The Analysis of Evelyn Partners Investment Management LLP's Holdings
Currently, Evelyn Partners Investment Management LLP holds 409 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in CRH (+1.0M shares, valued at $125.8M), CB (+259.1K shares, valued at $73.1M), MSFT (+121.1K shares, valued at $62.7M); decreased their positions in TSM (-124.4K shares, valued at $34.8M), GOOG (-32.0K shares, valued at $7.8M), MMC (-19.2K shares, valued at $3.9M); initiated new positions in CRH (+1.0M shares, valued at $125.8M), CB (+259.1K shares, valued at $73.1M), LIN (+86.4K shares, valued at $41.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP666.1K shares22.21%2025-09-302025-11-14
AMZN AMAZON COM INC1.2M shares14.23%2025-09-302025-11-14 GOOGL ALPHABET INC1.1M shares21.84%2025-09-302025-11-14 NVDA NVIDIA CORPORATION837.8K shares30.49%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD494.5K shares-20.10%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL258.9K shares7.00%2025-09-302025-11-14 CRH CRH PLC1.0M sharesnew addition2025-09-302025-11-14 V VISA INC355.3K shares103.89%2025-09-302025-11-14 AAPL APPLE INC399.7K shares34.83%2025-09-302025-11-14 SYK STRYKER CORPORATION255.3K shares83.55%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.275.1K shares27.30%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC15.6K shares171.99%2025-09-302025-11-14 META META PLATFORMS INC101.2K shares64.60%2025-09-302025-11-14 CB CHUBB LIMITED259.1K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO870.3K shares25.27%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC165.8K shares72.66%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC104.8K shares117.92%2025-09-302025-11-14 ZTS ZOETIS INC340.8K shares43.36%2025-09-302025-11-14 AZO AUTOZONE INC9.7K shares222.58%2025-09-302025-11-14 LIN LINDE PLC86.4K sharesnew addition2025-09-302025-11-14 MA MASTERCARD INCORPORATED71.2K shares38.92%2025-09-302025-11-14 SPGI S&P GLOBAL INC78.1K shares74.50%2025-09-302025-11-14 NDAQ NASDAQ INC416.3K shares40.17%2025-09-302025-11-14 GOOG ALPHABET INC151.0K shares-17.50%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC45.5K shares53.96%2025-09-302025-11-14 BAC BANK AMERICA CORP654.4K shares23.64%2025-09-302025-11-14 SW SMURFIT WESTROCK PLC744.6K sharesnew addition2025-09-302025-11-14 RACE FERRARI N V64.4K sharesnew addition2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC58.8K shares96.71%2025-09-302025-11-14 TJX TJX COS INC NEW198.7K shares24.66%2025-09-302025-11-14 CEF SPROTT ASSET MANAGEMENT LP761.9K sharesnew addition2025-09-302025-11-14 IEX IDEX CORP169.7K shares51.71%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON144.2K shares28.41%2025-09-302025-11-14 NEE NEXTERA ENERGY INC353.4K shares70.26%2025-09-302025-11-14 AEM AGNICO EAGLE MINES LTD156.1K sharesnew addition2025-09-302025-11-14 WMT WALMART INC248.4K shares31.18%2025-09-302025-11-14 BX BLACKSTONE INC149.1K shares24.92%2025-09-302025-11-14 DHR DANAHER CORPORATION123.3K shares35.88%2025-09-302025-11-14 BUR BURFORD CAP