MondegarAI
Evelyn Partners Investment Management Services Ltd

Q2 2025 · 13F-HR/A

Evelyn Partners Investment Management Services Ltdholdings as filed

Filed 2025-11-26 · accession 0001420506-25-003503

$666.0M
Reported value
264
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$50.7M7.61%101,909CommonSOLE
023135106AMZNAMAZON COM INC$35.5M5.34%162,027CommonSOLE
92826C839VVISA INC$32.0M4.81%90,205CommonSOLE
02079K305GOOGLALPHABET INC$30.7M4.60%173,958CommonSOLE
863667101SYKSTRYKER CORPORATION$25.9M3.89%65,475CommonSOLE
67066G104NVDANVIDIA CORPORATION$23.1M3.47%146,230CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$21.4M3.21%43,966CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$17.6M2.64%3,039CommonSOLE
254687106DISDISNEY WALT CO$17.5M2.63%141,436CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$17.3M2.60%56,055CommonSOLE
30303M102METAMETA PLATFORMS INC$17.1M2.57%23,184CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17.0M2.56%24,075CommonSOLE
478160104JNJJOHNSON & JOHNSON$15.5M2.33%101,613CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$15.2M2.28%67,140CommonSOLE
H1467J104CBCHUBB LIMITED$14.6M2.20%50,533CommonSOLE
580135101MCDMCDONALDS CORP$13.7M2.05%46,816CommonSOLE
037833100AAPLAPPLE INC$11.9M1.79%58,176CommonSOLE
G25508105CRHCRH PLC$11.5M1.73%125,643CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$11.4M1.71%28,103CommonSOLE
609207105MDLZMONDELEZ INTL INC$11.3M1.70%168,246CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$10.7M1.60%19,015CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10.5M1.57%19,298CommonSOLE
040413205ANETARISTA NETWORKS INC$9.4M1.41%92,090CommonSOLE
461202103INTUINTUIT$9.0M1.35%11,389CommonSOLE
98978V103ZTSZOETIS INC$9.0M1.35%57,460CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$8.1M1.22%90,411CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$8.0M1.20%87,707CommonSOLE
713448108PEPPEPSICO INC$7.4M1.11%56,128CommonSOLE
00724F101ADBEADOBE INC$7.3M1.09%18,758CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$6.8M1.03%53,292CommonSHARED
742718109PGPROCTER AND GAMBLE CO$6.8M1.02%42,477CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.5M0.97%21,660CommonSOLE
351858105FNVFRANCO NEV CORP$6.2M0.93%37,682CommonSOLE
579780206MKCMCCORMICK & CO INC$5.8M0.87%76,779CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.6M0.85%19,421CommonSOLE
46090E103QQQINVESCO QQQ TR$5.5M0.83%10,000CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$5.4M0.82%180,937CommonSOLE
78409V104SPGIS&P GLOBAL INC$5.4M0.81%10,202CommonSOLE
941848103WATWATERS CORP$5.4M0.81%15,408CommonSHARED
G54950103LINLINDE PLC$4.9M0.74%10,507CommonSOLE
191216100KOCOCA COLA CO$4.7M0.71%66,737CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$4.6M0.69%106,399CommonSOLE
053332102AZOAUTOZONE INC$4.5M0.67%1,206CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.9M0.59%52,857CommonSOLE
78463V107GLDSPDR GOLD TR$3.7M0.56%12,268CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$3.7M0.56%16,984CommonSOLE
512807306LRCXLAM RESEARCH CORP$3.6M0.54%36,873CommonSOLE
631103108NDAQNASDAQ INC$3.3M0.50%37,086CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$3.1M0.47%121,170CommonSHARED
45167R104IEXIDEX CORP$2.7M0.41%15,412CommonSOLE
92189F106GDXVANECK ETF TRUST$2.3M0.35%44,426CommonSHARED
579780107MKC/VMCCORMICK & CO INC$2.2M0.34%29,693CommonSOLE
872540109TJXTJX COS INC NEW$2.1M0.32%17,086CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.1M0.32%17,660CommonSOLE
060505104BACBANK AMERICA CORP$2.1M0.32%44,462CommonSOLE
285512109EAELECTRONIC ARTS INC$1.9M0.29%12,206CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.8M0.27%5,894CommonSOLE
G29183103ETNEATON CORP PLC$1.8M0.26%4,913CommonSOLE
74340W103PLDPROLOGIS INC.$1.7M0.26%16,580CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M0.26%5,522CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.7M0.25%3,373CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$1.7M0.25%20,378CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$1.6M0.24%7,904CommonSOLE
