MondegarAI
Evelyn Partners Investment Management LLP

Q2 2025 · 13F-HR/A

Evelyn Partners Investment Management LLPholdings as filed

Filed 2025-11-26 · accession 0001420506-25-003504

$3.27B
Reported value
415
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$330.9M10.1%665,330CommonSOLE
023135106AMZNAMAZON COM INC$259.8M7.94%1,184,060CommonSOLE
02079K305GOOGLALPHABET INC$201.6M6.16%1,143,713CommonSOLE
67066G104NVDANVIDIA CORPORATION$134.0M4.10%847,856CommonSOLE
92826C839VVISA INC$125.6M3.84%353,888CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$119.2M3.65%245,347CommonSOLE
G25508105CRHCRH PLC$102.0M3.12%1,111,432CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$100.7M3.08%444,497CommonSOLE
863667101SYKSTRYKER CORPORATION$99.3M3.04%251,099CommonSOLE
037833100AAPLAPPLE INC$85.6M2.62%417,383CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$80.6M2.46%277,925CommonSOLE
H1467J104CBCHUBB LIMITED$71.7M2.19%247,638CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$67.4M2.06%11,645CommonSOLE
30303M102METAMETA PLATFORMS INC$66.4M2.03%89,947CommonSOLE
98978V103ZTSZOETIS INC$63.4M1.94%406,739CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$56.5M1.73%181,060CommonSOLE
191216100KOCOCA COLA CO$55.0M1.68%776,903CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$43.4M1.33%106,930CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$39.5M1.21%70,224CommonSOLE
78409V104SPGIS&P GLOBAL INC$39.3M1.20%74,443CommonSOLE
G54950103LINLINDE PLC$38.4M1.18%81,921CommonSOLE
631103108NDAQNASDAQ INC$37.2M1.14%416,447CommonSOLE
580135101MCDMCDONALDS CORP$35.3M1.08%120,935CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$33.6M1.03%778,678CommonSOLE
053332102AZOAUTOZONE INC$33.5M1.03%9,035CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$33.2M1.02%46,920CommonSOLE
45167R104IEXIDEX CORP$31.1M0.95%177,001CommonSOLE
060505104BACBANK AMERICA CORP$29.7M0.91%627,342CommonSOLE
N3167Y103RACEFERRARI N V$29.7M0.91%60,521CommonSOLE
02079K107GOOGALPHABET INC$27.0M0.83%152,350CommonSOLE
235851102DHRDANAHER CORPORATION$25.4M0.78%128,346CommonSOLE
65339F101NEENEXTERA ENERGY INC$25.3M0.77%364,494CommonSOLE
931142103WMTWALMART INC$24.6M0.75%251,721CommonSOLE
872540109TJXTJX COS INC NEW$24.2M0.74%196,078CommonSOLE
478160104JNJJOHNSON & JOHNSON$23.4M0.72%153,127CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$22.8M0.70%758,413CommonSOLE
09260D107BXBLACKSTONE INC$22.8M0.70%152,562CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$22.4M0.68%74,797CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$22.3M0.68%39,276CommonSOLE
G17977110BURBURFORD CAP LTD$21.9M0.67%1,870,060CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$21.1M0.65%38,851CommonSOLE
742718109PGPROCTER AND GAMBLE CO$21.0M0.64%131,780CommonSOLE
64110L106NFLXNETFLIX INC$20.2M0.62%15,090CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$19.0M0.58%86,177CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$18.7M0.57%157,207CommonSOLE
461202103INTUINTUIT$17.9M0.55%22,693CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$16.3M0.50%375,838CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$16.0M0.49%216,643CommonSOLE
166764100CVXCHEVRON CORP NEW$15.6M0.48%109,066CommonSOLE
254687106DISDISNEY WALT CO$15.3M0.47%123,550CommonSOLE
570535104MKLMARKEL GROUP INC$15.1M0.46%7,574CommonSOLE
651639106NEMNEWMONT CORP$11.9M0.36%204,162CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$11.8M0.36%54,265CommonSOLE
244199105DEDEERE & CO$10.2M0.31%20,009CommonSOLE
