Sponsored
The Analysis of Evelyn Partners Investment Management Services Ltd's Holdings & P&L
Currently, Evelyn Partners Investment Management Services Ltd holds 281 types of securities in its portfolio with a total value $850.0M. In the most recent quarter, they have increased their positions in N/A (+498.1K shares, valued at $96.8M), AJG (+27.0K shares, valued at $5.8M), MSFT (+11.1K shares, valued at $4.1M); decreased their positions in GS (-8.3K shares, valued at $7.0M), DIS (-72.4K shares, valued at $7.0M), CL (-79.8K shares, valued at $6.8M); initiated new positions in N/A (+498.1K shares, valued at $96.8M), AJG (+27.0K shares, valued at $5.8M), N/A (+41.6K shares, valued at $2.7M).
1M P&L
+5.2M+0.82%
3M P&L
-6.0M-0.93%
HY P&L
+10.0M+1.59%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Semiconductors55.7M
8.5%
2Software - Infrastructure53.8M
8.2%
3Credit Services49.1M
7.5%
Top Industries by Stock Count
1N/A33 stocks
14.3%
2Software - Application10 stocks
4.3%
3Drug Manufacturers - General7 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC41.6K sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INDIVIOR PHARMACEUTICALS INC INDIVIOR PHARMACEUTICALS INC2.7K sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares498.1K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
2.49%ALPHABET INC
Shares160.8K
Event2026-03-31
Filed2026-05-15
MSFT
10.43%MICROSOFT CORP
Shares117.8K
Event2026-03-31
Filed2026-05-15
AMZN
7.00%AMAZON COM INC
Shares193.2K
Event2026-03-31
Filed2026-05-15
V
-0.95%VISA INC
Shares96.3K
Event2026-03-31
Filed2026-05-15
NVDA
15.64%NVIDIA CORPORATION
Shares161.3K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
9.28%BERKSHIRE HATHAWAY INC DEL
Shares54.3K
Event2026-03-31
Filed2026-05-15
JNJ
5.32%JOHNSON & JOHNSON
Shares103.1K
Event2026-03-31
Filed2026-05-15
TSM
-19.29%TAIWAN SEMICONDUCTOR MANUFAC
Shares74.1K
Event2026-03-31
Filed2026-05-15
SYK
0.21%STRYKER CORPORATION
Shares70.2K
Event2026-03-31
Filed2026-05-15
CB
4.13%CHUBB LTD SWITZ
Shares70.3K
Event2026-03-31
Filed2026-05-15
META
13.54%META PLATFORMS INC
Shares34.1K
Event2026-03-31
Filed2026-05-15
BKNG
5.24%BOOKING HOLDINGS INC
Shares4.6K
Event2026-03-31
Filed2026-05-15
AAPL
16.61%APPLE INC
Shares64.7K
Event2026-03-31
Filed2026-05-15
GS
-33.19%GOLDMAN SACHS GROUP INC
Shares16.7K
Event2026-03-31
Filed2026-05-15
MCD
-15.62%MCDONALDS CORP
Shares43.9K
Event2026-03-31
Filed2026-05-15
MA
25.32%MASTERCARD INCORPORATED
Shares26.9K
Event2026-03-31
Filed2026-05-15
WPM
5.72%WHEATON PRECIOUS METALS CORP
Shares102.1K
Event2026-03-31
Filed2026-05-15
CRH PLC
8.06%CRH PLC
Shares120.7K
Event2026-03-31
Filed2026-05-15
ADP
-2.82%AUTOMATIC DATA PROCESSING IN
Shares58.4K
Event2026-03-31
Filed2026-05-15
ISRG
7.18%INTUITIVE SURGICAL INC
Shares23.9K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
