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Evercore Wealth Management, LLC

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 1482689

Reported value
$7.1bn
81% in companies we cover
Positions we cover
299
Largest NVDA 6.1%
Copy, a year
+14.7%
S&P 500 +14.1%
Copy Sharpe ratio
0.79
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $60.9k$57.0k
CopyS&P 500 $10,000 copying Evercore Wealth Management, LLC's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.8% (S&P 500 −31.8%); beta 1.01; alpha +0.5% a year (t = 0.49); last 12 months +9.8% against +12.1%.

Reported value by quarter

Evercore Wealth Management, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $2T $4T $6T Reported value, 2013-06-30: $1.8B Reported value, 2013-09-30: $1.7B Reported value, 2013-12-31: $1.8B Reported value, 2014-03-31: $1.8B Reported value, 2014-06-30: $1.9B Reported value, 2014-09-30: $2B Reported value, 2014-12-31: $2B Reported value, 2015-03-31: $2.2B Reported value, 2015-06-30: $2.2B Reported value, 2015-09-30: $2.1B Reported value, 2015-12-31: $2.2B Reported value, 2016-03-31: $2.3B Reported value, 2016-06-30: $2.3B Reported value, 2016-09-30: $2.4B Reported value, 2016-12-31: $2.4B Reported value, 2017-03-31: $2.5B Reported value, 2017-06-30: $2.6B Reported value, 2017-09-30: $2.6B Reported value, 2017-12-31: $2.7B Reported value, 2018-03-31: $2.6B Reported value, 2018-06-30: $2.9B Reported value, 2018-09-30: $3.1B Reported value, 2018-12-31: $2.6B Reported value, 2019-03-31: $3.1B Reported value, 2019-06-30: $3.3B Reported value, 2019-09-30: $3.4B Reported value, 2019-12-31: $3.7B Reported value, 2020-03-31: $3B Reported value, 2020-06-30: $3.7B Reported value, 2020-09-30: $4.1B Reported value, 2020-12-31: $4.6B Reported value, 2021-03-31: $5B Reported value, 2021-06-30: $5.5B Reported value, 2021-09-30: $5.5B Reported value, 2021-12-31: $6.1B Reported value, 2022-03-31: $5.7B Reported value, 2022-06-30: $4.7B Reported value, 2022-09-30: $4.4B Reported value, 2022-12-31: $4.8T Reported value, 2023-03-31: $5B Reported value, 2023-06-30: $5.5B Reported value, 2023-09-30: $5.3B Reported value, 2023-12-31: $6B Reported value, 2024-03-31: $6.4B Reported value, 2024-06-30: $6.4B Reported value, 2024-09-30: $6.7B Reported value, 2024-12-31: $6.7B Reported value, 2025-03-31: $6.2B Reported value, 2025-06-30: $6.4B Reported value, 2025-09-30: $6.8B Reported value, 2025-12-31: $6.8B Reported value, 2026-03-31: $6.4B Reported value, 2026-06-30: $7.1B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $7.1B
