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Evelyn Partners Investment Management LLP

Q4 2025 · 13F-HR

Evelyn Partners Investment Management LLPholdings as filed

Filed 2026-02-13 · accession 0001420506-26-000370

$3.62B
Reported value
413
Positions
2025-12-31
Period end
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The Brief · Evelyn Partners Investment Management LLP · Q4 2025

AI · grounded in 13F

Evelyn Partners Investment Management LLP reduced its position in ACN by 65.12% and trimmed MCD by 58.12%. The fund increased its holdings in JPM by 18.06% and TSM by 14.11%. Other activity included accumulating shares of MSFT by 12.3% and reducing its stake in GOOGL by 20.58%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$325.2M8.99%672,530CommonSOLE
02079K305GOOGLALPHABET INC$289.7M8.00%925,561CommonSOLE
023135106AMZNAMAZON COM INC$281.4M7.78%1,219,180CommonSOLE
67066G104NVDANVIDIA CORPORATION$156.7M4.33%840,403CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$140.3M3.88%279,184CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$136.8M3.78%450,249CommonSOLE
G25508105CRHCRH PLC$129.3M3.57%1,035,861CommonSOLE
92826C839VVISA INC$127.0M3.51%362,056CommonSOLE
037833100AAPLAPPLE INC$106.6M2.94%391,945CommonSOLE
863667101SYKSTRYKER CORPORATION$94.0M2.60%267,314CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$87.3M2.41%270,892CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$85.0M2.35%15,870CommonSOLE
H1467J104CBCHUBB LIMITED$82.7M2.28%264,903CommonSOLE
30303M102METAMETA PLATFORMS INC$70.9M1.96%107,457CommonSOLE
191216100KOCOCA COLA CO$67.8M1.87%969,870CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$60.5M1.67%104,357CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$55.1M1.52%166,939CommonSOLE
02079K107GOOGALPHABET INC$43.2M1.19%137,592CommonSOLE
78409V104SPGIS&P GLOBAL INC$42.0M1.16%80,453CommonSOLE
631103108NDAQNASDAQ INC$41.8M1.15%430,244CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$40.9M1.13%71,566CommonSOLE
G54950103LINLINDE PLC$38.5M1.06%90,379CommonSOLE
98978V103ZTSZOETIS INC$38.2M1.05%303,314CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$37.2M1.03%811,531CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$36.7M1.01%41,729CommonSOLE
053332102AZOAUTOZONE INC$35.5M0.98%10,465CommonSOLE
060505104BACBANK AMERICA CORP$35.3M0.98%642,622CommonSOLE
45167R104IEXIDEX CORP$33.0M0.91%185,359CommonSOLE
65339F101NEENEXTERA ENERGY INC$32.6M0.90%405,615CommonSOLE
872540109TJXTJX COS INC NEW$30.5M0.84%198,801CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$30.4M0.84%53,599CommonSOLE
478160104JNJJOHNSON & JOHNSON$28.5M0.79%137,774CommonSOLE
235851102DHRDANAHER CORPORATION$27.8M0.77%121,592CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$26.7M0.74%691,023CommonSOLE
931142103WMTWALMART INC$26.4M0.73%237,236CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$25.4M0.70%57,143CommonSOLE
N3167Y103RACEFERRARI N V$24.9M0.69%66,528CommonSOLE
09260D107BXBLACKSTONE INC$23.6M0.65%153,033CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$22.3M0.62%131,375CommonSOLE
F92124100TTETOTALENERGIES SE$22.3M0.61%340,877CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$19.5M0.54%237,279CommonSOLE
580135101MCDMCDONALDS CORP$19.4M0.53%63,321CommonSOLE
651639106NEMNEWMONT CORP$18.7M0.52%186,964CommonSOLE
742718109PGPROCTER AND GAMBLE CO$18.3M0.51%128,042CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$17.8M0.49%349,543CommonSOLE
64110L106NFLXNETFLIX INC$17.8M0.49%189,331CommonSOLE
461202103INTUINTUIT$17.0M0.47%25,606CommonSOLE