LTD1.8M sharesnew addition2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC47.5K shares54.35%2025-09-302025-11-14 MCD MCDONALDS CORP67.6K shares5.02%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO129.3K shares20.75%2025-09-302025-11-14 NFLX NETFLIX INC15.7K shares42.88%2025-09-302025-11-14 GEHC GE HEALTHCARE TECHNOLOGIES I237.9K shares27.09%2025-09-302025-11-14 NEM NEWMONT CORP197.4K shares25.06%2025-09-302025-11-14 INTU INTUIT24.3K shares21.14%2025-09-302025-11-14 CVX CHEVRON CORP NEW103.9K shares17.31%2025-09-302025-11-14 AMT AMERICAN TOWER CORP NEW78.6K shares70.65%2025-09-302025-11-14 MKL MARKEL GROUP INC7.4K shares96.67%2025-09-302025-11-14 DIS DISNEY WALT CO114.2K shares24.04%2025-09-302025-11-14 FCX FREEPORT-MCMORAN INC330.2K shares2.32%2025-09-302025-11-14 APH AMPHENOL CORP NEW103.6K shares16.63%2025-09-302025-11-14 IBKR INTERACTIVE BROKERS GROUP IN181.6K shares45.40%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP126.5K shares2395.76%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND49.5K sharesnew addition2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC52.6K shares15.94%2025-09-302025-11-14 CSCO CISCO SYS INC153.1K shares16.16%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW10.3K shares54.58%2025-09-302025-11-14 DE DEERE & CO20.4K shares59.13%2025-09-302025-11-14 PEP PEPSICO INC65.7K shares34.35%2025-09-302025-11-14 ETN EATON CORP PLC24.5K sharesnew addition2025-09-302025-11-14 AWK AMERICAN WTR WKS CO INC NEW62.6K shares86.03%2025-09-302025-11-14 ABT ABBOTT LABS63.0K shares31.29%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC39.8K shares55.01%2025-09-302025-11-14 XOM EXXON MOBIL CORP71.3K shares-16.71%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC122.1K shares-20.18%2025-09-302025-11-14 CME CME GROUP INC27.5K shares32.27%2025-09-302025-11-14 WPM WHEATON PRECIOUS METALS CORP64.3K sharesnew addition2025-09-302025-11-14 GLD SPDR GOLD TR19.8K sharesnew addition2025-09-302025-11-14 PLD PROLOGIS INC.60.9K shares41.08%2025-09-302025-11-14 HON HONEYWELL INTL INC31.8K shares33.72%2025-09-302025-11-14 ANET ARISTA NETWORKS INC43.1K shares15.59%2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC17.6K shares-16.08%2025-09-302025-11-14 CRM SALESFORCE INC25.5K shares9.11%2025-09-302025-11-14 FLUT FLUTTER ENTMT PLC22.5K sharesnew addition2025-09-302025-11-14 RY ROYAL BK CDA35.0K sharesnew addition2025-09-302025-11-14 LHX L3HARRIS TECHNOLOGIES INC14.9K shares42.51%2025-09-302025-11-14 WMB WILLIAMS COS INC63.6K shares38.10%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC90.4K shares-7.56%2025-09-302025-11-14 QQQ INVESCO QQQ TR6.4K sharesnew addition2025-09-302025-11-14 LLY ELI LILLY & CO5.1K shares-4.06%2025-09-302025-11-14 BK BANK NEW YORK MELLON CORP34.4K shares0.00%2025-09-302025-11-14 MMC MARSH & MCLENNAN COS INC17.8K shares-51.85%2025-09-302025-11-14 SHW SHERWIN WILLIAMS CO10.0K shares12.58%2025-09-302025-11-14 AVGO BROADCOM INC10.2K shares506.30%2025-09-302025-11-14 MLM MARTIN MARIETTA MATLS INC5.3K shares3.97%2025-09-302025-11-14 