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Institutional

Evelyn Partners Investment Management Services Ltd

CIK 0002065205
$850.0M
Reported AUM
281
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Evelyn Partners Investment Management Services Ltd · Q1 2026

AI · grounded in 13F

Evelyn Partners Investment Management Services Ltd established a new position in ASTRAZENECA PLC valued at $96.8M. The fund also opened new stakes in GALLAGHER ARTHUR J & CO for $5.8M and SUNB for $2.7M. On the selling side, the manager trimmed holdings in DIS by 45.9% and TMO by 38.3%.

Portfolio · Q1 2026

AZN$96.8MGOOGL$46.3MMSFT$43.6MAMZNVNVDABERKSHIJNJTSMSYKCBMETAOther$424.1MEL

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%$96.8M11.39%+498,147NEW
2GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$46.3M5.44%+3,912+2.5%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$43.6M5.13%+11,123+10.4%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$40.2M4.73%+12,641+7.0%
5VVISA INC$323.571.06%-11.91%36.33%$29.1M3.42%928−1.0%
6NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$28.1M3.31%+21,821+15.6%
7BRK/BBERKSHIRE HATHAWAY INC DEL$26.0M3.06%+4,608+9.3%
8JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$25.2M2.96%+5,210+5.3%
9TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$25.0M2.95%17,712−19.3%
10SYKSTRYKER CORPORATION$305.661.48%-19.61%18.51%$23.1M2.71%+148+0.2%
11CBCHUBB LTD SWITZ$326.273.74%11.75%106.19%$22.9M2.70%+2,786+4.1%
12METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$19.5M2.30%+4,071+13.5%
13BKNGBOOKING HOLDINGS INC$165.84-0.99%-25.40%94.38%$19.4M2.29%+230+5.2%
14AAPLAPPLE INC$307.34-1.25%51.31%116.17%$16.4M1.93%+9,212+16.6%
15GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$14.1M1.66%8,282−33.2%
16MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$13.6M1.61%8,131−15.6%
17MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$13.4M1.58%+5,427+25.3%
18WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%31.44%165.71%$13.4M1.58%+5,522+5.7%
19CRHCRH PLC$105.06-1.42%14.34%140.07%$12.7M1.49%+8,999+8.1%
20ADPAUTOMATIC DATA PROCESSING IN$231.950.28%-27.24%22.55%$11.9M1.40%1,695−2.8%
21ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$11.0M1.30%+1,601+7.2%
22ANETARISTA NETWORKS INC$154.27-7.07%58.63%548.89%$10.5M1.24%+645+0.8%
23FNVFRANCO NEV CORP$218.74-7.31%31.34%42.76%$10.5M1.24%+2,697+6.8%
24JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$9.6M1.13%+9,218+39.2%
25CEFSPROTT ASSET MANAGEMENT LP$44.13-5.81%47.39%136.75%$9.4M1.11%+4,524+2.3%
26TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$8.9M1.04%11,198−38.3%
27INTUINTUIT$296.76-1.73%-61.23%-42.11%$8.7M1.02%+8,915+80.2%
28LLYELI LILLY & CO$1131.420.55%48.00%387.10%$8.2M0.97%+1,450+19.3%
29DISDISNEY WALT CO$99.710.37%-11.49%-42.02%$8.2M0.97%72,419−45.9%
30MDLZMONDELEZ INTL INC$62.041.72%-3.09%11.04%$7.9M0.93%16,174−10.6%
31KOCOCA COLA CO$79.483.46%$7.0M0.82%+2,911+3.3%
32SPGIS&P GLOBAL INC$424.441.03%$6.8M0.80%+247+1.6%
33TJXTJX COS INC NEW$160.711.31%$6.8M0.79%+9,870+30.5%
34NDAQNASDAQ INC$86.39-1.02%$6.6M0.78%+11,947+18.1%
35ZTSZOETIS INC$79.35-0.11%$6.0M0.71%16,235−24.1%
36AJGGALLAGHER ARTHUR J & CO$216.142.44%$5.8M0.69%+27,000NEW
37LINLINDE PLC$507.900.09%$5.8M0.69%2,495−17.5%
38QQQINVESCO QQQ TR$705.06-4.80%$5.8M0.68%HELD
39APHAMPHENOL CORP$138.81-5.42%$5.8M0.68%+26,000+132.7%
40VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$5.5M0.64%2,696−6.4%
41LRCXLAM RESEARCH CORP$303.28-9.85%$5.3M0.63%2,444−8.9%
42CMECME GROUP INC$257.400.52%$5.3M0.62%+459+2.6%
43WATWATERS CORP$365.36-2.95%$5.0M0.59%441−2.6%
44AZOAUTOZONE INC$3116.431.12%$5.0M0.58%33−2.2%
45AVGOBROADCOM INC$385.73-7.92%$4.8M0.57%+6,955+80.2%
46ACNACCENTURE PLC IRELAND$178.25-0.34%$4.8M0.56%72−0.3%
47IEXIDEX CORP$215.35-0.43%$4.5M0.53%+45+0.2%
48GDXVANECK ETF TRUST$78.84-8.75%$4.4M0.51%1,284−2.6%
49GLDSPDR GOLD TR$396.24-3.65%$4.2M0.50%2,522−20.5%
50MKCMCCORMICK & CO INC$47.241.33%$3.8M0.44%HELD
51DBMFLITMAN GREGORY FDS TR$30.830.56%$3.6M0.43%7,100−5.6%
52FERGFERGUSON ENTERPRISES INC$229.58-0.44%$3.2M0.38%874−5.9%
53SWSMURFIT WESTROCK PLC$41.28-2.37%$3.2M0.37%19,927−20.0%
54AEMAGNICO EAGLE MINES LTD$163.66-7.41%$3.2M0.37%775−4.7%
55PGPROCTER & GAMBLE CO$146.544.09%$3.1M0.36%7,871−26.8%
56WMTWALMART INC$118.880.97%$2.9M0.34%+7,180+45.0%
57NEENEXTERA ENERGY INC$85.840.19%$2.8M0.33%+4,943+19.4%
58NFLXNETFLIX INC.$82.180.76%$2.8M0.33%+17,319+147.3%
59SUNBSUNBELT RENTALS HOLDINGS INC$80.691.68%$2.7M0.32%+41,594NEW
60PLDPROLOGIS INC.$144.540.52%$2.7M0.32%+400+2.0%
61VDEVANGUARD WORLD FD$162.36-2.11%$2.7M0.31%481−3.0%
62GEHCGE HEALTHCARE TECHNOLOGIES I$64.671.35%$2.6M0.31%+22,783+162.9%
63NEMNEWMONT CORP$99.71-7.96%$2.6M0.31%1,469−5.8%
64VPLVANGUARD INTL EQUITY INDEX F$109.51-6.10%$2.5M0.30%721−2.7%
65BACBANK AMERICA CORP$53.83-0.63%$2.4M0.28%1,366−2.7%
