Evercore Wealth Management, LLC

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CIK 1482689

13F portfolio (2026-Q1)

$6.4B

Positions

418

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

418

Top 5

24.2%

Top 10

39.2%

Effective N

41.3

HHI

0.024

This quarter

19 new · 0 exit →

By sector

Information Technology23.1%

Financials18.9%

Consumer Discretionary14.7%

Unclassified14.1%

Communication Services8.6%

Industrials8.2%

Utilities3.2%

Real Estate3.1%

Other6.1%

By market cap

Mega (>$200B)49.1%

Large ($10–200B)34.6%

Unknown14.2%

Mid ($2–10B)2.0%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

North America85.9%

Other14.1%

Middle East0.1%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	16.00%	131
Specialty Retail	12.83%	16
Technology Hardware & Equipment	8.87%	13
Software & IT Services	7.48%	7
Capital Markets	7.29%	16
Semiconductors & Semiconductor Equipment	6.76%	13
Software	5.82%	14
Commercial Services & Supplies	5.66%	12
Insurance	3.67%	13
Utilities	3.24%	13
Construction & Engineering	2.94%	4
Banks	2.70%	14
Oil, Gas & Consumable Fuels	2.14%	11
Real Estate Management & Development	2.12%	2
Marine	1.93%	1
Pharmaceuticals & Biotechnology	1.81%	19
Electrical Equipment & Components	1.38%	7
Chemicals	1.30%	20
Media & Entertainment	1.22%	3
Household Durables	1.12%	1
Equity Real Estate Investment Trusts (REITs)	1.02%	7
Aerospace & Defense	0.40%	12
Machinery	0.37%	15
Beverages	0.37%	2
Health Care Equipment & Supplies	0.26%	8
Hotels, Restaurants & Leisure	0.26%	4
Distributors	0.26%	7
Automobiles & Components	0.21%	1
Road & Rail	0.11%	4
Tobacco	0.08%	2
Entertainment	0.05%	1
Communications Equipment	0.05%	2
Life Sciences Tools & Services	0.04%	2
Metals & Mining	0.04%	3
Paper & Forest Products	0.04%	2
Food Products	0.03%	3
Diversified Telecommunication Services	0.02%	2
Transportation Infrastructure	0.02%	3
Construction Materials	0.01%	2
Professional Services	0.01%	1
Textiles, Apparel & Luxury Goods	0.01%	1
Health Care Providers & Services	0.01%	1
Food & Staples Retailing	0.00%	1
Airlines	0.00%	1
Diversified Consumer Services	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	6.00%
2	NVDA	NVIDIA CORP	Information Technology	5.99%
3	MSFT	MICROSOFT CORP	Information Technology	4.56%
4	GOOG	Alphabet Inc.	Communication Services	4.00%
5	AMZN	AMAZON COM INC	Consumer Discretionary	3.67%
6	GOOGL	Alphabet Inc.	Communication Services	3.23%
7	MA	Mastercard Inc	Financials	3.08%
8	MS	MORGAN STANLEY	Financials	3.05%
9	FIX	COMFORT SYSTEMS USA INC	Industrials	2.91%
10	AZO	AUTOZONE INC	Consumer Discretionary	2.73%

288/418 names classified · sector 85.9% of weight · industry 84.0% · mkt cap 85.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, TMO, NVDA, NXPI · other

Consumer DiscretionaryAMZN, HD, AZO, TJX, BLDR · other

FinancialsMA, UNH, BX, MS, JPM · other

IndustrialsACN, MMM, FIX, VIK, RCL · other

Communication ServicesGOOG, GOOGL, DIS, AMCX, SPOT · other

Health CareJNJ, ABT, GILD, LLY, NVS · other

Real EstateAMT, CBRE, WY, RYN, SKT · other

MaterialsCE, NKE, PG, CROX, CBT · other

EnergyCVX, XOM, SLB, EOG, COP · other

Consumer StaplesSTZ, PEP, LW, GIS, DEO · other

UtilitiesWMB, EPD, NEE, DUK, KMI · other

UnclassifiedBLACKSTONE GROUP LP, ACE LTD, GOOGLE INC, ISHARES TR, DEM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 85.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (255 classified)Evercore Wealth Management, LLC centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesIndustrialsReal EstateUtilitiesHealth CareEnergyMaterialsConsumer Staples

Style box summary for Evercore Wealth Management, LLC: centroid Large Core. Heaviest cells: Large Growth 38.4%, Large Core 21.9%, Large Value 6.6%.