570535104MKLMARKEL GROUP INC$16.4M0.45%7,651CommonSOLE
G17977110BURBURFORD CAP LTD$16.4M0.45%1,829,353CommonSOLE
166764100CVXCHEVRON CORP NEW$15.8M0.44%103,729CommonSOLE
032095101APHAMPHENOL CORP NEW$14.2M0.39%105,134CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$13.5M0.37%141,888CommonSOLE
254687106DISDISNEY WALT CO$13.0M0.36%114,009CommonSOLE
17275R102CSCOCISCO SYS INC$11.6M0.32%150,943CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$11.0M0.31%49,593CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$10.5M0.29%163,138CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$9.6M0.26%54,579CommonSOLE
11135F101AVGOBROADCOM INC$9.5M0.26%27,499CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.4M0.26%10,924CommonSOLE
244199105DEDEERE & CO$9.0M0.25%19,333CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.3M0.23%69,277CommonSOLE
G29183103ETNEATON CORP PLC$8.3M0.23%25,987CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8.1M0.22%62,188CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$8.0M0.22%68,106CommonSOLE
002824100ABTABBOTT LABS$8.0M0.22%63,458CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.8M0.21%42,157CommonSOLE
74340W103PLDPROLOGIS INC.$7.7M0.21%60,209CommonSOLE
12572Q105CMECME GROUP INC$7.4M0.21%27,277CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.2M0.20%26,929CommonSOLE
78463V107GLDSPDR GOLD TR$6.9M0.19%17,483CommonSOLE
79466L302CRMSALESFORCE INC$6.7M0.18%25,171CommonSOLE
040413205ANETARISTA NETWORKS INC$6.4M0.18%48,729CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$6.3M0.17%395,397CommonSOLE
713448108PEPPEPSICO INC$6.2M0.17%42,942CommonSOLE
780087102RYROYAL BK CDA$5.6M0.15%32,859CommonSOLE
532457108LLYELI LILLY & CO$5.6M0.15%5,188CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.5M0.15%101,974CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.8M0.13%15,213CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$4.7M0.13%21,960CommonSOLE
438516106HONHONEYWELL INTL INC$4.3M0.12%22,273CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.0M0.11%13,514CommonSOLE
46090E103QQQINVESCO QQQ TR$4.0M0.11%6,435CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.7M0.10%90,388CommonSOLE
969457100WMBWILLIAMS COS INC$3.6M0.10%60,529CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.3M0.09%10,216CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3.3M0.09%5,233CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.2M0.09%17,495CommonSOLE
891160509TDTORONTO DOMINION BK ONT$3.2M0.09%34,069CommonSOLE
806857108SLBSLB LIMITED$3.2M0.09%82,342CommonSOLE
172967424CCITIGROUP INC$3.1M0.09%26,804CommonSOLE
55354G100MSCIMSCI INC$3.0M0.08%5,160CommonSOLE
88160R101TSLATESLA INC$2.7M0.08%6,098CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.6M0.07%8,894CommonSOLE
82509L107SHOPSHOPIFY INC$2.6M0.07%15,935CommonSOLE
149123101CATCATERPILLAR INC$2.5M0.07%4,322CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.5M0.07%5,235CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.4M0.07%30,899CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.4M0.07%3,559CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.3M0.06%11,689CommonSOLE
81762P102NOWSERVICENOW INC$2.2M0.06%14,430CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.2M0.06%56,113CommonSOLE
H50430232LOGILOGITECH INTL S A$2.2M0.06%21,339CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.2M0.06%9,664CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2.1M0.06%28,821CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.0M0.05%37,425CommonSOLE
G3265R107APTVAPTIV PLC$2.0M0.05%25,986CommonSOLE