66AVEMAMERICAN CENTY ETF TR$91.23-6.45%$2.4M0.28%+83+0.3%
67PANWPALO ALTO NETWORKS INC$272.05-2.58%$2.3M0.28%+3,505+31.5%
68TTETOTALENERGIES SE$88.71-1.62%$2.3M0.27%+6,886+38.9%
69SGOLETFS GOLD TR$41.12-3.61%$2.3M0.27%11,081−17.9%
70NOCNORTHROP GRUMMAN CORP$544.40-0.14%$2.0M0.24%20−0.7%
71AMTAMERICAN TOWER CORP$194.120.11%$1.9M0.22%+1,280+13.1%
72XOMEXXON MOBIL CORP$149.92-1.39%$1.8M0.21%HELD
73GEGE AEROSPACE$328.000.11%$1.8M0.21%+3,276+105.1%
74UNHUNITEDHEALTH GROUP INC$399.470.76%$1.8M0.21%+136+2.1%
75PEPPEPSICO INC$141.92-0.16%$1.7M0.20%40,357−78.6%
76URAGLOBAL X FDS$45.31-9.88%$1.7M0.20%+1,254+3.8%
77BBARRICK MNG CORP$39.46-7.78%$1.5M0.18%HELD
78ROPROPER TECHNOLOGIES INC$332.180.11%$1.5M0.18%6,452−59.6%
79GOOGALPHABET INC$365.76-0.95%$1.5M0.18%+80+1.5%
80VOVANGUARD INDEX FDS$78.53-2.06%$1.5M0.17%+503+10.9%
81MKC/VMCCORMICK & CO INC$1.5M0.17%HELD
82ETNEATON CORP PLC$395.94-5.42%$1.4M0.16%+132+3.6%
83RACEFERRARI N V$350.791.10%$1.3M0.16%+2,025+105.6%
84NOWSERVICENOW INC$112.45-5.79%$1.3M0.15%+2,206+21.5%
85CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$1.2M0.14%+49+1.1%
86MICCMAGNUM ICE CREAM CO NV$17.070.23%$1.1M0.13%42,625−35.7%
87CQQQINVESCO EXCH TRADED FD TR II$50.72-0.76%$1.1M0.13%+23,709NEW
88MUMICRON TECHNOLOGY INC$864.01-13.25%$1.0M0.12%HELD
89MSCIMSCI INC$615.46-0.55%$1.0M0.12%+23+1.2%
90PYPLPAYPAL HLDGS INC$41.29-3.42%$937K0.11%24,476−54.2%
91CLCOLGATE PALMOLIVE CO$88.584.09%$888K0.10%79,794−88.5%
92BLKBLACKROCK INC$995.60-2.64%$872K0.10%+56+6.6%
93SLBSLB LIMITED$54.87-5.41%$853K0.10%3,113−15.8%
94DEDEERE & CO$583.44-1.40%$817K0.10%75−4.9%
95COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$810K0.10%184−18.5%
96CPCANADIAN PACIFIC KANSAS CITY$89.930.48%$793K0.09%5,120−33.7%
97RYROYAL BK CDA$194.04-0.48%$740K0.09%HELD
98JLLJONES LANG LASALLE INC$295.71-1.11%$674K0.08%35−1.6%
99TXNTEXAS INSTRS INC$285.06-6.65%$531K0.06%95−3.4%
100ABBVABBVIE INC$227.231.02%$524K0.06%HELD
101SIVRABRDN SILVER ETF TRUST$514K0.06%+7,183NEW
102BSXBOSTON SCIENTIFIC CORP$492K0.06%+6,130+357.4%
103ADBEADOBE INC$481K0.06%1,388−41.2%
104UBSUBS GROUP AG$473K0.06%HELD
105CSCOCISCO SYS INC$382K0.04%1,905−27.9%
106BDXBECTON DICKINSON & CO$381K0.04%112−4.4%
107ROKROCKWELL AUTOMATION INC$380K0.04%+60+6.0%
108ICEINTERCONTINENTAL EXCHANGE IN$370K0.04%22−0.9%
109AXONAXON ENTERPRISE INC$366K0.04%+135+18.6%
110RTXRTX CORPORATION$361K0.04%HELD
111FASTFASTENAL CO$351K0.04%1,620−17.6%
