MondegarAI
Evelyn Partners Investment Management LLP

Q3 2025 · 13F-HR

Evelyn Partners Investment Management LLPholdings as filed

Filed 2025-11-14 · accession 0001420506-25-003426

$3.52B
Reported value
409
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$345.0M9.80%666,150CommonSOLE
023135106AMZNAMAZON COM INC$265.0M7.53%1,206,918CommonSOLE
02079K305GOOGLALPHABET INC$259.6M7.37%1,067,724CommonSOLE
67066G104NVDANVIDIA CORPORATION$156.3M4.44%837,764CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$138.1M3.92%494,547CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$130.2M3.70%258,926CommonSOLE
G25508105CRHCRH PLC$125.8M3.57%1,048,792CommonSOLE
92826C839VVISA INC$121.3M3.45%355,302CommonSOLE
037833100AAPLAPPLE INC$101.8M2.89%399,746CommonSOLE
863667101SYKSTRYKER CORPORATION$94.4M2.68%255,300CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$86.8M2.47%275,102CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$84.4M2.40%15,626CommonSOLE
30303M102METAMETA PLATFORMS INC$74.3M2.11%101,181CommonSOLE
H1467J104CBCHUBB LIMITED$73.1M2.08%259,147CommonSOLE
191216100KOCOCA COLA CO$57.7M1.64%870,272CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$57.2M1.63%165,792CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$50.8M1.44%104,834CommonSOLE
98978V103ZTSZOETIS INC$49.9M1.42%340,831CommonSOLE
053332102AZOAUTOZONE INC$41.8M1.19%9,742CommonSOLE
G54950103LINLINDE PLC$41.0M1.17%86,363CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$40.5M1.15%71,213CommonSOLE
78409V104SPGIS&P GLOBAL INC$38.0M1.08%78,068CommonSOLE
631103108NDAQNASDAQ INC$36.8M1.05%416,336CommonSOLE
02079K107GOOGALPHABET INC$36.8M1.04%151,006CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$36.2M1.03%45,508CommonSOLE
060505104BACBANK AMERICA CORP$33.8M0.96%654,425CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$31.7M0.90%744,565CommonSOLE
N3167Y103RACEFERRARI N V$31.1M0.88%64,372CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$29.3M0.83%58,825CommonSOLE
872540109TJXTJX COS INC NEW$28.7M0.82%198,650CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$28.0M0.79%761,923CommonSOLE
45167R104IEXIDEX CORP$27.6M0.78%169,727CommonSOLE
478160104JNJJOHNSON & JOHNSON$26.7M0.76%144,172CommonSOLE
65339F101NEENEXTERA ENERGY INC$26.7M0.76%353,385CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$26.3M0.75%156,083CommonSOLE
931142103WMTWALMART INC$25.6M0.73%248,358CommonSOLE
09260D107BXBLACKSTONE INC$25.5M0.72%149,052CommonSOLE
235851102DHRDANAHER CORPORATION$24.4M0.69%123,309CommonSOLE
G17977110BURBURFORD CAP LTD$22.0M0.62%1,844,905CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$21.2M0.60%47,498CommonSOLE
580135101MCDMCDONALDS CORP$20.5M0.58%67,606CommonSOLE
742718109PGPROCTER AND GAMBLE CO$19.9M0.56%129,251CommonSOLE
64110L106NFLXNETFLIX INC$18.8M0.53%15,680CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$17.9M0.51%237,905CommonSOLE
651639106NEMNEWMONT CORP$16.6M0.47%197,405CommonSOLE
461202103INTUINTUIT$16.6M0.47%24,321CommonSOLE
166764100CVXCHEVRON CORP NEW$16.1M0.46%103,931CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$15.1M0.43%78,580CommonSOLE
570535104MKLMARKEL GROUP INC$14.1M0.40%7,387CommonSOLE
254687106DISDISNEY WALT CO$13.1M0.37%114,163CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$13.0M0.37%330,218CommonSOLE
