MondegarAI
Evelyn Partners Asset Management Ltd

Q2 2025 · 13F-HR/A

Evelyn Partners Asset Management Ltdholdings as filed

Filed 2025-11-26 · accession 0001420506-25-003506

$394.5M
Reported value
237
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$27.8M7.04%215,976CommonSHARED
78463V107GLDSPDR GOLD TR$24.2M6.13%79,307CommonSHARED
594918104MSFTMICROSOFT CORP$21.9M5.55%43,989CommonSHARED
02079K305GOOGLALPHABET INC$15.1M3.82%85,619CommonSHARED
023135106AMZNAMAZON COM INC$14.6M3.71%66,753CommonSHARED
92826C839VVISA INC$13.5M3.42%38,057CommonSHARED
863667101SYKSTRYKER CORPORATION$12.3M3.11%30,960CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$11.3M2.86%36,568CommonSHARED
254687106DISDISNEY WALT CO$11.0M2.78%88,442CommonSHARED
461202103INTUINTUIT$10.9M2.76%13,844CommonSHARED
53700T827DBMFLITMAN GREGORY FDS TR$9.7M2.46%376,897CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$9.4M2.39%16,785CommonSHARED
92189F106GDXVANECK ETF TRUST$9.4M2.39%180,763CommonSHARED
922042866VPLVANGUARD INTL EQUITY INDEX F$8.5M2.15%103,063CommonSHARED
053332102AZOAUTOZONE INC$8.4M2.14%2,273CommonSHARED
941848103WATWATERS CORP$8.4M2.13%24,117CommonSHARED
98978V103ZTSZOETIS INC$7.9M2.01%50,807CommonSHARED
00724F101ADBEADOBE INC$7.6M1.91%19,525CommonSHARED
92204A306VDEVANGUARD WORLD FD$7.1M1.81%59,841CommonSHARED
37954Y871URAGLOBAL X FDS$6.4M1.62%164,698CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$6.3M1.60%85,180CommonSHARED
00326A104SGOLETFS GOLD TR$6.3M1.59%198,705CommonSHARED
922908363VOOVANGUARD INDEX FDS$6.2M1.56%10,836CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$6.0M1.51%19,935CommonSHARED
N07059210ASMLASML HOLDING N V$5.8M1.46%7,210CommonSHARED
670100205NVONOVO-NORDISK A S$5.6M1.41%80,622CommonSHARED
904767704UNILEVER PLC$5.4M1.37%88,327CommonSHARED
464285204IAUISHARES GOLD TR$5.0M1.27%80,497CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$4.8M1.22%62,202CommonSHARED
922908629VOVANGUARD INDEX FDS$4.8M1.22%17,136CommonSHARED
464286392URTHISHARES INC$4.7M1.19%27,770CommonSHARED
759530108RELXRELX PLC$4.4M1.12%81,215CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.1M1.04%8,453CommonSHARED
30303M102METAMETA PLATFORMS INC$4.1M1.03%5,493CommonSHARED
742718109PGPROCTER AND GAMBLE CO$4.0M1.02%25,246CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.0M1.01%17,569CommonSHARED
67066G104NVDANVIDIA CORPORATION$3.5M0.90%22,426CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$3.3M0.85%5,398CommonSHARED
464287689IWVISHARES TR$2.8M0.72%8,078CommonSHARED
040413205ANETARISTA NETWORKS INC$2.6M0.65%25,152CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$2.5M0.64%27,589CommonSHARED
478160104JNJJOHNSON & JOHNSON$2.5M0.64%16,409CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$2.5M0.62%4,531CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$2.4M0.60%409CommonSHARED
H1467J104CBCHUBB LIMITED$2.3M0.58%7,858CommonSHARED
609207105MDLZMONDELEZ INTL INC$2.2M0.55%32,100CommonSHARED
25243Q205DEODIAGEO PLC$2.1M0.53%20,695CommonSHARED
580135101MCDMCDONALDS CORP$2.0M0.49%6,682CommonSHARED
464288257ACWIISHARES TR$1.9M0.49%14,928CommonSHARED
713448108PEPPEPSICO INC$1.8M0.46%13,858CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$1.7M0.44%2,458CommonSHARED
464287655IWMISHARES TR$1.7M0.44%8,043CommonSHARED
046353108AZNNASTRAZENECA PLC$1.5M0.39%22,131CommonSHARED
384637104GHCGRAHAM HLDGS CO$1.5M0.37%1,563CommonSHARED
037833100AAPLAPPLE INC$1.3M0.34%6,518CommonSHARED
922908769VTIVANGUARD INDEX FDS$1.2M0.30%3,849CommonSHARED
