Evelyn Partners Investment Management Services

Evelyn Partners Investment Management Services as of March 31, 2026

Portfolio Holdings for Evelyn Partners Investment Management Services

Evelyn Partners Investment Management Services holds 281 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Astrazeneca Ord (AZN) 11.4 $97M 498k 194.30
Alphabet Cap Stk Cl A (GOOGL) 5.4 $46M 161k 287.56
Microsoft Corporation (MSFT) 5.1 $44M 118k 370.17
Amazon (AMZN) 4.7 $40M 193k 208.27
Visa Com Cl A (V) 3.4 $29M 96k 302.24
NVIDIA Corporation (NVDA) 3.3 $28M 161k 174.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.1 $26M 54k 479.20
Johnson & Johnson (JNJ) 3.0 $25M 103k 244.44
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.9 $25M 74k 337.95
Stryker Corporation (SYK) 2.7 $23M 70k 328.59
Chubb (CB) 2.7 $23M 70k 325.93
Meta Platforms Cl A (META) 2.3 $20M 34k 572.13
Booking Holdings (BKNG) 2.3 $19M 4.6k 4208.19
Apple (AAPL) 1.9 $16M 65k 253.79
Goldman Sachs (GS) 1.7 $14M 17k 845.99
McDonald's Corporation (MCD) 1.6 $14M 44k 310.79
Mastercard Incorporated Cl A (MA) 1.6 $13M 27k 499.66
Wheaton Precious Metals Corp (WPM) 1.6 $13M 102k 131.13
CRH Ord (CRH) 1.5 $13M 121k 105.12
Automatic Data Processing (ADP) 1.4 $12M 58k 203.18
Intuitive Surgical Com New (ISRG) 1.3 $11M 24k 460.99
Arista Networks Com Shs (ANET) 1.2 $11M 86k 122.78
Franco-Nevada Corporation (FNV) 1.2 $11M 43k 247.22
JPMorgan Chase & Co. (JPM) 1.1 $9.6M 33k 294.16
Sprott Asset Management Physical Gold An (CEF) 1.1 $9.4M 198k 47.72
Thermo Fisher Scientific (TMO) 1.0 $8.9M 18k 491.53
Intuit (INTU) 1.0 $8.7M 20k 432.38
Eli Lilly & Co. (LLY) 1.0 $8.2M 8.9k 919.77
Walt Disney Company (DIS) 1.0 $8.2M 85k 96.38
Mondelez Intl Cl A (MDLZ) 0.9 $7.9M 137k 57.64
Coca-Cola Company (KO) 0.8 $7.0M 91k 76.05
S&p Global (SPGI) 0.8 $6.8M 16k 425.34
TJX Companies (TJX) 0.8 $6.8M 42k 159.70
Nasdaq Omx (NDAQ) 0.8 $6.6M 78k 84.89
Zoetis Cl A (ZTS) 0.7 $6.0M 51k 118.21
Arthur J. Gallagher & Co. (AJG) 0.7 $5.8M 27k 216.58
Linde SHS (LIN) 0.7 $5.8M 12k 495.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $5.8M 10k 577.18
Amphenol Corp Cl A (APH) 0.7 $5.8M 46k 126.35
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $5.5M 40k 138.32
Lam Research Corp Com New (LRCX) 0.6 $5.3M 25k 213.66
Cme (CME) 0.6 $5.3M 18k 295.35
Waters Corporation (WAT) 0.6 $5.0M 17k 297.80
AutoZone (AZO) 0.6 $5.0M 1.5k 3377.78
Broadcom (AVGO) 0.6 $4.8M 16k 309.51
Accenture Plc Ireland Shs Class A (ACN) 0.6 $4.8M 24k 198.29
IDEX Corporation (IEX) 0.5 $4.5M 24k 189.55
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $4.4M 48k 91.77
Spdr Gold Tr Gold Shs (GLD) 0.5 $4.2M 9.8k 430.29
Mccormick & Co Com Non Vtg (MKC) 0.4 $3.8M 74k 50.44
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.4 $3.6M 121k 30.15
Ferguson Enterprises Common Stock New (FERG) 0.4 $3.2M 14k 233.26
Smurfit Westrock SHS (SW) 0.4 $3.2M 80k 39.85
Agnico (AEM) 0.4 $3.2M 16k 203.03