MSCI MSCI INC5.4K shares140.17%2025-09-302025-11-14 IP INTERNATIONAL PAPER CO65.9K sharesnew addition2025-09-302025-11-14 SLB SCHLUMBERGER LTD86.3K sharesnew addition2025-09-302025-11-14 TD TORONTO DOMINION BK ONT34.1K sharesnew addition2025-09-302025-11-14 C CITIGROUP INC26.8K shares-17.70%2025-09-302025-11-14 TSLA TESLA INC6.1K shares-58.67%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC5.5K shares8.89%2025-09-302025-11-14 CL COLGATE PALMOLIVE CO32.8K shares-6.97%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS9.2K shares-28.05%2025-09-302025-11-14 SHOP SHOPIFY INC17.4K sharesnew addition2025-09-302025-11-14 BDX BECTON DICKINSON & CO13.6K shares45.42%2025-09-302025-11-14 APTV APTIV PLC29.4K sharesnew addition2025-09-302025-11-14 COIN COINBASE GLOBAL INC7.4K shares19.80%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR3.6K sharesnew addition2025-09-302025-11-14 LOGI LOGITECH INTL S A21.3K sharesnew addition2025-09-302025-11-14 CARR CARRIER GLOBAL CORPORATION38.8K shares14.79%2025-09-302025-11-14 CP CANADIAN PACIFIC KANSAS CITY30.1K sharesnew addition2025-09-302025-11-14 CAT CATERPILLAR INC4.6K shares-43.97%2025-09-302025-11-14 NOW SERVICENOW INC2.3K shares21.02%2025-09-302025-11-14 LOW LOWES COS INC8.2K shares2.87%2025-09-302025-11-14 MRK MERCK & CO INC24.6K shares59.73%2025-09-302025-11-14 GE GE AEROSPACE6.0K shares-18.90%2025-09-302025-11-14 DOV DOVER CORP10.5K shares-6.59%2025-09-302025-11-14 JEF JEFFERIES FINL GROUP INC26.7K shares-4.11%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN5.9K shares-7.00%2025-09-302025-11-14 HRI HERC HLDGS INC14.1K shares-21.89%2025-09-302025-11-14 MS MORGAN STANLEY10.3K shares-52.54%2025-09-302025-11-14 TPL TEXAS PACIFIC LAND CORPORATI1.7K shares-31.96%2025-09-302025-11-14 URTH ISHARES INC8.5K sharesnew addition2025-09-302025-11-14 RTX RTX CORPORATION9.0K sharesnew addition2025-09-302025-11-14 KEX KIRBY CORP17.8K shares3.86%2025-09-302025-11-14 CMG CHIPOTLE MEXICAN GRILL INC37.2K shares26.76%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A2.1K sharesnew addition2025-09-302025-11-14 PFE PFIZER INC56.1K shares-8.95%2025-09-302025-11-14 APD AIR PRODS & CHEMS INC5.1K shares45.11%2025-09-302025-11-14 IVV ISHARES TR2.0K sharesnew addition2025-09-302025-11-14 STIP ISHARES TR13.2K sharesnew addition2025-09-302025-11-14 NKE NIKE INC19.4K shares13.12%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO3.9K shares-39.63%2025-09-302025-11-14 SHEL SHELL PLC17.3K shares-8.85%2025-09-302025-11-14 BLK BLACKROCK INC1.1K shares-16.01%2025-09-302025-11-14 ABBV ABBVIE INC5.3K shares-41.35%2025-09-302025-11-14 UBS UBS GROUP AG28.9K sharesnew addition2025-09-302025-11-14 T AT&T INC40.8K shares-7.31%2025-09-302025-11-14 KDP KEURIG DR PEPPER INC44.6K shares-1.76%2025-09-302025-11-14 TXN TEXAS INSTRS INC6.1K shares-13.90%2025-09-302025-11-14 UNP UNION PAC CORP4.5K shares46.42%2025-09-302025-11-14 UL UNILEVER PLC17.3K shares0.00%2025-09-302025-11-14 TRI THOMSON REUTERS CORP6.5K sharesnew addition2025-09-302025-11-14 ALC