Evercore Wealth Management, LLC
Sector Allocation
- Technology34.1%$2.4B
- Financials21.9%$1.5B
- Consumer Discretionary10.9%$774.2M
- Other10.0%$706.4M
- Industrials7.4%$523.1M
- Energy4.4%$310.7M
- Healthcare4.3%$306.8M
- Real Estate2.4%$169.7M
- Consumer Staples2.2%$157.5M
- Communication Services1.2%$85.1M
AUM History
13fpro.ai/research/fund/evercore-wealth-management-llc-1482689
Conviction and streaks
Stable · top 10 = 39.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$430.5MAAPL
$426.8MMSFT
$292.3MGOOG
$288.1MAMZN
$265.5MGOOGL
$242.3MMS
$227.5MFIX
$222.8MMA
$200.1MWMB
$174.5MJPM
$170.1MAZO
$164.9MBX
$158.8MVIK
$153.3MHD
$151.4MCB
$141.8MTMO
$132.9MCBRE
$132.4MBRK.B
$125.8MGNRC
$108.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evercore-wealth-management-llc-1482689
Evercore Wealth Management, LLC 13F holdings — Q2 2026
$7.1B portfolio (+11.1% QoQ) · 433 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$430.5M
6.1% of stocks
-1%This quarter-4.1%Since filed10+ qtrsHeld$426.8M
6.0% of stocks
-2%This quarter+12.4%Since filed10+ qtrsHeld$292.3M
4.1% of stocks
-0.1%This quarter+7.5%Since filed10+ qtrsHeld$288.1M
4.1% of stocks
-8%This quarter-8.5%Since filed10+ qtrsHeld$265.5M
3.8% of stocks
-0.7%This quarter-5.2%Since filed10+ qtrsHeld$242.3M
3.4% of stocks
-5%This quarter-8.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row$227.5M
3.2% of stocks
-8%This quarter-15.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$222.8M
3.1% of stocks
-16%This quarter-29.9%Since filed6 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$200.1M
2.8% of stocks
-0.6%This quarter+7.8%Since filed10+ qtrsHeld$174.5M
2.5% of stocks
-1.0%This quarter-4.6%Since filed10+ qtrsHeld
All holdings — Evercore Wealth Management, LLC (Q2 2026)
433 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $170.1M | 2.4% | 520K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AUTOZONE INC | Consumer Discretionary | $164.9M | 2.3% | 52K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Blackstone Inc. | Financials | $158.8M | 2.3% | 1.35M | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Viking Holdings Ltd | Industrials | $153.3M | 2.2% | 1.47M | -12% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | HOME DEPOT, INC. | Consumer Discretionary | $151.4M | 2.1% | 429K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Chubb Ltd | Financials | $141.8M | 2.0% | 416K | -1% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $132.9M | 1.9% | 265K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CBRE GROUP, INC. | Real Estate | $132.4M | 1.9% | 983K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $125.8M | 1.8% | 252K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GENERAC HOLDINGS INC. | Technology | $108.5M | 1.5% | 370K | -4% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SharkNinja, Inc. | Technology | $107.7M | 1.5% | 707K | +6% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BlackRock, Inc. | Financials | $101.7M | 1.4% | 106K | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $100.4M | 1.4% | 146K | +16% | — | — | 13F |
| 24 | WisdomTree, Inc. | Financials | $99.7M | 1.4% | 1.04M | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMPHENOL CORP /DE/ | Technology | $98.2M | 1.4% | 557K | +898% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $93.1M | 1.3% | 100K | -0.6% | |||
| 27 | $AVGO | Broadcom Inc. | Technology | $93.1M | 1.3% | 246K | +673% | |||
| 28 | $UBER | Uber Technologies, Inc | Technology | $88.0M | 1.3% | 1.22M | +5% | |||
| 29 | $SPY | SPDR S&P 500 ETF TRUST | — | $86.8M | 1.2% | 116K | +0.5% | |||
| 30 | $SPOT | Spotify Technology S.A. | Communication Services | $77.2M | 1.1% | 168K | +11% | |||
| 31 | $EOG | EOG RESOURCES INC | Energy | $75.7M | 1.1% | 584K | +6% | |||
| 32 | $CROX | Crocs, Inc. | Consumer Discretionary | $71.8M | 1.0% | 595K | -7% | |||
| 33 | $BLDR | Builders FirstSource, Inc. | Industrials | $68.8M | 1.0% | 769K | -4% | |||
