Evelyn Partners Investment Management LLP Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$2.4T
Holdings
263
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (263 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | UNPUNION PAC CORP | 3,042 | $941.5M | 0.04% | |
| 102 | 4I1PHILIP MORRIS INTL INC | 6,964 | $940.3M | 0.04% | |
| 103 | ROKROCKWELL AUTOMATION INC | 1,933 | $780.9M | 0.03% | |
| 104 | VLTOVERALTO CORP | 6,323 | $746.4M | 0.03% | |
| 105 | HDHOME DEPOT INC | 1,701 | $738.1M | 0.03% | |
| 106 | PYPLPAYPAL HLDGS INC | 14,897 | $705.2M | 0.03% | |
| 107 | SHELSHELL PLC | 18,977 | $674.0M | 0.03% | |
| 108 | RYAAYRYANAIR HOLDINGS PLC | 62,830 | $658.0M | 0.03% | |
| 109 | EQIXEQUINIX INC | 1,479 | $640.1M | 0.03% | |
| 110 | GEVGE VERNOVA INC | 1,931 | $618.2M | 0.03% | |
| 111 | KKRKKR & CO INC | 5,022 | $616.6M | 0.03% | |
| 112 | NOCNORTHROP GRUMMAN CORP | 1,053 | $608.0M | 0.03% | |
| 113 | EAELECTRONIC ARTS INC | 3,419 | $560.9M | 0.02% | |
| 114 | CSXCSX CORP | 18,246 | $555.8M | 0.02% | |
| 115 | LNGCHENIERE ENERGY INC | 2,200 | $535.4M | 0.02% | |
| 116 | MRKMERCK & CO INC | 15,376 | $535.3M | 0.02% | |
| 117 | MOALTRIA GROUP INC | 8,412 | $533.8M | 0.02% | |
| 118 | MARMARRIOTT INTL INC NEW | 1,907 | $520.8M | 0.02% | |
| 119 | BABOEING CO | 2,870 | $504.9M | 0.02% | |
| 120 | BSXBOSTON SCIENTIFIC CORP | 5,070 | $496.1M | 0.02% | |
| 121 | ELLAUDER ESTEE COS INC | 7,402 | $470.3M | 0.02% | |
| 122 | NTRSNORTHERN TR CORP | 5,160 | $427.2M | 0.02% | |
| 123 | CTRACOTERRA ENERGY INC | 15,346 | $385.0M | 0.02% | |
| 124 | SBUXSTARBUCKS CORP | 3,398 | $319.0M | 0.01% | |
| 125 | AZNASTRAZENECA PLC | 4,198 | $293.2M | 0.01% | |
| 126 | WDCWESTERN DIGITAL CORP | 2,647 | $283.6M | 0.01% | |
| 127 | BMYBRISTOL-MYERS SQUIBB CO | 7,344 | $281.9M | 0.01% | |
| 128 | XYLXYLEM INC | 4,070 | $280.6M | 0.01% | |
| 129 | ADSKAUTODESK INC | 1,350 | $271.7M | 0.01% | |
| 130 | ALSALLSTATE CORP | 1,342 | $270.0M | 0.01% | |
| 131 | DDDUPONT DE NEMOURS INC | 4,210 | $268.7M | 0.01% | |
| 132 | STTSTATE STR CORP | 2,455 | $261.1M | 0.01% | |
| 133 | EMREMERSON ELEC CO | 2,248 | $259.6M | 0.01% | |
| 134 | TWLOTWILIO INC | 2,175 | $248.5M | 0.01% | |
| 135 | COPCONOCOPHILLIPS | 6,691 | $248.1M | 0.01% | |
| 136 | COINCOINBASE GLOBAL INC | 6,156 | $245.6M | 0.01% | |
| 137 | CTVACORTEVA INC | 3,204 | $227.6M | 0.01% | |
| 138 | JXNJACKSON FINANCIAL INC | 12,301 | $225.2M | 0.01% | |
| 139 | INTCINTEL CORP | 29,315 | $218.4M | 0.01% | |
| 140 | USBUS BANCORP DEL | 4,720 | $213.5M | 0.01% | |
| 141 | KEYSKEYSIGHT TECHNOLOGIES INC | 2,265 | $206.7M | 0.01% | |
| 142 | CMCSACOMCAST CORP NEW | 6,112 | $193.3M | 0.01% | |
| 143 | COOCOOPER COS INC | 3,935 | $193.2M | 0.01% | |
| 144 | ORCLORACLE CORP | 1,684 | $192.3M | 0.01% | |
| 145 | MLB1MERCADOLIBRE INC | 243 | $190.6M | 0.01% | |
| 146 | NVONOVO-NORDISK A S | 4,799 | $190.2M | 0.01% | |
| 147 | CCKCROWN HLDGS INC | 3,505 | $180.1M | 0.01% | |
