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Evelyn Partners Asset Management Ltd

Q4 2025 · 13F-HR

Evelyn Partners Asset Management Ltdholdings as filed

Filed 2026-02-13 · accession 0001420506-26-000366

$426.3M
Reported value
284
Positions
2025-12-31
Period end
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The Brief · Evelyn Partners Asset Management Ltd · Q4 2025

AI · grounded in 13F

Evelyn Partners Asset Management Ltd established a new position in AMERICAN CENTY ETF TR valued at $7.76M. The fund also opened a new position in VO for $6.21M and significantly increased its holdings in CME by 172,678.57%. Conversely, the fund closed its position in UNILEVER PLC, resulting in a $4.98M reduction.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$27.4M6.43%69,130CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$23.0M5.40%163,069CommonSHARED
594918104MSFTMICROSOFT CORP$18.2M4.28%37,705CommonSHARED
92189F106GDXVANECK ETF TRUST$15.9M3.72%185,026CommonSHARED
02079K305GOOGLALPHABET INC$14.5M3.40%46,311CommonSHARED
023135106AMZNAMAZON COM INC$12.8M3.00%55,456CommonSHARED
92826C839VVISA INC$12.6M2.94%35,785CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$11.3M2.66%2,117CommonSHARED
037833100AAPLAPPLE INC$10.8M2.54%39,827CommonSHARED
922042866VPLVANGUARD INTL EQUITY INDEX F$10.3M2.41%113,662CommonSHARED
863667101SYKSTRYKER CORPORATION$10.1M2.37%28,759CommonSHARED
254687106DISDISNEY WALT CO$9.9M2.33%87,369CommonSHARED
941848103WATWATERS CORP$9.2M2.15%24,171CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$9.1M2.14%35,441CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$8.8M2.07%15,487CommonSHARED
53700T827DBMFLITMAN GREGORY FDS TR$8.5M1.99%302,180CommonSHARED
00326A104SGOLETFS GOLD TR$8.3M1.95%202,330CommonSHARED
461202103INTUINTUIT$8.2M1.92%12,323CommonSHARED
025072604AVEMAMERICAN CENTY ETF TR$7.8M1.82%100,738CommonSHARED
92204A306VDEVANGUARD WORLD FD$7.7M1.80%60,815CommonSHARED
37954Y871URAGLOBAL X FDS$7.5M1.76%175,399CommonSHARED
922908363VOOVANGUARD INDEX FDS$6.9M1.62%10,982CommonSHARED
464285204IAUISHARES GOLD TR$6.6M1.55%81,392CommonSHARED
12572Q105CMECME GROUP INC$6.6M1.55%24,189CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$6.6M1.54%24,428CommonSHARED
053332102AZOAUTOZONE INC$6.5M1.53%1,921CommonSHARED
98978V103ZTSZOETIS INC$6.3M1.47%49,930CommonSHARED
922908629VOVANGUARD INDEX FDS$6.2M1.46%21,391CommonSHARED
670100205NVONOVO-NORDISK A S$6.0M1.42%118,579CommonSHARED
904767803ULUNILEVER PLC$5.8M1.36%88,845CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.6M1.31%18,439CommonSHARED
464286392URTHISHARES INC$5.3M1.25%28,764CommonSHARED
464286806EWGISHARES INC$5.0M1.17%117,464CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.6M1.07%9,108CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$4.2M0.98%71,817CommonSHARED
759530108RELXRELX PLC$4.1M0.97%102,584CommonSHARED
67066G104NVDANVIDIA CORPORATION$4.0M0.93%21,288CommonSHARED
30303M102METAMETA PLATFORMS INC$3.7M0.87%5,609CommonSHARED
693506107PPGPPG INDS INC$3.6M0.84%34,824CommonSHARED
478160104JNJJOHNSON & JOHNSON$3.5M0.83%17,147CommonSHARED
040413205ANETARISTA NETWORKS INC$3.3M0.78%25,431CommonSHARED
464287689IWVISHARES TR$3.1M0.73%8,085CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$2.7M0.63%4,755CommonSHARED
H1467J104CBCHUBB LIMITED$2.6M0.61%8,370CommonSHARED
742718109PGPROCTER AND GAMBLE CO$2.4M0.57%16,955CommonSHARED
