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Evelyn Partners Investment Management LLP

Q4 2024 · 13F-HR

Evelyn Partners Investment Management LLPholdings as filed

Filed 2025-12-11 · accession 0001420506-25-003538

$3.08B
Reported value
416
Positions
2024-12-31
Period end
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The Brief · Evelyn Partners Investment Management LLP · Q4 2024

AI · grounded in 13F

Evelyn Partners Investment Management LLP established a new position in MSFT worth $252.4M. The fund also initiated new stakes in AMZN for $247.9M and GOOGL for $220.6M. Additional new positions include AAPL at $121.1M and V at $120M. The fund manages a total of 416 positions with $3.1B in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$252.4M8.19%598,858CommonSOLE
023135106AMZNAMAZON COM INC$247.9M8.05%1,130,120CommonSOLE
02079K305GOOGLALPHABET INC$220.6M7.16%1,165,450CommonSOLE
037833100AAPLAPPLE INC$121.1M3.93%483,503CommonSOLE
92826C839VVISA INC$120.0M3.89%379,598CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$111.6M3.62%246,150CommonSOLE
G25508105CRHCRH PLC$110.9M3.60%1,198,827CommonSOLE
67066G104NVDANVIDIA CORPORATION$107.3M3.48%798,825CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$91.4M2.97%180,669CommonSOLE
863667101SYKSTRYKER CORPORATION$88.6M2.88%246,096CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$77.9M2.53%394,590CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$72.8M2.36%139,852CommonSOLE
H1467J104CBCHUBB LIMITED$61.9M2.01%223,921CommonSOLE
98978V103ZTSZOETIS INC$61.5M1.99%377,244CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$55.0M1.79%229,458CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$54.5M1.77%10,972CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$45.8M1.49%850,281CommonSOLE
30303M102METAMETA PLATFORMS INC$45.2M1.47%77,227CommonSOLE
191216100KOCOCA COLA CO$45.1M1.46%724,962CommonSOLE
580135101MCDMCDONALDS CORP$43.8M1.42%151,201CommonSOLE
45167R104IEXIDEX CORP$41.1M1.33%196,292CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$40.7M1.32%71,141CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$36.2M1.17%68,708CommonSOLE
G54950103LINLINDE PLC$32.6M1.06%77,804CommonSOLE
060505104BACBANK AMERICA CORP$30.7M1.00%698,979CommonSOLE
235851102DHRDANAHER CORPORATION$29.8M0.97%129,659CommonSOLE
02079K107GOOGALPHABET INC$28.7M0.93%150,682CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$27.2M0.88%77,194CommonSOLE
G17977110BURBURFORD CAP LTD$26.4M0.86%2,039,116CommonSOLE
631103108NDAQNASDAQ INC$25.1M0.81%324,443CommonSOLE
09260D107BXBLACKSTONE INC$24.9M0.81%144,559CommonSOLE
65339F101NEENEXTERA ENERGY INC$24.9M0.81%347,533CommonSOLE
931142103WMTWALMART INC$24.6M0.80%272,111CommonSOLE
872540109TJXTJX COS INC NEW$23.4M0.76%193,482CommonSOLE
478160104JNJJOHNSON & JOHNSON$23.1M0.75%159,902CommonSOLE
742718109PGPROCTER AND GAMBLE CO$22.7M0.74%135,679CommonSOLE
053332102AZOAUTOZONE INC$22.6M0.73%7,043CommonSOLE
713448108PEPPEPSICO INC$19.8M0.64%130,157CommonSOLE
166764100CVXCHEVRON CORP NEW$18.6M0.60%128,698CommonSOLE
78409V104SPGIS&P GLOBAL INC$17.6M0.57%35,380CommonSOLE
254687106DISDISNEY WALT CO$17.3M0.56%155,263CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$17.0M0.55%92,551CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$16.7M0.54%704,928CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$16.7M0.54%438,798CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$16.0M0.52%30,641CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$14.5M0.47%48,269CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$14.3M0.46%182,931CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$14.1M0.46%180,234CommonSOLE