| 148 | PSXPHILLIPS 66 | 1,041 | $168.3M | 0.01% | |
| 149 | IBNICICI BANK LIMITED | 4,801 | $161.4M | 0.01% | |
| 150 | AVGOBROADCOM INC | 1,682 | $150.2M | 0.01% | |
| 151 | HSICHENRY SCHEIN INC | 1,186 | $148.7M | 0.01% | |
| 152 | WMWASTE MGMT INC DEL | 650 | $148.7M | 0.01% | |
| 153 | GISGENERAL MLS INC | 2,846 | $147.4M | 0.01% | |
| 154 | ASMLASML HOLDING N V | 182 | $145.8M | 0.01% | |
| 155 | SYYSYSCO CORP | 2,725 | $143.8M | 0.01% | |
| 156 | LMTLOCKHEED MARTIN CORP | 186 | $131.0M | 0.01% | |
| 157 | WDFCWD 40 CO | 570 | $130.1M | 0.01% | |
| 158 | UBERUBER TECHNOLOGIES INC | 4,697 | $129.8M | 0.01% | |
| 159 | AGCOAGCO CORP | 2,210 | $124.8M | 0.01% | |
| 160 | CVSCVS HEALTH CORP | 1,800 | $124.1M | 0.01% | |
| 161 | KMBKIMBERLY-CLARK CORP | 125 | $123.1M | 0.01% | |
| 162 | GLWCORNING INC | 2,970 | $116.7M | 0.00% | |
| 163 | ECLECOLAB INC | 608 | $116.4M | 0.00% | |
| 164 | LRCXLAM RESEARCH CORP | 1,216 | $112.9M | 0.00% | |
| 165 | CLHCLEAN HARBORS INC | 460 | $106.4M | 0.00% | |
| 166 | BALLBALL CORP | 4,642 | $105.2M | 0.00% | |
| 167 | BF/BBROWN FORMAN CORP | 3,610 | $103.8M | 0.00% | |
| 168 | DOWDOW INC | 4,837 | $103.8M | 0.00% | |
| 169 | 8CWCROWN CASTLE INC | 950 | $97.5M | 0.00% | |
| 170 | OXYOCCIDENTAL PETE CORP | 1,900 | $96.6M | 0.00% | |
| 171 | KHCKRAFT HEINZ CO | 15,040 | $92.5M | 0.00% | |
| 172 | FOXAFOX CORP | 4,568 | $91.8M | 0.00% | |
| 173 | VRNSVARONIS SYS INC | 1,800 | $91.3M | 0.00% | |
| 174 | DELLDELL TECHNOLOGIES INC | 737 | $90.3M | 0.00% | |
| 175 | WATWATERS CORP | 250 | $87.3M | 0.00% | |
| 176 | COFCAPITAL ONE FINL CORP | 1,288 | $86.5M | 0.00% | |
| 177 | MCOMOODYS CORP | 240 | $85.2M | 0.00% | |
| 178 | GILDGILEAD SCIENCES INC | 926 | $84.9M | 0.00% | |
| 179 | NVSNNOVARTIS AG | 448 | $84.7M | 0.00% | |
| 180 | FDXFEDEX CORP | 460 | $81.8M | 0.00% | |
| 181 | ALNYALNYLAM PHARMACEUTICALS INC | 290 | $81.4M | 0.00% | |
| 182 | CIENCIENA CORP | 1,025 | $81.3M | 0.00% | |
| 183 | FLOFLOWERS FOODS INC | 7,932 | $79.9M | 0.00% | |
| 184 | FISVFISERV INC | 550 | $77.6M | 0.00% | |
| 185 | GWWGRAINGER W W INC | 74 | $76.9M | 0.00% | |
| 186 | MANMANPOWERGROUP INC WIS | 1,979 | $75.6M | 0.00% | |
| 187 | GDGENERAL DYNAMICS CORP | 475 | $73.5M | 0.00% | |
| 188 | BPBP PLC | 4,506 | $71.3M | 0.00% | |
| 189 | CITHE CIGNA GROUP | 499 | $67.4M | 0.00% | |
| 190 | QCOMQUALCOMM INC | 877 | $63.7M | 0.00% | |
| 191 | VRSKVERISK ANALYTICS INC | 341 | $62.6M | 0.00% | |
| 192 | GMGENERAL MTRS CO | 1,253 | $61.6M | 0.00% | |
| 193 | BABAALIBABA GROUP HLDG LTD | 11,770 | $57.8M | 0.00% | |
| 194 | OTISOTIS WORLDWIDE CORP | 1,472 | $52.9M | 0.00% | |
| 195 | ABNBAIRBNB INC | 655 | $49.5M | 0.00% | |
| 196 | TRMBTRIMBLE INC | 705 | $49.4M | 0.00% | |
| 197 | ILMNILLUMINA INC | 553 | $49.3M | 0.00% | |
| 198 | AEPAMERICAN ELEC PWR CO INC | 450 | $46.7M | 0.00% | |
| 199 | LNDBRASILAGRO COMPANHIA BRASILE | 18,624 | $42.2M | 0.00% | |
| 200 | ETRENTERGY CORP NEW | 500 | $41.5M | 0.00% |