EWMCX
Evercore Equity Fund
Wall Street EWM Funds Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SPOTIFY TECHNOLOGY SA 0 18,989 18,989 1.95% $9.21M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CDW CORPORATION 63,855 0 -63,855 0.00% -$8.70M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BLACKSTONE INC 96,120 116,120 20,000 2.83% -$1.46M
PROGRESSIVE CORP OHIO 49,865 55,265 5,400 2.32% -$399.52K
SHARKNINJA INC 82,000 93,000 11,000 2.09% $672.90K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ALPHABET INC CL C 104,765 93,265 -11,500 5.67% -$6.12M
COMFORT SYSTEMS USA INC 22,890 17,000 -5,890 4.97% $2.08M
MORGAN STANLEY 140,195 139,000 -1,195 4.85% -$2.01M
Invesco Government & Agency Portfolio, Institutional Class 7,766,995 886,926 -6,880,069 0.19% -$6.88M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 243,515 243,515 0 9.01% -$2.95M
APPLE INC 92,960 92,960 0 5.00% -$1.68M
MICROSOFT CORP 60,340 60,340 0 4.74% -$6.85M
AMAZON.COM INC 99,420 99,420 0 4.39% -$2.24M
WILLIAMS COS INC 279,230 279,230 0 4.31% $3.54M
VIKING HOLDINGS LTD 274,375 274,375 0 4.28% $567.96K
JPMORGAN CHASE and CO 66,440 66,440 0 4.14% -$1.86M
MASTERCARD INC CL A 36,280 36,280 0 3.84% -$2.58M
AUTOZONE INC 4,755 4,755 0 3.41% -$65.24K
CHUBB LTD 46,965 46,965 0 3.25% $648.59K
EOG RESOURCES INC 97,620 97,620 0 2.99% $3.86M
HOME DEPOT INC 41,530 41,530 0 2.90% -$631.67K
CBRE GROUP INC - CL A 99,125 99,125 0 2.85% -$2.51M
THERMO FISHER SCIENTIFIC INC 27,220 27,220 0 2.84% -$2.39M
ALPHABET INC CL A 45,805 45,805 0 2.79% -$1.17M
BLACKROCK INC 11,890 11,890 0 2.42% -$1.29M
GENERAC HOLDINGS INC 56,000 56,000 0 2.32% $3.30M
CROCS INC 115,390 115,390 0 2.03% -$288.48K
UBER TECHNOLOGIES INC 132,845 132,845 0 2.03% -$1.30M
BUILDERS FIRSTSOURCE 93,080 93,080 0 1.63% -$1.91M
AMERICAN TOWER CORP 42,915 42,915 0 1.57% -$128.32K
ADOBE INC 23,770 23,770 0 1.23% -$2.54M
MERCADOLIBRE INC 3,180 3,180 0 1.17% -$907.06K

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