0.76%ARISTA NETWORKS INC
Shares85.7K
Event2026-03-31
Filed2026-05-15
FNV
6.77%FRANCO NEV CORP
Shares42.5K
Event2026-03-31
Filed2026-05-15
JPM
39.17%JPMORGAN CHASE & CO
Shares32.8K
Event2026-03-31
Filed2026-05-15
CEF
2.34%SPROTT ASSET MANAGEMENT LP
Shares198.0K
Event2026-03-31
Filed2026-05-15
TMO
-38.26%THERMO FISHER SCIENTIFIC INC
Shares18.1K
Event2026-03-31
Filed2026-05-15
INTU
80.20%INTUIT
Shares20.0K
Event2026-03-31
Filed2026-05-15
LLY
19.34%ELI LILLY & CO
Shares8.9K
Event2026-03-31
Filed2026-05-15
DIS
-45.91%DISNEY WALT CO
Shares85.3K
Event2026-03-31
Filed2026-05-15
MDLZ
-10.56%MONDELEZ INTL INC
Shares136.9K
Event2026-03-31
Filed2026-05-15
KO
3.29%COCA COLA CO
Shares91.4K
Event2026-03-31
Filed2026-05-15
SPGI
1.58%S&P GLOBAL INC
Shares15.9K
Event2026-03-31
Filed2026-05-15
TJX
30.46%TJX COS INC NEW
Shares42.3K
Event2026-03-31
Filed2026-05-15
NDAQ
18.13%NASDAQ INC
Shares77.8K
Event2026-03-31
Filed2026-05-15
ZTS
-24.08%ZOETIS INC
Shares51.2K
Event2026-03-31
Filed2026-05-15
AJG
NewGALLAGHER ARTHUR J & CO
Shares27.0K
Event2026-03-31
Filed2026-05-15
LINDE PLC
-17.48%LINDE PLC
Shares11.8K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares10.0K
Event2026-03-31
Filed2026-05-15
APH
132.66%AMPHENOL CORP
Shares45.6K
Event2026-03-31
Filed2026-05-15
VT
-6.37%VANGUARD INTL EQUITY INDEX F
Shares39.6K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
-8.92%LAM RESEARCH CORP
Shares24.9K
Event2026-03-31
Filed2026-05-15
CME
2.63%CME GROUP INC
Shares17.9K
Event2026-03-31
Filed2026-05-15
WAT
-2.57%WATERS CORP
Shares16.7K
Event2026-03-31
Filed2026-05-15
AZO
-2.19%AUTOZONE INC
Shares1.5K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
80.17%BROADCOM INC
Shares15.6K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
-0.30%ACCENTURE PLC IRELAND
Shares24.1K
Event2026-03-31
Filed2026-05-15
IEX
0.19%IDEX CORP
Shares23.6K
Event2026-03-31
Filed2026-05-15
GDX
-2.63%VANECK ETF TRUST
Shares47.5K
Event2026-03-31
Filed2026-05-15
GLD
-20.50%SPDR GOLD TR
Shares9.8K
Event2026-03-31
Filed2026-05-15
MKC
0.00%MCCORMICK & CO INC
Shares74.4K
Event2026-03-31
Filed2026-05-15
DBMF
-5.56%LITMAN GREGORY FDS TR
Shares120.6K
Event2026-03-31
Filed2026-05-15
FERGUSON ENTERPRISES INC
-5.94%FERGUSON ENTERPRISES INC
Shares13.9K
Event2026-03-31
Filed2026-05-15
SW
-20.00%SMURFIT WESTROCK PLC
Shares79.7K
Event2026-03-31
Filed2026-05-15
AEM
-4.73%AGNICO EAGLE MINES LTD
Shares15.6K
Event2026-03-31
Filed2026-05-15
PG
-26.85%PROCTER & GAMBLE CO
Shares21.4K
Event2026-03-31
Filed2026-05-15
WMT
44.99%WALMART INC
Shares23.1K
Event2026-03-31
Filed2026-05-15
NEE
19.39%NEXTERA ENERGY INC
Shares30.4K
Event2026-03-31
Filed2026-05-15
NFLX
147.33%NETFLIX INC.
Shares29.1K
Event2026-03-31
Filed2026-05-15
SUNBELT RENTALS HOLDINGS INC
NewSUNBELT RENTALS HOLDINGS INC
Shares41.6K
Event2026-03-31
Filed2026-05-15
PLD
2.01%PROLOGIS INC.