17275R102CSCOCISCO SYS INC$10.1M0.31%146,034CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.0M0.31%10,085CommonSOLE
609207105MDLZMONDELEZ INTL INC$9.7M0.30%143,656CommonSOLE
713448108PEPPEPSICO INC$9.6M0.29%72,596CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$9.6M0.29%31,104CommonSOLE
032095101APHAMPHENOL CORP NEW$8.8M0.27%89,500CommonSOLE
002824100ABTABBOTT LABS$8.7M0.27%63,987CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8.7M0.26%62,245CommonSOLE
G29183103ETNEATON CORP PLC$8.5M0.26%23,934CommonSOLE
12572Q105CMECME GROUP INC$7.6M0.23%27,405CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.5M0.23%69,846CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.4M0.23%36,271CommonSOLE
438516106HONHONEYWELL INTL INC$7.4M0.23%31,666CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$7.3M0.22%131,042CommonSOLE
79466L302CRMSALESFORCE INC$7.1M0.22%26,122CommonSOLE
74340W103PLDPROLOGIS INC.$6.6M0.20%62,310CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$6.5M0.20%22,723CommonSOLE
78463V107GLDSPDR GOLD TR$5.9M0.18%19,387CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$4.9M0.15%54,774CommonSOLE
040413205ANETARISTA NETWORKS INC$4.8M0.15%47,350CommonSOLE
780087102RYROYAL BK CDA$4.7M0.14%35,614CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.2M0.13%97,386CommonSOLE
00724F101ADBEADOBE INC$4.0M0.12%10,443CommonSOLE
532457108LLYELI LILLY & CO$4.0M0.12%5,113CommonSOLE
969457100WMBWILLIAMS COS INC$4.0M0.12%63,326CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.9M0.12%17,830CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.8M0.12%11,012CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.8M0.12%14,999CommonSOLE
806857108SLBSCHLUMBERGER LTD$3.5M0.11%102,143CommonSOLE
46090E103QQQINVESCO QQQ TR$3.3M0.10%5,995CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.2M0.10%69,112CommonSOLE
55354G100MSCIMSCI INC$3.2M0.10%5,610CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.1M0.10%34,415CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.1M0.10%5,059CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3.1M0.09%34,061CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$3.1M0.09%38,756CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.9M0.09%5,298CommonSOLE
42704L104HRIHERC HLDGS INC$2.9M0.09%21,738CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.8M0.08%5,450CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.8M0.08%9,350CommonSOLE
891160509TDTORONTO DOMINION BK ONT$2.6M0.08%35,899CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.6M0.08%15,295CommonSOLE
75513E101RTXRTX CORPORATION$2.6M0.08%17,742CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.5M0.08%33,790CommonSOLE
172967424CCITIGROUP INC$2.3M0.07%26,804CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.2M0.07%39,586CommonSOLE
88160R101TSLATESLA INC$2.1M0.07%6,705CommonSOLE
260003108DOVDOVER CORP$2.1M0.06%11,277CommonSOLE
82509L107SHOPSHOPIFY INC$2.0M0.06%17,742CommonSOLE
497266106KEXKIRBY CORP$2.0M0.06%17,640CommonSOLE
G3265R107APTVAPTIV PLC$1.9M0.06%28,540CommonSOLE
H50430232LOGILOGITECH INTL S A$1.9M0.06%21,339CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.9M0.06%6,050CommonSOLE
81762P102NOWSERVICENOW INC$1.9M0.06%1,801CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.8M0.06%5,251CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.8M0.06%1,735CommonSOLE
548661107LOWLOWES COS INC$1.8M0.06%8,210CommonSOLE
149123101CATCATERPILLAR INC$1.8M0.05%4,517CommonSOLE
654106103NKENIKE INC$1.7M0.05%24,226CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.7M0.05%2,186CommonSOLE
