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Institutional

Evelyn Partners Investment Management LLP

CIK 0002065206
$3.68B
Reported AUM
410
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Evelyn Partners Investment Management LLP · Q1 2026

AI · grounded in 13F

Evelyn Partners Investment Management LLP established a new position in AZN valued at $325.48M. The fund also opened a new stake in SUNB for $28.95M and increased its holding of AVGO by 118.08%. Conversely, the manager reduced its position in UNH by 42.79%.

Portfolio · Q1 2026

AZN$325.5MMSFT$260.5MAMZN$258.7MGOOGL$258.0MNVDATSMBERKSHIVCRHAAPLSYKCBOther$1.65BEL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$325.5M8.84%+1,675,125NEW
2MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$260.5M7.08%+31,118+4.6%
3AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$258.7M7.03%+23,119+1.9%
4GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$258.0M7.01%28,211−3.0%
5NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$151.1M4.11%+25,980+3.1%
6TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$148.1M4.02%12,048−2.7%
7BRK/BBERKSHIRE HATHAWAY INC DEL$134.9M3.66%+2,267+0.8%
8VVISA INC$323.571.06%-11.91%36.33%$106.4M2.89%10,181−2.8%
9CRHCRH PLC$105.06-1.42%14.34%140.07%$106.0M2.88%27,324−2.6%
10AAPLAPPLE INC$307.34-1.25%51.31%116.17%$104.2M2.83%+18,493+4.7%
11SYKSTRYKER CORPORATION$305.661.48%-19.61%18.51%$87.2M2.37%1,863−0.7%
12CBCHUBB LTD SWITZ$326.273.74%11.75%106.19%$86.6M2.35%+899+0.3%
13JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$84.3M2.29%+15,530+5.7%
14KOCOCA COLA CO$79.483.46%14.62%60.54%$75.6M2.05%+23,903+2.5%
15METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$68.8M1.87%+12,786+11.9%
16BKNGBOOKING HOLDINGS INC$165.84-0.99%-25.40%94.38%$61.1M1.66%1,357−8.6%
17TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$53.6M1.46%+4,783+4.6%
18LINLINDE PLC$507.900.09%9.24%76.81%$44.4M1.21%770−0.9%
19NEENEXTERA ENERGY INC$85.840.19%23.39%25.67%$43.1M1.17%+58,179+14.3%
20IEXIDEX CORP$215.35-0.43%19.29%1.25%$38.9M1.06%+19,932+10.8%
21GOOGALPHABET INC$365.76-0.95%109.82%172.71%$38.3M1.04%4,102−3.0%
22AZOAUTOZONE INC$3116.431.12%-16.21%91.95%$38.1M1.04%+825+7.9%
23CEFSPROTT ASSET MANAGEMENT LP$44.13-5.81%47.39%136.75%$38.1M1.03%13,941−1.7%
24NDAQNASDAQ INC$87.28-1.32%3.19%49.58%$36.3M0.99%2,177−0.5%
25BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$33.7M0.92%+49,336+7.7%
26SPGIS&P GLOBAL INC$424.441.03%-17.59%3.23%$33.6M0.91%1,546−1.9%
27GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$33.4M0.91%2,259−5.4%
28JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$33.0M0.90%2,708−2.0%
29TTETOTALENERGIES SE$88.71-1.62%58.46%168.10%$32.7M0.89%+9,146+2.7%
30MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$32.3M0.88%6,975−9.7%
31TJXTJX COS INC NEW$160.711.31%$30.6M0.83%7,217−3.6%
32SUNBSUNBELT RENTALS HOLDINGS INC$79.36-2.37%$29.0M0.79%+444,828NEW
33ISRGINTUITIVE SURGICAL INC$422.060.77%$28.8M0.78%+8,874+16.6%
34WMTWALMART INC$118.880.97%$27.6M0.75%14,772−6.2%
35ZTSZOETIS INC$79.44-0.10%$27.4M0.74%71,605−23.6%
36UNHUNITEDHEALTH GROUP INC$399.470.76%$25.8M0.70%71,430−42.8%
37AEMAGNICO EAGLE MINES LTD$163.66-7.41%$25.7M0.70%4,650−3.5%
38SWSMURFIT WESTROCK PLC$41.28-2.37%$24.0M0.65%87,647−12.7%
39FCXFREEPORT MCMORAN INC$63.37-9.07%$23.2M0.63%+45,683+13.1%
40CVXCHEVRON CORPORATION$187.31-0.55%$20.7M0.56%3,618−3.5%
41NFLXNETFLIX INC.$82.180.76%$20.0M0.54%+18,279+9.7%
42NEMNEWMONT CORP$99.71-7.96%$19.4M0.53%8,205−4.4%
43APHAMPHENOL CORP$138.81-5.42%$19.0M0.52%+44,876+42.7%
44DHRDANAHER CORP DEL$184.30-1.25%$18.9M0.51%21,914−18.0%
45AVGOBROADCOM INC$385.73-7.92%$18.6M0.50%+32,470+118.1%
46MCDMCDONALDS CORP$279.842.61%$18.3M0.50%4,533−7.2%
47INTUINTUIT$296.76-1.73%$16.4M0.44%+12,237+47.8%
48XOMEXXON MOBIL CORP$149.92-1.39%$16.2M0.44%+26,428+38.1%
49PGPROCTER & GAMBLE CO$146.544.09%$16.0M0.43%17,376−13.6%
50RACEFERRARI N V$346.99-0.84%$15.8M0.43%19,945−30.0%
51MKLMARKEL GROUP INC$1818.672.27%$14.9M0.40%+121+1.6%
52BXBLACKSTONE INC$115.35-2.70%$14.6M0.40%26,183−17.1%
53CSCOCISCO SYS INC$121.64-6.43%$12.5M0.34%+10,518+7.0%
54FERGFERGUSON ENTERPRISES INC$229.58-0.44%$11.4M0.31%915−1.8%
55COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$11.2M0.31%+353+3.2%
56DISDISNEY WALT CO$99.710.37%$10.7M0.29%2,941−2.6%
57DEDEERE & CO$583.44-1.40%$10.7M0.29%341−1.8%
58BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$10.6M0.29%+26,883+18.9%
59GEHCGE HEALTHCARE TECHNOLOGIES I$64.671.35%$10.5M0.28%89,949−37.9%
60IBKRINTERACTIVE BROKERS GROUP IN$84.40-3.06%$9.9M0.27%15,096−9.3%
61ETNEATON CORP PLC$395.94-5.42%$9.0M0.24%929−3.6%
62WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%$8.6M0.23%2,434−3.6%
63AWKAMERICAN WTR WKS CO INC NEW$124.471.82%$8.3M0.23%924−1.5%
64PANWPALO ALTO NETWORKS INC$272.05-2.58%$7.8M0.21%+6,494+15.4%
65PLDPROLOGIS INC.$144.540.52%$7.8M0.21%1,544−2.6%
66CMECME GROUP INC$257.400.52%$7.5M0.20%1,905−7.0%
67GLDSPDR GOLD TR$396.24-3.65%$7.3M0.20%590−3.4%
