Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 433
- +15 vs. Q1 2026
- Portfolio value
- $7.07B
- +$708.4M (+11.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BLDRBuilders FirstSource, Inc. | Stock | 769,146 | $68.8M | 1.0% | −33,572−4.2% | Reduced | History |
| CROXCrocs, Inc. | COM | 594,858 | $71.8M | 1.0% | −43,289−6.8% | Reduced | History |
| EOGEOG Resources Inc | Stock | 583,553 | $75.7M | 1.1% | +34,350+6.3% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 168,103 | $77.2M | 1.1% | +16,721+11.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 116,201 | $86.8M | 1.2% | +527+0.5% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,219,547 | $88.0M | 1.2% | +63,515+5.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 246,351 | $93.1M | 1.3% | +214,466+672.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 99,506 | $93.1M | 1.3% | −613−0.6% | Reduced | History |
| APHAmphenol Corp | CL A | 556,817 | $98.2M | 1.4% | +501,011+897.8% | Added | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,035,464 | $99.7M | 1.4% | −10,966−1.0% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 146,121 | $100.4M | 1.4% | +20,657+16.5% | Added | – |
| BLKBlackRock, Inc. | Stock | 105,813 | $101.7M | 1.4% | −357−0.3% | Reduced | History |
| SNSharkNinja, Inc. | COM SHS | 707,286 | $107.7M | 1.5% | +36,875+5.5% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 370,495 | $108.5M | 1.5% | −15,654−4.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 251,501 | $125.8M | 1.8% | −6,157−2.4% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 982,835 | $132.4M | 1.9% | −4,246−0.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 265,163 | $132.9M | 1.9% | −1,590−0.6% | Reduced | History |
| CBChubb Ltd | Stock | 416,081 | $141.8M | 2.0% | −4,489−1.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 429,314 | $151.4M | 2.1% | −2,885−0.7% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 1,465,035 | $153.3M | 2.2% | −207,181−12.4% | Reduced | History |
| BXBlackstone Inc. | COM | 1,349,169 | $158.8M | 2.2% | +3,504+0.3% | Added | History |
| AZOAutoZone Inc | COM | 51,587 | $164.9M | 2.3% | +162+0.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 519,610 | $170.1M | 2.4% | −12,523−2.4% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 2,347,956 | $174.5M | 2.5% | −22,678−1.0% | Reduced | History |
| MAMastercard Inc | Stock | 389,561 | $200.1M | 2.8% | −2,501−0.6% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 112,392 | $222.8M | 3.2% | −21,916−16.3% | Reduced | History |
| MSMorgan Stanley | Stock | 1,088,168 | $227.5M | 3.2% | −89,225−7.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 677,951 | $242.3M | 3.4% | −36,057−5.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,113,972 | $265.5M | 3.8% | −8,215−0.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 815,308 | $288.1M | 4.1% | −72,117−8.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 783,550 | $292.3M | 4.1% | −651−0.1% | Reduced | History |
| AAPLApple Inc. | Stock | 1,474,930 | $426.8M | 6.0% | −29,408−2.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,151,462 | $430.5M | 6.1% | −31,467−1.4% | Reduced | History |
Sold out since Q1 2026 (21)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 16,353 | $3.70M | 0.1% | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 200 | $439.4K | <0.1% | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,586 | $288.4K | <0.1% | – |
| HOLXHologic Inc | COM | 3,465 | $261.9K | <0.1% | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,000 | $251.3K | <0.1% | – |
| KRKroger Co | Stock | 3,257 | $235.7K | <0.1% | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 5,136 | $228.3K | <0.1% | History |
| PNRPENTAIR plc | SHS | 2,577 | $224.5K | <0.1% | History |
| FDXFedEx Corp | Stock | 616 | $219.4K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 2,805 | $214.1K | <0.1% | History |
| GISGeneral Mills Inc | Stock | 5,669 | $211.0K | <0.1% | History |
| CECelanese Corp | Stock | 3,195 | $210.1K | <0.1% | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 10,550 | $209.5K | <0.1% | History |
| OKEONEOK Inc | COM | 2,292 | $207.2K | <0.1% | History |
| Kensington Cap Acquist CorpG5235S123 | UNIT 99/99/9999 | 16,590 | $166.6K | <0.1% | – |
| ALFCenturion Acquisition Corp. | SHS CL A | 15,400 | $165.7K | <0.1% | History |
| LEGTLegato Merger Corp. III | ORD SHS | 14,300 | $157.2K | <0.1% | History |
| TWLVUTwelve Seas Investment Co III/Cayman | UNIT 11/21/2030 | 13,610 | $136.2K | <0.1% | History |
| Metals Acquisition Corp. IIG60420125 | UNIT 99/99/9999 | 12,630 | $127.4K | <0.1% | – |
| SOUNSoundhound AI, Inc. | CLASS A COM | 13,200 | $90.7K | <0.1% | History |
| AURAurora Innovation, Inc. | CLASS A COM | 12,000 | $49.4K | <0.1% | History |