032095101APHAMPHENOL CORP NEW$12.8M0.36%103,560CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$12.5M0.35%181,551CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$12.4M0.35%126,535CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$12.2M0.35%49,530CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$11.8M0.34%52,593CommonSOLE
17275R102CSCOCISCO SYS INC$10.5M0.30%153,072CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.6M0.27%10,332CommonSOLE
244199105DEDEERE & CO$9.3M0.27%20,428CommonSOLE
713448108PEPPEPSICO INC$9.2M0.26%65,666CommonSOLE
G29183103ETNEATON CORP PLC$9.2M0.26%24,541CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8.7M0.25%62,565CommonSOLE
002824100ABTABBOTT LABS$8.4M0.24%63,027CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.1M0.23%39,806CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.0M0.23%71,268CommonSOLE
609207105MDLZMONDELEZ INTL INC$7.6M0.22%122,054CommonSOLE
12572Q105CMECME GROUP INC$7.4M0.21%27,525CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$7.2M0.20%64,294CommonSOLE
78463V107GLDSPDR GOLD TR$7.0M0.20%19,772CommonSOLE
74340W103PLDPROLOGIS INC.$7.0M0.20%60,923CommonSOLE
438516106HONHONEYWELL INTL INC$6.7M0.19%31,836CommonSOLE
040413205ANETARISTA NETWORKS INC$6.3M0.18%43,123CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$6.2M0.18%17,650CommonSOLE
79466L302CRMSALESFORCE INC$6.0M0.17%25,525CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$5.7M0.16%22,512CommonSOLE
780087102RYROYAL BK CDA$5.2M0.15%35,044CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.5M0.13%14,895CommonSOLE
969457100WMBWILLIAMS COS INC$4.0M0.11%63,585CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.0M0.11%90,447CommonSOLE
46090E103QQQINVESCO QQQ TR$3.9M0.11%6,435CommonSOLE
532457108LLYELI LILLY & CO$3.9M0.11%5,055CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.7M0.11%34,415CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.6M0.10%17,830CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.5M0.10%10,020CommonSOLE
11135F101AVGOBROADCOM INC$3.4M0.10%10,198CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3.3M0.09%5,285CommonSOLE
55354G100MSCIMSCI INC$3.1M0.09%5,435CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.1M0.09%65,926CommonSOLE
806857108SLBSCHLUMBERGER LTD$3.0M0.08%86,265CommonSOLE
891160509TDTORONTO DOMINION BK ONT$2.7M0.08%34,069CommonSOLE
172967424CCITIGROUP INC$2.7M0.08%26,804CommonSOLE
88160R101TSLATESLA INC$2.7M0.08%6,105CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.7M0.08%5,450CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.6M0.07%32,792CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.6M0.07%9,175CommonSOLE
82509L107SHOPSHOPIFY INC$2.6M0.07%17,418CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.5M0.07%13,575CommonSOLE
G3265R107APTVAPTIV PLC$2.5M0.07%29,381CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.5M0.07%7,375CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.4M0.07%3,559CommonSOLE
H50430232LOGILOGITECH INTL S A$2.3M0.07%21,339CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.3M0.07%38,815CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2.2M0.06%30,056CommonSOLE
149123101CATCATERPILLAR INC$2.2M0.06%4,571CommonSOLE
81762P102NOWSERVICENOW INC$2.1M0.06%2,263CommonSOLE
548661107LOWLOWES COS INC$2.1M0.06%8,240CommonSOLE
58933Y105MRKMERCK & CO INC$2.1M0.06%24,560CommonSOLE
369604301GEGE AEROSPACE$1.8M0.05%5,977CommonSOLE
260003108DOVDOVER CORP$1.8M0.05%10,534CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.7M0.05%26,741CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.7M0.05%5,874CommonSOLE
