account_balance
Investment manager · 13F filer · SEC CIK 1482689
Evercore Wealth Management, LLC
Reported value$7.07Bas of Jun 30, 2026
Positions433 35 new, 20 sold out
Top 10 weight39.2%NVDA alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.1%
AAPLApple Inc.
6.0%
MSFTMicrosoft Corp
4.1%
GOOGAlphabet Inc.
4.1%Trimmed −8%
AMZNAmazon.com Inc
3.8%
GOOGLAlphabet Inc.
3.4%Trimmed −5%
MSMorgan Stanley
3.2%Trimmed −8%
FIXComfort Systems USA Inc
3.2%Trimmed −16%
MAMastercard Inc
2.8%
WMBWilliams Companies, Inc.
2.5%
JPMJPMorgan Chase & Co
2.4%Trimmed −2%
AZOAutoZone Inc
2.3%
NVDANVIDIA Corp
6.1%
AAPLApple Inc.
6.0%
MSFTMicrosoft Corp
4.1%
GOOGAlphabet Inc.
4.1%−8%
AMZNAmazon.com Inc
3.8%
GOOGLAlphabet Inc.
3.4%
MSMorgan Stanley
3.2%
FIXComfort Systems USA Inc
3.2%
MAMastercard Inc
2.8%
WMB2.5%JPM2.4%AZO2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.1% HeldAAPL Apple Inc. 6.0% HeldMSFT Microsoft Corp 4.1% HeldGOOG Alphabet Inc. 4.1% Trimmed −8%AMZN Amazon.com Inc 3.8% HeldGOOGL Alphabet Inc. 3.4% Trimmed −5%MS Morgan Stanley 3.2% Trimmed −8%FIX Comfort Systems USA Inc 3.2% Trimmed −16%MA Mastercard Inc 2.8% HeldWMB Williams Companies, Inc. 2.5% HeldJPM JPMorgan Chase & Co 2.4% Trimmed −2%AZO AutoZone Inc 2.3% Held
What changed
Biggest moves since Mar 31, 2026
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