Evelyn Partners Investment Management LLP Q3 2025 Filing
Filed December 11, 2025
Portfolio Value
$3.1T
Holdings
416
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (416 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ALCALCON AG | 22,685 | $1.9B | 0.06% | |
| 102 | PFEPFIZER INC | 72,313 | $1.9B | 0.06% | |
| 103 | TRVCCITIGROUP INC | 26,954 | $1.9B | 0.06% | |
| 104 | WPMWHEATON PRECIOUS METALS CORP | 32,558 | $1.8B | 0.06% | |
| 105 | CATCATERPILLAR INC | 5,043 | $1.8B | 0.06% | |
| 106 | LOWLOWES COS INC | 7,280 | $1.8B | 0.06% | |
| 107 | LOGILOGITECH INTL S A | 21,339 | $1.8B | 0.06% | |
| 108 | PYPLPAYPAL HLDGS INC | 19,677 | $1.7B | 0.05% | |
| 109 | SHOPSHOPIFY INC | 15,712 | $1.7B | 0.05% | |
| 110 | DWDMORGAN STANLEY | 12,720 | $1.6B | 0.05% | |
| 111 | TPLTEXAS PACIFIC LAND CORPORATI | 1,360 | $1.5B | 0.05% | |
| 112 | TAT&T INC | 63,248 | $1.4B | 0.05% | |
| 113 | KDPKEURIG DR PEPPER INC | 43,751 | $1.4B | 0.05% | |
| 114 | NOWSERVICENOW INC | 1,311 | $1.4B | 0.05% | |
| 115 | AXPAMERICAN EXPRESS CO | 4,584 | $1.4B | 0.04% | |
| 116 | BLKBLACKROCK INC | 1,322 | $1.4B | 0.04% | |
| 117 | STIPISHARES TR | 13,117 | $1.3B | 0.04% | |
| 118 | MRKMERCK & CO INC | 13,200 | $1.3B | 0.04% | |
| 119 | SPOTSPOTIFY TECHNOLOGY S A | 2,584 | $1.2B | 0.04% | |
| 120 | UNPUNION PAC CORP | 5,059 | $1.2B | 0.04% | |
| 121 | IBKRINTERACTIVE BROKERS GROUP IN | 25,802 | $1.1B | 0.04% | |
| 122 | SHELSHELL PLC | 17,395 | $1.1B | 0.04% | |
| 123 | AREALEXANDRIA REAL ESTATE EQ IN | 11,060 | $1.1B | 0.04% | |
| 124 | TRITHOMSON REUTERS CORP | 6,721 | $1.1B | 0.04% | |
| 125 | GEGE AEROSPACE | 5,940 | $990.7M | 0.03% | |
| 126 | ULUNILEVER PLC | 17,340 | $983.2M | 0.03% | |
| 127 | TXNTEXAS INSTRS INC | 5,185 | $972.2M | 0.03% | |
| 128 | ABBVABBVIE INC | 5,273 | $937.0M | 0.03% | |
| 129 | UBSUBS GROUP AG | 28,866 | $882.2M | 0.03% | |
| 130 | VLTOVERALTO CORP | 8,533 | $869.1M | 0.03% | |
| 131 | CCOCAMECO CORP | 16,898 | $868.4M | 0.03% | |
| 132 | KKRKKR & CO INC | 5,755 | $851.2M | 0.03% | |
| 133 | BEPBROOKFIELD RENEWABLE PARTNER | 36,058 | $820.7M | 0.03% | |
| 134 | EQIXEQUINIX INC | 865 | $815.6M | 0.03% | |
| 135 | HDHOME DEPOT INC | 2,089 | $812.6M | 0.03% | |
| 136 | ROKROCKWELL AUTOMATION INC | 2,801 | $800.5M | 0.03% | |
| 137 | WTWWILLIS TOWERS WATSON PLC LTD | 2,412 | $755.5M | 0.02% | |
| 138 | TTENTOTALENERGIES SE | 13,632 | $742.9M | 0.02% | |
| 139 | ELLAUDER ESTEE COS INC | 9,659 | $724.2M | 0.02% | |
| 140 | IVVISHARES TR | 1,213 | $714.1M | 0.02% | |
| 141 | NOCNORTHROP GRUMMAN CORP | 1,358 | $637.3M | 0.02% | |
| 142 | AONAON PLC | 1,750 | $628.5M | 0.02% | |
| 143 | 4I1PHILIP MORRIS INTL INC | 5,046 | $607.3M | 0.02% | |
| 144 | CSXCSX CORP | 17,660 | $569.9M | 0.02% | |
| 145 | SBUXSTARBUCKS CORP | 6,187 | $564.6M | 0.02% | |
| 146 | EAELECTRONIC ARTS INC | 3,714 | $543.4M | 0.02% | |
| 147 | LNGCHENIERE ENERGY INC | 2,500 | $537.2M | 0.02% | |
| 148 | VGTVANGUARD WORLD FD | 859 | $534.1M | 0.02% | |
| 149 | MCHPMICROCHIP TECHNOLOGY INC. | 9,160 | $525.3M | 0.02% | |