42704L104HRIHERC HLDGS INC$1.6M0.05%14,065CommonSOLE
617446448MSMORGAN STANLEY$1.6M0.05%10,265CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.6M0.05%1,735CommonSOLE
464286392URTHISHARES INC$1.5M0.04%8,500CommonSOLE
75513E101RTXRTX CORPORATION$1.5M0.04%9,005CommonSOLE
497266106KEXKIRBY CORP$1.5M0.04%17,760CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.5M0.04%37,157CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.4M0.04%2,071CommonSOLE
717081103PFEPFIZER INC$1.4M0.04%56,110CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.4M0.04%5,124CommonSOLE
464287200IVVISHARES TR$1.4M0.04%2,043CommonSOLE
46429B747STIPISHARES TR$1.4M0.04%13,182CommonSOLE
654106103NKENIKE INC$1.4M0.04%19,421CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.3M0.04%3,949CommonSOLE
780259305SHELSHELL PLC$1.2M0.04%17,297CommonSOLE
09290D101BLKBLACKROCK INC$1.2M0.04%1,060CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.03%5,273CommonSOLE
H42097107UBSUBS GROUP AG$1.2M0.03%28,866CommonSOLE
00206R102TAT&T INC$1.2M0.03%40,808CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.1M0.03%44,593CommonSOLE
882508104TXNTEXAS INSTRS INC$1.1M0.03%6,075CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.03%4,454CommonSOLE
904767704UNILEVER PLC$1.0M0.03%17,340CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$1.0M0.03%6,458CommonSOLE
H01301128ALCALCON AG$953,8960.03%12,820CommonSOLE
13321L108CCJCAMECO CORP$953,7400.03%11,373CommonSOLE
36828A101GEVGE VERNOVA INC$897,7540.03%1,460CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$867,0760.02%33,648CommonSOLE
718172109PMPHILIP MORRIS INTL INC$852,5230.02%5,256CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$833,2250.02%2,412CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$822,4440.02%2,353CommonSOLE
89151E109TTENTOTALENERGIES SE$801,7560.02%13,432CommonSOLE
92338C103VLTOVERALTO CORP$782,3040.02%7,338CommonSOLE
437076102HDHOME DEPOT INC$773,5080.02%1,909CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$687,1700.02%11,411CommonSOLE
285512109EAELECTRONIC ARTS INC$674,6860.02%3,345CommonSOLE
29444U700EQIXEQUINIX INC$671,2370.02%857CommonSOLE
92204A702VGTVANGUARD WORLD FD$651,8080.02%873CommonSOLE
00724F101ADBEADOBE INC$638,4780.02%1,810CommonSOLE
97717W521OPPJWISDOMTREE TR$618,4330.02%14,847CommonSOLE
665859104NTRSNORTHERN TR CORP$617,8140.02%4,590CommonSOLE
126408103CSXCSX CORP$605,3030.02%17,046CommonSOLE
48251W104KKRKKR & CO INC$602,9680.02%4,640CommonSOLE
98419M100XYLXYLEM INC$602,5380.02%4,085CommonSOLE
02209S103MOALTRIA GROUP INC$601,9390.02%9,112CommonSOLE
G0403H108AONAON PLC$597,2710.02%1,675CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$588,2550.02%9,160CommonSOLE
464287655IWMISHARES TR$579,4940.02%2,395CommonSOLE
988498101YUMYUM BRANDS INC$562,7040.02%3,702CommonSOLE
046353108AZNNASTRAZENECA PLC$559,9030.02%7,298CommonSOLE
16411R208LNGCHENIERE ENERGY INC$516,9560.01%2,200CommonSOLE
097023105BABOEING CO$511,7330.01%2,371CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$510,1920.01%7,608CommonSOLE
518439104ELLAUDER ESTEE COS INC$481,1350.01%5,460CommonSOLE
571903202MARMARRIOTT INTL INC NEW$475,8240.01%1,827CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$417,3840.01%685CommonSOLE
579780206MKCMCCORMICK & CO INC$416,1800.01%6,220CommonSOLE
94106L109WMWASTE MGMT INC DEL$410,7440.01%1,860CommonSOLE
G8473T100STESTERIS PLC$406,7910.01%1,644CommonSOLE
G5960L103MDTMEDTRONIC PLC$400,3890.01%4,204CommonSOLE