617446448MSMORGAN STANLEY$1.6M0.05%11,515CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.6M0.05%5,523CommonSOLE
369604301GEGE AEROSPACE$1.5M0.05%6,007CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.5M0.05%26,988CommonSOLE
717081103PFEPFIZER INC$1.4M0.04%59,710CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.4M0.04%43,362CommonSOLE
H01301128ALCALCON AG$1.4M0.04%15,416CommonSOLE
46429B747STIPISHARES TR$1.3M0.04%13,117CommonSOLE
09290D101BLKBLACKROCK INC$1.3M0.04%1,278CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$1.3M0.04%6,456CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.3M0.04%3,949CommonSOLE
780259305SHELSHELL PLC$1.2M0.04%17,297CommonSOLE
00206R102TAT&T INC$1.2M0.04%40,808CommonSOLE
882508104TXNTEXAS INSTRS INC$1.1M0.03%5,479CommonSOLE
464287200IVVISHARES TR$1.1M0.03%1,783CommonSOLE
464286392URTHISHARES INC$1.1M0.03%6,505CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.03%4,634CommonSOLE
904767704UNILEVER PLC$1.1M0.03%17,340CommonSOLE
58933Y105MRKMERCK & CO INC$1.0M0.03%13,200CommonSOLE
00287Y109ABBVABBVIE INC$978,7740.03%5,273CommonSOLE
H42097107UBSUBS GROUP AG$977,2630.03%28,866CommonSOLE
718172109PMPHILIP MORRIS INTL INC$940,8840.03%5,166CommonSOLE
13321L108CCJCAMECO CORP$883,1890.03%11,898CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$865,6980.03%33,928CommonSOLE
89151E109TTENTOTALENERGIES SE$836,8680.03%13,632CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$781,5960.02%2,353CommonSOLE
36828A101GEVGE VERNOVA INC$772,5590.02%1,460CommonSOLE
92338C103VLTOVERALTO CORP$752,9860.02%7,459CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$739,2780.02%2,412CommonSOLE
437076102HDHOME DEPOT INC$738,4130.02%2,014CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$705,5200.02%9,493CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$658,0720.02%11,411CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$644,5890.02%9,160CommonSOLE
29444U700EQIXEQUINIX INC$640,3530.02%805CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$628,9750.02%1,258CommonSOLE
48251W104KKRKKR & CO INC$617,2590.02%4,640CommonSOLE
G0403H108AONAON PLC$606,4920.02%1,700CommonSOLE
665859104NTRSNORTHERN TR CORP$581,9660.02%4,590CommonSOLE
92204A702VGTVANGUARD WORLD FD$579,0430.02%873CommonSOLE
285512109EAELECTRONIC ARTS INC$561,1860.02%3,514CommonSOLE
126408103CSXCSX CORP$556,2110.02%17,046CommonSOLE
988498101YUMYUM BRANDS INC$548,5620.02%3,702CommonSOLE
97717W521OPPJWISDOMTREE TR$542,8060.02%14,847CommonSOLE
98419M100XYLXYLEM INC$539,4310.02%4,170CommonSOLE
16411R208LNGCHENIERE ENERGY INC$535,7440.02%2,200CommonSOLE
02209S103MOALTRIA GROUP INC$534,2370.02%9,112CommonSOLE
571903202MARMARRIOTT INTL INC NEW$521,0110.02%1,907CommonSOLE
464287655IWMISHARES TR$516,8170.02%2,395CommonSOLE
097023105BABOEING CO$505,1770.02%2,411CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$496,4490.02%4,622CommonSOLE
579780206MKCMCCORMICK & CO INC$471,6000.01%6,220CommonSOLE
518439104ELLAUDER ESTEE COS INC$470,4180.01%5,822CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$469,5300.01%3,860CommonSOLE
G8473T100STESTERIS PLC$394,9220.01%1,644CommonSOLE
127097103CTRACOTERRA ENERGY INC$385,1670.01%15,176CommonSOLE
00326A104SGOLETFS GOLD TR$372,6450.01%11,815CommonSOLE
G5960L103MDTMEDTRONIC PLC$366,4630.01%4,204CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$323,1970.01%3,060CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$320,2990.01%4,509CommonSOLE
