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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 9 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FSLR FIRST SOLAR INC Energy 371.0 $73K 0.01% $197.26 +17.4%
162 MRK MERCK & CO INC Healthcare 608.0 $73K 0.01% $120.29 -5.7%
163 NXPI NXP SEMICONDUCTORS N V Technology 365.0 $72K 0.01% -165.0 -31.1% $196.86 +49.4%
164 CTVA CORTEVA INC Basic Materials 825.0 $69K 0.01% $83.71 -0.5%
165 ITA ISHARES TR 313.0 $68K 0.01% $218.75 -0.8%
166 COIN COINBASE GLOBAL INC Financial Services 391.0 $68K 0.01% -2.0 -0.5% $174.61 +21.4%
167 BMO BANK MONTREAL MEDIUM Financial Services 500.0 $68K 0.01% $135.40 +12.6%
168 OTIS OTIS WORLDWIDE CORP Industrials 878.0 $68K 0.01% $77.08 -5.2%
169 ALC ALCON AG Healthcare 868.0 $65K 0.01% +202.0 +30.3% $75.38 -15.6%
170 MKL MARKEL GROUP INC Financial Services 34.0 $65K 0.01% +30.0 +750.0% $1914.06 -3.6%
171 C CITIGROUP INC Financial Services 538.0 $61K 0.01% +268.0 +99.3% $113.41 +8.8%
172 CPA COPA HOLDINGS SA Industrials 528.0 $60K 0.01% $113.61 +19.3%
173 KEYS KEYSIGHT TECHNOLOGIES INC Technology 210.0 $59K 0.01% $282.37 +28.0%
174 PPTA PERPETUA RESOURCES CORP Basic Materials 2,014.0 $57K 0.01% $28.13 +10.6%
175 VGT VANGUARD WORLD FD 78.0 $54K 0.01% $697.72 -83.8%
176 PCT PURECYCLE TECHNOLOGIES INC Industrials 10,432.0 $54K 0.01% $5.19 +138.7%
177 WST WEST PHARMACEUTICAL SVSC INC Healthcare 215.0 $54K 0.01% NEW $250.64 +19.8%
178 ORCL ORACLE CORP Technology 360.0 $53K 0.01% $147.11 +33.0%
179 VSGX VANGUARD WORLD FD 682.0 $49K 0.01% -103.0 -13.1% $71.73 +9.5%
180 SLF SUN LIFE FINANCIAL INC. Financial Services 776.0 $49K 0.01% $62.63 +14.4%
Page 9 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%