Evergreen Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Evergreen Capital Management LLC reported 1,498 stock positions worth $4.6 billion. Its top holding was iShares Core MSCI Emerging (IEMG) at 4.0% of the portfolio, followed by Apple (AAPL, 2.4%) and Paccar (PCAR, 2.0%). Compared with Q4 2025, it opened 215 new positions, sold out of 117, added to 744 and reduced 415. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +64%) and the biggest sale Microsoft (MSFT, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Bellevue, WA
- CIK
- 0001260824
- Portfolio Value
- $4.6B (Q1 2026)
- SEC Filing
- 0001172661-26-001935 ↗ filed May 14, 2026
Holdings Value
Holdings 1,498 stocks · $4.6B
| IEMG iShares Core MSCI Emerging | 4.00% | 2,642,855 | $184.3M | Add +64.3% |
| AAPL Apple Inc. | 2.41% | 436,694 | $110.8M | Reduce -2.5% |
| PCAR Paccar Inc. | 1.99% | 793,601 | $91.7M | Reduce 0.0% |
| IEI iShares 3-7 Year Treasury Bo | 1.92% | 747,310 | $88.6M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.83% | 228,225 | $84.5M | Reduce -13.0% |
| NVDA Nvidia Corp. | 1.69% | 447,079 | $78.0M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 1.64% | 262,097 | $75.4M | Reduce -1.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.48% | 823,328 | $68.0M | Add +11.8% |
| VNQ Vanguard Real Estate ETF | 1.46% | 759,691 | $67.4M | Add +7.2% |
| GOOG Alphabet Inc. Class C | 1.41% | 225,659 | $64.7M | Reduce -10.7% |
| AMZN Amazon.com Inc. | 1.40% | 308,979 | $64.4M | Add +3.8% |
| SGOV iShares 0-3 Month Treasury B | 1.36% | 620,251 | $62.4M | Add +19.4% |
| MTBA Simplify MBS ETF | 1.14% | 1,061,848 | $52.5M | Reduce -0.6% |
| JAAA Janus Henderson Aaa Clo ETF | 1.00% | 913,080 | $46.2M | Reduce -0.9% |
| PAVE Global X US Infrastructure | 0.97% | 876,826 | $44.6M | Add +69.5% |
| OVV Ovintiv Inc. | 0.94% | 732,328 | $43.5M | Reduce 0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.84% | 197,610 | $38.8M | Add +5.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.81% | 745,522 | $37.2M | Reduce -0.0% |
| IXC iShares Global Energy ETF | 0.80% | 639,418 | $36.8M | Add +2.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.74% | 660,637 | $34.3M | Add +0.5% |
| DMBS Doubleline Mortgage ETF | 0.74% | 686,434 | $33.9M | Add +1.2% |
| ECHO Echostar Corp. Class A | 0.73% | 289,021 | $33.8M | Reduce -0.1% |
| EPD Enterprise Products Partners | 0.72% | 876,343 | $33.2M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.69% | 108,359 | $31.9M | Add +14.6% |
| MRK Merck & Co. Inc. | 0.69% | 262,297 | $31.8M | Add +2.4% |
| FDX FedEx Corp. | 0.65% | 84,057 | $30.1M | Reduce -24.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.64% | 325,625 | $29.5M | Add +7.8% |
| DELL Dell Technologies -C | 0.61% | 171,288 | $28.1M | Add +11.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 42,996 | $28.0M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 0.60% | 32,945 | $27.9M | Reduce -59.3% |
| EMLC Vaneck JPM Em Local Curr BND | 0.59% | 1,086,213 | $27.3M | Add +0.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.56% | 346,195 | $26.0M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 53,550 | $25.7M | Add +18.1% |
| MLPA Global X MLP ETF | 0.56% | 475,437 | $25.6M | Reduce -2.9% |