112FCXFREEPORT MCMORAN INC$341K0.04%+115+2.0%
113IPINTERNATIONAL PAPER CO$340K0.04%823−8.0%
114CRMSALESFORCE INC$328K0.04%266−13.1%
115WMWASTE MGMT INC DEL$328K0.04%+440+44.5%
116APDAIR PRODUCTS AND CHEMICALS I$318K0.04%HELD
117HDHOME DEPOT INC$315K0.04%+39+4.2%
118VGKVANGUARD INTL EQUITY INDEX F$314K0.04%HELD
119TRI4EURTHOMSON REUTERS CORP$287K0.03%+70+2.2%
120VZVERIZON COMMUNICATIONS INC$271K0.03%6,263−53.7%
121ABTABBOTT LABORATORIES$268K0.03%836−24.3%
122VOOVANGUARD INDEX FDS$268K0.03%HELD
123VUGVANGUARD INDEX FDS$262K0.03%112−15.7%
124PLTRPALANTIR TECHNOLOGIES INC$262K0.03%+933+108.7%
125PMPHILIP MORRIS INTL INC$254K0.03%105−6.4%
126CVXCHEVRON CORPORATION$248K0.03%HELD
127SPOTSPOTIFY TECHNOLOGY S A$248K0.03%+512NEW
128TSLATESLA INC$235K0.03%15−2.3%
129SFSTIFEL FINL CORP$231K0.03%+1,040+50.0%
130WMBWILLIAMS COS INC$225K0.03%+781+33.8%
131TMCTMC THE METALS COMPANY INC$220K0.03%HELD
132DHRDANAHER CORP DEL$197K0.02%+323+45.0%
133PFEPFIZER INC$193K0.02%+800+13.2%
134HONHONEYWELL INTL INC$180K0.02%1,014−56.0%
135ADSKAUTODESK INC$169K0.02%+331+87.8%
136GEVGE VERNOVA INC$168K0.02%HELD
137AGIALAMOS GOLD INC$161K0.02%HELD
138MSIMOTOROLA SOLUTIONS INC$154K0.02%+356NEW
139NKENIKE INC$154K0.02%7,904−73.1%
140SCHWSCHWAB CHARLES CORP$148K0.02%HELD
141UNPUNION PAC CORP$148K0.02%251−29.2%
142AMDADVANCED MICRO DEVICES INC$137K0.02%+79+13.3%
143QCOMQUALCOMM INC$137K0.02%HELD
144LHXL3HARRIS TECHNOLOGIES INC$133K0.02%109−22.0%
145SHWSHERWIN WILLIAMS CO$124K0.01%+32+9.0%
146CLXCLOROX CO DEL$118K0.01%HELD
147BABOEING CO$112K0.01%+70+14.2%
148LMTLOCKHEED MARTIN CORP$104K0.01%HELD
149LOGILOGITECH INTL S A$91K0.01%HELD
150MRSHMARSH & MCLENNAN COS INC$90K0.01%448−46.3%
151PODDINSULET CORP$89K0.01%HELD
152CCJCAMECO CORP$87K0.01%HELD
153AMRZAMRIZE LTD$84K0.01%HELD
154INDVINDIVIOR PHARMACEUTICALS INC$84K0.01%+2,745NEW
155SUSAISHARES TR$83K0.01%HELD
156KLACKLA CORP$82K0.01%HELD
157VTVVANGUARD INDEX FDS$80K0.01%HELD
158OMCOMNICOM GROUP INC$78K0.01%HELD
159HACKAMPLIFY ETF TR$78K0.01%HELD
160ASMLASML HLDG NV$78K0.01%HELD
161FSLRFIRST SOLAR INC$73K0.01%HELD
162MRKMERCK & CO INC$73K0.01%HELD
163NXPINXP SEMICONDUCTORS N V$72K0.01%165−31.1%
164CTVACORTEVA INC$69K0.01%HELD
165ITAISHARES TR$68K0.01%HELD
166COINCOINBASE GLOBAL INC$68K0.01%2−0.5%
167BMOBANK MONTREAL MEDIUM$68K0.01%HELD
168OTISOTIS WORLDWIDE CORP$68K0.01%HELD
169ALCALCON AG$65K0.01%+202+30.3%
170MKLMARKEL GROUP INC$65K0.01%+30+750.0%
