The Analysis of Evelyn Partners Investment Management Services Ltd's Holdings
Currently, Evelyn Partners Investment Management Services Ltd holds 266 types of securities in its portfolio with a total value $744.9M. In the most recent quarter, they have increased their positions in CB (+59.9K shares, valued at $16.9M), CRH (+128.2K shares, valued at $15.4M), ANET (+88.1K shares, valued at $12.8M); decreased their positions in AZO (-63.3K shares, valued at $271.5M), TSM (-54.8K shares, valued at $15.3M), BRK.B (-29.9K shares, valued at $15.0M); initiated new positions in CB (+59.9K shares, valued at $16.9M), CRH (+128.2K shares, valued at $15.4M), WPM (+91.6K shares, valued at $10.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP103.3K shares-20.22%2025-09-302025-11-14
GOOGL ALPHABET INC176.2K shares-18.14%2025-09-302025-11-14 AMZN AMAZON COM INC179.3K shares-26.68%2025-09-302025-11-14 V VISA INC95.7K shares-23.11%2025-09-302025-11-14 SYK STRYKER CORPORATION68.3K shares-28.07%2025-09-302025-11-14 NVDA NVIDIA CORPORATION128.8K shares-29.20%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL47.0K shares-38.87%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD83.2K shares-39.70%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC24.8K shares-4.24%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON98.4K shares-10.76%2025-09-302025-11-14 META META PLATFORMS INC24.7K shares-7.68%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC3.3K shares-5.16%2025-09-302025-11-14 DIS DISNEY WALT CO150.0K shares-23.36%2025-09-302025-11-14 CB CHUBB LIMITED59.9K sharesnew addition2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN57.5K shares80.36%2025-09-302025-11-14 CRH CRH PLC128.2K sharesnew addition2025-09-302025-11-14 MCD MCDONALDS CORP50.5K shares-11.77%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC29.7K shares-3.60%2025-09-302025-11-14 AAPL APPLE INC53.5K shares-37.29%2025-09-302025-11-14 ANET ARISTA NETWORKS INC90.1K shares4417.24%2025-09-302025-11-14 MA MASTERCARD INCORPORATED20.7K shares-20.55%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC176.8K shares-11.50%2025-09-302025-11-14 WPM WHEATON PRECIOUS METALS CORP91.6K sharesnew addition2025-09-302025-11-14 ZTS ZOETIS INC66.8K shares-41.27%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC20.8K shares-20.27%2025-09-302025-11-14 FNV FRANCO NEV CORP38.3K sharesnew addition2025-09-302025-11-14 INTU INTUIT11.5K shares-50.29%2025-09-302025-11-14 PEP PEPSICO INC54.3K shares-16.21%2025-09-302025-11-14 CL COLGATE PALMOLIVE CO91.4K shares-17.14%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F51.0K sharesnew addition2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.22.0K shares4.33%2025-09-302025-11-14 CEF SPROTT ASSET MANAGEMENT LP185.6K sharesnew addition2025-09-302025-11-14 PG PROCTER AND GAMBLE CO43.1K shares-40.70%2025-09-302025-11-14 SPGI S&P GLOBAL INC12.8K shares-8.43%2025-09-302025-11-14 QQQ INVESCO QQQ TR10.0K sharesnew addition2025-09-302025-11-14 AZO AUTOZONE INC1.4K shares-97.84%2025-09-302025-11-14 LIN LINDE PLC12.4K sharesnew addition2025-09-302025-11-14 LLY ELI LILLY & CO7.3K shares263.85%2025-09-302025-11-14 KO COCA COLA CO82.4K shares-11.51%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND21.5K sharesnew addition2025-09-302025-11-14 NDAQ NASDAQ INC58.1K shares6.58%2025-09-302025-11-14 MKC MCCORMICK & CO INC76.8K shares-7.86%2025-09-302025-11-14 WAT WATERS CORP16.5K shares49.95%2025-09-302025-11-14 