| 150 | MARMARRIOTT INTL INC NEW | 1,877 | $523.6M | 0.02% | |
| 151 | OPPJWISDOMTREE TR | 15,000 | $518.7M | 0.02% | |
| 152 | IWMISHARES TR | 2,345 | $518.2M | 0.02% | |
| 153 | BF/BBROWN FORMAN CORP | 13,575 | $515.6M | 0.02% | |
| 154 | NDQINVESCO QQQ TR | 995 | $508.7M | 0.02% | |
| 155 | MDTMEDTRONIC PLC | 6,181 | $493.7M | 0.02% | |
| 156 | RYAAYRYANAIR HOLDINGS PLC | 11,131 | $485.2M | 0.02% | |
| 157 | GEVGE VERNOVA INC | 1,460 | $480.2M | 0.02% | |
| 158 | MOALTRIA GROUP INC | 9,112 | $476.5M | 0.02% | |
| 159 | MCXMCCORMICK & CO INC | 6,220 | $474.2M | 0.02% | |
| 160 | XYLXYLEM INC | 4,085 | $473.9M | 0.02% | |
| 161 | NTRSNORTHERN TR CORP | 4,590 | $470.5M | 0.02% | |
| 162 | URTHISHARES INC | 3,000 | $466.5M | 0.02% | |
| 163 | SKYYFIRST TR EXCHANGE TRADED FD | 3,860 | $459.8M | 0.01% | |
| 164 | STLASTELLANTIS N.V | 33,968 | $442.8M | 0.01% | |
| 165 | BABOEING CO | 2,456 | $434.7M | 0.01% | |
| 166 | STESTERIS PLC | 2,071 | $425.7M | 0.01% | |
| 167 | MLB1MERCADOLIBRE INC | 238 | $404.7M | 0.01% | |
| 168 | KMBKIMBERLY-CLARK CORP | 3,025 | $396.4M | 0.01% | |
| 169 | CTRACOTERRA ENERGY INC | 15,176 | $387.6M | 0.01% | |
| 170 | ILMNILLUMINA INC | 2,808 | $375.2M | 0.01% | |
| 171 | COPCONOCOPHILLIPS | 3,561 | $353.1M | 0.01% | |
| 172 | BMYBRISTOL-MYERS SQUIBB CO | 6,091 | $344.5M | 0.01% | |
| 173 | JCIJOHNSON CTLS INTL PLC | 4,060 | $320.5M | 0.01% | |
| 174 | EMREMERSON ELEC CO | 2,498 | $309.6M | 0.01% | |
| 175 | ADSKAUTODESK INC | 1,020 | $301.5M | 0.01% | |
| 176 | DDDUPONT DE NEMOURS INC | 3,920 | $298.9M | 0.01% | |
| 177 | CMCANADIAN IMPERIAL BK COMM | 4,509 | $285.0M | 0.01% | |
| 178 | INFYINFOSYS LTD | 12,600 | $276.2M | 0.01% | |
| 179 | AZNASTRAZENECA PLC | 4,198 | $275.1M | 0.01% | |
| 180 | OREALTY INCOME CORP | 5,000 | $267.1M | 0.01% | |
| 181 | BMOBANK MONTREAL QUE | 2,700 | $261.9M | 0.01% | |
| 182 | ALSALLSTATE CORP | 1,342 | $258.7M | 0.01% | |
| 183 | SGOLETFS GOLD TR | 10,000 | $250.5M | 0.01% | |
| 184 | STTSTATE STR CORP | 2,455 | $241.0M | 0.01% | |
| 185 | ORCLORACLE CORP | 1,405 | $234.1M | 0.01% | |
| 186 | JXNJACKSON FINANCIAL INC | 2,634 | $229.4M | 0.01% | |
| 187 | USBUS BANCORP DEL | 4,720 | $225.8M | 0.01% | |
| 188 | CHDCHURCH & DWIGHT CO INC | 2,122 | $222.2M | 0.01% | |
| 189 | TWLOTWILIO INC | 2,000 | $216.2M | 0.01% | |
| 190 | BNSBANK NOVA SCOTIA HALIFAX | 3,985 | $213.8M | 0.01% | |
| 191 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,320 | $212.0M | 0.01% | |
| 192 | WDCWESTERN DIGITAL CORP | 4,635 | $208.8M | 0.01% | |
| 193 | AGCOAGCO CORP | 2,210 | $206.6M | 0.01% | |
| 194 | CMCSACOMCAST CORP NEW | 5,421 | $203.4M | 0.01% | |
| 195 | PSXPHILLIPS 66 | 1,751 | $199.5M | 0.01% | |
| 196 | ACGLARCH CAP GROUP LTD | 2,124 | $196.2M | 0.01% | |
| 197 | INTCINTEL CORP | 9,760 | $195.7M | 0.01% | |
| 198 | DXJWISDOMTREE TR | 1,692 | $186.6M | 0.01% | |
| 199 | NVONOVO-NORDISK A S | 2,160 | $185.8M | 0.01% | |
| 200 | SUSUNCOR ENERGY INC NEW | 5,200 | $185.5M | 0.01% |