68LLYELI LILLY & CO$1131.420.55%$6.6M0.18%+2,040+39.3%
69ABTABBOTT LABORATORIES$91.070.32%$6.3M0.17%2,227−3.5%
70MDLZMONDELEZ INTL INC$62.041.72%$6.0M0.16%+1,680+1.6%
71ANETARISTA NETWORKS INC$154.27-7.07%$5.8M0.16%1,506−3.1%
72PEPPEPSICO INC$141.92-0.16%$5.6M0.15%6,926−16.1%
73AMTAMERICAN TOWER CORP$194.120.11%$5.5M0.15%22,858−41.9%
74RYROYAL BK CDA$194.04-0.48%$5.3M0.14%255−0.8%
75ACNACCENTURE PLC IRELAND$178.25-0.34%$4.9M0.13%2,034−7.6%
76BURBURFORD CAPITAL LIMITED$4.450.00%$4.8M0.13%777,450−42.5%
77VZVERIZON COMMUNICATIONS INC$45.371.11%$4.6M0.12%+641+0.7%
78LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$4.5M0.12%397−2.9%
79CRMSALESFORCE INC$185.66-1.64%$4.5M0.12%1,056−4.2%
80ROPROPER TECHNOLOGIES INC$332.180.11%$4.5M0.12%44,426−77.7%
81EOGEOG RES INC$137.78-2.20%$4.5M0.12%+30,864NEW
82WMBWILLIAMS COS INC$71.96-0.65%$4.4M0.12%115−0.2%
83SLBSLB LIMITED$54.87-5.41%$4.2M0.12%+287+0.3%
84HONHONEYWELL INTL INC$213.97-1.69%$3.9M0.11%5,028−22.6%
85QQQINVESCO QQQ TR$705.06-4.80%$3.7M0.10%HELD
86BABOEING CO$215.45-0.91%$3.3M0.09%+7,657+88.1%
87SHWSHERWIN WILLIAMS CO$305.301.74%$3.2M0.09%122−1.2%
88TDTORONTO DOMINION BK ONT$113.16-0.52%$3.2M0.09%55−0.2%
89CATCATERPILLAR INC$904.28-3.85%$3.0M0.08%143−3.3%
90MLMMARTIN MARIETTA MATLS INC$575.83-0.87%$2.8M0.08%489−9.3%
91CCITIGROUP INC$132.47-1.98%$2.7M0.07%2,991−11.2%
92MICCMAGNUM ICE CREAM CO NV$17.070.23%$2.7M0.07%212,733−53.8%
93MSCIMSCI INC$615.46-0.55%$2.7M0.07%199−3.9%
94MRSHMARSH & MCLENNAN COS INC$165.442.59%$2.6M0.07%2,529−14.5%
95CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$2.6M0.07%5,922−38.9%
96CLCOLGATE PALMOLIVE CO$88.584.09%$2.5M0.07%1,405−4.5%
97SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$2.3M0.06%HELD
98TSLATESLA INC$391.00-6.56%$2.3M0.06%23−0.4%
99IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$2.1M0.06%85−1.0%
100URTHISHARES INC$200.38-2.57%$2.1M0.06%+1,460+14.5%
101ROKROCKWELL AUTOMATION INC$2.1M0.06%+3,418+145.3%
102CPCANADIAN PACIFIC KANSAS CITY$2.0M0.06%2,828−9.8%
103CRWDCROWDSTRIKE HLDGS INC$2.0M0.06%50−1.0%
104STIPISHARES TR$1.9M0.05%HELD
105COINCOINBASE GLOBAL INC$1.9M0.05%+1,333+13.8%
106IPINTERNATIONAL PAPER CO$1.7M0.05%7,749−13.8%
107DOVDOVER CORP$1.7M0.05%744−8.3%
108RTXRTX CORPORATION$1.7M0.05%447−4.8%
109GEGE AEROSPACE$1.7M0.05%1−0.0%
110TPLTEXAS PACIFIC LAND CORPORATI$1.6M0.04%1,730−33.2%
111MRKMERCK & CO INC$1.6M0.04%295−2.1%
112BDXBECTON DICKINSON & CO$1.6M0.04%1,435−12.3%
113SHELSHELL PLC$1.6M0.04%HELD
114IVVISHARES TR$1.6M0.04%+30+1.3%