View chart data
Period Reported value
2013-06-30 $1.8B
2013-09-30 $1.7B
2013-12-31 $1.8B
2014-03-31 $1.8B
2014-06-30 $1.9B
2014-09-30 $2B
2014-12-31 $2B
2015-03-31 $2.2B
2015-06-30 $2.2B
2015-09-30 $2.1B
2015-12-31 $2.2B
2016-03-31 $2.3B
2016-06-30 $2.3B
2016-09-30 $2.4B
2016-12-31 $2.4B
2017-03-31 $2.5B
2017-06-30 $2.6B
2017-09-30 $2.6B
2017-12-31 $2.7B
2018-03-31 $2.6B
2018-06-30 $2.9B
2018-09-30 $3.1B
2018-12-31 $2.6B
2019-03-31 $3.1B
2019-06-30 $3.3B
2019-09-30 $3.4B
2019-12-31 $3.7B
2020-03-31 $3B
2020-06-30 $3.7B
2020-09-30 $4.1B
2020-12-31 $4.6B
2021-03-31 $5B
2021-06-30 $5.5B
2021-09-30 $5.5B
2021-12-31 $6.1B
2022-03-31 $5.7B
2022-06-30 $4.7B
2022-09-30 $4.4B
2022-12-31 $4.8T
2023-03-31 $5B
2023-06-30 $5.5B
2023-09-30 $5.3B
2023-12-31 $6B
2024-03-31 $6.4B
2024-06-30 $6.4B
2024-09-30 $6.7B
2024-12-31 $6.7B
2025-03-31 $6.2B
2025-06-30 $6.4B
2025-09-30 $6.8B
2025-12-31 $6.8B
2026-03-31 $6.4B
2026-06-30 $7.1B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation6.09%$430.5m2.15M−1.4% Reduced
AAPLApple Inc.6.04%$426.8m1.47M−2.0% Reduced
MSFTMicrosoft Corporation4.13%$292.3m783.5K−0.1%
AMZNAmazon3.76%$265.5m1.11M−0.7% Reduced
GOOGLAlphabet Inc. (Class A)3.43%$242.3m678.0K−5.0% Reduced
MSMorgan Stanley3.22%$227.5m1.09M−7.6% Reduced
FIXComfort Systems USA3.15%$222.8m112.4K−16.3% Reduced
MAMastercard2.83%$200.1m389.6K−0.6% Reduced
WMBWilliams Companies2.47%$174.5m2.35M−1.0% Reduced
JPMJPMorgan Chase2.41%$170.1m519.6K−2.4% Reduced
AZOAutoZone2.33%$164.9m51.6K+0.3%
BXBlackstone Inc.2.25%$158.8m1.35M+0.3%
VIKViking Holdings Ltd2.17%$153.3m1.47M−12.4% Reduced
HDThe Home Depot2.14%$151.4m429.3K−0.7% Reduced
CBChubb Limited2.01%$141.8m416.1K−1.1% Reduced
TMOThermo Fisher Scientific1.88%$132.9m265.2K−0.6% Reduced
CBRECBRE Group1.87%$132.4m982.8K−0.4%
GNRCGenerac1.53%$108.5m370.5K−4.1% Reduced
SNSharkninja, Inc.1.52%$107.7m707.3K+5.5% Added
BLKBlackRock1.44%$101.7m105.8K−0.3%
APHAmphenol1.39%$98.2m556.8K+897.8% Added
COSTCostco1.32%$93.1m99.5K−0.6% Reduced
AVGOBroadcom1.32%$93.1m246.4K+672.6% Added
UBERUber1.25%$88.0m1.22M+5.5% Added
SPOTSpotify Technology S.a.1.09%$77.2m168.1K+11.0% Added
EOGEOG Resources1.07%$75.7m583.6K+6.3% Added
CROXCrocs, Inc.1.01%$71.8m594.9K−6.8% Reduced
BLDRBuilders Firstsource, Inc.0.97%$68.8m769.1K−4.2% Reduced
PGRProgressive Corporation0.95%$67.4m308.5K−2.8% Reduced
NOWServiceNow0.83%$58.5m589.1K+11611.1% Added