464287457SHYISHARES TR$1.1M0.29%13,790CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.27%2,611CommonSHARED
464287440IEFISHARES TR$1.0M0.26%10,740CommonSHARED
767204100RIORIO TINTO PLC$910,8810.23%15,616CommonSHARED
060505104BACBANK AMERICA CORP$900,4050.23%19,028CommonSHARED
17275R102CSCOCISCO SYS INC$885,3580.22%12,761CommonSHARED
921937835BNDVANGUARD BD INDEX FDS$696,0560.18%9,453CommonSHARED
78464A763SDYSPDR SERIES TRUST$681,7720.17%5,023CommonSHARED
46429B747STIPISHARES TR$618,7980.16%6,013CommonSHARED
02079K107GOOGALPHABET INC$581,3070.15%3,277CommonSHARED
22052L104CTVACORTEVA INC$571,7940.14%7,672CommonSHARED
595112103MUMICRON TECHNOLOGY INC$569,1690.14%4,618CommonSHARED
464287614IWFISHARES TR$530,7250.13%1,250CommonSHARED
191216100KOCOCA COLA CO$520,5080.13%7,357CommonSHARED
30231G102XOMEXXON MOBIL CORP$481,4350.12%4,466CommonSHARED
464287176TIPISHARES TR$458,5370.12%4,167CommonSHARED
351858105FNVFRANCO NEV CORP$443,6140.11%2,700CommonSHARED
464287200IVVISHARES TR$435,2510.11%701CommonSHARED
80105N105SNYSANOFI$430,1520.11%8,904CommonSHARED
46429B663HDVISHARES TR$387,1300.10%3,304CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$377,9830.10%4,200CommonSHARED
33733E302FDNFIRST TR EXCHANGE-TRADED FD$327,7750.08%1,217CommonSHARED
33734X192SKYYFIRST TR EXCHANGE TRADED FD$327,0900.08%2,689CommonSHARED
464287291IXNISHARES TR$321,5280.08%3,482CommonSHARED
65339F101NEENEXTERA ENERGY INC$302,1160.08%4,352CommonSHARED
89677Q107TCOMTRIP COM GROUP LTD$288,0400.07%4,912CommonSHARED
921932505VOOGVANGUARD ADMIRAL FDS INC$285,5090.07%720CommonSHARED
64110L106NFLXNETFLIX INC$281,2170.07%210CommonSHARED
G9618E107WTMWHITE MTNS INS GROUP LTD$276,5410.07%154CommonSHARED
00287Y109ABBVABBVIE INC$276,2030.07%1,488CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$260,5060.07%5,267CommonSHARED
57686G105MATXMATSON INC$256,1050.06%2,300CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$254,7500.06%1,049CommonSHARED
33734X846CIBRFIRST TR EXCHANGE TRADED FD$254,0240.06%3,361CommonSHARED
464287721IYWISHARES TR$250,8950.06%1,448CommonSHARED
808524607SCHASCHWAB STRATEGIC TR$224,1070.06%8,858CommonSHARED
654106103NKENIKE INC$215,1090.05%3,028CommonSHARED
81762P102NOWSERVICENOW INC$213,8410.05%208CommonSHARED
46434G822EWJISHARES INC$206,1680.05%2,750CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$205,5460.05%709CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$202,6230.05%990CommonSHARED
75513E101RTXRTX CORPORATION$192,3080.05%1,317CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$181,4060.05%3,182CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$172,9150.04%2,521CommonSHARED
464288661IEIISHARES TR$169,9410.04%1,427CommonSHARED
464286665EPPISHARES INC$157,9840.04%3,200CommonSHARED
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$150,5050.04%4,604CommonSHARED
464287598IWDISHARES TR$145,0900.04%747CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$140,5430.04%555CommonSHARED
09260D107BXBLACKSTONE INC$138,3620.04%925CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$129,7000.03%1,250CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$123,7430.03%125CommonSHARED
92189F726BBHVANECK ETF TRUST$123,3900.03%805CommonSHARED
260557103DOWDOW INC$120,2990.03%4,543CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$119,3050.03%383CommonSHARED
92189F700MOOVANECK ETF TRUST$93,7920.02%1,274CommonSHARED
617446448MSMORGAN STANLEY$91,9820.02%653CommonSHARED
79466L302CRMSALESFORCE INC$85,3520.02%313CommonSHARED
