MondegarAI
Evelyn Partners Asset Management Ltd

Q1 2025 · 13F-HR/A

Evelyn Partners Asset Management Ltdholdings as filed

Filed 2025-12-08 · accession 0001420506-25-003528

$359.0M
Reported value
248
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$27.1M7.55%233,631CommonSHARED
78463V107GLDSPDR GOLD TR$22.7M6.32%78,783CommonSHARED
594918104MSFTMICROSOFT CORP$16.5M4.60%43,960CommonSHARED
92826C839VVISA INC$13.3M3.70%37,945CommonSHARED
02079K305GOOGLALPHABET INC$12.0M3.33%77,360CommonSHARED
863667101SYKSTRYKER CORPORATION$11.5M3.20%30,893CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$11.1M3.10%36,423CommonSHARED
023135106AMZNAMAZON COM INC$10.9M3.04%57,382CommonSHARED
53700T827DBMFLITMAN GREGORY FDS TR$10.3M2.86%406,971CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$9.2M2.57%16,816CommonSHARED
941848103WATWATERS CORP$8.9M2.47%24,013CommonSHARED
461202103INTUINTUIT$8.8M2.46%14,379CommonSHARED
053332102AZOAUTOZONE INC$8.7M2.42%2,283CommonSHARED
92189F106GDXVANECK ETF TRUST$8.1M2.27%176,878CommonSHARED
254687106DISDISNEY WALT CO$7.9M2.20%79,857CommonSHARED
742718109PGPROCTER AND GAMBLE CO$7.7M2.15%45,221CommonSHARED
92204A306VDEVANGUARD WORLD FD$7.6M2.10%58,223CommonSHARED
922042866VPLVANGUARD INTL EQUITY INDEX F$7.2M2.00%99,020CommonSHARED
98978V103ZTSZOETIS INC$7.0M1.95%42,410CommonSHARED
00326A104SGOLETFS GOLD TR$6.2M1.72%207,517CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$6.2M1.71%19,722CommonSHARED
00724F101ADBEADOBE INC$6.1M1.70%15,950CommonSHARED
922908363VOOVANGUARD INDEX FDS$5.7M1.57%10,996CommonSHARED
670100205NVONOVO-NORDISK A S$5.5M1.52%78,703CommonSHARED
904767704UNILEVER PLC$5.3M1.48%89,293CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$5.1M1.42%78,052CommonSHARED
N07059210ASMLASML HOLDING N V$4.7M1.32%7,165CommonSHARED
464285204IAUISHARES GOLD TR$4.7M1.32%80,497CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.5M1.26%8,467CommonSHARED
464286392URTHISHARES INC$4.2M1.16%27,162CommonSHARED
759530108RELXRELX PLC$4.1M1.16%82,321CommonSHARED
37954Y871URAGLOBAL X FDS$3.9M1.10%172,041CommonSHARED
037833100AAPLAPPLE INC$3.5M0.98%15,839CommonSHARED
30303M102METAMETA PLATFORMS INC$3.1M0.85%5,321CommonSHARED
713448108PEPPEPSICO INC$2.9M0.81%19,403CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$2.9M0.80%5,140CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.9M0.79%17,179CommonSHARED
040413205ANETARISTA NETWORKS INC$2.7M0.76%24,546CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$2.6M0.73%27,936CommonSHARED
478160104JNJJOHNSON & JOHNSON$2.6M0.73%15,739CommonSHARED
464287689IWVISHARES TR$2.6M0.71%8,071CommonSHARED
67066G104NVDANVIDIA CORPORATION$2.4M0.67%22,186CommonSHARED
H1467J104CBCHUBB LIMITED$2.3M0.63%7,463CommonSHARED
25243Q205DEODIAGEO PLC$2.2M0.61%20,840CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$2.1M0.60%4,320CommonSHARED
609207105MDLZMONDELEZ INTL INC$2.1M0.58%30,642CommonSHARED
580135101MCDMCDONALDS CORP$2.0M0.56%6,409CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.51%3,487CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$1.8M0.50%391CommonSHARED
464288257ACWIISHARES TR$1.7M0.48%14,885CommonSHARED
464287655IWMISHARES TR$1.6M0.45%8,034CommonSHARED
046353108AZNNASTRAZENECA PLC$1.6M0.44%21,591CommonSHARED
384637104GHCGRAHAM HLDGS CO$1.5M0.42%1,563CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.3M0.38%5,892CommonSHARED
922908769VTIVANGUARD INDEX FDS$1.3M0.36%4,689CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.31%2,218CommonSHARED
464287457SHYISHARES TR$1.0M0.29%12,551CommonSHARED
464287440IEFISHARES TR$1.0M0.28%10,725CommonSHARED
767204100RIORIO TINTO PLC$887,9820.25%14,780CommonSHARED