| VDE Vanguard Energy ETF | 0.55% | 145,844 | $25.2M | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.54% | 57,374 | $25.1M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.51% | 305,390 | $23.7M | Reduce -12.9% |
| UBER Uber Technologies Inc. | 0.50% | 318,036 | $22.9M | Add +35.5% |
| ANGL Vaneck Fallen Angel High YLD | 0.50% | 794,294 | $22.8M | Add +1.6% |
| AVGO Broadcom Inc. | 0.49% | 72,225 | $22.4M | Reduce -16.4% |
| IGF iShares Global Infrastructur | 0.48% | 331,471 | $22.2M | Add +60.0% |
| REZ Ishars Res and Multi Reales | 0.48% | 266,843 | $22.2M | Add +16.3% |
| PYLD PIMCO Multisector Bond Actv | 0.47% | 829,645 | $21.7M | Add +37.0% |
| VOO Vanguard S&P 500 ETF | 0.47% | 36,084 | $21.6M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.47% | 37,668 | $21.6M | Reduce -20.2% |
| SPTS SS SPDR P St Term TSY ETF | 0.46% | 731,553 | $21.3M | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 165,270 | $20.5M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.44% | 20,532 | $20.5M | Reduce -4.7% |
| DFAE Dimensional Emerging Core Eq | 0.42% | 572,970 | $19.4M | Add +7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 33,105 | $19.1M | Reduce -2.9% |
| OKE Oneok Inc. | 0.40% | 204,045 | $18.4M | Reduce -6.5% |
| EDD Morgan Stanley Emrg MRK Dom | 0.39% | 3,460,447 | $18.0M | Add +0.5% |
| C Citigroup Inc. | 0.39% | 157,023 | $17.8M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 51,940 | $17.6M | Add +0.3% |
| IFRA iShares US Infrastructure | 0.38% | 306,736 | $17.5M | Add +3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 357,243 | $17.4M | Reduce -13.5% |
| CEF Sprott Physical Gold and Sil | 0.37% | 359,938 | $17.2M | Reduce -18.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.37% | 339,907 | $17.1M | Add +7.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.37% | 225,690 | $16.9M | Add +2.0% |
| MU Micron Technology Inc. | 0.37% | 49,965 | $16.9M | Reduce -17.3% |
| PAGP Plains GP Holdings LP | 0.36% | 692,615 | $16.8M | Reduce -17.1% |
| ET Energy Transfer LP | 0.36% | 862,598 | $16.6M | Reduce -1.7% |
| FANG Diamondback Energy Inc. | 0.36% | 83,826 | $16.6M | Reduce -23.4% |
| VCIT Vanguard Int-Term Corporate | 0.36% | 200,257 | $16.6M | Add +52.9% |
| ORCL Oracle Corp. | 0.36% | 111,928 | $16.5M | Add +48.9% |
| JNJ Johnson & Johnson | 0.35% | 66,668 | $16.3M | Reduce -10.8% |
| VHT Vanguard Health Care ETF | 0.33% | 56,429 | $15.4M | Add +2.6% |
| SHEL Shell PLC-ADR | 0.33% | 164,042 | $15.3M | Reduce -15.7% |
| IWS iShares Russell Mid-Cap Valu | 0.33% | 104,483 | $15.2M | Add +3.5% |
| TSLA Tesla Inc. | 0.32% | 40,223 | $15.0M | Reduce -22.4% |
| VGT Vanguard Info Tech ETF | 0.32% | 21,285 | $14.9M | Reduce -4.6% |
| GD General Dynamics Corp. | 0.32% | 43,083 | $14.8M | Add +2.4% |
| LLY Eli Lilly & Co. | 0.32% | 16,020 | $14.7M | Add +31.2% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 68,199 | $14.7M | Add +0.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.32% | 70,429 | $14.6M | Reduce -0.4% |
| INTU Intuit Inc. | 0.32% | 33,654 | $14.6M | Add +495.4% |
| PFE Pfizer Inc. | 0.31% | 512,735 | $14.4M | Add +0.5% |
| REM iShares Mortgage Real Estate | 0.31% | 666,652 | $14.3M | Add +93.4% |
| QCOM Qualcomm Inc. | 0.30% | 108,740 | $14.0M | Reduce -11.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.30% | 119,132 | $13.6M | Add +4.3% |
| APA Apa Corp. | 0.30% | 320,394 | $13.6M | Reduce -13.9% |