115PFEPFIZER INC$1.6M0.04%+565+1.0%
116MSMORGAN STANLEY$1.6M0.04%45−0.5%
117MSIMOTOROLA SOLUTIONS INC$1.5M0.04%+3,510NEW
118LOGILOGITECH INTL S A$1.3M0.03%7,130−33.4%
119APTVAPTIV PLC$1.3M0.03%7,723−29.7%
120TAT&T INC$1.2M0.03%HELD
121ADPAUTOMATIC DATA PROCESSING IN$1.2M0.03%139−2.3%
122FLUTFLUTTER ENTMT PLC$1.2M0.03%10,463−47.6%
123GEVGE VERNOVA INC$1.2M0.03%133−9.1%
124SPOTSPOTIFY TECHNOLOGY S A$1.1M0.03%+179+8.2%
125AXPAMERICAN EXPRESS CO$1.1M0.03%15−0.4%
126KDPKEURIG DR PEPPER INC$1.1M0.03%270−0.6%
127UBSUBS GROUP AG$1.1M0.03%139−0.5%
128APDAIR PRODUCTS AND CHEMICALS I$1.1M0.03%479−11.0%
129TXNTEXAS INSTRS INC$1.1M0.03%596−9.7%
130UNPUNION PAC CORP$1.0M0.03%19−0.4%
131BEPBROOKFIELD RENEWABLE ENERGY$976K0.03%HELD
132BLKBLACKROCK INC$968K0.03%+59+6.2%
133CMGCHIPOTLE MEXICAN GRILL INC$950K0.03%5,050−14.5%
134ABBVABBVIE INC$916K0.02%1,063−20.2%
135PMPHILIP MORRIS INTL INC$842K0.02%39−0.8%
136OPPJWISDOMTREE TR$807K0.02%HELD
137SHOPSHOPIFY INC$799K0.02%9,200−57.7%
138WTWWILLIS TOWERS WATSON PLC LTD$771K0.02%+241+10.0%
139JEFJEFFERIES FINANCIAL GROUP IN$726K0.02%HELD
140NKENIKE INC$704K0.02%3,166−19.2%
141CSXCSX CORP$700K0.02%HELD
142ULUNILEVER PLC$688K0.02%HELD
143EAELECTRONIC ARTS INC$682K0.02%HELD
144AXONAXON ENTERPRISE INC$658K0.02%+463+42.6%
145RYAAYRYANAIR HOLDINGS PLC$643K0.02%280−2.5%
146VGKVANGUARD INTL EQUITY INDEX F$643K0.02%+420+5.7%
147NTRSNORTHERN TR CORP$641K0.02%HELD
148VLTOVERALTO CORP$636K0.02%77−1.1%
149ALCALCON AG$632K0.02%1,363−14.0%
150HDHOME DEPOT INC$628K0.02%HELD
151VGTVANGUARD WORLD FD$615K0.02%+8+0.9%
152MOALTRIA GROUP INC$601K0.02%HELD
153MCHPMICROCHIP TECHNOLOGY INC.$601K0.02%HELD
154AUANGLOGOLD ASHANTI PLC$593K0.02%+5,588+1117.6%
155NOWSERVICENOW INC$584K0.02%8,841−61.3%
156MARMARRIOTT INTL INC NEW$576K0.02%65−3.6%
157YUMYUM BRANDS INC$576K0.02%HELD
158AONAON PLC$541K0.01%HELD
159IWMISHARES TR$541K0.01%215−9.0%
160TRI4EURTHOMSON REUTERS CORP$531K0.01%278−4.5%
161VTVANGUARD INTL EQUITY INDEX F$527K0.01%+1,100+40.6%
162COPCONOCOPHILLIPS$430K0.01%300−8.4%
163KKRKKR & CO INC$429K0.01%HELD
164WMWASTE MGMT INC DEL$427K0.01%HELD
165DXJWISDOMTREE TR$423K0.01%HELD
166SKYYFIRST TR EXCHANGE-TRADED FD$422K0.01%HELD
167INDVINDIVIOR PHARMACEUTICALS INC$415K0.01%+13,624NEW
168XYLXYLEM INC$408K0.01%+200+6.2%
169VTIVANGUARD INDEX FDS$404K0.01%+415+49.1%
170SGOLETFS GOLD TR$403K0.01%1,500−14.2%
171JCIJOHNSON CONTROLS INTERNATION$388K0.01%HELD
172BBARRICK MNG CORP$382K0.01%730−7.2%
173VPLVANGUARD INTL EQUITY INDEX F$372K0.01%+65+1.7%
