Fund HoldingsEvelyn Partners Investment Management LLP

Total Portfolio Value
$3.68B
Total Bought
$564.13M
Total Sold
$339.32M
Net Transaction
+$224.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)01,675,125+1,675,1250325,4858.84%+325,485
SUNBELT RENTALS HOLDINGS INC(SUNB)0444,828+444,828028,9540.79%+28,954
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0438,201+438,2010148,0904.02%+148,090
NEXTERA ENERGY INC(NEE)405,615463,794+58,17932,56343,0771.17%+10,514
TOTALENERGIES SE(TTE)340,877350,023+9,14622,25832,7190.89%+10,461
BROADCOM INC(AVGO)27,49959,969+32,4709,51718,5610.50%+9,044
EXXON MOBIL CORP69,27795,705+26,4288,33716,2370.44%+7,901
COCA COLA CO(KO)969,870993,773+23,90367,80475,5762.05%+7,773
IDEX CORP(IEX)185,359205,291+19,93232,98338,9131.06%+5,930
LINDE PLC(LIN)089,609+89,609044,4251.21%+44,425
FREEPORT MCMORAN INC(FCX)349,543395,226+45,68317,75323,2310.63%+5,478
CHEVRON CORPORATION(CVX)0100,111+100,111020,7130.56%+20,713
AMPHENOL CORP105,134150,010+44,87614,20818,9540.52%+4,746
JOHNSON & JOHNSON(JNJ)137,774135,066-2,70828,51233,0160.90%+4,503
EOG RES INC(EOG)030,864+30,86404,4620.12%+4,462
CHUBB LTD SWITZ
COM
264,903265,802+89982,68286,6332.35%+3,951
AGNICO EAGLE MINES LTD(AEM)0126,725+126,725025,7290.70%+25,729
AUTOZONE INC(AZO)011,290+11,290038,1351.04%+38,135
NETFLIX INC.(NFLX)0207,610+207,610019,9620.54%+19,962
COSTCO WHOLESALE CORPORATION(COST)011,277+11,277011,2370.31%+11,237
DEERE & CO(DE)018,992+18,992010,6980.29%+10,698
MOTOROLA SOLUTIONS INC(MSI)03,510+3,51001,5230.04%+1,523
BOEING CO(BA)8,69016,347+7,6571,8873,2540.09%+1,367
WALMART INC(WMT)237,236222,464-14,77226,43027,6480.75%+1,217
ROCKWELL AUTOMATION INC(ROK)2,3535,771+3,4189152,0710.06%+1,156
SLB LIMITED(SLB)82,34282,629+2873,1604,2460.12%+1,086
ELI LILLY & CO(LLY)5,1887,228+2,0405,5756,6480.18%+1,073
CISCO SYS INC(CSCO)150,943161,461+10,51811,62712,5280.34%+901
SPROTT ASSET MANAGEMENT LP(CEF)811,531797,590-13,94137,16838,0611.03%+893
VERIZON COMMUNICATIONS INC(VZ)091,029+91,02904,5700.12%+4,570
WILLIAMS COS INC(WMB)060,414+60,41404,3970.12%+4,397
EATON CORP PLC(ETN)025,058+25,05808,9620.24%+8,962
NEWMONT CORP(NEM)186,964178,759-8,20518,66819,3510.53%+682
WHEATON PRECIOUS METALS CORP(WPM)68,10665,672-2,4348,0078,6120.23%+605
L3HARRIS TECHNOLOGIES INC(LHX)013,117+13,11704,5270.12%+4,527
ANGLOGOLD ASHANTI PLC(AU)06,088+6,08805930.02%+593
MONDELEZ INTL INC(MDLZ)0103,654+103,65405,9750.16%+5,975
CATERPILLAR INC(CAT)4,3224,179-1432,4762,9610.08%+485
INDIVIOR PHARMACEUTICALS INC(INDV)013,624+13,62404150.01%+415
SPDR GOLD TR(GLD)016,893+16,89307,2690.20%+7,269
SHELL PLC(SHEL)17,29717,29701,2711,6090.04%+338
FERGUSON ENTERPRISES INC(FERG)048,678+48,678011,3550.31%+11,355
AMERICAN WTR WKS CO INC NEW061,264+61,26408,3370.23%+8,337
ISHARES INC10,07411,534+1,4601,8712,0760.06%+205