SW SMURFIT WESTROCK PLC113.5K sharesnew addition2025-09-302025-11-14 GLD SPDR GOLD TR12.4K sharesnew addition2025-09-302025-11-14 LRCX LAM RESEARCH CORP32.6K shares-13.37%2025-09-302025-11-14 TJX TJX COS INC NEW27.4K shares63.26%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC54.6K shares-50.35%2025-09-302025-11-14 GDX VANECK ETF TRUST44.6K sharesnew addition2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC14.9K shares278.27%2025-09-302025-11-14 DBMF LITMAN GREGORY FDS TR121.5K sharesnew addition2025-09-302025-11-14 ADBE ADOBE INC8.7K shares-69.09%2025-09-302025-11-14 IEX IDEX CORP18.6K shares35.07%2025-09-302025-11-14 AEM AGNICO EAGLE MINES LTD16.7K sharesnew addition2025-09-302025-11-14 EA ELECTRONIC ARTS INC12.5K shares2.59%2025-09-302025-11-14 BAC BANK AMERICA CORP47.0K shares-6.55%2025-09-302025-11-14 PLD PROLOGIS INC.19.7K shares18.67%2025-09-302025-11-14 NEM NEWMONT CORP25.1K shares10.64%2025-09-302025-11-14 APH AMPHENOL CORP NEW17.1K shares139.57%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC10.0K shares-31.55%2025-09-302025-11-14 CME CME GROUP INC7.3K shares42.15%2025-09-302025-11-14 MKC.V MCCORMICK & CO INC28.9K shares27.98%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC5.4K shares-64.27%2025-09-302025-11-14 VPL VANGUARD INTL EQUITY INDEX F21.0K sharesnew addition2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP3.0K shares-10.60%2025-09-302025-11-14 GOOG ALPHABET INC7.4K shares-41.57%2025-09-302025-11-14 ETN EATON CORP PLC4.8K sharesnew addition2025-09-302025-11-14 SGOL ETFS GOLD TR48.3K sharesnew addition2025-09-302025-11-14 VDE VANGUARD WORLD FD13.0K sharesnew addition2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC3.2K shares3707.06%2025-09-302025-11-14 AVGO BROADCOM INC4.7K shares56.51%2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC4.4K shares-16.81%2025-09-302025-11-14 NOW SERVICENOW INC1.6K shares15.79%2025-09-302025-11-14 AMT AMERICAN TOWER CORP NEW7.7K shares43.82%2025-09-302025-11-14 URA GLOBAL X FDS27.8K sharesnew addition2025-09-302025-11-14 APD AIR PRODS & CHEMS INC4.6K shares-23.21%2025-09-302025-11-14 B BARRICK MNG CORP38.0K sharesnew addition2025-09-302025-11-14 XOM EXXON MOBIL CORP10.7K shares-5.22%2025-09-302025-11-14 NFLX NETFLIX INC971 shares-35.65%2025-09-302025-11-14 CP CANADIAN PACIFIC KANSAS CITY15.1K sharesnew addition2025-09-302025-11-14 BLK BLACKROCK INC872 shares0.93%2025-09-302025-11-14 MSCI MSCI INC1.8K shares-64.45%2025-09-302025-11-14 WMT WALMART INC9.7K shares-78.67%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW1.1K shares-40.60%2025-09-302025-11-14 HON HONEYWELL INTL INC4.7K shares-28.37%2025-09-302025-11-14 VO VANGUARD INDEX FDS3.1K sharesnew addition2025-09-302025-11-14 NKE NIKE INC12.6K shares-29.36%2025-09-302025-11-14 GE GE AEROSPACE2.9K shares-1.30%2025-09-302025-11-14 ABBV ABBVIE INC3.7K shares29.63%2025-09-302025-11-14 EWG ISHARES INC19.6K sharesnew addition2025-09-302025-11-14 IP INTERNATIONAL PAPER CO17.6K sharesnew addition2025-09-302025-11-14 RACE FERRARI N V1.7K sharesnew addition2025-09-302025-11-14 CRM SALESFORCE INC3.4K shares-27.29%2025-09-302025-11-14 NEE NEXTERA ENERGY INC10.4K shares-65.04%2025-09-302025-11-14 JLL JONES LANG LASALLE INC2.3K shares0.00%2025-09-302025-11-14 BDX BECTON DICKINSON & CO3.5K shares-20.22%2025-09-302025-11-14 TXN TEXAS INSTRS INC3.6K shares33.70%2025-09-302025-11-14 SLB SCHLUMBERGER LTD18.0K sharesnew addition2025-09-302025-11-14 RY