174STESTERIS PLC$351K0.01%55−3.3%
175SUSUNCOR ENERGY INC NEW$344K0.01%HELD
176KEYSKEYSIGHT TECHNOLOGIES INC$340K0.01%HELD
177IEMGISHARES INC$335K0.01%+500+11.6%
178EEMISHARES TR$331K0.01%+770+15.2%
179INTCINTEL CORP$324K0.01%1,210−14.1%
180BMYBRISTOL-MYERS SQUIBB CO$324K0.01%HELD
181MDTMEDTRONIC PLC$314K0.01%579−13.8%
182MKCMCCORMICK & CO INC$314K0.01%HELD
183STTSTATE STR CORP$309K0.01%HELD
184ELLAUDER ESTEE COS INC$302K0.01%750−15.1%
185GLWCORNING INC$302K0.01%HELD
186BMOBANK MONTREAL MEDIUM$279K0.01%HELD
187EQIXEQUINIX INC$278K0.01%HELD
188ALLALLSTATE CORP$278K0.01%HELD
189CCJCAMECO CORP$269K0.01%2,350−48.7%
190PYPLPAYPAL HLDGS INC$262K0.01%1,125−16.3%
191AGCOAGCO CORP$256K0.01%HELD
192CTVACORTEVA INC$256K0.01%HELD
193WATWATERS CORP$255K0.01%+606+242.4%
194TWLOTWILIO INC$252K0.01%HELD
195BNSBANK NOVA SCOTIA B C$250K0.01%HELD
196ADBEADOBE INC$242K0.01%23−2.3%
197LRCXLAM RESEARCH CORP$241K0.01%34−2.9%
198PSXPHILLIPS 66$231K0.01%141−10.0%
199ARMARM HOLDINGS PLC$227K0.01%+600+66.7%
200QQNITY ELECTRONICS INC$226K0.01%HELD
201VWOVANGUARD INTL EQUITY INDEX F$217K0.01%92−2.2%
202EMREMERSON ELEC CO$210K0.01%HELD
203AAXJISHARES TR$207K0.01%HELD
204DBMFLITMAN GREGORY FDS TR$188K0.01%HELD
205JXNJACKSON FINANCIAL INC$188K0.01%738−29.3%
206RSPINVESCO EXCHANGE TRADED FD T$183K0.00%20−2.1%
207CMCANADIAN IMPERIAL BANK OF CO$181K0.00%1,295−40.4%
208DDDUPONT DE NEMOURS INC$180K0.00%HELD
209CCKCROWN HLDGS INC$175K0.00%HELD
210EPPISHARES INC$175K0.00%HELD
211NOCNORTHROP GRUMMAN CORP$173K0.00%377−59.8%
212INFYINFOSYS LTD$170K0.00%HELD
213DOWDOW HLDGS INC$163K0.00%HELD
214NTRNUTRIEN LTD$156K0.00%HELD
215XLKSELECT SECTOR SPDR TR$146K0.00%HELD
216TRVTRAVELERS COMPANIES INC$146K0.00%HELD
217LNGCHENIERE ENERGY INC$142K0.00%700−58.3%
218FISFIDELITY NATL INFORMATION SV$141K0.00%205−6.4%
219SYYSYSCO CORP$136K0.00%HELD
220CLHCLEAN HARBORS INC$132K0.00%HELD
221CVSCVS HEALTH CORP$129K0.00%HELD
222FDXFEDEX CORP$128K0.00%HELD
223BALLBALL CORP$127K0.00%+218+11.3%
224EWJISHARES INC$127K0.00%+400+36.4%
225SBUXSTARBUCKS CORP$126K0.00%174−11.0%
226LMTLOCKHEED MARTIN CORP$126K0.00%HELD
227SOLSSOLSTICE ADVANCED MATLS INC$125K0.00%1,960−54.4%
228IBNICICI BANK LIMITED$124K0.00%HELD
229GAMGENERAL AMERN INVS CO INC$124K0.00%HELD
230DBDEUTSCHE BK AG$123K0.00%HELD
231DELLDELL TECHNOLOGIES INC$121K0.00%HELD
232BGBUNGE GLOBAL SA$120K0.00%HELD
233ADSKAUTODESK INC$119K0.00%380−43.3%
234MELIMERCADOLIBRE INC$118K0.00%HELD
235WDFCWD 40 CO$116K0.00%HELD
236USBUS BANCORP$115K0.00%HELD
