Evelyn Partners Investment Management Services Ltd
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2065205
Institutional-grade research for retail investors
13F Reported Value
ⓘ$850.0M
Holdings
281
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Evelyn Partners Investment Management Services Ltd disclosed 281 positions worth $850.0M in its Form 13F-HR for Q1 2026, led by $AZN (ASTRAZENECA PLC) at 11.4% of the equity portfolio, followed by $GOOG and $MSFT. During the quarter the fund opened 27 new positions and exited 7 — including a new stake in $AJG. The portfolio is most concentrated in Technology (29.8% of disclosed assets). All figures are sourced directly from Evelyn Partners Investment Management Services Ltd’s Form 13F-HR filing with the SEC under CIK 2065205.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyHealthcareFinancialsConsumer DiscretionaryMaterialsIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$96.8M498,147 sh - 80.2#45
Quality
$46.3M160,848 sh - 83.7#15
Quality
$43.6M117,766 sh - 74.6
Quality
$40.2M193,160 sh - 83.5
Quality
$29.1M96,281 sh - 90.2
Quality
$28.1M161,309 sh - 64.5
Quality
$26.0M54,266 sh - 72.8
Quality
$25.2M103,098 sh - $25.0M74,109 sh
- 69.8
Quality
$23.1M70,182 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ASTRAZENECA PLC$AZN | — | $96.8M | 498,147 |
 Alphabet Inc.$GOOG | 80.2#45 | $46.3M | 160,848 |
 MICROSOFT CORP$MSFT | 83.7#15 | $43.6M | 117,766 |
 AMAZON COM INC$AMZN | 74.6 | $40.2M | 193,160 |
 VISA INC.$V | 83.5 | $29.1M | 96,281 |
 NVIDIA CORP$NVDA | 90.2 | $28.1M | 161,309 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $26.0M | 54,266 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $25.2M | 103,098 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $25.0M | 74,109 |
 STRYKER CORP$SYK | 69.8 | $23.1M | 70,182 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evelyn Partners Investment Management Services Ltd's 281 positions.
Showing top 10 of 281 holdings.
Sector Allocation
Technology
$253.1M
Healthcare
$177.1M
Financials
$164.1M
Consumer Discretionary
$93.1M
Materials
$54.8M
Industrials
$29.1M
Consumer Staples
$27.3M
Other
$25.3M
Full Holdings — Evelyn Partners Investment Management Services Ltd (Q1 2026)
All 281 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AZN | ASTRAZENECA PLC | $96.8M | 11.4% | NEW | — |
| 2 | $GOOG | Alphabet Inc. | $46.3M | 5.4% | +2% | 80.2 |
| 3 | $MSFT | MICROSOFT CORP | $43.6M | 5.1% | +10% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $40.2M | 4.7% | +7% | 74.6 |
| 5 | $V | VISA INC. | $29.1M | 3.4% | -1% | 83.5 |
| 6 | $NVDA | NVIDIA CORP | $28.1M | 3.3% | +16% | 90.2 |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $26.0M | 3.1% | +9% | 64.5 |
