Evercore Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| ADOBE INC. | $73.72M | 1.1% |
| VANGUARD INDEX FDS | $68.14M | 1.0% |
| PROGRESSIVE CORP/OH | $63.14M | 0.9% |
| American Tower Corp | $62.77M | 0.9% |
| CDW Corp | $62.32M | 0.9% |
| SHARKNINJA INC | $60.16M | 0.9% |
| ARES CAPITAL CORPARCC | $59.44M | 0.9% |
| EOG RESOURCES INC | $57.99M | 0.8% |
| Crocs, Inc. | $54.59M | 0.8% |
| GENERAC HOLDINGS INC. | $53.87M | 0.8% |
| ISHARES TR | $53.84M | 0.8% |
| ISHARES GOLD TR | $50.79M | 0.7% |
| MercadoLibre, Inc. | $47.55M | 0.7% |
| TJX Cos Inc/The | $47.02M | 0.7% |
| WISDOMTREE TR | $41.76M | 0.6% |
| ELI LILLY & Co | $37.45M | 0.5% |
| JANUS DETROIT STR TR | $35.89M | 0.5% |
| UNITEDHEALTH GROUP INC | $35.66M | 0.5% |
| Accenture plc | $35.63M | 0.5% |
| JOHNSON & JOHNSON | $32.35M | 0.5% |
| SHERWIN WILLIAMS CO | $32.02M | 0.5% |
| WORLD GOLD TR | $30.21M | 0.4% |
| SPDR GOLD TR | $29.26M | 0.4% |
| ISHARES TR | $29.19M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $28.19M | 0.4% |