ALCON AG12.8K sharesnew addition2025-09-302025-11-14 CCJ CAMECO CORP11.4K sharesnew addition2025-09-302025-11-14 GEV GE VERNOVA INC1.5K shares-24.39%2025-09-302025-11-14 BEP BROOKFIELD RENEWABLE PARTNER33.6K sharesnew addition2025-09-302025-11-14 PM PHILIP MORRIS INTL INC5.3K shares-24.53%2025-09-302025-11-14 WTW WILLIS TOWERS WATSON PLC LTD2.4K sharesnew addition2025-09-302025-11-14 ROK ROCKWELL AUTOMATION INC2.4K shares21.73%2025-09-302025-11-14 TTE TOTALENERGIES SE13.4K sharesnew addition2025-09-302025-11-14 VLTO VERALTO CORP7.3K shares16.05%2025-09-302025-11-14 HD HOME DEPOT INC1.9K shares12.23%2025-09-302025-11-14 RYAAY RYANAIR HOLDINGS PLC11.4K shares-81.84%2025-09-302025-11-14 EA ELECTRONIC ARTS INC3.3K shares-2.16%2025-09-302025-11-14 EQIX EQUINIX INC857 shares-42.06%2025-09-302025-11-14 VGT VANGUARD WORLD FD873 sharesnew addition2025-09-302025-11-14 ADBE ADOBE INC1.8K shares-75.64%2025-09-302025-11-14 OPPJ WISDOMTREE TR14.8K sharesnew addition2025-09-302025-11-14 NTRS NORTHERN TR CORP4.6K shares-11.05%2025-09-302025-11-14 CSX CSX CORP17.0K shares-6.58%2025-09-302025-11-14 KKR KKR & CO INC4.6K shares-7.61%2025-09-302025-11-14 XYL XYLEM INC4.1K shares0.37%2025-09-302025-11-14 MO ALTRIA GROUP INC9.1K shares8.32%2025-09-302025-11-14 AON AON PLC1.7K sharesnew addition2025-09-302025-11-14 MCHP MICROCHIP TECHNOLOGY INC.9.2K sharesnew addition2025-09-302025-11-14 IWM ISHARES TR2.4K sharesnew addition2025-09-302025-11-14 YUM YUM BRANDS INC3.7K sharesnew addition2025-09-302025-11-14 AZN ASTRAZENECA PLC7.3K shares73.84%2025-09-302025-11-14 LNG CHENIERE ENERGY INC2.2K shares0.00%2025-09-302025-11-14 BA BOEING CO2.4K shares-17.39%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC7.6K shares-48.93%2025-09-302025-11-14 EL LAUDER ESTEE COS INC5.5K shares-26.24%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW1.8K shares-4.20%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP685 shares-34.95%2025-09-302025-11-14 MKC MCCORMICK & CO INC6.2K sharesnew addition2025-09-302025-11-14 WM WASTE MGMT INC DEL1.9K shares186.15%2025-09-302025-11-14 STE STERIS PLC1.6K sharesnew addition2025-09-302025-11-14 MDT MEDTRONIC PLC4.2K sharesnew addition2025-09-302025-11-14 SGOL ETFS GOLD TR10.0K sharesnew addition2025-09-302025-11-14 CTRA COTERRA ENERGY INC15.2K shares-1.11%2025-09-302025-11-14 B BARRICK MNG CORP10.3K sharesnew addition2025-09-302025-11-14 COP CONOCOPHILLIPS3.6K shares-46.78%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC3.0K sharesnew addition2025-09-302025-11-14 DD DUPONT DE NEMOURS INC3.9K shares-6.89%2025-09-302025-11-14 INDV INDIVIOR PLC12.6K sharesnew addition2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F3.8K sharesnew addition2025-09-302025-11-14 ALL ALLSTATE CORP1.3K shares0.00%2025-09-302025-11-14 INTC INTEL CORP8.6K shares-70.80%2025-09-302025-11-14 STT STATE STR CORP2.5K shares0.00%2025-09-302025-11-14 JXN JACKSON FINANCIAL INC2.8K shares-77.33%2025-09-302025-11-14 ADSK AUTODESK INC878 shares-34.96%2025-09-302025-11-14 EEM ISHARES TR5.0K sharesnew