00326A104SGOLETFS GOLD TR$368,1000.01%10,000CommonSOLE
127097103CTRACOTERRA ENERGY INC$358,9120.01%15,176CommonSOLE
06849F108BBARRICK MNG CORP$336,9840.01%10,262CommonSOLE
20825C104COPCONOCOPHILLIPS$336,8350.01%3,561CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$328,7500.01%2,990CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$305,3680.01%3,920CommonSOLE
G4766E116INDVINDIVIOR PLC$304,8230.01%12,643CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$302,4420.01%3,790CommonSOLE
020002101ALLALLSTATE CORP$288,0600.01%1,342CommonSOLE
458140100INTCINTEL CORP$287,1880.01%8,560CommonSOLE
857477103STTSTATE STR CORP$284,8050.01%2,455CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$282,3300.01%2,789CommonSOLE
052769106ADSKAUTODESK INC$278,9140.01%878CommonSOLE
464287234EEMISHARES TR$269,6700.01%5,050CommonSOLE
063671101BMOBANK MONTREAL QUE$268,9020.01%2,064CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$256,3770.01%3,209CommonSOLE
291011104EMREMERSON ELEC CO$255,5390.01%1,948CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$249,7290.01%2,843CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$241,1500.01%1,750CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$240,7890.01%5,339CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$238,2310.01%3,685CommonSOLE
001084102AGCOAGCO CORP$236,6250.01%2,210CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$224,9390.01%2,296CommonSOLE
68389X105ORCLORACLE CORP$222,1800.01%790CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$217,5660.01%5,200CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$210,6040.01%1,204CommonSOLE
22052L104CTVACORTEVA INC$206,6100.01%3,055CommonSOLE
456788108INFYINFOSYS LTD$205,0020.01%12,600CommonSOLE
90138F102TWLOTWILIO INC$200,1800.01%2,000CommonSOLE
922908769VTIVANGUARD INDEX FDS$196,9020.01%600CommonSOLE
464288182AAXJISHARES TR$196,1230.01%2,150CommonSOLE
97717W851DXJWISDOMTREE TR$194,2220.01%1,517CommonSOLE
718546104PSXPHILLIPS 66$191,9240.01%1,411CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$184,9570.01%975CommonSOLE
219350105GLWCORNING INC$182,1070.01%2,220CommonSOLE
05464C101AXONAXON ENTERPRISE INC$178,6920.01%249CommonSOLE
46434G103IEMGISHARES INC$174,6880.00%2,650CommonSOLE
670100205NVONOVO-NORDISK A S$174,2940.00%3,141CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$170,6870.00%6,250CommonSOLE
20030N101CMCSACOMCAST CORP NEW$170,3280.00%5,421CommonSOLE
228368106CCKCROWN HLDGS INC$169,0320.00%1,750CommonSOLE
58733R102MELIMERCADOLIBRE INC$158,9120.00%68CommonSOLE
871829107SYYSYSCO CORP$156,4460.00%1,900CommonSOLE
512807306LRCXLAM RESEARCH CORP$155,3240.00%1,160CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$155,0230.00%550CommonSOLE
464286665EPPISHARES INC$154,6800.00%3,000CommonSOLE
D18190898DBDEUTSCHE BANK A G$149,3590.00%4,250CommonSOLE
171779309CIENCIENA CORP$145,6700.00%1,000CommonSOLE
45104G104IBNICICI BANK LIMITED$145,1340.00%4,801CommonSOLE
370334104GISGENERAL MLS INC$143,4950.00%2,846CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$141,2760.00%283CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$139,6100.00%500CommonSOLE
126650100CVSCVS HEALTH CORP$135,7020.00%1,800CommonSOLE
855244109SBUXSTARBUCKS CORP$133,5830.00%1,579CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$132,1960.00%2,125CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$131,7660.00%2,432CommonSOLE
67077M108NTRNUTRIEN LTD$121,3050.00%2,066CommonSOLE
278865100ECLECOLAB INC$118,3080.00%432CommonSOLE