N07059210ASMLASML HOLDING N V$2.3M0.55%2,190CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$2.3M0.55%3,417CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$2.3M0.54%2,633CommonSHARED
25243Q205DEODIAGEO PLC$2.2M0.53%25,966CommonSHARED
580135101MCDMCDONALDS CORP$2.2M0.51%7,086CommonSHARED
464288257ACWIISHARES TR$2.2M0.51%15,257CommonSHARED
046353108AZNNASTRAZENECA PLC$2.1M0.49%22,931CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$2.0M0.46%24,867CommonSHARED
713448108PEPPEPSICO INC$1.9M0.45%13,312CommonSHARED
464287200IVVISHARES TR$1.9M0.44%2,739CommonSHARED
464287655IWMISHARES TR$1.8M0.42%7,348CommonSHARED
384637104GHCGRAHAM HLDGS CO$1.7M0.40%1,563CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.6M0.38%2,764CommonSHARED
609207105MDLZMONDELEZ INTL INC$1.4M0.33%25,953CommonSHARED
767204100RIORIO TINTO PLC$1.4M0.32%17,209CommonSHARED
532457108LLYELI LILLY & CO$1.3M0.31%1,249CommonSHARED
464287457SHYISHARES TR$1.3M0.31%15,762CommonSHARED
595112103MUMICRON TECHNOLOGY INC$1.2M0.28%4,176CommonSHARED
464287440IEFISHARES TR$1.1M0.25%10,990CommonSHARED
02079K107GOOGALPHABET INC$1.0M0.24%3,247CommonSHARED
060505104BACBANK AMERICA CORP$974,1050.23%17,711CommonSHARED
46429B747STIPISHARES TR$902,5680.21%8,815CommonSHARED
922908769VTIVANGUARD INDEX FDS$858,2910.20%2,560CommonSHARED
17275R102CSCOCISCO SYS INC$777,3100.18%10,091CommonSHARED
78464A763SDYSPDR SERIES TRUST$724,1890.17%5,204CommonSHARED
921937835BNDVANGUARD BD INDEX FDS$703,5200.17%9,498CommonSHARED
30231G102XOMEXXON MOBIL CORP$561,5060.13%4,666CommonSHARED
351858105FNVFRANCO NEV CORP$559,6940.13%2,700CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$559,1010.13%6,687CommonSHARED
191216100KOCOCA COLA CO$514,3280.12%7,357CommonSHARED
22052L104CTVACORTEVA INC$514,2540.12%7,672CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$493,7810.12%4,200CommonSHARED
80105N105SNYSANOFI SA$455,9600.11%9,409CommonSHARED
464287176TIPISHARES TR$426,6710.10%3,882CommonSHARED
46429B663HDVISHARES TR$401,7990.09%3,304CommonSHARED
33734X192SKYYFIRST TR EXCHANGE TRADED FD$381,5250.09%2,933CommonSHARED
00287Y109ABBVABBVIE INC$373,1240.09%1,633CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$370,0300.09%6,883CommonSHARED
33733E302FDNFIRST TR EXCHANGE-TRADED FD$358,0090.08%1,330CommonSHARED
89677Q107TCOMTRIP COM GROUP LTD$353,2220.08%4,912CommonSHARED
65339F101NEENEXTERA ENERGY INC$349,3790.08%4,352CommonSHARED
464287614IWFISHARES TR$321,8440.08%680CommonSHARED
921932505VOOGVANGUARD ADMIRAL FDS INC$320,1050.08%720CommonSHARED
G9618E107WTMWHITE MTNS INS GROUP LTD$320,0170.08%154CommonSHARED
46434G822EWJISHARES INC$302,7750.07%3,750CommonSHARED
464287721IYWISHARES TR$289,1370.07%1,448CommonSHARED
75513E101RTXRTX CORPORATION$284,8200.07%1,553CommonSHARED
57686G105MATXMATSON INC$284,1650.07%2,300CommonSHARED
92206C680VONGVANGUARD SCOTTSDALE FDS$271,0160.06%2,226CommonSHARED
33734X846CIBRFIRST TR EXCHANGE TRADED FD$268,5090.06%3,758CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$267,8070.06%1,046CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$259,3870.06%805CommonSHARED
464286665EPPISHARES INC$252,3500.06%5,000CommonSHARED
808524607SCHASCHWAB STRATEGIC TR$252,2760.06%8,858CommonSHARED
09260D107BXBLACKSTONE INC$231,6720.05%1,503CommonSHARED
64110L106NFLXNETFLIX INC$225,0240.05%2,400CommonSHARED
78409V104SPGIS&P GLOBAL INC$221,0560.05%423CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$217,5820.05%990CommonSHARED
46435G334EWUISHARES TR$209,6530.05%4,767CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$198,7800.05%3,182CommonSHARED