ROYAL BK CDA4.0K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS4.1K shares-15.60%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC3.2K shares209.41%2025-09-302025-11-14 CSCO CISCO SYS INC6.8K shares-10.69%2025-09-302025-11-14 TRI THOMSON REUTERS CORP3.0K sharesnew addition2025-09-302025-11-14 FAST FASTENAL CO9.2K shares73.23%2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN2.5K shares3585.51%2025-09-302025-11-14 GEHC GE HEALTHCARE TECHNOLOGIES I5.2K shares-45.43%2025-09-302025-11-14 HD HOME DEPOT INC900 shares-39.88%2025-09-302025-11-14 ROK ROCKWELL AUTOMATION INC1.0K shares12.74%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC7.8K shares-34.75%2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F4.2K sharesnew addition2025-09-302025-11-14 UBS UBS GROUP AG8.1K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP1.2K shares-86.99%2025-09-302025-11-14 TMC TMC THE METALS COMPANY INC47.0K sharesnew addition2025-09-302025-11-14 AXON AXON ENTERPRISE INC414 sharesnew addition2025-09-302025-11-14 TSLA TESLA INC647 shares-74.70%2025-09-302025-11-14 QCOM QUALCOMM INC1.7K shares70.70%2025-09-302025-11-14 VOO VANGUARD INDEX FDS444 sharesnew addition2025-09-302025-11-14 RTX RTX CORPORATION1.6K sharesnew addition2025-09-302025-11-14 CVX CHEVRON CORP NEW1.7K shares818.92%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC1.6K shares1432.08%2025-09-302025-11-14 PFE PFIZER INC10.0K shares-51.89%2025-09-302025-11-14 EQIX EQUINIX INC323 shares15.77%2025-09-302025-11-14 FCX FREEPORT-MCMORAN INC6.2K shares903.88%2025-09-302025-11-14 VTI VANGUARD INDEX FDS742 sharesnew addition2025-09-302025-11-14 SF STIFEL FINL CORP2.1K shares0.00%2025-09-302025-11-14 BRO BROWN & BROWN INC2.3K shares-10.05%2025-09-302025-11-14 DE DEERE & CO447 shares-89.53%2025-09-302025-11-14 UNP UNION PAC CORP860 shares-75.24%2025-09-302025-11-14 DHR DANAHER CORPORATION930 shares-69.83%2025-09-302025-11-14 SHW SHERWIN WILLIAMS CO511 shares-74.58%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC958 shares-54.36%2025-09-302025-11-14 WM WASTE MGMT INC DEL790 shares-13.57%2025-09-302025-11-14 ITA ISHARES TR821 sharesnew addition2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC937 shares100.64%2025-09-302025-11-14 LHX L3HARRIS TECHNOLOGIES INC495 shares40.63%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP1.6K shares9.04%2025-09-302025-11-14 EMR EMERSON ELEC CO1.1K sharesnew addition2025-09-302025-11-14 ADSK AUTODESK INC442 shares298.20%2025-09-302025-11-14 CLX CLOROX CO DEL1.1K shares0.00%2025-09-302025-11-14 PCT PURECYCLE TECHNOLOGIES INC10.1K shares-9.46%2025-09-302025-11-14 PODD INSULET CORP425 shares142.86%2025-09-302025-11-14 AMGN AMGEN INC450 shares800.00%2025-09-302025-11-14 AGI ALAMOS GOLD INC NEW3.6K sharesnew addition2025-09-302025-11-14 SBUX STARBUCKS CORP1.5K shares33.79%2025-09-302025-11-14 NXPI NXP SEMICONDUCTORS N V530 sharesnew addition2025-09-302025-11-14 COIN COINBASE GLOBAL INC355 shares113.86%2025-09-302025-11-14 GEV GE VERNOVA INC193 shares-91.67%2025-09-302025-11-14 FKU FIRST TR EXCH TRD ALPHDX FD2.0K sharesnew addition2025-09-302025-11-14 HACK AMPLIFY ETF TR1.1K sharesnew addition2025-09-302025-11-14 WMB WILLIAMS COS INC1.4K shares-90.24%2025-09-302025-11-14 CVS CVS HEALTH CORP1.2K sharesnew addition2025-09-302025-11-14 INDV INDIVIOR PLC3.6K sharesnew addition2025-09-302025-11-14 SUSA ISHARES TR632 sharesnew addition2025-09-302025-11-14 OMC OMNICOM GROUP INC1.0K