237ECLECOLAB INC$115K0.00%HELD
238EVLVEVOLV TECHNOLOGIES HLDNGS IN$115K0.00%+18,995NEW
239BPBP PLC$112K0.00%HELD
240UBERUBER TECHNOLOGIES INC$109K0.00%HELD
241BKBANK NEW YORK MELLON CORP$109K0.00%HELD
242NVSNOVARTIS AG$107K0.00%HELD
243GILDGILEAD SCIENCES INC$107K0.00%HELD
244GISGENERAL MILLS INC$106K0.00%HELD
245IGMISHARES TR$103K0.00%HELD
246NVONOVO-NORDISK A S$102K0.00%376−12.0%
247CARRCARRIER GLOBAL CORPORATION$100K0.00%35,650−95.3%
248CIENCIENA CORP$97K0.00%HELD
249FOXAFOX CORP$96K0.00%HELD
250ORCLORACLE CORP$93K0.00%HELD
251CNQCANADIAN NAT RES LTD MED TER$88K0.00%+125+7.4%
252CMCSACOMCAST CORP NEW$87K0.00%2,405−44.4%
253FRIFIRST TR EXCHANGE-TRADED FD$86K0.00%HELD
254IVZINVESCO LTD$84K0.00%HELD
255OTISOTIS WORLDWIDE CORP$83K0.00%485−31.0%
256IMOIMPERIAL OIL LTD$82K0.00%HELD
257GWWWW GRAINGER INC$81K0.00%HELD
258CCICROWN CASTLE INC$77K0.00%HELD
259COFCAPITAL ONE FINL CORP$74K0.00%HELD
260MCOMOODYS CORP$74K0.00%HELD
261WCNWASTE CONNECTIONS INC$72K0.00%HELD
262BABAALIBABA GROUP HLDG LTD$71K0.00%+55+10.8%
263KMBKIMBERLY-CLARK CORP$70K0.00%HELD
264TELTE CONNECTIVITY PLC$68K0.00%HELD
265OXYOCCIDENTAL PETE CORP$65K0.00%HELD
266SLFSUN LIFE FINANCIAL INC.$64K0.00%65−6.0%
267HSICSCHEIN HENRY INC$63K0.00%300−26.1%
268CRSPCRISPR THERAPEUTICS AG$62K0.00%HELD
269HRIHERC HLDGS INC$59K0.00%12,678−95.5%
270ALNYALNYLAM PHARMACEUTICALS INC$58K0.00%HELD
271ETRENTERGY CORP NEW$56K0.00%HELD
272MANMANPOWERGROUP INC WIS$55K0.00%HELD
273CITHE CIGNA GROUP$54K0.00%HELD
274FEMFIRST TR EXCH TRD ALPHDX FD$54K0.00%HELD
275EWEDWARDS LIFESCIENCES CORP$52K0.00%HELD
276QCOMQUALCOMM INC$52K0.00%HELD
277VFHVANGUARD WORLD FD$50K0.00%HELD
278KHCKRAFT HEINZ CO$50K0.00%1,377−38.4%
279GDGENERAL DYNAMICS CORP$49K0.00%110−43.7%
280OLNOLIN CORP$48K0.00%HELD
281VOOVANGUARD INDEX FDS$46K0.00%HELD
282CCEPCOCA-COLA EUROPACIFIC PARTNE$45K0.00%HELD
283EWUISHARES TR$43K0.00%HELD
284MTDMETTLER TOLEDO INTERNATIONAL$43K0.00%HELD
285TRMBTRIMBLE INC$42K0.00%HELD
286VBVANGUARD INDEX FDS$42K0.00%HELD
287EMLPFIRST TR EXCHANGE-TRADED FD$42K0.00%HELD
288DCHDAUCH CORP$41K0.00%+6,944NEW
289EPIWISDOMTREE TR$41K0.00%HELD
290FLOFLOWERS FOODS INC$41K0.00%HELD
291HXLHEXCEL CORP NEW$40K0.00%HELD
292AMGNAMGEN INC$40K0.00%HELD
293LNDBRASILAGRO COMPANHIA BRASILE$39K0.00%915−9.0%
294RIORIO TINTO PLC$39K0.00%HELD
295VRNSVARONIS SYS INC$39K0.00%HELD
296TIPISHARES TR$39K0.00%HELD
297QTECFIRST TR EXCHANGE-TRADED FD$38K0.00%HELD
298AMDADVANCED MICRO DEVICES INC$37K0.00%20−10.0%
299SDYSPDR SERIES TRUST$36K0.00%HELD