Procter & Gamble Company (PG) 0.4 $3.1M 21k 144.44
Wal-Mart Stores (WMT) 0.3 $2.9M 23k 124.28
Nextera Energy (NEE) 0.3 $2.8M 30k 92.88
Netflix (NFLX) 0.3 $2.8M 29k 96.15
Sunbelt Rentals Holdings SHS (SUNB) 0.3 $2.7M 42k 65.09
Prologis (PLD) 0.3 $2.7M 20k 132.18
Vanguard World Energy Etf (VDE) 0.3 $2.7M 15k 173.04
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $2.6M 37k 71.18
Newmont Mining Corporation (NEM) 0.3 $2.6M 24k 108.25
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.3 $2.5M 26k 97.73
Bank of America Corporation (BAC) 0.3 $2.4M 49k 48.75
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $2.4M 29k 80.58
Palo Alto Networks (PANW) 0.3 $2.3M 15k 160.32
Totalenergies Se Act (TTE) 0.3 $2.3M 25k 93.48
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $2.3M 51k 44.62
Northrop Grumman Corporation (NOC) 0.2 $2.0M 3.0k 682.24
American Tower Reit (AMT) 0.2 $1.9M 11k 172.58
Exxon Mobil Corporation (XOM) 0.2 $1.8M 11k 169.66
Ge Aerospace Com New (GE) 0.2 $1.8M 6.4k 283.77
UnitedHealth (UNH) 0.2 $1.8M 6.6k 270.59
Pepsi (PEP) 0.2 $1.7M 11k 155.29
Global X Fds Global X Uranium (URA) 0.2 $1.7M 34k 48.43
Barrick Mng Corp Com Shs (B) 0.2 $1.5M 38k 40.81
Roper Industries (ROP) 0.2 $1.5M 4.4k 353.86
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.5M 5.3k 286.86
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.5M 5.1k 287.18
Mccormick & Co Com Vtg (MKC.V) 0.2 $1.5M 29k 50.38
Eaton Corp SHS (ETN) 0.2 $1.4M 3.8k 357.67
Ferrari Nv Ord (RACE) 0.2 $1.3M 3.9k 338.61
Servicenow (NOW) 0.2 $1.3M 13k 104.55
Cadence Design Systems (CDNS) 0.1 $1.2M 4.3k 277.87
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.1 $1.1M 77k 14.68
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 0.1 $1.1M 24k 46.02
Micron Technology (MU) 0.1 $1.0M 3.1k 337.84
Msci (MSCI) 0.1 $1.0M 1.9k 539.01
Paypal Holdings (PYPL) 0.1 $937k 21k 45.23
Colgate-Palmolive Company (CL) 0.1 $888k 10k 85.23
Blackrock (BLK) 0.1 $872k 907.00 961.71
SLB Com Stk (SLB) 0.1 $853k 17k 51.39
Deere & Company (DE) 0.1 $817k 1.5k 563.30
Costco Wholesale Corporation (COST) 0.1 $810k 813.00 996.43
Canadian Pacific Kansas City (CP) 0.1 $793k 10k 78.67
Rbc Cad (RY) 0.1 $740k 4.6k 161.60
Jones Lang LaSalle Incorporated (JLL) 0.1 $674k 2.2k 304.32
Texas Instruments Incorporated (TXN) 0.1 $531k 2.7k 194.14
Abbvie (ABBV) 0.1 $524k 2.4k 217.49
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $514k 7.2k 71.61
Boston Scientific Corporation (BSX) 0.1 $492k 7.8k 62.75
Adobe Systems Incorporated (ADBE) 0.1 $481k 2.0k 243.08
Ubs Group SHS (UBS) 0.1 $473k 12k 39.09
Cisco Systems (CSCO) 0.0 $382k 4.9k 77.59
Becton, Dickinson and (BDX) 0.0 $381k 2.4k 157.23
Rockwell Automation (ROK) 0.0 $380k 1.1k 358.88
Intercontinental Exchange (ICE) 0.0 $370k 2.4k 157.28
Axon Enterprise (AXON) 0.0 $366k 862.00 424.69
Raytheon Technologies Corp (RTX) 0.0 $361k 1.9k 192.90
Fastenal Company (FAST) 0.0 $351k 7.6k 46.40