20825C104COPCONOCOPHILLIPS$319,5640.01%3,561CommonSOLE
855244109SBUXSTARBUCKS CORP$319,0560.01%3,482CommonSOLE
046353108AZNNASTRAZENECA PLC$293,3560.01%4,198CommonSOLE
958102105WDCWESTERN DIGITAL CORP$283,7960.01%4,435CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$281,9520.01%6,091CommonSOLE
052769106ADSKAUTODESK INC$271,8020.01%878CommonSOLE
020002101ALLALLSTATE CORP$270,1580.01%1,342CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$268,8730.01%3,920CommonSOLE
857477103STTSTATE STR CORP$261,0650.01%2,455CommonSOLE
291011104EMREMERSON ELEC CO$259,7270.01%1,948CommonSOLE
90138F102TWLOTWILIO INC$248,7200.01%2,000CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$246,9930.01%3,187CommonSOLE
464287234EEMISHARES TR$243,6120.01%5,050CommonSOLE
456788108INFYINFOSYS LTD$233,4780.01%12,600CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$230,3210.01%2,594CommonSOLE
063671101BMOBANK MONTREAL QUE$228,9050.01%2,064CommonSOLE
001084102AGCOAGCO CORP$227,9840.01%2,210CommonSOLE
22052L104CTVACORTEVA INC$227,6890.01%3,055CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$220,5220.01%3,985CommonSOLE
458140100INTCINTEL CORP$218,6240.01%9,760CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$218,1880.01%2,655CommonSOLE
06849F108BBARRICK MNG CORP$217,4280.01%10,436CommonSOLE
670100205NVONOVO-NORDISK A S$216,7920.01%3,141CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$216,1710.01%1,682CommonSOLE
902973304USBUS BANCORP DEL$213,5800.01%4,720CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$206,7910.01%1,262CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$194,9340.01%5,200CommonSOLE
20030N101CMCSACOMCAST CORP NEW$193,4750.01%5,421CommonSOLE
68389X105ORCLORACLE CORP$192,3940.01%880CommonSOLE
58733R102MELIMERCADOLIBRE INC$190,7950.01%73CommonSOLE
228368106CCKCROWN HLDGS INC$180,2150.01%1,750CommonSOLE
G4766E116INDVINDIVIOR PLC$179,5920.01%12,184CommonSOLE
97717W851DXJWISDOMTREE TR$173,3480.01%1,517CommonSOLE
718546104PSXPHILLIPS 66$168,3320.01%1,411CommonSOLE
46434G103IEMGISHARES INC$165,0830.01%2,750CommonSOLE
D18190898DBDEUTSCHE BANK A G$163,1730.00%5,500CommonSOLE
45104G104IBNICICI BANK LIMITED$161,5060.00%4,801CommonSOLE
11135F101AVGOBROADCOM INC$150,2290.00%545CommonSOLE
94106L109WMWASTE MGMT INC DEL$148,7330.00%650CommonSOLE
806407102HSICHENRY SCHEIN INC$148,7300.00%2,036CommonSOLE
370334104GISGENERAL MLS INC$147,4510.00%2,846CommonSOLE
N07059210ASMLASML HOLDING N V$145,8530.00%182CommonSOLE
871829107SYYSYSCO CORP$143,9060.00%1,900CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$139,2770.00%550CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$133,7700.00%500CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$131,0690.00%283CommonSOLE
929236107WDFCWD 40 CO$130,0110.00%570CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$129,8740.00%1,392CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$125,8100.00%2,245CommonSOLE
126650100CVSCVS HEALTH CORP$124,1640.00%1,800CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$123,1190.00%955CommonSOLE
67077M108NTRNUTRIEN LTD$120,4770.00%2,066CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$120,2870.00%2,432CommonSOLE
219350105GLWCORNING INC$116,7500.00%2,220CommonSOLE
278865100ECLECOLAB INC$116,3980.00%432CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$116,0510.00%1,172CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$115,7850.00%4,500CommonSOLE
512807306LRCXLAM RESEARCH CORP$112,9140.00%1,160CommonSOLE
05464C101AXONAXON ENTERPRISE INC$109,2880.00%132CommonSOLE