171CCITIGROUP INC$61K0.01%+268+99.3%
172CPACOPA HOLDINGS SA$60K0.01%HELD
173KEYSKEYSIGHT TECHNOLOGIES INC$59K0.01%HELD
174PPTAPERPETUA RESOURCES CORP$57K0.01%HELD
175VGTVANGUARD WORLD FD$54K0.01%HELD
176PCTPURECYCLE TECHNOLOGIES INC$54K0.01%HELD
177WSTWEST PHARMACEUTICAL SVSC INC$54K0.01%+215NEW
178ORCLORACLE CORP$53K0.01%HELD
179VSGXVANGUARD WORLD FD$49K0.01%103−13.1%
180SLFSUN LIFE FINANCIAL INC.$49K0.01%HELD
181COFCAPITAL ONE FINL CORP$47K0.01%HELD
182URIUNITED RENTALS INC$47K0.01%+65NEW
183ORLYOREILLY AUTOMOTIVE INC$46K0.01%HELD
184PNCPNC FINL SVCS GROUP INC$46K0.01%HELD
185MCKMCKESSON CORP$45K0.01%+52NEW
186CATCATERPILLAR INC$45K0.01%HELD
187BKBANK NEW YORK MELLON CORP$42K0.00%92−20.5%
188TAT&T INC$41K0.00%HELD
189STTSTATE STR CORP$41K0.00%HELD
190APTVAPTIV PLC$40K0.00%+300+108.7%
191PHMPULTE GROUP INC$37K0.00%+313NEW
192DXJWISDOMTREE TR$37K0.00%HELD
193IDXXIDEXX LABS INC$37K0.00%HELD
194HEI/AHEICO CORP NEW$36K0.00%+172NEW
195JXNJACKSON FINANCIAL INC$36K0.00%HELD
196TTEKTETRA TECH INC NEW$35K0.00%+1,155NEW
197EOGEOG RES INC$34K0.00%HELD
198KDPKEURIG DR PEPPER INC$33K0.00%HELD
199KRBNKRANESHARES TRUST$33K0.00%HELD
200MSMORGAN STANLEY$30K0.00%HELD
201ARMARM HOLDINGS PLC$30K0.00%+200NEW
202VTRSVIATRIS INC$29K0.00%HELD
203ETSYETSY INC$28K0.00%HELD
204RYAAYRYANAIR HOLDINGS PLC$28K0.00%HELD
205AMATAPPLIED MATLS INC$27K0.00%HELD
206AAGILENT TECHNOLOGIES INC$27K0.00%HELD
207BROBROWN & BROWN INC$26K0.00%+141+54.0%
208COPXGLOBAL X FDS$26K0.00%HELD
209MDTMEDTRONIC PLC$26K0.00%HELD
210HRIHERC HLDGS INC$25K0.00%HELD
211ELLAUDER ESTEE COS INC$25K0.00%HELD
212XLPSELECT SECTOR SPDR TR$25K0.00%HELD
213MARMARRIOTT INTL INC NEW$25K0.00%+75NEW
214ETHOAMPLIFY ETF TR$24K0.00%HELD
215AWKAMERICAN WTR WKS CO INC NEW$24K0.00%+174NEW
216IBMINTERNATIONAL BUSINESS MACHS$23K0.00%HELD
217ULTAULTA BEAUTY INC$22K0.00%+42NEW
218FANGDIAMONDBACK ENERGY INC$22K0.00%+110NEW
219TMUST-MOBILE US INC$22K0.00%+101+5050.0%
220CEGCONSTELLATION ENERGY CORP$22K0.00%+77NEW
221CCCHEMOURS CO$21K0.00%HELD
222QCLNFIRST TR EXCHANGE-TRADED FD$21K0.00%HELD
223IBKRINTERACTIVE BROKERS GROUP IN$21K0.00%HELD
224MELIMERCADOLIBRE INC$21K0.00%+12NEW
225CPRTCOPART INC$20K0.00%+285+87.4%
226VRSKVERISK ANALYTICS INC$20K0.00%+105NEW
227EMREMERSON ELEC CO$20K0.00%+149NEW
228BABAALIBABA GROUP HLDG LTD$19K0.00%HELD
229CMCANADIAN IMPERIAL BANK OF CO$18K0.00%HELD
230IHIISHARES TR$17K0.00%HELD
231VMCVULCAN MATLS CO$17K0.00%+62NEW