Freeport Mcmoran CL B (FCX) 0.0 $341k 5.8k 58.78
International Paper Company (IP) 0.0 $340k 9.5k 35.70
salesforce (CRM) 0.0 $328k 1.8k 186.67
Waste Management (WM) 0.0 $328k 1.4k 229.79
Air Products & Chemicals (APD) 0.0 $318k 1.1k 290.49
Home Depot (HD) 0.0 $315k 958.00 328.89
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $314k 3.8k 82.43
Thomson Reuters Corp. 0.0 $287k 3.2k 89.94
Verizon Communications (VZ) 0.0 $271k 5.4k 50.20
Abbott Laboratories (ABT) 0.0 $268k 2.6k 102.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $268k 448.00 597.55
Vanguard Index Fds Growth Etf (VUG) 0.0 $262k 600.00 436.79
Palantir Technologies Cl A (PLTR) 0.0 $262k 1.8k 146.28
Philip Morris International (PM) 0.0 $254k 1.5k 165.34
Chevron Corporation (CVX) 0.0 $248k 1.2k 206.90
Spotify Technology S A SHS (SPOT) 0.0 $248k 512.00 484.91
Tesla Motors (TSLA) 0.0 $235k 632.00 371.75
Stifel Financial (SF) 0.0 $231k 3.1k 73.92
Williams Companies (WMB) 0.0 $225k 3.1k 72.78
Tmc The Metals Company (TMC) 0.0 $220k 47k 4.67
Danaher Corporation (DHR) 0.0 $197k 1.0k 189.60
Pfizer (PFE) 0.0 $193k 6.9k 28.08
Honeywell International 0.0 $180k 798.00 226.03
Autodesk (ADSK) 0.0 $170k 708.00 239.40
Ge Vernova (GEV) 0.0 $169k 193.00 872.90
Alamos Gold Com Cl A (AGI) 0.0 $161k 3.6k 44.47
Motorola Solutions Com New (MSI) 0.0 $155k 356.00 433.97
Nike CL B (NKE) 0.0 $154k 2.9k 52.82
Charles Schwab Corporation (SCHW) 0.0 $149k 1.6k 93.98
Union Pacific Corporation (UNP) 0.0 $148k 609.00 242.62
Advanced Micro Devices (AMD) 0.0 $137k 675.00 203.43
Qualcomm (QCOM) 0.0 $137k 1.1k 128.78
L3harris Technologies (LHX) 0.0 $133k 386.00 345.15
Sherwin-Williams Company (SHW) 0.0 $124k 386.00 320.55
Clorox Company (CLX) 0.0 $118k 1.1k 103.63
Boeing Company (BA) 0.0 $112k 563.00 199.03
Lockheed Martin Corporation (LMT) 0.0 $104k 172.00 604.39
Logitech Intl S A SHS (LOGI) 0.0 $91k 1.0k 90.52
Marsh & McLennan Companies (MRSH) 0.0 $90k 520.00 173.45
Insulet Corporation (PODD) 0.0 $89k 425.00 209.84
Cameco Corporation (CCJ) 0.0 $87k 800.00 108.71
Amrize SHS (AMRZ) 0.0 $84k 1.5k 56.02
Indivior Pharmaceuticals (INDV) 0.0 $84k 2.7k 30.48
Ishares Tr Esg Optimized (SUSA) 0.0 $84k 632.00 132.10
Kla Corp Com New (KLAC) 0.0 $83k 56.00 1472.41
Vanguard Index Fds Value Etf (VTV) 0.0 $80k 410.00 196.20
Omni (OMC) 0.0 $79k 1.0k 75.31
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $78k 1.0k 75.09
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $78k 59.00 1320.83
First Solar (FSLR) 0.0 $73k 371.00 197.26
Merck & Co (MRK) 0.0 $73k 608.00 120.29
Nxp Semiconductors N V (NXPI) 0.0 $72k 365.00 196.86
Corteva (CTVA) 0.0 $69k 825.00 83.71
Ishares Tr Us Aer Def Etf (ITA) 0.0 $69k 313.00 218.75
Coinbase Global Com Cl A (COIN) 0.0 $68k 391.00 174.61
Bank Of Montreal Cadcom (BMO) 0.0 $68k 500.00 135.40
Otis Worldwide Corp (OTIS) 0.0 $68k 878.00 77.08
Alcon Ord Shs (ALC) 0.0 $65k 868.00 75.38