| 8 | $JNJ | JOHNSON & JOHNSON | $25.2M | 3.0% | +5% | 72.8 |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $25.0M | 3.0% | -19% | — |
| 10 | $SYK | STRYKER CORP | $23.1M | 2.7% | +0% | 69.8 |
| 11 |  $CB | Chubb Ltd | $22.9M | 2.7% | +4% | — |
| 12 |  $META | Meta Platforms, Inc. | $19.5M | 2.3% | +14% | 80.9 |
| 13 |  $BKNG | Booking Holdings Inc. | $19.4M | 2.3% | +5% | 55.3 |
| 14 |  $AAPL | Apple Inc. | $16.4M | 1.9% | +17% | 76.1 |
| 15 |  $GS | GOLDMAN SACHS GROUP INC | $14.1M | 1.7% | -33% | — |
| 16 |  $MCD | MCDONALDS CORP | $13.6M | 1.6% | -16% | 73.9 |
| 17 |  $MA | Mastercard Inc | $13.4M | 1.6% | +25% | 81.7 |
| 18 |  $WPM | Wheaton Precious Metals Corp. | $13.4M | 1.6% | +6% | — |
| 19 |  $CRH | CRH PUBLIC LTD CO | $12.7M | 1.5% | +8% | — |
| 20 |  $ADP | AUTOMATIC DATA PROCESSING INC | $11.9M | 1.4% | -3% | 77.9 |
| 21 |  $ISRG | INTUITIVE SURGICAL INC | $11.0M | 1.3% | +7% | 81.4 |
| 22 |  $ANET | Arista Networks, Inc. | $10.5M | 1.2% | +1% | 86 |
| 23 |  $FNV | FRANCO NEVADA Corp | $10.5M | 1.2% | +7% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $9.6M | 1.1% | +39% | 35.6 |
| 25 |  $CEF | Sprott Physical Gold & Silver Trust | $9.4M | 1.1% | +2% | — |
| 26 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $8.9M | 1.0% | -38% | 63.7 |
| 27 |  $INTU | INTUIT INC. | $8.7M | 1.0% | +80% | 82 |
| 28 |  $LLY | ELI LILLY & Co | $8.2M | 1.0% | +19% | 89.3 |
| 29 |  $DIS | Walt Disney Co | $8.2M | 1.0% | -46% | 68.9 |
| 30 |  $MDLZ | Mondelez International, Inc. | $7.9M | 0.9% | -11% | 53.9 |
| 31 |  $KO | COCA COLA CO | $7.0M | 0.8% | +3% | 74 |
| 32 |  $SPGI | S&P Global Inc. | $6.8M | 0.8% | +2% | 79.4 |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $6.8M | 0.8% | +30% | 70.7 |
| 34 |  $NDAQ | NASDAQ, INC. | $6.6M | 0.8% | +18% | 78.5 |
| 35 |  $ZTS | Zoetis Inc. | $6.0M | 0.7% | -24% | 72.6 |
| 36 |  $AJG | Arthur J. Gallagher & Co. | $5.8M | 0.7% | NEW | 72.1 |
| 37 |  $LIN | LINDE PLC | $5.8M | 0.7% | -17% | — |
| 38 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.8M | 0.7% | +0% | — |
| 39 |  $APH | AMPHENOL CORP /DE/ | $5.8M | 0.7% | +133% | 80.5 |
| 40 |  $DOV | DOVER Corp | $5.5M | 0.6% | -6% | 63.1 |
| 41 |  $LRCX | LAM RESEARCH CORP | $5.3M | 0.6% | -9% | 82.4 |
| 42 |  $CME | CME GROUP INC. | $5.3M | 0.6% | +3% | 74.5 |
| 43 |  $WAT | WATERS CORP /DE/ | $5.0M | 0.6% | -3% | 69.9 |
| 44 |  $AZO | AUTOZONE INC | $5.0M | 0.6% | -2% | 66.5 |
| 45 |  $AVGO | Broadcom Inc. | $4.8M | 0.6% | +80% | 86.4 |
| 46 |  $ACN | Accenture plc | $4.8M | 0.6% | -0% | — |
| 47 |  $IEX | IDEX CORP /DE/ | $4.5M | 0.5% | +0% | 60.6 |
| 48 | — | VANECK ETF TRUST | $4.4M | 0.5% | -3% | — |
| 49 |  $GLD | SPDR GOLD TRUST | $4.2M | 0.5% | -21% | — |