| TEI Templeton Emrg MKTS Inc. | 0.29% | 2,200,519 | $13.2M | Reduce -28.5% |
| FAX Abrdn Asia-Pacific Income | 0.29% | 916,288 | $13.2M | Add +2.2% |
| TTE Totalenergies SE | 0.29% | 143,474 | $13.2M | Reduce -27.2% |
| J Jacobs Solutions Inc. | 0.29% | 103,642 | $13.2M | Add +0.9% |
| EWZ iShares MSCI Brazil ETF | 0.29% | 342,613 | $13.2M | Add +3.1% |
| KW Kennedy-Wilson Holdings Inc. | 0.27% | 1,154,920 | $12.6M | Reduce -1.7% |
| AMT American Tower Corp. | 0.27% | 72,866 | $12.6M | Add +3.1% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.27% | 125,599 | $12.5M | Add +85.7% |
| ABBV Abbvie Inc. | 0.27% | 56,735 | $12.3M | Add +4.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 127,952 | $12.3M | Add +11.5% |
| IFLN Invesco Bloomberg Enhanced F | 0.27% | 681,337 | $12.2M | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.26% | 71,844 | $12.2M | Add +4.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.26% | 9,197 | $12.1M | Add +2.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.26% | 435,263 | $11.9M | Add +20.2% |
| MLPX Global X MLP & Energy Infras | 0.25% | 155,878 | $11.5M | Add +0.6% |
| COF Capital One Financial Corp. | 0.25% | 62,405 | $11.4M | Reduce -52.2% |
| CRM Salesforce Inc. | 0.24% | 59,975 | $11.2M | Add +52.0% |
| DAL Delta Air Lines Inc. | 0.24% | 167,452 | $11.1M | Reduce -22.5% |
| CQQQ Invesco China Technology ETF | 0.24% | 240,245 | $11.1M | Add +1.2% |
Options reported separately and not counted above: LLY calls ($6.5M), MSFT calls ($555K), GOOG calls ($287K), META calls ($286K), ISRG calls ($230K), MSFT puts ($222K), ORCL calls ($74K), NVO calls ($4K).
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -13.0% | 1.83% | −1.00 |
| GS Goldman Sachs Group Inc. | Reduce -59.3% | 0.60% | −0.99 |
| COF Capital One Financial Corp. | Reduce -52.2% | 0.25% | −0.46 |
| GOOG Alphabet Inc. Class C | Reduce -10.7% | 1.41% | −0.37 |
| AAPL Apple Inc. | Reduce -2.5% | 2.41% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 1.64% | −0.23 |
| META Meta Platforms Inc. Class A | Reduce -20.2% | 0.47% | −0.23 |
| DOCU Docusign Inc. | Reduce -81.6% | 0.03% | −0.22 |
| PYPL PayPal Holdings Inc. | Reduce -84.1% | 0.03% | −0.21 |
| TSLA Tesla Inc. | Reduce -22.4% | 0.32% | −0.20 |
| AVGO Broadcom Inc. | Reduce -16.4% | 0.49% | −0.18 |
| QCOM Qualcomm Inc. | Reduce -11.6% | 0.30% | −0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -74.9% | 0.04% | −0.16 |
| TEI Templeton Emrg MKTS Inc. | Reduce -28.5% | 0.29% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -36.6% | 0.22% | −0.15 |
| ACN Accenture PLC Class A | Reduce -71.1% | 0.04% | −0.15 |
| TUA Sim St Treas Fut Strat ETF | Reduce -83.6% | 0.03% | −0.14 |
| OS Onestream Inc. | Sold out | 0.00% | −0.13 |
| BAC Bank of America Corp. | Reduce -13.5% | 0.38% | −0.13 |
| HOOD Robinhood Markets Inc. Class A | Reduce -18.1% | 0.12% | −0.13 |
| AESI Atlas Energy Solutions Inc. | Reduce -52.9% | 0.18% | −0.10 |
| AVB Avalonbay Communities Inc. | Reduce -92.5% | 0.01% | −0.10 |
| DAL Delta Air Lines Inc. | Reduce -22.5% | 0.24% | −0.09 |
| PSLV Sprott Physical Silver Trust | Reduce -30.6% | 0.21% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -12.9% | 0.51% | −0.09 |
| CHE Chemed Corp. | Reduce -48.0% | 0.07% | −0.09 |
| ARGX Argenx SE - ADR | Reduce -85.9% | 0.01% | −0.08 |
| CEF Sprott Physical Gold and Sil | Reduce -18.2% | 0.37% | −0.08 |