| 34 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $67.4M | 0.9% | 308K | -3% | |||
| 35 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $61.6M | 0.9% | 735K | +22% | |||
| 36 | — | ISHARES TR - CORE S&P500 ETF | — | $60.5M | 0.9% | 81K | +1.0% | |||
| 37 | $NOW | ServiceNow, Inc. | Technology | $58.5M | 0.8% | 589K | New | |||
| 38 | $ARCC | ARES CAPITAL CORP | Other | $55.7M | 0.8% | 3.01M | -4% | |||
| 39 | $WT | WisdomTree, Inc. | Financials | $53.9M | 0.8% | 311K | +1% | |||
| 40 | $IAU | ISHARES GOLD TRUST | Financials | $47.4M | 0.7% | 628K | +1% | |||
| 41 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $44.6M | 0.6% | 883K | +14% | |||
| 42 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $39.2M | 0.6% | 258K | -5% | |||
| 43 | $GLDM | World Gold Trust | Financials | $34.8M | 0.5% | 438K | +11% | |||
| 44 | $JNJ | JOHNSON & JOHNSON | Healthcare | $33.0M | 0.5% | 130K | -2% | |||
| 45 | $SHW | SHERWIN WILLIAMS CO | Materials | $31.9M | 0.5% | 93K | -3% | |||
| 46 | $LLY | ELI LILLY & Co | Healthcare | $30.9M | 0.4% | 26K | -5% | |||
| 47 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $30.4M | 0.4% | 186K | -46% | |||
| 48 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $29.9M | 0.4% | 38K | New | |||
| 49 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $28.6M | 0.4% | 69K | -19% | |||
| 50 | — | ISHARES TR - RUS 1000 GRW ETF | — | $28.6M | 0.4% | 230K | +286% | |||
| 51 | $GLD | SPDR GOLD TRUST | Financials | $25.9M | 0.4% | 70K | -3% | |||
| 52 | $CVX | CHEVRON CORP | Energy | $23.6M | 0.3% | 142K | -1% | |||
| 53 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $21.0M | 0.3% | 294K | +23% | |||
| 54 | $ABBV | AbbVie Inc. | Healthcare | $20.1M | 0.3% | 80K | -3% | |||
| 55 | $CSCO | CISCO SYSTEMS, INC. | Technology | $20.0M | 0.3% | 170K | -3% | |||
| 56 | — | ISHARES TR - MSCI EAFE ETF | — | $18.9M | 0.3% | 182K | +1% | |||
| 57 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $17.0M | 0.2% | 61K | -4% | |||
| 58 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $16.4M | 0.2% | 23K | -3% | |||
| 59 | $NEE | NEXTERA ENERGY INC | Utilities | $15.5M | 0.2% | 176K | +0.9% | |||
| 60 | $IVZ | Invesco Ltd. | Financials | $15.1M | 0.2% | 71K | +22% | |||
| 61 | $TSLA | Tesla, Inc. | Consumer Discretionary | $13.2M | 0.2% | 31K | -13% | |||
| 62 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $12.8M | 0.2% | 215K | +3% | |||
| 63 | — | ISHARES TR - RUS 1000 ETF | — | $12.6M | 0.2% | 31K | -2% | |||
| 64 | $JBL | JABIL INC | Technology | $12.2M | 0.2% | 32K | -3% | |||
| 65 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $12.2M | 0.2% | 55K | +0.1% | |||
| 66 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $12.1M | 0.2% | 136K | +0.7% | |||
| 67 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $11.9M | 0.2% | 63K | +7% | |||
| 68 | $MRK | Merck & Co., Inc. | Healthcare | $11.7M | 0.2% | 91K | -0.8% | |||
| 69 | — | ISHARES TR - RUSSELL 2000 ETF | — | $11.7M | 0.2% | 39K | -0.4% | |||
| 70 | $V | VISA INC. | Financials | $11.6M | 0.2% | 34K | +0.2% | |||
| 71 | — | ISHARES TR - CORE S&P MCP ETF | — | $11.5M | 0.2% | 149K | +3% | |||
| 72 | $PEP | PEPSICO INC | Consumer Staples | $11.2M | 0.2% | 83K | -1% | |||
| 73 | $TXN | TEXAS INSTRUMENTS INC | Technology | $11.1M | 0.2% | 37K | -7% | |||
| 74 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $10.6M | 0.1% | 15K | -2% | |||
| 75 | $RTX | RTX Corp | Industrials | $10.4M | 0.1% | 55K | -0.1% | |||
| 76 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $10.3M | 0.1% | 76K | -0.1% | |||
| 77 | $KO | COCA COLA CO | Consumer Staples | $10.2M | 0.1% | 126K | -7% | |||
| 78 | $ROP | ROPER TECHNOLOGIES INC | Technology | $10.1M | 0.1% | 30K | -17% | |||
| 79 | $MCK | MCKESSON CORP | Consumer Staples | $10.0M | 0.1% | 13K | -6% | |||
| 80 | $SYK | STRYKER CORP | Healthcare | $9.3M | 0.1% | 29K | -2% | |||
| 81 | $CAT | CATERPILLAR INC | Industrials | $9.1M | 0.1% | 8,582 | -3% | |||
| 82 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.9M | 0.1% | 61K | -2% | |||