| 50 |  $MKC | MCCORMICK & CO INC | $3.8M | 0.4% | +0% | 73.7 |
| 51 | — | LITMAN GREGORY FDS TR | $3.6M | 0.4% | -6% | — |
| 52 |  $FERG | Ferguson Enterprises Inc. /DE/ | $3.2M | 0.4% | -6% | 58.9 |
| 53 |  $SW | Smurfit Westrock plc | $3.2M | 0.4% | -20% | — |
| 54 |  $AEM | AGNICO EAGLE MINES LTD | $3.2M | 0.4% | -5% | — |
| 55 |  $PG | PROCTER & GAMBLE Co | $3.1M | 0.4% | -27% | 72.9 |
| 56 |  $WMT | Walmart Inc. | $2.9M | 0.3% | +45% | 63.2 |
| 57 |  $NEE | NEXTERA ENERGY INC | $2.8M | 0.3% | +19% | 71.7 |
| 58 |  $NFLX | NETFLIX INC | $2.8M | 0.3% | +147% | 86.7 |
| 59 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $2.7M | 0.3% | NEW | — |
| 60 |  $PLD | Prologis, Inc. | $2.7M | 0.3% | +2% | 67.5 |
| 61 | — | VANGUARD WORLD FD | $2.7M | 0.3% | -3% | — |
| 62 |  $GEHC | GE HealthCare Technologies Inc. | $2.6M | 0.3% | +163% | 58.2 |
| 63 |  $NEM | NEWMONT Corp /DE/ | $2.6M | 0.3% | -6% | 88.3 |
| 64 | — | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.3% | -3% | — |
| 65 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.3% | -3% | 68.4 |
| 66 | — | AMERICAN CENTY ETF TR | $2.4M | 0.3% | +0% | — |
| 67 |  $PANW | Palo Alto Networks Inc | $2.3M | 0.3% | +31% | 66.5 |
| 68 |  $TTE | TotalEnergies SE | $2.3M | 0.3% | +39% | — |
| 69 |  $SGOL | abrdn Gold ETF Trust | $2.3M | 0.3% | -18% | — |
| 70 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.0M | 0.2% | -1% | 60.5 |
| 71 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.9M | 0.2% | +13% | 69.8 |
| 72 |  $XOM | EXXON MOBIL CORP | $1.8M | 0.2% | +0% | 61.8 |
| 73 |  $GE | GENERAL ELECTRIC CO | $1.8M | 0.2% | +105% | 74.8 |
| 74 |  $UNH | UNITEDHEALTH GROUP INC | $1.8M | 0.2% | +2% | 66.8 |
| 75 |  $PEP | PEPSICO INC | $1.7M | 0.2% | -79% | 62.7 |
| 76 |  $YMM | Full Truck Alliance Co. Ltd. | $1.7M | 0.2% | +4% | — |
| 77 |  $B | BARRICK MINING CORP | $1.5M | 0.2% | +0% | — |
| 78 |  $ROP | ROPER TECHNOLOGIES INC | $1.5M | 0.2% | -60% | 72.2 |
| 79 |  $GOOGL | Alphabet Inc. | $1.5M | 0.2% | +2% | 80.2 |
| 80 | — | VANGUARD INDEX FDS | $1.5M | 0.2% | +11% | — |
| 81 | $MKC | MCCORMICK & CO INC | $1.5M | 0.2% | +0% | 73.7 |
| 82 |  $ETN | Eaton Corp plc | $1.4M | 0.2% | +4% | — |
| 83 |  $RACE | Ferrari N.V. | $1.3M | 0.2% | +106% | — |
| 84 |  $NOW | ServiceNow, Inc. | $1.3M | 0.1% | +21% | 76 |
| 85 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1.2M | 0.1% | +1% | 74.4 |
| 86 |  $MICC | Magnum Ice Cream Co N.V. | $1.1M | 0.1% | -36% | — |
| 87 | — | INVESCO EXCH TRADED FD TR II | $1.1M | 0.1% | +6752% | — |
| 88 |  $MU | MICRON TECHNOLOGY INC | $1.0M | 0.1% | +0% | 88.4 |
| 89 |  $MSCI | MSCI Inc. | $1.0M | 0.1% | +1% | 77.6 |
| 90 |  $PYPL | PayPal Holdings, Inc. | $936,759 | 0.1% | -54% | 70.5 |
