Evercore Wealth Management, LLC
435 holdingsFiling period: 2026-06-30Current AUM: $7.27Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 2.15M | $430.5M | $468.9M | 6.45% | -31,467 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 1.47M | $426.8M | $511.9M | 7.04% | -29,408 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 783.5K | $292.3M | $416.3M | 5.73% | -651 | 2026-06-30 |
| 4 | GOOG | Alphabet Inc | 815.3K | $288.1M | $258.3M | 3.55% | -72,117 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 1.11M | $265.5M | $281.9M | 3.88% | -8,215 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 678.0K | $242.3M | $217.3M | 2.99% | -36,057 | 2026-06-30 |
| 7 | MS | Morgan Stanley | 1.09M | $227.5M | $203.4M | 2.80% | -89,225 | 2026-06-30 |
| 8 | FIX | Comfort Sys USA Inc | 112.4K | $222.8M | $144.8M | 1.99% | -21,916 | 2026-06-30 |
| 9 | MA | Mastercard Incorporated | 389.6K | $200.1M | $237.6M | 3.27% | -2,501 | 2026-06-30 |
| 10 | WMB | Williams Cos Inc | 2.35M | $174.5M | $174.0M | 2.39% | -22,678 | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 519.6K | $170.1M | $174.5M | 2.40% | -12,523 | 2026-06-30 |
| 12 | AZO | Autozone Inc | 51.6K | $164.9M | $162.1M | 2.23% | +162 | 2026-06-30 |
| 13 | BX | Blackstone Inc | 1.35M | $158.8M | $157.4M | 2.17% | +3.5K | 2026-06-30 |
| 14 | — | Viking Holdings Ltd | 1.47M | $153.3M | $153.3M | 2.11% | -207,181 | 2026-06-30 |
| 15 | HD | Home Depot Inc | 429.3K | $151.4M | $136.7M | 1.88% | -2,885 | 2026-06-30 |
| 16 | — | Chubb Limited | 416.1K | $141.8M | $141.8M | 1.95% | -4,489 | 2026-06-30 |
| 17 | TMO | Thermo Fisher Scientific Inc | 265.2K | $132.9M | $183.8M | 2.53% | -1,590 | 2026-06-30 |
| 18 | CBRE | Cbre Group Inc | 982.8K | $132.4M | $119.6M | 1.65% | -4,246 | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del | 251.5K | $125.8M | $125.8M | 1.73% | -6,157 | 2026-06-30 |
| 20 | GNRC | Generac Hldgs Inc | 370.5K | $108.5M | $71.8M | 0.99% | -15,654 | 2026-06-30 |
| 21 | — | Sharkninja Inc | 707.3K | $107.7M | $107.7M | 1.48% | +36.9K | 2026-06-30 |
| 22 | BLK | BlackRock Inc | 105.8K | $101.7M | $120.2M | 1.65% | -357 | 2026-06-30 |
| 23 | VOO | Vanguard Index Fds | 146.1K | $100.4M | $103.4M | 1.42% | +20.7K | 2026-06-30 |
| 24 | DLN | WisdomTree TR | 1.04M | $99.7M | $103.7M | 1.43% | -10,966 | 2026-06-30 |
| 25 | APH | Amphenol Corp | 556.8K | $98.2M | $87.1M | 1.20% | +501.0K | 2026-06-30 |
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