570535104MKLMARKEL GROUP INC$12.5M0.41%7,266CommonSOLE
64110L106NFLXNETFLIX INC$12.1M0.39%13,615CommonSOLE
461202103INTUINTUIT$10.8M0.35%17,113CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.4M0.34%11,319CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$10.4M0.34%19,936CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$10.1M0.33%58,283CommonSOLE
N3167Y103RACEFERRARI N V$10.1M0.33%23,775CommonSOLE
609207105MDLZMONDELEZ INTL INC$10.1M0.33%168,628CommonSOLE
00724F101ADBEADOBE INC$10.0M0.33%22,567CommonSOLE
075887109BDXBECTON DICKINSON & CO$9.2M0.30%40,705CommonSOLE
438516106HONHONEYWELL INTL INC$9.2M0.30%40,568CommonSOLE
002824100ABTABBOTT LABS$8.6M0.28%76,143CommonSOLE
651639106NEMNEWMONT CORP$8.6M0.28%230,772CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.2M0.27%75,969CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8.1M0.26%65,089CommonSOLE
244199105DEDEERE & CO$8.1M0.26%19,078CommonSOLE
79466L302CRMSALESFORCE INC$8.0M0.26%24,029CommonSOLE
74340W103PLDPROLOGIS INC.$6.7M0.22%63,812CommonSOLE
12572Q105CMECME GROUP INC$6.7M0.22%29,014CommonSOLE
17275R102CSCOCISCO SYS INC$6.7M0.22%113,406CommonSOLE
G29183103ETNEATON CORP PLC$6.0M0.20%18,198CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.9M0.19%32,473CommonSOLE
42704L104HRIHERC HLDGS INC$5.3M0.17%28,062CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$5.1M0.17%19,890CommonSOLE
040413205ANETARISTA NETWORKS INC$4.7M0.15%42,886CommonSOLE
78463V107GLDSPDR GOLD TR$4.7M0.15%19,522CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4.5M0.15%21,293CommonSOLE
780087102RYROYAL BK CDA$4.4M0.14%36,489CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$4.4M0.14%12,861CommonSOLE
806857108SLBSCHLUMBERGER LTD$4.3M0.14%112,531CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.1M0.13%101,423CommonSOLE
55354G100MSCIMSCI INC$4.0M0.13%6,717CommonSOLE
G3265R107APTVAPTIV PLC$3.9M0.13%64,863CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.2M0.11%11,162CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3.2M0.10%34,904CommonSOLE
969457100WMBWILLIAMS COS INC$3.2M0.10%58,510CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$3.1M0.10%39,768CommonSOLE
75513E101RTXRTX CORPORATION$3.1M0.10%26,761CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.0M0.10%5,133CommonSOLE
532457108LLYELI LILLY & CO$3.0M0.10%3,856CommonSOLE
88160R101TSLATESLA INC$2.9M0.09%7,224CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.9M0.09%47,886CommonSOLE
260003108DOVDOVER CORP$2.8M0.09%15,029CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.8M0.09%13,408CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.7M0.09%5,285CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2.6M0.08%35,945CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.3M0.07%10,348CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.2M0.07%31,775CommonSOLE
654106103NKENIKE INC$2.1M0.07%28,124CommonSOLE
891160509TDTORONTO DOMINION BK ONT$2.0M0.06%37,024CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.0M0.06%5,745CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.9M0.06%6,611CommonSOLE
H01301128ALCALCON AG$1.9M0.06%22,685CommonSOLE
717081103PFEPFIZER INC$1.9M0.06%72,313CommonSOLE
172967424CCITIGROUP INC$1.9M0.06%26,954CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.8M0.06%32,558CommonSOLE
149123101CATCATERPILLAR INC$1.8M0.06%5,043CommonSOLE
548661107LOWLOWES COS INC$1.8M0.06%7,280CommonSOLE
H50430232LOGILOGITECH INTL S A$1.8M0.06%21,339CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.7M0.05%19,677CommonSOLE