92206C102VGSHVANGUARD SCOTTSDALE FDS$84,8780.02%1,444CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$83,4790.02%455CommonSHARED
285512109EAELECTRONIC ARTS INC$81,4470.02%510CommonSHARED
92206C706VGITVANGUARD SCOTTSDALE FDS$78,6500.02%1,315CommonSHARED
921910725VSGXVANGUARD WORLD FD$77,2900.02%1,180CommonSHARED
075887109BDXBECTON DICKINSON & CO$76,1350.02%442CommonSHARED
808524409SCHVSCHWAB STRATEGIC TR$73,7960.02%2,667CommonSHARED
437076102HDHOME DEPOT INC$70,3950.02%192CommonSHARED
464287804IJRISHARES TR$69,3990.02%635CommonSHARED
46432F842IEFAISHARES TR$66,8670.02%801CommonSHARED
78468R747SHESPDR SERIES TRUST$66,2800.02%531CommonSHARED
464287473IWSISHARES TR$63,8240.02%483CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$63,4330.02%287CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$61,4360.02%84CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$59,3130.02%599CommonSHARED
931142103WMTWALMART INC$55,1480.01%564CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$52,2130.01%405CommonSHARED
882508104TXNTEXAS INSTRS INC$51,0750.01%246CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$48,6670.01%156CommonSHARED
393657101GBXGREENBRIER COS INC$47,2470.01%1,026CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$46,1740.01%875CommonSHARED
540424108LLOEWS CORP$46,1050.01%503CommonSHARED
464288182AAXJISHARES TR$44,9450.01%544CommonSHARED
464287325IXJISHARES TR$43,7340.01%508CommonSHARED
576323109MTZMASTEC INC$42,6080.01%250CommonSHARED
855244109SBUXSTARBUCKS CORP$42,6080.01%465CommonSHARED
464288802SUSAISHARES TR$42,4610.01%335CommonSHARED
G87052109TELTE CONNECTIVITY PLC$41,6610.01%247CommonSHARED
G29183103ETNEATON CORP PLC$40,3400.01%113CommonSHARED
29444U700EQIXEQUINIX INC$38,9780.01%49CommonSHARED
002824100ABTABBOTT LABS$38,8990.01%286CommonSHARED
464287168DVYISHARES TR$37,1870.01%280CommonSHARED
163851108CCCHEMOURS CO$36,6400.01%3,200CommonSHARED
682189105ONON SEMICONDUCTOR CORP$34,9050.01%666CommonSHARED
631103108NDAQNASDAQ INC$34,6060.01%387CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$34,5640.01%660CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$33,4500.01%534CommonSHARED
344174107FHTXFOGHORN THERAPEUTICS INC$33,3700.01%7,100CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$33,2110.01%364CommonSHARED
717081103PFEPFIZER INC$32,7240.01%1,350CommonSHARED
12504L109CBRECBRE GROUP INC$32,0870.01%229CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$31,4990.01%63CommonSHARED
464287481IWPISHARES TR$31,0640.01%224CommonSHARED
052769106ADSKAUTODESK INC$30,6470.01%99CommonSHARED
46435G334EWUISHARES TR$30,4650.01%767CommonSHARED
20030N101CMCSACOMCAST CORP NEW$29,9440.01%839CommonSHARED
464287242LQDISHARES TR$29,8140.01%272CommonSHARED
23331A109DHID R HORTON INC$29,7810.01%231CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$29,6540.01%220CommonSHARED
92189F676SMHVANECK ETF TRUST$29,0040.01%104CommonSHARED
53656F623INFLLISTED FDS TR$27,0310.01%641CommonSHARED
512807306LRCXLAM RESEARCH CORP$26,2820.01%270CommonSHARED
760759100RSGREPUBLIC SVCS INC$25,6470.01%104CommonSHARED
03662Q105AKXANSYS INC$25,6390.01%73CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$25,6160.01%50CommonSHARED
014491104ALEXALEXANDER & BALDWIN INC NEW$25,0330.01%1,404CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$24,8930.01%106CommonSHARED
72201Y101PDIPIMCO DYNAMIC INCOME FD$24,4900.01%1,291CommonSHARED
126408103CSXCSX CORP$24,4730.01%750CommonSHARED
438516106HONHONEYWELL INTL INC$24,4520.01%105CommonSHARED
464288224ICLNISHARES TR$23,0870.01%1,761CommonSHARED