shares0.00%2025-09-302025-11-14 MMC MARSH & MCLENNAN COS INC420 shares-9.68%2025-09-302025-11-14 FSLR FIRST SOLAR INC361 shares0.00%2025-09-302025-11-14 OTIS OTIS WORLDWIDE CORP862 shares-11.59%2025-09-302025-11-14 GIS GENERAL MLS INC1.6K shares1041.18%2025-09-302025-11-14 ALC ALCON AG1.0K sharesnew addition2025-09-302025-11-14 PHYS SPROTT ASSET MANAGEMENT LP2.5K sharesnew addition2025-09-302025-11-14 BA BOEING CO345 shares-74.80%2025-09-302025-11-14 FICO FAIR ISAAC CORP48 shares-53.40%2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC1.5K shares-51.48%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS245 shares21.89%2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC805 shares4931.25%2025-09-302025-11-14 CCJ CAMECO CORP800 sharesnew addition2025-09-302025-11-14 AMAT APPLIED MATLS INC324 shares343.84%2025-09-302025-11-14 BMO BANK MONTREAL QUE500 sharesnew addition2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD358 shares-66.42%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP128 shares-1.54%2025-09-302025-11-14 CPA COPA HOLDINGS SA528 sharesnew addition2025-09-302025-11-14 KLAC KLA CORP56 shares-1.75%2025-09-302025-11-14 VGT VANGUARD WORLD FD78 sharesnew addition2025-09-302025-11-14 UL UNILEVER PLC964 shares10.17%2025-09-302025-11-14 ASML ASML HOLDING N V59 shares-61.44%2025-09-302025-11-14 CTVA CORTEVA INC825 shares0.00%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP260 shares2.36%2025-09-302025-11-14 NVO NOVO-NORDISK A S985 shares-26.77%2025-09-302025-11-14 VSGX VANGUARD WORLD FD785 sharesnew addition2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC502 shares-1.57%2025-09-302025-11-14 VUG VANGUARD INDEX FDS112 sharesnew addition2025-09-302025-11-14 MRK MERCK & CO INC608 shares-59.00%2025-09-302025-11-14 DB DEUTSCHE BANK A G1.4K sharesnew addition2025-09-302025-11-14 BX BLACKSTONE INC278 shares-93.84%2025-09-302025-11-14 SLF SUN LIFE FINANCIAL INC.776 sharesnew addition2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC220 shares3.77%2025-09-302025-11-14 EL LAUDER ESTEE COS INC501 shares300.80%2025-09-302025-11-14 JXN JACKSON FINANCIAL INC436 shares-78.29%2025-09-302025-11-14 CPRT COPART INC970 sharesnew addition2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP430 shares116.08%2025-09-302025-11-14 IDXX IDEXX LABS INC65 shares-89.33%2025-09-302025-11-14 ALAB ASTERA LABS INC210 shares-22.22%2025-09-302025-11-14 MDT MEDTRONIC PLC428 sharesnew addition2025-09-302025-11-14 PPTA PERPETUA RESOURCES CORP2.0K sharesnew addition2025-09-302025-11-14 T AT&T INC1.4K shares-49.61%2025-09-302025-11-14 STT STATE STR CORP330 shares-8.33%2025-09-302025-11-14 ETSY ETSY INC568 shares19.58%2025-09-302025-11-14 KEYS KEYSIGHT TECHNOLOGIES INC210 shares-96.69%2025-09-302025-11-14 KRBN KRANESHARES TRUST1.1K sharesnew addition2025-09-302025-11-14 KDP KEURIG DR PEPPER INC1.3K shares-81.52%2025-09-302025-11-14 CAT CATERPILLAR INC63 shares-92.45%2025-09-302025-11-14 A AGILENT TECHNOLOGIES INC233 shares-4.51%2025-09-302025-11-14 HRI HERC HLDGS INC255 shares-76.71%2025-09-302025-11-14 DXJ WISDOMTREE TR232 sharesnew addition2025-09-302025-11-14 MS MORGAN STANLEY185 shares2.78%2025-09-302025-11-14 RYAAY RYANAIR HOLDINGS PLC480 shares-31.62%2025-09-302025-11-14 C CITIGROUP INC270 sharesnew addition2025-09-302025-11-14 EOG EOG RES INC235 shares193.75%2025-09-302025-11-14 APLD APPLIED DIGITAL CORP1.1K shares0.00%2025-09-302025-11-14 IHI ISHARES TR420 sharesnew