184496107CLHCLEAN HARBORS INC$106,3430.00%460CommonSOLE
058498106BALLBALL CORP$105,2250.00%1,876CommonSOLE
115637209BF/BBROWN FORMAN CORP$103,8460.00%3,859CommonSOLE
260557103DOWDOW INC$103,8280.00%3,921CommonSOLE
22822V101CCICROWN CASTLE INC$97,5940.00%950CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$96,6230.00%2,300CommonSOLE
500754106KHCKRAFT HEINZ CO$92,5650.00%3,585CommonSOLE
35137L105FOXAFOX CORP$91,9060.00%1,640CommonSOLE
922280102VRNSVARONIS SYS INC$91,3500.00%1,800CommonSOLE
464288182AAXJISHARES TR$90,8820.00%1,100CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$90,3560.00%737CommonSOLE
941848103WATWATERS CORP$87,2600.00%250CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$86,5930.00%407CommonSOLE
615369105MCOMOODYS CORP$85,2700.00%170CommonSOLE
375558103GILDGILEAD SCIENCES INC$84,9260.00%766CommonSOLE
66987V109NVSNOVARTIS AG$84,7070.00%700CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$83,0030.00%444CommonSOLE
46434G822EWJISHARES INC$82,4670.00%1,100CommonSOLE
31428X106FDXFEDEX CORP$81,8320.00%360CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$81,5230.00%250CommonSOLE
171779309CIENCIENA CORP$81,3300.00%1,000CommonSOLE
343498101FLOFLOWERS FOODS INC$79,9000.00%5,000CommonSOLE
337738108FISVFISERV INC$77,5850.00%450CommonSOLE
384802104GWWGRAINGER W W INC$76,9780.00%74CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$75,6690.00%1,873CommonSOLE
H11356104BGBUNGE GLOBAL SA$75,4630.00%940CommonSOLE
464286665EPPISHARES INC$74,0550.00%1,500CommonSOLE
369550108GDGENERAL DYNAMICS CORP$73,4980.00%252CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$72,6490.00%1,091CommonSOLE
055622104BPBP PLC$71,2930.00%2,382CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$70,6240.00%903CommonSOLE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$70,6100.00%2,875CommonSOLE
33734G108FRIFIRST TR EXCHANGE-TRADED FD$68,9780.00%2,550CommonSOLE
125523100CITHE CIGNA GROUP$67,4380.00%204CommonSOLE
N82405106STLASTELLANTIS N.V$66,2950.00%6,610CommonSOLE
922908769VTIVANGUARD INDEX FDS$65,3450.00%215CommonSOLE
747525103QCOMQUALCOMM INC$63,7040.00%400CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$63,2320.00%1,300CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$62,6120.00%201CommonSOLE
37045V100GMGENERAL MTRS CO$61,6600.00%1,253CommonSOLE
92204A306VDEVANGUARD WORLD FD$58,1310.00%488CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$57,8390.00%510CommonSOLE
922908629VOVANGUARD INDEX FDS$57,6450.00%206CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$55,5670.00%385CommonSOLE
G87052109TELTE CONNECTIVITY PLC$54,8180.00%325CommonSOLE
G491BT108IVZINVESCO LTD$54,7220.00%3,470CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$54,5220.00%300CommonSOLE
136385101CNQCANADIAN NAT RES LTD$52,8420.00%1,680CommonSOLE
464287184FXIISHARES TR$50,5450.00%1,375CommonSOLE
10554B104LNDBRASILAGRO COMPANHIA BRASILE$50,1000.00%13,081CommonSOLE
453038408IMOIMPERIAL OIL LTD$50,0860.00%630CommonSOLE
009066101ABNBAIRBNB INC$49,4950.00%374CommonSOLE
896239100TRMBTRIMBLE INC$49,3870.00%650CommonSOLE
452327109ILMNILLUMINA INC$49,3270.00%517CommonSOLE
97717W422EPIWISDOMTREE TR$47,4700.00%1,000CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$46,6920.00%450CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$46,3600.00%500CommonSOLE
487836108KKELLANOVA$45,3320.00%570CommonSOLE
15135U109CVECENOVUS ENERGY INC$43,4400.00%3,190CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$42,7130.00%1,275CommonSOLE
