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, TSM, and represent 25.60% of Evelyn Partners Investment Management Services's stock portfolio.
- Added to shares of these 10 stocks: BKNG (+$6.0M), META, ROP, CME, TSM, CB, AVEM, NVDA, MICC, MSFT.
- Started 14 new stock positions in VZLA, AMRZ, TIP, SOLS, OPTT, MICC, AU, AVEM, UL, TTE. LOGI, BK, SDY, VTV.
- Reduced shares in these 10 stocks: GOOGL (-$6.0M), EA, CRH, PG, ADBE, MDLZ, VT, LRCX, APD, GOOG.
- Sold out of its positions in ADX, AMGN, APLD, ADM, ALAB, CVS, CVE.WS, EA, EMBC, EMR. EQIX, FICO, KMB, SO, PHYS, SMCI, Unilever, UPS.
- Evelyn Partners Investment Management Services was a net buyer of stock by $31M.
- Evelyn Partners Investment Management Services has $798M in assets under management (AUM), dropping by 7.17%.
- Central Index Key (CIK): 0002065205
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Portfolio Holdings for Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services holds 262 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.5 | $52M | +3% | 107k | 483.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $49M | -10% | 157k | 313.00 |
|
| Amazon (AMZN) | 5.2 | $42M | 181k | 230.82 |
|
|
| Visa Com Cl A (V) | 4.3 | $34M | 97k | 350.71 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.5 | $28M | +10% | 92k | 303.89 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $26M | +8% | 140k | 186.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $25M | +5% | 50k | 502.65 |
|
| Stryker Corporation (SYK) | 3.1 | $25M | +2% | 70k | 351.47 |
|
| Booking Holdings (BKNG) | 2.9 | $24M | +34% | 4.4k | 5355.33 |
|
| Goldman Sachs (GS) | 2.7 | $22M | 25k | 879.00 |
|
|
| Chubb (CB) | 2.6 | $21M | +12% | 68k | 312.12 |
|
| Johnson & Johnson (JNJ) | 2.5 | $20M | 98k | 206.95 |
|
|
| Meta Platforms Cl A (META) | 2.5 | $20M | +21% | 30k | 660.09 |
|
| Walt Disney Company (DIS) | 2.2 | $18M | +5% | 158k | 113.77 |
|
| Thermo Fisher Scientific (TMO) | 2.1 | $17M | 29k | 579.45 |
|
|
| McDonald's Corporation (MCD) | 2.0 | $16M | +3% | 52k | 305.63 |
|
| Automatic Data Processing (ADP) | 1.9 | $16M | +4% | 60k | 257.23 |
|
| Apple (AAPL) | 1.9 | $15M | +3% | 55k | 271.86 |
|
| CRH Ord (CRH) | 1.7 | $14M | -12% | 112k | 124.80 |
|
| Intuitive Surgical Com New (ISRG) | 1.6 | $13M | +7% | 22k | 566.36 |
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $12M | +3% | 21k | 570.88 |
|
| Wheaton Precious Metals Corp (WPM) | 1.4 | $11M | +5% | 97k | 117.57 |
|
| Arista Networks Com Shs (ANET) | 1.4 | $11M | -5% | 85k | 131.03 |
|
| Sprott Asset Management Physical Gold An (CEF) | 1.1 | $8.9M | +4% | 194k | 45.80 |
|
| Zoetis Cl A (ZTS) | 1.1 | $8.5M | 67k | 125.82 |
|
|
| Franco-Nevada Corporation (FNV) | 1.0 | $8.3M | +4% | 40k | 207.29 |
|
| Mondelez Intl Cl A (MDLZ) | 1.0 | $8.2M | -13% | 153k | 53.83 |
|
| S&p Global (SPGI) | 1.0 | $8.2M | +22% | 16k | 522.59 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $8.1M | +2% | 7.5k | 1074.68 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $7.6M | +6% | 24k | 322.22 |
|
| Pepsi (PEP) | 0.9 | $7.4M | -5% | 51k | 143.52 |
|
| Intuit (INTU) | 0.9 | $7.4M | -3% | 11k | 662.42 |
|
| Colgate-Palmolive Company (CL) | 0.9 | $7.1M | 90k | 79.02 |
|
|
| Waters Corporation (WAT) | 0.8 | $6.5M | +3% | 17k | 379.83 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $6.5M | +12% | 24k | 268.30 |
|
| Nasdaq Omx (NDAQ) | 0.8 | $6.4M | +13% | 66k | 97.13 |
|
| Coca-Cola Company (KO) | 0.8 | $6.2M | +7% | 89k | 69.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $6.1M | 10k | 614.31 |
|
|
| Linde SHS (LIN) | 0.8 | $6.1M | +14% | 14k | 426.39 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.7 | $6.0M | -17% | 42k | 141.06 |
|
| AutoZone (AZO) | 0.6 | $5.1M | +7% | 1.5k | 3391.50 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.6 | $5.1M | -3% | 74k | 68.11 |
|
| TJX Companies (TJX) | 0.6 | $5.0M | +18% | 32k | 153.61 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $4.9M | 12k | 396.31 |
|
|
| Roper Industries (ROP) | 0.6 | $4.8M | +234% | 11k | 445.13 |
|