Classified: 78.4% of book weight (255/418 names) · unclassified 21.6%: BRK.B, VIK, DLN, SPY, VOO, SPOT, SN, ARCC, IAU, CROX +153 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 418 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	1,504,338	$382M	6.0%	TRIM −5%
2	NVDANVIDIA CORPORATION	2,182,929	$381M	6.0%	TRIM −4%
3	MSFTMICROSOFT CORP	784,201	$290M	4.6%	TRIM −3%
4	GOOGALPHABET INC	887,425	$255M	4.0%	TRIM −7%
5	AMZNAMAZON COM INC	1,122,187	$234M	3.7%	HOLD
6	GOOGLALPHABET INC	714,008	$205M	3.2%	TRIM −5%
7	MAMASTERCARD INCORPORATED	392,062	$196M	3.1%	HOLD
8	MSMORGAN STANLEY	1,177,393	$194M	3.0%	TRIM −3%
9	FIXCOMFORT SYS USA INC	134,308	$185M	2.9%	TRIM −13%
10	AZOAUTOZONE INC	51,425	$174M	2.7%	HOLD
11	WMBWILLIAMS COS INC	2,370,634	$173M	2.7%	TRIM −4%
12	JPMJPMORGAN CHASE & CO	532,133	$157M	2.5%	TRIM −9%
13	BXBLACKSTONE INC	1,345,665	$155M	2.4%	ADD 2%
14	HDHOME DEPOT INC	432,199	$142M	2.2%	HOLD
15	CBCHUBB LIMITED	420,570	$137M	2.2%	TRIM −2%
16	CBRECBRE GROUP INC	987,081	$134M	2.1%	HOLD
17	TMOTHERMO FISHER SCIENTIFIC INC	266,753	$131M	2.1%	TRIM −3%
18	BRK.BBERKSHIRE HATHAWAY INC DEL	257,658	$123M	1.9%	TRIM −3%
19	VIKVIKING HOLDINGS LTD	1,672,216	$123M	1.9%	HOLD
20	BLKBLACKROCK INC	106,170	$102M	1.6%	TRIM −2%
21	COSTCOSTCO WHSL CORP NEW	100,119	$100M	1.6%	HOLD
22	DLNWISDOMTREE TR	1,046,430	$93M	1.5%	HOLD
23	UBERUBER TECHNOLOGIES INC	1,156,032	$83M	1.3%	ADD 6%
24	EOGEOG RES INC	549,203	$79M	1.2%	HOLD
25	GNRCGENERAC HLDGS INC	386,149	$75M	1.2%	TRIM −2%
26	SPYSTATE STR SPDR S&P 500 ETF T	115,674	$75M	1.2%	HOLD
27	VOOVANGUARD INDEX FDS	125,464	$75M	1.2%	ADD 15%
28	SPOTSPOTIFY TECHNOLOGY S A	151,382	$73M	1.2%	ADD 31049%
29	SNSHARKNINJA INC	670,411	$71M	1.1%	ADD 25%
30	BLDRBUILDERS FIRSTSOURCE INC	802,718	$66M	1.0%	TRIM −2%
31	PGRPROGRESSIVE CORP	317,370	$63M	1.0%	ADD 14%
32	AMTAMERICAN TOWER CORP	346,150	$60M	0.9%	TRIM −3%
33	ARCCARES CAPITAL CORP	3,121,008	$56M	0.9%	ADD 6%
34	IAUISHARES GOLD TR	620,632	$55M	0.9%	HOLD
35	CROXCROCS INC	638,147	$53M	0.8%	HOLD
36	IVVISHARES TR	79,941	$52M	0.8%	HOLD
37	ADBEADOBE INC	202,873	$49M	0.8%	TRIM −4%
38	DXJWISDOMTREE TR	307,624	$49M	0.8%	ADD 6%
39	MELIMERCADOLIBRE INC	26,601	$46M	0.7%	ADD 13%
40	VEUVANGUARD INTL EQUITY INDEX F	601,164	$45M	0.7%	ADD 57%
41	TJXTJX COS INC NEW	271,930	$43M	0.7%	TRIM −11%
42	JAAAJANUS DETROIT STR TR	775,551	$39M	0.6%	ADD 9%
43	GLDMWORLD GOLD TR	394,869	$37M	0.6%	ADD 12%
44	JNJJOHNSON & JOHNSON	133,122	$33M	0.5%	TRIM −15%
45	GLDSPDR GOLD TR	72,330	$31M	0.5%	TRIM −2%