929236107WDFCWD 40 CO$112,6320.00%570CommonSOLE
464287549IGMISHARES TR$108,9470.00%865CommonSOLE
902973304USBUS BANCORP DEL$107,2930.00%2,220CommonSOLE
184496107CLHCLEAN HARBORS INC$106,8210.00%460CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$104,4840.00%737CommonSOLE
922280102VRNSVARONIS SYS INC$103,4460.00%1,800CommonSOLE
35137L105FOXAFOX CORP$103,4180.00%1,640CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$102,9500.00%1,126CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$97,6070.00%785CommonSOLE
058498106BALLBALL CORP$97,1090.00%1,926CommonSOLE
00218A105ASPIASP ISOTOPES INC$96,2000.00%10,000CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$96,0480.00%1,600CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$94,5000.00%2,000CommonSOLE
500754106KHCKRAFT HEINZ CO$93,3530.00%3,585CommonSOLE
22822V101CCICROWN CASTLE INC$91,6650.00%950CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$91,1520.00%510CommonSOLE
260557103DOWDOW INC$89,9090.00%3,921CommonSOLE
66987V109NVSNOVARTIS AG$89,7680.00%700CommonSOLE
46434G822EWJISHARES INC$88,2310.00%1,100CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$86,5200.00%407CommonSOLE
369550108GDGENERAL DYNAMICS CORP$85,9320.00%252CommonSOLE
375558103GILDGILEAD SCIENCES INC$85,0260.00%766CommonSOLE
31428X106FDXFEDEX CORP$84,8920.00%360CommonSOLE
33734G108FRIFIRST TR EXCHANGE-TRADED FD$84,6110.00%3,010CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$84,2530.00%1,300CommonSOLE
055622104BPBP PLC$82,0840.00%2,382CommonSOLE
615369105MCOMOODYS CORP$81,0020.00%170CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$79,8000.00%175CommonSOLE
G491BT108IVZINVESCO LTD$79,6020.00%3,470CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$78,0390.00%444CommonSOLE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$77,9130.00%2,875CommonSOLE
37045V100GMGENERAL MTRS CO$76,3950.00%1,253CommonSOLE
H11356104BGBUNGE GLOBAL SA$76,3750.00%940CommonSOLE
806407102HSICHENRY SCHEIN INC$76,3260.00%1,150CommonSOLE
941848103WATWATERS CORP$74,9520.00%250CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$73,7390.00%1,905CommonSOLE
G87052109TELTE CONNECTIVITY PLC$71,3470.00%325CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$70,9870.00%1,873CommonSOLE
384802104GWWGRAINGER W W INC$70,5190.00%74CommonSOLE
747525103QCOMQUALCOMM INC$66,5440.00%400CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$65,5000.00%1,091CommonSOLE
343498101FLOFLOWERS FOODS INC$65,2500.00%5,000CommonSOLE
125523100CITHE CIGNA GROUP$58,8030.00%204CommonSOLE
337738108FISVFISERV INC$58,0180.00%450CommonSOLE
N82405106STLASTELLANTIS N.V$57,3040.00%6,210CommonSOLE
453038408IMOIMPERIAL OIL LTD$57,1130.00%630CommonSOLE
464287184FXIISHARES TR$56,5670.00%1,375CommonSOLE
92204A405VFHVANGUARD WORLD FD$54,4650.00%415CommonSOLE
136385101CNQCANADIAN NAT RES LTD$53,7080.00%1,680CommonSOLE
896239100TRMBTRIMBLE INC$53,0730.00%650CommonSOLE
115637209BF/BBROWN FORMAN CORP$50,1520.00%1,852CommonSOLE
487836108KKELLANOVA$46,7510.00%570CommonSOLE
29364G103ETRENTERGY CORP NEW$46,5950.00%500CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$45,2050.00%500CommonSOLE
10554B104LNDBRASILAGRO COMPANHIA BRASILE$44,8950.00%11,571CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$44,3800.00%500CommonSOLE
97717W422EPIWISDOMTREE TR$44,2000.00%1,000CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$44,1670.00%628CommonSOLE