| Cme (CME) | 0.6 | $4.8M | +138% | 18k | 273.08 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $4.7M | -16% | 27k | 171.18 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.2M | -32% | 29k | 143.31 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $4.2M | +9% | 49k | 85.77 |
|
| IDEX Corporation (IEX) | 0.5 | $4.2M | +26% | 24k | 177.94 |
|
| Smurfit Westrock SHS (SW) | 0.5 | $3.9M | -12% | 100k | 38.67 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.4 | $3.6M | +5% | 128k | 28.06 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $3.3M | 15k | 222.63 |
|
|
| Broadcom (AVGO) | 0.4 | $3.0M | +84% | 8.7k | 346.10 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.8M | +7% | 51k | 55.00 |
|
| Agnico (AEM) | 0.3 | $2.8M | 16k | 169.59 |
|
|
| Amphenol Corp Cl A (APH) | 0.3 | $2.6M | +14% | 20k | 135.14 |
|
| Paypal Holdings (PYPL) | 0.3 | $2.6M | -17% | 45k | 58.38 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $2.5M | 26k | 99.85 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $2.5M | +28% | 62k | 41.08 |
|
| Prologis (PLD) | 0.3 | $2.5M | 20k | 127.66 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.3 | $2.4M | +27% | 27k | 90.40 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $2.3M | NEW | 29k | 77.02 |
|
| UnitedHealth (UNH) | 0.3 | $2.1M | +19% | 6.5k | 330.11 |
|
| Palo Alto Networks (PANW) | 0.3 | $2.1M | +11% | 11k | 184.20 |
|
| Nextera Energy (NEE) | 0.3 | $2.0M | +144% | 26k | 80.28 |
|
| Vanguard World Energy Etf (VDE) | 0.3 | $2.0M | +22% | 16k | 125.92 |
|
| Mccormick & Co Com Vtg (MKC.V) | 0.2 | $2.0M | 29k | 68.01 |
|
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.2 | $1.9M | NEW | 119k | 15.99 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.8M | +64% | 16k | 111.41 |
|
| American Tower Reit (AMT) | 0.2 | $1.7M | +26% | 9.7k | 175.57 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $1.7M | 3.0k | 570.21 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.2 | $1.7M | 38k | 43.56 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.6M | -28% | 5.2k | 313.80 |
|
| Servicenow (NOW) | 0.2 | $1.6M | +531% | 10k | 153.19 |
|
| Global X Fds Global X Uranium (URA) | 0.2 | $1.4M | +19% | 33k | 42.73 |
|
| Cadence Design Systems (CDNS) | 0.2 | $1.3M | -2% | 4.3k | 312.58 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.3M | +48% | 4.6k | 290.22 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | 11k | 120.34 |
|
|
| Ishares Msci Germany Etf (EWG) | 0.2 | $1.2M | +49% | 29k | 42.50 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | -22% | 3.7k | 318.51 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | -61% | 3.4k | 349.99 |
|
| Totalenergies Se Act (TTE) | 0.1 | $1.2M | NEW | 18k | 65.30 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $1.1M | +168% | 14k | 82.02 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $1.1M | 15k | 73.62 |
|
|
| Netflix (NFLX) | 0.1 | $1.1M | +1110% | 12k | 93.76 |
|
| Msci (MSCI) | 0.1 | $1.1M | +6% | 1.9k | 573.73 |
|
| Ge Aerospace Com New (GE) | 0.1 | $960k | +8% | 3.1k | 308.03 |
|
| Blackrock (BLK) | 0.1 | $911k | -2% | 851.00 | 1070.34 |
|
| Micron Technology (MU) | 0.1 | $873k | -3% | 3.1k | 285.41 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $860k | -7% | 997.00 | 862.34 |
|
| Rbc Cad (RY) | 0.1 | $781k | +13% | 4.6k | 170.49 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $757k | 2.3k | 336.47 |
|
|
| SLB Com Stk (SLB) | 0.1 | $757k | +9% | 20k | 38.38 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $718k | +14% | 1.9k | 374.35 |
|
| Deere & Company (DE) | 0.1 | $711k | +241% | 1.5k | 465.57 |
|
| Nike CL B (NKE) | 0.1 | $689k | -13% | 11k | 63.71 |
|
| Ubs Group SHS (UBS) | 0.1 | $565k | +49% | 12k | 46.63 |
|
| Abbvie (ABBV) | 0.1 | $551k | -34% | 2.4k | 228.49 |
|
| salesforce (CRM) | 0.1 | $536k | -39% | 2.0k | 264.91 |
|
| Cisco Systems (CSCO) | 0.1 | $526k | 6.8k | 77.03 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $492k | -28% | 2.5k | 194.07 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $491k | -20% | 2.8k | 173.49 |
|
| Verizon Communications (VZ) | 0.1 | $475k | +48% | 12k | 40.73 |
|
| Abbott Laboratories (ABT) | 0.1 | $432k | -15% | 3.4k | 125.29 |
|
| Axon Enterprise (AXON) | 0.1 | $413k | +75% | 727.00 | 567.93 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $412k | +5% | 3.1k | 131.97 |
