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Portfolio (Quarterly) Guide ↗

Evelyn Partners Investment Management Services Ltd

· CIK 0002065205
13F Portfolio $850.0B AUM 281 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 69 Added 66 Reduced 11 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHW SHERWIN WILLIAMS CO Basic Materials 386.0 $124K 0.01% +32.0 +9.0% $320.55 -3.5%
62 BA BOEING CO Industrials 563.0 $112K 0.01% +70.0 +14.2% $199.03 +10.8%
63 ALC ALCON AG Healthcare 868.0 $65K 0.01% +202.0 +30.3% $75.38 -15.6%
64 MKL MARKEL GROUP INC Financial Services 34.0 $65K 0.01% +30.0 +750.0% $1914.06 -3.6%
65 C CITIGROUP INC Financial Services 538.0 $61K 0.01% +268.0 +99.3% $113.41 +8.8%
66 APTIV PLC 576.0 $40K 0.01% +300.0 +108.7% $69.43
67 BRO BROWN & BROWN INC Financial Services 402.0 $26K 0.00% +141.0 +54.0% $65.21 -13.7%
68 TMUS T-MOBILE US INC Communication Services 103.0 $22K 0.00% +101.0 +5050.0% $209.51 -10.2%
69 CPRT COPART INC Industrials 611.0 $20K 0.00% +285.0 +87.4% $33.20 -1.7%
Page 4 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 24.6%
Technology 20.9%
Financial Services 18.9%
Consumer Cyclical 11.3%
Communication Services 10.2%
Basic Materials 5.0%
Industrials 3.9%
Consumer Defensive 3.8%
Real Estate 0.7%
Utilities 0.4%