Evelyn Partners Investment Management Services
Latest statistics and disclosures from Evelyn Partners Investment Management Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, AMZN, V, SYK, and represent 26.00% of Evelyn Partners Investment Management Services's stock portfolio.
- Added to shares of these 10 stocks: TSM, LLY, AMZN, CB, V, NDAQ, BRK.B, TJX, ZTS, CME.
- Started 10 new stock positions in AMGN, VUG, UPS, CVS, EMR, PHYS, SN, SLF, SO, EWG.
- Reduced shares in these 10 stocks: ADBE, NVDA, INDV, AAPL, VGK, JNJ, LRCX, CDNS, FERG, VT.
- Sold out of its positions in ABNB, TDIV, TIP, Skechers USA, UBER, VWOB, YUM, DOLE.
- Evelyn Partners Investment Management Services was a net buyer of stock by $37M.
- Evelyn Partners Investment Management Services has $745M in assets under management (AUM), dropping by 11.84%.
- Central Index Key (CIK): 0002065205
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Portfolio Holdings for Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services holds 266 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.2 | $54M | 103k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $43M | 176k | 243.10 |
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| Amazon (AMZN) | 5.3 | $39M | +10% | 179k | 219.57 |
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| Visa Com Cl A (V) | 4.4 | $33M | +6% | 96k | 341.38 |
|
| Stryker Corporation (SYK) | 3.4 | $25M | +4% | 68k | 369.67 |
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| NVIDIA Corporation (NVDA) | 3.2 | $24M | -11% | 129k | 186.58 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $24M | +6% | 47k | 502.74 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.1 | $23M | +23% | 83k | 279.29 |
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| Goldman Sachs (GS) | 2.7 | $20M | +3% | 25k | 796.35 |
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| Johnson & Johnson (JNJ) | 2.5 | $18M | -3% | 98k | 185.42 |
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| Meta Platforms Cl A (META) | 2.4 | $18M | +6% | 25k | 734.38 |
|
| Booking Holdings (BKNG) | 2.4 | $18M | +7% | 3.3k | 5399.27 |
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| Walt Disney Company (DIS) | 2.3 | $17M | +6% | 150k | 114.50 |
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| Chubb (CB) | 2.3 | $17M | +18% | 60k | 282.25 |
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| Automatic Data Processing (ADP) | 2.3 | $17M | +2% | 58k | 293.50 |
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| CRH Ord (CRH) | 2.1 | $15M | +2% | 128k | 119.90 |
|
| McDonald's Corporation (MCD) | 2.1 | $15M | +7% | 51k | 303.89 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $14M | +5% | 30k | 485.02 |
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| Apple (AAPL) | 1.8 | $14M | -7% | 54k | 254.63 |
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| Arista Networks Com Shs (ANET) | 1.8 | $13M | -2% | 90k | 145.71 |
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| Mastercard Incorporated Cl A (MA) | 1.6 | $12M | +9% | 21k | 568.81 |
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| Mondelez Intl Cl A (MDLZ) | 1.5 | $11M | +5% | 177k | 62.47 |
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| Wheaton Precious Metals Corp (WPM) | 1.4 | $10M | 92k | 111.88 |
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| Zoetis Cl A (ZTS) | 1.3 | $9.8M | +16% | 67k | 146.32 |
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| Intuitive Surgical Com New (ISRG) | 1.3 | $9.3M | +7% | 21k | 447.23 |
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| Franco-Nevada Corporation (FNV) | 1.1 | $8.5M | 38k | 222.54 |
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| Intuit (INTU) | 1.1 | $7.9M | 12k | 682.91 |
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| Pepsi (PEP) | 1.0 | $7.6M | -3% | 54k | 140.44 |
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| Colgate-Palmolive Company (CL) | 1.0 | $7.3M | +4% | 91k | 79.94 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $7.0M | -4% | 51k | 137.80 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $6.9M | +13% | 22k | 315.43 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.9 | $6.8M | +2% | 186k | 36.69 |
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| Procter & Gamble Company (PG) | 0.9 | $6.6M | 43k | 153.65 |
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| S&p Global (SPGI) | 0.8 | $6.2M | +25% | 13k | 486.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $6.0M | 10k | 600.37 |
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| AutoZone (AZO) | 0.8 | $6.0M | +15% | 1.4k | 4290.24 |