464288661IEIISHARES TR$192,1530.05%1,610CommonSHARED
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$187,6890.04%4,209CommonSHARED
81762P102NOWSERVICENOW INC$186,8920.04%1,220CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$182,8160.04%212CommonSHARED
00724F101ADBEADOBE INC$178,4950.04%510CommonSHARED
92189F726BBHVANECK ETF TRUST$178,0980.04%941CommonSHARED
82509L107SHOPSHOPIFY INC$174,9740.04%1,087CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$162,4720.04%365CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$159,8070.04%1,110CommonSHARED
032095101APHAMPHENOL CORP NEW$157,9790.04%1,169CommonSHARED
464287598IWDISHARES TR$157,1240.04%747CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$144,1380.03%1,250CommonSHARED
654106103NKENIKE INC$134,5560.03%2,112CommonSHARED
617446448MSMORGAN STANLEY$115,9270.03%653CommonSHARED
931142103WMTWALMART INC$112,9700.03%1,014CommonSHARED
743315103PGRPROGRESSIVE CORP$110,4440.03%485CommonSHARED
260557103DOWDOW INC$106,2150.02%4,543CommonSHARED
285512109EAELECTRONIC ARTS INC$104,2080.02%510CommonSHARED
74743L100QQNITY ELECTRONICS INC$102,8790.02%1,260CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$101,3440.02%2,521CommonSHARED
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$99,6940.02%3,000CommonSHARED
G25508105CRHCRH PLC$93,6000.02%750CommonSHARED
92189F700MOOVANECK ETF TRUST$92,7340.02%1,274CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$91,0220.02%562CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$89,5330.02%191CommonSHARED
437076102HDHOME DEPOT INC$88,4340.02%257CommonSHARED
79466L302CRMSALESFORCE INC$87,9500.02%332CommonSHARED
92206C102VGSHVANGUARD SCOTTSDALE FDS$84,8060.02%1,444CommonSHARED
075887109BDXBECTON DICKINSON & CO$81,1210.02%418CommonSHARED
808524409SCHVSCHWAB STRATEGIC TR$78,9700.02%2,667CommonSHARED
92206C706VGITVANGUARD SCOTTSDALE FDS$78,8080.02%1,315CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$78,2360.02%237CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$76,1340.02%84CommonSHARED
46432F842IEFAISHARES TR$71,6570.02%801CommonSHARED
78468R747SHESPDR SERIES TRUST$70,1310.02%531CommonSHARED
464287473IWSISHARES TR$68,1270.02%483CommonSHARED
464287507IJHISHARES TR$63,3600.01%960CommonSHARED
126408103CSXCSX CORP$62,7850.01%1,732CommonSHARED
922908744VTVVANGUARD INDEX FDS$61,1170.01%320CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$59,6940.01%340CommonSHARED
921910725VSGXVANGUARD WORLD FD$59,4450.01%830CommonSHARED
G87052109TELTE CONNECTIVITY PLC$56,1950.01%247CommonSHARED
576323109MTZMASTEC INC$54,3430.01%250CommonSHARED
882508104TXNTEXAS INSTRS INC$53,9550.01%311CommonSHARED
540424108LLOEWS CORP$52,9710.01%503CommonSHARED
G29183103ETNEATON CORP PLC$52,5540.01%165CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$52,3230.01%599CommonSHARED
464288182AAXJISHARES TR$50,6570.01%544CommonSHARED
464287325IXJISHARES TR$49,4790.01%508CommonSHARED
393657101GBXGREENBRIER COS INC$47,9550.01%1,026CommonSHARED
464288802SUSAISHARES TR$46,6810.01%335CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$46,6580.01%467CommonSHARED
002824100ABTABBOTT LABS$45,3550.01%362CommonSHARED
811916105SASEABRIDGE GOLD INC$44,4700.01%1,500CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$43,7590.01%875CommonSHARED
052769106ADSKAUTODESK INC$41,7370.01%141CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$41,2100.01%764CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$40,9420.01%534CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$40,8600.01%405CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$40,4850.01%71CommonSHARED