46	SHWSHERWIN WILLIAMS CO	95,482	$31M	0.5%	TRIM −3%
47	CVXCHEVRON CORP NEW	144,505	$30M	0.5%	TRIM −6%
48	IWFISHARES TR	59,742	$25M	0.4%	TRIM −3%
49	LLYELI LILLY & CO	27,054	$25M	0.4%	TRIM −22%
50	UNHUNITEDHEALTH GROUP INC	84,660	$23M	0.4%	TRIM −22%
51	ACNACCENTURE PLC IRELAND	96,981	$19M	0.3%	TRIM −27%
52	ABBVABBVIE INC	81,879	$18M	0.3%	TRIM −2%
53	EFAISHARES TR	179,232	$17M	0.3%	HOLD
54	NEENEXTERA ENERGY INC	174,857	$16M	0.3%	HOLD
55	VEAVANGUARD TAX-MANAGED FDS	240,254	$15M	0.2%	ADD 10%
56	IBMINTERNATIONAL BUSINESS MACHS	62,801	$15M	0.2%	ADD 9%
57	CSCOCISCO SYS INC	175,229	$14M	0.2%	TRIM −4%
58	TSLATESLA INC	36,111	$13M	0.2%	HOLD
59	PEPPEPSICO INC	83,696	$13M	0.2%	TRIM −9%
60	XOMEXXON MOBIL CORP	75,605	$13M	0.2%	TRIM −7%
61	ROPROPER TECHNOLOGIES INC	35,693	$13M	0.2%	TRIM −8%
62	MCKMCKESSON CORP	14,007	$12M	0.2%	HOLD
63	VWOVANGUARD INTL EQUITY INDEX F	208,764	$11M	0.2%	ADD 47%
64	RSPINVESCO EXCHANGE TRADED FD T	58,520	$11M	0.2%	ADD 14%
65	IWBISHARES TR	31,495	$11M	0.2%	ADD 123%
66	VGKVANGUARD INTL EQUITY INDEX F	135,194	$11M	0.2%	ADD 87%
67	ADPAUTOMATIC DATA PROCESSING IN	54,432	$11M	0.2%	HOLD
68	MRKMERCK & CO INC	91,797	$11M	0.2%	HOLD
69	MCDMCDONALDS CORP	34,791	$11M	0.2%	TRIM −8%
70	RTXRTX CORPORATION	55,101	$11M	0.2%	TRIM −14%
71	KOCOCA COLA CO	134,452	$10M	0.2%	HOLD
72	VVISA INC	33,611	$10M	0.2%	TRIM −4%
73	AVGOBROADCOM INC	31,885	$10M	0.2%	HOLD
74	SYKSTRYKER CORPORATION	30,029	$10M	0.2%	HOLD
75	IJHISHARES TR	145,222	$10M	0.2%	TRIM −5%
76	WMTWALMART INC	78,258	$10M	0.2%	HOLD
77	IWMISHARES TR	38,929	$10M	0.2%	HOLD
78	MDYSPDR S&P MIDCAP 400 ETF TR	15,390	$9M	0.1%	HOLD
79	ABTABBOTT LABS	87,823	$9M	0.1%	TRIM −10%
80	PGPROCTER AND GAMBLE CO	61,731	$9M	0.1%	TRIM −8%
81	ORCLORACLE CORP	60,003	$9M	0.1%	TRIM −2%
82	JBLJabil Circuit, Inc.	32,796	$9M	0.1%	TRIM −8%
83	EPDENTERPRISE PRODS PARTNERS L	219,962	$8M	0.1%	HOLD
84	AMATAPPLIED MATLS INC	23,441	$8M	0.1%	TRIM −2%
85	BRK.ABERKSHIRE HATHAWAY INC DEL	11	$8M	0.1%	HOLD
86	XLKSELECT SECTOR SPDR TR	58,824	$8M	0.1%	TRIM −8%
87	TXNTEXAS INSTRS INC	39,972	$8M	0.1%	TRIM −7%
88	MPLXMPLX LP	132,053	$8M	0.1%	HOLD
89	LOWLOWES COS INC	31,772	$8M	0.1%	HOLD
90	APHAMPHENOL CORP	55,806	$7M	0.1%	TRIM −9%
91	CATCATERPILLAR INC	8,889	$6M	0.1%	HOLD
92	XLVSELECT SECTOR SPDR TR	42,930	$6M	0.1%	TRIM −8%
93	AMGNAMGEN INC	17,801	$6M	0.1%	HOLD
94	IVWISHARES TR	54,595	$6M	0.1%	HOLD
95	VTIVANGUARD INDEX FDS	18,704	$6M	0.1%	HOLD
96	VBVANGUARD INDEX FDS	22,721	$6M	0.1%	HOLD
97	IBITISHARES BITCOIN TRUST ETF	150,831	$6M	0.1%	ADD 23%