060505104BACBANK AMERICA CORP$827,7560.23%19,836CommonSHARED
17275R102CSCOCISCO SYS INC$808,4010.23%13,100CommonSHARED
46429B663HDVISHARES TR$800,3610.22%6,608CommonSHARED
78464A763SDYSPDR SER TR$681,5210.19%5,023CommonSHARED
921937835BNDVANGUARD BD INDEX FDS$590,8220.16%8,044CommonSHARED
922908629VOVANGUARD INDEX FDS$546,7230.15%2,114CommonSHARED
02079K107GOOGALPHABET INC$543,6800.15%3,480CommonSHARED
464288448IDVISHARES TR$542,5710.15%17,491CommonSHARED
30231G102XOMEXXON MOBIL CORP$531,1410.15%4,466CommonSHARED
191216100KOCOCA COLA CO$526,9080.15%7,357CommonSHARED
46429B747STIPISHARES TR$521,1780.15%5,037CommonSHARED
464287176TIPISHARES TR$502,3490.14%4,522CommonSHARED
22052L104CTVACORTEVA INC$482,7990.13%7,672CommonSHARED
464287614IWFISHARES TR$455,6960.13%1,262CommonSHARED
351858105FNVFRANCO NEV CORP$424,7080.12%2,700CommonSHARED
595112103MUMICRON TECHNOLOGY INC$406,4710.11%4,678CommonSHARED
464287200IVVISHARES TR$393,8920.11%701CommonSHARED
80105N105SNYSANOFI$388,3310.11%7,002CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$325,9650.09%4,200CommonSHARED
65339F101NEENEXTERA ENERGY INC$316,6660.09%4,467CommonSHARED
89677Q107TCOMTRIP COM GROUP LTD$312,3050.09%4,912CommonSHARED
00287Y109ABBVABBVIE INC$311,7660.09%1,488CommonSHARED
G9618E107WTMWHITE MTNS INS GROUP LTD$296,5750.08%154CommonSHARED
57686G105MATXMATSON INC$294,7910.08%2,300CommonSHARED
33734X192SKYYFIRST TR EXCHANGE TRADED FD$274,8960.08%2,689CommonSHARED
33733E302FDNFIRST TR EXCHANGE-TRADED FD$270,3570.08%1,217CommonSHARED
464287291IXNISHARES TR$263,7270.07%3,482CommonSHARED
921932505VOOGVANGUARD ADMIRAL FDS INC$240,8260.07%720CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$238,3840.07%5,267CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$221,5500.06%1,069CommonSHARED
33734X846CIBRFIRST TR EXCHANGE TRADED FD$211,7430.06%3,361CommonSHARED
808524607SCHASCHWAB STRATEGIC TR$207,5430.06%8,858CommonSHARED
464287721IYWISHARES TR$203,3570.06%1,448CommonSHARED
654106103NKENIKE INC$197,4230.05%3,110CommonSHARED
64110L106NFLXNETFLIX INC$195,8310.05%210CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$192,0500.05%990CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$189,5630.05%347CommonSHARED
46434G822EWJISHARES INC$188,5400.05%2,750CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$188,2680.05%2,521CommonSHARED
75513E101RTXRTX CORPORATION$174,4500.05%1,317CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$173,9180.05%709CommonSHARED
464288661IEIISHARES TR$168,5790.05%1,427CommonSHARED
81762P102NOWSERVICENOW INC$165,5970.05%208CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$161,7410.05%3,182CommonSHARED
260557103DOWDOW INC$158,6420.04%4,543CommonSHARED
464286665EPPISHARES INC$141,1200.04%3,200CommonSHARED
464287598IWDISHARES TR$140,5560.04%747CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$136,5880.04%1,250CommonSHARED
055622104BPBP PLC$130,8690.04%3,873CommonSHARED
09260D107BXBLACKSTONE INC$129,2970.04%925CommonSHARED
92189F726BBHVANECK ETF TRUST$126,6510.04%805CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$120,3780.03%583CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$118,2230.03%125CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$113,9880.03%383CommonSHARED
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$111,1310.03%3,883CommonSHARED
92189F700MOOVANECK ETF TRUST$86,4920.02%1,274CommonSHARED
92206C102VGSHVANGUARD SCOTTSDALE FDS$84,7480.02%1,444CommonSHARED
79466L302CRMSALESFORCE INC$83,9970.02%313CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$78,4880.02%455CommonSHARED
92206C706VGITVANGUARD SCOTTSDALE FDS$78,1110.02%1,315CommonSHARED
