Evelyn Partners Investment Management

Evelyn Partners Investment Management as of March 31, 2025

Portfolio Holdings for Evelyn Partners Investment Management

Evelyn Partners Investment Management holds 261 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 47.7 $12B 254.00 46996910.50
Apple (AAPL) 23.4 $5.9B 22k 263847.83
TJX Companies (TJX) 7.7 $1.9B 18k 107364.43
Amazon (AMZN) 5.8 $1.5B 1.6k 908814.81
Stryker Corporation (SYK) 4.5 $1.1B 10k 110641.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $576M 34k 17182.49
Booking Holdings (BKNG) 2.1 $516M 1.1k 489123.40
Alphabet Cap Stk Cl C (GOOG) 0.9 $237M 6.2k 38240.28
Visa Com Cl A (V) 0.4 $110M 311k 355.47
UnitedHealth (UNH) 0.3 $80M 286k 281.07
Walt Disney Company (DIS) 0.3 $78M 242.00 321000.00
NVIDIA Corporation (NVDA) 0.3 $76M 428k 176.75
Chevron Corporation (CVX) 0.3 $71M 453.00 157323.62
Thermo Fisher Scientific (TMO) 0.2 $61M 104k 584.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $57M 230k 245.60
Roper Industries (ROP) 0.2 $54M 6.3k 8602.09
Zoetis Cl A (ZTS) 0.2 $53M 348k 152.82
JPMorgan Chase & Co. (JPM) 0.2 $53M 178k 298.27
Meta Platforms Cl A (META) 0.2 $43M 60k 717.63
McDonald's Corporation (MCD) 0.1 $35M 36.00 961034.75
IDEX Corporation (IEX) 0.1 $30M 126k 234.85
Mastercard Incorporated Cl A (MA) 0.1 $29M 51k 578.04
Goldman Sachs (GS) 0.1 $27M 37k 731.12
AutoZone (AZO) 0.1 $26M 1.3k 20788.41
Danaher Corporation (DHR) 0.1 $24M 7.5k 3196.03
Nextera Energy (NEE) 0.1 $23M 316k 71.85
Bank of America Corporation (BAC) 0.1 $22M 250.00 86490.48
Johnson & Johnson (JNJ) 0.1 $21M 126k 168.11
Procter & Gamble Company (PG) 0.1 $19M 123k 153.56
Blackstone Group Inc Com Cl A (BX) 0.1 $18M 91k 196.74
S&p Global (SPGI) 0.1 $18M 33k 530.42
Pepsi (PEP) 0.1 $16M 5.7k 2819.14
Freeport-mcmoran CL B (FCX) 0.1 $14M 318k 44.07
Markel Corporation (MKL) 0.1 $13M 58.00 220470.28
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $12M 146k 78.61
Mondelez Intl Cl A (MDLZ) 0.0 $11M 159k 69.71
Netflix (NFLX) 0.0 $11M 9.3k 1176.82
Intuitive Surgical Com New (ISRG) 0.0 $11M 76k 141.22
Nasdaq Omx (NDAQ) 0.0 $11M 11k 974.53
Costco Wholesale Corporation (COST) 0.0 $9.3M 9.9k 935.59
Deere & Company (DE) 0.0 $9.2M 65.00 141133.95
American Water Works (AWK) 0.0 $8.8M 12k 739.07
Ferguson Enterprises Common Stock New (FERG) 0.0 $8.7M 38k 226.47
Newmont Mining Corporation (NEM) 0.0 $8.5M 6.7k 1275.03
Intuit (INTU) 0.0 $8.4M 49k 171.41
Honeywell International (HON) 0.0 $8.0M 1.1k 7605.65
Cisco Systems (CSCO) 0.0 $7.5M 110k 67.92