82509L107SHOPSHOPIFY INC$1.7M0.05%15,712CommonSOLE
617446448MSMORGAN STANLEY$1.6M0.05%12,720CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.5M0.05%1,360CommonSOLE
00206R102TAT&T INC$1.4M0.05%63,248CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.4M0.05%43,751CommonSOLE
81762P102NOWSERVICENOW INC$1.4M0.05%1,311CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.4M0.04%4,584CommonSOLE
09290D101BLKBLACKROCK INC$1.4M0.04%1,322CommonSOLE
46429B747STIPISHARES TR$1.3M0.04%13,117CommonSOLE
58933Y105MRKMERCK & CO INC$1.3M0.04%13,200CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.2M0.04%2,584CommonSOLE
907818108UNPUNION PAC CORP$1.2M0.04%5,059CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.1M0.04%25,802CommonSOLE
780259305SHELSHELL PLC$1.1M0.04%17,395CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.1M0.04%11,060CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$1.1M0.04%6,721CommonSOLE
369604301GEGE AEROSPACE$990,7330.03%5,940CommonSOLE
904767704UNILEVER PLC$983,1780.03%17,340CommonSOLE
882508104TXNTEXAS INSTRS INC$972,2390.03%5,185CommonSOLE
00287Y109ABBVABBVIE INC$937,0120.03%5,273CommonSOLE
H42097107UBSUBS GROUP AG$882,1810.03%28,866CommonSOLE
92338C103VLTOVERALTO CORP$869,0860.03%8,533CommonSOLE
13321L108CCJCAMECO CORP$868,3880.03%16,898CommonSOLE
48251W104KKRKKR & CO INC$851,2220.03%5,755CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$820,7110.03%36,058CommonSOLE
29444U700EQIXEQUINIX INC$815,6000.03%865CommonSOLE
437076102HDHOME DEPOT INC$812,6000.03%2,089CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$800,4980.03%2,801CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$755,5350.02%2,412CommonSOLE
89151E109TTENTOTALENERGIES SE$742,9440.02%13,632CommonSOLE
518439104ELLAUDER ESTEE COS INC$724,2320.02%9,659CommonSOLE
464287200IVVISHARES TR$714,0690.02%1,213CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$637,2960.02%1,358CommonSOLE
G0403H108AONAON PLC$628,5300.02%1,750CommonSOLE
718172109PMPHILIP MORRIS INTL INC$607,2860.02%5,046CommonSOLE
126408103CSXCSX CORP$569,8880.02%17,660CommonSOLE
855244109SBUXSTARBUCKS CORP$564,5640.02%6,187CommonSOLE
285512109EAELECTRONIC ARTS INC$543,3580.02%3,714CommonSOLE
16411R208LNGCHENIERE ENERGY INC$537,1750.02%2,500CommonSOLE
92204A702VGTVANGUARD WORLD FD$534,1260.02%859CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$525,3260.02%9,160CommonSOLE
571903202MARMARRIOTT INTL INC NEW$523,5700.02%1,877CommonSOLE
97717W521OPPJWISDOMTREE TR$518,7000.02%15,000CommonSOLE
464287655IWMISHARES TR$518,1510.02%2,345CommonSOLE
115637209BF/BBROWN FORMAN CORP$515,5780.02%13,575CommonSOLE
46090E103QQQINVESCO QQQ TR$508,6740.02%995CommonSOLE
G5960L103MDTMEDTRONIC PLC$493,7380.02%6,181CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$485,2000.02%11,131CommonSOLE
36828A101GEVGE VERNOVA INC$480,2380.02%1,460CommonSOLE
02209S103MOALTRIA GROUP INC$476,4660.02%9,112CommonSOLE
579780206MKCMCCORMICK & CO INC$474,2130.02%6,220CommonSOLE
98419M100XYLXYLEM INC$473,9420.02%4,085CommonSOLE
665859104NTRSNORTHERN TR CORP$470,4750.02%4,590CommonSOLE
464286392URTHISHARES INC$466,5000.02%3,000CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$459,8030.01%3,860CommonSOLE
N82405106STLASTELLANTIS N.V$442,7960.01%33,968CommonSOLE
097023105BABOEING CO$434,7120.01%2,456CommonSOLE
G8473T100STESTERIS PLC$425,7150.01%2,071CommonSOLE
58733R102MELIMERCADOLIBRE INC$404,7050.01%238CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$396,3960.01%3,025CommonSOLE
127097103CTRACOTERRA ENERGY INC$387,5950.01%15,176CommonSOLE
