Evelyn Partners Investment Management LLP Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$3.6B

Holdings

413

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (413 positions)

#StockSharesValue% PortfolioType
101
SPYSPDR S&P 500 ETF TR
3,559$2.0M0.06%
102
IPINTERNATIONAL PAPER CO
56,113$2.0M0.06%
103
MSCIMSCI INC
5,160$2.0M0.06%
104
TSLATESLA INC
6,098$2.0M0.06%
105
IVVISHARES TR
2,373$1.0M0.03%
106
TXNTEXAS INSTRS INC
6,156$1.0M0.03%
107
ADPAUTOMATIC DATA PROCESSING IN
5,983$1.0M0.03%
108
MRKMERCK & CO INC
13,985$1.0M0.03%
109
CARRCARRIER GLOBAL CORPORATION
37,425$1.0M0.03%
110
RTXRTX CORPORATION
9,315$1.0M0.03%
111
ABBVABBVIE INC
5,273$1.0M0.03%
112
UBSUBS GROUP AG
29,005$1.0M0.03%
113
HRIHERC HLDGS INC
13,271$1.0M0.03%
114
LOWLOWES COS INC
8,095$1.0M0.03%
115
CMGCHIPOTLE MEXICAN GRILL INC
34,719$1.0M0.03%
116
STIPISHARES TR
18,825$1.0M0.03%
117
APTVAPTIV PLC
25,986$1.0M0.03%
118
URTHISHARES INC
10,074$1.0M0.03%
119
NKENIKE INC
16,500$1.0M0.03%
120
SPOTSPOTIFY TECHNOLOGY S A
2,171$1.0M0.03%
121
AXPAMERICAN EXPRESS CO
3,779$1.0M0.03%
122
KDPKEURIG DR PEPPER INC
43,218$1.0M0.03%
123
BLKBLACKROCK INC
948$1.0M0.03%
124
KEXKIRBY CORP
17,270$1.0M0.03%
125
JEFJEFFERIES FINL GROUP INC
17,596$1.0M0.03%
126
TPLTEXAS PACIFIC LAND CORPORATI
5,205$1.0M0.03%
127
APDAIR PRODS & CHEMS INC
4,340$1.0M0.03%
128
TAT&T INC
41,108$1.0M0.03%
129
DOVDOVER CORP
9,003$1.0M0.03%
130
PFEPFIZER INC
55,147$1.0M0.03%
131
DWDMORGAN STANLEY
9,465$1.0M0.03%
132
BABOEING CO
8,690$1.0M0.03%
133
GEGE AEROSPACE
5,873$1.0M0.03%
134
SHELSHELL PLC
17,297$1.0M0.03%
135
LILALIBERTY LATIN AMERICA LTD
1$00.00%
136
DBDEUTSCHE BANK A G
4,250$00.00%
137
BGBUNGE GLOBAL SA
940$00.00%
138
HDVISHARES TR
80$00.00%
139
EMREMERSON ELEC CO
1,600$00.00%
140
UIUBIQUITI INC
3$00.00%
141
NVONOVO-NORDISK A S
3,141$00.00%
142
EMBCEMBECTA CORP
44$00.00%
143
HDHOME DEPOT INC
1,909$00.00%
144
CSXCSX CORP
17,046$00.00%
145
CVECENOVUS ENERGY INC
2,031$00.00%
146
DBXDROPBOX INC
500$00.00%
147
ADNTADIENT PLC
313$00.00%
148
IEMGISHARES INC
4,308$00.00%
149
FFORD MTR CO
1,866$00.00%
150
JHGJANUS HENDERSON GROUP PLC
260$00.00%
151
ILMNILLUMINA INC
462$00.00%
152
ALCALCON AG
9,740$00.00%
153
ALSALLSTATE CORP
1,342$00.00%
154
NEOGNEOGEN CORP
554$00.00%
155
MCXMCCORMICK & CO INC
6,220$00.00%
156
BNSBANK NOVA SCOTIA HALIFAX
3,610$00.00%
157
LARLITHIUM ARGENTINA AG
300$00.00%
158
CVSCVS HEALTH CORP
1,800$00.00%
159
QCOMQUALCOMM INC
400$00.00%
160
BMOBANK MONTREAL QUE
2,064$00.00%
161
EWJISHARES INC
1,100$00.00%
162
TWLOTWILIO INC
2,000$00.00%
163
MMM3M CO
220$00.00%
164
CPRTCOPART INC
300$00.00%
165
CMCANADIAN IMPERIAL BANK OF CO
3,209$00.00%
166
XLKSELECT SECTOR SPDR TR
1,100$00.00%
167
GWWWW GRAINGER INC
74$00.00%
168
VOOVANGUARD INDEX FDS
77$00.00%
169
CHDCHURCH & DWIGHT CO INC
109$00.00%
170
AWMSKYWORKS SOLUTIONS INC
26$00.00%
171
RCI/BROGERS COMMUNICATIONS INC
300$00.00%
172
DOCUDOCUSIGN INC
3$00.00%
173
TRITHOMSON REUTERS CORP
6,177$00.00%
174
ARQTARCUTIS BIOTHERAPEUTICS INC
270$00.00%
175
PTMPLATINUM GROUP METALS LTD
220$00.00%
176
VNQVANGUARD INDEX FDS
295$00.00%
177
SILGLOBAL X FDS
388$00.00%
178
SOLVSOLVENTUM CORP
5$00.00%
179
DDDUPONT DE NEMOURS INC
3,920$00.00%
180
ALBALBEMARLE CORP
53$00.00%
181
GRALGRAIL INC
61$00.00%
182
ALNYALNYLAM PHARMACEUTICALS INC
175$00.00%
183
VRNSVARONIS SYS INC
1,800$00.00%
184
LACLITHIUM AMERS CORP NEW
300$00.00%
185
COPCONOCOPHILLIPS
3,561$00.00%
186
VGITVANGUARD SCOTTSDALE FDS
1,600$00.00%
187
CTVACORTEVA INC
3,055$00.00%
188
JXNJACKSON FINANCIAL INC
2,518$00.00%
189
GISGENERAL MLS INC
2,846$00.00%
190
PYPLPAYPAL HLDGS INC
6,921$00.00%
191
BKBANK NEW YORK MELLON CORP
915$00.00%
192
AONAON PLC
1,675$00.00%
193
VNQIVANGUARD INTL EQUITY INDEX F
620$00.00%
194
ARMARM HOLDINGS PLC
900$00.00%
195
EEMISHARES TR
5,050$00.00%
196
JCIJOHNSON CTLS INTL PLC
2,965$00.00%
197
PRTAPROTHENA CORP PLC
199$00.00%
198
IDXXIDEXX LABS INC
12$00.00%
199
IWMISHARES TR
2,395$00.00%
200
QQNITY ELECTRONICS INC
1,958$00.00%
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