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 251–300 of 413
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EWJ | ISHARES INC | 1K | $50K–$100K | SH |
| KHC | KRAFT HEINZ CO | 4K | $50K–$100K | SH |
| HSIC | HENRY SCHEIN INC | 1K | $50K–$100K | SH |
| MCO | MOODYS CORP | 170 | $50K–$100K | SH |
| GD | GENERAL DYNAMICS CORP | 252 | $50K–$100K | SH |
| CCI | CROWN CASTLE INC | 950 | $50K–$100K | SH |
| BG | BUNGE GLOBAL SA | 940 | $50K–$100K | SH |
| BP | BP PLC | 2K | $50K–$100K | SH |
| FRI | FIRST TR EXCHANGE-TRADED FD | 3K | $50K–$100K | SH |
| WCN | WASTE CONNECTIONS INC | 444 | $50K–$100K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 510 | $50K–$100K | SH |
| GWW | WW GRAINGER INC | 74 | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC | 325 | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP | 730 | $50K–$100K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 175 | $50K–$100K | SH |
| QCOM | QUALCOMM INC | 400 | $50K–$100K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 1K | $50K–$100K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 1K | $50K–$100K | SH |
| STLA | STELLANTIS N.V | 6K | $50K–$100K | SH |
| ILMN | ILLUMINA INC | 462 | $50K–$100K | SH |
| VRNS | VARONIS SYS INC | 2K | $50K–$100K | SH |
| CIEN | CIENA CORP | 250 | $50K–$100K | SH |
| CNQ | CANADIAN NAT RES LTD | 2K | $50K–$100K | SH |
| CI | THE CIGNA GROUP | 204 | $50K–$100K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 655 | $50K–$100K | SH |
| MAN | MANPOWERGROUP INC WIS | 2K | $50K–$100K | SH |
| VFH | VANGUARD WORLD FD | 415 | $50K–$100K | SH |
| IMO | IMPERIAL OIL LTD | 630 | $50K–$100K | SH |
| FLO | FLOWERS FOODS INC | 5K | $50K–$100K | SH |
| TRMB | TRIMBLE INC | 650 | $50K–$100K | SH |
| FEM | FIRST TR EXCH TRD ALPHDX FD | 2K | $15K–$50K | SH |
| VOO | VANGUARD INDEX FDS | 77 | $15K–$50K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 34 | $15K–$50K | SH |
| EPI | WISDOMTREE TR | 1K | $15K–$50K | SH |
| ETR | ENTERGY CORP NEW | 500 | $15K–$50K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 500 | $15K–$50K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 500 | $15K–$50K | SH |
| IRTC | IRHYTHM TECHNOLOGIES INC | 245 | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 200 | $15K–$50K | SH |
| AU | ANGLOGOLD ASHANTI PLC | 500 | $15K–$50K | SH |
| EWU | ISHARES TR | 950 | $15K–$50K | SH |
| VB | VANGUARD INDEX FDS | 160 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP | 1K | $15K–$50K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 175 | $15K–$50K | SH |
| ACGL | ARCH CAP GROUP LTD | 412 | $15K–$50K | SH |
| BF.B | BROWN FORMAN CORP | 1K | $15K–$50K | SH |
| TIP | ISHARES TR | 350 | $15K–$50K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 400 | $15K–$50K | SH |
| AMGN | AMGEN INC | 113 | $15K–$50K | SH |
| HXL | HEXCEL CORP NEW | 500 | $15K–$50K | SH |