00326A104SGOLETFS GOLD TR$1.5M0.23%48,168CommonSHARED
651639106NEMNEWMONT CORP$1.5M0.22%25,647CommonSOLE
92204A306VDEVANGUARD WORLD FD$1.5M0.22%12,521CommonSHARED
02079K107GOOGALPHABET INC$1.4M0.21%8,001CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.3M0.20%6,044CommonSOLE
81762P102NOWSERVICENOW INC$1.3M0.19%1,237CommonSOLE
532457108LLYELI LILLY & CO$1.2M0.19%1,589CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.18%919CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.18%1,242CommonSOLE
931142103WMTWALMART INC$1.2M0.18%12,523CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.2M0.17%4,117CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.2M0.17%10,715CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.1M0.17%14,592CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.1M0.17%14,096CommonSOLE
37954Y871URAGLOBAL X FDS$1.1M0.17%28,502CommonSHARED
55354G100MSCIMSCI INC$1.1M0.16%1,855CommonSOLE
438516106HONHONEYWELL INTL INC$1.0M0.15%4,422CommonSOLE
09290D101BLKBLACKROCK INC$942,2270.14%898CommonSOLE
654106103NKENIKE INC$939,3620.14%13,223CommonSOLE
460146103IPINTERNATIONAL PAPER CO$911,4520.14%19,463CommonSOLE
79466L302CRMSALESFORCE INC$891,9690.13%3,271CommonSOLE
G4766E116INDVINDIVIOR PLC$854,7870.13%57,991CommonSOLE
06849F108BBARRICK MNG CORP$791,0410.12%37,968CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$778,8180.12%3,870CommonSOLE
806857108SLBSCHLUMBERGER LTD$774,1550.12%22,904CommonSOLE
032095101APHAMPHENOL CORP NEW$758,6960.11%7,683CommonSOLE
922908629VOVANGUARD INDEX FDS$743,5080.11%2,657CommonSOLE
369604301GEGE AEROSPACE$736,9080.11%2,863CommonSOLE
882508104TXNTEXAS INSTRS INC$646,1130.10%3,112CommonSOLE
12572Q105CMECME GROUP INC$627,8620.09%2,278CommonSOLE
075887109BDXBECTON DICKINSON & CO$606,3200.09%3,520CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$575,5050.09%2,250CommonSOLE
00287Y109ABBVABBVIE INC$551,6630.08%2,972CommonSOLE
780087102RYROYAL BK CDA$530,3400.08%4,021CommonSOLE
002824100ABTABBOTT LABS$478,0750.07%3,515CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$472,4720.07%10,899CommonSOLE
595112103MUMICRON TECHNOLOGY INC$456,1480.07%3,701CommonSOLE
N3167Y103RACEFERRARI N V$454,6540.07%927CommonSOLE
717081103PFEPFIZER INC$427,6450.06%17,642CommonSOLE
311900104FASTFASTENAL CO$400,5120.06%9,536CommonSOLE
922908363VOOVANGUARD INDEX FDS$374,9000.06%660CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$360,7020.05%1,966CommonSOLE
437076102HDHOME DEPOT INC$349,4080.05%953CommonSOLE
17275R102CSCOCISCO SYS INC$332,8850.05%4,798CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$332,1700.05%1,000CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$317,4640.05%4,286CommonSOLE
87261Y106TMCTMC THE METALS COMPANY INC$310,3390.05%47,021CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$306,0940.05%540CommonSOLE
05464C101AXONAXON ENTERPRISE INC$276,5320.04%334CommonSOLE
H42097107UBSUBS GROUP AG$274,2270.04%8,100CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$268,6630.04%6,209CommonSOLE
235851102DHRDANAHER CORPORATION$265,6910.04%1,345CommonSOLE
718172109PMPHILIP MORRIS INTL INC$263,9060.04%1,449CommonSOLE
244199105DEDEERE & CO$259,3300.04%510CommonSOLE
115236101BROBROWN & BROWN INC$253,4490.04%2,286CommonSOLE
75513E101RTXRTX CORPORATION$230,4200.03%1,578CommonSOLE
29444U700EQIXEQUINIX INC$225,9130.03%284CommonSOLE
922908769VTIVANGUARD INDEX FDS$225,5160.03%742CommonSHARED
88160R101TSLATESLA INC$217,2790.03%684CommonSOLE
860630102SFSTIFEL FINL CORP$215,8620.03%2,080CommonSOLE
052769106ADSKAUTODESK INC$197,8150.03%639CommonSOLE
94106L109WMWASTE MGMT INC DEL$177,5640.03%776CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$177,1740.03%516CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$173,7000.03%795CommonSOLE
11135F101AVGOBROADCOM INC$162,0820.02%588CommonSOLE