| 91 |  $CL | COLGATE PALMOLIVE CO | $887,926 | 0.1% | -88% | 72.4 |
| 92 |  $BLK | BlackRock, Inc. | $872,271 | 0.1% | +7% | 70.3 |
| 93 |  $SLB | SLB LIMITED/NV | $853,434 | 0.1% | -16% | 63.2 |
| 94 |  $DE | DEERE & CO | $817,348 | 0.1% | -5% | 57.4 |
| 95 |  $COST | COSTCO WHOLESALE CORP /NEW | $810,098 | 0.1% | -18% | 67 |
| 96 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $793,417 | 0.1% | -34% | — |
| 97 |  $RY | ROYAL BANK OF CANADA | $739,799 | 0.1% | +0% | — |
| 98 |  $JLL | JONES LANG LASALLE INC | $674,069 | 0.1% | -2% | 59.8 |
| 99 |  $TXN | TEXAS INSTRUMENTS INC | $530,779 | 0.1% | -3% | 70.4 |
| 100 |  $ABBV | AbbVie Inc. | $524,151 | 0.1% | +0% | 59.3 |
| 101 |  $SIVR | abrdn Silver ETF Trust | $514,375 | 0.1% | NEW | — |
| 102 |  $BSX | BOSTON SCIENTIFIC CORP | $492,274 | 0.1% | +357% | 79.9 |
| 103 |  $ADBE | ADOBE INC. | $481,055 | 0.1% | -41% | 80.4 |
| 104 |  $UBS | UBS Group AG | $473,280 | 0.1% | +0% | — |
| 105 |  $CSCO | CISCO SYSTEMS, INC. | $382,364 | 0.0% | -28% | 72.3 |
| 106 |  $BDX | BECTON DICKINSON & CO | $380,968 | 0.0% | -4% | 50.7 |
| 107 |  $ROK | ROCKWELL AUTOMATION, INC | $380,413 | 0.0% | +6% | 68.2 |
| 108 |  $ICE | Intercontinental Exchange, Inc. | $370,394 | 0.0% | -1% | 73.8 |
| 109 |  $AXON | AXON ENTERPRISE, INC. | $366,083 | 0.0% | +19% | 55.6 |
| 110 |  $RTX | RTX Corp | $361,302 | 0.0% | +0% | 70 |
| 111 |  $FAST | FASTENAL CO | $351,155 | 0.0% | -18% | 73.5 |
| 112 |  $FCX | FREEPORT-MCMORAN INC | $341,159 | 0.0% | +2% | 73.1 |
| 113 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $339,721 | 0.0% | -8% | 52.1 |
| 114 |  $CRM | Salesforce, Inc. | $328,166 | 0.0% | -13% | 75.2 |
| 115 |  $WM | WASTE MANAGEMENT INC | $328,140 | 0.0% | +45% | 70.7 |
| 116 |  $APD | Air Products & Chemicals, Inc. | $318,087 | 0.0% | +0% | 41.2 |
| 117 |  $HD | HOME DEPOT, INC. | $315,077 | 0.0% | +4% | 69.2 |
| 118 | — | VANGUARD INTL EQUITY INDEX F | $314,306 | 0.0% | +0% | — |
| 119 |  $TRI | THOMSON REUTERS CORP /CAN/ | $287,268 | 0.0% | +2% | — |
| 120 |  $VZ | VERIZON COMMUNICATIONS INC | $271,030 | 0.0% | -54% | 71.6 |
| 121 |  $ABT | ABBOTT LABORATORIES | $268,071 | 0.0% | -24% | 67 |
| 122 | — | VANGUARD INDEX FDS | $267,702 | 0.0% | +0% | — |
| 123 | — | VANGUARD INDEX FDS | $262,074 | 0.0% | -16% | — |
| 124 |  $PLTR | Palantir Technologies Inc. | $261,987 | 0.0% | +109% | 85.8 |
| 125 |  $PM | Philip Morris International Inc. | $253,797 | 0.0% | -6% | 80.5 |
| 126 |  $CVX | CHEVRON CORP | $248,280 | 0.0% | +0% | 54.7 |
| 127 |  $SPOT | Spotify Technology S.A. | $248,274 | 0.0% | NEW | — |
| 128 |  $TSLA | Tesla, Inc. | $234,946 | 0.0% | -2% | 50.1 |
