Evelyn Partners Investment Management LLP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2065206
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.7B
Holdings
410
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Evelyn Partners Investment Management LLP disclosed 410 positions worth $3.7B in its Form 13F-HR for Q1 2026, led by $AZN (ASTRAZENECA PLC) at 8.8% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 12 new positions and exited 16 — including a new stake in $SUNB and a full exit from $LOW. The portfolio is most concentrated in Technology (33.1% of disclosed assets). All figures are sourced directly from Evelyn Partners Investment Management LLP’s Form 13F-HR filing with the SEC under CIK 2065206.
AI Fund Analysis
Stable
Sector Allocation
TechnologyFinancialsHealthcareConsumer DiscretionaryMaterialsIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$325.5M1,675,125 sh - 83.7#15
Quality
$260.5M703,648 sh - 74.6#152
Quality
$258.7M1,242,299 sh - 80.2
Quality
$258.0M897,350 sh - 90.2
Quality
$151.1M866,383 sh - $148.1M438,201 sh
- 64.5
Quality
$134.9M281,451 sh - 83.5
Quality
$106.4M351,875 sh - —
Quality
$106.0M1,008,537 sh - 76.1
Quality
$104.2M410,438 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ASTRAZENECA PLC$AZN | — | $325.5M | 1,675,125 |
 MICROSOFT CORP$MSFT | 83.7#15 | $260.5M | 703,648 |
 AMAZON COM INC$AMZN | 74.6#152 | $258.7M | 1,242,299 |
 Alphabet Inc.$GOOG | 80.2 | $258.0M | 897,350 |
 NVIDIA CORP$NVDA | 90.2 | $151.1M | 866,383 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $148.1M | 438,201 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $134.9M | 281,451 |
 VISA INC.$V | 83.5 | $106.4M | 351,875 |
 CRH PUBLIC LTD CO$CRH | — | $106.0M | 1,008,537 |
 Apple Inc.$AAPL | 76.1 | $104.2M | 410,438 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evelyn Partners Investment Management LLP's 410 positions.
Showing top 10 of 410 holdings.
Sector Allocation
Technology
$1.2B
Financials
$711.0M
Healthcare
$570.6M
Consumer Discretionary
$464.2M
Materials
$260.3M
Industrials
$135.6M
Consumer Staples
$112.3M
Energy
$86.0M
Full Holdings — Evelyn Partners Investment Management LLP (Q1 2026)
All 410 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 | $325.5M | 8.8% | NEW | — |
| 2 | $MSFT | MICROSOFT CORP | $260.5M | 7.1% | +5% | 83.7 |
| 3 | $AMZN | AMAZON COM INC | $258.7M | 7.0% | +2% | 74.6 |
| 4 | $GOOG | Alphabet Inc. | $258.0M | 7.0% | -3% | 80.2 |
| 5 | $NVDA | NVIDIA CORP | $151.1M | 4.1% | +3% | 90.2 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $148.1M | 4.0% | -3% | — |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $134.9M | 3.7% | +1% | 64.5 |
| 8 | $V | VISA INC. | $106.4M | 2.9% | -3% | 83.5 |
| 9 | $CRH | CRH PUBLIC LTD CO | $106.0M | 2.9% | -3% | — |
| 10 | $AAPL | Apple Inc. | $104.2M | 2.8% | +5% | 76.1 |
| 11 |  $SYK | STRYKER CORP | $87.2M | 2.4% | -1% | 69.8 |
| 12 |  $CB | Chubb Ltd | $86.6M | 2.4% | +0% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $84.3M | 2.3% | +6% | 35.6 |
| 14 |  $KO | COCA COLA CO | $75.6M | 2.0% | +2% | 74 |
| 15 |  $META | Meta Platforms, Inc. | $68.8M | 1.9% | +12% | 80.9 |
| 16 |  $BKNG | Booking Holdings Inc. | $61.1M | 1.7% | -9% | 55.3 |
| 17 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $53.6M | 1.5% | +5% | 63.7 |
| 18 |  $LIN | LINDE PLC | $44.4M | 1.2% | -1% | — |
| 19 |  $NEE | NEXTERA ENERGY INC | $43.1M | 1.2% | +14% | 71.7 |
| 20 |  $IEX | IDEX CORP /DE/ | $38.9M | 1.1% | +11% | 60.6 |
| 21 |  $GOOGL | Alphabet Inc. | $38.3M | 1.0% | -3% | 80.2 |
| 22 |  $AZO | AUTOZONE INC | $38.1M | 1.0% | +8% | 66.5 |
| 23 |  $CEF | Sprott Physical Gold & Silver Trust | $38.1M | 1.0% | -2% | — |
| 24 |  $NDAQ | NASDAQ, INC. | $36.3M | 1.0% | -1% | 78.5 |
| 25 |  $BAC | BANK OF AMERICA CORP /DE/ | $33.7M | 0.9% | +8% | 68.4 |
| 26 |  $SPGI | S&P Global Inc. | $33.6M | 0.9% | -2% | 79.4 |