617446448MSMORGAN STANLEY$76,1860.02%653CommonSHARED
285512109EAELECTRONIC ARTS INC$73,7050.02%510CommonSHARED
808524409SCHVSCHWAB STRATEGIC TR$70,8890.02%2,667CommonSHARED
437076102HDHOME DEPOT INC$70,3660.02%192CommonSHARED
921910725VSGXVANGUARD WORLD FD$69,5960.02%1,180CommonSHARED
464287804IJRISHARES TR$66,4020.02%635CommonSHARED
780259305SHELSHELL PLC$63,4600.02%866CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$62,4510.02%287CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$61,8170.02%599CommonSHARED
464287473IWSISHARES TR$60,8440.02%483CommonSHARED
78468R747SHESPDR SER TR$60,6050.02%531CommonSHARED
46432F842IEFAISHARES TR$60,5960.02%801CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$60,1650.02%547CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$57,5990.02%405CommonSHARED
393657101GBXGREENBRIER COS INC$52,5520.01%1,026CommonSHARED
931142103WMTWALMART INC$49,5140.01%564CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$48,7180.01%84CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$48,2130.01%875CommonSHARED
464287325IXJISHARES TR$46,3300.01%508CommonSHARED
540424108LLOEWS CORP$46,2310.01%503CommonSHARED
855244109SBUXSTARBUCKS CORP$45,6120.01%465CommonSHARED
882508104TXNTEXAS INSTRS INC$44,2060.01%246CommonSHARED
163851108CCCHEMOURS CO$43,2960.01%3,200CommonSHARED
46138E107GOVIINVESCO EXCH TRADED FD TR II$41,1460.01%1,479CommonSHARED
464288182AAXJISHARES TR$40,2560.01%544CommonSHARED
29444U700EQIXEQUINIX INC$39,9520.01%49CommonSHARED
464288802SUSAISHARES TR$38,4810.01%335CommonSHARED
002824100ABTABBOTT LABS$37,9380.01%286CommonSHARED
464287168DVYISHARES TR$37,6010.01%280CommonSHARED
438516106HONHONEYWELL INTL INC$34,9390.01%165CommonSHARED
G87052109TELTE CONNECTIVITY PLC$34,9060.01%247CommonSHARED
717081103PFEPFIZER INC$34,2090.01%1,350CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$32,8750.01%660CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$32,2570.01%63CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$32,1220.01%220CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$31,2500.01%534CommonSHARED
20030N101CMCSACOMCAST CORP NEW$30,9590.01%839CommonSHARED
G29183103ETNEATON CORP PLC$30,7170.01%113CommonSHARED
12504L109CBRECBRE GROUP INC$29,9490.01%229CommonSHARED
464287242LQDISHARES TR$29,5640.01%272CommonSHARED
23331A109DHID R HORTON INC$29,3670.01%231CommonSHARED
631103108NDAQNASDAQ INC$29,3580.01%387CommonSHARED
576323109MTZMASTEC INC$29,1780.01%250CommonSHARED
46435G334EWUISHARES TR$28,7390.01%767CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$28,4940.01%364CommonSHARED
682189105ONON SEMICONDUCTOR CORP$27,1000.01%666CommonSHARED
464287481IWPISHARES TR$26,3180.01%224CommonSHARED
53656F623INFLLISTED FD TR$26,0570.01%641CommonSHARED
052769106ADSKAUTODESK INC$25,9180.01%99CommonSHARED
344174107FHTXFOGHORN THERAPEUTICS INC$25,9150.01%7,100CommonSHARED
72201Y101PDIPIMCO DYNAMIC INCOME FD$25,5620.01%1,291CommonSHARED
760759100RSGREPUBLIC SVCS INC$25,1850.01%104CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$24,8860.01%50CommonSHARED
15135B101CNCCENTENE CORP DEL$24,6480.01%406CommonSHARED
014491104ALEXALEXANDER & BALDWIN INC NEW$24,1910.01%1,404CommonSHARED
806857108SLBSCHLUMBERGER LTD$23,9100.01%572CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$23,3210.01%106CommonSHARED
03662Q105AKXANSYS INC$23,1090.01%73CommonSHARED
92206C771VMBSVANGUARD SCOTTSDALE FDS$22,2750.01%481CommonSHARED
126408103CSXCSX CORP$22,0730.01%750CommonSHARED
92189F676SMHVANECK ETF TRUST$21,9930.01%104CommonSHARED
235851102DHRDANAHER CORPORATION$21,7300.01%106CommonSHARED
464288224ICLNISHARES TR$20,1110.01%1,761CommonSHARED