300STLASTELLANTIS N.V$36K0.00%300−5.4%
301ILMNILLUMINA INC$36K0.00%171−37.0%
302SILGLOBAL X FDS$35K0.00%HELD
303SOXXISHARES TR$35K0.00%HELD
304TERTERADYNE INC$34K0.00%HELD
305FTRIFIRST TR EXCHANGE-TRADED FD$34K0.00%HELD
306UPSUNITED PARCEL SVCS INC$33K0.00%HELD
307ACGLARCH CAP GROUP LTD$33K0.00%70−17.0%
308ORLAORLA MNG LTD NEW$33K0.00%HELD
309PIOINVESCO EXCH TRADED FD TR II$33K0.00%HELD
310MMM3M CO$32K0.00%HELD
311BF/BBROWN FORMAN CORP$32K0.00%296−19.8%
312CVECENOVUS ENERGY INC$31K0.00%848−41.8%
313POSTPOST HLDGS INC$31K0.00%HELD
314PRPERMIAN RESOURCES CORP$31K0.00%HELD
315VWOBVANGUARD WHITEHALL FDS$30K0.00%HELD
316LNNLINDSAY CORP$29K0.00%HELD
317IRTCIRHYTHM HOLDINGS INC$29K0.00%HELD
318VNQIVANGUARD INTL EQUITY INDEX F$28K0.00%HELD
319AMATAPPLIED MATLS INC$27K0.00%60−42.9%
320WMT2WELLS FARGO & CO$27K0.00%HELD
321BKUBANKUNITED INC$26K0.00%HELD
322VNQVANGUARD INDEX FDS$26K0.00%HELD
323LQDISHARES TR$25K0.00%HELD
324PSLVSPROTT ASSET MANAGEMENT LP$24K0.00%+1,000NEW
325KEXKIRBY CORP$23K0.00%17,095−99.0%
326FANGDIAMONDBACK ENERGY INC$23K0.00%HELD
327ICEINTERCONTINENTAL EXCHANGE IN$23K0.00%HELD
328QCLNFIRST TR EXCHANGE-TRADED FD$22K0.00%HELD
329CWKCUSHMAN AND WAKEFIELD LTD$22K0.00%HELD
330FPEFIRST TR EXCH TRADED FD III$22K0.00%HELD
331ASPIASP ISOTOPES INC$22K0.00%HELD
332FFORD MTR CO$22K0.00%HELD
333FTCSFIRST TR EXCHANGE-TRADED FD$21K0.00%170−42.5%
334VTRSVIATRIS INC$20K0.00%HELD
335AGGISHARES TR$20K0.00%HELD
336AVYAVERY DENNISON CORP$20K0.00%HELD
337SRESEMPRA$19K0.00%HELD
338EFXEQUIFAX INC$19K0.00%HELD
339NWSANEWS CORP NEW$19K0.00%HELD
340PHMPULTE GROUP INC$18K0.00%HELD
341BZHBEAZER HOMES USA INC$17K0.00%+900NEW
342FERFERROVIAL SE$17K0.00%HELD
343ARVNARVINAS INC$16K0.00%HELD
344NETCLOUDFLARE INC$15K0.00%+75NEW
345VRSKVERISK ANALYTICS INC$14K0.00%HELD
346FISVFISERV INC$14K0.00%HELD
347VDEVANGUARD WORLD FD$13K0.00%7−8.2%
348PBRPETROLEO BRASILEIRO S A$13K0.00%HELD
349JHGJANUS HENDERSON GROUP PLC$13K0.00%HELD
350EMFTEMPLETON EMERGING MKTS FD$13K0.00%HELD
351WABWABTEC$13K0.00%HELD
352ONCBEONE MEDICINES LTD$12K0.00%HELD
353HDVISHARES TR$11K0.00%HELD
354CHDCHURCH & DWIGHT CO INC$10K0.00%HELD
355FTVFORTIVE CORP$10K0.00%HELD
356CPRTCOPART INC$10K0.00%HELD
357ALBALBEMARLE CORP$10K0.00%HELD
358WBDWARNER BROS DISCOVERY INC$9K0.00%HELD
359HCAHCA HEALTHCARE INC$9K0.00%HELD
360FTNTFORTINET INC$8K0.00%HELD
361VSNTVERSANT MEDIA GROUP INC$8K0.00%+214NEW
362ZBHZIMMER BIOMET HOLDINGS INC$7K0.00%HELD
363AMRZAMRIZE LTD$7K0.00%400−75.6%
364PLTRPALANTIR TECHNOLOGIES INC$7K0.00%+48NEW