98	ITWILLINOIS TOOL WKS INC	21,442	$6M	0.1%	HOLD
99	QQQINVESCO QQQ TR	9,603	$6M	0.1%	ADD 10%
100	ECLECOLAB INC	20,725	$6M	0.1%	HOLD
101	NETCLOUDFLARE INC	25,580	$5M	0.1%	HOLD
102	CHKPCHECK POINT SOFTWARE TECH LT	36,175	$5M	0.1%	HOLD
103	UNPUNION PAC CORP	19,664	$5M	0.1%	HOLD
104	CRMSALESFORCE INC	24,703	$5M	0.1%	HOLD
105	PLTRPALANTIR TECHNOLOGIES INC	31,051	$5M	0.1%	TRIM −7%
106	VUGVANGUARD INDEX FDS	10,202	$4M	0.1%	HOLD
107	VOVANGUARD INDEX FDS	15,458	$4M	0.1%	ADD 14%
108	GSGOLDMAN SACHS GROUP INC	5,197	$4M	0.1%	HOLD
109	IJRISHARES TR	33,942	$4M	0.1%	HOLD
110	VVVANGUARD INDEX FDS	14,100	$4M	0.1%	HOLD
111	SPTMSPDR SERIES TRUST	52,608	$4M	0.1%	ADD 9%
112	PMPHILIP MORRIS INTL INC	24,920	$4M	0.1%	TRIM −4%
113	DHRDANAHER CORP DEL	21,722	$4M	0.1%	HOLD
114	AGGISHARES TR	41,343	$4M	0.1%	HOLD
115	EMREMERSON ELEC CO	29,900	$4M	0.1%	TRIM −3%
116	AXPAMERICAN EXPRESS CO	12,652	$4M	0.1%	TRIM −9%
117	ORLYOREILLY AUTOMOTIVE INC	41,060	$4M	0.1%	HOLD
118	HONHONEYWELL INTL INC	16,353	$4M	0.1%	TRIM −6%
119	METAMETA PLATFORMS INC	6,299	$4M	0.1%	HOLD
120	XLFSELECT SECTOR SPDR TR	71,496	$4M	0.1%	TRIM −2%
121	IVEISHARES TR	16,662	$4M	0.1%	HOLD
122	DISDISNEY WALT CO	35,705	$3M	0.1%	TRIM −5%
123	NFLXNETFLIX INC	35,711	$3M	0.1%	TRIM −2%
124	DUKDUKE ENERGY CORP NEW	24,084	$3M	0.0%	TRIM −2%
125	WFCWELLS FARGO CO NEW	38,475	$3M	0.0%	HOLD
126	TRVTRAVELERS COMPANIES INC	10,447	$3M	0.0%	HOLD
127	GEVGE VERNOVA INC	3,474	$3M	0.0%	HOLD
128	CHDCHURCH & DWIGHT CO INC	31,861	$3M	0.0%	TRIM −5%
129	IWRISHARES TR	30,160	$3M	0.0%	HOLD
130	GEGE AEROSPACE	10,272	$3M	0.0%	HOLD
131	AFLAFLAC INC	26,256	$3M	0.0%	HOLD
132	PFEPFIZER INC	101,720	$3M	0.0%	TRIM −5%
133	IDXXIDEXX LABS INC	4,974	$3M	0.0%	HOLD
134	LMTLOCKHEED MARTIN CORP	4,558	$3M	0.0%	HOLD
135	MTDMETTLER TOLEDO INTERNATIONAL	2,175	$3M	0.0%	HOLD
136	ICEINTERCONTINENTAL EXCHANGE IN	17,135	$3M	0.0%	HOLD
137	CSRCENTERSPACE	45,781	$3M	0.0%	HOLD
138	VIGVANGUARD SPECIALIZED FUNDS	12,177	$3M	0.0%	HOLD
139	AAXJISHARES TR	25,985	$3M	0.0%	HOLD
140	XLYSELECT SECTOR SPDR TR	21,915	$2M	0.0%	TRIM −12%
141	QCOMQUALCOMM INC	18,298	$2M	0.0%	ADD 4%
142	PHPARKER-HANNIFIN CORP	2,604	$2M	0.0%	TRIM −11%
143	XLISELECT SECTOR SPDR TR	14,292	$2M	0.0%	HOLD
144	BACBANK AMERICA CORP	47,264	$2M	0.0%	TRIM −6%
145	RPMRPM INTL INC	22,825	$2M	0.0%	TRIM −29%
146	MDTMEDTRONIC PLC	25,723	$2M	0.0%	HOLD
147	IWDISHARES TR	10,398	$2M	0.0%	TRIM −2%
148	VGTVANGUARD WORLD FD	3,175	$2M	0.0%	HOLD
149	PSXPHILLIPS 66	11,988	$2M	0.0%	HOLD