| SAP Sap SE-Sponsored ADR | Reduce -34.9% | 0.06% | −0.08 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.2% | 1.92% | −0.08 |
| APP AppLovin Corp. Class A | Reduce -26.3% | 0.05% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -50.5% | 0.05% | −0.07 |
| NICE Nice Ltd. - Spon ADR | Reduce -82.2% | 0.01% | −0.07 |
| EEFT Euronet Worldwide Inc. | Reduce -87.5% | 0.01% | −0.07 |
| FDX FedEx Corp. | Reduce -24.1% | 0.65% | −0.07 |
| AES AES Corp. | Reduce -31.3% | 0.12% | −0.06 |
| AXP American Express Co. | Reduce -33.0% | 0.07% | −0.06 |
| MTBA Simplify MBS ETF | Reduce -0.6% | 1.14% | −0.06 |
| MS Morgan Stanley | Reduce -46.6% | 0.05% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Reduce -75.5% | 0.01% | −0.06 |
| GOLD Gold.com Inc. | Reduce -65.4% | 0.02% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -4.6% | 0.32% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.9% | 0.41% | −0.05 |
| PHYS Sprott Physical Gold Trust | Reduce -32.1% | 0.13% | −0.05 |
| INMD Inmode Ltd. | Sold out | 0.00% | −0.05 |
| NKE Nike Inc. Class B | Reduce -4.9% | 0.15% | −0.05 |
| CMI Cummins Inc. | Reduce -17.5% | 0.23% | −0.04 |
| BAX Baxter International Inc. | Reduce -88.6% | 0.00% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -8.4% | 0.21% | −0.04 |
| ALLY Ally Financial Inc. | Reduce -85.7% | 0.01% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Add +64.3% | 4.00% | +1.58 |
| PAVE Global X US Infrastructure | Add +69.5% | 0.97% | +0.41 |
| INTU Intuit Inc. | Add +495.4% | 0.32% | +0.23 |
| IXC iShares Global Energy ETF | Add +2.4% | 0.80% | +0.21 |
| IGF iShares Global Infrastructur | Add +60.0% | 0.48% | +0.20 |
| SGOV iShares 0-3 Month Treasury B | Add +19.4% | 1.36% | +0.19 |
| DELL Dell Technologies -C | Add +11.0% | 0.61% | +0.18 |
| RITM Rithm Capital Corp. | Add +2999.4% | 0.18% | +0.17 |
| XYL Xylem Inc. | Add +960.7% | 0.18% | +0.16 |
| VDE Vanguard Energy ETF | Add +2.1% | 0.55% | +0.15 |
| REM iShares Mortgage Real Estate | Add +93.4% | 0.31% | +0.14 |
| BWZ State Street SPDR Bloomberg | New | 0.13% | +0.13 |
| DOV Dover Corp. | New | 0.12% | +0.12 |
| FSCO FS Credit Opportunities Corp. | New | 0.12% | +0.12 |
| KR Kroger Co. | Add +298.7% | 0.15% | +0.12 |
| VCIT Vanguard Int-Term Corporate | Add +52.9% | 0.36% | +0.11 |
| ADSK Autodesk Inc. | Add +1038.3% | 0.13% | +0.11 |
| REGN Regeneron Pharmaceuticals | Add +111.1% | 0.22% | +0.11 |
| SHY iShares 1-3 Year Treasury Bo | Add +11.8% | 1.48% | +0.11 |
| PYLD PIMCO Multisector Bond Actv | Add +37.0% | 0.47% | +0.11 |
| TPG TPG Inc. | Add +1283.4% | 0.11% | +0.10 |
| MRK Merck & Co. Inc. | Add +2.4% | 0.69% | +0.08 |
| XOM Exxon Mobil Corp. | Add +4.6% | 0.26% | +0.08 |
| BX Blackstone Inc. | Add +147.8% | 0.17% | +0.08 |
| UDR Udr Inc. | Add +125.9% | 0.15% | +0.07 |
| UBER Uber Technologies Inc. | Add +35.5% | 0.50% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +7.2% | 1.46% | +0.06 |
| REZ Ishars Res and Multi Reales | Add +16.3% | 0.48% | +0.06 |
| KWEB Kranesh Csi China Internet | Add +100.1% | 0.14% | +0.05 |
| VEEV Veeva Systems Inc. Class A | Add +103.7% | 0.14% | +0.05 |
| EWZ iShares MSCI Brazil ETF | Add +3.1% | 0.29% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.3% | 0.26% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.1% | 0.56% | +0.05 |