Exxon Mobil Corporation (XOM) 0.0 $7.3M 34k 212.98
Abbott Laboratories (ABT) 0.0 $7.2M 11k 639.27
Prologis (PLD) 0.0 $7.1M 66k 107.09
Cme (CME) 0.0 $6.9M 25k 274.60
American Tower Reit (AMT) 0.0 $6.8M 2.2k 3048.52
salesforce (CRM) 0.0 $6.3M 24k 267.39
Adobe Systems Incorporated (ADBE) 0.0 $6.2M 975.00 6325.12
Arista Networks Com Shs (ANET) 0.0 $5.9M 17k 355.09
Palo Alto Networks (PANW) 0.0 $5.8M 631.00 9243.15
Schlumberger Com Stk (SLB) 0.0 $5.5M 135k 40.81
Marsh & McLennan Companies (MMC) 0.0 $4.7M 22k 210.40
Alphabet Cap Stk Cl A (GOOGL) 0.0 $4.6M 1.9k 2393.85
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $4.2M 68k 62.67
Verizon Communications (VZ) 0.0 $4.1M 96k 43.08
Eli Lilly & Co. (LLY) 0.0 $4.0M 360.00 11216.29
Coca-Cola Company (KO) 0.0 $4.0M 1.2k 3435.43
Becton, Dickinson and (BDX) 0.0 $3.6M 4.5k 805.42
Colgate-Palmolive Company (CL) 0.0 $3.2M 1.3k 2499.33
Msci (MSCI) 0.0 $3.2M 5.8k 546.28
L3harris Technologies (LHX) 0.0 $2.9M 63k 46.52
Bank of New York Mellon Corporation (BK) 0.0 $2.9M 2.8k 1032.25
Herc Hldgs (HRI) 0.0 $2.9M 373.00 7649.55
Sherwin-Williams Company (SHW) 0.0 $2.5M 710.00 3578.76
Martin Marietta Materials (MLM) 0.0 $2.5M 2.5k 1007.57
International Business Machines (IBM) 0.0 $2.4M 204.00 11749.49
Cadence Design Systems (CDNS) 0.0 $2.4M 6.5k 365.10
Texas Pacific Land Corp (TPL) 0.0 $2.3M 2.6k 902.35
Chipotle Mexican Grill (CMG) 0.0 $2.2M 260.00 8595.04
Carrier Global Corporation (CARR) 0.0 $2.1M 30k 71.69
Williams Companies (WMB) 0.0 $2.1M 37k 57.51
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.9M 5.0k 386.53
Dover Corporation (DOV) 0.0 $1.8M 200.00 9128.91
Air Products & Chemicals (APD) 0.0 $1.8M 21k 86.16
Tesla Motors (TSLA) 0.0 $1.7M 5.3k 323.27
Automatic Data Processing (ADP) 0.0 $1.7M 5.6k 306.27
Wal-Mart Stores (WMT) 0.0 $1.7M 17k 98.28
Jefferies Finl Group (JEF) 0.0 $1.6M 28k 58.11
Nike CL B (NKE) 0.0 $1.5M 20k 75.30
Keurig Dr Pepper (KDP) 0.0 $1.5M 44k 33.27
Morgan Stanley Com New (MS) 0.0 $1.5M 2.6k 552.05
Kirby Corporation (KEX) 0.0 $1.4M 1.6k 883.32
Lowe's Companies (LOW) 0.0 $1.3M 1.1k 1245.95
Citigroup Com New (C) 0.0 $1.2M 210.00 5869.90
American Express Company (AXP) 0.0 $1.2M 470.00 2583.28
Pfizer (PFE) 0.0 $1.2M 1.7k 711.60
Blackrock (BLK) 0.0 $1.2M 300.00 3871.13
Paypal Holdings (PYPL) 0.0 $1.1M 16k 71.43
Abbvie (ABBV) 0.0 $1.1M 510.00 2167.99
At&t (T) 0.0 $1.1M 7.5k 146.37
Unilever Spon Adr New (UL) 0.0 $1.0M 45k 22.76
Caterpillar (CAT) 0.0 $991k 6.0k 165.61
Union Pacific Corporation (UNP) 0.0 $968k 2.00 483842.00
Ge Aerospace Com New (GE) 0.0 $956k 3.5k 270.47
