CIK 2065206
Evelyn Partners Investment Management LLP
Institutional 13F holdings & portfolio
Holdings
413
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 413
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NTRS | NORTHERN TR CORP | 5K | $500K+ | SH |
| CSX | CSX CORP | 17K | $500K+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 1K | $500K+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 9K | $500K+ | SH |
| KKR | KKR & CO INC | 5K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| YUM | YUM BRANDS INC | 4K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 9K | $500K+ | SH |
| EL | LAUDER ESTEE COS INC | 5K | $500K+ | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 4K | $500K+ | SH |
| INDV | INDIVIOR PLC | 13K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 5K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 10K | $100K–$500K | SH |
| XYL | XYLEM INC | 3K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 11K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 6K | $100K–$500K | SH |
| STE | STERIS PLC | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 7K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 4K | $100K–$500K | SH |
| DXJ | WISDOMTREE TR | 3K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 630 | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 3K | $100K–$500K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| STT | STATE STR CORP | 2K | $100K–$500K | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 3K | $100K–$500K | SH |
| IEMG | ISHARES INC | 4K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 5K | $100K–$500K | SH |
| TWLO | TWILIO INC | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 845 | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| EEM | ISHARES TR | 5K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 3K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 2K | $100K–$500K | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 4K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 878 | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 5K | $100K–$500K | SH |
| AGCO | AGCO CORP | 2K | $100K–$500K | SH |
| INFY | INFOSYS LTD | 13K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 284 | $100K–$500K | SH |