452327109ILMNILLUMINA INC$43,8760.00%462CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$42,1380.00%245CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$41,9350.00%1,275CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$41,7390.00%34CommonSOLE
922908751VBVANGUARD INDEX FDS$40,6850.00%160CommonSOLE
680665205OLNOLIN CORP$40,3590.00%1,615CommonSOLE
464287176TIPISHARES TR$38,9270.00%350CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$37,4560.00%400CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$37,3810.00%412CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$36,5670.00%955CommonSOLE
831865209AOSSMITH A O CORP$35,9710.00%490CommonSOLE
78464A763SDYSPDR SERIES TRUST$35,0130.00%250CommonSOLE
15135U109CVECENOVUS ENERGY INC$34,4780.00%2,031CommonSOLE
535555106LNNLINDSAY CORP$34,4370.00%245CommonSOLE
88579Y101MMM3M CO$34,1400.00%220CommonSOLE
737446104POSTPOST HLDGS INC$33,8560.00%315CommonSOLE
46138E651PIOINVESCO EXCH TRADED FD TR II$33,6710.00%750CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$32,3580.00%200CommonSOLE
031162100AMGNAMGEN INC$31,8890.00%113CommonSOLE
428291108HXLHEXCEL CORP NEW$31,3500.00%500CommonSOLE
N3168P101FERFERROVIAL SE$31,1750.00%532CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$30,7740.00%460CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$29,5990.00%620CommonSOLE
880770102TERTERADYNE INC$29,5930.00%215CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$28,8950.00%1,815CommonSOLE
33734X838FTRIFIRST TR EXCHANGE TRADED FD$28,7180.00%1,890CommonSOLE
038222105AMATAPPLIED MATLS INC$28,6640.00%140CommonSOLE
949746101WMT2WELLS FARGO CO NEW$28,4990.00%340CommonSOLE
464287523SOXXISHARES TR$28,4680.00%105CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$28,1500.00%337CommonSOLE
368736104GNRCGENERAC HLDGS INC$27,6210.00%165CommonSOLE
294429105EFXEQUIFAX INC$26,9360.00%105CommonSOLE
H2927K103AMRZAMRIZE LTD$25,4990.00%529CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$25,2630.00%158CommonSOLE
911363109URIUNITED RENTALS INC$23,8660.00%25CommonSOLE
65249B109NWSANEWS CORP NEW$23,0940.00%752CommonSOLE
345370860FFORD MTR CO$22,3170.00%1,866CommonSOLE
06652K103BKUBANKUNITED INC$22,1330.00%580CommonSOLE
68634K106ORLAORLA MNG LTD NEW$21,8790.00%2,029CommonSOLE
745867101PHMPULTE GROUP INC$20,3480.00%154CommonSOLE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$20,1410.00%480CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$20,1120.00%305CommonSOLE
464287226AGGISHARES TR$20,0500.00%200CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$18,6120.00%74CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$18,3810.00%1,436CommonSOLE
053611109AVYAVERY DENNISON CORP$18,3250.00%113CommonSOLE
816851109SRESEMPRA$17,9960.00%200CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$16,7430.00%117CommonSOLE
92556V106VTRSVIATRIS INC$15,4740.00%1,563CommonSOLE
26210C104DBXDROPBOX INC$15,1050.00%500CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14,8260.00%88CommonSOLE
07831C103BRBRBELLRING BRANDS INC$14,5040.00%399CommonSOLE
07725L102ONCBEONE MEDICINES LTD$13,9690.00%41CommonSOLE
217204106CPRTCOPART INC$13,4910.00%300CommonSOLE
46435G334EWUISHARES TR$12,5910.00%300CommonSOLE
04335A105ARVNARVINAS INC$12,5580.00%1,474CommonSOLE
880191101EMFTEMPLETON EMERGING MKTS FD$12,5550.00%750CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$11,5730.00%260CommonSOLE
69047Q102OVVOVINTIV INC$10,8620.00%269CommonSOLE
92204A306VDEVANGUARD WORLD FD$10,6980.00%85CommonSOLE
40412C101HCAHCA HEALTHCARE INC$10,6550.00%25CommonSOLE