452327109ILMNILLUMINA INC$375,2330.01%2,808CommonSOLE
20825C104COPCONOCOPHILLIPS$353,1440.01%3,561CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$344,5070.01%6,091CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$320,4560.01%4,060CommonSOLE
291011104EMREMERSON ELEC CO$309,5770.01%2,498CommonSOLE
052769106ADSKAUTODESK INC$301,4810.01%1,020CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$298,9000.01%3,920CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$285,0340.01%4,509CommonSOLE
456788108INFYINFOSYS LTD$276,1920.01%12,600CommonSOLE
046353108AZNNASTRAZENECA PLC$275,0530.01%4,198CommonSOLE
756109104OREALTY INCOME CORP$267,0500.01%5,000CommonSOLE
063671101BMOBANK MONTREAL QUE$261,9410.01%2,700CommonSOLE
020002101ALLALLSTATE CORP$258,7240.01%1,342CommonSOLE
00326A104SGOLETFS GOLD TR$250,5000.01%10,000CommonSOLE
857477103STTSTATE STR CORP$240,9580.01%2,455CommonSOLE
68389X105ORCLORACLE CORP$234,1290.01%1,405CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$229,3690.01%2,634CommonSOLE
902973304USBUS BANCORP DEL$225,7580.01%4,720CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$222,1950.01%2,122CommonSOLE
90138F102TWLOTWILIO INC$216,1600.01%2,000CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$213,8450.01%3,985CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$212,0320.01%1,320CommonSOLE
958102105WDCWESTERN DIGITAL CORP$208,8430.01%4,635CommonSOLE
001084102AGCOAGCO CORP$206,5910.01%2,210CommonSOLE
20030N101CMCSACOMCAST CORP NEW$203,4500.01%5,421CommonSOLE
718546104PSXPHILLIPS 66$199,4910.01%1,751CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$196,1510.01%2,124CommonSOLE
458140100INTCINTEL CORP$195,6880.01%9,760CommonSOLE
97717W851DXJWISDOMTREE TR$186,6110.01%1,692CommonSOLE
670100205NVONOVO-NORDISK A S$185,8030.01%2,160CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$185,4880.01%5,200CommonSOLE
370334104GISGENERAL MLS INC$181,4890.01%2,846CommonSOLE
94106L109WMWASTE MGMT INC DEL$179,5930.01%890CommonSOLE
22052L104CTVACORTEVA INC$174,0130.01%3,055CommonSOLE
G4766E116INDVINDIVIOR PLC$164,8470.01%13,262CommonSOLE
500754106KHCKRAFT HEINZ CO$160,0610.01%5,212CommonSOLE
98980G102ZSZSCALER INC$157,8590.01%875CommonSOLE
260557103DOWDOW INC$157,3500.01%3,921CommonSOLE
464287234EEMISHARES TR$148,4610.00%3,550CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$146,5560.00%2,063CommonSOLE
871829107SYYSYSCO CORP$145,2740.00%1,900CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$144,7710.00%2,930CommonSOLE
228368106CCKCROWN HLDGS INC$144,7080.00%1,750CommonSOLE
337738108FISVFISERV INC$143,7940.00%700CommonSOLE
46434G103IEMGISHARES INC$143,6050.00%2,750CommonSOLE
45104G104IBNICICI BANK LIMITED$143,3580.00%4,801CommonSOLE
929236107WDFCWD 40 CO$138,3280.00%570CommonSOLE
278865100ECLECOLAB INC$136,3740.00%582CommonSOLE
125523100CITHE CIGNA GROUP$128,4050.00%465CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$127,8860.00%550CommonSOLE
032095101APHAMPHENOL CORP NEW$126,3990.00%1,820CommonSOLE
806407102HSICHENRY SCHEIN INC$121,6540.00%1,758CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$120,4450.00%500CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$119,6890.00%1,340CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$118,0830.00%243CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$117,7370.00%1,855CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$114,5170.00%2,245CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$113,9100.00%1,230CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$108,1100.00%1,873CommonSOLE
184496107CLHCLEAN HARBORS INC$105,8640.00%460CommonSOLE