|
| International Paper Company (IP) | 0.1 | $407k | -41% | 10k | 39.39 |
|
| Rockwell Automation (ROK) | 0.0 | $389k | 1.0k | 389.07 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $385k | -6% | 2.4k | 161.96 |
|
| Fastenal Company (FAST) | 0.0 | $369k | 9.2k | 40.13 |
|
|
| Honeywell International (HON) | 0.0 | $354k | -61% | 1.8k | 195.09 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $347k | +535% | 712.00 | 487.86 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $344k | +15% | 1.9k | 183.40 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $319k | -8% | 3.8k | 83.61 |
|
| Home Depot (HD) | 0.0 | $316k | +2% | 919.00 | 344.10 |
|
| Tesla Motors (TSLA) | 0.0 | $291k | 647.00 | 449.72 |
|
|
| Tmc The Metals Company (TMC) | 0.0 | $290k | 47k | 6.17 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $289k | -8% | 5.7k | 50.79 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $281k | 448.00 | 627.13 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $271k | -76% | 1.1k | 247.02 |
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| Philip Morris International (PM) | 0.0 | $263k | 1.6k | 160.40 |
|
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| Stifel Financial (SF) | 0.0 | $261k | 2.1k | 125.22 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $249k | 742.00 | 335.27 |
|
|
| Waste Management (WM) | 0.0 | $217k | +25% | 988.00 | 219.71 |
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| Union Pacific Corporation (UNP) | 0.0 | $199k | 860.00 | 231.32 |
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| Chevron Corporation (CVX) | 0.0 | $183k | -29% | 1.2k | 152.41 |
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| Qualcomm (QCOM) | 0.0 | $182k | -36% | 1.1k | 171.05 |
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| Marsh & McLennan Companies | 0.0 | $180k | +130% | 968.00 | 185.52 |
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| Danaher Corporation (DHR) | 0.0 | $164k | -22% | 718.00 | 228.92 |
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| Boston Scientific Corporation (BSX) | 0.0 | $164k | +298% | 1.7k | 95.35 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $158k | 1.6k | 99.91 |
|
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| Palantir Technologies Cl A (PLTR) | 0.0 | $153k | -10% | 858.00 | 177.75 |
|
| Pfizer (PFE) | 0.0 | $151k | -38% | 6.1k | 24.90 |
|
| L3harris Technologies (LHX) | 0.0 | $145k | 495.00 | 293.57 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $140k | 3.6k | 38.62 |
|
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| Williams Companies (WMB) | 0.0 | $139k | +65% | 2.3k | 60.11 |
|
| Advanced Micro Devices (AMD) | 0.0 | $128k | -36% | 596.00 | 214.16 |
|
| Ge Vernova (GEV) | 0.0 | $126k | 193.00 | 653.57 |
|
|
| Insulet Corporation (PODD) | 0.0 | $121k | 425.00 | 284.24 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $115k | 530.00 | 217.06 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $115k | -30% | 354.00 | 324.03 |
|
| Clorox Company (CLX) | 0.0 | $114k | 1.1k | 100.83 |
|
|
| Autodesk (ADSK) | 0.0 | $112k | -14% | 377.00 | 296.01 |
|
| Boeing Company (BA) | 0.0 | $107k | +42% | 493.00 | 217.12 |
|
| Logitech Intl S A SHS (LOGI) | 0.0 | $103k | NEW | 1.0k | 102.87 |
|
| First Tr Exch Trd Alphdx Unit King Alph (FKU) | 0.0 | $102k | 2.0k | 50.91 |
|
|
| Indivior Ord | 0.0 | $99k | -23% | 2.7k | 35.88 |
|
| First Solar (FSLR) | 0.0 | $97k | +2% | 371.00 | 261.23 |
|
| Purecycle Technologies (PCT) | 0.0 | $90k | +2% | 10k | 8.59 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $89k | +10% | 393.00 | 226.14 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $88k | 632.00 | 139.34 |
|
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| Omni (OMC) | 0.0 | $84k | 1.0k | 80.75 |
|
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $84k | -5% | 1.0k | 80.37 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $83k | +34% | 172.00 | 483.67 |
|
| Amrize SHS (AMRZ) | 0.0 | $81k | NEW | 1.5k | 54.08 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $78k | NEW | 410.00 | 190.99 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $77k | 878.00 | 87.35 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $73k | 800.00 | 91.57 |