Shares20.3K
Event2026-03-31
Filed2026-05-15
VDE
-3.03%VANGUARD WORLD FD
Shares15.4K
Event2026-03-31
Filed2026-05-15
GEHC
162.91%GE HEALTHCARE TECHNOLOGIES I
Shares36.8K
Event2026-03-31
Filed2026-05-15
NEM
-5.75%NEWMONT CORP
Shares24.1K
Event2026-03-31
Filed2026-05-15
VPL
-2.70%VANGUARD INTL EQUITY INDEX F
Shares26.0K
Event2026-03-31
Filed2026-05-15
BAC
-2.70%BANK AMERICA CORP
Shares49.3K
Event2026-03-31
Filed2026-05-15
AVEM
0.28%AMERICAN CENTY ETF TR
Shares29.3K
Event2026-03-31
Filed2026-05-15
PANW
31.47%PALO ALTO NETWORKS INC
Shares14.6K
Event2026-03-31
Filed2026-05-15
TOTALENERGIES SE
38.91%TOTALENERGIES SE
Shares24.6K
Event2026-03-31
Filed2026-05-15
ETFS GOLD TR
-17.88%ETFS GOLD TR
Shares50.9K
Event2026-03-31
Filed2026-05-15
NOC
-0.67%NORTHROP GRUMMAN CORP
Shares3.0K
Event2026-03-31
Filed2026-05-15
AMT
13.14%AMERICAN TOWER CORP
Shares11.0K
Event2026-03-31
Filed2026-05-15
XOM
0.00%EXXON MOBIL CORP
Shares10.8K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
105.07%GE AEROSPACE
Shares6.4K
Event2026-03-31
Filed2026-05-15
UNH
2.11%UNITEDHEALTH GROUP INC
Shares6.6K
Event2026-03-31
Filed2026-05-15
PEP
-78.64%PEPSICO INC
Shares11.0K
Event2026-03-31
Filed2026-05-15
URA
3.78%GLOBAL X FDS
Shares34.4K
Event2026-03-31
Filed2026-05-15
BARRICK MNG CORP
0.00%BARRICK MNG CORP
Shares38.0K
Event2026-03-31
Filed2026-05-15
ROP
-59.58%ROPER TECHNOLOGIES INC
Shares4.4K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
1.53%ALPHABET INC
Shares5.3K
Event2026-03-31
Filed2026-05-15
VO
10.92%VANGUARD INDEX FDS
Shares5.1K
Event2026-03-31
Filed2026-05-15
MKC.V
0.00%MCCORMICK & CO INC
Shares28.9K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
3.55%EATON CORP PLC
Shares3.8K
Event2026-03-31
Filed2026-05-15
RACE
105.58%FERRARI N V
Shares3.9K
Event2026-03-31
Filed2026-05-15
NOW
21.45%SERVICENOW INC
Shares12.5K
Event2026-03-31
Filed2026-05-15
CDNS
1.14%CADENCE DESIGN SYSTEM INC
Shares4.3K
Event2026-03-31
Filed2026-05-15
MAGNUM ICE CREAM CO NV
-35.73%MAGNUM ICE CREAM CO NV
Shares76.7K
Event2026-03-31
Filed2026-05-15
CQQQ
NewINVESCO EXCH TRADED FD TR II
Shares23.7K
Event2026-03-31
Filed2026-05-15
MU
0.00%MICRON TECHNOLOGY INC
Shares3.1K
Event2026-03-31
Filed2026-05-15
MSCI
1.22%MSCI INC
Shares1.9K
Event2026-03-31
Filed2026-05-15
PYPL
-54.17%PAYPAL HLDGS INC
Shares20.7K
Event2026-03-31
Filed2026-05-15
CL
-88.45%COLGATE PALMOLIVE CO
Shares10.4K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
6.58%BLACKROCK INC
Shares907
Event2026-03-31
Filed2026-05-15
SLB
-15.79%SLB LIMITED
Shares16.6K
Event2026-03-31
Filed2026-05-15
DE
-4.91%DEERE & CO
Shares1.5K
Event2026-03-31
Filed2026-05-15
COST
-18.46%COSTCO WHOLESALE CORPORATION
Shares813
