Evelyn Partners Investment Management LLP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
American Water Works Company, Inc.	—	$8.12M	62,188	0.2%
Eaton Corp plc	—	$8.28M	25,987	0.2%
EXXON MOBIL CORP	—	$8.34M	69,277	0.2%
DEERE & CO	—	$9.00M	19,333	0.2%
COSTCO WHOLESALE CORP /NEW	—	$9.42M	10,924	0.3%
Broadcom Inc.	—	$9.52M	27,499	0.3%
American Tower Corp	—	$9.58M	54,579	0.3%
Interactive Brokers Group Inc	—	$10.49M	163,138	0.3%
Ferguson Enterprises Inc. /DE	—	$11.04M	49,593	0.3%
CISCO SYSTEMS, INC.	—	$11.63M	150,943	0.3%
Walt Disney Co	—	$12.97M	114,009	0.4%
BOSTON SCIENTIFIC CORP	—	$13.53M	141,888	0.4%
AMPHENOL CORP /DE	—	$14.21M	105,134	0.4%
CHEVRON CORP	—	$15.81M	103,729	0.4%
BURFORD CAP LTD	—	$16.42M	1,829,353	0.5%
Markel Group Inc	—	$16.45M	7,651	0.5%
INTUIT INC.	—	$16.96M	25,606	0.5%
Netflix Inc	—	$17.75M	189,331	0.5%
FREEPORT-MCMORAN INC	—	$17.75M	349,543	0.5%
PROCTER & GAMBLE Co	—	$18.35M	128,042	0.5%
Newmont Corp	—	$18.67M	186,964	0.5%
MCDONALD'S CORP	—	$19.35M	63,321	0.5%
GE HealthCare Technologies Inc.	—	$19.46M	237,279	0.5%
TotalEnergies SE	—	$22.26M	340,877	0.6%
AGNICO EAGLE MINES LTD	—	$22.28M	131,375	0.6%
Blackstone Inc	—	$23.59M	153,033	0.7%
FERRARI N V	—	$24.90M	66,528	0.7%
ROPER TECHNOLOGIES INC	—	$25.44M	57,143	0.7%
Walmart Inc.	—	$26.43M	237,236	0.7%
Smurfit Westrock plc	—	$26.72M	691,023	0.7%
DANAHER CORP /DE	—	$27.83M	121,592	0.8%
JOHNSON & JOHNSON	—	$28.51M	137,774	0.8%
Intuitive Surgical Inc	—	$30.36M	53,599	0.8%
TJX Cos Inc/The	—	$30.54M	198,801	0.8%
NEXTERA ENERGY INC	—	$32.56M	405,615	0.9%
IDEX CORP /DE	—	$32.98M	185,359	0.9%
BANK OF AMERICA CORP /DE	—	$35.34M	642,622	1.0%
AUTOZONE INC	—	$35.49M	10,465	1.0%
THE GOLDMAN SACHS GROUP, INC.	—	$36.68M	41,729	1.0%
SPROTT ASSET MANAGEMENT LP	—	$37.17M	811,531	1.0%
Zoetis Inc.	—	$38.16M	303,314	1.1%
LINDE PLC	—	$38.54M	90,379	1.1%
Mastercard Inc	—	$40.86M	71,566	1.1%
NASDAQ, Inc.	—	$41.79M	430,244	1.2%
S&P Global Inc.	—	$42.04M	80,453	1.2%
Alphabet Inc.	—	$43.18M	137,592	1.2%
UNITEDHEALTH GROUP INC	—	$55.11M	166,939	1.5%
THERMO FISHER SCIENTIFIC INC.	—	$60.47M	104,357	1.7%
COCA COLA CO	—	$67.80M	969,870	1.9%
Meta Platforms Inc	—	$70.93M	107,457	2.0%