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| Linde SHS (LIN) | 0.8 | $5.9M | +18% | 12k | 475.00 |
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| Eli Lilly & Co. (LLY) | 0.7 | $5.6M | +358% | 7.3k | 763.00 |
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| Coca-Cola Company (KO) | 0.7 | $5.5M | +23% | 82k | 66.32 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $5.3M | 22k | 246.60 |
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| Nasdaq Omx (NDAQ) | 0.7 | $5.1M | +56% | 58k | 88.45 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.7 | $5.1M | 77k | 66.91 |
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| Waters Corporation (WAT) | 0.7 | $5.0M | +7% | 17k | 299.81 |
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| Smurfit Westrock SHS (SW) | 0.6 | $4.8M | +6% | 114k | 42.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $4.4M | 12k | 355.47 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $4.4M | -11% | 33k | 133.90 |
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| TJX Companies (TJX) | 0.5 | $4.0M | +60% | 27k | 144.54 |
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| Paypal Holdings (PYPL) | 0.5 | $3.7M | +3% | 55k | 67.06 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $3.4M | 45k | 76.40 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $3.3M | -12% | 15k | 224.58 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.4 | $3.3M | 122k | 27.31 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $3.1M | -53% | 8.7k | 352.75 |
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| IDEX Corporation (IEX) | 0.4 | $3.0M | +20% | 19k | 162.76 |
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| Agnico (AEM) | 0.4 | $2.8M | -5% | 17k | 168.39 |
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| Electronic Arts (EA) | 0.3 | $2.5M | +2% | 13k | 201.70 |
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| Bank of America Corporation (BAC) | 0.3 | $2.4M | +5% | 47k | 51.59 |
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| Prologis (PLD) | 0.3 | $2.3M | +19% | 20k | 114.52 |
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| Newmont Mining Corporation (NEM) | 0.3 | $2.1M | -2% | 25k | 84.31 |
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| Amphenol Corp Cl A (APH) | 0.3 | $2.1M | +122% | 17k | 123.75 |
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| Palo Alto Networks (PANW) | 0.3 | $2.0M | +25% | 10k | 203.62 |
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| Cme (CME) | 0.3 | $2.0M | +221% | 7.3k | 270.19 |
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| Mccormick & Co Com Vtg (MKC.V) | 0.3 | $1.9M | -2% | 29k | 66.72 |
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| UnitedHealth (UNH) | 0.3 | $1.9M | 5.4k | 345.30 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.2 | $1.8M | +3% | 21k | 87.84 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $1.8M | -10% | 3.0k | 609.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.8M | -8% | 7.4k | 243.55 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.8M | -2% | 4.8k | 374.25 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $1.8M | 48k | 36.81 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $1.6M | +3% | 13k | 125.86 |
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| Roper Industries (ROP) | 0.2 | $1.6M | +499% | 3.2k | 498.69 |
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| Broadcom (AVGO) | 0.2 | $1.6M | +699% | 4.7k | 329.91 |
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| Cadence Design Systems (CDNS) | 0.2 | $1.5M | -25% | 4.4k | 351.26 |
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| Servicenow (NOW) | 0.2 | $1.5M | +31% | 1.6k | 920.28 |
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| American Tower Reit (AMT) | 0.2 | $1.5M | +27% | 7.7k | 192.32 |
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| Global X Fds Global X Uranium (URA) | 0.2 | $1.3M | -2% | 28k | 47.67 |
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| Air Products & Chemicals (APD) | 0.2 | $1.3M | +12% | 4.6k | 272.72 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $1.2M | 38k | 32.84 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | 11k | 112.75 |
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| Netflix (NFLX) | 0.2 | $1.2M | +5% | 971.00 | 1198.92 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $1.1M | +6% | 15k | 74.46 |
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| Blackrock (BLK) | 0.1 | $1.0M | -2% | 872.00 | 1165.87 |