15135B101CNCCENTENE CORP DEL$22,0380.01%406CommonSHARED
811916105SASEABRIDGE GOLD INC$21,7930.01%1,500CommonSHARED
235851102DHRDANAHER CORPORATION$20,9390.01%106CommonSHARED
33738R720ROBTFIRST TR EXCHANGE TRADED FD$19,7550.01%409CommonSHARED
19762B707INCOCOLUMBIA ETF TR II$19,4640.00%300CommonSHARED
780259305SHELSHELL PLC$19,4330.00%276CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$19,0280.00%86CommonSHARED
500767678KRBNKRANESHARES TRUST$16,1810.00%545CommonSHARED
19247L106RQICOHEN & STEERS QUALITY INCOM$16,0480.00%1,289CommonSHARED
12504G100IGRCBRE GBL REAL ESTATE INC FD$14,9340.00%2,823CommonSHARED
038222105AMATAPPLIED MATLS INC$13,1810.00%72CommonSHARED
032095101APHAMPHENOL CORP NEW$12,2450.00%124CommonSHARED
922908736VUGVANGUARD INDEX FDS$11,8370.00%27CommonSHARED
343498101FLOFLOWERS FOODS INC$11,4900.00%719CommonSHARED
78464A870XBISPDR SERIES TRUST$10,8640.00%131CommonSHARED
69343T107PJTPJT PARTNERS INC$10,7260.00%65CommonSHARED
570535104MKLMARKEL GROUP INC$9,9870.00%5CommonSHARED
88160R101TSLATESLA INC$9,5300.00%30CommonSHARED
464287648IWOISHARES TR$9,4330.00%33CommonSHARED
Y8162K204SBLKSTAR BULK CARRIERS CORP.$9,2460.00%536CommonSHARED
806857108SLBSCHLUMBERGER LTD$9,0250.00%267CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$8,1120.00%90CommonSHARED
747525103QCOMQUALCOMM INC$7,9630.00%50CommonSHARED
464287630IWNISHARES TR$7,8880.00%50CommonSHARED
055622104BPBP PLC$7,6920.00%257CommonSHARED
37954Y855LITGLOBAL X FDS$7,6800.00%200CommonSHARED
464288273SCZISHARES TR$7,5590.00%104CommonSHARED
45168D104IDXXIDEXX LABS INC$7,5090.00%14CommonSHARED
149123101CATCATERPILLAR INC$7,3760.00%19CommonSHARED
37940X102GPNGLOBAL PMTS INC$7,3640.00%92CommonSHARED
244199105DEDEERE & CO$7,1190.00%14CommonSHARED
92206C847VGLTVANGUARD SCOTTSDALE FDS$7,0710.00%126CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$6,9360.00%160CommonSHARED
278865100ECLECOLAB INC$6,7360.00%25CommonSHARED
090572207BIOBIO RAD LABS INC$6,5160.00%27CommonSHARED
78409V104SPGIS&P GLOBAL INC$6,3270.00%12CommonSHARED
032654105ADIANALOG DEVICES INC$6,1890.00%26CommonSHARED
11135F101AVGOBROADCOM INC$5,7890.00%21CommonSHARED
40412C101HCAHCA HEALTHCARE INC$5,7470.00%15CommonSHARED
921946885VWOBVANGUARD WHITEHALL FDS$5,4890.00%84CommonSHARED
058498106BALLBALL CORP$4,9360.00%88CommonSHARED
615369105MCOMOODYS CORP$4,5140.00%9CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,0070.00%9CommonSHARED
G0403H108AONAON PLC$3,9240.00%11CommonSHARED
532457108LLYELI LILLY & CO$3,8980.00%5CommonSHARED
12572Q105CMECME GROUP INC$3,8590.00%14CommonSHARED
548661107LOWLOWES COS INC$3,7720.00%17CommonSHARED
92338C103VLTOVERALTO CORP$3,7350.00%37CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$2,1980.00%16CommonSHARED
46432F339QUALISHARES TR$2,1940.00%12CommonSHARED
16411R208LNGCHENIERE ENERGY INC$2,1920.00%9CommonSHARED
46434V456IQLTISHARES TR$2,1610.00%50CommonSHARED
56585A102MPCMARATHON PETE CORP$1,9930.00%12CommonSHARED
20825C104COPCONOCOPHILLIPS$1,9740.00%22CommonSHARED
H01301128ALCALCON AG$1,7700.00%20CommonSHARED
25401T603DBRGDIGITALBRIDGE GROUP INC$1,6970.00%164CommonSHARED
036752103ELVELEVANCE HEALTH INC$1,5560.00%4CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$1,3860.00%33CommonSHARED
444859102HUMHUMANA INC$1,2220.00%5CommonSHARED
406216101HALHALLIBURTON CO$8970.00%44CommonSHARED
002205102AZA2Z CUST2MATE SOLUTIONS CORP$210.00%2CommonSHARED
674870506OPTTOCEAN PWR TECHNOLOGIES INC$10.00%2CommonSHARED

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.