ARCCAres Capital Corp0.79%$55.7m3.01M−3.6% Reduced
TJXTJX Companies0.55%$39.2m258.5K−4.9% Reduced
JNJJohnson & Johnson0.47%$33.0m130.1K−2.3% Reduced
SHWSherwin-Williams0.45%$31.9m92.5K−3.1% Reduced
LLYLilly (Eli)0.44%$30.9m25.8K−4.6% Reduced
AMTAmerican Tower0.43%$30.4m185.7K−46.4% Reduced
CASYCasey's0.42%$29.9m37.6KNew
UNHUnitedHealth Group0.41%$28.6m68.8K−18.7% Reduced
CVXChevron Corporation0.33%$23.6m142.5K−1.4% Reduced
ABBVAbbVie0.28%$20.1m79.8K−2.5% Reduced
CSCOCisco0.28%$20.0m170.0K−3.0% Reduced
IBMIBM0.24%$17.0m60.5K−3.6% Reduced
AMATApplied Materials0.23%$16.4m22.7K−3.2% Reduced
NEENextEra Energy0.22%$15.5m176.4K+0.9% Added
TSLATesla, Inc.0.19%$13.2m31.4K−13.1% Reduced
JBLJabil0.17%$12.2m31.7K−3.2% Reduced
ADPAutomatic Data Processing0.17%$12.2m54.5K+0.1%
MRKMerck & Co.0.17%$11.7m91.1K−0.8% Reduced
VVisa Inc.0.16%$11.6m33.7K+0.2%
PEPPepsiCo0.16%$11.2m82.7K−1.2% Reduced
TXNTexas Instruments0.16%$11.1m37.2K−6.8% Reduced
RTXRTX Corporation0.15%$10.4m55.0K−0.1%
KOThe Coca-Cola Company0.14%$10.2m125.6K−6.6% Reduced
ROPRoper Technologies0.14%$10.1m29.8K−16.6% Reduced
MCKMcKesson0.14%$10.0m13.2K−5.7% Reduced
SYKStryker Corporation0.13%$9.3m29.5K−1.9% Reduced
CATCaterpillar Inc.0.13%$9.1m8.6K−3.5% Reduced
PGProcter & Gamble0.13%$8.9m60.5K−1.9% Reduced
WMTWalmart0.12%$8.7m77.0K−1.6% Reduced
MPLXMplx LP0.12%$8.6m152.1K+15.1% Added
ORCLOracle Corporation0.12%$8.2m55.8K−7.0% Reduced
EPDEnterprise Products Partners L.p.0.11%$8.1m220.0K0.0%
MCDMcDonald's0.10%$7.4m27.5K−21.0% Reduced
LOWLowe's0.10%$7.0m31.6K−0.6% Reduced
ACNAccenture0.09%$6.6m52.9K−45.5% Reduced
AMGNAmgen0.09%$6.1m16.8K−5.8% Reduced
ECLEcolab0.08%$5.8m20.7K−0.3%
MELIMercadolibre Inc0.08%$5.5m3.3K−87.7% Reduced
ITWIllinois Tool Works0.08%$5.4m20.1K−6.4% Reduced
ABTAbbott Laboratories0.08%$5.4m59.0K−32.8% Reduced
NETCloudflare, Inc.0.07%$5.2m21.4K−16.3% Reduced
UNPUnion Pacific Corporation0.07%$5.2m19.0K−3.3% Reduced
GSGoldman Sachs0.07%$5.0m5.0K−4.1% Reduced
CHKPCheck Point Software Technologies LTD0.07%$4.8m36.2K0.0%
PMPhilip Morris International0.06%$4.5m24.8K−0.3%
INTCIntel0.06%$4.3m30.7K−6.9% Reduced
EMREmerson Electric0.06%$4.3m29.9K−0.1%
AXPAmerican Express0.06%$4.3m12.6K−0.1%
GEVGE Vernova0.06%$4.2m3.6K+3.0% Added
DHRDanaher Corporation0.06%$4.1m21.5K−1.2% Reduced
GEGE Aerospace0.06%$4.0m10.8K+5.0% Added
GLWCorning Inc.0.06%$4.0m15.5K−1.3% Reduced
CRMSalesforce0.06%$3.9m24.7K0.0%
ORLYO'Reilly Automotive0.05%$3.8m41.1K+0.1%