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| Msci (MSCI) | 0.1 | $1.0M | -4% | 1.8k | 567.41 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.0M | -22% | 9.7k | 103.06 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | -12% | 1.1k | 925.63 |
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| Honeywell International (HON) | 0.1 | $996k | +7% | 4.7k | 210.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $909k | +16% | 3.1k | 293.74 |
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| Nike CL B (NKE) | 0.1 | $876k | -5% | 13k | 69.73 |
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| Ge Aerospace Com New (GE) | 0.1 | $866k | 2.9k | 300.82 |
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| Abbvie (ABBV) | 0.1 | $848k | +23% | 3.7k | 231.54 |
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| Ishares Msci Germany Etf (EWG) | 0.1 | $816k | NEW | 20k | 41.61 |
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| International Paper Company (IP) | 0.1 | $815k | -9% | 18k | 46.40 |
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| Ferrari Nv Ord (RACE) | 0.1 | $812k | +81% | 1.7k | 482.97 |
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| salesforce (CRM) | 0.1 | $796k | +2% | 3.4k | 237.00 |
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| Nextera Energy (NEE) | 0.1 | $787k | +437% | 10k | 75.49 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $671k | 2.3k | 298.28 |
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| Becton, Dickinson and (BDX) | 0.1 | $660k | 3.5k | 187.17 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $653k | +14% | 3.6k | 183.73 |
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| Schlumberger Com Stk (SLB) | 0.1 | $620k | -21% | 18k | 34.37 |
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| Rbc Cad (RY) | 0.1 | $593k | 4.0k | 147.36 |
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| Abbott Laboratories (ABT) | 0.1 | $547k | +16% | 4.1k | 133.94 |
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| Micron Technology (MU) | 0.1 | $528k | -14% | 3.2k | 167.32 |
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| Cisco Systems (CSCO) | 0.1 | $468k | +42% | 6.8k | 68.42 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $460k | -23% | 3.0k | 155.25 |
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| Fastenal Company (FAST) | 0.1 | $451k | -3% | 9.2k | 49.04 |
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| Intercontinental Exchange (ICE) | 0.1 | $428k | +29% | 2.5k | 168.48 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $391k | +21% | 5.2k | 75.10 |
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| Home Depot (HD) | 0.0 | $365k | -5% | 900.00 | 405.19 |
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| Rockwell Automation (ROK) | 0.0 | $350k | 1.0k | 349.53 |
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| Verizon Communications (VZ) | 0.0 | $345k | +26% | 7.8k | 43.95 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $332k | -71% | 4.2k | 79.80 |
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| Ubs Group SHS (UBS) | 0.0 | $331k | 8.1k | 40.82 |
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| Oracle Corporation (ORCL) | 0.0 | $329k | +225% | 1.2k | 281.24 |
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| Tmc The Metals Company (TMC) | 0.0 | $300k | 47k | 6.37 |
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| Axon Enterprise (AXON) | 0.0 | $297k | +23% | 414.00 | 717.64 |
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| Tesla Motors (TSLA) | 0.0 | $288k | -5% | 647.00 | 444.72 |
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| Qualcomm (QCOM) | 0.0 | $279k | +85% | 1.7k | 166.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $272k | -32% | 444.00 | 612.38 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $272k | +2% | 1.6k | 167.33 |
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| Chevron Corporation (CVX) | 0.0 | $264k | +95% | 1.7k | 155.29 |
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| Philip Morris International (PM) | 0.0 | $263k | +12% | 1.6k | 162.20 |
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| Pfizer (PFE) | 0.0 | $254k | -43% | 10k | 25.48 |
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| Equinix (EQIX) | 0.0 | $253k | +13% | 323.00 | 783.24 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $244k | -42% | 6.2k | 39.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $244k | 742.00 | 328.17 |
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| Stifel Financial (SF) | 0.0 | $236k | 2.1k | 113.47 |
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| Brown & Brown (BRO) | 0.0 | $218k | 2.3k | 93.79 |