42704L104HRIHERC HLDGS INC$2.0M0.05%13,271CommonSOLE
548661107LOWLOWES COS INC$2.0M0.05%8,095CommonSOLE
46429B747STIPISHARES TR$1.9M0.05%18,825CommonSOLE
497266106KEXKIRBY CORP$1.9M0.05%17,270CommonSOLE
097023105BABOEING CO$1.9M0.05%8,690CommonSOLE
464286392URTHISHARES INC$1.9M0.05%10,074CommonSOLE
369604301GEGE AEROSPACE$1.8M0.05%5,873CommonSOLE
260003108DOVDOVER CORP$1.8M0.05%9,003CommonSOLE
75513E101RTXRTX CORPORATION$1.7M0.05%9,315CommonSOLE
617446448MSMORGAN STANLEY$1.7M0.05%9,465CommonSOLE
464287200IVVISHARES TR$1.6M0.04%2,373CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.04%5,983CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.5M0.04%5,205CommonSOLE
58933Y105MRKMERCK & CO INC$1.5M0.04%13,985CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.4M0.04%3,779CommonSOLE
717081103PFEPFIZER INC$1.4M0.04%55,147CommonSOLE
H42097107UBSUBS GROUP AG$1.4M0.04%29,005CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.3M0.04%34,719CommonSOLE
780259305SHELSHELL PLC$1.3M0.04%17,297CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.3M0.03%2,171CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.2M0.03%43,218CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.03%5,273CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.1M0.03%17,596CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.1M0.03%4,340CommonSOLE
882508104TXNTEXAS INSTRS INC$1.1M0.03%6,156CommonSOLE
654106103NKENIKE INC$1.1M0.03%16,500CommonSOLE
00206R102TAT&T INC$1.0M0.03%41,108CommonSOLE
09290D101BLKBLACKROCK INC$1.0M0.03%948CommonSOLE
907818108UNPUNION PAC CORP$987,7360.03%4,270CommonSOLE
36828A101GEVGE VERNOVA INC$954,2120.03%1,460CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$915,4820.03%2,353CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$823,7600.02%11,411CommonSOLE
718172109PMPHILIP MORRIS INTL INC$823,0120.02%5,131CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$815,1870.02%6,177CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$807,9570.02%29,898CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$792,5830.02%2,412CommonSOLE
904767803ULUNILEVER PLC$789,9010.02%12,078CommonSOLE
H01301128ALCALCON AG$777,5840.02%9,740CommonSOLE
92338C103VLTOVERALTO CORP$725,4010.02%7,270CommonSOLE
97717W521OPPJWISDOMTREE TR$688,8920.02%14,847CommonSOLE
046353108AZNNASTRAZENECA PLC$686,9930.02%7,473CommonSOLE
285512109EAELECTRONIC ARTS INC$683,4840.02%3,345CommonSOLE
92204A702VGTVANGUARD WORLD FD$658,0500.02%873CommonSOLE
437076102HDHOME DEPOT INC$656,8870.02%1,909CommonSOLE
665859104NTRSNORTHERN TR CORP$626,9480.02%4,590CommonSOLE
126408103CSXCSX CORP$617,9180.02%17,046CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$617,4600.02%7,385CommonSOLE
05464C101AXONAXON ENTERPRISE INC$617,3400.02%1,087CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$592,5960.02%9,300CommonSOLE
48251W104KKRKKR & CO INC$591,5070.02%4,640CommonSOLE
G0403H108AONAON PLC$591,0740.02%1,675CommonSOLE
464287655IWMISHARES TR$589,5530.02%2,395CommonSOLE
571903202MARMARRIOTT INTL INC NEW$566,8080.02%1,827CommonSOLE
988498101YUMYUM BRANDS INC$560,0390.02%3,702CommonSOLE
02209S103MOALTRIA GROUP INC$525,3980.01%9,112CommonSOLE
518439104ELLAUDER ESTEE COS INC$519,6210.01%4,962CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$502,1090.01%3,860CommonSOLE
G4766E116INDVINDIVIOR PLC$453,6310.01%12,643CommonSOLE
13321L108CCJCAMECO CORP$441,6440.01%4,823CommonSOLE
06849F108BBARRICK MNG CORP$439,8120.01%10,096CommonSOLE
98419M100XYLXYLEM INC$437,8190.01%3,215CommonSOLE
00326A104SGOLETFS GOLD TR$432,9830.01%10,540CommonSOLE
