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 201–250 of 413
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FIS | FIDELITY NATL INFORMATION SV | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 3K | $100K–$500K | SH |
| AAXJ | ISHARES TR | 2K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| GLW | CORNING INC | 2K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 975 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 1K | $100K–$500K | SH |
| CCK | CROWN HLDGS INC | 2K | $100K–$500K | SH |
| DBMF | LITMAN GREGORY FDS TR | 6K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 4K | $100K–$500K | SH |
| EPP | ISHARES INC | 3K | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G | 4K | $100K–$500K | SH |
| Q | QNITY ELECTRONICS INC | 2K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 3K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 4K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 5K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 500 | $100K–$500K | SH |
| IBN | ICICI BANK LIMITED | 5K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 2K | $100K–$500K | SH |
| SYY | SYSCO CORP | 2K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 68 | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 3K | $100K–$500K | SH |
| NTR | NUTRIEN LTD | 2K | $100K–$500K | SH |
| GAM | GENERAL AMERN INVS CO INC | 2K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 635 | $100K–$500K | SH |
| FOXA | FOX CORP | 2K | $100K–$500K | SH |
| USB | US BANCORP DEL | 2K | $100K–$500K | SH |
| ECL | ECOLAB INC | 432 | $100K–$500K | SH |
| WDFC | WD 40 CO | 570 | $100K–$500K | SH |
| IGM | ISHARES TR | 865 | $100K–$500K | SH |
| CLH | CLEAN HARBORS INC | 460 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 915 | $100K–$500K | SH |
| FDX | FEDEX CORP | 360 | $100K–$500K | SH |
| BALL | BALL CORP | 2K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 208 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 407 | $50K–$100K | SH |
| ARM | ARM HOLDINGS PLC | 900 | $50K–$100K | SH |
| NVS | NOVARTIS AG | 700 | $50K–$100K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 2K | $50K–$100K | SH |
| WAT | WATERS CORP | 250 | $50K–$100K | SH |
| GILD | GILEAD SCIENCES INC | 766 | $50K–$100K | SH |
| DELL | DELL TECHNOLOGIES INC | 737 | $50K–$100K | SH |
| DOW | DOW INC | 4K | $50K–$100K | SH |
| IVZ | INVESCO LTD | 3K | $50K–$100K | SH |