| HRI Herc Holdings Inc. | Add +85.7% | 0.27% | +0.05 |
| AMAT Applied Materials Inc. | Add +3.9% | 0.16% | +0.04 |
| MLPX Global X MLP & Energy Infras | Add +0.6% | 0.25% | +0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +37.1% | 0.15% | +0.04 |
| ASHR Xtrackers Harvest Csi 300 CH | Add +73.8% | 0.10% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.1% | 0.84% | +0.04 |
| BHP BHP Group Ltd.-Spon ADR | Add +51.1% | 0.09% | +0.04 |
| EOG EOG Resources Inc. | Add +3.5% | 0.14% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.8% | 0.64% | +0.04 |
| EWA iShares MSCI Australia ETF | Add +66.8% | 0.08% | +0.03 |
| CTRA Coterra Energy Inc. | Add +0.6% | 0.15% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +7.5% | 0.42% | +0.03 |
| GEV GE Vernova Inc. | Add +42.2% | 0.07% | +0.03 |
| NFLX Netflix Inc. | Add +20.0% | 0.19% | +0.03 |
| V Visa Inc. Class A | Add +37.9% | 0.23% | +0.03 |
| IFRA iShares US Infrastructure | Add +3.0% | 0.38% | +0.03 |
| HD Home Depot Inc. | Add +34.6% | 0.15% | +0.03 |
Options Activity Q4 2025 → Q1 2026
| LLY Eli Lilly & Co. | call | New | 7,100 | $6.5M |
| AAPL Apple Inc. | put | Sold out | 7,000 | $1.9Mbefore exit |
| META Meta Platforms Inc. Class A | call | Sold out | 2,000 | $1.3Mbefore exit |
| MSFT Microsoft Corp. | call | Sold out | 1,500 | $725Kbefore exit |
| APP AppLovin Corp. Class A | put | Sold out | 900 | $606Kbefore exit |
| MSFT Microsoft Corp. | call | New | 1,500 | $555K |
| ORCL Oracle Corp. | call | Sold out | 1,500 | $292Kbefore exit |
| MSFT Microsoft Corp. | put | Sold out | 600 | $290Kbefore exit |
| GOOG Alphabet Inc. Class C | call | New | 1,000 | $287K |
| META Meta Platforms Inc. Class A | call | New | 500 | $286K |
| ISRG Intuitive Surgical Inc. | call | Sold out | 500 | $283Kbefore exit |
| ISRG Intuitive Surgical Inc. | call | New | 500 | $230K |
| MSFT Microsoft Corp. | put | New | 600 | $222K |
| PLTR Palantir Technologies Inc. Class A | put | Sold out | 800 | $142Kbefore exit |
| ORCL Oracle Corp. | call | New | 500 | $74K |
| UBER Uber Technologies Inc. | put | Sold out | 800 | $65Kbefore exit |
| SPOT Spotify Technology SA | put | Sold out | 100 | $58Kbefore exit |
| NU Nu Holdings Ltd./Cayman Isl-A | put | Sold out | 3,000 | $50Kbefore exit |
| CRWD CrowdStrike Holdings Inc. Class A | put | Sold out | 100 | $47Kbefore exit |
| P Everpure Inc. Class A | call | Sold out | 500 | $34Kbefore exit |
| AFRM Affirm Holdings Inc. | put | Sold out | 400 | $30Kbefore exit |
| ABNB Airbnb Inc. Class A | put | Sold out | 200 | $27Kbefore exit |
| DASH DoorDash Inc. Class A | put | Sold out | 100 | $23Kbefore exit |
| NVO Novo-Nordisk A/S-Spons ADR | call | Sold out | 100 | $5Kbefore exit |
| NVO Novo-Nordisk A/S-Spons ADR | call | New | 100 | $4K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,522 | $5.7B | IEMG, GS, AAPL, COF, MSFT |
| Q1 2026 | 1,498 | $4.6B | IEMG, AAPL, PCAR, IEI, MSFT |
| Q4 2025 | 1,399 | $4.5B | MSFT, AAPL, IEMG, IEI, PCAR |
| Q3 2025 | 1,302 | $4.2B | GS, MSFT, AAPL, IEI, COF |
| Q2 2025 | 1,126 | $3.3B | MSFT, IEI, PCAR, AAPL, NVDA |
| Q1 2025 | 1,085 | $3.0B | MSFT, AAPL, PCAR, IEI, MTBA |
| Q4 2024 | 1,064 | $3.1B | MSFT, AAPL, PCAR, IEI, AMZN |
| Q3 2024 | 1,002 | $3.0B | MSFT, AAPL, PCAR, DIV, IEI |
| Q2 2024 | 948 | $2.8B | MSFT, AAPL, PCAR, IEI, SPTS |
| Q1 2024 | 872 | $2.6B | MSFT, PCAR, AAPL, NORW, SPTS |