150	BABOEING CO	10,955	$2M	0.0%	TRIM −5%
151	XLCSELECT SECTOR SPDR TR	19,510	$2M	0.0%	HOLD
152	DVYISHARES TR	14,163	$2M	0.0%	TRIM −2%
153	GLWCORNING INC	15,748	$2M	0.0%	HOLD
154	CLCOLGATE PALMOLIVE CO	24,133	$2M	0.0%	TRIM −8%
155	SBUXSTARBUCKS CORP	22,941	$2M	0.0%	TRIM −7%
156	XLESELECT SECTOR SPDR TR	33,398	$2M	0.0%	HOLD
157	YUMYUM BRANDS INC	12,869	$2M	0.0%	TRIM −3%
158	NKENIKE INC	37,771	$2M	0.0%	TRIM −11%
159	VTVANGUARD INTL EQUITY INDEX F	14,334	$2M	0.0%	ADD 14%
160	IEFAISHARES TR	21,296	$2M	0.0%	ADD 9%
161	TGTTARGET CORP	15,311	$2M	0.0%	TRIM −13%
162	OEFISHARES TR	5,805	$2M	0.0%	HOLD
163	MARMARRIOTT INTL INC NEW	5,574	$2M	0.0%	TRIM −3%
164	KMIKINDER MORGAN INC DEL	53,090	$2M	0.0%	HOLD
165	MMM3M CO	12,188	$2M	0.0%	HOLD
166	SUSAISHARES TR	13,358	$2M	0.0%	HOLD
167	DBEFDBX ETF TR	35,624	$2M	0.0%	HOLD
168	OTISOTIS WORLDWIDE CORP	21,531	$2M	0.0%	TRIM −15%
169	ADIANALOG DEVICES INC	5,177	$2M	0.0%	HOLD
170	PNCPNC FINL SVCS GROUP INC	7,880	$2M	0.0%	TRIM −3%
171	IEMGISHARES INC	23,238	$2M	0.0%	ADD 8%
172	SONSONOCO PRODS CO	29,830	$2M	0.0%	TRIM −16%
173	WMWASTE MGMT INC DEL	6,990	$2M	0.0%	HOLD
174	LHXL3HARRIS TECHNOLOGIES INC	4,563	$2M	0.0%	HOLD
175	IWVISHARES TR	4,232	$2M	0.0%	HOLD
176	SYYSYSCO CORP	21,760	$2M	0.0%	HOLD
177	SCHWSCHWAB CHARLES CORP	16,493	$2M	0.0%	TRIM −90%
178	XLBSELECT SECTOR SPDR TR	30,333	$2M	0.0%	TRIM −12%
179	XLPSELECT SECTOR SPDR TR	18,247	$1M	0.0%	TRIM −20%
180	GILDGILEAD SCIENCES INC	10,713	$1M	0.0%	TRIM −2%
181	XARSPDR SERIES TRUST	5,863	$1M	0.0%	ADD 62%
182	CARRCARRIER GLOBAL CORPORATION	26,396	$1M	0.0%	TRIM −46%
183	VOYGVOYAGER TECHNOLOGIES INC	63,494	$1M	0.0%	NEW
184	HDVISHARES TR	10,767	$1M	0.0%	TRIM −26%
185	INTCINTEL CORP	32,918	$1M	0.0%	TRIM −9%
186	PRFZINVESCO EXCHANGE TRADED FD T	31,160	$1M	0.0%	HOLD
187	SEISOLARIS ENERGY INFRAS INC	25,000	$1M	0.0%	HOLD
188	MRSHMARSH & MCLENNAN COS INC	8,044	$1M	0.0%	HOLD
189	EQIXEQUINIX INC	1,418	$1M	0.0%	HOLD
190	ZTSZOETIS INC	11,675	$1M	0.0%	ADD 2%
191	DOVDOVER CORP	6,574	$1M	0.0%	TRIM −6%
192	AYIACUITY INC	4,862	$1M	0.0%	HOLD
193	COPCONOCOPHILLIPS	10,253	$1M	0.0%	TRIM −13%
194	CDWCDW CORP	11,151	$1M	0.0%	TRIM −98%
195	NXPINXP SEMICONDUCTORS N V	6,849	$1M	0.0%	TRIM −3%
196	BMYBRISTOL-MYERS SQUIBB CO	21,571	$1M	0.0%	TRIM −3%
197	SLVISHARES SILVER TR	19,179	$1M	0.0%	TRIM −40%
198	ATRAPTARGROUP INC	10,360	$1M	0.0%	HOLD
199	VOOVVANGUARD ADMIRAL FDS INC	6,304	$1M	0.0%	HOLD
200	AMDADVANCED MICRO DEVICES INC	6,277	$1M	0.0%	TRIM −6%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