219350105GLWCORNING INC$105,4940.00%2,220CommonSOLE
058498106BALLBALL CORP$103,4240.00%1,876CommonSOLE
343498101FLOFLOWERS FOODS INC$103,3000.00%5,000CommonSOLE
31428X106FDXFEDEX CORP$101,2790.00%360CommonSOLE
D18190898DBDEUTSCHE BANK A G$99,9290.00%5,800CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$97,2750.00%1,314CommonSOLE
88579Y101MMM3M CO$96,1720.00%745CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$93,4510.00%1,157CommonSOLE
941848103WATWATERS CORP$92,7450.00%250CommonSOLE
67077M108NTRNUTRIEN LTD$92,3820.00%2,066CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$89,0810.00%773CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$88,3880.00%2,007CommonSOLE
22822V101CCICROWN CASTLE INC$86,2220.00%950CommonSOLE
N07059210ASMLASML HOLDING N V$85,2490.00%123CommonSOLE
171779309CIENCIENA CORP$84,8100.00%1,000CommonSOLE
464287481IWPISHARES TR$84,4160.00%666CommonSOLE
512807306LRCXLAM RESEARCH CORP$83,7870.00%1,160CommonSOLE
126650100CVSCVS HEALTH CORP$80,8020.00%1,800CommonSOLE
615369105MCOMOODYS CORP$80,4730.00%170CommonSOLE
922280102VRNSVARONIS SYS INC$79,9740.00%1,800CommonSOLE
35137L105FOXAFOX CORP$79,6710.00%1,640CommonSOLE
055622104BPBP PLC$79,2800.00%2,682CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$78,4160.00%1,300CommonSOLE
384802104GWWGRAINGER W W INC$78,0000.00%74CommonSOLE
537008104LFUSLITTELFUSE INC$76,5860.00%325CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$76,1180.00%444CommonSOLE
15135U109CVECENOVUS ENERGY INC$74,0760.00%4,890CommonSOLE
H11356104BGBUNGE GLOBAL SA$73,0940.00%940CommonSOLE
375558103GILDGILEAD SCIENCES INC$70,7550.00%766CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$70,2990.00%915CommonSOLE
33734G108FRIFIRST TR S&P REIT INDEX FD$69,7940.00%2,550CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$69,2920.00%400CommonSOLE
66987V109NVSNOVARTIS AG$68,1170.00%700CommonSOLE
37045V100GMGENERAL MTRS CO$66,7470.00%1,253CommonSOLE
369550108GDGENERAL DYNAMICS CORP$66,3990.00%252CommonSOLE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$63,3320.00%2,875CommonSOLE
G491BT108IVZINVESCO LTD$63,1380.00%3,612CommonSOLE
747525103QCOMQUALCOMM INC$61,4480.00%400CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$58,8610.00%992CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$58,8270.00%250CommonSOLE
680665205OLNOLIN CORP$54,5870.00%1,615CommonSOLE
10554B104LNDBRASILAGRO COMPANHIA BRASILE$54,3450.00%15,054CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$52,5690.00%300CommonSOLE
136385101CNQCANADIAN NAT RES LTD$51,8330.00%1,680CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$51,1680.00%1,300CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$47,1770.00%190CommonSOLE
G87052109TELTE CONNECTIVITY PLC$46,4650.00%325CommonSOLE
487836108KKELLANOVA$46,1530.00%570CommonSOLE
896239100TRMBTRIMBLE INC$45,9290.00%650CommonSOLE
97717W422EPIWISDOMTREE TR$45,2700.00%1,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$42,9010.00%510CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$42,4960.00%337CommonSOLE
053611109AVYAVERY DENNISON CORP$42,1040.00%225CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$41,6050.00%34CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$41,5040.00%450CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$40,5320.00%1,275CommonSOLE
294429105EFXEQUIFAX INC$39,2470.00%154CommonSOLE
453038408IMOIMPERIAL OIL LTD$38,8000.00%630CommonSOLE
922908751VBVANGUARD INDEX FDS$38,4450.00%160CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$38,4050.00%500CommonSOLE
550021109LULULULULEMON ATHLETICA INC$38,2410.00%100CommonSOLE
