Evercore Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Evercore Wealth Management, Llc disclosed 403 stock positions valued at approximately $7.07B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 403
- Portfolio Value
- $7.07B
Holdings by Sector
Evercore Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.09% | 2,151,462 | -31,467 | -1.44% | $430,486,032 |
| APPLE INC | AAPL | Technology | 6.04% | 1,474,930 | -29,408 | -1.95% | $426,785,801 |
| MICROSOFT CORP | MSFT | Technology | 4.14% | 783,550 | -651 | -0.08% | $292,279,863 |
| ALPHABET INC | GOOG | Communication Services | 4.08% | 815,308 | -72,117 | -8.13% | $288,072,775 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.76% | 1,113,972 | -8,215 | -0.73% | $265,504,086 |
| ALPHABET INC | GOOGL | Communication Services | 3.43% | 677,951 | -36,057 | -5.05% | $242,279,174 |
| MORGAN STANLEY | MS | Financial Services | 3.22% | 1,088,168 | -89,225 | -7.58% | $227,470,639 |
| COMFORT SYS USA INC | FIX | Industrials | 3.15% | 112,392 | -21,916 | -16.32% | $222,755,323 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.83% | 389,561 | -2,501 | -0.64% | $200,078,529 |
| WILLIAMS COS INC | WMB | Energy | 2.47% | 2,347,956 | -22,678 | -0.96% | $174,547,049 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.41% | 519,610 | -12,523 | -2.35% | $170,083,987 |
| AUTOZONE INC | AZO | Consumer Cyclical | 2.33% | 51,587 | +162 | +0.32% | $164,868,957 |
| BLACKSTONE INC | BX | Financial Services | 2.25% | 1,349,169 | +3,504 | +0.26% | $158,756,716 |
| VIKING HOLDINGS LTD | VIK | Other | 2.17% | 1,465,035 | -207,181 | -12.39% | $153,345,213 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.14% | 429,314 | -2,885 | -0.67% | $151,410,555 |
| CHUBB LIMITED | CB | Financial Services | 2.01% | 416,081 | -4,489 | -1.07% | $141,775,439 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.88% | 265,163 | -1,590 | -0.60% | $132,942,122 |
| CBRE GROUP INC | CBRE | Real Estate | 1.87% | 982,835 | -4,246 | -0.43% | $132,378,047 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.78% | 251,501 | -6,157 | -2.39% | $125,848,584 |
| GENERAC HLDGS INC | GNRC | Industrials | 1.53% | 370,495 | -15,654 | -4.05% | $108,484,641 |
| SHARKNINJA INC | SN | Other | 1.52% | 707,286 | +36,875 | +5.50% | $107,698,439 |
| BLACKROCK INC | BLK | Other | 1.44% | 105,813 | -357 | -0.34% | $101,745,549 |
| VANGUARD INDEX FDS | VOO | Other | 1.42% | 146,121 | +20,657 | +16.46% | $100,357,364 |
| WISDOMTREE TR | DLN | Other | 1.41% | 1,035,464 | -10,966 | -1.05% | $99,735,892 |
| AMPHENOL CORP | APH | Technology | 1.39% | 556,817 | +501,011 | +897.77% | $98,177,973 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.32% | 99,506 | -613 | -0.61% | $93,084,878 |
| BROADCOM INC | AVGO | Technology | 1.32% | 246,351 | +214,466 | +672.62% | $93,059,090 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.25% | 1,219,547 | +63,515 | +5.49% | $88,002,512 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.23% | 116,201 | +527 | +0.46% | $86,775,772 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.09% | 168,103 | +16,721 | +11.05% | $77,181,131 |
Showing 30 of 403 holdings in the latest reporting period.