GE VERNOVA INC(GEV)1,4601,327-1339541,1580.03%+204
PFIZER INC(PFE)055,712+55,71201,5640.04%+1,564
MERCK & CO INC(MRK)013,690+13,69001,6470.04%+1,647
AT&T INC(T)041,108+41,10801,1920.03%+1,192
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
029,898+29,89809760.03%+976
WATERS CORP(WAT)0856+85602550.01%+255
TEXAS PACIFIC LAND CORPORATI(TPL)03,475+3,47501,6490.04%+1,649
VANGUARD INTL EQUITY INDEX F2,7103,810+1,1003825270.01%+145
ARM HOLDINGS PLC9001,500+600982270.01%+129
VANGUARD INDEX FDS8451,260+4152834040.01%+121
WISDOMTREE TR(WT)14,84714,84706898070.02%+118
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)018,995+18,99501150.00%+115
SUNCOR ENERGY INC NEW(SU)05,200+5,20003440.01%+344
CORNING INC(GLW)02,220+2,22003020.01%+302
CONOCOPHILLIPS(COP)03,261+3,26104300.01%+430
KEYSIGHT TECHNOLOGIES INC(KEYS)1,2041,20402453400.01%+95
CSX CORP(CSX)017,046+17,04607000.02%+700
ALTRIA GROUP INC(MO)09,112+9,11206010.02%+601
COLGATE PALMOLIVE CO(CL)029,494+29,49402,5140.07%+2,514
DOW HLDGS INC(DOW)03,921+3,92101630.00%+163
PROLOGIS INC.(PLD)60,20958,665-1,5447,6867,7540.21%+68
QNITY ELECTRONICS INC(Q)1,9581,95801602260.01%+66
EQUINIX INC(EQIX)0284+28402780.01%+278
TJX COS INC NEW(TJX)198,801191,584-7,21730,53830,5960.83%+58
ISHARES TR05,820+5,82003310.01%+331
CORTEVA INC(CTVA)03,055+3,05502560.01%+256
AIR PRODUCTS AND CHEMICALS I03,861+3,86101,1220.03%+1,122
PHILLIPS 66(PSX)01,270+1,27002310.01%+231
ISHARES INC
CORE MSCI EMKT
4,3084,808+5002903350.01%+46
CME GROUP INC(CME)025,372+25,37207,4940.20%+7,494
UNION PAC CORP(UNP)04,251+4,25101,0310.03%+1,031
LAM RESEARCH CORP(LRCX)1,1601,126-341992410.01%+42
DAUCH CORP06,944+6,9440410.00%+41
AXON ENTERPRISE INC(AXON)1,0871,550+4636176580.02%+41
CIENA CORP(CIEN)0250+2500970.00%+97
WISDOMTREE TR(WT)2,6672,66703844230.01%+38
ISHARES INC
MSCI JAPAN ETF
1,1001,500+400891270.00%+38
BUNGE GLOBAL SA(BG)0940+94001200.00%+120
BRISTOL-MYERS SQUIBB CO(BMY)5,3395,33902883240.01%+36
PALO ALTO NETWORKS INC(PANW)048,651+48,65107,8000.21%+7,800
VANGUARD INTL EQUITY INDEX F3,7433,808+653383720.01%+34
JOHNSON CONTROLS INTERNATION
SHS
02,965+2,96503880.01%+388
CANADIAN NAT RES LTD MED TER(CNQ)01,805+1,8050880.00%+88
BP PLC(BP)02,382+2,38201120.00%+112
NUTRIEN LTD(NTR)02,066+2,06601560.00%+156
DELL TECHNOLOGIES INC(DELL)0737+73701210.00%+121
IMPERIAL OIL LTD(IMO)0630+6300820.00%+82
VANGUARD INTL EQUITY INDEX F7,3857,805+4206176430.02%+26
AGCO CORP02,210+2,21002560.01%+256
LOCKHEED MARTIN CORP(LMT)0208+20801260.00%+126
BALL CORP02,144+2,14401270.00%+127
SPROTT ASSET MANAGEMENT LP(PSLV)01,000+1,0000240.00%+24
FEDEX CORP(FDX)0360+36001280.00%+128
CLEAN HARBORS INC(CLH)0460+46001320.00%+132
OCCIDENTAL PETE CORP(OXY)01,000+1,0000650.00%+65
DUPONT DE NEMOURS INC(DD)03,920+3,92001800.00%+180
Page 1 of 1