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Evercore Wealth Management, LLC

Q2 2026 13F filing

Updated 27 days ago

734 disclosed positions worth $7.1B

Portfolio value
$7.1B
Total holdings
734
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$385.1M
Shares
1.33M
% Port
5.45%
N

NVIDIA CORPORATION

Value
$377.3M
Shares
1.89M
% Port
5.34%
M

MICROSOFT CORP

Value
$254.1M
Shares
681.3K
% Port
3.60%
G

ALPHABET INC

Value
$252.5M
Shares
714.6K
% Port
3.57%
A

AMAZON COM INC

Value
$231.7M
Shares
972.3K
% Port
3.28%
G

ALPHABET INC

Value
$221.3M
Shares
619.4K
% Port
3.13%
F
7.FIX

COMFORT SYS USA INC

Value
$199.4M
Shares
100.6K
% Port
2.82%
M

MORGAN STANLEY

Value
$198M
Shares
947.2K
% Port
2.80%
M
9.MA

MASTERCARD INCORPORATED

Value
$175.6M
Shares
341.9K
% Port
2.48%
F
10.FBTC

WILLIAMS COS INC

Value
$156.7M
Shares
2.11M
% Port
2.22%
J

JPMORGAN CHASE & CO

Value
$154.8M
Shares
472.8K
% Port
2.19%
A
12.AZO

AUTOZONE INC

Value
$143M
Shares
44.7K
% Port
2.02%
B
13.BX

BLACKSTONE INC

Value
$139.3M
Shares
1.18M
% Port
1.97%
H
14.HD

HOME DEPOT INC

Value
$133.2M
Shares
377.7K
% Port
1.88%
V
15.VIK

VIKING HOLDINGS LTD

Value
$132.9M
Shares
1.27M
% Port
1.88%
C
16.CB

CHUBB LIMITED

Value
$125.1M
Shares
367.2K
% Port
1.77%
T
17.TMO

THERMO FISHER SCIENTIFIC INC

Value
$115.4M
Shares
230.1K
% Port
1.63%
C
18.CBRE

CBRE GROUP INC

Value
$114.1M
Shares
847.1K
% Port
1.61%
B

BERKSHIRE HATHAWAY INC DEL

Value
$102.4M
Shares
204.6K
% Port
1.45%
G
20.GNRC

GENERAC HLDGS INC

Value
$95.2M
Shares
325.2K
% Port
1.35%
S
21.SN

SHARKNINJA INC

Value
$93.3M
Shares
613.0K
% Port
1.32%
B
22.BSTZ

BLACKROCK INC

Value
$91.9M
Shares
95.6K
% Port
1.30%
V
23.VGES

VANGUARD INDEX FDS

Value
$88.6M
Shares
129.1K
% Port
1.25%
C
24.COST

COSTCO WHOLESALE CORPORATION

Value
$88M
Shares
94.1K
% Port
1.25%
A
25.APH

AMPHENOL CORP

Value
$87.6M
Shares
496.9K
% Port
1.24%
A
26.AVGO

BROADCOM INC

Value
$83.2M
Shares
220.3K
% Port
1.18%
B
27.BTCW

WISDOMTREE TR

Value
$80.9M
Shares
839.5K
% Port
1.14%
U
28.UBER

UBER TECHNOLOGIES INC

Value
$78.3M
Shares
1.09M
% Port
1.11%
S
29.SPY

STATE STR SPDR S&P 500 ETF T

Value
$70.8M
Shares
94.8K
% Port
1.00%
S
30.SPOT

SPOTIFY TECHNOLOGY S A

Value
$67.6M
Shares
147.2K
% Port
0.96%
E
31.EOG

EOG RES INC

Value
$67.2M
Shares
518.2K
% Port
0.95%
C
32.CROX

CROCS INC

Value
$62.9M
Shares
521.5K
% Port
0.89%
E
33.ETHA

ISHARES TR

Value
$60.5M
Shares
80.7K
% Port
0.86%
P
34.PGR

PROGRESSIVE CORP

Value
$58.5M
Shares
268.0K
% Port
0.83%
B
35.BLDR

BUILDERS FIRSTSOURCE INC

Value
$58.2M
Shares
650.2K
% Port
0.82%
N
36.NVDA

NVIDIA CORPORATION

Value
$52M
Shares
260.1K
% Port
0.74%
A
37.ARCC

ARES CAPITAL CORP

Value
$51.1M
Shares
2.76M
% Port
0.72%
N
38.NOW

SERVICENOW INC

Value
$50.8M
Shares
512.0K
% Port
0.72%
V
39.VGES

VANGUARD INTL EQUITY INDEX F

Value
$47.6M
Shares
568.8K
% Port
0.67%
B
40.BTCW

WISDOMTREE TR

Value
$44.5M
Shares
256.6K
% Port
0.63%
I
41.IAU

ISHARES GOLD TR

Value
$42M
Shares
555.7K
% Port
0.59%
A
42.AAPL

APPLE INC

Value
$41.1M
Shares
141.9K
% Port
0.58%
N
43.NOC

JANUS DETROIT STR TR

Value
$39.5M
Shares
783.2K
% Port
0.56%
M
44.MSFT

MICROSOFT CORP

Value
$37.5M
Shares
100.4K
% Port
0.53%
G

ALPHABET INC

Value
$34.6M
Shares
98.0K
% Port
0.49%
T
46.TJX

TJX COS INC NEW

Value
$34.4M
Shares
226.9K
% Port
0.49%
A
47.AMZN

AMAZON COM INC

Value
$33.1M
Shares
138.7K
% Port
0.47%
G
48.GLD

WORLD GOLD TR

Value
$32.1M
Shares
404.7K
% Port
0.45%
S
49.SHW

SHERWIN WILLIAMS CO

Value
$30.7M
Shares
89.1K
% Port
0.43%
J
50.JNJ

JOHNSON & JOHNSON

Value
$29.6M
Shares
116.6K
% Port
0.42%