579780206MKCMCCORMICK & CO INC$423,6440.01%6,220CommonSOLE
G8473T100STESTERIS PLC$416,7870.01%1,644CommonSOLE
94106L109WMWASTE MGMT INC DEL$408,6610.01%1,860CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$404,0480.01%6,921CommonSOLE
G5960L103MDTMEDTRONIC PLC$403,8360.01%4,204CommonSOLE
97717W851DXJWISDOMTREE TR$384,4750.01%2,667CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$382,2730.01%2,710CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$359,2320.01%630CommonSOLE
00724F101ADBEADOBE INC$356,2900.01%1,018CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$355,0590.01%2,965CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$338,3670.01%3,743CommonSOLE
20825C104COPCONOCOPHILLIPS$333,3450.01%3,561CommonSOLE
458140100INTCINTEL CORP$315,8640.01%8,560CommonSOLE
857477103STTSTATE STR CORP$315,4290.01%2,445CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$290,9270.01%3,209CommonSOLE
46434G103IEMGISHARES INC$289,5840.01%4,308CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$287,9860.01%5,339CommonSOLE
90138F102TWLOTWILIO INC$284,4800.01%2,000CommonSOLE
922908769VTIVANGUARD INDEX FDS$283,3030.01%845CommonSOLE
020002101ALLALLSTATE CORP$279,3370.01%1,342CommonSOLE
464287234EEMISHARES TR$276,2860.01%5,050CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$268,5450.01%2,518CommonSOLE
063671101BMOBANK MONTREAL QUE$268,0580.01%2,064CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$266,2600.01%3,610CommonSOLE
052769106ADSKAUTODESK INC$259,8970.01%878CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$244,6410.01%1,204CommonSOLE
16411R208LNGCHENIERE ENERGY INC$233,2680.01%1,200CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$230,8090.01%5,200CommonSOLE
001084102AGCOAGCO CORP$230,5470.01%2,210CommonSOLE
456788108INFYINFOSYS LTD$224,5320.01%12,600CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$221,0610.01%4,112CommonSOLE
29444U700EQIXEQUINIX INC$217,5890.01%284CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$212,8710.01%3,203CommonSOLE
291011104EMREMERSON ELEC CO$212,3520.01%1,600CommonSOLE
22052L104CTVACORTEVA INC$204,7770.01%3,055CommonSOLE
464288182AAXJISHARES TR$200,2080.01%2,150CommonSOLE
512807306LRCXLAM RESEARCH CORP$198,5690.01%1,160CommonSOLE
219350105GLWCORNING INC$194,3830.01%2,220CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$186,7710.01%975CommonSOLE
718546104PSXPHILLIPS 66$182,0750.01%1,411CommonSOLE
228368106CCKCROWN HLDGS INC$180,1980.00%1,750CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$175,3750.00%6,250CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$175,0340.00%3,603CommonSOLE
464286665EPPISHARES INC$166,5510.00%3,300CommonSOLE
D18190898DBDEUTSCHE BANK A G$165,2870.00%4,250CommonSOLE
74743L100QQNITY ELECTRONICS INC$159,8710.00%1,958CommonSOLE
670100205NVONOVO-NORDISK A S$159,8140.00%3,141CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$158,3670.00%1,100CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$157,5840.00%3,920CommonSOLE
20030N101CMCSACOMCAST CORP NEW$151,7980.00%5,421CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$145,0300.00%500CommonSOLE
45104G104IBNICICI BANK LIMITED$143,0700.00%4,801CommonSOLE
126650100CVSCVS HEALTH CORP$142,8480.00%1,800CommonSOLE
871829107SYYSYSCO CORP$140,0110.00%1,900CommonSOLE
58733R102MELIMERCADOLIBRE INC$136,9700.00%68CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$136,7030.00%1,565CommonSOLE
855244109SBUXSTARBUCKS CORP$132,9680.00%1,579CommonSOLE
370334104GISGENERAL MLS INC$132,3390.00%2,846CommonSOLE