Texas Instruments Incorporated (TXN) 0.0 $914k 2.1k 437.81
Servicenow (NOW) 0.0 $872k 555.00 1570.62
Philip Morris International (PM) 0.0 $801k 120.00 6678.24
Veralto Corp Com Shs (VLTO) 0.0 $774k 7.4k 105.03
Shell Spon Ads (SHEL) 0.0 $704k 80.00 8803.86
Home Depot (HD) 0.0 $700k 536.00 1305.94
Kkr & Co (KKR) 0.0 $666k 307.00 2168.56
Equinix (EQIX) 0.0 $656k 820.00 800.39
Northrop Grumman Corporation (NOC) 0.0 $636k 8.4k 75.55
Merck & Co (MRK) 0.0 $607k 7.2k 84.06
Rockwell Automation (ROK) 0.0 $569k 737.00 771.78
Altria (MO) 0.0 $547k 2.6k 214.65
Electronic Arts (EA) 0.0 $537k 64k 8.34
CSX Corporation (CSX) 0.0 $520k 338.00 1537.78
Lauder Estee Cos Cl A (EL) 0.0 $513k 490.00 1047.84
Cheniere Energy Com New (LNG) 0.0 $510k 2.2k 227.80
Starbucks Corporation (SBUX) 0.0 $500k 5.3k 93.67
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $484k 254.00 1904.58
MercadoLibre (MELI) 0.0 $465k 194.00 2394.97
Cabot Oil & Gas Corporation (CTRA) 0.0 $439k 4.8k 91.42
Marriott Intl Cl A (MAR) 0.0 $435k 1.6k 278.92
Boeing Company (BA) 0.0 $412k 87.00 4730.37
Bristol Myers Squibb (BMY) 0.0 $372k 3.6k 103.79
Ge Vernova (GEV) 0.0 $357k 549.00 650.34
Northern Trust Corporation (NTRS) 0.0 $333k 566k 0.59
Astrazeneca Sponsored Adr (AZN) 0.0 $309k 4.4k 70.82
Dupont De Nemours (DD) 0.0 $293k 3.9k 75.77
ConocoPhillips (COP) 0.0 $291k 3.0k 97.02
Xylem (XYL) 0.0 $249k 1.9k 132.28
Autodesk (ADSK) 0.0 $230k 758.00 303.35
Cooper Cos (COO) 0.0 $229k 1.3k 172.71
Intel Corporation (INTC) 0.0 $222k 1.6k 137.35
State Street Corporation (STT) 0.0 $220k 3.9k 55.85
Kimberly-Clark Corporation (KMB) 0.0 $216k 877.00 246.57
Emerson Electric (EMR) 0.0 $214k 6.1k 35.13
Jackson Financial Com Cl A (JXN) 0.0 $212k 3.4k 62.18
Comcast Corp Cl A (CMCSA) 0.0 $200k 6.0k 33.53
Us Bancorp Del Com New (USB) 0.0 $199k 28k 7.15
Keysight Technologies (KEYS) 0.0 $198k 2.3k 87.27
Brown Forman Corp CL B (BF.B) 0.0 $197k 6.5k 30.20
Oracle Corporation (ORCL) 0.0 $197k 793.00 247.86
Twilio Cl A (TWLO) 0.0 $196k 6.5k 30.10
Corteva (CTVA) 0.0 $192k 2.6k 73.43
Illumina (ILMN) 0.0 $192k 11.00 17427.73
Novo-nordisk A S Adr (NVO) 0.0 $192k 3.6k 53.94
Western Digital (WDC) 0.0 $179k 1.2k 145.96
Phillips 66 (PSX) 0.0 $174k 2.00 87186.50
Waste Management (WM) 0.0 $171k 746.00 229.75
General Mills (GIS) 0.0 $170k 149.00 1142.59
Crown Holdings (CCK) 0.0 $156k 1.2k 128.51
Fiserv (FI) 0.0 $155k 2.3k 67.43
Icici Bank Adr (IBN) 0.0 $152k 4.8k 31.56
Kraft Heinz (KHC) 0.0 $151k 1.9k 78.15
Church & Dwight (CHD) 0.0 $148k 4.9k 30.47
Ecolab (ECL) 0.0 $148k 146.00 1010.91
