Evergreen Capital Management Q3 2026 Holdings Shifts: Tech Buys, Real Estate Sells

For the quarter ending September 30, 2026, Evergreen Capital Management Llc demonstrated active investor activity, adjusting its portfolio with observable purchases and sales. The firm's focus appears to be on specific sectors, with Technology and Real Estate being prominent areas of change during this period.

Significant Purchases

Technology Sector: Evergreen Capital Management significantly bolstered its position in the Technology sector during Q3 2026. The most notable purchase was NVIDIA Corporation (NVDA), which saw a substantial increase of 56.86% in its share count. Other Technology-related buys included CHIME Financial Inc. (CHYM) and Templeton Emerging Markets Income Company (TEI), although the latter's change was less dramatic at 4.51%. These purchases suggest confidence in the sector's prospects.

Financial Services Sector: The investor also showed buying interest in Financial Services. DoubleLine Opportunistic Credit (DBL) experienced a large increase of 34.31% in shares, while additions to bond ETFs like iShares Core Senior Floating Rate Fund (IEF) and iShares 1-3 Year Target Duration Treasury Bond (LQD) were evident, though their sectors weren't specified in the filing.

Energy Sector: In the Energy sector, OVIntiv Inc. (OVV) remained a significant holding despite a slight decrease in shares (-0.0%), indicating continued confidence. However, the filing does not disclose any new purchases or major increases in Energy holdings during this quarter.

Major Exits and Sales

Real Estate Sector: Evergreen Capital Management made substantial reductions in its Real Estate holdings during Q3 2026. The most significant exit was from Redwood Trust Inc. (RWT), which saw a massive 91.63% decrease in its position. Another large sale occurred in Simplify Exchange Traded Fund (MTBA), with a 97.81% reduction in shares. These actions mark a clear departure from Real Estate compared to previous periods.

Communication Services Sector: The investor also sold its position in T-Mobile US Inc. (TMUS), reducing its allocation by 0.37%. This indicates a strategic shift away from this sector.

Consumer Defensive Sector: Flowers Foods Inc. (FLO) was sold completely out of the portfolio, representing a 100% reduction in position. This suggests the firm is redirecting capital away from this specific area.

Other Changes and Portfolio Insights

Several other holdings experienced changes, though not as dramatically as the significant buys and sells. These included minor adjustments in sectors like Consumer Cyclical, Healthcare, and Industrials, as well as the addition of smaller positions in various sectors. The overall portfolio turnover rate was high, reflecting substantial buying and selling activity.

The investor's portfolio allocation by sector shows a continued emphasis on Financial Services (12.76%) and Technology (17.72%), with Real Estate contributing 2.07% and Energy 7.58%. The filing indicates that the investor has the capacity for large transactions, both buys and sells, further highlighting its active management style.

Conclusion

In summary, Evergreen Capital Management's Q3 2026 filing reveals a focused investor strategy involving significant Technology purchases, particularly in NVIDIA Corporation, and major exits from Real Estate and Consumer Defensive sectors. The firm's actions reflect a dynamic approach to portfolio management, with a clear emphasis on certain sectors and a reduction in exposure to others. For more detailed information on the investor's holdings and performance, please refer to the full filing available on InsiderSet.com.