Markel Corporation (MKL) 0.0 $65k 34.00 1914.06
Citigroup Com New (C) 0.0 $61k 538.00 113.41
Copa Holdings Sa Cl A (CPA) 0.0 $60k 528.00 113.61
Keysight Technologies (KEYS) 0.0 $59k 210.00 282.37
Perpetua Resources (PPTA) 0.0 $57k 2.0k 28.13
Vanguard World Inf Tech Etf (VGT) 0.0 $54k 78.00 697.72
Purecycle Technologies (PCT) 0.0 $54k 10k 5.19
West Pharmaceutical Services (WST) 0.0 $54k 215.00 250.64
Oracle Corporation (ORCL) 0.0 $53k 360.00 147.11
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $49k 682.00 71.73
Sun Life Financial (SLF) 0.0 $49k 776.00 62.63
Capital One Financial (COF) 0.0 $47k 260.00 182.43
United Rentals (URI) 0.0 $47k 65.00 728.55
O'reilly Automotive (ORLY) 0.0 $46k 502.00 92.31
PNC Financial Services (PNC) 0.0 $46k 220.00 208.09
McKesson Corporation (MCK) 0.0 $45k 52.00 865.37
Caterpillar (CAT) 0.0 $45k 63.00 708.46
Bank of New York Mellon Corporation (BNY) 0.0 $42k 356.00 118.63
At&t (T) 0.0 $41k 1.4k 28.99
State Street Corporation (STT) 0.0 $41k 325.00 126.56
Aptiv Com Shs (APTV) 0.0 $40k 576.00 69.43
Pulte (PHM) 0.0 $37k 313.00 117.61
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $37k 232.00 158.58
IDEXX Laboratories (IDXX) 0.0 $37k 65.00 561.89
Heico Corp Cl A (HEI.A) 0.0 $36k 172.00 211.09
Jackson Financial Com Cl A (JXN) 0.0 $36k 337.00 105.72
Tetra Tech (TTEK) 0.0 $35k 1.2k 30.12
EOG Resources (EOG) 0.0 $34k 235.00 144.57
Keurig Dr Pepper (KDP) 0.0 $34k 1.3k 26.33
Kraneshares Trust Global Carb Stra (KRBN) 0.0 $33k 1.1k 29.69
Morgan Stanley Com New (MS) 0.0 $30k 185.00 164.57
Arm Holdings Sponsored Ads (ARM) 0.0 $30k 200.00 151.28
Viatris (VTRS) 0.0 $29k 2.1k 13.51
Etsy (ETSY) 0.0 $28k 568.00 49.98
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $28k 480.00 57.80
Applied Materials (AMAT) 0.0 $27k 78.00 341.79
Agilent Technologies Inc C ommon (A) 0.0 $27k 233.00 113.98
Brown & Brown (BRO) 0.0 $26k 402.00 65.21
Global X Fds Global X Copper (COPX) 0.0 $26k 341.00 76.35
Medtronic SHS (MDT) 0.0 $26k 300.00 86.65
Herc Hldgs (HRI) 0.0 $25k 255.00 99.55
Lauder Estee Cos Cl A (EL) 0.0 $25k 351.00 71.77
Select Sector Spdr Tr State Street Con (XLP) 0.0 $25k 300.00 81.98
Marriott Intl Cl A (MAR) 0.0 $25k 75.00 327.07
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.0 $24k 360.00 66.08
American Water Works (AWK) 0.0 $24k 174.00 136.09
International Business Machines (IBM) 0.0 $23k 95.00 242.39
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $22k 42.00 522.71
Diamondback Energy (FANG) 0.0 $22k 110.00 197.79
Metropcs Communications (TMUS) 0.0 $22k 103.00 209.51
Constellation Energy (CEG) 0.0 $22k 77.00 279.25
Chemours (CC) 0.0 $22k 975.00 22.03
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $21k 458.00 46.47
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $21k 317.00 67.07
MercadoLibre (MELI) 0.0 $21k 12.00 1729.00
Copart (CPRT) 0.0 $20k 611.00 33.20
Verisk Analytics (VRSK) 0.0 $20k 105.00 189.75