SYSCO Corporation (SYY) 0.0 $143k 1.8k 77.39
WD-40 Company (WDFC) 0.0 $139k 8.4k 16.60
Dow (DOW) 0.0 $137k 300.00 456.86
Boston Scientific Corporation (BSX) 0.0 $135k 1.3k 103.79
CVS Caremark Corporation (CVS) 0.0 $122k 401.00 304.36
Occidental Petroleum Corporation (OXY) 0.0 $114k 260.00 437.30
Lockheed Martin Corporation (LMT) 0.0 $113k 254.00 445.07
Manpower (MAN) 0.0 $109k 2.0k 54.81
Corning Incorporated (GLW) 0.0 $102k 24k 4.23
Crown Castle Intl (CCI) 0.0 $99k 950.00 104.34
Henry Schein (HSIC) 0.0 $98k 8.00 12248.75
Flowers Foods (FLO) 0.0 $95k 153k 0.62
Fox Corp Cl A Com (FOXA) 0.0 $93k 1.0k 92.72
Waters Corporation (WAT) 0.0 $92k 557.00 165.46
Uber Technologies (UBER) 0.0 $91k 392.00 232.61
Clean Harbors (CLH) 0.0 $91k 924.00 98.14
FedEx Corporation (FDX) 0.0 $88k 350.00 251.11
Gilead Sciences (GILD) 0.0 $86k 950.00 90.38
Waste Connections (WCN) 0.0 $85k 450.00 188.45
Lam Research Corp Com New (LRCX) 0.0 $84k 29.00 2909.28
Asml Holding N V N Y Registry Shs (ASML) 0.0 $82k 114.00 715.47
BP Sponsored Adr (BP) 0.0 $81k 580.00 138.87
Moody's Corporation (MCO) 0.0 $79k 1.8k 44.32
Novartis Sponsored Adr (NVS) 0.0 $78k 350.00 223.06
Otis Worldwide Corp (OTIS) 0.0 $77k 861.00 89.82
W.W. Grainger (GWW) 0.0 $73k 1.7k 43.90
Varonis Sys (VRNS) 0.0 $73k 13.00 5600.54
Fidelity National Information Services (FIS) 0.0 $72k 2.2k 33.29
General Dynamics Corporation (GD) 0.0 $69k 22k 3.18
Discover Financial Services 0.0 $68k 870.00 78.56
Alnylam Pharmaceuticals (ALNY) 0.0 $68k 260.00 259.87
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $68k 43k 1.56
Cigna Corp (CI) 0.0 $67k 1.2k 54.50
Dell Technologies CL C (DELL) 0.0 $67k 737.00 91.15
Broadcom (AVGO) 0.0 $62k 23k 2.73
Qualcomm (QCOM) 0.0 $62k 439.00 140.03
Ciena Corp Com New (CIEN) 0.0 $60k 4.9k 12.46
Brasilagro Companhia Brasile Sponsored Adr (LND) 0.0 $59k 2.2k 27.15
General Motors Company (GM) 0.0 $59k 1.3k 47.04
Coinbase Global Com Cl A (COIN) 0.0 $58k 155.00 372.64
Invesco SHS (IVZ) 0.0 $53k 2.4k 21.81
Littelfuse (LFUS) 0.0 $44k 324.00 134.83
Entergy Corporation (ETR) 0.0 $43k 500.00 85.55
Trimble Navigation (TRMB) 0.0 $43k 100.00 426.81
Ss&c Technologies Holding (SSNC) 0.0 $42k 500.00 83.55
Mettler-Toledo International (MTD) 0.0 $40k 251.00 160.28
Olin Corp Com Par $1 (OLN) 0.0 $39k 25.00 1566.48
Equifax (EFX) 0.0 $38k 151.00 248.28
United Parcel Service CL B (UPS) 0.0 $37k 274.00 135.37
Diamondback Energy (FANG) 0.0 $37k 255.00 144.42
3M Company (MMM) 0.0 $32k 1.2k 28.02
A. O. Smith Corporation (AOS) 0.0 $32k 45.00 711.84