Event2026-03-31
Filed2026-05-15
CANADIAN PACIFIC KANSAS CITY
-33.67%CANADIAN PACIFIC KANSAS CITY
Shares10.1K
Event2026-03-31
Filed2026-05-15
RY
0.00%ROYAL BK CDA
Shares4.6K
Event2026-03-31
Filed2026-05-15
JLL
-1.56%JONES LANG LASALLE INC
Shares2.2K
Event2026-03-31
Filed2026-05-15
TXN
-3.36%TEXAS INSTRS INC
Shares2.7K
Event2026-03-31
Filed2026-05-15
ABBV
0.00%ABBVIE INC
Shares2.4K
Event2026-03-31
Filed2026-05-15
SIVR
NewABRDN SILVER ETF TRUST
Shares7.2K
Event2026-03-31
Filed2026-05-15
BSX
357.43%BOSTON SCIENTIFIC CORP
Shares7.8K
Event2026-03-31
Filed2026-05-15
ADBE
-41.22%ADOBE INC
Shares2.0K
Event2026-03-31
Filed2026-05-15
UBS
0.00%UBS GROUP AG
Shares12.1K
Event2026-03-31
Filed2026-05-15
CSCO
-27.88%CISCO SYS INC
Shares4.9K
Event2026-03-31
Filed2026-05-15
BDX
-4.42%BECTON DICKINSON & CO
Shares2.4K
Event2026-03-31
Filed2026-05-15
ROK
6.00%ROCKWELL AUTOMATION INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
ICE
-0.93%INTERCONTINENTAL EXCHANGE IN
Shares2.4K
Event2026-03-31
Filed2026-05-15
AXON
18.57%AXON ENTERPRISE INC
Shares862
Event2026-03-31
Filed2026-05-15
RTX
0.00%RTX CORPORATION
Shares1.9K
Event2026-03-31
Filed2026-05-15
FAST
-17.63%FASTENAL CO
Shares7.6K
Event2026-03-31
Filed2026-05-15
FCX
2.02%FREEPORT MCMORAN INC
Shares5.8K
Event2026-03-31
Filed2026-05-15
IP
-7.96%INTERNATIONAL PAPER CO
Shares9.5K
Event2026-03-31
Filed2026-05-15
CRM
-13.14%SALESFORCE INC
Shares1.8K
Event2026-03-31
Filed2026-05-15
WM
44.53%WASTE MGMT INC DEL
Shares1.4K
Event2026-03-31
Filed2026-05-15
APD
0.00%AIR PRODUCTS AND CHEMICALS I
Shares1.1K
Event2026-03-31
Filed2026-05-15
HD
4.24%HOME DEPOT INC
Shares958
Event2026-03-31
Filed2026-05-15
VGK
0.00%VANGUARD INTL EQUITY INDEX F
Shares3.8K
Event2026-03-31
Filed2026-05-15
THOMSON REUTERS CORP
2.24%THOMSON REUTERS CORP
Shares3.2K
Event2026-03-31
Filed2026-05-15
VZ
-53.70%VERIZON COMMUNICATIONS INC
Shares5.4K
Event2026-03-31
Filed2026-05-15
ABT
-24.25%ABBOTT LABORATORIES
Shares2.6K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares448
Event2026-03-31
Filed2026-05-15
VUG
-15.73%VANGUARD INDEX FDS
Shares600
Event2026-03-31
Filed2026-05-15
PLTR
108.74%PALANTIR TECHNOLOGIES INC
Shares1.8K
Event2026-03-31
Filed2026-05-15
PM
-6.40%PHILIP MORRIS INTL INC
Shares1.5K
Event2026-03-31
Filed2026-05-15
CVX
0.00%CHEVRON CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-05-15
SPOT
NewSPOTIFY TECHNOLOGY S A
Shares512
Event2026-03-31
Filed2026-05-15
TSLA
-2.32%TESLA INC
Shares632
Event2026-03-31
Filed2026-05-15
SF
50.00%STIFEL FINL CORP
Shares3.1K
Event2026-03-31
Filed2026-05-15
WMB
33.75%WILLIAMS COS INC
Shares3.1K
Event2026-03-31
Filed2026-05-15
TMC
0.00%TMC THE METALS COMPANY INC
Shares47.0K
Event2026-03-31