29364G103ETRENTERGY CORP NEW$41,5600.00%500CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$41,4000.00%500CommonSOLE
294429105EFXEQUIFAX INC$39,9430.00%154CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$39,9400.00%34CommonSOLE
464287176TIPISHARES TR$38,5140.00%350CommonSOLE
922908751VBVANGUARD INDEX FDS$37,9170.00%160CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$37,7200.00%245CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$37,5130.00%412CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$36,3560.00%400CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$35,8220.00%955CommonSOLE
535555106LNNLINDSAY CORP$35,3410.00%245CommonSOLE
038222105AMATAPPLIED MATLS INC$34,7830.00%190CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$34,7660.00%245CommonSOLE
737446104POSTPOST HLDGS INC$34,3440.00%315CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$34,0170.00%337CommonSOLE
78464A763SDYSPDR SERIES TRUST$33,9330.00%250CommonSOLE
46138E651PIOINVESCO EXCH TRADED FD TR II$33,5030.00%750CommonSOLE
88579Y101MMM3M CO$33,4930.00%220CommonSOLE
680665205OLNOLIN CORP$32,4450.00%1,615CommonSOLE
831865209AOSSMITH A O CORP$32,1290.00%490CommonSOLE
031162100AMGNAMGEN INC$31,5510.00%113CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$30,0610.00%460CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$28,6180.00%628CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$28,6130.00%620CommonSOLE
N3168P101FERFERROVIAL SE$28,4990.00%532CommonSOLE
428291108HXLHEXCEL CORP NEW$28,2450.00%500CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$27,3660.00%158CommonSOLE
949746101WMT2WELLS FARGO CO NEW$27,2410.00%340CommonSOLE
33734X838FTRIFIRST TR EXCHANGE TRADED FD$26,8950.00%1,890CommonSOLE
H2927K103AMRZAMRIZE LTD$26,4000.00%529CommonSOLE
464287523SOXXISHARES TR$25,0640.00%105CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$24,8300.00%305CommonSOLE
69047Q102OVVOVINTIV INC$23,5530.00%619CommonSOLE
07831C103BRBRBELLRING BRANDS INC$23,1140.00%399CommonSOLE
65249B109NWSANEWS CORP NEW$22,3490.00%752CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$22,2500.00%1,250CommonSOLE
06652K103BKUBANKUNITED INC$20,6420.00%580CommonSOLE
68634K106ORLAORLA MNG LTD NEW$20,3980.00%2,029CommonSOLE
37954Y871URAGLOBAL X FDS$20,3750.00%525CommonSOLE
345370860FFORD MTR CO$20,2460.00%1,866CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$20,0920.00%1,815CommonSOLE
464287226AGGISHARES TR$19,8400.00%200CommonSOLE
053611109AVYAVERY DENNISON CORP$19,8280.00%113CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$19,5580.00%1,436CommonSOLE
880770102TERTERADYNE INC$19,3330.00%215CommonSOLE
911363109URIUNITED RENTALS INC$18,8350.00%25CommonSOLE
745867101PHMPULTE GROUP INC$16,2410.00%154CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$16,1450.00%88CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$16,0760.00%117CommonSOLE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$15,6910.00%480CommonSOLE
871607107SNPSSYNOPSYS INC$15,3800.00%30CommonSOLE
816851109SRESEMPRA$15,1540.00%200CommonSOLE
92556V106VTRSVIATRIS INC$14,9490.00%1,674CommonSOLE
217204106CPRTCOPART INC$14,7210.00%300CommonSOLE
26210C104DBXDROPBOX INC$14,3000.00%500CommonSOLE
81141R100SESEA LTD$13,5950.00%85CommonSOLE
550021109LULULULULEMON ATHLETICA INC$13,0670.00%55CommonSOLE
40412C101HCAHCA HEALTHCARE INC$11,4930.00%30CommonSOLE
92204A405VFHVANGUARD WORLD FD$11,4570.00%90CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$11,3290.00%270CommonSOLE
880191101EMFTEMPLETON EMERGING MKTS FD$10,9430.00%750CommonSOLE
