Institutions / Evercore Wealth Management, LLC
Evercore Wealth Management, LLC
CIK 1482689 · Institution · as of Dec 31, 2025
Portfolio value
$6.82B
Positions
420
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 420 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $428.60M | 6.3% |
| NVIDIA Corp | $422.40M | 6.2% |
| Microsoft Corp | $392.47M | 5.8% |
| Alphabet Inc. | $299.05M | 4.4% |
| Amazon.com Inc | $264.24M | 3.9% |
| Alphabet Inc. | $235.18M | 3.4% |
| Mastercard Inc | $227.88M | 3.3% |
| Morgan Stanley | $215.98M | 3.2% |
| Blackstone Inc | $203.02M | 3.0% |
| JPMorgan Chase & Co | $189.14M | 2.8% |
| Autozone Inc | $176.23M | 2.6% |
| CBRE Group Inc | $160.31M | 2.3% |
| Thermo Fisher Scientific Inc. | $159.21M | 2.3% |
| Home Depot, Inc. | $151.51M | 2.2% |
| Williams Cos Inc/The | $147.81M | 2.2% |
| Comfort Systems USA Inc | $144.88M | 2.1% |
| Chubb Ltd | $134.05M | 2.0% |
| Warren E. Buffett | $133.93M | 2.0% |
| Viking Holdings Ltd | $118.38M | 1.7% |
| BlackRock, Inc. | $116.20M | 1.7% |
| WisdomTree Trust | $91.06M | 1.3% |
| Uber Technologies, Inc | $88.87M | 1.3% |
| Costco Wholesale Corp /New | $87.30M | 1.3% |
| Builders FirstSource Inc | $84.31M | 1.2% |
| SPDR S&P 500 ETF Tr | $79.48M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.