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| Deere & Company (DE) | 0.0 | $204k | -12% | 447.00 | 457.26 |
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| Union Pacific Corporation (UNP) | 0.0 | $203k | +22% | 860.00 | 236.37 |
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| Danaher Corporation (DHR) | 0.0 | $184k | -30% | 930.00 | 198.26 |
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| Sherwin-Williams Company (SHW) | 0.0 | $177k | 511.00 | 346.26 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $175k | 958.00 | 182.42 |
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| Waste Management (WM) | 0.0 | $175k | 790.00 | 220.83 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $172k | 821.00 | 209.26 |
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| Advanced Micro Devices (AMD) | 0.0 | $152k | 937.00 | 161.79 |
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| L3harris Technologies (LHX) | 0.0 | $151k | +26% | 495.00 | 305.41 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $151k | 1.6k | 95.47 |
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| Emerson Electric (EMR) | 0.0 | $145k | NEW | 1.1k | 131.18 |
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| Autodesk (ADSK) | 0.0 | $140k | -30% | 442.00 | 317.67 |
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| Clorox Company (CLX) | 0.0 | $140k | 1.1k | 123.30 |
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| Purecycle Technologies (PCT) | 0.0 | $133k | -2% | 10k | 13.15 |
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| Insulet Corporation (PODD) | 0.0 | $131k | +142% | 425.00 | 308.73 |
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| Amgen (AMGN) | 0.0 | $127k | NEW | 450.00 | 282.20 |
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| Alamos Gold Com Cl A (AGI) | 0.0 | $126k | 3.6k | 34.85 |
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| Starbucks Corporation (SBUX) | 0.0 | $123k | +828% | 1.5k | 84.60 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $121k | -33% | 530.00 | 227.73 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $120k | +501% | 355.00 | 337.49 |
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| Ge Vernova (GEV) | 0.0 | $119k | 193.00 | 614.90 |
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| First Tr Exch Trd Alphdx Unit King Alph (FKU) | 0.0 | $97k | 2.0k | 48.47 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $96k | 1.1k | 86.80 |
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| Williams Companies (WMB) | 0.0 | $89k | +11% | 1.4k | 63.35 |
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| CVS Caremark Corporation (CVS) | 0.0 | $87k | NEW | 1.2k | 75.39 |
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| Indivior Ord (INDV) | 0.0 | $87k | -93% | 3.6k | 24.11 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $86k | 632.00 | 135.65 |
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| Omni (OMC) | 0.0 | $85k | 1.0k | 81.53 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $85k | 420.00 | 201.53 |
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| First Solar (FSLR) | 0.0 | $80k | 361.00 | 220.53 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $79k | 862.00 | 91.43 |
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| General Mills (GIS) | 0.0 | $78k | 1.6k | 50.42 |
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| Alcon Ord Shs (ALC) | 0.0 | $75k | +40% | 1.0k | 74.41 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $75k | NEW | 2.5k | 29.62 |
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| Boeing Company (BA) | 0.0 | $75k | +57% | 345.00 | 215.83 |
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| Fair Isaac Corporation (FICO) | 0.0 | $72k | 48.00 | 1496.52 |
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| Super Micro Computer Com New (SMCI) | 0.0 | $71k | 1.5k | 47.94 |
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| International Business Machines (IBM) | 0.0 | $69k | +157% | 245.00 | 282.16 |
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| United Parcel Service CL B (UPS) | 0.0 | $67k | NEW | 805.00 | 83.53 |
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| Cameco Corporation (CCJ) | 0.0 | $67k | 800.00 | 83.86 |
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| Applied Materials (AMAT) | 0.0 | $66k | 324.00 | 204.74 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $65k | 500.00 | 130.28 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $64k | 358.00 | 178.73 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $64k | 128.00 | 499.21 |