| 27 |  $GS | GOLDMAN SACHS GROUP INC | $33.4M | 0.9% | -5% | — |
| 28 |  $JNJ | JOHNSON & JOHNSON | $33.0M | 0.9% | -2% | 72.8 |
| 29 |  $TTE | TotalEnergies SE | $32.7M | 0.9% | +3% | — |
| 30 |  $MA | Mastercard Inc | $32.3M | 0.9% | -10% | 81.7 |
| 31 |  $TJX | TJX COMPANIES INC /DE/ | $30.6M | 0.8% | -4% | 70.7 |
| 32 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $29.0M | 0.8% | NEW | — |
| 33 |  $ISRG | INTUITIVE SURGICAL INC | $28.8M | 0.8% | +17% | 81.4 |
| 34 |  $WMT | Walmart Inc. | $27.6M | 0.8% | -6% | 63.2 |
| 35 |  $ZTS | Zoetis Inc. | $27.4M | 0.7% | -24% | 72.6 |
| 36 |  $UNH | UNITEDHEALTH GROUP INC | $25.8M | 0.7% | -43% | 66.8 |
| 37 |  $AEM | AGNICO EAGLE MINES LTD | $25.7M | 0.7% | -4% | — |
| 38 |  $SW | Smurfit Westrock plc | $24.0M | 0.7% | -13% | — |
| 39 |  $FCX | FREEPORT-MCMORAN INC | $23.2M | 0.6% | +13% | 73.1 |
| 40 |  $CVX | CHEVRON CORP | $20.7M | 0.6% | -3% | 54.7 |
| 41 |  $NFLX | NETFLIX INC | $20.0M | 0.5% | +10% | 86.7 |
| 42 |  $NEM | NEWMONT Corp /DE/ | $19.4M | 0.5% | -4% | 88.3 |
| 43 |  $APH | AMPHENOL CORP /DE/ | $19.0M | 0.5% | +43% | 80.5 |
| 44 |  $DHR | DANAHER CORP /DE/ | $18.9M | 0.5% | -18% | 63.9 |
| 45 |  $AVGO | Broadcom Inc. | $18.6M | 0.5% | +118% | 86.4 |
| 46 |  $MCD | MCDONALDS CORP | $18.3M | 0.5% | -7% | 73.9 |
| 47 |  $INTU | INTUIT INC. | $16.4M | 0.4% | +48% | 82 |
| 48 |  $XOM | EXXON MOBIL CORP | $16.2M | 0.4% | +38% | 61.8 |
| 49 |  $PG | PROCTER & GAMBLE Co | $16.0M | 0.4% | -14% | 72.9 |
| 50 |  $RACE | Ferrari N.V. | $15.8M | 0.4% | -30% | — |
| 51 |  $MKL | MARKEL GROUP INC. | $14.9M | 0.4% | +2% | 68.2 |
| 52 |  $BX | Blackstone Inc. | $14.6M | 0.4% | -17% | 68 |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $12.5M | 0.3% | +7% | 72.3 |
| 54 |  $FERG | Ferguson Enterprises Inc. /DE/ | $11.4M | 0.3% | -2% | 58.9 |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $11.2M | 0.3% | +3% | 67 |
| 56 |  $DIS | Walt Disney Co | $10.7M | 0.3% | -3% | 68.9 |
| 57 |  $DE | DEERE & CO | $10.7M | 0.3% | -2% | 57.4 |
| 58 |  $BSX | BOSTON SCIENTIFIC CORP | $10.6M | 0.3% | +19% | 79.9 |
| 59 |  $GEHC | GE HealthCare Technologies Inc. | $10.5M | 0.3% | -38% | 58.2 |
| 60 |  $IBKR | Interactive Brokers Group, Inc. | $9.9M | 0.3% | -9% | 75.5 |
| 61 |  $ETN | Eaton Corp plc | $9.0M | 0.2% | -4% | — |
| 62 |  $WPM | Wheaton Precious Metals Corp. | $8.6M | 0.2% | -4% | — |
| 63 |  $AWK | American Water Works Company, Inc. | $8.3M | 0.2% | -1% | 61.7 |
| 64 |  $PANW | Palo Alto Networks Inc | $7.8M | 0.2% | +15% | 66.5 |
| 65 |  $PLD | Prologis, Inc. | $7.8M | 0.2% | -3% | 67.5 |
| 66 |  $CME | CME GROUP INC. | $7.5M | 0.2% | -7% | 74.5 |
| 67 |  $GLD | SPDR GOLD TRUST | $7.3M | 0.2% | -3% | — |
| 68 |  $LLY | ELI LILLY & Co | $6.6M | 0.2% | +39% | 89.3 |
| 69 |  $ABT | ABBOTT LABORATORIES | $6.3M | 0.2% | -4% | 67 |
| 70 |  $MDLZ | Mondelez International, Inc. | $6.0M | 0.2% | +2% | 53.9 |
| 71 |  $ANET | Arista Networks, Inc. | $5.8M | 0.2% | -3% | 86 |
| 72 |  $PEP | PEPSICO INC | $5.6M | 0.1% | -16% | 62.7 |
| 73 |  $AMT | AMERICAN TOWER CORP /MA/ | $5.5M | 0.1% | -42% | 69.8 |
| 74 |  $RY | ROYAL BANK OF CANADA | $5.3M | 0.1% | -1% | — |
| 75 |  $ACN | Accenture plc | $4.9M | 0.1% | -8% | — |
| 76 |  $BUR | Burford Capital Ltd | $4.8M | 0.1% | -42% | — |
| 77 |  $VZ | VERIZON COMMUNICATIONS INC | $4.6M | 0.1% | +1% | 71.6 |
| 78 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4.5M | 0.1% | -3% | 66.5 |
| 79 |  $CRM | Salesforce, Inc. | $4.5M | 0.1% | -4% | 75.2 |
| 80 |  $ROP | ROPER TECHNOLOGIES INC | $4.5M | 0.1% | -78% | 72.2 |
| 81 |  $EOG | EOG RESOURCES INC | $4.5M | 0.1% | NEW | 71.1 |
| 82 |  $WMB | WILLIAMS COMPANIES, INC. | $4.4M | 0.1% | -0% | 72.8 |
| 83 |  $SLB | SLB LIMITED/NV | $4.2M | 0.1% | +0% | 63.2 |
| 84 |  $HON | HONEYWELL INTERNATIONAL INC | $3.9M | 0.1% | -23% | 65.7 |