512807306LRCXLAM RESEARCH CORP$19,6290.01%270CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$19,6010.01%86CommonSHARED
19762B707INCOCOLUMBIA ETF TR II$17,8590.00%300CommonSHARED
811916105SASEABRIDGE GOLD INC$17,4620.00%1,500CommonSHARED
33738R720ROBTFIRST TR EXCHANGE TRADED FD$16,6340.00%409CommonSHARED
45167R104IEXIDEX CORP$16,2870.00%90CommonSHARED
19247L106RQICOHEN & STEERS QUALITY INCOM$16,1900.00%1,289CommonSHARED
460146103IPINTERNATIONAL PAPER CO$15,6850.00%294CommonSHARED
500767678KRBNKRANESHARES TRUST$15,3800.00%545CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$14,6520.00%70CommonSHARED
12504G100IGRCBRE GBL REAL ESTATE INC FD$14,5670.00%2,823CommonSHARED
343498101FLOFLOWERS FOODS INC$13,6680.00%719CommonSHARED
464288273SCZISHARES TR$13,6590.00%215CommonSHARED
46434G103IEMGISHARES INC$12,8450.00%238CommonSHARED
58933Y105MRKMERCK & CO INC$12,2070.00%136CommonSHARED
78464A870XBISPDR SER TR$10,6240.00%131CommonSHARED
038222105AMATAPPLIED MATLS INC$10,4490.00%72CommonSHARED
922908736VUGVANGUARD INDEX FDS$10,0120.00%27CommonSHARED
570535104MKLMARKEL GROUP INC$9,3480.00%5CommonSHARED
37940X102GPNGLOBAL PMTS INC$9,0090.00%92CommonSHARED
69343T107PJTPJT PARTNERS INC$8,9620.00%65CommonSHARED
464287648IWOISHARES TR$8,4320.00%33CommonSHARED
Y8162K204SBLKSTAR BULK CARRIERS CORP.$8,3400.00%536CommonSHARED
032095101APHAMPHENOL CORP NEW$8,1330.00%124CommonSHARED
88160R101TSLATESLA INC$7,7750.00%30CommonSHARED
37954Y855LITGLOBAL X FDS$7,7600.00%200CommonSHARED
747525103QCOMQUALCOMM INC$7,6810.00%50CommonSHARED
464287630IWNISHARES TR$7,5490.00%50CommonSHARED
92206C847VGLTVANGUARD SCOTTSDALE FDS$7,2590.00%126CommonSHARED
090572207BIOBIO RAD LABS INC$6,5760.00%27CommonSHARED
244199105DEDEERE & CO$6,5710.00%14CommonSHARED
278865100ECLECOLAB INC$6,3380.00%25CommonSHARED
149123101CATCATERPILLAR INC$6,2660.00%19CommonSHARED
78409V104SPGIS&P GLOBAL INC$6,0970.00%12CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$6,0580.00%160CommonSHARED
45168D104IDXXIDEXX LABS INC$5,8790.00%14CommonSHARED
921946885VWOBVANGUARD WHITEHALL FDS$5,3930.00%84CommonSHARED
032654105ADIANALOG DEVICES INC$5,2430.00%26CommonSHARED
40412C101HCAHCA HEALTHCARE INC$5,1830.00%15CommonSHARED
921909768VXUSVANGUARD STAR FDS$4,8440.00%78CommonSHARED
058498106BALLBALL CORP$4,5820.00%88CommonSHARED
G0403H108AONAON PLC$4,3900.00%11CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,3630.00%9CommonSHARED
615369105MCOMOODYS CORP$4,1910.00%9CommonSHARED
532457108LLYELI LILLY & CO$4,1300.00%5CommonSHARED
548661107LOWLOWES COS INC$3,9650.00%17CommonSHARED
12572Q105CMECME GROUP INC$3,7140.00%14CommonSHARED
92338C103VLTOVERALTO CORP$3,6060.00%37CommonSHARED
11135F101AVGOBROADCOM INC$3,5160.00%21CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$2,5580.00%16CommonSHARED
464288281EMBISHARES TR$2,3550.00%26CommonSHARED
20825C104COPCONOCOPHILLIPS$2,3100.00%22CommonSHARED
16411R208LNGCHENIERE ENERGY INC$2,0830.00%9CommonSHARED
46432F339QUALISHARES TR$2,0510.00%12CommonSHARED
46434V456IQLTISHARES TR$1,9850.00%50CommonSHARED
H01301128ALCALCON AG$1,8820.00%20CommonSHARED
56585A102MPCMARATHON PETE CORP$1,7480.00%12CommonSHARED
036752103ELVELEVANCE HEALTH INC$1,7400.00%4CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$1,6290.00%33CommonSHARED
097023105BABOEING CO$1,5350.00%9CommonSHARED
25401T603DBRGDIGITALBRIDGE GROUP INC$1,4460.00%164CommonSHARED
444859102HUMHUMANA INC$1,3230.00%5CommonSHARED
464286756EWDISHARES INC$1,3040.00%31CommonSHARED
406216101HALHALLIBURTON CO$1,1160.00%44CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$5730.00%6CommonSHARED
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.