| 129 |  $SF | STIFEL FINANCIAL CORP | $230,630 | 0.0% | +50% | 69.6 |
| 130 |  $WMB | WILLIAMS COMPANIES, INC. | $225,254 | 0.0% | +34% | 72.8 |
| 131 |  $TMC | TMC the metals Co Inc. | $219,588 | 0.0% | +0% | — |
| 132 |  $DHR | DANAHER CORP /DE/ | $197,374 | 0.0% | +45% | 63.9 |
| 133 |  $PFE | PFIZER INC | $193,249 | 0.0% | +13% | 69 |
| 134 |  $HON | HONEYWELL INTERNATIONAL INC | $180,372 | 0.0% | -56% | 65.7 |
| 135 |  $ADSK | Autodesk, Inc. | $169,495 | 0.0% | +88% | 76.4 |
| 136 |  $GEV | GE Vernova Inc. | $168,470 | 0.0% | +0% | 70.1 |
| 137 |  $AGI | ALAMOS GOLD INC | $161,130 | 0.0% | +0% | — |
| 138 |  $MSI | Motorola Solutions, Inc. | $154,493 | 0.0% | NEW | 73.8 |
| 139 |  $NKE | NIKE, Inc. | $153,970 | 0.0% | -73% | 53.4 |
| 140 |  $SCHW | SCHWAB CHARLES CORP | $148,488 | 0.0% | +0% | 77.2 |
| 141 |  $UNP | UNION PACIFIC CORP | $147,756 | 0.0% | -29% | 74 |
| 142 |  $AMD | ADVANCED MICRO DEVICES INC | $137,315 | 0.0% | +13% | 78.8 |
| 143 |  $QCOM | QUALCOMM INC/DE | $136,764 | 0.0% | +0% | 81.9 |
| 144 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $133,228 | 0.0% | -22% | 66.5 |
| 145 |  $SHW | SHERWIN WILLIAMS CO | $123,732 | 0.0% | +9% | 65.3 |
| 146 |  $CLX | CLOROX CO /DE/ | $117,620 | 0.0% | +0% | 63.5 |
| 147 |  $BA | BOEING CO | $112,054 | 0.0% | +14% | 51.8 |
| 148 |  $LMT | LOCKHEED MARTIN CORP | $103,955 | 0.0% | +0% | 65 |
| 149 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $90,515 | 0.0% | +0% | — |
| 150 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $90,194 | 0.0% | -46% | 71.5 |
| 151 |  $PODD | INSULET CORP | $89,182 | 0.0% | +0% | 70.4 |
| 152 |  $CCJ | CAMECO CORP | $86,968 | 0.0% | +0% | — |
| 153 |  $AMRZ | Amrize Ltd | $84,030 | 0.0% | +0% | — |
| 154 |  $INDV | Indivior Pharmaceuticals, Inc. | $83,668 | 0.0% | +0% | 64.6 |
| 155 | — | ISHARES TR | $83,487 | 0.0% | +0% | — |
| 156 |  $KLAC | KLA CORP | $82,455 | 0.0% | +0% | 84.4 |
| 157 | — | VANGUARD INDEX FDS | $80,442 | 0.0% | +0% | — |
| 158 |  $OMC | OMNICOM GROUP INC. | $78,473 | 0.0% | +0% | 60.5 |
| 159 | — | AMPLIFY ETF TR | $78,319 | 0.0% | +0% | — |
| 160 |  $ASML | ASML HOLDING NV | $77,929 | 0.0% | +0% | — |
| 161 |  $FSLR | FIRST SOLAR, INC. | $73,183 | 0.0% | +0% | 73.8 |
| 162 |  $MRK | Merck & Co., Inc. | $73,136 | 0.0% | +0% | 70.9 |
| 163 |  $NXPI | NXP Semiconductors N.V. | $71,854 | 0.0% | -31% | — |
| 164 |  $CTVA | Corteva, Inc. | $69,061 | 0.0% | +0% | 48.4 |
| 165 | — | ISHARES TR | $68,469 | 0.0% | +0% | — |
| 166 |  $COIN | Coinbase Global, Inc. | $68,273 | 0.0% | -1% | 68 |
| 167 |  $BMO | BANK OF MONTREAL /CAN/ | $67,699 | 0.0% | +0% | — |
| 168 |  $OTIS | Otis Worldwide Corp | $67,676 | 0.0% | +0% | 60.3 |
| 169 |  $ALC | ALCON INC | $65,434 | 0.0% | +30% | — |