| 85 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.7M | 0.1% | +0% | — |
| 86 |  $BA | BOEING CO | $3.3M | 0.1% | +88% | 51.8 |
| 87 |  $SHW | SHERWIN WILLIAMS CO | $3.2M | 0.1% | -1% | 65.3 |
| 88 |  $TD | TORONTO DOMINION BANK | $3.2M | 0.1% | -0% | — |
| 89 |  $CAT | CATERPILLAR INC | $3.0M | 0.1% | -3% | 67.8 |
| 90 |  $MLM | MARTIN MARIETTA MATERIALS INC | $2.8M | 0.1% | -9% | 67.6 |
| 91 |  $C | CITIGROUP INC | $2.7M | 0.1% | -11% | 54.8 |
| 92 |  $MICC | Magnum Ice Cream Co N.V. | $2.7M | 0.1% | -54% | — |
| 93 |  $MSCI | MSCI Inc. | $2.7M | 0.1% | -4% | 77.6 |
| 94 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $2.6M | 0.1% | -14% | 71.5 |
| 95 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.6M | 0.1% | -39% | 74.4 |
| 96 |  $CL | COLGATE PALMOLIVE CO | $2.5M | 0.1% | -5% | 72.4 |
| 97 |  $SPY | SPDR S&P 500 ETF TRUST | $2.3M | 0.1% | +0% | — |
| 98 |  $TSLA | Tesla, Inc. | $2.3M | 0.1% | -0% | 50.1 |
| 99 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 0.1% | -1% | 66.7 |
| 100 | — | ISHARES INC | $2.1M | 0.1% | +14% | — |
| 101 |  $ROK | ROCKWELL AUTOMATION, INC | $2.1M | 0.1% | +145% | 68.2 |
| 102 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $2.0M | 0.1% | -10% | — |
| 103 |  $CRWD | CrowdStrike Holdings, Inc. | $2.0M | 0.1% | -1% | 55 |
| 104 | — | ISHARES TR | $1.9M | 0.1% | +0% | — |
| 105 |  $COIN | Coinbase Global, Inc. | $1.9M | 0.1% | +14% | 68 |
| 106 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $1.7M | 0.1% | -14% | 52.1 |
| 107 |  $DOV | DOVER Corp | $1.7M | 0.1% | -8% | 63.1 |
| 108 |  $RTX | RTX Corp | $1.7M | 0.1% | -5% | 70 |
| 109 |  $GE | GENERAL ELECTRIC CO | $1.7M | 0.1% | -0% | 74.8 |
| 110 |  $TPL | Texas Pacific Land Corp | $1.6M | 0.0% | -33% | 79.1 |
| 111 |  $MRK | Merck & Co., Inc. | $1.6M | 0.0% | -2% | 70.9 |
| 112 |  $BDX | BECTON DICKINSON & CO | $1.6M | 0.0% | -12% | 50.7 |
| 113 |  $SHEL | Shell plc | $1.6M | 0.0% | +0% | — |
| 114 | — | ISHARES TR | $1.6M | 0.0% | +1% | — |
| 115 |  $PFE | PFIZER INC | $1.6M | 0.0% | +1% | 69 |
| 116 |  $MS | MORGAN STANLEY | $1.6M | 0.0% | -0% | — |
| 117 |  $MSI | Motorola Solutions, Inc. | $1.5M | 0.0% | NEW | 73.8 |
| 118 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $1.3M | 0.0% | -33% | — |
| 119 |  $APTV | Aptiv PLC | $1.3M | 0.0% | -30% | — |
| 120 |  $T | AT&T INC. | $1.2M | 0.0% | +0% | 71.9 |
| 121 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.2M | 0.0% | -2% | 77.9 |
| 122 |  $FLUT | Flutter Entertainment plc | $1.2M | 0.0% | -48% | — |
| 123 |  $GEV | GE Vernova Inc. | $1.2M | 0.0% | -9% | 70.1 |
| 124 |  $SPOT | Spotify Technology S.A. | $1.1M | 0.0% | +8% | — |
| 125 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.0% | -0% | 73.2 |
| 126 |  $KDP | Keurig Dr Pepper Inc. | $1.1M | 0.0% | -1% | 63.1 |
| 127 |  $UBS | UBS Group AG | $1.1M | 0.0% | -0% | — |
| 128 |  $APD | Air Products & Chemicals, Inc. | $1.1M | 0.0% | -11% | 41.2 |
| 129 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.0% | -10% | 70.4 |
| 130 |  $UNP | UNION PACIFIC CORP | $1.0M | 0.0% | -0% | 74 |
| 131 |  $BEPC | Brookfield Renewable Corp | $976,170 | 0.0% | +0% | — |
| 132 |  $BLK | BlackRock, Inc. | $968,442 | 0.0% | +6% | 70.3 |
| 133 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $949,705 | 0.0% | -15% | 72.9 |
| 134 |  $ABBV | AbbVie Inc. | $915,633 | 0.0% | -20% | 59.3 |
| 135 |  $PM | Philip Morris International Inc. | $841,911 | 0.0% | -1% | 80.5 |
| 136 |  $WT | WisdomTree, Inc. | $807,083 | 0.0% | +0% | 62.9 |
| 137 |  $SHOP | SHOPIFY INC. | $798,906 | 0.0% | -58% | — |
| 138 |  $WTW | WILLIS TOWERS WATSON PLC | $771,227 | 0.0% | +10% | — |
| 139 |  $JEF | Jefferies Financial Group Inc. | $726,187 | 0.0% | +0% | 65.6 |
| 140 |  $NKE | NIKE, Inc. | $704,302 | 0.0% | -19% | 53.4 |
| 141 |  $CSX | CSX CORP | $699,738 | 0.0% | +0% | 66.4 |
| 142 |  $UL | UNILEVER PLC | $688,084 | 0.0% | +0% | — |