67077M108NTRNUTRIEN LTD$127,5280.00%2,066CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$124,8010.00%2,125CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$124,2810.00%1,521CommonSOLE
68389X105ORCLORACLE CORP$123,7680.00%635CommonSOLE
35137L105FOXAFOX CORP$119,8350.00%1,640CommonSOLE
902973304USBUS BANCORP DEL$118,4590.00%2,220CommonSOLE
278865100ECLECOLAB INC$113,4090.00%432CommonSOLE
929236107WDFCWD 40 CO$112,2330.00%570CommonSOLE
464287549IGMISHARES TR$111,7230.00%865CommonSOLE
184496107CLHCLEAN HARBORS INC$107,8610.00%460CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$106,2220.00%915CommonSOLE
31428X106FDXFEDEX CORP$103,9900.00%360CommonSOLE
058498106BALLBALL CORP$102,0200.00%1,926CommonSOLE
37045V100GMGENERAL MTRS CO$101,8940.00%1,253CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$100,6030.00%208CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$98,6410.00%407CommonSOLE
042068205ARMARM HOLDINGS PLC$98,3790.00%900CommonSOLE
66987V109NVSNOVARTIS AG$96,5090.00%700CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$95,8880.00%1,600CommonSOLE
941848103WATWATERS CORP$94,9580.00%250CommonSOLE
375558103GILDGILEAD SCIENCES INC$94,0190.00%766CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$92,7740.00%737CommonSOLE
260557103DOWDOW INC$91,6730.00%3,921CommonSOLE
G491BT108IVZINVESCO LTD$91,1570.00%3,470CommonSOLE
46434G822EWJISHARES INC$88,8140.00%1,100CommonSOLE
500754106KHCKRAFT HEINZ CO$86,9360.00%3,585CommonSOLE
806407102HSICHENRY SCHEIN INC$86,9170.00%1,150CommonSOLE
615369105MCOMOODYS CORP$86,8450.00%170CommonSOLE
369550108GDGENERAL DYNAMICS CORP$84,8380.00%252CommonSOLE
22822V101CCICROWN CASTLE INC$84,4270.00%950CommonSOLE
H11356104BGBUNGE GLOBAL SA$83,7350.00%940CommonSOLE
055622104BPBP PLC$82,7270.00%2,382CommonSOLE
33734G108FRIFIRST TR EXCHANGE-TRADED FD$82,2030.00%3,010CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$77,8730.00%444CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$74,7560.00%510CommonSOLE
384802104GWWWW GRAINGER INC$74,6700.00%74CommonSOLE
G87052109TELTE CONNECTIVITY PLC$73,9410.00%325CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$73,6500.00%730CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$69,5890.00%175CommonSOLE
747525103QCOMQUALCOMM INC$68,4200.00%400CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$68,1720.00%1,300CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$68,1070.00%1,091CommonSOLE
N82405106STLASTELLANTIS N.V$61,2320.00%5,510CommonSOLE
452327109ILMNILLUMINA INC$60,5960.00%462CommonSOLE
922280102VRNSVARONIS SYS INC$59,0400.00%1,800CommonSOLE
171779309CIENCIENA CORP$58,4680.00%250CommonSOLE
136385101CNQCANADIAN NAT RES LTD$56,9060.00%1,680CommonSOLE
125523100CITHE CIGNA GROUP$56,1470.00%204CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$55,8390.00%655CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$55,6840.00%1,873CommonSOLE
92204A405VFHVANGUARD WORLD FD$55,3980.00%415CommonSOLE
453038408IMOIMPERIAL OIL LTD$54,4300.00%630CommonSOLE
343498101FLOFLOWERS FOODS INC$54,4000.00%5,000CommonSOLE
896239100TRMBTRIMBLE INC$50,9280.00%650CommonSOLE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$49,2300.00%1,800CommonSOLE
922908363VOOVANGUARD INDEX FDS$48,2890.00%77CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$47,4020.00%34CommonSOLE
97717W422EPIWISDOMTREE TR$46,2900.00%1,000CommonSOLE
29364G103ETRENTERGY CORP NEW$46,2150.00%500CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$45,3500.00%500CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$43,7100.00%500CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$43,4730.00%245CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$42,8320.00%200CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$42,6400.00%500CommonSOLE