| 170 |  $MKL | MARKEL GROUP INC. | $65,078 | 0.0% | +750% | 68.2 |
| 171 |  $C | CITIGROUP INC | $61,015 | 0.0% | +99% | 54.8 |
| 172 |  $CPA | Copa Holdings, S.A. | $59,986 | 0.0% | +0% | — |
| 173 |  $KEYS | Keysight Technologies, Inc. | $59,298 | 0.0% | +0% | 72.3 |
| 174 |  $PPTA | PERPETUA RESOURCES CORP. | $56,654 | 0.0% | +0% | — |
| 175 | — | VANGUARD WORLD FD | $54,422 | 0.0% | +0% | — |
| 176 |  $PCT | PureCycle Technologies, Inc. | $54,142 | 0.0% | +0% | 26.6 |
| 177 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $53,888 | 0.0% | NEW | 66.8 |
| 178 |  $ORCL | ORACLE CORP | $52,960 | 0.0% | +0% | 67.2 |
| 179 | — | VANGUARD WORLD FD | $48,920 | 0.0% | -13% | — |
| 180 |  $SLF | SUN LIFE FINANCIAL INC | $48,598 | 0.0% | +0% | — |
| 181 |  $COF | CAPITAL ONE FINANCIAL CORP | $47,432 | 0.0% | +0% | 71 |
| 182 |  $URI | UNITED RENTALS, INC. | $47,356 | 0.0% | NEW | 70.7 |
| 183 |  $ORLY | O REILLY AUTOMOTIVE INC | $46,340 | 0.0% | +0% | 72.7 |
| 184 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $45,780 | 0.0% | +0% | 70.9 |
| 185 |  $MCK | MCKESSON CORP | $44,999 | 0.0% | NEW | 63.7 |
| 186 |  $CAT | CATERPILLAR INC | $44,633 | 0.0% | +0% | 67.8 |
| 187 |  $__PARK_1390777 | Bank of New York Mellon Corp | $42,232 | 0.0% | -21% | 36.7 |
| 188 |  $T | AT&T INC. | $41,224 | 0.0% | +0% | 71.9 |
| 189 |  $STT | STATE STREET CORP | $41,132 | 0.0% | +0% | 61.5 |
| 190 |  $APTV | Aptiv PLC | $39,989 | 0.0% | +109% | — |
| 191 |  $PHM | PULTEGROUP INC/MI/ | $36,812 | 0.0% | NEW | 65.1 |
| 192 |  $WT | WisdomTree, Inc. | $36,791 | 0.0% | +0% | 62.9 |
| 193 |  $IDXX | IDEXX LABORATORIES INC /DE | $36,523 | 0.0% | +0% | 73.6 |
| 194 |  $HEI.A | HEICO CORP | $36,307 | 0.0% | NEW | 79.2 |
| 195 |  $JXN | Jackson Financial Inc. | $35,628 | 0.0% | +0% | 67.5 |
| 196 |  $TTEK | TETRA TECH INC | $34,789 | 0.0% | NEW | 63 |
| 197 |  $EOG | EOG RESOURCES INC | $33,974 | 0.0% | +0% | 71.1 |
| 198 |  $KDP | Keurig Dr Pepper Inc. | $33,492 | 0.0% | +0% | 63.1 |
| 199 | — | KRANESHARES TRUST | $32,748 | 0.0% | +0% | — |
| 200 |  $MS | MORGAN STANLEY | $30,445 | 0.0% | +0% | — |
| 201 |  $ARM | ARM HOLDINGS PLC /UK | $30,256 | 0.0% | NEW | — |
| 202 |  $VTRS | Viatris Inc | $28,979 | 0.0% | +0% | 47.1 |
| 203 |  $ETSY | ETSY INC | $28,389 | 0.0% | +0% | 50.4 |
| 204 |  $RYAAY | RYANAIR HOLDINGS PLC | $27,744 | 0.0% | +0% | — |
| 205 |  $AMAT | APPLIED MATERIALS INC /DE | $26,660 | 0.0% | +0% | 74.8 |
| 206 |  $A | AGILENT TECHNOLOGIES, INC. | $26,557 | 0.0% | +0% | 64.6 |
| 207 |  $BRO | BROWN & BROWN, INC. | $26,214 | 0.0% | +54% | 75.1 |
| 208 | — | GLOBAL X FDS | $26,035 | 0.0% | +0% | — |
| 209 |  $MDT | Medtronic plc | $25,995 | 0.0% | +0% | — |