907818108UNPUNION PAC CORP$161,0560.02%700CommonSOLE
464288760ITAISHARES TR$154,8730.02%821CommonSOLE
747525103QCOMQUALCOMM INC$144,4490.02%907CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$144,1590.02%1,580CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$142,7540.02%10,420CommonSOLE
189054109CLXCLOROX CO DEL$136,2790.02%1,135CommonSOLE
65339F101NEENEXTERA ENERGY INC$134,6050.02%1,939CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$132,9600.02%937CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$130,5950.02%958CommonSOLE
166764100CVXCHEVRON CORP NEW$124,5750.02%870CommonSOLE
464287176TIPISHARES TR$110,0400.02%1,000CommonSHARED
42704L104HRIHERC HLDGS INC$105,6150.02%802CommonSOLE
36828A101GEVGE VERNOVA INC$102,1260.02%193CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$97,8280.01%390CommonSOLE
011532108AGIALAMOS GOLD INC NEW$96,4370.01%3,623CommonSOLE
032108664HACKAMPLIFY ETF TR$95,3520.01%1,104CommonSOLE
33737J224FKUFIRST TR EXCH TRD ALPHDX FD$93,8740.01%2,002CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$91,8290.01%420CommonSOLE
303250104FICOFAIR ISAAC CORP$87,7420.01%48CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$85,3550.01%862CommonSOLE
370334104GISGENERAL MLS INC$80,4090.01%1,552CommonSOLE
464288802SUSAISHARES TR$80,1060.01%632CommonSHARED
969457100WMBWILLIAMS COS INC$78,7640.01%1,254CommonSOLE
68389X105ORCLORACLE CORP$78,7070.01%360CommonSOLE
681919106OMCOMNICOM GROUP INC$74,9610.01%1,042CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$72,5350.01%1,480CommonSOLE
00206R102TAT&T INC$66,5330.01%2,299CommonSOLE
670100205NVONOVO-NORDISK A S$64,7410.01%938CommonSHARED
H01301128ALCALCON AG$63,3770.01%716CommonSOLE
22052L104CTVACORTEVA INC$61,4870.01%825CommonSOLE
58933Y105MRKMERCK & CO INC$60,0030.01%758CommonSOLE
336433107FSLRFIRST SOLAR INC$59,7600.01%361CommonSOLE
13321L108CCJCAMECO CORP$59,3840.01%800CommonSOLE
038222105AMATAPPLIED MATLS INC$59,3150.01%324CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$59,2820.01%128CommonSOLE
P31076105CPACOPA HOLDINGS SA$58,0640.01%528CommonSOLE
063671101BMOBANK MONTREAL QUE$55,4520.01%500CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$55,3180.01%260CommonSOLE
45784P101PODDINSULET CORP$54,9820.01%175CommonSOLE
904767704UNILEVER PLC$53,5240.01%875CommonSHARED
46817M107JXNJACKSON FINANCIAL INC$51,7650.01%583CommonSOLE
92204A702VGTVANGUARD WORLD FD$51,7360.01%78CommonSOLE
482480100KLACKLA CORP$50,1610.01%56CommonSOLE
N07059210ASMLASML HOLDING N V$47,2820.01%59CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$45,9660.01%510CommonSOLE
097023105BABOEING CO$45,8870.01%219CommonSOLE
D18190898DBDEUTSCHE BANK A G$42,4840.01%1,432CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$42,0520.01%1,272CommonSOLE
09260D107BXBLACKSTONE INC$41,5830.01%278CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$41,0120.01%220CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$40,6010.01%358CommonSOLE
518439104ELLAUDER ESTEE COS INC$40,4810.01%501CommonSOLE
009066101ABNBAIRBNB INC$38,6430.01%292CommonSOLE
857477103STTSTATE STR CORP$38,2820.01%360CommonSOLE
45168D104IDXXIDEXX LABS INC$34,8620.01%65CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$34,4110.01%210CommonSOLE
500767678KRBNKRANESHARES TRUST$32,7480.00%1,103CommonSOLE
921910725VSGXVANGUARD WORLD FD$31,8990.00%487CommonSHARED
33738R118TDIVFIRST TR EXCHANGE TRADED FD$31,5600.00%350CommonSOLE
29786A106ETSYETSY INC$28,4910.00%568CommonSOLE
26875P101EOGEOG RES INC$28,1080.00%235CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$28,0040.00%95CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$27,6820.00%480CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$27,4960.00%233CommonSOLE
97717W851DXJWISDOMTREE TR$26,5110.00%232CommonSOLE
464288810IHIISHARES TR$26,3090.00%420CommonSOLE
G5960L103MDTMEDTRONIC PLC$26,1510.00%300CommonSOLE
550021109LULULULULEMON ATHLETICA INC$26,1340.00%110CommonSOLE