Filed2026-05-15
DHR
44.99%DANAHER CORP DEL
Shares1.0K
Event2026-03-31
Filed2026-05-15
PFE
13.15%PFIZER INC
Shares6.9K
Event2026-03-31
Filed2026-05-15
HON
-55.96%HONEYWELL INTL INC
Shares798
Event2026-03-31
Filed2026-05-15
ADSK
87.80%AUTODESK INC
Shares708
Event2026-03-31
Filed2026-05-15
GEV
0.00%GE VERNOVA INC
Shares193
Event2026-03-31
Filed2026-05-15
AGI
0.00%ALAMOS GOLD INC
Shares3.6K
Event2026-03-31
Filed2026-05-15
MSI
NewMOTOROLA SOLUTIONS INC
Shares356
Event2026-03-31
Filed2026-05-15
NKE
-73.06%NIKE INC
Shares2.9K
Event2026-03-31
Filed2026-05-15
SCHW
0.00%SCHWAB CHARLES CORP
Shares1.6K
Event2026-03-31
Filed2026-05-15
UNP
-29.19%UNION PAC CORP
Shares609
Event2026-03-31
Filed2026-05-15
AMD
13.26%ADVANCED MICRO DEVICES INC
Shares675
Event2026-03-31
Filed2026-05-15
QCOM
0.00%QUALCOMM INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
LHX
-22.02%L3HARRIS TECHNOLOGIES INC
Shares386
Event2026-03-31
Filed2026-05-15
SHW
9.04%SHERWIN WILLIAMS CO
Shares386
Event2026-03-31
Filed2026-05-15
CLX
0.00%CLOROX CO DEL
Shares1.1K
Event2026-03-31
Filed2026-05-15
BA
14.20%BOEING CO
Shares563
Event2026-03-31
Filed2026-05-15
LMT
0.00%LOCKHEED MARTIN CORP
Shares172
Event2026-03-31
Filed2026-05-15
LOGI
0.00%LOGITECH INTL S A
Shares1.0K
Event2026-03-31
Filed2026-05-15
MMC
-46.28%MARSH & MCLENNAN COS INC
Shares520
Event2026-03-31
Filed2026-05-15
PODD
0.00%INSULET CORP
Shares425
Event2026-03-31
Filed2026-05-15
CCJ
0.00%CAMECO CORP
Shares800
Event2026-03-31
Filed2026-05-15
AMRZ
0.00%AMRIZE LTD
Shares1.5K
Event2026-03-31
Filed2026-05-15
INDIVIOR PHARMACEUTICALS INC
NewINDIVIOR PHARMACEUTICALS INC
Shares2.7K
Event2026-03-31
Filed2026-05-15
SUSA
0.00%ISHARES TR
Shares632
Event2026-03-31
Filed2026-05-15
KLAC
0.00%KLA CORP
Shares56
Event2026-03-31
Filed2026-05-15
VTV
0.00%VANGUARD INDEX FDS
Shares410
Event2026-03-31
Filed2026-05-15
OMC
0.00%OMNICOM GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-05-15
HACK
0.00%AMPLIFY ETF TR
Shares1.0K
Event2026-03-31
Filed2026-05-15
ASML
0.00%ASML HLDG NV
Shares59
Event2026-03-31
Filed2026-05-15
FSLR
0.00%FIRST SOLAR INC
Shares371
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
0.00%MERCK & CO INC
Shares608
Event2026-03-31
Filed2026-05-15
NXPI
-31.13%NXP SEMICONDUCTORS N V
Shares365
Event2026-03-31
Filed2026-05-15
CTVA
0.00%CORTEVA INC
Shares825
Event2026-03-31
Filed2026-05-15
ITA
0.00%ISHARES TR
Shares313
Event2026-03-31
Filed2026-05-15
COIN
-0.51%COINBASE GLOBAL INC
Shares391
Event2026-03-31
Filed2026-05-15
BMO
0.00%BANK MONTREAL MEDIUM
Shares500
Event2026-03-31
Filed2026-05-15
OTIS
0.00%OTIS WORLDWIDE CORP
Shares878
Event2026-03-31
Filed2026-05-15
ALC
30.33%ALCON AG
Shares868
Event2026-03-31