1.7M

1.6M

1.5M

$382M

NVDANVIDIA CORPORATION

2.4M

2.5M

2.4M

2.3M

2.2M

$381M

MSFTMICROSOFT CORP

871K

861K

836K

819K

812K

784K

$290M

GOOGALPHABET INC

1.0M

999K

984K

977K

953K

887K

$255M

AMZNAMAZON COM INC

1.2M

1.1M

$234M

GOOGLALPHABET INC

820K

807K

782K

767K

751K

714K

$205M

MAMASTERCARD INCORPORATED

437K

421K

412K

406K

399K

392K

$196M

MSMORGAN STANLEY

1.3M

1.2M

1.3M

1.2M

$194M

FIXCOMFORT SYS USA INC

—

127K

159K

155K

134K

$185M

AZOAUTOZONE INC

58K

55K

53K

52K

51K

$174M

WMBWILLIAMS COS INC

2.8M

2.7M

2.5M

2.4M

$173M

JPMJPMORGAN CHASE & CO

651K

636K

600K

591K

587K

532K

$157M

BXBLACKSTONE INC

1.4M

1.3M

$155M

HDHOME DEPOT INC

468K

460K

451K

445K

440K

432K

$142M

CBCHUBB LIMITED

454K

444K

435K

437K

429K

421K

$137M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Evercore Wealth Management, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 418 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Evercore Wealth Management, LLC