Evercore Equity Fund (EWMCX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 9.01% of fund assets.
Evercore Equity Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EWMCX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 21, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
9.01% | $42,469,016.00 | 243,515 |
|
-
Alphabet Inc.
|
5.68% | $26,753,997.90 | 93,265 |
|
-
Apple Inc.
|
5.01% | $23,592,318.40 | 92,960 |
|
-
COMFORT SYSTEMS USA INC
|
4.98% | $23,442,830.00 | 17,000 |
|
-
MORGAN STANLEY
|
4.85% | $22,875,230.00 | 139,000 |
|
-
MICROSOFT CORP
|
4.74% | $22,336,057.80 | 60,340 |
|
-
AMAZON COM INC
|
4.39% | $20,706,203.40 | 99,420 |
|
-
WILLIAMS COMPANIES, INC.
|
4.31% | $20,322,359.40 | 279,230 |
|
-
Viking Holdings Ltd
|
4.28% | $20,161,075.00 | 274,375 |
|
-
JPMORGAN CHASE & CO
|
4.15% | $19,543,990.40 | 66,440 |
|
-
Mastercard Inc
|
3.85% | $18,127,664.80 | 36,280 |
|
-
AUTOZONE INC
|
3.41% | $16,061,343.90 | 4,755 |
|
-
Chubb Ltd
|
3.25% | $15,307,302.45 | 46,965 |
|
-
EOG RESOURCES INC
|
3.00% | $14,112,923.40 | 97,620 |
|
-
HOME DEPOT, INC.
|
2.90% | $13,658,801.70 | 41,530 |
|
-
CBRE GROUP, INC.
|
2.85% | $13,427,472.50 | 99,125 |
|
-
THERMO FISHER SCIENTIFIC INC.
|
2.84% | $13,379,446.60 | 27,220 |
|
-
Blackstone Inc.
|
2.83% | $13,352,638.80 | 116,120 |
|
-
Alphabet Inc.
|
2.80% | $13,171,685.80 | 45,805 |
|
-
BlackRock, Inc.
|
2.43% | $11,434,731.90 | 11,890 |
|
-
PROGRESSIVE CORP/OH/
|
2.33% | $10,955,733.60 | 55,265 |
|
-
GENERAC HOLDINGS INC.
|
2.32% | $10,938,480.00 | 56,000 |
|
-
SharkNinja, Inc.
|
2.09% | $9,848,700.00 | 93,000 |
|
-
Crocs, Inc.
|
2.03% | $9,579,677.80 | 115,390 |
|
-
Uber Technologies, Inc
|
2.03% | $9,555,540.85 | 132,845 |
|
-
Spotify Technology S.A.
|
1.95% | $9,207,955.99 | 18,989 |
|
-
Builders FirstSource, Inc.
|
1.63% | $7,663,276.40 | 93,080 |
|
-
AMERICAN TOWER CORP /MA/
|
1.57% | $7,406,270.70 | 42,915 |
|
-
ADOBE INC.
|
1.23% | $5,778,011.60 | 23,770 |
|
-
MERCADOLIBRE INC
|
1.17% | $5,498,283.60 | 3,180 |
|
-
INVESCO GOVERNMENT & AGENCY PORTFOLIO
|
0.19% | $886,926.31 | 886,926 |
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