| 143 |  $EA | ELECTRONIC ARTS INC. | $681,945 | 0.0% | +0% | 71.1 |
| 144 |  $AXON | AXON ENTERPRISE, INC. | $658,270 | 0.0% | +43% | 55.6 |
| 145 |  $RYAAY | RYANAIR HOLDINGS PLC | $643,372 | 0.0% | -2% | — |
| 146 | — | VANGUARD INTL EQUITY INDEX F | $643,366 | 0.0% | +6% | — |
| 147 |  $NTRS | NORTHERN TRUST CORP | $640,626 | 0.0% | +0% | 71.8 |
| 148 |  $VLTO | Veralto Corp | $636,005 | 0.0% | -1% | 74.4 |
| 149 |  $ALC | ALCON INC | $631,500 | 0.0% | -14% | — |
| 150 |  $HD | HOME DEPOT, INC. | $627,851 | 0.0% | +0% | 69.2 |
| 151 | — | VANGUARD WORLD FD | $614,691 | 0.0% | +1% | — |
| 152 |  $MO | ALTRIA GROUP, INC. | $601,301 | 0.0% | +0% | 72.1 |
| 153 |  $MCHP | MICROCHIP TECHNOLOGY INC | $600,873 | 0.0% | +0% | 40 |
| 154 |  $AU | AngloGold Ashanti PLC | $592,728 | 0.0% | +1118% | — |
| 155 |  $NOW | ServiceNow, Inc. | $584,330 | 0.0% | -61% | 76 |
| 156 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $576,297 | 0.0% | -4% | 65.9 |
| 157 |  $YUM | YUM BRANDS INC | $575,587 | 0.0% | +0% | 71.7 |
| 158 |  $AON | Aon plc | $540,657 | 0.0% | +0% | — |
| 159 | — | ISHARES TR | $540,640 | 0.0% | -9% | — |
| 160 |  $TRI | THOMSON REUTERS CORP /CAN/ | $530,556 | 0.0% | -5% | — |
| 161 | $DOV | DOVER Corp | $526,999 | 0.0% | +41% | 63.1 |
| 162 |  $COP | CONOCOPHILLIPS | $430,452 | 0.0% | -8% | 74.8 |
| 163 |  $KKR | KKR & Co. Inc. | $429,200 | 0.0% | +0% | 49.8 |
| 164 |  $WM | WASTE MANAGEMENT INC | $427,409 | 0.0% | +0% | 70.7 |
| 165 | $WT | WisdomTree, Inc. | $422,933 | 0.0% | +0% | 62.9 |
| 166 | — | FIRST TR EXCHANGE-TRADED FD | $422,130 | 0.0% | +0% | — |
| 167 |  $INDV | Indivior Pharmaceuticals, Inc. | $415,260 | 0.0% | +8% | 64.6 |
| 168 |  $XYL | Xylem Inc. | $408,093 | 0.0% | +6% | 65.6 |
| 169 | — | VANGUARD INDEX FDS | $404,221 | 0.0% | +49% | — |
| 170 |  $SGOL | abrdn Gold ETF Trust | $403,365 | 0.0% | -14% | — |
| 171 |  $JCI | Johnson Controls International plc | $388,267 | 0.0% | +0% | — |
| 172 |  $B | BARRICK MINING CORP | $382,273 | 0.0% | -7% | — |
| 173 | — | VANGUARD INTL EQUITY INDEX F | $372,156 | 0.0% | +2% | — |
| 174 |  $STE | STERIS plc | $351,376 | 0.0% | -3% | — |
| 175 |  $SU | SUNCOR ENERGY INC | $343,816 | 0.0% | +0% | — |
| 176 |  $KEYS | Keysight Technologies, Inc. | $339,973 | 0.0% | +0% | 72.3 |
| 177 | — | ISHARES INC | $335,358 | 0.0% | +12% | — |
| 178 | — | ISHARES TR | $330,518 | 0.0% | +15% | — |
| 179 |  $INTC | INTEL CORP | $324,356 | 0.0% | -14% | 41.5 |
| 180 |  $BMY | BRISTOL MYERS SQUIBB CO | $323,810 | 0.0% | +0% | 70.1 |
| 181 |  $MDT | Medtronic plc | $314,106 | 0.0% | -14% | — |
| 182 |  $MKC | MCCORMICK & CO INC | $313,737 | 0.0% | +0% | 73.7 |
| 183 |  $STT | STATE STREET CORP | $309,439 | 0.0% | +0% | 61.5 |
| 184 |  $EL | ESTEE LAUDER COMPANIES INC | $302,295 | 0.0% | -15% | 52.5 |
| 185 |  $GLW | CORNING INC /NY | $301,853 | 0.0% | +0% | 72.7 |
| 186 |  $BMO | BANK OF MONTREAL /CAN/ | $279,463 | 0.0% | +0% | — |
| 187 |  $EQIX | EQUINIX INC | $278,388 | 0.0% | +0% | 61.4 |
| 188 |  $ALL | ALLSTATE CORP | $278,250 | 0.0% | +0% | 76.6 |
| 189 |  $CCJ | CAMECO CORP | $268,839 | 0.0% | -49% | — |
| 190 |  $PYPL | PayPal Holdings, Inc. | $262,153 | 0.0% | -16% | 70.5 |
| 191 |  $AGCO | AGCO CORP /DE | $256,073 | 0.0% | +0% | 50.7 |
| 192 |  $CTVA | Corteva, Inc. | $255,734 | 0.0% | +0% | 48.4 |
| 193 |  $WAT | WATERS CORP /DE/ | $254,917 | 0.0% | +242% | 69.9 |
| 194 |  $TWLO | TWILIO INC | $251,640 | 0.0% | +0% | 59.5 |
| 195 |  $BNS | BANK OF NOVA SCOTIA | $250,173 | 0.0% | +0% | — |
| 196 |  $ADBE | ADOBE INC. | $241,865 | 0.0% | -2% | 80.4 |
| 197 |  $LRCX | LAM RESEARCH CORP | $240,581 | 0.0% | -3% | 82.4 |
| 198 |  $PSX | Phillips 66 | $231,369 | 0.0% | -10% | 47.6 |
| 199 |  $ARM | ARM HOLDINGS PLC /UK | $226,920 | 0.0% | +67% | — |
| 200 |  $Q | Qnity Electronics, Inc. | $225,914 | 0.0% | +0% | — |