464287168DVYISHARES TR$39,5190.01%280CommonSHARED
344174107FHTXFOGHORN THERAPEUTICS INC$38,3400.01%7,100CommonSHARED
163851108CCCHEMOURS CO$37,7280.01%3,200CommonSHARED
631103108NDAQNASDAQ INC$37,5890.01%387CommonSHARED
29444U700EQIXEQUINIX INC$37,5420.01%49CommonSHARED
92189F676SMHVANECK ETF TRUST$37,4540.01%104CommonSHARED
12504L109CBRECBRE GROUP INC$36,8210.01%229CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$36,1480.01%660CommonSHARED
682189105ONON SEMICONDUCTOR CORP$36,0640.01%666CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$34,0560.01%220CommonSHARED
717081103PFEPFIZER INC$33,6150.01%1,350CommonSHARED
23331A109DHID R HORTON INC$33,2710.01%231CommonSHARED
05464C101AXONAXON ENTERPRISE INC$31,2360.01%55CommonSHARED
46137V548PIDINVESCO EXCHANGE TRADED FD T$30,9760.01%1,408CommonSHARED
464287481IWPISHARES TR$30,6750.01%224CommonSHARED
032108409DIVOAMPLIFY ETF TR$30,0380.01%675CommonSHARED
464287242LQDISHARES TR$29,9720.01%272CommonSHARED
855244109SBUXSTARBUCKS CORP$29,7260.01%353CommonSHARED
20030N101CMCSACOMCAST CORP NEW$29,0830.01%973CommonSHARED
438516106HONHONEYWELL INTL INC$29,0680.01%149CommonSHARED
464288224ICLNISHARES TR$28,9330.01%1,761CommonSHARED
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$28,6050.01%1,500CommonSHARED
53656F623INFLLISTED FDS TR$28,4990.01%641CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$25,5370.01%50CommonSHARED
235851102DHRDANAHER CORPORATION$24,2660.01%106CommonSHARED
72201Y101PDIPIMCO DYNAMIC INCOME FD$22,8640.01%1,291CommonSHARED
88160R101TSLATESLA INC$22,4860.01%50CommonSHARED
760759100RSGREPUBLIC SVCS INC$22,0410.01%104CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$21,3080.00%47CommonSHARED
33738R720ROBTFIRST TR EXCHANGE TRADED FD$21,2130.00%409CommonSHARED
651639106NEMNEWMONT CORP$20,8690.00%209CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$20,5040.00%106CommonSHARED
780259305SHELSHELL PLC$20,2800.00%276CommonSHARED
697900108PAASPAN AMERN SILVER CORP$19,8430.00%383CommonSHARED
19762B707INCOCOLUMBIA ETF TR II$19,4430.00%300CommonSHARED
59156R108METMETLIFE INC$18,6300.00%236CommonSHARED
038222105AMATAPPLIED MATLS INC$18,5030.00%72CommonSHARED
11135F101AVGOBROADCOM INC$17,6510.00%51CommonSHARED
15135B101CNCCENTENE CORP DEL$16,7070.00%406CommonSHARED
78464A870XBISPDR SERIES TRUST$15,9730.00%131CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$15,9580.00%86CommonSHARED
166764100CVXCHEVRON CORP NEW$15,6980.00%103CommonSHARED
19247L106RQICOHEN & STEERS QUALITY INCOM$14,7200.00%1,289CommonSHARED
278865100ECLECOLAB INC$14,1760.00%54CommonSHARED
025816109AXPAMERICAN EXPRESS CO$14,0580.00%38CommonSHARED
949746101WMT2WELLS FARGO CO NEW$13,5140.00%145CommonSHARED
969457100WMBWILLIAMS COS INC$13,4050.00%223CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$13,0330.00%44CommonSHARED
37954Y855LITGLOBAL X FDS$12,9720.00%200CommonSHARED
09290D101BLKBLACKROCK INC$12,8440.00%12CommonSHARED
94106L109WMWASTE MGMT INC DEL$12,5230.00%57CommonSHARED
58933Y105MRKMERCK & CO INC$12,4210.00%118CommonSHARED
12504G100IGRCBRE GBL REAL ESTATE INC FD$12,3650.00%2,823CommonSHARED
58155Q103MCKMCKESSON CORP$12,3040.00%15CommonSHARED
922908736VUGVANGUARD INDEX FDS$12,1970.00%25CommonSHARED
88579Y101MMM3M CO$12,1680.00%76CommonSHARED
384802104GWWWW GRAINGER INC$12,1090.00%12CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$12,0360.00%41CommonSHARED