232ULUNILEVER PLC$17K0.00%439−59.7%
233LULULULULEMON ATHLETICA INC$17K0.00%HELD
234AXPAMERICAN EXPRESS CO$17K0.00%HELD
235SHELSHELL PLC$17K0.00%HELD
236OXYOCCIDENTAL PETE CORP$16K0.00%HELD
237EWEDWARDS LIFESCIENCES CORP$16K0.00%+199NEW
238KHCKRAFT HEINZ CO$16K0.00%HELD
239MRNAMODERNA INC$15K0.00%HELD
240ARESARES MANAGEMENT CORPORATION$15K0.00%+135NEW
241TEVATEVA PHARMACEUTICAL INDS LTD$14K0.00%HELD
242SBUXSTARBUCKS CORP$14K0.00%HELD
243SAPSAP SE$13K0.00%HELD
244IBNICICI BANK LIMITED$13K0.00%+498NEW
245DNNDENISON MINES CORP$13K0.00%HELD
246RIORIO TINTO PLC$13K0.00%HELD
247SNYSANOFI SA$12K0.00%44−14.8%
248SNSHARKNINJA INC$12K0.00%14−10.9%
249SOXXISHARES TR$12K0.00%HELD
250DBDEUTSCHE BK AG$11K0.00%1,041−72.7%
251BHPBHP BILLITON LIMITED$11K0.00%HELD
252AUANGLOGOLD ASHANTI PLC$11K0.00%HELD
253EWGISHARES INC$10K0.00%29,079−99.1%
254WBDWARNER BROS DISCOVERY INC$9K0.00%HELD
255GDGENERAL DYNAMICS CORP$9K0.00%HELD
256MGNIMAGNITE INC$8K0.00%HELD
257ENPHENPHASE ENERGY INC$8K0.00%HELD
258VLTOVERALTO CORP$7K0.00%HELD
259COPCONOCOPHILLIPS$7K0.00%25−33.3%
260RIOTRIOT PLATFORMS INC$6K0.00%HELD
261PBDINVESCO EXCH TRADED FD TR II$6K0.00%HELD
262GISGENERAL MILLS INC$6K0.00%HELD
263VTSVITESSE ENERGY INC$5K0.00%HELD
264CVECENOVUS ENERGY INC$5K0.00%HELD
265CLFDCLEARFIELD INC$5K0.00%HELD
266ESABESAB CORPORATION$4K0.00%HELD
267SOLSSOLSTICE ADVANCED MATLS INC$4K0.00%305−84.3%
268JHGJANUS HENDERSON GROUP PLC$4K0.00%HELD
269GXOGXO LOGISTICS INCORPORATED$4K0.00%HELD
270BEBLOOM ENERGY CORP$3K0.00%+25NEW
271KVUEKENVUE INC$3K0.00%HELD
272BILLBILL HOLDINGS INC$3K0.00%HELD
273TET1 ENERGY INC$2K0.00%+429NEW
274TAKTAKEDA PHARMACEUTICAL CO LTD$2K0.00%HELD
275UAAUNDER ARMOUR INC$1K0.00%HELD
276UAUNDER ARMOUR INC$1K0.00%HELD
277DCHDAUCH CORP$8950.00%+151NEW
278LILAKLIBERTY LATIN AMERICA LTD$350.00%HELD
279LILALIBERTY LATIN AMERICA LTD$90.00%HELD
280MBOTMICROBOT MED INC$20.00%HELD
281OPTTOCEAN PWR TECHNOLOGIES INC$10.00%HELD
282VTIVANGUARD INDEX FDS742EXITED
283FKUFIRST TR EXCH TRD ALPHDX FD2,002EXITED
284INDVINDIVIOR PLC2,745EXITED
285MSTRSTRATEGY INC387EXITED
286NVONOVO-NORDISK A S985EXITED
287BXBLACKSTONE INC278EXITED
288SDYSPDR SERIES TRUST200EXITED
289AZNNASTRAZENECA PLC274EXITED
290TIPISHARES TR200EXITED
291VZLAVIZSLA SILVER CORP2,157EXITED
292ENOVENOVIS CORPORATION46EXITED

Source: SEC EDGAR · accession 0001420506-26-001053. 13F discloses long positions only — shorts, foreign equities, and options are excluded.