addition2025-09-302025-11-14 BMO BANK MONTREAL QUE2.1K sharesnew addition2025-09-302025-11-14 CM CANADIAN IMPERIAL BANK OF CO3.2K sharesnew addition2025-09-302025-11-14 EMR EMERSON ELEC CO1.9K shares-13.35%2025-09-302025-11-14 VPL VANGUARD INTL EQUITY INDEX F2.8K sharesnew addition2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F1.8K sharesnew addition2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO5.3K shares-27.30%2025-09-302025-11-14 BNS BANK NOVA SCOTIA HALIFAX3.7K sharesnew addition2025-09-302025-11-14 AGCO AGCO CORP2.2K shares0.00%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC2.3K shares-51.12%2025-09-302025-11-14 ORCL ORACLE CORP790 shares-53.09%2025-09-302025-11-14 SU SUNCOR ENERGY INC NEW5.2K sharesnew addition2025-09-302025-11-14 KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares-46.84%2025-09-302025-11-14 CTVA CORTEVA INC3.1K shares-4.65%2025-09-302025-11-14 INFY INFOSYS LTD12.6K sharesnew addition2025-09-302025-11-14 TWLO TWILIO INC2.0K shares-8.05%2025-09-302025-11-14 VTI VANGUARD INDEX FDS600 sharesnew addition2025-09-302025-11-14 AAXJ ISHARES TR2.1K sharesnew addition2025-09-302025-11-14 DXJ WISDOMTREE TR1.5K sharesnew addition2025-09-302025-11-14 PSX PHILLIPS 661.4K shares35.54%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T975 sharesnew addition2025-09-302025-11-14 GLW CORNING INC2.2K shares-25.25%2025-09-302025-11-14 AXON AXON ENTERPRISE INC249 sharesnew addition2025-09-302025-11-14 IEMG ISHARES INC2.6K sharesnew addition2025-09-302025-11-14 NVO NOVO-NORDISK A S3.1K shares-34.55%2025-09-302025-11-14 DBMF LITMAN GREGORY FDS TR6.3K sharesnew addition2025-09-302025-11-14 CMCSA COMCAST CORP NEW5.4K shares-11.31%2025-09-302025-11-14 CCK CROWN HLDGS INC1.8K shares-50.07%2025-09-302025-11-14 MELI MERCADOLIBRE INC68 shares-72.02%2025-09-302025-11-14 SYY SYSCO CORP1.9K shares-30.28%2025-09-302025-11-14 LRCX LAM RESEARCH CORP1.2K shares-4.61%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR550 sharesnew addition2025-09-302025-11-14 EPP ISHARES INC3.0K sharesnew addition2025-09-302025-11-14 DB DEUTSCHE BANK A G4.3K sharesnew addition2025-09-302025-11-14 CIEN CIENA CORP1.0K shares-2.44%2025-09-302025-11-14 IBN ICICI BANK LIMITED4.8K shares0.00%2025-09-302025-11-14 GIS GENERAL MLS INC2.8K shares0.00%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP283 shares52.15%2025-09-302025-11-14 TRV TRAVELERS COMPANIES INC500 sharesnew addition2025-09-302025-11-14 CVS CVS HEALTH CORP1.8K shares0.00%2025-09-302025-11-14 SBUX STARBUCKS CORP1.6K shares-53.53%2025-09-302025-11-14 GAM GENERAL AMERN INVS CO INC2.1K sharesnew addition2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2025-09-302025-11-14 NTR NUTRIEN LTD2.1K sharesnew addition2025-09-302025-11-14 ECL ECOLAB INC432 shares-28.95%2025-09-302025-11-14 WDFC WD 40 CO570 shares0.00%2025-09-302025-11-14 IGM ISHARES TR865 sharesnew addition2025-09-302025-11-14 USB US BANCORP DEL2.2K shares-52.97%2025-09-302025-11-14 CLH CLEAN HARBORS INC460 shares0.00%2025-09-302025-11-14 DELL DELL