PLTRPalantir Technologies Inc.0.05%$3.7m31.6K+1.6% Added
MUMicron Technology0.05%$3.6m3.1K−13.9% Reduced
AMDAdvanced Micro Devices0.05%$3.6m6.1K−2.5% Reduced
METAMeta Platforms0.05%$3.5m6.3K0.0%
QCOMQualcomm0.05%$3.4m18.2K−0.8% Reduced
TRVThe Travelers Companies0.05%$3.3m10.1K−2.9% Reduced
DISThe Walt Disney Company0.05%$3.3m34.7K−2.8% Reduced
WFCWells Fargo0.04%$3.2m38.4K−0.3%
AFLAflac0.04%$3.1m26.3K+0.1%
CHDChurch & Dwight0.04%$3.1m31.8K−0.2%
DUKDuke Energy0.04%$3.0m24.0K−0.3%
MTDMettler Toledo0.04%$2.9m2.3K+4.6% Added
ADBEAdobe Inc.0.04%$2.7m13.3K−93.4% Reduced
IDXXIdexx Laboratories0.04%$2.7m5.2K+4.0% Added
BACBank of America0.04%$2.7m46.8K−0.9% Reduced
CSRCenterspace0.04%$2.6m45.8K0.0%
NFLXNetflix0.04%$2.5m35.7K0.0%
RPMRPM International Inc0.04%$2.5m22.5K−1.3% Reduced
PHParker Hannifin0.04%$2.5m2.5K−3.1% Reduced
BABoeing0.03%$2.4m11.0K0.0%
DELLDell Technologies0.03%$2.3m5.4K−12.5% Reduced
LMTLockheed Martin0.03%$2.3m4.5K−0.8% Reduced
SBUXStarbucks0.03%$2.3m22.3K−2.9% Reduced
PFEPfizer0.03%$2.2m93.4K−8.2% Reduced
LEUCentrus Energy Corp0.03%$2.2m13.2KNew
CLColgate-Palmolive0.03%$2.2m24.1K−0.1%
LRCXLam Research0.03%$2.1m4.9K−1.0% Reduced
ICEIntercontinental Exchange0.03%$2.1m17.1K0.0%
MARMarriott International0.03%$2.1m5.6K+0.4%
VOYGVoyager Technologies, Inc.0.03%$2.1m63.7K+0.3%
MDTMedtronic0.03%$2.0m26.0K+1.2% Added
KLACKLA Corporation0.03%$2.0m6.7K+888.2% Added
ADIAnalog Devices0.03%$2.0m5.1K−1.6% Reduced
SEISolaris Energy Infrastructure, Inc.0.03%$2.0m25.0K0.0%
YUMYum! Brands0.03%$2.0m12.5K−2.6% Reduced
TGTTarget Corporation0.03%$2.0m15.2K−0.5% Reduced
MMM3M0.03%$2.0m12.2K−0.2%
PSXPhillips 660.03%$1.9m11.5K−4.4% Reduced
CARRCarrier Global0.03%$1.9m26.4K0.0%
PNCPNC Financial Services0.03%$1.9m7.9K−0.3%
NXPINXP Semiconductors0.03%$1.9m6.7K−1.6% Reduced
SYYSysco0.03%$1.9m22.3K+2.3% Added
HONHoneywell Technologies0.03%$1.9m8.3KNew
HONAHoneywell Aerospace0.03%$1.8m8.3KNew
AYIAcuity Inc. (de)0.03%$1.8m4.9K0.0%
KMIKinder Morgan0.02%$1.7m53.1K0.0%
SONSonoco Products Co0.02%$1.7m29.3K−1.7% Reduced
WMWaste Management0.02%$1.6m7.0K+0.3%
OTISOtis Worldwide0.02%$1.5m21.2K−1.6% Reduced
SCHWCharles Schwab Corporation0.02%$1.5m16.3K−1.3% Reduced
EQIXEquinix0.02%$1.5m1.4K+1.4% Added
DOVDover Corporation0.02%$1.5m6.6K0.0%
ETNEaton Corporation0.02%$1.4m3.3K+3.2% Added
ATRAptargroup, Inc.0.02%$1.4m10.9K+4.8% Added
UPSUnited Parcel Service0.02%$1.4m12.6K+2.1% Added
USBU.S. Bancorp0.02%$1.3m21.9K−5.9% Reduced
GILDGilead Sciences0.02%$1.3m10.4K−2.5% Reduced
