Evercore Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| SPOTIFY TECHNOLOGY S A | 0 | 151,382 | +151,382 | 0 | 73,406,646 | +73,406,646 |
| COMFORT SYS USA INC | 155,237 | 134,308 | -20,929 | 144,881,141 | 185,209,389 | +40,328,248 |
| WILLIAMS COS INC | 0 | 2,370,634 | +2,370,634 | 0 | 172,534,742 | +172,534,742 |
| GENERAC HLDGS INC | 395,015 | 386,149 | -8,866 | 53,868,196 | 75,426,484 | +21,558,288 |
| EOG RES INC | 552,254 | 549,203 | -3,051 | 57,992,192 | 79,398,278 | +21,406,086 |
| VANGUARD INTL EQUITY INDEX F | 0 | 601,164 | +601,164 | 0 | 45,147,400 | +45,147,400 |
| COSTCO WHOLESALE CORPORATION | 101,236 | 100,119 | -1,117 | 87,299,852 | 99,761,575 | +12,461,723 |
| SHARKNINJA INC | 0 | 670,411 | +670,411 | 0 | 70,996,524 | +70,996,524 |
| WISDOMTREE TR | 0 | 307,624 | +307,624 | 0 | 48,783,014 | +48,783,014 |
| VANGUARD INDEX FDS | 0 | 125,464 | +125,464 | 0 | 74,971,013 | +74,971,013 |
| CHEVRON CORPORATION | 153,950 | 144,505 | -9,445 | 23,463,545 | 29,898,036 | +6,434,491 |
| WORLD GOLD TR | 0 | 394,869 | +394,869 | 0 | 36,600,408 | +36,600,408 |
| ISHARES TR | 0 | 31,495 | +31,495 | 0 | 11,229,857 | +11,229,857 |
| VANGUARD INTL EQUITY INDEX F | 0 | 135,194 | +135,194 | 0 | 11,144,041 | +11,144,041 |
| VIKING HOLDINGS LTD | 0 | 1,672,216 | +1,672,216 | 0 | 122,874,431 | +122,874,431 |
| ISHARES GOLD TR | 625,719 | 620,632 | -5,087 | 50,789,611 | 54,714,917 | +3,925,306 |
| VANGUARD INTL EQUITY INDEX F | 0 | 208,764 | +208,764 | 0 | 11,283,694 | +11,283,694 |
| JANUS DETROIT STR TR | 0 | 775,551 | +775,551 | 0 | 39,064,504 | +39,064,504 |
| EXXON MOBIL CORP | 81,349 | 75,605 | -5,744 | 9,789,538 | 12,827,144 | +3,037,606 |
| CHUBB LTD SWITZ | 429,476 | 420,570 | -8,906 | 134,048,049 | 137,076,380 | +3,028,331 |
| WISDOMTREE TR | 0 | 1,046,430 | +1,046,430 | 0 | 93,477,592 | +93,477,592 |
| NEXTERA ENERGY INC | 0 | 174,857 | +174,857 | 0 | 16,240,718 | +16,240,718 |
| SPDR GOLD TR | 0 | 72,330 | +72,330 | 0 | 31,122,876 | +31,122,876 |
| APPLIED MATLS INC | 23,961 | 23,441 | -520 | 6,157,737 | 8,011,899 | +1,854,162 |
| VANGUARD TAX-MANAGED FDS | 0 | 240,254 | +240,254 | 0 | 15,395,448 | +15,395,448 |
| VOYAGER TECHNOLOGIES INC | 0 | 63,494 | +63,494 | 0 | 1,485,125 | +1,485,125 |
| ENTERPRISE PRODS PARTNERS L | 216,493 | 219,962 | +3,469 | 6,940,766 | 8,323,362 | +1,382,596 |
| INVESCO EXCHANGE TRADED FD T | 51,505 | 58,520 | +7,015 | 9,866,298 | 11,231,158 | +1,364,860 |
| MERCK & CO INC | 0 | 91,797 | +91,797 | 0 | 11,042,260 | +11,042,260 |
| CATERPILLAR INC | 8,956 | 8,889 | -67 | 5,130,624 | 6,297,501 | +1,166,877 |