| 201 | — | VANGUARD INTL EQUITY INDEX F | $217,281 | 0.0% | -2% | — |
| 202 |  $EMR | EMERSON ELECTRIC CO | $209,632 | 0.0% | +0% | 65.9 |
| 203 | — | ISHARES TR | $207,024 | 0.0% | +0% | — |
| 204 | — | LITMAN GREGORY FDS TR | $188,438 | 0.0% | +0% | — |
| 205 |  $JXN | Jackson Financial Inc. | $188,182 | 0.0% | -29% | 67.5 |
| 206 |  $IVZ | Invesco Ltd. | $183,284 | 0.0% | -2% | — |
| 207 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $181,323 | 0.0% | -40% | — |
| 208 |  $DD | DuPont de Nemours, Inc. | $179,536 | 0.0% | +0% | 31.1 |
| 209 |  $CCK | CROWN HOLDINGS, INC. | $175,438 | 0.0% | +0% | 61.9 |
| 210 | — | ISHARES INC | $175,362 | 0.0% | +0% | — |
| 211 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $172,607 | 0.0% | -60% | 60.5 |
| 212 |  $INFY | Infosys Ltd | $170,226 | 0.0% | +0% | — |
| 213 |  $DOW | DOW INC. | $163,310 | 0.0% | +0% | 38 |
| 214 |  $NTR | Nutrien Ltd. | $155,901 | 0.0% | +0% | — |
| 215 | — | SELECT SECTOR SPDR TR | $146,190 | 0.0% | +0% | — |
| 216 |  $TRV | TRAVELERS COMPANIES, INC. | $145,840 | 0.0% | +0% | 71.5 |
| 217 |  $LNG | Cheniere Energy, Inc. | $141,880 | 0.0% | -58% | 48.4 |
| 218 |  $FIS | Fidelity National Information Services, Inc. | $140,636 | 0.0% | -6% | 69.6 |
| 219 |  $SYY | SYSCO CORP | $135,527 | 0.0% | +0% | 58.4 |
| 220 |  $CLH | CLEAN HARBORS INC | $131,896 | 0.0% | +0% | 56.3 |
| 221 |  $CVS | CVS HEALTH Corp | $129,276 | 0.0% | +0% | 51.3 |
| 222 |  $FDX | FEDEX CORP | $128,225 | 0.0% | +0% | 60.3 |
| 223 |  $BALL | BALL Corp | $126,732 | 0.0% | +11% | 54.2 |
| 224 | — | ISHARES INC | $126,660 | 0.0% | +36% | — |
| 225 |  $SBUX | STARBUCKS CORP | $125,874 | 0.0% | -11% | 54.6 |
| 226 |  $LMT | LOCKHEED MARTIN CORP | $125,713 | 0.0% | +0% | 65 |
| 227 |  $SOLS | Solstice Advanced Materials Inc. | $125,131 | 0.0% | -54% | — |
| 228 |  $IBN | ICICI BANK LTD | $124,346 | 0.0% | +0% | — |
| 229 |  $GAM | GENERAL AMERICAN INVESTORS CO INC | $124,249 | 0.0% | +0% | — |
| 230 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $123,315 | 0.0% | +0% | — |
| 231 |  $DELL | Dell Technologies Inc. | $120,964 | 0.0% | +0% | 76 |
| 232 |  $BG | Bunge Global SA | $119,568 | 0.0% | +0% | 55.9 |
| 233 |  $ADSK | Autodesk, Inc. | $119,221 | 0.0% | -43% | 76.4 |
| 234 |  $MELI | MERCADOLIBRE INC | $117,573 | 0.0% | +0% | 77.5 |
| 235 |  $WDFC | WD 40 CO | $116,246 | 0.0% | +0% | 54.1 |
| 236 |  $USB | US BANCORP DE | $115,462 | 0.0% | +0% | 71.4 |
| 237 |  $ECL | ECOLAB INC. | $114,921 | 0.0% | +0% | 64.3 |
| 238 |  $EVLV | Evolv Technologies Holdings, Inc. | $114,920 | 0.0% | NEW | 34.7 |
| 239 |  $BP | BP PLC | $111,954 | 0.0% | +0% | — |
| 240 |  $UBER | Uber Technologies, Inc | $109,406 | 0.0% | +0% | 79.3 |
| 241 |  $__PARK_1390777 | Bank of New York Mellon Corp | $108,546 | 0.0% | +0% | 36.7 |
| 242 |  $NVS | NOVARTIS AG | $106,925 | 0.0% | +0% | — |
| 243 |  $GILD | GILEAD SCIENCES, INC. | $106,757 | 0.0% | +0% | 77.8 |
| 244 |  $GIS | GENERAL MILLS INC | $105,928 | 0.0% | +0% | 64.1 |
| 245 | — | ISHARES TR | $102,511 | 0.0% | +0% | — |
| 246 |  $NVO | NOVO NORDISK A S | $101,614 | 0.0% | -12% | — |
| 247 |  $CARR | CARRIER GLOBAL Corp | $99,950 | 0.0% | -95% | 61.5 |
| 248 |  $CIEN | CIENA CORP | $97,058 | 0.0% | +0% | 70.7 |
| 249 |  $FOXA | Fox Corp | $95,776 | 0.0% | +0% | 65.1 |
| 250 |  $ORCL | ORACLE CORP | $93,415 | 0.0% | +0% | 67.2 |
| 251 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $88,019 | 0.0% | +7% | — |
| 252 |  $CCZ | COMCAST CORP | $86,589 | 0.0% | -44% | 70.4 |
| 253 | — | FIRST TR EXCHANGE-TRADED FD | $85,665 | 0.0% | +0% | — |
| 254 | $IVZ | Invesco Ltd. | $84,286 | 0.0% | +0% | — |
| 255 |  $OTIS | Otis Worldwide Corp | $83,246 | 0.0% | -31% | 60.3 |
| 256 |  $IMO | IMPERIAL OIL LTD | $82,410 | 0.0% | +0% | — |
| 257 |  $GWW | W.W. GRAINGER, INC. | $80,720 | 0.0% | +0% | 69.5 |
| 258 |  $CCI | CROWN CASTLE INC. | $77,245 | 0.0% | +0% | 52.9 |