| 210 |  $HRI | HERC HOLDINGS INC | $25,385 | 0.0% | +0% | 56.7 |
| 211 |  $EL | ESTEE LAUDER COMPANIES INC | $25,191 | 0.0% | +0% | 52.5 |
| 212 | — | SELECT SECTOR SPDR TR | $24,594 | 0.0% | +0% | — |
| 213 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $24,530 | 0.0% | NEW | 65.9 |
| 214 | — | AMPLIFY ETF TR | $23,788 | 0.0% | +0% | — |
| 215 |  $AWK | American Water Works Company, Inc. | $23,680 | 0.0% | NEW | 61.7 |
| 216 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $23,027 | 0.0% | +0% | 66.7 |
| 217 |  $ULTA | Ulta Beauty, Inc. | $21,954 | 0.0% | NEW | 66.6 |
| 218 |  $FANG | Diamondback Energy, Inc. | $21,757 | 0.0% | NEW | 81.4 |
| 219 |  $TMUS | T-Mobile US, Inc. | $21,580 | 0.0% | +5050% | 72.7 |
| 220 |  $CEG | Constellation Energy Corp | $21,502 | 0.0% | NEW | 62.5 |
| 221 |  $CC | Chemours Co | $21,479 | 0.0% | +0% | 36.5 |
| 222 | — | FIRST TR EXCHANGE-TRADED FD | $21,283 | 0.0% | +0% | — |
| 223 |  $IBKR | Interactive Brokers Group, Inc. | $21,261 | 0.0% | +0% | 75.5 |
| 224 |  $MELI | MERCADOLIBRE INC | $20,748 | 0.0% | NEW | 77.5 |
| 225 |  $CPRT | COPART INC | $20,285 | 0.0% | +87% | 74.9 |
| 226 |  $VRSK | Verisk Analytics, Inc. | $19,924 | 0.0% | NEW | 77.3 |
| 227 |  $EMR | EMERSON ELECTRIC CO | $19,522 | 0.0% | NEW | 65.9 |
| 228 |  $BABA | Alibaba Group Holding Ltd | $18,819 | 0.0% | +0% | — |
| 229 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $17,526 | 0.0% | +0% | — |
| 230 | — | ISHARES TR | $17,072 | 0.0% | +0% | — |
| 231 |  $VMC | Vulcan Materials CO | $16,883 | 0.0% | NEW | 66.6 |
| 232 |  $UL | UNILEVER PLC | $16,863 | 0.0% | -60% | — |
| 233 |  $LULU | lululemon athletica inc. | $16,841 | 0.0% | +0% | 62.9 |
| 234 |  $AXP | AMERICAN EXPRESS CO | $16,636 | 0.0% | +0% | 73.2 |
| 235 |  $SHEL | Shell plc | $16,554 | 0.0% | +0% | — |
| 236 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $16,250 | 0.0% | +0% | 66.3 |
| 237 |  $EW | Edwards Lifesciences Corp | $15,936 | 0.0% | NEW | 67.6 |
| 238 |  $KHC | Kraft Heinz Co | $15,743 | 0.0% | +0% | 42.5 |
| 239 |  $MRNA | Moderna, Inc. | $15,443 | 0.0% | +0% | 15.9 |
| 240 |  $ARES | Ares Management Corp | $14,729 | 0.0% | NEW | 70.8 |
| 241 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $14,458 | 0.0% | +0% | — |
| 242 |  $SBUX | STARBUCKS CORP | $14,066 | 0.0% | +0% | 54.6 |
| 243 |  $SAP | SAP SE | $13,012 | 0.0% | +0% | — |
| 244 |  $IBN | ICICI BANK LTD | $12,898 | 0.0% | NEW | — |
| 245 |  $DNN | DENISON MINES CORP. | $12,631 | 0.0% | +0% | — |
| 246 |  $RIO | RIO TINTO PLC | $12,594 | 0.0% | +0% | — |
| 247 |  $SNY | Sanofi | $12,238 | 0.0% | -15% | — |
| 248 |  $SN | SharkNinja, Inc. | $12,073 | 0.0% | -11% | — |
| 249 | — | ISHARES TR | $11,832 | 0.0% | +0% | — |