Filed2026-05-15
MKL
750.00%MARKEL GROUP INC
Shares34
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
99.26%CITIGROUP INC
Shares538
Event2026-03-31
Filed2026-05-15
CPA
0.00%COPA HOLDINGS SA
Shares528
Event2026-03-31
Filed2026-05-15
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC
Shares210
Event2026-03-31
Filed2026-05-15
PPTA
0.00%PERPETUA RESOURCES CORP
Shares2.0K
Event2026-03-31
Filed2026-05-15
VGT
0.00%VANGUARD WORLD FD
Shares78
Event2026-03-31
Filed2026-05-15
PCT
0.00%PURECYCLE TECHNOLOGIES INC
Shares10.4K
Event2026-03-31
Filed2026-05-15
WST
NewWEST PHARMACEUTICAL SVSC INC
Shares215
Event2026-03-31
Filed2026-05-15
ORCL
0.00%ORACLE CORP
Shares360
Event2026-03-31
Filed2026-05-15
VSGX
-13.12%VANGUARD WORLD FD
Shares682
Event2026-03-31
Filed2026-05-15
SLF
0.00%SUN LIFE FINANCIAL INC.
Shares776
Event2026-03-31
Filed2026-05-15
COF
0.00%CAPITAL ONE FINL CORP
Shares260
Event2026-03-31
Filed2026-05-15
URI
NewUNITED RENTALS INC
Shares65
Event2026-03-31
Filed2026-05-15
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares502
Event2026-03-31
Filed2026-05-15
PNC
0.00%PNC FINL SVCS GROUP INC
Shares220
Event2026-03-31
Filed2026-05-15
MCK
NewMCKESSON CORP
Shares52
Event2026-03-31
Filed2026-05-15
CAT
0.00%CATERPILLAR INC
Shares63
Event2026-03-31
Filed2026-05-15
BK
-20.54%BANK NEW YORK MELLON CORP
Shares356
Event2026-03-31
Filed2026-05-15
T
0.00%AT&T INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
STT
0.00%STATE STR CORP
Shares325
Event2026-03-31
Filed2026-05-15
APTIV PLC
108.70%APTIV PLC
Shares576
Event2026-03-31
Filed2026-05-15
PHM
NewPULTE GROUP INC
Shares313
Event2026-03-31
Filed2026-05-15
DXJ
0.00%WISDOMTREE TR
Shares232
Event2026-03-31
Filed2026-05-15
IDXX
0.00%IDEXX LABS INC
Shares65
Event2026-03-31
Filed2026-05-15
HEI.A
NewHEICO CORP NEW
Shares172
Event2026-03-31
Filed2026-05-15
JXN
0.00%JACKSON FINANCIAL INC
Shares337
Event2026-03-31
Filed2026-05-15
TTEK
NewTETRA TECH INC NEW
Shares1.2K
Event2026-03-31
Filed2026-05-15
EOG
0.00%EOG RES INC
Shares235
Event2026-03-31
Filed2026-05-15
KDP
0.00%KEURIG DR PEPPER INC
Shares1.3K
Event2026-03-31
Filed2026-05-15
KRBN
0.00%KRANESHARES TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-15
MS
0.00%MORGAN STANLEY
Shares185
Event2026-03-31
Filed2026-05-15
ARM
NewARM HOLDINGS PLC
Shares200
Event2026-03-31
Filed2026-05-15
VTRS
0.00%VIATRIS INC
Shares2.1K
Event2026-03-31
Filed2026-05-15
ETSY
0.00%ETSY INC
Shares568
Event2026-03-31
Filed2026-05-15
RYAAY
0.00%RYANAIR HOLDINGS PLC
Shares480
Event2026-03-31
Filed2026-05-15
AMAT
0.00%APPLIED MATLS INC
Shares78
Event2026-03-31
Filed2026-05-15
A
0.00%AGILENT TECHNOLOGIES INC
Shares233
Event2026-03-31
Filed2026-05-15