| 259 |  $COF | CAPITAL ONE FINANCIAL CORP | $74,249 | 0.0% | +0% | 71 |
| 260 |  $MCO | MOODYS CORP /DE/ | $74,163 | 0.0% | +0% | 81.3 |
| 261 |  $WCN | Waste Connections, Inc. | $72,112 | 0.0% | +0% | — |
| 262 |  $BABA | Alibaba Group Holding Ltd | $70,885 | 0.0% | +11% | — |
| 263 |  $KMB | KIMBERLY CLARK CORP | $70,423 | 0.0% | +0% | 61.7 |
| 264 |  $TEL | TE Connectivity plc | $67,932 | 0.0% | +0% | — |
| 265 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $65,000 | 0.0% | +0% | 66.3 |
| 266 |  $SLF | SUN LIFE FINANCIAL INC | $64,254 | 0.0% | -6% | — |
| 267 |  $HSIC | HENRY SCHEIN INC | $62,645 | 0.0% | -26% | 52 |
| 268 |  $CRSP | CRISPR Therapeutics AG | $61,841 | 0.0% | +0% | 4.5 |
| 269 |  $HRI | HERC HOLDINGS INC | $59,033 | 0.0% | -96% | 56.7 |
| 270 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $57,902 | 0.0% | +0% | 60.9 |
| 271 |  $ETR | ENTERGY CORP /DE/ | $56,180 | 0.0% | +0% | 65.1 |
| 272 |  $MAN | ManpowerGroup Inc. | $55,179 | 0.0% | +0% | 42.6 |
| 273 |  $CI | Cigna Group | $54,417 | 0.0% | +0% | 66.8 |
| 274 | — | FIRST TR EXCH TRD ALPHDX FD | $53,917 | 0.0% | +0% | — |
| 275 |  $EW | Edwards Lifesciences Corp | $52,452 | 0.0% | +0% | 67.6 |
| 276 |  $QCOM | QUALCOMM INC/DE | $51,512 | 0.0% | +0% | 81.9 |
| 277 | — | VANGUARD WORLD FD | $50,136 | 0.0% | +0% | — |
| 278 |  $KHC | Kraft Heinz Co | $49,658 | 0.0% | -38% | 42.5 |
| 279 |  $GD | GENERAL DYNAMICS CORP | $48,737 | 0.0% | -44% | 73 |
| 280 |  $OLN | OLIN Corp | $48,014 | 0.0% | +0% | 42.9 |
| 281 | — | VANGUARD INDEX FDS | $46,011 | 0.0% | +0% | — |
| 282 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $45,335 | 0.0% | +0% | — |
| 283 | — | ISHARES TR | $43,282 | 0.0% | +0% | — |
| 284 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $42,881 | 0.0% | +0% | 68.8 |
| 285 |  $TRMB | TRIMBLE INC. | $42,400 | 0.0% | +0% | 52.1 |
| 286 | — | VANGUARD INDEX FDS | $41,907 | 0.0% | +0% | — |
| 287 | — | FIRST TR EXCHANGE-TRADED FD | $41,695 | 0.0% | +0% | — |
| 288 |  $DCH | Dauch Corp | $41,178 | 0.0% | NEW | 49.4 |
| 289 | $WT | WisdomTree, Inc. | $40,800 | 0.0% | +0% | 62.9 |
| 290 |  $FLO | FLOWERS FOODS INC | $40,750 | 0.0% | +0% | 57.2 |
| 291 |  $HXL | HEXCEL CORP /DE/ | $40,465 | 0.0% | +0% | 50.5 |
| 292 |  $AMGN | AMGEN INC | $39,759 | 0.0% | +0% | 79.5 |
| 293 |  $LND | BrasilAgro - Brazilian Agricultural Real Estate Co | $39,271 | 0.0% | -9% | — |
| 294 |  $RIO | RIO TINTO PLC | $39,182 | 0.0% | +0% | — |
| 295 |  $VRNS | VARONIS SYSTEMS INC | $38,646 | 0.0% | +0% | 44.5 |
| 296 | — | ISHARES TR | $38,626 | 0.0% | +0% | — |
| 297 | — | FIRST TR EXCHANGE-TRADED FD | $37,797 | 0.0% | +0% | — |
| 298 |  $AMD | ADVANCED MICRO DEVICES INC | $36,617 | 0.0% | -10% | 78.8 |
| 299 | — | SPDR SERIES TRUST | $36,485 | 0.0% | +0% | — |
| 300 |  $STLA | Stellantis N.V. | $36,470 | 0.0% | -5% | — |
| 301 |  $ILMN | ILLUMINA, INC. | $35,869 | 0.0% | -37% | 62.5 |
| 302 | — | GLOBAL X FDS | $34,951 | 0.0% | +0% | — |
| 303 | — | ISHARES TR | $34,509 | 0.0% | +0% | — |
| 304 |  $TER | TERADYNE, INC | $34,093 | 0.0% | +0% | 74.6 |
| 305 | — | FIRST TR EXCHANGE-TRADED FD | $33,737 | 0.0% | +0% | — |
| 306 |  $UPS | UNITED PARCEL SERVICE INC | $33,154 | 0.0% | +0% | 58.2 |
| 307 |  $ACGL | ARCH CAPITAL GROUP LTD. | $32,829 | 0.0% | -17% | — |
| 308 |  $ORLA | Orla Mining Ltd. | $32,616 | 0.0% | +0% | — |
| 309 | $IVZ | Invesco Ltd. | $32,565 | 0.0% | +0% | — |
| 310 |  $MMM | 3M CO | $31,951 | 0.0% | +0% | 60.7 |
| 311 |  $BF-A | BROWN FORMAN CORP | $31,622 | 0.0% | -20% | 65.1 |
| 312 |  $CVE | CENOVUS ENERGY INC. | $31,379 | 0.0% | -42% | — |
| 313 |  $POST | Post Holdings, Inc. | $31,141 | 0.0% | +0% | 53.8 |
| 314 |  $PR | Permian Resources Corp | $30,616 | 0.0% | +0% | 75.6 |
| 315 |  $SNPS | SYNOPSYS INC | $30,217 | 0.0% | +0% | 63.1 |
| 316 |  $LNN | LINDSAY CORP | $29,172 | 0.0% | +0% | 41.2 |