46435G334EWUISHARES TR$41,7810.00%950CommonSOLE
922908751VBVANGUARD INDEX FDS$41,2720.00%160CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$41,1200.00%1,000CommonSOLE
337345102QTECFIRST TR EXCHANGE-TRADED FD$40,2870.00%175CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$39,5190.00%412CommonSOLE
115637209BF/BBROWN FORMAN CORP$38,8820.00%1,492CommonSOLE
464287176TIPISHARES TR$38,4690.00%350CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$37,0050.00%400CommonSOLE
031162100AMGNAMGEN INC$36,9860.00%113CommonSOLE
428291108HXLHEXCEL CORP NEW$36,9500.00%500CommonSOLE
10554B104LNDBRASILAGRO COMPANHIA BRASILE$36,5120.00%10,199CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$36,1660.00%955CommonSOLE
038222105AMATAPPLIED MATLS INC$35,9790.00%140CommonSOLE
88579Y101MMM3M CO$35,2220.00%220CommonSOLE
78464A763SDYSPDR SERIES TRUST$34,7900.00%250CommonSOLE
15135U109CVECENOVUS ENERGY INC$34,3610.00%2,031CommonSOLE
680665205OLNOLIN CORP$33,6400.00%1,615CommonSOLE
767204100RIORIO TINTO PLC$33,6130.00%420CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$33,4270.00%337CommonSOLE
46138E651PIOINVESCO EXCH TRADED FD TR II$33,1140.00%750CommonSOLE
831865209AOSSMITH A O CORP$32,7710.00%490CommonSOLE
37954Y848SILGLOBAL X FDS$32,4060.00%388CommonSOLE
949746101WMT2WELLS FARGO CO NEW$31,6880.00%340CommonSOLE
464287523SOXXISHARES TR$31,6210.00%105CommonSOLE
737446104POSTPOST HLDGS INC$31,2010.00%315CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$31,0180.00%460CommonSOLE
33734X838FTRIFIRST TR EXCHANGE TRADED FD$29,6140.00%1,890CommonSOLE
G2717C106CWKCUSHMAN AND WAKEFIELD LTD$29,3850.00%1,815CommonSOLE
535555106LNNLINDSAY CORP$28,8780.00%245CommonSOLE
H2927K103AMRZAMRIZE LTD$28,6080.00%529CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$28,4210.00%620CommonSOLE
68634K106ORLAORLA MNG LTD NEW$27,2900.00%2,029CommonSOLE
00218A105ASPIASP ISOTOPES INC$26,7500.00%5,000CommonSOLE
922908553VNQVANGUARD INDEX FDS$26,1050.00%295CommonSOLE
06652K103BKUBANKUNITED INC$25,8510.00%580CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$25,5380.00%158CommonSOLE
464287242LQDISHARES TR$24,7930.00%225CommonSOLE
345370860FFORD MTR CO$24,4820.00%1,866CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$23,4840.00%145CommonSOLE
294429105EFXEQUIFAX INC$22,7830.00%105CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$22,7750.00%1,250CommonSOLE
880770102TERTERADYNE INC$22,2590.00%115CommonSOLE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$21,4040.00%480CommonSOLE
053611109AVYAVERY DENNISON CORP$20,5520.00%113CommonSOLE
911363109URIUNITED RENTALS INC$20,2330.00%25CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$20,1470.00%1,436CommonSOLE
464287226AGGISHARES TR$19,9760.00%200CommonSOLE
65249B109NWSANEWS CORP NEW$19,6420.00%752CommonSOLE
92556V106VTRSVIATRIS INC$18,6380.00%1,497CommonSOLE
745867101PHMPULTE GROUP INC$18,0580.00%154CommonSOLE
816851109SRESEMPRA$17,6580.00%200CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$17,5890.00%117CommonSOLE
04335A105ARVNARVINAS INC$17,4820.00%1,474CommonSOLE
N3168P101FERFERROVIAL SE$16,9280.00%262CommonSOLE
337738108FISVFISERV INC$16,7930.00%250CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$16,5530.00%74CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$15,1850.00%180CommonSOLE
26210C104DBXDROPBOX INC$13,9000.00%500CommonSOLE
880191101EMFTEMPLETON EMERGING MKTS FD$12,7730.00%750CommonSOLE