TECHNOLOGIES INC737 shares0.00%2025-09-302025-11-14 VRNS VARONIS SYS INC1.8K shares0.00%2025-09-302025-11-14 FOXA FOX CORP1.6K shares-64.10%2025-09-302025-11-14 OTIS OTIS WORLDWIDE CORP1.1K shares-23.51%2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP785 shares528.00%2025-09-302025-11-14 BALL BALL CORP1.9K shares-58.51%2025-09-302025-11-14 ASPI ASP ISOTOPES INC10.0K sharesnew addition2025-09-302025-11-14 VGIT VANGUARD SCOTTSDALE FDS1.6K sharesnew addition2025-09-302025-11-14 OXY OCCIDENTAL PETE CORP2.0K shares5.26%2025-09-302025-11-14 KHC KRAFT HEINZ CO3.6K shares-76.16%2025-09-302025-11-14 CCI CROWN CASTLE INC950 shares0.00%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD510 shares-95.67%2025-09-302025-11-14 DOW DOW INC3.9K shares-18.94%2025-09-302025-11-14 NVS NOVARTIS AG700 shares56.25%2025-09-302025-11-14 EWJ ISHARES INC1.1K sharesnew addition2025-09-302025-11-14 COF CAPITAL ONE FINL CORP407 shares-68.40%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP252 shares-46.95%2025-09-302025-11-14 GILD GILEAD SCIENCES INC766 shares-17.28%2025-09-302025-11-14 FDX FEDEX CORP360 shares-21.74%2025-09-302025-11-14 FRI FIRST TR EXCHANGE-TRADED FD3.0K sharesnew addition2025-09-302025-11-14 CRSP CRISPR THERAPEUTICS AG1.3K sharesnew addition2025-09-302025-11-14 BP BP PLC2.4K shares-47.14%2025-09-302025-11-14 MCO MOODYS CORP170 shares-29.17%2025-09-302025-11-14 ALNY ALNYLAM PHARMACEUTICALS INC175 shares-39.66%2025-09-302025-11-14 IVZ INVESCO LTD3.5K sharesnew addition2025-09-302025-11-14 WCN WASTE CONNECTIONS INC444 sharesnew addition2025-09-302025-11-14 FEM FIRST TR EXCH TRD ALPHDX FD2.9K sharesnew addition2025-09-302025-11-14 GM GENERAL MTRS CO1.3K 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shares0.00%2025-09-302025-11-14 TIP ISHARES TR350 sharesnew addition2025-09-302025-11-14 FIW FIRST TR EXCHANGE-TRADED FD400 sharesnew addition2025-09-302025-11-14 ACGL ARCH CAP GROUP LTD412 sharesnew addition2025-09-302025-11-14 EMLP FIRST TR EXCHANGE-TRADED FD955 sharesnew addition2025-09-302025-11-14 AOS SMITH A O CORP490 shares0.00%2025-09-302025-11-14 SDY SPDR SERIES TRUST250 sharesnew addition2025-09-302025-11-14 CVE CENOVUS ENERGY INC2.0K sharesnew addition2025-09-302025-11-14 LNN LINDSAY CORP245 shares0.00%2025-09-302025-11-14 MMM 3M CO220 shares-80.94%2025-09-302025-11-14 POST POST HLDGS INC315 sharesnew addition2025-09-302025-11-14 PIO INVESCO EXCH TRADED FD TR II750 sharesnew addition2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC200 shares-95.98%2025-09-302025-11-14 AMGN AMGEN INC113 shares0.00%2025-09-302025-11-14 HXL HEXCEL CORP NEW500 shares150.00%2025-09-302025-11-14 FER FERROVIAL SE532 sharesnew addition2025-09-302025-11-14 VWOB VANGUARD WHITEHALL FDS460 sharesnew addition2025-09-302025-11-14 VNQI VANGUARD INTL EQUITY INDEX F620 sharesnew addition2025-09-302025-11-14 TER TERADYNE INC215 shares-80.72%2025-09-302025-11-14 CWK CUSHMAN WAKEFIELD PLC1.8K sharesnew addition2025-09-302025-11-14 FTRI FIRST TR EXCHANGE TRADED FD1.9K sharesnew addition2025-09-302025-11-14 