| WALMART INC | 0 | 78,258 | +78,258 | 0 | 9,725,904 | +9,725,904 |
| COCA COLA CO | 134,856 | 134,452 | -404 | 9,427,783 | 10,225,074 | +797,291 |
| GE VERNOVA INC | 3,446 | 3,474 | +28 | 2,252,202 | 3,032,455 | +780,253 |
| CORNING INC | 15,977 | 15,748 | -229 | 1,398,946 | 2,141,256 | +742,310 |
| PHILLIPS 66 | 0 | 11,988 | +11,988 | 0 | 2,183,974 | +2,183,974 |
| SPDR SERIES TRUST | 0 | 5,863 | +5,863 | 0 | 1,489,084 | +1,489,084 |
| BECTON DICKINSON & CO | 2,542 | 7,008 | +4,466 | 493,326 | 1,101,868 | +608,542 |
| LOCKHEED MARTIN CORP | 0 | 4,558 | +4,558 | 0 | 2,754,875 | +2,754,875 |
| SELECT SECTOR SPDR TR | 0 | 33,398 | +33,398 | 0 | 2,045,961 | +2,045,961 |
| JABIL INC | 0 | 32,796 | +32,796 | 0 | 8,711,601 | +8,711,601 |
| MCKESSON CORP | 0 | 14,007 | +14,007 | 0 | 12,121,098 | +12,121,098 |
| VANGUARD INDEX FDS | 0 | 15,458 | +15,458 | 0 | 4,439,228 | +4,439,228 |
| MPLX LP | 0 | 132,053 | +132,053 | 0 | 7,536,265 | +7,536,265 |
| TEXAS PACIFIC LAND CORPORATI | 0 | 2,328 | +2,328 | 0 | 1,104,776 | +1,104,776 |
| AMGEN INC | 17,906 | 17,801 | -105 | 5,860,813 | 6,263,282 | +402,469 |
| KINDER MORGAN INC DEL | 0 | 53,090 | +53,090 | 0 | 1,780,108 | +1,780,108 |
| TEXAS INSTRS INC | 0 | 39,972 | +39,972 | 0 | 7,760,164 | +7,760,164 |
| HONEYWELL INTL INC | 17,333 | 16,353 | -980 | 3,381,494 | 3,696,269 | +314,775 |
| EQUINIX INC | 1,418 | 1,418 | 0 | 1,086,415 | 1,389,981 | +303,566 |
| ILLINOIS TOOL WKS INC | 21,447 | 21,442 | -5 | 5,282,396 | 5,581,138 | +298,742 |
| VALERO ENERGY CORP | 0 | 1,136 | +1,136 | 0 | 280,683 | +280,683 |
| DUKE ENERGY CORP NEW | 24,587 | 24,084 | -503 | 2,881,842 | 3,153,558 | +271,716 |
| FREEPORT MCMORAN INC | 0 | 4,543 | +4,543 | 0 | 267,038 | +267,038 |
| PROLOGIS INC. | 0 | 2,014 | +2,014 | 0 | 266,211 | +266,211 |
| SOLARIS ENERGY INFRAS INC | 0 | 25,000 | +25,000 | 0 | 1,412,750 | +1,412,750 |
| ASTRAZENECA PLC | 0 | 1,278 | +1,278 | 0 | 252,047 | +252,047 |
| CONOCOPHILLIPS | 11,828 | 10,253 | -1,575 | 1,107,219 | 1,353,396 | +246,177 |
| ANALOG DEVICES INC | 5,177 | 5,177 | 0 | 1,403,934 | 1,646,930 | +242,996 |
| SOLSTICE ADVANCED MATLS INC | 0 | 3,130 | +3,130 | 0 | 238,381 | +238,381 |
| L3HARRIS TECHNOLOGIES INC | 0 | 4,563 | +4,563 | 0 | 1,574,919 | +1,574,919 |
| CLOUDFLARE INC | 25,580 | 25,580 | 0 | 5,043,097 | 5,278,177 | +235,080 |
| DELL TECHNOLOGIES INC | 6,229 | 6,194 | -35 | 784,107 | 1,016,621 | +232,514 |
| TAILWIND 2.0 ACQUISITION COR | 0 | 23,200 | +23,200 | 0 | 230,144 | +230,144 |
| MARATHON PETE CORP | 0 | 2,828 | +2,828 | 0 | 690,541 | +690,541 |
| FEDEX CORP | 0 | 616 | +616 | 0 | 219,407 | +219,407 |
