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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 13 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 480.0 $14K 0.00% $30.12 +17.2%
242 SBUX STARBUCKS CORP Consumer Cyclical 157.0 $14K 0.00% $89.59 +18.8%
243 SAP SAP SE Technology 76.0 $13K 0.00% $171.21 -4.1%
244 ICICI BANK LIMITED 498.0 $13K 0.00% NEW $25.90
245 DNN DENISON MINES CORP Energy 3,563.0 $13K 0.00% $3.55 -1.6%
246 RIO RIO TINTO PLC Basic Materials 135.0 $13K 0.00% $93.29 +17.5%
247 SNY SANOFI SA Healthcare 254.0 $12K 0.00% -44.0 -14.8% $48.18 -11.1%
248 SN SHARKNINJA INC Consumer Cyclical 114.0 $12K 0.00% -14.0 -10.9% $105.90 +0.8%
249 SOXX ISHARES TR 36.0 $12K 0.00% $328.67 +54.9%
250 DB DEUTSCHE BK AG Financial Services 391.0 $11K 0.00% -1K -72.7% $29.02 +9.4%
251 BHP BHP BILLITON LIMITED Basic Materials 155.0 $11K 0.00% $72.74 +16.0%
252 ANGLOGOLD ASHANTI PLC 114.0 $11K 0.00% $97.36
253 EWG ISHARES INC 259.0 $10K 0.00% -29K -99.1% $39.67 +4.3%
254 WBD WARNER BROS DISCOVERY INC Communication Services 343.0 $9K 0.00% $27.46 -1.2%
255 GD GENERAL DYNAMICS CORP Industrials 26.0 $9K 0.00% $343.23 -0.8%
256 MGNI MAGNITE INC Communication Services 703.0 $8K 0.00% $11.88 +4.5%
257 ENPH ENPHASE ENERGY INC Energy 207.0 $8K 0.00% $37.81 +27.0%
258 VLTO VERALTO CORP Industrials 82.0 $7K 0.00% $88.41 -3.6%
259 COP CONOCOPHILLIPS Energy 50.0 $7K 0.00% -25.0 -33.3% $132.00 -9.9%
260 RIOT RIOT PLATFORMS INC Financial Services 504.0 $6K 0.00% $12.36 +99.2%
Page 13 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%