23804L103DDOGDATADOG INC$11,4230.00%84CommonSHARED
001055102AFLAFLAC INC$11,2480.00%102CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$11,1240.00%23CommonSHARED
149123101CATCATERPILLAR INC$10,8850.00%19CommonSHARED
69343T107PJTPJT PARTNERS INC$10,8680.00%65CommonSHARED
464287648IWOISHARES TR$10,6590.00%33CommonSHARED
02209S103MOALTRIA GROUP INC$10,4360.00%181CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$10,3690.00%32CommonSHARED
Y8162K204SBLKSTAR BULK CARRIERS CORP.$10,3020.00%536CommonSHARED
806857108SLBSLB LIMITED$10,2470.00%267CommonSHARED
244199105DEDEERE & CO$10,2430.00%22CommonSHARED
718172109PMPHILIP MORRIS INTL INC$10,1050.00%63CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$10,0590.00%84CommonSHARED
020002101ALLALLSTATE CORP$9,9910.00%48CommonSHARED
405552100HLNHALEON PLC$9,8170.00%971CommonSHARED
872540109TJXTJX COS INC NEW$9,6770.00%63CommonSHARED
45168D104IDXXIDEXX LABS INC$9,4710.00%14CommonSHARED
803054204SAPSAP SE$9,2310.00%38CommonSHARED
464287630IWNISHARES TR$9,0610.00%50CommonSHARED
055622104BPBP PLC$8,9260.00%257CommonSHARED
747525103QCOMQUALCOMM INC$8,5530.00%50CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$8,4730.00%46CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$8,4120.00%29CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$8,3480.00%45CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$8,2090.00%90CommonSHARED
090572207BIOBIO RAD LABS INC$8,1810.00%27CommonSHARED
343498101FLOFLOWERS FOODS INC$7,8230.00%719CommonSHARED
37940X102GPNGLOBAL PMTS INC$7,1210.00%92CommonSHARED
032654105ADIANALOG DEVICES INC$7,0510.00%26CommonSHARED
40412C101HCAHCA HEALTHCARE INC$7,0030.00%15CommonSHARED
443573100HUBSHUBSPOT INC$6,4210.00%16CommonSHARED
682680103OKEONEOK INC NEW$6,3950.00%87CommonSHARED
20825C104COPCONOCOPHILLIPS$6,1780.00%66CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$5,7450.00%209CommonSHARED
88339J105TTDTHE TRADE DESK INC$5,3900.00%142CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$5,1450.00%23CommonSHARED
929160109VMCVULCAN MATLS CO$5,1340.00%18CommonSHARED
921946885VWOBVANGUARD WHITEHALL FDS$4,9900.00%74CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$4,7230.00%93CommonSHARED
G54950103LINLINDE PLC$4,6900.00%11CommonSHARED
615369105MCOMOODYS CORP$4,5980.00%9CommonSHARED
570535104MKLMARKEL GROUP INC$4,2990.00%2CommonSHARED
036752103ELVELEVANCE HEALTH INC FORMERLY$4,2070.00%12CommonSHARED
548661107LOWLOWES COS INC$4,1000.00%17CommonSHARED
G0403H108AONAON PLC$3,8820.00%11CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$3,6950.00%15CommonSHARED
92338C103VLTOVERALTO CORP$3,6920.00%37CommonSHARED
N5505D105MICCMAGNUM ICE CREAM CO NV$3,6300.00%227CommonSHARED
256163106DOCUDOCUSIGN INC$3,0780.00%45CommonSHARED
884903808TRI4EURTHOMSON REUTERS CORP$3,0400.00%23CommonSHARED
25401T603DBRGDIGITALBRIDGE GROUP INC$2,5160.00%164CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$2,4050.00%16CommonSHARED
46432F339QUALISHARES TR$2,3830.00%12CommonSHARED
46434V456IQLTISHARES TR$2,2730.00%50CommonSHARED
56585A102MPCMARATHON PETE CORP$1,9520.00%12CommonSHARED
16411R208LNGCHENIERE ENERGY INC$1,7500.00%9CommonSHARED
H01301128ALCALCON AG$1,5970.00%20CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$1,3570.00%33CommonSHARED
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1,2630.00%26CommonSHARED
406216101HALHALLIBURTON CO$1,2430.00%44CommonSHARED
30190A104FGF&G ANNUITIES & LIFE INC$2780.00%9CommonSHARED

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.