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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 12 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CC CHEMOURS CO Basic Materials 975.0 $21K 0.00% $22.03 +5.0%
222 QCLN FIRST TR EXCHANGE-TRADED FD 458.0 $21K 0.00% $46.47 +31.7%
223 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 317.0 $21K 0.00% $67.07 +31.6%
224 MELI MERCADOLIBRE INC Consumer Cyclical 12.0 $21K 0.00% NEW $1729.00 -7.0%
225 CPRT COPART INC Industrials 611.0 $20K 0.00% +285.0 +87.4% $33.20 -1.7%
226 VRSK VERISK ANALYTICS INC Industrials 105.0 $20K 0.00% NEW $189.75 -17.3%
227 EMR EMERSON ELEC CO Industrials 149.0 $20K 0.00% NEW $131.02 +5.2%
228 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 150.0 $19K 0.00% $125.46 +5.7%
229 CM CANADIAN IMPERIAL BANK OF CO Financial Services 185.0 $18K 0.00% $94.74 +17.5%
230 IHI ISHARES TR 320.0 $17K 0.00% $53.35 -9.2%
231 VMC VULCAN MATLS CO Basic Materials 62.0 $17K 0.00% NEW $272.31 +1.0%
232 UNILEVER PLC 296.0 $17K 0.00% -439.0 -59.7% $56.97
233 LULU LULULEMON ATHLETICA INC Consumer Cyclical 110.0 $17K 0.00% $153.10 -20.9%
234 AXP AMERICAN EXPRESS CO Financial Services 55.0 $17K 0.00% $302.47 +3.6%
235 SHEL SHELL PLC Energy 178.0 $17K 0.00% $93.00 -9.1%
236 OXY OCCIDENTAL PETE CORP Energy 250.0 $16K 0.00% $65.00 -12.6%
237 EW EDWARDS LIFESCIENCES CORP Healthcare 199.0 $16K 0.00% NEW $80.08 +1.6%
238 KHC KRAFT HEINZ CO Consumer Defensive 700.0 $16K 0.00% $22.49 +3.6%
239 MRNA MODERNA INC Healthcare 304.0 $15K 0.00% $50.80 -1.5%
240 ARES ARES MANAGEMENT CORPORATION Financial Services 135.0 $15K 0.00% NEW $109.10 +13.1%
Page 12 of 15  ·  281 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%