| 250 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $11,345 | 0.0% | -73% | — |
| 251 |  $BHP | BHP Group Ltd | $11,275 | 0.0% | +0% | — |
| 252 |  $AU | AngloGold Ashanti PLC | $11,099 | 0.0% | +0% | — |
| 253 | — | ISHARES INC | $10,275 | 0.0% | -99% | — |
| 254 |  $WBD | Warner Bros. Discovery, Inc. | $9,419 | 0.0% | +0% | 42.1 |
| 255 |  $GD | GENERAL DYNAMICS CORP | $8,924 | 0.0% | +0% | 73 |
| 256 |  $MGNI | MAGNITE, INC. | $8,352 | 0.0% | +0% | 42.6 |
| 257 |  $ENPH | Enphase Energy, Inc. | $7,827 | 0.0% | +0% | 44.1 |
| 258 |  $VLTO | Veralto Corp | $7,250 | 0.0% | +0% | 74.4 |
| 259 |  $COP | CONOCOPHILLIPS | $6,600 | 0.0% | -33% | 74.8 |
| 260 |  $RIOT | Riot Platforms, Inc. | $6,229 | 0.0% | +0% | 51.3 |
| 261 | — | INVESCO EXCH TRADED FD TR II | $6,204 | 0.0% | +0% | — |
| 262 |  $GIS | GENERAL MILLS INC | $5,657 | 0.0% | +0% | 64.1 |
| 263 |  $VTS | Vitesse Energy, Inc. | $5,448 | 0.0% | +0% | 45.5 |
| 264 |  $CVE | CENOVUS ENERGY INC. | $5,332 | 0.0% | +0% | — |
| 265 |  $CLFD | Clearfield, Inc. | $5,135 | 0.0% | +0% | 43.8 |
| 266 |  $ESAB | ESAB Corp | $4,446 | 0.0% | +0% | 58.3 |
| 267 |  $SOLS | Solstice Advanced Materials Inc. | $4,341 | 0.0% | -84% | — |
| 268 |  $JHG | Janus Henderson Group Ltd. | $3,904 | 0.0% | +0% | — |
| 269 |  $GXO | GXO Logistics, Inc. | $3,733 | 0.0% | +0% | 51.9 |
| 270 |  $BE | Bloom Energy Corp | $3,387 | 0.0% | NEW | 54.4 |
| 271 |  $KVUE | Kenvue Inc. | $3,172 | 0.0% | +0% | 60.2 |
| 272 |  $BILL | BILL Holdings, Inc. | $3,102 | 0.0% | +0% | 56.8 |
| 273 |  $TE | T1 Energy Inc. | $1,883 | 0.0% | NEW | 23.8 |
| 274 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $1,815 | 0.0% | +0% | — |
| 275 |  $UAA | Under Armour, Inc. | $1,483 | 0.0% | +0% | 40.5 |
| 276 |  $UA | Under Armour, Inc. | $1,459 | 0.0% | +0% | 40.5 |
| 277 |  $DCH | Dauch Corp | $895 | 0.0% | NEW | 49.4 |
| 278 |  $LILA | Liberty Latin America Ltd. | $35 | 0.0% | +0% | — |
| 279 | $LILA | Liberty Latin America Ltd. | $9 | 0.0% | +0% | — |
| 280 |  $MBOT | Microbot Medical Inc. | $2 | 0.0% | +0% | — |
| 281 |  $OPTT | Ocean Power Technologies, Inc. | $1 | 0.0% | +0% | — |
New Positions (27)
$AJG Arthur J. Gallagher & Co.$5.8M$SUNB Sunbelt Rentals Holdings, Inc.$2.7M$SIVR abrdn Silver ETF Trust$514,375$SPOT Spotify Technology S.A.$248,274$MSI Motorola Solutions, Inc.$154,493$WST WEST PHARMACEUTICAL SERVICES INC$53,888$URI UNITED RENTALS, INC.$47,356$MCK MCKESSON CORP$44,999$PHM PULTEGROUP INC/MI/$36,812$HEI.A HEICO CORP$36,307$TTEK TETRA TECH INC$34,789$ARM ARM HOLDINGS PLC /UK$30,256$MAR MARRIOTT INTERNATIONAL INC /MD/$24,530$AWK American Water Works Company, Inc.$23,680$ULTA Ulta Beauty, Inc.$21,954
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