29364G103ETRENTERGY CORP NEW$37,9100.00%500CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$37,8900.00%500CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$37,6810.00%230CommonSOLE
464287176TIPISHARES TR$37,2930.00%350CommonSOLE
737446104POSTPOST HLDGS INC$36,0550.00%315CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$35,1280.00%400CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$34,0460.00%955CommonSOLE
831865209AOSSMITH A O CORP$33,4230.00%490CommonSOLE
78464A763SDYSPDR SER TR$33,0250.00%250CommonSOLE
428291108HXLHEXCEL CORP NEW$31,3500.00%500CommonSOLE
07831C103BRBRBELLRING BRANDS INC$30,0610.00%399CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$29,5940.00%245CommonSOLE
031162100AMGNAMGEN INC$29,4520.00%113CommonSOLE
46138E651PIOINVESCO EXCH TRADED FD TR II$29,2950.00%750CommonSOLE
535555106LNNLINDSAY CORP$28,9860.00%245CommonSOLE
04335A105ARVNARVINAS INC$28,2570.00%1,474CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$27,9710.00%158CommonSOLE
880770102TERTERADYNE INC$27,0730.00%215CommonSOLE
69047Q102OVVOVINTIV INC$25,0700.00%619CommonSOLE
45784P101PODDINSULET CORP$24,8020.00%95CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$24,5270.00%620CommonSOLE
949746101WMT2WELLS FARGO CO NEW$23,8820.00%340CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$23,7400.00%1,815CommonSOLE
011532108AGIALAMOS GOLD INC NEW$23,0460.00%1,250CommonSOLE
33734X838FTRIFIRST TR EXCHANGE TRADED FD$22,7290.00%1,890CommonSOLE
464287523SOXXISHARES TR$22,6260.00%105CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$22,6010.00%430CommonSOLE
N3168P101FERFERROVIAL SE$22,3650.00%532CommonSOLE
06652K103BKUBANKUNITED INC$22,1390.00%580CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$22,1250.00%1,250CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$22,1000.00%100CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$22,0920.00%245CommonSOLE
92556V106VTRSVIATRIS INC$20,8410.00%1,674CommonSOLE
65249B109NWSANEWS CORP NEW$20,7100.00%752CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$20,6500.00%1,436CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$20,3820.00%74CommonSOLE
92189H805REMXVANECK ETF TRUST$19,5050.00%500CommonSOLE
464287226AGGISHARES TR$19,3800.00%200CommonSOLE
497266106KEXKIRBY CORP$18,5150.00%175CommonSOLE
345370860FFORD MTR CO$18,4730.00%1,866CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$18,3140.00%290CommonSOLE
816851109SRESEMPRA$17,5440.00%200CommonSOLE
217204106CPRTCOPART INC$17,2170.00%300CommonSOLE
745867101PHMPULTE GROUP INC$16,7710.00%154CommonSOLE
08862E109BYNDBEYOND MEAT INC$16,6420.00%4,426CommonSOLE
37954Y319GREKGLOBAL X FDS$16,6410.00%429CommonSOLE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$16,2860.00%480CommonSOLE
81141R100SESEA LTD$15,9150.00%150CommonSOLE
26210C104DBXDROPBOX INC$15,0200.00%500CommonSOLE
278642103EBAYEBAY INC.$14,8680.00%240CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$14,4940.00%628CommonSOLE
697900108PAASPAN AMERN SILVER CORP$13,5650.00%671CommonSOLE
496902404KGCKINROSS GOLD CORP$13,4570.00%1,450CommonSOLE
46284V101IRMIRON MTN INC DEL$13,1390.00%125CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$13,1130.00%88CommonSOLE
14161Y200CRDLCARDIOL THERAPEUTICS INC$12,8610.00%10,000CommonSOLE
640491106NEOGNEOGEN CORP$12,1400.00%1,000CommonSOLE
45168D104IDXXIDEXX LABS INC$11,9900.00%29CommonSOLE
351858105FNVFRANCO NEV CORP$11,7430.00%100CommonSOLE
00130H105AESAES CORP$11,3260.00%880CommonSOLE
052800109ALVAUTOLIV INC$11,2550.00%120CommonSOLE
