Evercore Wealth Management, LLC
419 holdingsFiling period: 2026-03-31Current AUM: $7.12Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 1.50M | $381.8M | $464.7M | 6.52% | -72,216 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 2.18M | $380.7M | $438.2M | 6.15% | -81,972 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 784.2K | $290.3M | $364.4M | 5.12% | -27,332 | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 887.4K | $254.6M | $316.5M | 4.44% | -65,578 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 1.12M | $233.7M | $304.8M | 4.28% | -22,587 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 714.0K | $205.3M | $254.3M | 3.57% | -37,360 | 2026-03-31 |
| 7 | MA | MASTERCARD INCORPORATED | 392.1K | $195.9M | $224.7M | 3.15% | -7,117 | 2026-03-31 |
| 8 | MS | MORGAN STANLEY | 1.18M | $193.8M | $247.7M | 3.48% | -39,209 | 2026-03-31 |
| 9 | FIX | COMFORT SYS USA INC | 134.3K | $185.2M | $232.3M | 3.26% | -20,929 | 2026-03-31 |
| 10 | AZO | AUTOZONE INC | 51.4K | $173.7M | $155.1M | 2.18% | -536 | 2026-03-31 |
| 11 | WMB | WILLIAMS COS INC | 2.37M | $172.5M | $169.6M | 2.38% | -88,419 | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 532.1K | $156.5M | $187.2M | 2.63% | -54,861 | 2026-03-31 |
| 13 | BX | BLACKSTONE INC | 1.35M | $154.7M | $171.9M | 2.41% | +28.6K | 2026-03-31 |
| 14 | HD | HOME DEPOT INC | 432.2K | $142.1M | $143.5M | 2.01% | -8,119 | 2026-03-31 |
| 15 | — | CHUBB LTD SWITZ | 420.6K | $137.1M | $137.1M | 1.92% | -8,906 | 2026-03-31 |
| 16 | CBRE | CBRE GROUP INC | 987.1K | $133.7M | $144.9M | 2.03% | -9,919 | 2026-03-31 |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | 266.8K | $131.1M | $153.2M | 2.15% | -8,002 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 257.7K | $123.5M | $123.5M | 1.73% | -8,789 | 2026-03-31 |
| 19 | — | VIKING HOLDINGS LTD | 1.67M | $122.9M | $122.9M | 1.72% | +14.5K | 2026-03-31 |
| 20 | BLK | BLACKROCK INC | 106.2K | $102.1M | $115.8M | 1.62% | -2,397 | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 100.1K | $99.8M | $95.3M | 1.34% | -1,117 | 2026-03-31 |
| 22 | DLN | WISDOMTREE TR | 1.05M | $93.5M | $103.1M | 1.45% | +12.6K | 2026-03-31 |
| 23 | UBER | UBER TECHNOLOGIES INC | 1.16M | $83.2M | $81.3M | 1.14% | +68.4K | 2026-03-31 |
| 24 | EOG | EOG RES INC | 549.2K | $79.4M | $81.7M | 1.15% | -3,051 | 2026-03-31 |
| 25 | GNRC | GENERAC HLDGS INC | 386.1K | $75.4M | $76.1M | 1.07% | -8,866 | 2026-03-31 |
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