929740108WABWABTEC$10,8860.00%52CommonSOLE
04335A105ARVNARVINAS INC$10,8490.00%1,474CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$10,4760.00%109CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$10,2580.00%820CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$10,0980.00%260CommonSOLE
07725L102ONCBEONE MEDICINES LTD$9,9250.00%41CommonSOLE
34959J108FTVFORTIVE CORP$9,5400.00%183CommonSOLE
303250104FICOFAIR ISAAC CORP$9,1400.00%5CommonSOLE
537008104LFUSLITTELFUSE INC$9,0690.00%40CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$9,0580.00%186CommonSOLE
00773T101ASIXADVANSIX INC$9,0010.00%379CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$8,9050.00%300CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$8,7160.00%120CommonSOLE
89400J107TRUTRANSUNION$8,6240.00%98CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7,2970.00%80CommonSOLE
45168D104IDXXIDEXX LABS INC$6,4360.00%12CommonSOLE
115236101BROBROWN & BROWN INC$6,3200.00%57CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$6,1300.00%187CommonSOLE
G0084W101ADNTADIENT PLC$6,0910.00%313CommonSOLE
872590104TMUST-MOBILE US INC$5,9570.00%25CommonSOLE
640491106NEOGNEOGEN CORP$4,7800.00%1,000CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$4,6410.00%405CommonSOLE
056752108BIDUBAIDU INC$4,6310.00%54CommonSOLE
127537207CDZICADIZ INC$4,0840.00%1,366CommonSOLE
577081102MATMATTEL INC$3,9440.00%200CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$3,7850.00%270CommonSOLE
384747101GRALGRAIL INC$3,5990.00%70CommonSOLE
012653101ALBALBEMARLE CORP$3,3220.00%53CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$3,2010.00%10CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$3,0890.00%60CommonSOLE
750940108RALRALLIANT CORP$2,9090.00%60CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$2,5970.00%150CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$2,5820.00%167CommonSOLE
92942W107KLGWK KELLOGG CO$2,2630.00%142CommonSOLE
654902204NOKNOKIA CORP$1,9060.00%368CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$1,6230.00%1,200CommonSOLE
90353W103UIUBIQUITI INC$1,2350.00%3CommonSOLE
G72800108PRTAPROTHENA CORP PLC$1,2080.00%199CommonSOLE
163851108CCCHEMOURS CO$1,1790.00%103CommonSOLE
922908363VOOVANGUARD INDEX FDS$1,1360.00%2CommonSOLE
92189F106GDXVANECK ETF TRUST$1,0410.00%20CommonSOLE
92189F643MOATVANECK ETF TRUST$9380.00%10CommonSOLE
668771108GENGEN DIGITAL INC$8820.00%30CommonSOLE
157210105CEVACEVA INC$8130.00%37CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$8040.00%300CommonSOLE
92204A504VHTVANGUARD WORLD FD$7450.00%3CommonSOLE
29082K105EMBCEMBECTA CORP$7170.00%74CommonSOLE
57638P104MBCMASTERBRAND INC$6560.00%60CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG$6240.00%300CommonSOLE
83444M101SOLVSOLVENTUM CORP$3790.00%5CommonSOLE
Y62267409NMMNAVIOS MARITIME PARTNERS L P$3770.00%10CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3750.00%17CommonSOLE
72765Q882PLGPLATINUM GROUP METALS LTD$3350.00%220CommonSOLE
08862E109BYNDBEYOND MEAT INC$2970.00%85CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$2830.00%5CommonSOLE
256163106DOCUDOCUSIGN INC$2340.00%3CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$2270.00%22CommonSOLE
68622V106OGNORGANON & CO$1060.00%11CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$900.00%9CommonSOLE
M8T80P204NEXNNEXXEN INTL LTD$420.00%4CommonSOLE
80880W205SCLXSCILEX HOLDING CO$290.00%5CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$60.00%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.