BRO
54.02%BROWN & BROWN INC
Shares402
Event2026-03-31
Filed2026-05-15
COPX
0.00%GLOBAL X FDS
Shares341
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares300
Event2026-03-31
Filed2026-05-15
HRI
0.00%HERC HLDGS INC
Shares255
Event2026-03-31
Filed2026-05-15
EL
0.00%LAUDER ESTEE COS INC
Shares351
Event2026-03-31
Filed2026-05-15
XLP
0.00%SELECT SECTOR SPDR TR
Shares300
Event2026-03-31
Filed2026-05-15
MAR
NewMARRIOTT INTL INC NEW
Shares75
Event2026-03-31
Filed2026-05-15
ETHO
0.00%AMPLIFY ETF TR
Shares360
Event2026-03-31
Filed2026-05-15
AWK
NewAMERICAN WTR WKS CO INC NEW
Shares174
Event2026-03-31
Filed2026-05-15
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares95
Event2026-03-31
Filed2026-05-15
ULTA
NewULTA BEAUTY INC
Shares42
Event2026-03-31
Filed2026-05-15
FANG
NewDIAMONDBACK ENERGY INC
Shares110
Event2026-03-31
Filed2026-05-15
TMUS
5050.00%T-MOBILE US INC
Shares103
Event2026-03-31
Filed2026-05-15
CEG
NewCONSTELLATION ENERGY CORP
Shares77
Event2026-03-31
Filed2026-05-15
CC
0.00%CHEMOURS CO
Shares975
Event2026-03-31
Filed2026-05-15
QCLN
0.00%FIRST TR EXCHANGE-TRADED FD
Shares458
Event2026-03-31
Filed2026-05-15
IBKR
0.00%INTERACTIVE BROKERS GROUP IN
Shares317
Event2026-03-31
Filed2026-05-15
MELI
NewMERCADOLIBRE INC
Shares12
Event2026-03-31
Filed2026-05-15
CPRT
87.42%COPART INC
Shares611
Event2026-03-31
Filed2026-05-15
VRSK
NewVERISK ANALYTICS INC
Shares105
Event2026-03-31
Filed2026-05-15
EMR
NewEMERSON ELEC CO
Shares149
Event2026-03-31
Filed2026-05-15
BABA
0.00%ALIBABA GROUP HLDG LTD
Shares150
Event2026-03-31
Filed2026-05-15
CM
0.00%CANADIAN IMPERIAL BANK OF CO
Shares185
Event2026-03-31
Filed2026-05-15
IHI
0.00%ISHARES TR
Shares320
Event2026-03-31
Filed2026-05-15
VMC
NewVULCAN MATLS CO
Shares62
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
-59.73%UNILEVER PLC
Shares296
Event2026-03-31
Filed2026-05-15
LULU
0.00%LULULEMON ATHLETICA INC
Shares110
Event2026-03-31
Filed2026-05-15
AXP
0.00%AMERICAN EXPRESS CO
Shares55
Event2026-03-31
Filed2026-05-15
SHEL
0.00%SHELL PLC
Shares178
Event2026-03-31
Filed2026-05-15
OXY
0.00%OCCIDENTAL PETE CORP
Shares250
Event2026-03-31
Filed2026-05-15
EW
NewEDWARDS LIFESCIENCES CORP
Shares199
Event2026-03-31
Filed2026-05-15
KHC
0.00%KRAFT HEINZ CO
Shares700
Event2026-03-31
Filed2026-05-15
MRNA
0.00%MODERNA INC
Shares304
Event2026-03-31
Filed2026-05-15
ARES
NewARES MANAGEMENT CORPORATION
Shares135
Event2026-03-31
Filed2026-05-15
TEVA
0.00%TEVA PHARMACEUTICAL INDS LTD
Shares480
Event2026-03-31
Filed2026-05-15
SBUX
0.00%STARBUCKS CORP
Shares157
Event2026-03-31
Filed2026-05-15
SAP
0.00%SAP SE
Shares76
Event2026-03-31
Filed2026-05-15
IBN
NewICICI BANK LIMITED
Shares498
Event2026-03-31