LHXL3Harris0.02%$1.3m4.4K−4.5% Reduced
PRMPerimeter Solutions, Inc.0.02%$1.2m35.0K0.0%
QQnity Electronics, Inc.0.02%$1.2m7.6K−2.0% Reduced
ENBEnbridge Inc0.02%$1.2m22.8K+0.1%
ANETArista Networks0.02%$1.2m7.2K0.0%
BMYBristol Myers Squibb0.02%$1.2m21.2K−1.9% Reduced
SPGIS&P Global0.02%$1.2m3.0K−0.1%
BXSLBlackstone Secured Lending Fund0.02%$1.2m50.3K+104.0% Added
DEDeere & Company0.02%$1.2m1.8K0.0%
CompanyBought (value)Shares
APHAmphenol$88.3m501.0K
AVGOBroadcom$81.0m214.5K
NOWServiceNow$58.0m584.0K
CASYCasey's$29.9m37.6K
SPOTSpotify Technology S.a.$7.7m16.7K
SNSharkninja, Inc.$5.6m36.9K
UBERUber$4.6m63.5K
EOGEOG Resources$4.5m34.4K
LEUCentrus Energy Corp$2.2m13.2K
HONHoneywell Technologies$1.9m8.3K
HONAHoneywell Aerospace$1.8m8.3K
KLACKLA Corporation$1.8m6.0K
MPLXMplx LP$1.1m20.0K
BKNGBooking Holdings$778,5524.4K
BXSLBlackstone Secured Lending Fund$608,09025.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
FIXComfort Systems USA−$43.4m−21.9K
MELIMercadolibre Inc−$39.6m−23.3K
ADBEAdobe Inc.−$38.9m−189.5K
AMTAmerican Tower−$26.2m−160.4K
VIKViking Holdings Ltd−$21.7m−207.2K
MSMorgan Stanley−$18.7m−89.2K
GOOGLAlphabet Inc. (Class A)−$12.9m−36.1K
AAPLApple Inc.−$8.5m−29.4K
UNHUnitedHealth Group−$6.6m−15.8K
NVDANVIDIA Corporation−$6.3m−31.5K
ACNAccenture−$5.5m−44.1K
CROXCrocs, Inc.−$5.2m−43.3K
GNRCGenerac−$4.6m−15.7K
JPMJPMorgan Chase−$4.1m−12.5K
BLDRBuilders Firstsource, Inc.−$3.0m−33.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
WTMWhite Mountains Insurance Group LTD$439,392200
KRKroger$235,6773.3K
BAMBrookfield Asset Management Ltd.$228,2955.1K
PNRPentair$224,4822.6K
FDXFedEx$219,407616
EMNEastman Chemical Co$214,0782.8K
GISGeneral Mills$211,0015.7K
CECelanese Corp$210,1353.2K
OKEOneok$207,1742.3K
SOUNSoundhound AI, Inc.$90,68413.2K
AURAurora Innovation, Inc.$49,44012.0K
  • Technology27.4%
  • Financials20.7%
  • Consumer Discretionary17.5%
  • Industrials10.4%
  • Communication Services5.8%
  • Health Care5.5%
  • Energy5.3%
  • Consumer Staples3.2%
  • Real Estate3.0%
  • Materials0.9%
  • Utilities0.4%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 16, 2013 to November 2, 2026+14.7%+14.1%0.790.78−31.8%1.01
2018 onwardsJanuary 5, 2018 to November 2, 2026+13.9%+13.9%0.650.66−31.8%1.00
Last three yearsNovember 3, 2023 to November 2, 2026+15.7%+21.8%0.831.16−16.4%0.89
Last yearNovember 7, 2025 to November 2, 2026+11.7%+14.2%0.680.84−10.2%0.84

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.