07725L102ONCBEONE MEDICINES LTD$12,4560.00%41CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$12,3680.00%260CommonSOLE
217204106CPRTCOPART INC$11,7450.00%300CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$11,3250.00%300CommonSOLE
929740108WABWABTEC$11,0990.00%52CommonSOLE
92204A306VDEVANGUARD WORLD FD$10,7030.00%85CommonSOLE
07831C103BRBRBELLRING BRANDS INC$10,6650.00%399CommonSOLE
69047Q102OVVOVINTIV INC$10,5420.00%269CommonSOLE
537008104LFUSLITTELFUSE INC$10,1170.00%40CommonSOLE
34959J108FTVFORTIVE CORP$10,1030.00%183CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$9,8850.00%343CommonSOLE
46429B663HDVISHARES TR$9,7290.00%80CommonSOLE
009066101ABNBAIRBNB INC$9,5000.00%70CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$9,1400.00%109CommonSOLE
303250104FICOFAIR ISAAC CORP$8,4530.00%5CommonSOLE
89400J107TRUTRANSUNION$8,4040.00%98CommonSOLE
40412C101HCAHCA HEALTHCARE INC$8,4030.00%18CommonSOLE
34959E109FTNTFORTINET INC$8,1790.00%103CommonSOLE
45168D104IDXXIDEXX LABS INC$8,1180.00%12CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$7,8410.00%270CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$7,7030.00%650CommonSOLE
127537207CDZICADIZ INC$7,6630.00%1,366CommonSOLE
012653101ALBALBEMARLE CORP$7,4960.00%53CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7,1940.00%80CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$7,1710.00%270CommonSOLE
056752108BIDUBAIDU INC$7,0560.00%54CommonSOLE
871607107SNPSSYNOPSYS INC$7,0460.00%15CommonSOLE
G0084W101ADNTADIENT PLC$6,0000.00%313CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$5,8730.00%120CommonSOLE
384747101GRALGRAIL INC$5,2210.00%61CommonSOLE
127097103CTRACOTERRA ENERGY INC$4,6320.00%176CommonSOLE
640491106NEOGNEOGEN CORP$3,8720.00%554CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$3,7680.00%150CommonSOLE
750940108RALRALLIANT CORP$3,1060.00%61CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$3,0010.00%60CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$2,6040.00%167CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2,5880.00%10CommonSOLE
654902204NOKNOKIA CORP$2,3810.00%368CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$2,3610.00%1,200CommonSOLE
G72800108PRTAPROTHENA CORP PLC$1,9000.00%199CommonSOLE
92189F106GDXVANECK ETF TRUST$1,7150.00%20CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG$1,6740.00%300CommonSOLE
90353W103UIUBIQUITI INC$1,6600.00%3CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1,6490.00%26CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$1,3080.00%300CommonSOLE
163851108CCCHEMOURS CO$1,2140.00%103CommonSOLE
92189F643MOATVANECK ETF TRUST$1,0360.00%10CommonSOLE
92204A504VHTVANGUARD WORLD FD$8640.00%3CommonSOLE
M8T80P204NEXNNEXXEN INTL LTD$8310.00%127CommonSOLE
668771108GENGEN DIGITAL INC$8160.00%30CommonSOLE
157210105CEVACEVA INC$7960.00%37CommonSOLE
57638P104MBCMASTERBRAND INC$6620.00%60CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$5970.00%17CommonSOLE
Y62267409NMMNAVIOS MARITIME PARTNERS L P$5240.00%10CommonSOLE
29082K105EMBCEMBECTA CORP$5230.00%44CommonSOLE
72765Q882PLGPLATINUM GROUP METALS LTD$5210.00%220CommonSOLE
83444M101SOLVSOLVENTUM CORP$3960.00%5CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$2430.00%22CommonSOLE
256163106DOCUDOCUSIGN INC$2050.00%3CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$1000.00%9CommonSOLE
08862E109BYNDBEYOND MEAT INC$700.00%85CommonSOLE
00773T101ASIXADVANSIX INC$690.00%4CommonSOLE
80880W205SCLXSCILEX HOLDING CO$610.00%5CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$70.00%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.