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| Copa Holdings Sa Cl A (CPA) | 0.0 | $63k | 528.00 | 118.82 |
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| Kla Corp Com New (KLAC) | 0.0 | $60k | 56.00 | 1078.61 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $58k | 78.00 | 746.63 |
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| Unilever Spon Adr New (UL) | 0.0 | $57k | +10% | 964.00 | 59.28 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $57k | 59.00 | 968.08 |
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| Corteva (CTVA) | 0.0 | $56k | 825.00 | 67.63 |
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| Capital One Financial (COF) | 0.0 | $55k | 260.00 | 212.58 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $55k | +5% | 985.00 | 55.49 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $55k | +61% | 785.00 | 69.37 |
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| O'reilly Automotive (ORLY) | 0.0 | $54k | 502.00 | 107.81 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $54k | NEW | 112.00 | 479.61 |
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| Merck & Co (MRK) | 0.0 | $51k | -19% | 608.00 | 83.93 |
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| Deutsche Bank A G Namen Akt (DB) | 0.0 | $50k | 1.4k | 35.14 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $48k | 278.00 | 170.85 |
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| Sun Life Financial (SLF) | 0.0 | $47k | NEW | 776.00 | 60.04 |
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| PNC Financial Services (PNC) | 0.0 | $44k | 220.00 | 200.93 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $44k | 501.00 | 88.12 |
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| Jackson Financial Com Cl A (JXN) | 0.0 | $44k | -25% | 436.00 | 101.23 |
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| Copart (CPRT) | 0.0 | $44k | +646% | 970.00 | 44.97 |
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| Boston Scientific Corporation (BSX) | 0.0 | $42k | +120% | 430.00 | 97.63 |
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| IDEXX Laboratories (IDXX) | 0.0 | $42k | 65.00 | 638.89 |
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| Astera Labs (ALAB) | 0.0 | $41k | +105% | 210.00 | 195.80 |
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| Medtronic SHS (MDT) | 0.0 | $41k | +42% | 428.00 | 95.24 |
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| Perpetua Resources (PPTA) | 0.0 | $41k | 2.0k | 20.23 |
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| At&t (T) | 0.0 | $40k | -38% | 1.4k | 28.24 |
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| State Street Corporation (STT) | 0.0 | $38k | -8% | 330.00 | 116.01 |
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| Etsy (ETSY) | 0.0 | $38k | 568.00 | 66.39 |
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| Keysight Technologies (KEYS) | 0.0 | $37k | 210.00 | 174.92 |
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| Kraneshares Trust Global Carb Stra (KRBN) | 0.0 | $36k | 1.1k | 32.40 |
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| Keurig Dr Pepper (KDP) | 0.0 | $32k | 1.3k | 25.51 |
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| Caterpillar (CAT) | 0.0 | $30k | 63.00 | 477.14 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $30k | 233.00 | 128.35 |
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| Herc Hldgs (HRI) | 0.0 | $30k | -68% | 255.00 | 116.66 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $30k | 232.00 | 128.03 |
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| Morgan Stanley Com New (MS) | 0.0 | $29k | 185.00 | 158.96 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $29k | 480.00 | 60.22 |
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| Citigroup Com New (C) | 0.0 | $27k | 270.00 | 101.50 |
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| EOG Resources (EOG) | 0.0 | $26k | 235.00 | 112.12 |
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| Applied Digital Corp Com New (APLD) | 0.0 | $26k | 1.1k | 22.94 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $25k | 420.00 | 60.08 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $25k | 200.00 | 124.34 |
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| Global X Fds Global X Copper (COPX) | 0.0 | $24k | 406.00 | 59.81 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $24k | 400.00 | 59.74 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $24k | 300.00 | 78.37 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $23k | +116% | 554.00 | 41.96 |
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $23k | 360.00 | 63.69 |