929740108WABWABTEC$10,4240.00%52CommonSOLE
537008104LFUSLITTELFUSE INC$10,3600.00%40CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$10,3260.00%300CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$10,0010.00%120CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$9,8380.00%186CommonSOLE
46429B663HDVISHARES TR$9,7960.00%80CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$9,5520.00%109CommonSOLE
34959J108FTVFORTIVE CORP$8,9650.00%183CommonSOLE
34959E109FTNTFORTINET INC$8,6600.00%103CommonSOLE
009066101ABNBAIRBNB INC$8,4990.00%70CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$8,2290.00%650CommonSOLE
89400J107TRUTRANSUNION$8,2100.00%98CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$8,1080.00%270CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7,8800.00%80CommonSOLE
45168D104IDXXIDEXX LABS INC$7,6670.00%12CommonSOLE
G0084W101ADNTADIENT PLC$7,5370.00%313CommonSOLE
303250104FICOFAIR ISAAC CORP$7,4830.00%5CommonSOLE
871607107SNPSSYNOPSYS INC$7,4010.00%15CommonSOLE
00773T101ASIXADVANSIX INC$7,3450.00%379CommonSOLE
056752108BIDUBAIDU INC$7,1160.00%54CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$6,6990.00%343CommonSOLE
127537207CDZICADIZ INC$6,4480.00%1,366CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$6,4370.00%187CommonSOLE
872590104TMUST-MOBILE US INC$5,9850.00%25CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$5,0900.00%270CommonSOLE
012653101ALBALBEMARLE CORP$4,2970.00%53CommonSOLE
384747101GRALGRAIL INC$4,1390.00%70CommonSOLE
450913108IAGIAMGOLD CORP$3,6810.00%285CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$3,3940.00%150CommonSOLE
577081102MATMATTEL INC$3,3660.00%200CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$3,2030.00%60CommonSOLE
640491106NEOGNEOGEN CORP$3,1630.00%554CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$3,0970.00%10CommonSOLE
750940108RALRALLIANT CORP$2,6680.00%61CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$2,4450.00%167CommonSOLE
90353W103UIUBIQUITI INC$1,9820.00%3CommonSOLE
G72800108PRTAPROTHENA CORP PLC$1,9420.00%199CommonSOLE
654902204NOKNOKIA CORP$1,7700.00%368CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$1,7130.00%300CommonSOLE
163851108CCCHEMOURS CO$1,6320.00%103CommonSOLE
92189F106GDXVANECK ETF TRUST$1,5280.00%20CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$1,4570.00%1,200CommonSOLE
922908363VOOVANGUARD INDEX FDS$1,2250.00%2CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG$1,0020.00%300CommonSOLE
92189F643MOATVANECK ETF TRUST$9910.00%10CommonSOLE
157210105CEVACEVA INC$9770.00%37CommonSOLE
668771108GENGEN DIGITAL INC$8520.00%30CommonSOLE
57638P104MBCMASTERBRAND INC$7900.00%60CommonSOLE
92204A504VHTVANGUARD WORLD FD$7790.00%3CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$7340.00%17CommonSOLE
29082K105EMBCEMBECTA CORP$6210.00%44CommonSOLE
72765Q882PLGPLATINUM GROUP METALS LTD$5750.00%220CommonSOLE
Y62267409NMMNAVIOS MARITIME PARTNERS L P$4500.00%10CommonSOLE
83444M101SOLVSOLVENTUM CORP$3650.00%5CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$2590.00%22CommonSOLE
256163106DOCUDOCUSIGN INC$2160.00%3CommonSOLE
08862E109BYNDBEYOND MEAT INC$1610.00%85CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$1030.00%9CommonSOLE
80880W205SCLXSCILEX HOLDING CO$980.00%5CommonSOLE
M8T80P204NEXNNEXXEN INTL LTD$370.00%4CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$80.00%1CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.