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Portfolio (Quarterly) Guide ↗

Evelyn Partners Investment Management Services Ltd

· CIK 0002065205
13F Portfolio $798M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 262 New
Page 5 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC Industrials 3,715.0 $1.2M 0.15% NEW $318.51 +28.1%
82 ADBE ADOBE INC Technology 3,367.0 $1.2M 0.15% NEW $349.99 -29.3%
83 TOTALENERGIES SE 17,695.0 $1.2M 0.14% NEW $65.30
84 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 13,985.0 $1.1M 0.14% NEW $82.02 -23.6%
85 CANADIAN PACIFIC KANSAS CITY 15,206.0 $1.1M 0.14% NEW $73.63
86 NFLX NETFLIX INC Communication Services 11,755.0 $1.1M 0.14% NEW $93.76 -7.3%
87 MSCI MSCI INC Financial Services 1,884.0 $1.1M 0.14% NEW $573.73 -0.7%
88 GE GE AEROSPACE Industrials 3,118.0 $960K 0.12% NEW $308.03 -5.4%
89 BLK BLACKROCK INC Financial Services 851.0 $911K 0.11% NEW $1070.34 +1.1%
90 MU MICRON TECHNOLOGY INC Technology 3,058.0 $873K 0.11% NEW $285.41 +171.9%
91 COST COSTCO WHSL CORP NEW Consumer Defensive 997.0 $860K 0.11% NEW $862.34 +20.7%
92 RY ROYAL BK CDA Financial Services 4,578.0 $780K 0.10% NEW $170.49 +5.5%
93 JLL JONES LANG LASALLE INC Real Estate 2,250.0 $757K 0.10% NEW $336.47 -14.1%
94 SLB SLB LIMITED Energy 19,720.0 $757K 0.10% NEW $38.38 +45.3%
95 RACE FERRARI N V Consumer Cyclical 1,918.0 $718K 0.09% NEW $374.35 -11.3%
96 DE DEERE & CO Industrials 1,526.0 $710K 0.09% NEW $465.57 +23.4%
97 NKE NIKE INC Consumer Cyclical 10,819.0 $689K 0.09% NEW $63.71 -34.0%
98 UBS UBS GROUP AG Financial Services 12,109.0 $565K 0.07% NEW $46.63 -0.6%
99 ABBV ABBVIE INC Healthcare 2,410.0 $551K 0.07% NEW $228.49 -7.9%
100 CRM SALESFORCE INC Technology 2,024.0 $536K 0.07% NEW $264.91 -36.7%
Page 5 of 14  ·  262 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
Technology 22.9%
Financial Services 20.6%
Healthcare 14.3%
Consumer Cyclical 12.9%
Communication Services 12.5%
Consumer Defensive 6.0%
Industrials 4.9%
Basic Materials 4.7%
Real Estate 0.7%
Energy 0.4%