| 83 | $WMT | Walmart Inc. | Consumer Staples | $8.7M | 0.1% | 77K | -2% | |||
| 84 | $MPLX | MPLX LP | Energy | $8.6M | 0.1% | 152K | +15% | |||
| 85 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $8.2M | 0.1% | 11 | — | |||
| 86 | $ORCL | ORACLE CORP | Technology | $8.2M | 0.1% | 56K | -7% | |||
| 87 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $8.1M | 0.1% | 220K | — | |||
| 88 | — | ISHARES TR - S&P 500 GRWT ETF | — | $7.5M | 0.1% | 55K | — | |||
| 89 | $MCD | MCDONALDS CORP | Consumer Discretionary | $7.4M | 0.1% | 27K | -21% | |||
| 90 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $7.2M | 0.1% | 9,780 | +2% | |||
| 91 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $7.0M | 0.1% | 19K | +1% | |||
| 92 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $7.0M | 0.1% | 23K | +1% | |||
| 93 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $7.0M | 0.1% | 32K | -0.6% | |||
| 94 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $6.7M | 0.1% | 42K | -2% | |||
| 95 | $ACN | Accenture plc | Technology | $6.6M | 0.1% | 53K | -45% | |||
| 96 | $AMGN | AMGEN INC | Healthcare | $6.1M | 0.1% | 17K | -6% | |||
| 97 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $6.0M | 0.1% | 67K | +27% | |||
| 98 | $ECL | ECOLAB INC. | Materials | $5.8M | 0.1% | 21K | -0.3% | |||
| 99 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $5.5M | 0.1% | 3,263 | -88% | |||
| 100 | $IBIT | iShares Bitcoin Trust ETF | Financials | $5.5M | 0.1% | 166K | +10% | |||
| 101 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $5.4M | 0.1% | 20K | -6% | |||
| 102 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.4M | 0.1% | 59K | -33% | |||
| 103 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $5.3M | 0.1% | 62K | +507% | |||
| 104 | $NET | Cloudflare, Inc. | Technology | $5.2M | 0.1% | 21K | -16% | |||
| 105 | $UNP | UNION PACIFIC CORP | Industrials | $5.2M | 0.1% | 19K | -3% | |||
| 106 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.0M | 0.1% | 4,984 | -4% | |||
| 107 | — | ISHARES TR - CORE S&P SCP ETF | — | $5.0M | 0.1% | 34K | -0.8% | |||
| 108 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $5.0M | 0.1% | 62K | +300% | |||
| 109 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $4.8M | 0.1% | 14K | — | |||
| 110 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $4.8M | 0.1% | 36K | — | |||
| 111 | $PM | Philip Morris International Inc. | Consumer Staples | $4.5M | 0.1% | 25K | -0.3% | |||
| 112 | $INTC | INTEL CORP | Technology | $4.3M | 0.1% | 31K | -7% | |||
| 113 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.3M | 0.1% | 30K | -0.1% | |||
| 114 | $AXP | AMERICAN EXPRESS CO | Financials | $4.3M | 0.1% | 13K | -0.1% | |||
| 115 | $GEV | GE Vernova Inc. | Industrials | $4.2M | 0.1% | 3,577 | +3% | |||
| 116 | — | ISHARES TR - CORE US AGGBD ET | — | $4.1M | 0.1% | 42K | +1.0% | |||
| 117 | $DHR | DANAHER CORP /DE/ | Healthcare | $4.1M | 0.1% | 21K | -1% | |||
| 118 | $GE | GENERAL ELECTRIC CO | Industrials | $4.0M | 0.1% | 11K | +5% | |||
| 119 | $GLW | CORNING INC /NY | Materials | $4.0M | 0.1% | 16K | -1% | |||
| 120 | $CRM | Salesforce, Inc. | Technology | $3.9M | 0.1% | 25K | -0.0% | |||
| 121 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $3.8M | 0.1% | 71K | — | |||
| 122 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $3.8M | 0.1% | 41K | +0.1% | |||
| 123 | — | ISHARES TR - S&P 500 VAL ETF | — | $3.8M | 0.1% | 17K | -0.2% | |||
| 124 | $PLTR | Palantir Technologies Inc. | Technology | $3.7M | 0.1% | 32K | +2% | |||
| 125 | $MU | MICRON TECHNOLOGY INC | Technology | $3.6M | 0.1% | 3,148 | -14% | |||
| 126 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.6M | 0.1% | 6,117 | -3% | |||
| 127 | $META | Meta Platforms, Inc. | Technology | $3.5M | 0.1% | 6,299 | — | |||
| 128 | $QCOM | QUALCOMM INC/DE | Technology | $3.4M | 0.1% | 18K | -0.8% | |||
| 129 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $3.3M | 0.1% | 10K | -3% | |||