|
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| Oracle Corporation (ORCL) | 0.0 | $70k | -69% | 360.00 | 194.91 |
|
| Kla Corp Com New (KLAC) | 0.0 | $68k | 56.00 | 1215.07 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $67k | -61% | 313.00 | 214.69 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $65k | 500.00 | 129.87 |
|
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| Merck & Co (MRK) | 0.0 | $64k | 608.00 | 105.26 |
|
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| Copa Holdings Sa Cl A (CPA) | 0.0 | $64k | 528.00 | 120.61 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $63k | 59.00 | 1069.86 |
|
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| Capital One Financial (COF) | 0.0 | $63k | 260.00 | 242.36 |
|
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| Strategy Cl A New (MSTR) | 0.0 | $59k | +5428% | 387.00 | 151.95 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $59k | 78.00 | 753.78 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $56k | 785.00 | 71.62 |
|
|
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $56k | 1.4k | 38.89 |
|
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| Corteva (CTVA) | 0.0 | $55k | 825.00 | 67.03 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $53k | -33% | 666.00 | 79.83 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $52k | NEW | 448.00 | 116.09 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $50k | 985.00 | 50.88 |
|
|
| Perpetua Resources (PPTA) | 0.0 | $49k | 2.0k | 24.21 |
|
|
| Sun Life Financial (SLF) | 0.0 | $48k | 776.00 | 62.43 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $48k | NEW | 735.00 | 65.40 |
|
| PNC Financial Services (PNC) | 0.0 | $46k | 220.00 | 208.73 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $46k | 502.00 | 91.21 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $44k | 65.00 | 676.52 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $43k | 278.00 | 154.14 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $43k | 210.00 | 203.19 |
|
|
| State Street Corporation (STT) | 0.0 | $42k | 325.00 | 129.01 |
|
|
| Kraneshares Trust Global Carb Stra (KRBN) | 0.0 | $39k | 1.1k | 35.40 |
|
|
| Herc Hldgs (HRI) | 0.0 | $38k | 255.00 | 148.38 |
|
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| Lauder Estee Cos Cl A (EL) | 0.0 | $37k | -29% | 351.00 | 104.72 |
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| Caterpillar (CAT) | 0.0 | $36k | 63.00 | 572.87 |
|
|
| Jackson Financial Com Cl A (JXN) | 0.0 | $36k | -22% | 337.00 | 106.65 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $36k | 1.3k | 28.01 |
|
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| At&t (T) | 0.0 | $35k | 1.4k | 24.84 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $35k | 480.00 | 72.19 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $33k | 232.00 | 144.16 |
|
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| Morgan Stanley Com New (MS) | 0.0 | $33k | 185.00 | 177.53 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $32k | 233.00 | 136.07 |
|
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| Citigroup Com New (C) | 0.0 | $32k | 270.00 | 116.69 |
|
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| Etsy (ETSY) | 0.0 | $31k | 568.00 | 53.98 |
|
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| Medtronic SHS (MDT) | 0.0 | $29k | -29% | 300.00 | 96.06 |
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| International Business Machines (IBM) | 0.0 | $28k | -61% | 95.00 | 296.21 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $28k | NEW | 200.00 | 139.16 |
|
| Viatris (VTRS) | 0.0 | $27k | 2.1k | 12.45 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $25k | 274.00 | 91.93 |
|
|
| EOG Resources (EOG) | 0.0 | $25k | 235.00 | 105.01 |
|
|
| Global X Fds Global X Copper (COPX) | 0.0 | $25k | -16% | 341.00 | 71.79 |
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $24k | 360.00 | 65.30 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $23k | 300.00 | 77.68 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $23k | 110.00 | 207.81 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $22k | -58% | 150.00 | 146.58 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $22k | NEW | 200.00 | 109.91 |