Emerson Electric (EMR) 0.0 $20k 149.00 131.02
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $19k 150.00 125.46
Cibc Cad (CM) 0.0 $18k 185.00 94.74
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $17k 320.00 53.35
Vulcan Materials Company (VMC) 0.0 $17k 62.00 272.31
Unilever Spon Adr New (UL) 0.0 $17k 296.00 56.97
Lululemon Athletica (LULU) 0.0 $17k 110.00 153.10
American Express Company (AXP) 0.0 $17k 55.00 302.47
Shell Spon Ads (SHEL) 0.0 $17k 178.00 93.00
Occidental Petroleum Corporation (OXY) 0.0 $16k 250.00 65.00
Edwards Lifesciences (EW) 0.0 $16k 199.00 80.08
Kraft Heinz (KHC) 0.0 $16k 700.00 22.49
Moderna (MRNA) 0.0 $15k 304.00 50.80
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $15k 135.00 109.10
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $15k 480.00 30.12
Starbucks Corporation (SBUX) 0.0 $14k 157.00 89.59
Sap Se Spon Adr (SAP) 0.0 $13k 76.00 171.21
Icici Bank Adr (IBN) 0.0 $13k 498.00 25.90
Denison Mines Corp (DNN) 0.0 $13k 3.6k 3.54
Rio Tinto Sponsored Adr (RIO) 0.0 $13k 135.00 93.29
Sanofi Sa Sponsored Adr (SNY) 0.0 $12k 254.00 48.18
Sharkninja Com Shs (SN) 0.0 $12k 114.00 105.90
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $12k 36.00 328.67
Deutsche Bk Namen Akt (DB) 0.0 $11k 391.00 29.02
Bhp Billiton Sponsored Ads (BHP) 0.0 $11k 155.00 72.74
Anglogold Ashanti Com Shs (AU) 0.0 $11k 114.00 97.36
Ishares Msci Germany Etf (EWG) 0.0 $10k 259.00 39.67
Warner Bros Discovery Com Ser A (WBD) 0.0 $9.4k 343.00 27.46
General Dynamics Corporation (GD) 0.0 $8.9k 26.00 343.23
Magnite Ord (MGNI) 0.0 $8.4k 703.00 11.88
4068594 Enphase Energy (ENPH) 0.0 $7.8k 207.00 37.81
Veralto Corp Com Shs (VLTO) 0.0 $7.2k 82.00 88.41
ConocoPhillips (COP) 0.0 $6.6k 50.00 132.00
Riot Blockchain (RIOT) 0.0 $6.2k 504.00 12.36
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.0 $6.2k 346.00 17.93
General Mills (GIS) 0.0 $5.7k 152.00 37.22
Vitesse Energy Common Stock (VTS) 0.0 $5.4k 300.00 18.16
Cenovus Energy (CVE) 0.0 $5.3k 201.00 26.53
Clearfield (CLFD) 0.0 $5.1k 194.00 26.47
Esab Corporation (ESAB) 0.0 $4.4k 46.00 96.65
Solstice Advanced Matls Com Shs (SOLS) 0.0 $4.3k 57.00 76.16
Janus Henderson Group Ord Shs 0.0 $3.9k 76.00 51.37
Gxo Logistics Incorporated Common Stock (GXO) 0.0 $3.7k 72.00 51.85
Bloom Energy Corp Com Cl A (BE) 0.0 $3.4k 25.00 135.48
Kenvue (KVUE) 0.0 $3.2k 184.00 17.24
Bill Com Holdings Ord (BILL) 0.0 $3.1k 81.00 38.30
T1 Energy Com New (TE) 0.0 $1.9k 429.00 4.39
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $1.8k 98.00 18.52
Under Armour Cl A (UAA) 0.0 $1.5k 251.00 5.91
Under Armour CL C (UA) 0.0 $1.5k 252.00 5.79
American Axle & Manufact. Holdings (DCH) 0.0 $895.007200 151.00 5.93
Liberty Latin America Com Cl C (LILAK) 0.0 $35.000000 4.00 8.75
Liberty Latin America Com Cl A (LILA) 0.0 $9.000000 1.00 9.00
Microbot Med Com New (MBOT) 0.0 $2.000000 1.00 2.00
Ocean Pwr Technologies Com New (OPTT) 0.0 $1.000000 2.00 0.50