| 130 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $3.3M | 0.1% | 63K | +89% | |||
| 131 | $DIS | Walt Disney Co | Communication Services | $3.3M | 0.1% | 35K | -3% | |||
| 132 | — | ISHARES TR - RUS MID CAP ETF | — | $3.3M | 0.1% | 30K | +0.3% | |||
| 133 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.2M | 0.0% | 38K | -0.3% | |||
| 134 | — | ISHARES TR - MSCI AC ASIA ETF | — | $3.1M | 0.0% | 26K | — | |||
| 135 | $AFL | AFLAC INC | Financials | $3.1M | 0.0% | 26K | +0.1% | |||
| 136 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $3.1M | 0.0% | 32K | -0.2% | |||
| 137 | $DUK | Duke Energy CORP | Utilities | $3.0M | 0.0% | 24K | -0.3% | |||
| 138 | — | VANGUARD WORLD FD - INF TECH ETF | — | $3.0M | 0.0% | 25K | +700% | |||
| 139 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $2.9M | 0.0% | 2,275 | +5% | |||
| 140 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.9M | 0.0% | 12K | +0.7% | |||
| 141 | $ADBE | ADOBE INC. | Technology | $2.7M | 0.0% | 13K | -93% | |||
| 142 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $2.7M | 0.0% | 5,174 | +4% | |||
| 143 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.7M | 0.0% | 47K | -0.9% | |||
| 144 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $2.6M | 0.0% | 14K | — | |||
| 145 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $2.6M | 0.0% | 22K | +2% | |||
| 146 | $CSR | CENTERSPACE | Real Estate | $2.6M | 0.0% | 46K | — | |||
| 147 | $NFLX | NETFLIX INC | Communication Services | $2.5M | 0.0% | 36K | — | |||
| 148 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $2.5M | 0.0% | 23K | -1% | |||
| 149 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.5M | 0.0% | 10K | -2% | |||
| 150 | $PH | Parker-Hannifin Corp | Industrials | $2.5M | 0.0% | 2,523 | -3% |
What changed in Q2 2026
Against the previous quarter's 13F: 35 new, 86 added to, 174 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (35)
$CASYCASEYS GENERAL STORES INC$29.9M
first bought this quarter
$LEUCENTRUS ENERGY CORP$2.2M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.8M
first bought this quarter
$GLNGGOLAR LNG LTD$498K
first bought this quarter
$PAAPLAINS ALL AMERICAN PIPELINE LP$445K
first bought this quarter
$BXDCBlackstone Digital Infrastructure Trust Inc.$433K
first bought this quarter
+29 more in the Excel export
Added to (86)
$APHAMPHENOL CORP /DE/+898%
now $98.2M · held 10+ qtrs
$AVGOBroadcom Inc.+673%
now $93.1M · held 10+ qtrs
- ISHARES TR - RUS 1000 GRW ETF+286%
now $28.6M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+16%
now $100.4M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US+22%
now $61.6M
$SPOTSpotify Technology S.A.+11%
now $77.2M · held 10+ qtrs, 2 adds in a row
+80 more in the Excel export
Trimmed (174)
now $222.8M · held 6 qtrs, 3 trims in a row
$MELIMERCADOLIBRE INC-88%
now $5.5M · held 4 qtrs
$ADBEADOBE INC.-93%
now $2.7M · held 10+ qtrs, 2 trims in a row
$AMTAMERICAN TOWER CORP /MA/-46%
now $30.4M · held 10+ qtrs, 6 trims in a row
now $288.1M · held 10+ qtrs, 3 trims in a row
now $153.3M · held 7 qtrs
+168 more in the Excel export
Holdings by quarter
Every 13F Evercore Wealth Management, LLC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow Evercore Wealth Management?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Evercore Wealth Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-3.5%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 12% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Evercore Wealth Management, LLC disclosed 433 positions worth $7.1B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.1% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 35 new positions and exited 20 — including a new stake in $CASY and a full exit from $WTM. The portfolio is most concentrated in Technology (34.1% of disclosed assets). All figures are sourced directly from Evercore Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1482689.
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