|
| Aptiv Com Shs (APTV) | 0.0 | $21k | +18% | 276.00 | 76.09 |
|
| Brown & Brown (BRO) | 0.0 | $21k | -88% | 261.00 | 79.70 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $20k | -17% | 458.00 | 44.59 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $20k | +3% | 317.00 | 64.31 |
|
| American Express Company (AXP) | 0.0 | $20k | 55.00 | 369.95 |
|
|
| Applied Materials (AMAT) | 0.0 | $20k | -75% | 78.00 | 256.99 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $20k | -23% | 320.00 | 62.15 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $19k | 76.00 | 242.91 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $18k | NEW | 362.00 | 48.58 |
|
| Kraft Heinz (KHC) | 0.0 | $17k | -17% | 700.00 | 24.25 |
|
| Cibc Cad (CM) | 0.0 | $17k | 185.00 | 90.66 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $15k | 480.00 | 31.21 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $14k | 298.00 | 48.46 |
|
|
| Sharkninja Com Shs (SN) | 0.0 | $14k | 128.00 | 111.90 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $13k | -89% | 157.00 | 84.21 |
|
| Shell Spon Ads (SHEL) | 0.0 | $13k | 178.00 | 73.48 |
|
|
| Copart (CPRT) | 0.0 | $13k | -66% | 326.00 | 39.15 |
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $12k | NEW | 2.2k | 5.48 |
|
| Chemours (CC) | 0.0 | $12k | 975.00 | 11.79 |
|
|
| Magnite Ord (MGNI) | 0.0 | $11k | 703.00 | 16.23 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $11k | 36.00 | 301.14 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $11k | 135.00 | 80.03 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $10k | 250.00 | 41.12 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.9k | 343.00 | 28.82 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $9.7k | NEW | 114.00 | 85.28 |
|
| Denison Mines Corp (DNN) | 0.0 | $9.4k | 3.6k | 2.65 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $9.4k | 155.00 | 60.37 |
|
|
| Moderna (MRNA) | 0.0 | $9.0k | 304.00 | 29.49 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $8.8k | 26.00 | 336.65 |
|
|
| Markel Corporation (MKL) | 0.0 | $8.6k | 4.00 | 2149.75 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $8.2k | -46% | 82.00 | 99.78 |
|
| General Mills (GIS) | 0.0 | $7.1k | -90% | 152.00 | 46.50 |
|
| ConocoPhillips (COP) | 0.0 | $7.0k | 75.00 | 93.61 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $6.6k | 207.00 | 32.05 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $6.4k | 504.00 | 12.67 |
|
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $5.8k | 300.00 | 19.26 |
|
|
| Clearfield (CLFD) | 0.0 | $5.7k | 194.00 | 29.15 |
|
|
| Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) | 0.0 | $5.6k | 346.00 | 16.08 |
|
|
| Esab Corporation (ESAB) | 0.0 | $5.1k | 46.00 | 111.72 |
|
|
| Bill Com Holdings Ord (BILL) | 0.0 | $4.4k | 81.00 | 54.54 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $3.8k | 72.00 | 52.64 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $3.6k | -41% | 76.00 | 47.57 |
|
| Cenovus Energy (CVE) | 0.0 | $3.4k | 201.00 | 16.92 |
|
|
| Kenvue (KVUE) | 0.0 | $3.2k | 184.00 | 17.25 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.5k | 98.00 | 15.59 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $1.2k | 251.00 | 4.97 |
|
|
| Colfax Corp (ENOV) | 0.0 | $1.2k | 46.00 | 26.63 |
|
|
| Under Armour CL C (UA) | 0.0 | $1.2k | 252.00 | 4.80 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $355.000000 | 2.00 | 177.50 |
|
|
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $30.000000 | 4.00 | 7.50 |
|
|
| Liberty Latin America Com Cl A (LILA) | 0.0 | $7.000000 | 1.00 | 7.00 |
|
|
| Microbot Med Com New (MBOT) | 0.0 | $2.000000 | 1.00 | 2.00 |
|
|
| Ocean Pwr Technologies Com New (OPTT) | 0.0 | $1.000000 | NEW | 2.00 | 0.50 |
|
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 Q4 filed Feb. 13, 2026
- Evelyn Partners Investment Management Services 2024 Q4 filed Dec. 11, 2025
- Evelyn Partners Investment Management Services 2025 Q1 restated filed Dec. 8, 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