365TRUTRANSUNION$7K0.00%HELD
366IDXXIDEXX LABS INC$7K0.00%HELD
367CDZICADIZ INC$7K0.00%HELD
368BRBRBELLRING BRANDS INC$6K0.00%HELD
369ADNTADIENT PLC$6K0.00%HELD
370TTTRANE TECHNOLOGIES PLC$6K0.00%+15NEW
371CTRACOTERRA ENERGY INC$6K0.00%HELD
372APLSUSDAPELLIS PHARMACEUTICALS INC$6K0.00%HELD
373BIDUBAIDU INC$6K0.00%HELD
374SNPSSYNOPSYS INC$6K0.00%HELD
375OVVOVINTIV INC$6K0.00%169−62.8%
376AREALEXANDRIA REAL ESTATE EQ IN$6K0.00%HELD
377FICOFAIR ISAAC CORP$5K0.00%HELD
378BAHBOOZ ALLEN HAMILTON HLDG COR$5K0.00%114−63.3%
379NEOGNEOGEN CORP$5K0.00%HELD
380KDKYNDRYL HLDGS INC$4K0.00%HELD
381TAKTAKEDA PHARMACEUTICAL CO LTD$3K0.00%HELD
382NOKNOKIA CORP$3K0.00%HELD
383RALRALLIANT CORP$3K0.00%HELD
384FBINFORTUNE BRANDS INNOVATIONS I$2K0.00%HELD
385AJGGALLAGHER ARTHUR J & CO$2K0.00%HELD
386LARLITHIUM ARGENTINA AG$2K0.00%HELD
387PRTAPROTHENA CORP PLC$2K0.00%HELD
388GDXVANECK ETF TRUST$2K0.00%HELD
389CMCLCALEDONIA MNG CORP$2K0.00%+79NEW
390GRALGRAIL INC$2K0.00%28−45.9%
391NAKNORTHERN DYNASTY MINERALS LT$2K0.00%HELD
392CCCHEMOURS CO$1K0.00%46−44.7%
393LACLITHIUM AMERS CORP NEW$1K0.00%HELD
394MOATVANECK ETF TRUST$9670.00%HELD
395NEXNNEXXEN INTL LTD$8280.00%HELD
396VHTVANGUARD WORLD FD$8170.00%HELD
397CEVACEVA INC$6910.00%HELD
398NMMNAVIOS MARITIME PARTNERS LP$6750.00%HELD
399REZIRESIDEO TECHNOLOGIES INC$5730.00%HELD
400MBCMASTERBRAND INC$4990.00%HELD
401PLGPLATINUM GROUP METALS LTD$3950.00%HELD
402EMBCEMBECTA CORP$3890.00%HELD
403ROKUROKU INC$3780.00%+4NEW
404SOLVSOLVENTUM CORP$3270.00%HELD
405LBTYKLIBERTY GLOBAL LTD$2580.00%HELD
406DOCUDOCUSIGN INC$1420.00%HELD
407LBTYALIBERTY GLOBAL LTD$1090.00%HELD
408ASIXADVANSIX INC$980.00%HELD
409SCLXSCILEX HOLDING CO$330.00%HELD
410LILAKLIBERTY LATIN AMERICA LTD$90.00%HELD
411LOWLOWES COS INC8,095EXITED
412AZNNASTRAZENECA PLC7,473EXITED
413INDVINDIVIOR PLC12,643EXITED
414GMGENERAL MTRS CO1,253EXITED
415VGITVANGUARD SCOTTSDALE FDS1,600EXITED
416SSNCSS&C TECHNOLOGIES HLDGS INC500EXITED
417AOSSMITH A O CORP490EXITED
418ARESARES MANAGEMENT CORPORATION158EXITED
419URIUNITED RENTALS INC25EXITED
420DBXDROPBOX INC500EXITED
421RCIROGERS COMMUNICATIONS INC300EXITED
422LFUSLITTELFUSE INC40EXITED
423ABNBAIRBNB INC70EXITED
424ARQTARCUTIS BIOTHERAPEUTICS INC270EXITED
425UIUBIQUITI INC3EXITED
426SWKSSKYWORKS SOLUTIONS INC26EXITED
427GENGEN DIGITAL INC30EXITED
428BYNDBEYOND MEAT INC85EXITED

Source: SEC EDGAR · accession 0001420506-26-001051. 13F discloses long positions only — shorts, foreign equities, and options are excluded.