617446448MSMORGAN STANLEY$26,0590.00%185CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$25,7840.00%200CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$24,4810.00%2,014CommonSOLE
149123101CATCATERPILLAR INC$24,4570.00%63CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$24,2910.00%300CommonSOLE
803054204SAPSAP SE$23,1120.00%76CommonSOLE
172967424CCITIGROUP INC$22,9820.00%270CommonSOLE
500754106KHCKRAFT HEINZ CO$21,9470.00%850CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$21,1120.00%400CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$20,9450.00%195CommonSOLE
032108557ETHOAMPLIFY ETF TR$20,9270.00%360CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$20,6790.00%59CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$20,0600.00%215CommonSOLE
988498101YUMYUM BRANDS INC$19,2630.00%130CommonSOLE
37954Y830COPXGLOBAL X FDS$18,2700.00%406CommonSOLE
025816109AXPAMERICAN EXPRESS CO$17,5440.00%55CommonSOLE
55955D100MGNIMAGNITE INC$16,9560.00%703CommonSOLE
92338C103VLTOVERALTO CORP$15,3440.00%152CommonSOLE
855244109SBUXSTARBUCKS CORP$14,3860.00%157CommonSOLE
046353108AZNNASTRAZENECA PLC$13,2770.00%190CommonSOLE
G3265R107APTVAPTIV PLC$13,1660.00%193CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$13,1420.00%185CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$12,8550.00%232CommonSOLE
780259305SHELSHELL PLC$12,5330.00%178CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$11,5000.00%1,142CommonSOLE
163851108CCCHEMOURS CO$11,1640.00%975CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$10,5030.00%250CommonSOLE
80105N105SNYSANOFI$9,5170.00%197CommonSOLE
04626A103ALABASTERA LABS INC$9,2230.00%102CommonSOLE
464287523SOXXISHARES TR$8,5930.00%36CommonSOLE
18482P103CLFDCLEARFIELD INC$8,4220.00%194CommonSOLE
60770K107MRNAMODERNA INC$8,3870.00%304CommonSOLE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$8,3690.00%256CommonSHARED
29355A107ENPHENPHASE ENERGY INC$8,2080.00%207CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$8,0450.00%480CommonSOLE
570535104MKLMARKEL GROUP INC$7,9890.00%4CommonSOLE
767204100RIORIO TINTO PLC$7,8750.00%135CommonSOLE
369550108GDGENERAL DYNAMICS CORP$7,5830.00%26CommonSOLE
088606108BHPBHP GROUP LTD$7,4540.00%155CommonSOLE
20825C104COPCONOCOPHILLIPS$6,7310.00%75CommonSOLE
92852X103VTSVITESSE ENERGY INC$6,6270.00%300CommonSOLE
248356107DNNDENISON MINES CORP$6,5200.00%3,563CommonSOLE
217204106CPRTCOPART INC$6,3790.00%130CommonSOLE
830566105SKAASKECHERS U S A INC$6,1210.00%97CommonSHARED
767292105RIOTRIOT PLATFORMS INC$5,6950.00%504CommonSOLE
29605J106ESABESAB CORPORATION$5,5450.00%46CommonSOLE
46138G847PBDINVESCO EXCH TRADED FD TR II$4,3600.00%346CommonSHARED
006212104ADXADAMS DIVERSIFIED EQUITY FD$4,2330.00%195CommonSOLE
G27907107DOLEDOLE PLC$3,9870.00%285CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$3,9310.00%343CommonSOLE
49177J102KVUEKENVUE INC$3,8510.00%184CommonSOLE
090043100BILLBILL HOLDINGS INC$3,7470.00%81CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$3,5060.00%72CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$2,9520.00%76CommonSOLE
594972408MSTRMICROSTRATEGY INC$2,8300.00%7CommonSOLE
15135U109CVECENOVUS ENERGY INC$2,7370.00%201CommonSHARED
921946885VWOBVANGUARD WHITEHALL FDS$1,7640.00%27CommonSOLE
904311107UAAUNDER ARMOUR INC$1,7140.00%251CommonSOLE
904311206UAUNDER ARMOUR INC$1,6350.00%252CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$1,5150.00%98CommonSOLE
194014502ENOVENOVIS CORPORATION$1,4430.00%46CommonSOLE
29082K105EMBCEMBECTA CORP$6780.00%70CommonSOLE
872590104TMUST-MOBILE US INC$4170.00%2CommonSHARED
15135U117CVE/WSCENOVUS ENERGY INC$1410.00%16CommonSHARED
92556V106VTRSVIATRIS INC$450.00%5CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$250.00%4CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$60.00%1CommonSOLE
59503A204MBOTMICROBOT MED INC$30.00%1CommonSHARED

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.