addition2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP200 shares-81.40%2025-09-302025-11-14 COPX GLOBAL X FDS406 sharesnew addition2025-09-302025-11-14 ADM ARCHER DANIELS MIDLAND CO400 shares-43.58%2025-09-302025-11-14 XLP SELECT SECTOR SPDR TR300 sharesnew addition2025-09-302025-11-14 QCLN FIRST TR EXCHANGE-TRADED FD554 sharesnew addition2025-09-302025-11-14 ETHO AMPLIFY ETF TR360 sharesnew addition2025-09-302025-11-14 KHC KRAFT HEINZ CO850 shares-75.87%2025-09-302025-11-14 VTRS VIATRIS INC2.1K shares-33.24%2025-09-302025-11-14 IBKR INTERACTIVE BROKERS GROUP IN307 shares32.33%2025-09-302025-11-14 AZN ASTRAZENECA PLC274 shares48.11%2025-09-302025-11-14 SAP SAP SE76 shares-52.20%2025-09-302025-11-14 APTV APTIV PLC233 sharesnew addition2025-09-302025-11-14 LULU LULULEMON ATHLETICA INC110 shares-19.12%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO55 shares-70.11%2025-09-302025-11-14 VLTO VERALTO CORP152 shares-7.88%2025-09-302025-11-14 CC CHEMOURS CO975 shares-4.51%2025-09-302025-11-14 MGNI MAGNITE INC703 shares0.00%2025-09-302025-11-14 CM CANADIAN IMPERIAL BANK OF CO185 sharesnew addition2025-09-302025-11-14 SO SOUTHERN CO150 sharesnew addition2025-09-302025-11-14 SNY SANOFI SA298 shares30.13%2025-09-302025-11-14 SN SHARKNINJA INC128 sharesnew addition2025-09-302025-11-14 SHEL SHELL PLC178 shares-77.81%2025-09-302025-11-14 OXY OCCIDENTAL PETE CORP250 shares-16.94%2025-09-302025-11-14 DNN DENISON MINES CORP3.6K sharesnew addition2025-09-302025-11-14 SOXX ISHARES TR36 sharesnew addition2025-09-302025-11-14 TEVA TEVA PHARMACEUTICAL INDS LTD480 shares0.00%2025-09-302025-11-14 RIOT RIOT PLATFORMS INC504 shares-1.75%2025-09-302025-11-14 RIO RIO TINTO PLC135 shares2.27%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP26 shares13.04%2025-09-302025-11-14 BHP BHP GROUP LTD155 shares0.00%2025-09-302025-11-14 MRNA MODERNA INC304 shares-37.83%2025-09-302025-11-14 MKL MARKEL GROUP INC4 shares-95.12%2025-09-302025-11-14 ENPH ENPHASE ENERGY INC207 shares-18.50%2025-09-302025-11-14 COP CONOCOPHILLIPS75 shares-82.92%2025-09-302025-11-14 VTS VITESSE ENERGY INC300 shares0.00%2025-09-302025-11-14 WBD WARNER BROS DISCOVERY INC343 shares-4.99%2025-09-302025-11-14 CLFD CLEARFIELD INC194 shares0.00%2025-09-302025-11-14 JHG JANUS HENDERSON GROUP PLC129 sharesnew addition2025-09-302025-11-14 PBD INVESCO EXCH TRADED FD TR II346 sharesnew addition2025-09-302025-11-14 ESAB ESAB CORPORATION46 shares-29.23%2025-09-302025-11-14 ADX ADAMS DIVERSIFIED EQUITY FD195 sharesnew addition2025-09-302025-11-14 BILL BILL HOLDINGS INC81 shares0.00%2025-09-302025-11-14 GXO GXO LOGISTICS INCORPORATED72 sharesnew addition2025-09-302025-11-14 CVE CENOVUS ENERGY INC201 sharesnew addition2025-09-302025-11-14 KVUE KENVUE INC184 sharesnew addition2025-09-302025-11-14 MSTR STRATEGY INC7 shares-99.95%2025-09-302025-11-14 TAK TAKEDA PHARMACEUTICAL CO LTD98 shares-44.94%2025-09-302025-11-14 ENOV ENOVIS CORPORATION46 shares53.33%2025-09-302025-11-14 UAA UNDER ARMOUR INC251 shares0.00%2025-09-302025-11-14 UA UNDER ARMOUR INC252 shares-20.00%2025-09-302025-11-14 EMBC EMBECTA CORP38 shares-95.91%2025-09-302025-11-14 TMUS T-MOBILE US INC2 shares0.00%2025-09-302025-11-14 CVE.WS CENOVUS ENERGY INC16 sharesnew addition2025-09-302025-11-14 LILAK LIBERTY LATIN AMERICA LTD4 sharesnew addition2025-09-302025-11-14 LILA LIBERTY LATIN AMERICA LTD1 sharesnew addition2025-09-302025-11-14 MBOT MICROBOT MED INC1 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available