68634K106ORLAORLA MNG LTD NEW$11,2280.00%2,029CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$11,0580.00%260CommonSOLE
00773T101ASIXADVANSIX INC$10,7980.00%379CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$10,5450.00%820CommonSOLE
11135F101AVGOBROADCOM INC$10,4330.00%45CommonSOLE
34959J108FTVFORTIVE CORP$10,3400.00%183CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$9,9650.00%288CommonSOLE
303250104FICOFAIR ISAAC CORP$9,9550.00%5CommonSOLE
929740108WABWABTEC$9,8590.00%52CommonSOLE
871607107SNPSSYNOPSYS INC$9,2220.00%19CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$9,2160.00%300CommonSOLE
009066101ABNBAIRBNB INC$9,1990.00%70CommonSOLE
89400J107TRUTRANSUNION$9,0860.00%98CommonSOLE
40412C101HCAHCA HEALTHCARE INC$9,0040.00%30CommonSOLE
880191101EMFTEMPLETON EMERGING MKTS FD$8,9620.00%750CommonSOLE
872590104TMUST-MOBILE US INC$8,8290.00%40CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$8,4500.00%80CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$8,3840.00%1,500CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$8,0910.00%186CommonSOLE
368736104GNRCGENERAC HLDGS INC$7,7530.00%50CommonSOLE
07725L102ONCBEIGENE LTD$7,5730.00%41CommonSOLE
127537207CDZICADIZ INC$7,1030.00%1,366CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$6,7250.00%33CommonSOLE
25754A201DPZDOMINOS PIZZA INC$6,2960.00%15CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$5,4750.00%518CommonSOLE
G0084W101ADNTADIENT PLC$5,3930.00%313CommonSOLE
784730103SSRMSSR MINING IN$5,2200.00%750CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$4,7860.00%150CommonSOLE
012653101ALBALBEMARLE CORP$4,5620.00%53CommonSOLE
163851108CCCHEMOURS CO$4,2930.00%254CommonSOLE
83444M101SOLVSOLVENTUM CORP$4,1620.00%63CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$4,1000.00%60CommonSOLE
55903Q104MQ8MAG SILVER CORP$4,0730.00%300CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$3,7610.00%270CommonSOLE
577081102MATMATTEL INC$3,5460.00%200CommonSOLE
G72800108PRTAPROTHENA CORP PLC$2,7560.00%199CommonSOLE
92942W107KLGWK KELLOGG CO$2,5550.00%142CommonSOLE
28106W103EDITEDITAS MEDICINE INC$2,4760.00%1,950CommonSOLE
29082K105EMBCEMBECTA CORP$2,3540.00%114CommonSOLE
90353W103UIUBIQUITI INC$2,3240.00%7CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$2,2110.00%167CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1,8470.00%15CommonSOLE
384747101GRALGRAIL INC$1,6780.00%94CommonSOLE
654902204NOKNOKIA CORP$1,6300.00%368CommonSOLE
157210105CEVACEVA INC$1,1670.00%37CommonSOLE
922908363VOOVANGUARD INDEX FDS$1,0780.00%2CommonSOLE
92189F643MOATVANECK ETF TRUST$9270.00%10CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$8910.00%300CommonSOLE
57638P104MBCMASTERBRAND INC$8770.00%60CommonSOLE
668771108GENGEN DIGITAL INC$8210.00%30CommonSOLE
53681K100LITHIUM AMERICAS ARGENTINA C$7860.00%300CommonSOLE
92204A504VHTVANGUARD WORLD FD$7610.00%3CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$6920.00%1,200CommonSOLE
92189F106GDXVANECK ETF TRUST$6780.00%20CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$4990.00%38CommonSOLE
07317Q105BTEBAYTEX ENERGY CORP$4990.00%194CommonSOLE
Y62267409NMMNAVIOS MARITIME PARTNERS L P$4330.00%10CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3920.00%17CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$3880.00%9CommonSOLE
72765Q882PLGPLATINUM GROUP METALS LTD$2780.00%220CommonSOLE
256163106DOCUDOCUSIGN INC$2700.00%3CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$1910.00%15CommonSOLE
68622V106OGNORGANON & CO$1640.00%11CommonSOLE
98888T107ZIMVZIMVIE INC$1120.00%8CommonSOLE
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.