Evelyn Partners Investment Management LLP Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$2.2B
Holdings
261
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (261 positions)
| Stock | Value |
|---|---|
TXNTEXAS INSTRS INC | $914K |
NOWSERVICENOW INC | $872K |
4I1PHILIP MORRIS INTL INC | $801K |
VLTOVERALTO CORP | $774K |
SHELSHELL PLC | $704K |
HDHOME DEPOT INC | $700K |
KKRKKR & CO INC | $666K |
EQIXEQUINIX INC | $656K |
NOCNORTHROP GRUMMAN CORP | $636K |
MRKMERCK & CO INC | $607K |
ROKROCKWELL AUTOMATION INC | $569K |
MOALTRIA GROUP INC | $547K |
EAELECTRONIC ARTS INC | $537K |
CSXCSX CORP | $520K |
ELLAUDER ESTEE COS INC | $513K |
LNGCHENIERE ENERGY INC | $510K |
SBUXSTARBUCKS CORP | $500K |
RYAAYRYANAIR HOLDINGS PLC | $484K |
MLB1MERCADOLIBRE INC | $465K |
CTRACOTERRA ENERGY INC | $439K |
MARMARRIOTT INTL INC NEW | $435K |
BABOEING CO | $412K |
BMYBRISTOL-MYERS SQUIBB CO | $372K |
GEVGE VERNOVA INC | $357K |
NTRSNORTHERN TR CORP | $333K |
AZNASTRAZENECA PLC | $309K |
DDDUPONT DE NEMOURS INC | $293K |
COPCONOCOPHILLIPS | $291K |
XYLXYLEM INC | $249K |
ADSKAUTODESK INC | $230K |
COOCOOPER COS INC | $229K |
INTCINTEL CORP | $222K |
STTSTATE STR CORP | $220K |
KMBKIMBERLY-CLARK CORP | $216K |
EMREMERSON ELEC CO | $214K |
JXNJACKSON FINANCIAL INC | $212K |
CMCSACOMCAST CORP NEW | $200K |
USBUS BANCORP DEL | $199K |
KEYSKEYSIGHT TECHNOLOGIES INC | $198K |
BF/BBROWN FORMAN CORP | $197K |
ORCLORACLE CORP | $197K |
TWLOTWILIO INC | $196K |
CTVACORTEVA INC | $192K |
ILMNILLUMINA INC | $192K |
NVONOVO-NORDISK A S | $191K |
WDCWESTERN DIGITAL CORP | $179K |
PSXPHILLIPS 66 | $174K |
WMWASTE MGMT INC DEL | $171K |
GISGENERAL MLS INC | $170K |
CCKCROWN HLDGS INC | $156K |
FISVFISERV INC | $155K |
IBNICICI BANK LIMITED | $152K |
KHCKRAFT HEINZ CO | $151K |
CHDCHURCH & DWIGHT CO INC | $148K |
ECLECOLAB INC | $148K |
SYYSYSCO CORP | $143K |
WDFCWD 40 CO | $139K |
DOWDOW INC | $137K |
BSXBOSTON SCIENTIFIC CORP | $135K |
CVSCVS HEALTH CORP | $122K |
OXYOCCIDENTAL PETE CORP | $114K |
LMTLOCKHEED MARTIN CORP | $113K |
MANMANPOWERGROUP INC WIS | $108K |
GLWCORNING INC | $102K |
8CWCROWN CASTLE INC | $99K |
HSICHENRY SCHEIN INC | $98K |
FLOFLOWERS FOODS INC | $95K |
FOXAFOX CORP | $93K |
WATWATERS CORP | $92K |
UBERUBER TECHNOLOGIES INC | $91K |
CLHCLEAN HARBORS INC | $91K |
FDXFEDEX CORP | $88K |
GILDGILEAD SCIENCES INC | $86K |
WCNWASTE CONNECTIONS INC | $85K |
LRCXLAM RESEARCH CORP | $84K |
ASMLASML HOLDING N V | $82K |
BPBP PLC | $81K |
MCOMOODYS CORP | $79K |
NVSNNOVARTIS AG | $78K |
OTISOTIS WORLDWIDE CORP | $77K |
GWWGRAINGER W W INC | $73K |
VRNSVARONIS SYS INC | $73K |
FISFIDELITY NATL INFORMATION SV | $72K |
GDGENERAL DYNAMICS CORP | $69K |
DFSEURDISCOVER FINL SVCS | $68K |
ALNYALNYLAM PHARMACEUTICALS INC | $68K |
BABAALIBABA GROUP HLDG LTD | $67K |
CITHE CIGNA GROUP | $67K |
DELLDELL TECHNOLOGIES INC | $67K |
AVGOBROADCOM INC | $62K |
QCOMQUALCOMM INC | $61K |
CIENCIENA CORP | $60K |
LNDBRASILAGRO COMPANHIA BRASILE | $59K |
GMGENERAL MTRS CO | $59K |
COINCOINBASE GLOBAL INC | $58K |
IVZINVESCO LTD | $53K |
LFUSLITTELFUSE INC | $44K |
ETRENTERGY CORP NEW | $43K |
TRMBTRIMBLE INC | $43K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $42K |