| 317 |  $IRTC | iRhythm Holdings, Inc. | $28,915 | 0.0% | +0% | 41.1 |
| 318 | — | VANGUARD INTL EQUITY INDEX F | $27,559 | 0.0% | +0% | — |
| 319 |  $AMAT | APPLIED MATERIALS INC /DE | $27,343 | 0.0% | -43% | 74.8 |
| 320 |  $WFC | WELLS FARGO & COMPANY/MN | $27,067 | 0.0% | +0% | — |
| 321 |  $BKU | BankUnited, Inc. | $26,193 | 0.0% | +0% | 54 |
| 322 | — | VANGUARD INDEX FDS | $26,167 | 0.0% | +0% | — |
| 323 | — | ISHARES TR | $24,523 | 0.0% | +0% | — |
| 324 |  $PSLV | Sprott Physical Silver Trust | $24,390 | 0.0% | -100% | — |
| 325 |  $KEX | KIRBY CORP | $23,254 | 0.0% | -99% | 64.1 |
| 326 |  $FANG | Diamondback Energy, Inc. | $23,141 | 0.0% | +0% | 81.4 |
| 327 |  $ICE | Intercontinental Exchange, Inc. | $22,806 | 0.0% | +0% | 73.8 |
| 328 | — | FIRST TR EXCHANGE-TRADED FD | $22,306 | 0.0% | +0% | — |
| 329 |  $CWK | Cushman & Wakefield Ltd. | $22,252 | 0.0% | +0% | — |
| 330 | — | FIRST TR EXCH TRADED FD III | $22,188 | 0.0% | +0% | — |
| 331 |  $ASPI | ASP Isotopes Inc. | $22,100 | 0.0% | +0% | 25.6 |
| 332 |  $F | FORD MOTOR CO | $21,534 | 0.0% | +0% | 58.5 |
| 333 | — | FIRST TR EXCHANGE-TRADED FD | $21,335 | 0.0% | -43% | — |
| 334 |  $VTRS | Viatris Inc | $20,224 | 0.0% | +0% | 47.1 |
| 335 | — | ISHARES TR | $19,854 | 0.0% | +0% | — |
| 336 |  $AVY | Avery Dennison Corp | $19,513 | 0.0% | +0% | 62.9 |
| 337 |  $SRE | SEMPRA | $19,434 | 0.0% | +0% | 47.6 |
| 338 |  $EFX | EQUIFAX INC | $18,907 | 0.0% | +0% | 69.4 |
| 339 |  $NWSA | NEWS CORP | $18,747 | 0.0% | +0% | 62.4 |
| 340 |  $PHM | PULTEGROUP INC/MI/ | $18,112 | 0.0% | +0% | 65.1 |
| 341 |  $BZH | BEAZER HOMES USA INC | $17,316 | 0.0% | NEW | 35.6 |
| 342 |  $FER | Ferrovial N.V. | $16,775 | 0.0% | +0% | — |
| 343 |  $ARVN | ARVINAS, INC. | $15,624 | 0.0% | +0% | 13.9 |
| 344 |  $NET | Cloudflare, Inc. | $15,476 | 0.0% | NEW | 52.6 |
| 345 |  $VRSK | Verisk Analytics, Inc. | $14,042 | 0.0% | +0% | 77.3 |
| 346 |  $FISV | FISERV INC | $13,950 | 0.0% | +0% | 67.4 |
| 347 | — | VANGUARD WORLD FD | $13,497 | 0.0% | -8% | — |
| 348 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $13,488 | 0.0% | +0% | — |
| 349 |  $JHG | Janus Henderson Group Ltd. | $13,356 | 0.0% | +0% | — |
| 350 |  $EMF | TEMPLETON EMERGING MARKETS FUND | $13,118 | 0.0% | +0% | — |
| 351 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $12,995 | 0.0% | +0% | 70.8 |
| 352 |  $ONC | BeOne Medicines Ltd. | $12,176 | 0.0% | +0% | — |
| 353 | — | ISHARES TR | $10,858 | 0.0% | +0% | — |
| 354 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $10,172 | 0.0% | +0% | 65.3 |
| 355 |  $FTV | Fortive Corp | $10,116 | 0.0% | +0% | 55.9 |
| 356 |  $CPRT | COPART INC | $9,960 | 0.0% | +0% | 74.9 |
| 357 |  $ALB | ALBEMARLE CORP | $9,515 | 0.0% | +0% | 50.2 |
| 358 |  $WBD | Warner Bros. Discovery, Inc. | $9,419 | 0.0% | +0% | 42.1 |
| 359 |  $HCA | HCA Healthcare, Inc. | $8,518 | 0.0% | +0% | 70.5 |
| 360 |  $FTNT | Fortinet, Inc. | $8,417 | 0.0% | +0% | 78.1 |
| 361 |  $VSNT | Versant Media Group, Inc. | $7,922 | 0.0% | NEW | — |
| 362 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $7,234 | 0.0% | +0% | 64.9 |
| 363 |  $AMRZ | Amrize Ltd | $7,227 | 0.0% | -76% | — |
| 364 |  $PLTR | Palantir Technologies Inc. | $7,021 | 0.0% | NEW | 85.8 |
| 365 |  $TRU | TransUnion | $6,781 | 0.0% | +0% | 69.1 |
| 366 |  $IDXX | IDEXX LABORATORIES INC /DE | $6,743 | 0.0% | +0% | 73.6 |
| 367 |  $CDZI | CADIZ INC | $6,707 | 0.0% | +0% | 28.9 |
| 368 |  $BRBR | BELLRING BRANDS, INC. | $6,420 | 0.0% | +0% | 58.7 |
| 369 |  $ADNT | Adient plc | $6,326 | 0.0% | +0% | — |
| 370 |  $TT | Trane Technologies plc | $6,251 | 0.0% | NEW | — |
| 371 |  $CTRA | Coterra Energy Inc. | $6,185 | 0.0% | +0% | 80.6 |
| 372 |  $APLS | Apellis Pharmaceuticals, Inc. | $6,035 | 0.0% | +0% | 63.9 |
| 373 |  $BIDU | Baidu, Inc. | $6,017 | 0.0% | +0% | — |
| 374 | $SNPS | SYNOPSYS INC | $5,947 | 0.0% | +0% | 63.1 |