|
|
| Kraft Heinz (KHC) | 0.0 | $22k | 850.00 | 26.04 |
|
|
| Viatris (VTRS) | 0.0 | $21k | +42800% | 2.1k | 9.90 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $21k | +32% | 307.00 | 68.81 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $21k | +44% | 274.00 | 76.72 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $20k | 76.00 | 267.21 |
|
|
| Aptiv Com Shs (APTV) | 0.0 | $20k | +20% | 233.00 | 86.22 |
|
| Lululemon Athletica (LULU) | 0.0 | $20k | 110.00 | 177.93 |
|
|
| American Express Company (AXP) | 0.0 | $18k | 55.00 | 332.16 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $16k | 152.00 | 106.61 |
|
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| Chemours (CC) | 0.0 | $15k | 975.00 | 15.84 |
|
|
| Magnite Ord (MGNI) | 0.0 | $15k | 703.00 | 21.78 |
|
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| Cibc Cad (CM) | 0.0 | $15k | 185.00 | 79.89 |
|
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| Southern Company (SO) | 0.0 | $14k | NEW | 150.00 | 94.77 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $14k | +51% | 298.00 | 47.20 |
|
| Sharkninja Com Shs (SN) | 0.0 | $13k | NEW | 128.00 | 103.15 |
|
| Shell Spon Ads (SHEL) | 0.0 | $13k | 178.00 | 71.53 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $12k | 250.00 | 47.25 |
|
|
| Denison Mines Corp (DNN) | 0.0 | $9.8k | 3.6k | 2.75 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $9.8k | 36.00 | 271.11 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $9.7k | 480.00 | 20.20 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $9.6k | 504.00 | 19.03 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $8.9k | 135.00 | 66.01 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $8.9k | 26.00 | 341.00 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $8.6k | 155.00 | 55.75 |
|
|
| Moderna (MRNA) | 0.0 | $7.9k | 304.00 | 25.83 |
|
|
| Markel Corporation (MKL) | 0.0 | $7.6k | 4.00 | 1911.25 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $7.3k | 207.00 | 35.39 |
|
|
| ConocoPhillips (COP) | 0.0 | $7.1k | 75.00 | 94.59 |
|
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $7.0k | 300.00 | 23.23 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $6.7k | 343.00 | 19.53 |
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| Clearfield (CLFD) | 0.0 | $6.7k | 194.00 | 34.38 |
|
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| Janus Henderson Group Ord Shs (JHG) | 0.0 | $5.7k | +69% | 129.00 | 44.51 |
|
| Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) | 0.0 | $5.2k | 346.00 | 15.07 |
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| Esab Corporation (ESAB) | 0.0 | $5.1k | 46.00 | 111.74 |
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| Adams Express Company (ADX) | 0.0 | $4.3k | 195.00 | 22.30 |
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| Bill Com Holdings Ord (BILL) | 0.0 | $4.3k | 81.00 | 52.98 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $3.8k | 72.00 | 52.89 |
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| Cenovus Energy (CVE) | 0.0 | $3.4k | 201.00 | 16.98 |
|
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| Kenvue (KVUE) | 0.0 | $3.0k | 184.00 | 16.23 |
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|
| Strategy Cl A New (MSTR) | 0.0 | $2.3k | 7.00 | 322.14 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.4k | 98.00 | 14.64 |
|
|
| Colfax Corp (ENOV) | 0.0 | $1.4k | 46.00 | 30.35 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $1.3k | 251.00 | 4.99 |
|
|
| Under Armour CL C (UA) | 0.0 | $1.2k | 252.00 | 4.83 |
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| Embecta Corp Common Stock (EMBC) | 0.0 | $536.001400 | -45% | 38.00 | 14.11 |
|
| Metropcs Communications (TMUS) | 0.0 | $419.000000 | 2.00 | 209.50 |
|
|
| Cenovus Energy *w Exp 01/01/202 (CVE.WS) | 0.0 | $198.000000 | 16.00 | 12.38 |
|
|
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $34.000000 | 4.00 | 8.50 |
|
|
| Liberty Latin America Com Cl A (LILA) | 0.0 | $8.000000 | 1.00 | 8.00 |
|
|
| Microbot Med Com New (MBOT) | 0.0 | $3.000000 | 1.00 | 3.00 |
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Past Filings by Evelyn Partners Investment Management Services
SEC 13F filings are viewable for Evelyn Partners Investment Management Services going back to 2025
- Evelyn Partners Investment Management Services 2025 Q2 restated filed Nov. 26, 2025
- Evelyn Partners Investment Management Services 2025 Q3 filed Nov. 14, 2025
- Evelyn Partners Investment Management Services 2025 Q2 filed Aug. 12, 2025
- Evelyn Partners Investment Management Services 2025 Q1 filed Aug. 4, 2025