Lindsay Corporation (LNN) 0.0 $31k 230.00 134.74
Intercontinental Exchange (ICE) 0.0 $29k 205.00 141.49
Hexcel Corporation (HXL) 0.0 $27k 158k 0.17
Encana Corporation (OVV) 0.0 $27k 512.00 51.84
Irhythm Technologies (IRTC) 0.0 $26k 301.00 85.14
Monster Beverage Corp (MNST) 0.0 $25k 415.00 60.66
Insulet Corporation (PODD) 0.0 $25k 86.00 290.13
Wells Fargo & Company (WFC) 0.0 $24k 750.00 32.57
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $23k 128.00 180.96
Verisk Analytics (VRSK) 0.0 $22k 74.00 297.72
Sea Sponsord Ads (SE) 0.0 $20k 122.00 160.46
Ford Motor Company (F) 0.0 $19k 240.00 77.99
Constellation Brands Cl A (STZ) 0.0 $18k 65.00 282.35
Teradyne (TER) 0.0 $18k 934.00 19.03
Copart (CPRT) 0.0 $17k 5.00 3397.00
eBay (EBAY) 0.0 $16k 6.4k 2.54
Pulte (PHM) 0.0 $16k 6.7k 2.37
Lululemon Athletica (LULU) 0.0 $16k 6.00 2595.50
Viatris (VTRS) 0.0 $15k 1.6k 9.19
Sempra Energy (SRE) 0.0 $14k 338.00 42.23
Fortive (FTV) 0.0 $13k 183.00 73.25
Dropbox Cl A (DBX) 0.0 $13k 6.2k 2.14
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $12k 15k 0.79
Beigene Sponsored Ads (ONC) 0.0 $11k 165.00 67.61
Hca Holdings (HCA) 0.0 $10k 30.00 346.23
Arvinas Ord (ARVN) 0.0 $10k 346.00 29.88
Fair Isaac Corporation (FICO) 0.0 $9.2k 37.00 249.16
Zimmer Holdings (ZBH) 0.0 $9.1k 80.00 113.28
Neogen Corporation (NEOG) 0.0 $8.7k 63.00 137.62
Advansix (ASIX) 0.0 $8.6k 15k 0.58
Kyndryl Hldgs Common Stock (KD) 0.0 $8.5k 274.00 30.95
Synopsys (SNPS) 0.0 $8.1k 1.7k 4.86
Transunion (TRU) 0.0 $8.1k 98.00 82.98
Metropcs Communications (TMUS) 0.0 $6.7k 302.00 22.09
IDEXX Laboratories (IDXX) 0.0 $5.0k 12.00 420.00
Cadiz Com New (CDZI) 0.0 $4.0k 934.00 4.30
Mattel (MAT) 0.0 $3.9k 178.00 21.84
Apellis Pharmaceuticals (APLS) 0.0 $3.3k 1.4k 2.38
Chemours (CC) 0.0 $2.6k 2.5k 1.04
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $2.5k 955.00 2.60
Solventum Corp Com Shs (SOLV) 0.0 $2.4k 6.00 405.67
Grail (GRAL) 0.0 $2.1k 1.7k 1.26
Embecta Corp Common Stock (EMBC) 0.0 $1.5k 128.00 11.37
Editas Medicine (EDIT) 0.0 $1.4k 9.5k 0.15
Ceva (CEVA) 0.0 $946.760100 8.4k 0.11
Ubiquiti (UI) 0.0 $929.000800 28.00 33.18
Nortonlifelock (GEN) 0.0 $796.039200 1.1k 0.75
Warner Bros Discovery Com Ser A (WBD) 0.0 $665.000000 1.00 665.00
Wabtec Corporation (WAB) 0.0 $363.000000 2.00 181.50
Resideo Technologies (REZI) 0.0 $301.000300 17.00 17.71
Sunrise Communications Ads Cl A (SNREY) 0.0 $289.960500 2.1k 0.14
Docusign (DOCU) 0.0 $243.905300 1.9k 0.13
Organon & Co Common Stock (OGN) 0.0 $164.000000 16.00 10.25
First Solar (FSLR) 0.0 $126.125500 6.5k 0.02