Fund Holdings — Evelyn Partners Investment Management LLP

Total Portfolio Value
$3.68B
Total Bought
$591.34M
Total Sold
$339.33M
Net Transaction
+$252.01M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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
INTUITIVE SURGICAL INC75062,473+61,7233328,7990.78%+28,766
TAIWAN SEMICONDUCTOR MANUFAC(TSM)450,249438,201-12,048136,826148,0904.02%+11,264
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)90,37989,609-77038,53744,4251.21%+5,888
FREEPORT MCMORAN INC(FCX)349,543395,226+45,68317,75323,2310.63%+5,478
CHEVRON CORPORATION(CVX)103,729100,111-3,61815,80920,7130.56%+4,904
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)131,375126,725-4,65022,28025,7290.70%+3,449
AUTOZONE INC(AZO)10,46511,290+82535,49238,1351.04%+2,643
NETFLIX INC.(NFLX)189,331207,610+18,27917,75219,9620.54%+2,210
COSTCO WHOLESALE CORPORATION(COST)10,92411,277+3539,42011,2370.31%+1,817
DEERE & CO(DE)19,33318,992-3419,00110,6980.29%+1,697
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)90,38891,029+6413,6824,5700.12%+888
WILLIAMS COS INC(WMB)60,52960,414-1153,6384,3970.12%+759
EATON CORP PLC(ETN)25,98725,058-9298,2778,9620.24%+685
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)13,51413,117-3973,9674,5270.12%+560
ANGLOGOLD ASHANTI PLC(AU)5006,088+5,588435930.02%+550
MONDELEZ INTL INC(MDLZ)101,974103,654+1,6805,4895,9750.16%+485
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)17,48316,893-5906,9297,2690.20%+340
SHELL PLC(SHEL)17,29717,29701,2711,6090.04%+338
FERGUSON ENTERPRISES INC(FERG)49,59348,678-91511,04111,3550.31%+314
AMERICAN WTR WKS CO INC NEW62,18861,264-9248,1168,3370.23%+222
ISHARES INC10,07411,534+1,4601,8712,0760.06%+205
GE VERNOVA INC(GEV)1,4601,327-1339541,1580.03%+204
PFIZER INC(PFE)55,14755,712+5651,3731,5640.04%+191
MERCK & CO INC(MRK)13,98513,690-2951,4721,6470.04%+175
AT&T INC(T)41,10841,10801,0211,1920.03%+171
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
29,89829,89808089760.03%+168
WATERS CORP(WAT)250856+606952550.01%+160
TEXAS PACIFIC LAND CORPORATI(TPL)5,2053,475-1,7301,4951,6490.04%+154
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)5,2005,20002313440.01%+113
CORNING INC(GLW)2,2202,22001943020.01%+107
CONOCOPHILLIPS(COP)3,5613,261-3003334300.01%+97
KEYSIGHT TECHNOLOGIES INC(KEYS)1,2041,20402453400.01%+95
CSX CORP(CSX)17,04617,04606187000.02%+82
ALTRIA GROUP INC(MO)9,1129,11205256010.02%+76
COLGATE PALMOLIVE CO(CL)30,89929,494-1,4052,4422,5140.07%+72
DOW HLDGS INC(DOW)3,9213,9210921630.00%+72
PROLOGIS INC.(PLD)60,20958,665-1,5447,6867,7540.21%+68
QNITY ELECTRONICS INC(Q)1,9581,95801602260.01%+66
EQUINIX INC(EQIX)28428402182780.01%+61
TJX COS INC NEW(TJX)198,801191,584-7,21730,53830,5960.83%+58
ISHARES TR5,0505,820+7702763310.01%+54
CORTEVA INC(CTVA)3,0553,05502052560.01%+51
AIR PRODUCTS AND CHEMICALS I4,3403,861-4791,0721,1220.03%+50
PHILLIPS 66(PSX)1,4111,270-1411822310.01%+49
ISHARES INC
CORE MSCI EMKT
4,3084,808+5002903350.01%+46
CME GROUP INC(CME)27,27725,372-1,9057,4497,4940.20%+45
UNION PAC CORP(UNP)4,2704,251-199881,0310.03%+44
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)250250058970.00%+39
WISDOMTREE TR(WT)2,6672,66703844230.01%+38
ISHARES INC
MSCI JAPAN ETF
1,1001,500+400891270.00%+38
BUNGE GLOBAL SA(BG)9409400841200.00%+36
BRISTOL-MYERS SQUIBB CO(BMY)5,3395,33902883240.01%+36
PALO ALTO NETWORKS INC(PANW)42,15748,651+6,4947,7657,8000.21%+34
VANGUARD INTL EQUITY INDEX F3,7433,808+653383720.01%+34
JOHNSON CONTROLS INTERNATION
SHS
2,9652,96503553880.01%+33
CANADIAN NAT RES LTD MED TER(CNQ)1,6801,805+12557880.00%+31
BP PLC(BP)2,3822,3820831120.00%+29
NUTRIEN LTD(NTR)2,0662,06601281560.00%+28
DELL TECHNOLOGIES INC(DELL)7377370931210.00%+28
IMPERIAL OIL LTD(IMO)630630054820.00%+28
VANGUARD INTL EQUITY INDEX F7,3857,805+4206176430.02%+26
AGCO CORP2,2102,21002312560.01%+26
LOCKHEED MARTIN CORP(LMT)20820801011260.00%+25
BALL CORP1,9262,144+2181021270.00%+25
SPROTT ASSET MANAGEMENT LP(PSLV)01,000+1,0000240.00%+24
FEDEX CORP(FDX)36036001041280.00%+24
CLEAN HARBORS INC(CLH)46046001081320.00%+24
OCCIDENTAL PETE CORP(OXY)1,0001,000041650.00%+24
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