| EASTMAN CHEM CO | 0 | 2,805 | +2,805 | 0 | 214,078 | +214,078 |
| VANGUARD INTL EQUITY INDEX F | 0 | 14,334 | +14,334 | 0 | 1,982,679 | +1,982,679 |
| LAM RESEARCH CORP | 0 | 4,994 | +4,994 | 0 | 1,067,018 | +1,067,018 |
| VANECK BITCOIN ETF | 0 | 11,000 | +11,000 | 0 | 210,760 | +210,760 |
| CELANESE CORP DEL | 0 | 3,195 | +3,195 | 0 | 210,135 | +210,135 |
| GRAYSCALE ETHEREUM STAKING | 0 | 10,550 | +10,550 | 0 | 209,523 | +209,523 |
| HUBBELL INC | 0 | 425 | +425 | 0 | 208,564 | +208,564 |
| ONEOK INC NEW | 0 | 2,292 | +2,292 | 0 | 207,174 | +207,174 |
| SPDR SERIES TRUST | 0 | 3,992 | +3,992 | 0 | 509,898 | +509,898 |
| SABLE OFFSHORE CORP | 0 | 20,750 | +20,750 | 0 | 342,790 | +342,790 |
| ISHARES TR | 33,492 | 33,942 | +450 | 4,025,068 | 4,219,330 | +194,262 |
| SPDR SERIES TRUST | 0 | 52,608 | +52,608 | 0 | 4,159,189 | +4,159,189 |
| PFIZER INC | 0 | 101,720 | +101,720 | 0 | 2,856,297 | +2,856,297 |
| JOHNSON & JOHNSON | 0 | 133,122 | +133,122 | 0 | 32,540,342 | +32,540,342 |
| UNION PAC CORP | 0 | 19,664 | +19,664 | 0 | 4,770,880 | +4,770,880 |
| DEERE & CO | 1,826 | 1,826 | 0 | 850,131 | 1,028,586 | +178,455 |
| ISHARES INC | 21,488 | 23,238 | +1,750 | 1,444,423 | 1,620,850 | +176,427 |
| ISHARES TR | 19,611 | 21,296 | +1,685 | 1,754,400 | 1,927,927 | +173,527 |
| KENSINGTON CAP ACQUIST CORP | 0 | 16,590 | +16,590 | 0 | 166,564 | +166,564 |
| CALISA ACQUISITION CORP | 0 | 16,590 | +16,590 | 0 | 165,568 | +165,568 |
| INVESCO QQQ TR | 8,769 | 9,603 | +834 | 5,386,884 | 5,542,660 | +155,776 |
| CHURCH & DWIGHT CO INC | 33,666 | 31,861 | -1,805 | 2,822,894 | 2,973,268 | +150,374 |
| QNITY ELECTRONICS INC | 0 | 7,758 | +7,758 | 0 | 895,118 | +895,118 |
| GILEAD SCIENCES INC | 10,975 | 10,713 | -262 | 1,347,023 | 1,493,015 | +145,992 |
| MICRON TECHNOLOGY INC | 0 | 3,655 | +3,655 | 0 | 1,234,805 | +1,234,805 |
| KLA CORP | 0 | 680 | +680 | 0 | 1,001,239 | +1,001,239 |
| TARGET CORP | 0 | 15,311 | +15,311 | 0 | 1,855,693 | +1,855,693 |
| EDISON INTL | 9,311 | 9,451 | +140 | 558,846 | 691,625 | +132,779 |
| METALS ACQUISITION CORP II | 0 | 12,630 | +12,630 | 0 | 127,437 | +127,437 |
| EATON CORP PLC | 3,153 | 3,153 | 0 | 1,004,262 | 1,127,734 | +123,472 |
| INTEL CORP | 36,109 | 32,918 | -3,191 | 1,332,422 | 1,452,671 | +120,249 |
| FERMI INC | 15,000 | 40,000 | +25,000 | 120,000 | 233,600 | +113,600 |
| LINDE PLC | 0 | 1,753 | +1,753 | 0 | 869,067 | +869,067 |
| SELECT SECTOR SPDR TR | 0 | 14,292 | +14,292 | 0 | 2,311,445 | +2,311,445 |
| BRISTOL-MYERS SQUIBB CO | 22,296 | 21,571 | -725 | 1,202,646 | 1,308,281 | +105,635 |