Filed2026-05-15
DNN
0.00%DENISON MINES CORP
Shares3.6K
Event2026-03-31
Filed2026-05-15
RIO
0.00%RIO TINTO PLC
Shares135
Event2026-03-31
Filed2026-05-15
SNY
-14.77%SANOFI SA
Shares254
Event2026-03-31
Filed2026-05-15
SN
-10.94%SHARKNINJA INC
Shares114
Event2026-03-31
Filed2026-05-15
SOXX
0.00%ISHARES TR
Shares36
Event2026-03-31
Filed2026-05-15
DB
-72.70%DEUTSCHE BK AG
Shares391
Event2026-03-31
Filed2026-05-15
BHP
0.00%BHP BILLITON LIMITED
Shares155
Event2026-03-31
Filed2026-05-15
ANGLOGOLD ASHANTI PLC
0.00%ANGLOGOLD ASHANTI PLC
Shares114
Event2026-03-31
Filed2026-05-15
EWG
-99.12%ISHARES INC
Shares259
Event2026-03-31
Filed2026-05-15
WBD
0.00%WARNER BROS DISCOVERY INC
Shares343
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares26
Event2026-03-31
Filed2026-05-15
MGNI
0.00%MAGNITE INC
Shares703
Event2026-03-31
Filed2026-05-15
ENPH
0.00%ENPHASE ENERGY INC
Shares207
Event2026-03-31
Filed2026-05-15
VLTO
0.00%VERALTO CORP
Shares82
Event2026-03-31
Filed2026-05-15
COP
-33.33%CONOCOPHILLIPS
Shares50
Event2026-03-31
Filed2026-05-15
RIOT
0.00%RIOT PLATFORMS INC
Shares504
Event2026-03-31
Filed2026-05-15
PBD
0.00%INVESCO EXCH TRADED FD TR II
Shares346
Event2026-03-31
Filed2026-05-15
GIS
0.00%GENERAL MILLS INC
Shares152
Event2026-03-31
Filed2026-05-15
VTS
0.00%VITESSE ENERGY INC
Shares300
Event2026-03-31
Filed2026-05-15
CVE
0.00%CENOVUS ENERGY INC
Shares201
Event2026-03-31
Filed2026-05-15
CLFD
0.00%CLEARFIELD INC
Shares194
Event2026-03-31
Filed2026-05-15
ESAB
0.00%ESAB CORPORATION
Shares46
Event2026-03-31
Filed2026-05-15
SOLSTICE ADVANCED MATLS INC
-84.25%SOLSTICE ADVANCED MATLS INC
Shares57
Event2026-03-31
Filed2026-05-15
JHG
0.00%JANUS HENDERSON GROUP PLC
Shares76
Event2026-03-31
Filed2026-05-15
GXO
0.00%GXO LOGISTICS INCORPORATED
Shares72
Event2026-03-31
Filed2026-05-15
BE
NewBLOOM ENERGY CORP
Shares25
Event2026-03-31
Filed2026-05-15
KVUE
0.00%KENVUE INC
Shares184
Event2026-03-31
Filed2026-05-15
BILL HOLDINGS INC
0.00%BILL HOLDINGS INC
Shares81
Event2026-03-31
Filed2026-05-15
TE
NewT1 ENERGY INC
Shares429
Event2026-03-31
Filed2026-05-15
TAK
0.00%TAKEDA PHARMACEUTICAL CO LTD
Shares98
Event2026-03-31
Filed2026-05-15
UAA
0.00%UNDER ARMOUR INC
Shares251
Event2026-03-31
Filed2026-05-15
UA
0.00%UNDER ARMOUR INC
Shares252
Event2026-03-31
Filed2026-05-15
AXL
NewDAUCH CORP
Shares151
Event2026-03-31
Filed2026-05-15
LILAK
0.00%LIBERTY LATIN AMERICA LTD
Shares4
Event2026-03-31
Filed2026-05-15
LILA
0.00%LIBERTY LATIN AMERICA LTD
Shares1
Event2026-03-31
Filed2026-05-15
MBOT
0.00%MICROBOT MED INC
Shares1
Event2026-03-31
Filed2026-05-15
OPTT
0.00%OCEAN PWR TECHNOLOGIES INC
Shares2
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available