Latest Evercore Wealth Management, LLC Stock Portfolio

Evercore Wealth Management, LLC Performance:

2025 Q4: 1.3%YTD: 12.24%2024: 16.03%

Performance for 2025 Q4 is 1.3%, and YTD is 12.24%, and 2024 is 16.03%.

About Evercore Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evercore Wealth Management, LLC reported an equity portfolio of $6.8 Billions as of 31 Dec, 2025.

The top stock holdings of Evercore Wealth Management, LLC are AAPL, NVDA, MSFT. The fund has invested 6.3% of it's portfolio in APPLE INC and 6.2% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FISERV INC, NVENT ELECTRIC PLC (NVT) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in JOHNSON CTLS INTL PLC (JCI), EXPAND ENERGY CORPORATION (CHK) and SYNOPSYS INC (SNPS). Evercore Wealth Management, LLC opened new stock positions in SHARKNINJA INC, J P MORGAN EXCHANGE TRADED F (BBAX) and JOBY AVIATION INC (JOBY). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, SPDR SERIES TRUST (BIL) and TEXAS PACIFIC LAND CORPORATI (TPL).

Evercore Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Evercore Wealth Management, LLC made a return of 1.3% in the last quarter. In trailing 12 months, it's portfolio return was 12.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sharkninja inc	60,164,400
profesionally managed portfo	2,368,510
qnity electronics inc	746,771
bioharvest sciences inc	723,849
j p morgan exchange traded f	342,642
joby aviation inc	237,521
at&t inc	216,357
wisdomtree tr	207,148

New stocks bought by Evercore Wealth Management, LLC

Additions

Ticker	% Inc.
ishares bitcoin trust etf	309
spdr series trust	240
texas pacific land corporati	200
purecycle technologies inc	100
brookfield corp	50.00
target corp	47.88
world gold tr	40.57
ishares tr	37.18

Additions to existing portfolio by Evercore Wealth Management, LLC

Reductions

Ticker	% Reduced
johnson ctls intl plc	-75.11
expand energy corporation	-74.9
synopsys inc	-72.23
dupont de nemours inc	-64.61
allstate corp	-63.1
te connectivity plc	-60.66
select sector spdr tr	-57.06
select sector spdr tr	-56.83

Evercore Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
fiserv inc	-30,713,800
nabors energy transition cor	-129,991
vanguard scottsdale fds	-311,976
wiley john & sons inc	-204,778
spdr index shs fds	-301,530
sl green rlty corp	-237,565
corteva inc	-263,892
nvent electric plc	-349,382

Evercore Wealth Management, LLC got rid off the above stocks

Sector Distribution

Evercore Wealth Management, LLC has about 24.1% of it's holdings in Technology sector.

Sector	%
Technology	24.1
Others	18.9
Financial Services	16.2
Consumer Cyclical	11.7
Communication Services	8
Industrials	5.4
Healthcare	5.3
Energy	3.8
Real Estate	3.3
Consumer Defensive	2.1

Market Cap. Distribution

Evercore Wealth Management, LLC has about 80% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48.2
LARGE-CAP	31.8
UNALLOCATED	18.9

Stocks belong to which Index?

About 76.3% of the stocks held by Evercore Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	74
Others	23.7
RUSSELL 2000	2.3

Top 5 Winners (%)		%
XLB	select sector spdr tr	91.8 %
XLB	select sector spdr tr	77.9 %
XLB	select sector spdr tr	73.7 %
XLB	select sector spdr tr	72.3 %
XLB	select sector spdr tr	70.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	67.8 M
GOOG	alphabet inc	53.1 M
AAPL	apple inc	27.5 M
TMO	thermo fisher scientific inc	26.2 M
MS	morgan stanley	22.8 M

Top 5 Losers (%)		%
TPL	texas pacific land corporati	-60.0 %
	coreweave inc	-47.7 %
CHGG	chegg inc	-38.4 %
SOUN	soundhound ai inc	-38.0 %
RIOT	riot platforms inc	-33.4 %

Top 5 Losers ($)		$
AZO	autozone inc	-46.5 M
MSFT	microsoft corp	-28.0 M
HD	home depot inc	-27.0 M
BX	blackstone inc	-22.1 M
UBER	uber technologies inc	-17.9 M

Evercore Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Evercore Wealth Management, LLC

Evercore Wealth Management, LLC has 420 stocks in it's portfolio. About 42.2% of the portfolio is in top 10 stocks. AZO proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Evercore Wealth Management, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.00	1,508	205,194	reduced	-14.46

AAPL	apple inc	6.28	1,576,550	428,602,000	reduced	-2.64

AAXJ	ishares tr	0.04	25,985	2,419,750	unchanged	0.00

AAXJ	ishares tr	0.03	13,512	1,882,830	unchanged	0.00

AAXJ	ishares tr	0.01	5,802	660,964	unchanged	0.00

AAXJ	ishares tr	0.00	2,765	304,841	unchanged	0.00

AAXJ	ishares tr	0.00	2,830	303,121	added	37.18

AAXJ	ishares tr	0.00	1,760	210,056	unchanged	0.00

ABBV	abbvie inc	0.28	83,900	19,170,300	reduced	-1.72

ABC	cencora inc	0.01	2,440	824,110	unchanged	0.00

ABT	abbott labs	0.18	97,909	12,267,000	reduced	-5.14

ACHR	archer aviation inc	0.00	38,750	291,400	unchanged	0.00

ACN	accenture plc ireland	0.52	132,792	35,628,100	reduced	-11.67

ACSG	dbx etf tr	0.03	35,624	1,713,870	unchanged	0.00

ACU	acme utd corp	0.00	5,100	205,581	unchanged	0.00

ADBE	adobe inc	1.08	210,633	73,719,400	added	1.74

ADI	analog devices inc	0.02	5,177	1,403,930	reduced	-0.23

ADP	automatic data processing in	0.21	55,003	14,148,400	reduced	-0.14

ADSK	autodesk inc	0.00	0.00	0.00	sold off	-100

AEE	ameren corp	0.00	3,670	366,486	unchanged	0.00