| 375 |  $OVV | Ovintiv Inc. | $5,936 | 0.0% | -63% | 46.5 |
| 376 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $5,570 | 0.0% | +0% | 45.1 |
| 377 |  $FICO | FAIR ISAAC CORP | $5,338 | 0.0% | +0% | 75.6 |
| 378 |  $BAH | Booz Allen Hamilton Holding Corp | $5,150 | 0.0% | -63% | 65.5 |
| 379 |  $NEOG | NEOGEN CORP | $5,147 | 0.0% | +0% | 36.9 |
| 380 |  $KD | Kyndryl Holdings, Inc. | $3,542 | 0.0% | +0% | 46 |
| 381 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $3,093 | 0.0% | +0% | — |
| 382 |  $NOK | NOKIA CORP | $2,959 | 0.0% | +0% | — |
| 383 |  $RAL | Ralliant Corp | $2,537 | 0.0% | +0% | 36.3 |
| 384 |  $FBIN | Fortune Brands Innovations, Inc. | $2,338 | 0.0% | +0% | 48.7 |
| 385 |  $AJG | Arthur J. Gallagher & Co. | $2,166 | 0.0% | +0% | 72.1 |
| 386 |  $LAR | Lithium Argentina AG | $2,004 | 0.0% | +0% | — |
| 387 | — | PROTHENA CORP PLC | $1,934 | 0.0% | +0% | — |
| 388 | — | VANECK ETF TRUST | $1,835 | 0.0% | +0% | — |
| 389 |  $CMCL | Caledonia Mining Corp Plc | $1,785 | 0.0% | NEW | — |
| 390 |  $GRAL | GRAIL, Inc. | $1,705 | 0.0% | -46% | 31.9 |
| 391 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $1,674 | 0.0% | +0% | — |
| 392 |  $CC | Chemours Co | $1,256 | 0.0% | -45% | 36.5 |
| 393 |  $LAC | LITHIUM AMERICAS CORP. | $1,185 | 0.0% | +0% | — |
| 394 | — | VANECK ETF TRUST | $967 | 0.0% | +0% | — |
| 395 |  $NEXN | Nexxen International Ltd. | $828 | 0.0% | +0% | — |
| 396 | — | VANGUARD WORLD FD | $817 | 0.0% | +0% | — |
| 397 |  $CEVA | CEVA INC | $691 | 0.0% | +0% | 26.2 |
| 398 |  $NMM | Navios Maritime Partners L.P. | $675 | 0.0% | +0% | — |
| 399 |  $REZI | RESIDEO TECHNOLOGIES, INC. | $573 | 0.0% | +0% | 40.1 |
| 400 |  $MBC | MasterBrand, Inc. | $499 | 0.0% | +0% | 41.5 |
| 401 |  $PLG | PLATINUM GROUP METALS LTD | $395 | 0.0% | +0% | — |
| 402 |  $EMBC | Embecta Corp. | $389 | 0.0% | +0% | 60.2 |
| 403 |  $ROKU | ROKU, INC | $378 | 0.0% | NEW | 60.5 |
| 404 |  $SOLV | Solventum Corp | $327 | 0.0% | +0% | 55.7 |
| 405 |  $LBTYA | Liberty Global Ltd. | $258 | 0.0% | +0% | — |
| 406 |  $DOCU | DOCUSIGN, INC. | $142 | 0.0% | +0% | 67.5 |
| 407 | $LBTYA | Liberty Global Ltd. | $109 | 0.0% | +0% | — |
| 408 |  $ASIX | AdvanSix Inc. | $98 | 0.0% | +0% | 45.5 |
| 409 |  $SCLX | Scilex Holding Co | $33 | 0.0% | +0% | 20.5 |
| 410 |  $LILA | Liberty Latin America Ltd. | $9 | 0.0% | +0% | — |
New Positions (12)
$SUNB Sunbelt Rentals Holdings, Inc.$29.0M$EOG EOG RESOURCES INC$4.5M$MSI Motorola Solutions, Inc.$1.5M$EVLV Evolv Technologies Holdings, Inc.$114,920$DCH Dauch Corp$41,178$BZH BEAZER HOMES USA INC$17,316$NET Cloudflare, Inc.$15,476$VSNT Versant Media Group, Inc.$7,922$PLTR Palantir Technologies Inc.$7,021$TT Trane Technologies plc$6,251$CMCL Caledonia Mining Corp Plc$1,785$ROKU ROKU, INC$378Exited Positions (16)
$LOW LOWES COMPANIES INC
$GM General Motors Co VANGUARD SCOTTSDALE FDS
$SSNC SS&C Technologies Holdings Inc
$AOS SMITH A O CORP
$ARES Ares Management Corp
$URI UNITED RENTALS, INC.
$DBX DROPBOX, INC.
$RCI ROGERS COMMUNICATIONS INC
$LFUS LITTELFUSE INC /DE
$ABNB Airbnb, Inc.
$ARQT Arcutis Biotherapeutics, Inc.
$UI Ubiquiti Inc.
$SWKS SKYWORKS SOLUTIONS, INC.
$GEN Gen Digital Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Evelyn Partners Investment Management LLP including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Evelyn Partners Investment Management LLP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Evelyn Partners Investment Management LLP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Evelyn Partners Investment Management LLP
13F Pro is an AI hedge fund tracker and stock research platform. For Evelyn Partners Investment Management LLP (SEC CIK: 2065206), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Evelyn Partners Investment Management LLP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.