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 301–350 of 413
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LND | BRASILAGRO COMPANHIA BRASILE | 10K | $15K–$50K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 955 | $15K–$50K | SH |
| AMAT | APPLIED MATLS INC | 140 | $15K–$50K | SH |
| MMM | 3M CO | 220 | $15K–$50K | SH |
| SDY | SPDR SERIES TRUST | 250 | $15K–$50K | SH |
| CVE | CENOVUS ENERGY INC | 2K | $15K–$50K | SH |
| OLN | OLIN CORP | 2K | $15K–$50K | SH |
| RIO | RIO TINTO PLC | 420 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC | 337 | $15K–$50K | SH |
| PIO | INVESCO EXCH TRADED FD TR II | 750 | $15K–$50K | SH |
| AOS | SMITH A O CORP | 490 | $15K–$50K | SH |
| SIL | GLOBAL X FDS | 388 | $15K–$50K | SH |
| WFC | WELLS FARGO CO NEW | 340 | $15K–$50K | SH |
| SOXX | ISHARES TR | 105 | $15K–$50K | SH |
| POST | POST HLDGS INC | 315 | $15K–$50K | SH |
| VWOB | VANGUARD WHITEHALL FDS | 460 | $15K–$50K | SH |
| FTRI | FIRST TR EXCHANGE TRADED FD | 2K | $15K–$50K | SH |
| CWK | CUSHMAN AND WAKEFIELD LTD | 2K | $15K–$50K | SH |
| LNN | LINDSAY CORP | 245 | $15K–$50K | SH |
| AMRZ | AMRIZE LTD | 529 | $15K–$50K | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 620 | $15K–$50K | SH |
| ORLA | ORLA MNG LTD NEW | 2K | $15K–$50K | SH |
| ASPI | ASP ISOTOPES INC | 5K | $15K–$50K | SH |
| VNQ | VANGUARD INDEX FDS | 295 | $15K–$50K | SH |
| BKU | BANKUNITED INC | 580 | $15K–$50K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 158 | $15K–$50K | SH |
| LQD | ISHARES TR | 225 | $15K–$50K | SH |
| F | FORD MTR CO | 2K | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 145 | $15K–$50K | SH |
| EFX | EQUIFAX INC | 105 | $15K–$50K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 1K | $15K–$50K | SH |
| TER | TERADYNE INC | 115 | $15K–$50K | SH |
| QCLN | FIRST TR EXCHANGE-TRADED FD | 480 | $15K–$50K | SH |
| AVY | AVERY DENNISON CORP | 113 | $15K–$50K | SH |
| URI | UNITED RENTALS INC | 25 | $15K–$50K | SH |
| PR | PERMIAN RESOURCES CORP | 1K | $15K–$50K | SH |
| AGG | ISHARES TR | 200 | $15K–$50K | SH |
| NWSA | NEWS CORP NEW | 752 | $15K–$50K | SH |
| VTRS | VIATRIS INC | 1K | $15K–$50K | SH |
| PHM | PULTE GROUP INC | 154 | $15K–$50K | SH |
| SRE | SEMPRA | 200 | $15K–$50K | SH |
| FANG | DIAMONDBACK ENERGY INC | 117 | $15K–$50K | SH |
| ARVN | ARVINAS INC | 1K | $15K–$50K | SH |
| FER | FERROVIAL SE | 262 | $15K–$50K | SH |
| FISV | FISERV INC | 250 | $15K–$50K | SH |
| VRSK | VERISK ANALYTICS INC | 74 | $15K–$50K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 180 | $15K–$50K | SH |
| DBX | DROPBOX INC | 500 | $1K–$15K | SH |
| EMF | TEMPLETON EMERGING MKTS FD | 750 | $1K–$15K | SH |
| ONC | BEONE MEDICINES LTD | 41 | $1K–$15K | SH |