AMAT APPLIED MATLS INC140 sharesnew addition2025-09-302025-11-14 WFC WELLS FARGO CO NEW340 shares-91.23%2025-09-302025-11-14 SOXX ISHARES TR105 sharesnew addition2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC337 shares-82.22%2025-09-302025-11-14 GNRC GENERAC HLDGS INC165 sharesnew addition2025-09-302025-11-14 EFX EQUIFAX INC105 shares-31.82%2025-09-302025-11-14 AMRZ AMRIZE LTD529 sharesnew addition2025-09-302025-11-14 ARES ARES MANAGEMENT CORPORATION158 shares0.00%2025-09-302025-11-14 URI UNITED RENTALS INC25 sharesnew addition2025-09-302025-11-14 NWSA NEWS CORP NEW752 sharesnew addition2025-09-302025-11-14 F FORD MTR CO1.9K shares0.00%2025-09-302025-11-14 BKU BANKUNITED INC580 sharesnew addition2025-09-302025-11-14 ORLA ORLA MNG LTD NEW2.0K sharesnew addition2025-09-302025-11-14 PHM PULTE GROUP INC154 shares0.00%2025-09-302025-11-14 QCLN FIRST TR EXCHANGE-TRADED FD480 sharesnew addition2025-09-302025-11-14 FIS FIDELITY NATL INFORMATION SV305 shares-85.88%2025-09-302025-11-14 AGG ISHARES TR200 sharesnew addition2025-09-302025-11-14 VRSK VERISK ANALYTICS INC74 shares-78.30%2025-09-302025-11-14 PR PERMIAN RESOURCES CORP1.4K sharesnew addition2025-09-302025-11-14 AVY AVERY DENNISON CORP113 shares0.00%2025-09-302025-11-14 SRE SEMPRA200 shares1150.00%2025-09-302025-11-14 FANG DIAMONDBACK ENERGY INC117 shares-95.19%2025-09-302025-11-14 VTRS VIATRIS INC1.6K shares-65.16%2025-09-302025-11-14 DBX DROPBOX INC500 shares-91.99%2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN88 shares-90.79%2025-09-302025-11-14 BRBR BELLRING BRANDS INC399 sharesnew addition2025-09-302025-11-14 ONC BEONE MEDICINES LTD41 shares0.00%2025-09-302025-11-14 CPRT COPART INC300 shares-80.39%2025-09-302025-11-14 EWU ISHARES TR300 sharesnew addition2025-09-302025-11-14 ARVN ARVINAS INC1.5K shares0.00%2025-09-302025-11-14 EMF TEMPLETON EMERGING MKTS FD750 sharesnew addition2025-09-302025-11-14 JHG JANUS HENDERSON GROUP PLC260 sharesnew addition2025-09-302025-11-14 OVV OVINTIV INC269 shares-47.46%2025-09-302025-11-14 VDE VANGUARD WORLD FD85 sharesnew addition2025-09-302025-11-14 HCA HCA HEALTHCARE INC25 shares-16.67%2025-09-302025-11-14 WAB WABTEC52 shares-35.80%2025-09-302025-11-14 LFUS LITTELFUSE INC40 shares-38.46%2025-09-302025-11-14 RCI ROGERS COMMUNICATIONS INC300 sharesnew addition2025-09-302025-11-14 ARE ALEXANDRIA REAL ESTATE EQ IN120 shares0.00%2025-09-302025-11-14 GXO GXO LOGISTICS INCORPORATED186 sharesnew addition2025-09-302025-11-14 HDV ISHARES TR80 sharesnew addition2025-09-302025-11-14 CHD CHURCH & DWIGHT CO INC109 shares0.00%2025-09-302025-11-14 FTV FORTIVE CORP183 shares0.00%2025-09-302025-11-14 FTNT FORTINET INC103 sharesnew 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addition2025-09-302025-11-14 SCLX SCILEX HOLDING CO5 sharesnew addition2025-09-302025-11-14 NEXN NEXXEN INTL LTD4 sharesnew addition2025-09-302025-11-14 LILAK LIBERTY LATIN AMERICA LTD1 sharesnew addition2025-09-302025-11-14 Call Option Holdings
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