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Evelyn Partners Investment Management LLP

All holdings · as of Dec 31, 2025

413 positions

CompanyClassValueShares% of portfolio
JANUS HENDERSON GROUP PLC—$12.4K2600.0%
Copart Inc—$11.7K3000.0%
ROGERS COMMUNICATIONS INC—$11.3K3000.0%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$11.1K520.0%
VANGUARD WORLD FD—$10.7K850.0%
BellRing Brands Inc—$10.7K3990.0%
Ovintiv Inc.—$10.5K2690.0%
LITTELFUSE INC /DE—$10.1K400.0%
Fortive Corp—$10.1K1830.0%
Warner Bros. Discovery, Inc.—$9.9K3430.0%
ISHARES TR—$9.7K800.0%
Airbnb, Inc.—$9.5K700.0%
CHURCH & DWIGHT CO INC /DE—$9.1K1090.0%
FAIR ISAAC CORP—$8.5K50.0%
TransUnion—$8.4K980.0%
HCA Healthcare, Inc.—$8.4K180.0%
Fortinet Inc—$8.2K1030.0%
IDEXX LABORATORIES INC /DE—$8.1K120.0%
Arcutis Biotherapeutics, Inc.—$7.8K2700.0%
PETROLEO BRASILEIRO S.A. PETROBRAS—$7.7K6500.0%
CADIZ INCCDZICommon Stock$7.7K1,3660.0%
ALBEMARLE CORP—$7.5K530.0%
Zimmer Biomet Holdings Inc—$7.2K800.0%
Kyndryl Holdings, Inc.—$7.2K2700.0%
Baidu, Inc.BIDUADR$7.1K540.0%
SYNOPSYS INC—$7.0K150.0%
ADIENT PLC—$6.0K3130.0%
Alexandria Real Estate Equities Inc—$5.9K1200.0%
GRAIL, Inc.—$5.2K610.0%
Coterra Energy Inc.—$4.6K1760.0%
NEOGEN CORP—$3.9K5540.0%
Apellis Pharmaceuticals, Inc.—$3.8K1500.0%
Ralliant Corp—$3.1K610.0%
Fortune Brands Innovations, Inc.—$3.0K600.0%
TAKEDA PHARMACEUTICAL CO LTDTAKADR$2.6K1670.0%
Arthur J. Gallagher & Co.—$2.6K100.0%
NOKIA CORP—$2.4K3680.0%
NORTHERN DYNASTY MINERALS LT—$2.4K1,2000.0%
PROTHENA CORP PUBLIC LTD CO—$1.9K1990.0%
VANECK ETF TRUST—$1.7K200.0%
LITHIUM ARGENTINA AG—$1.7K3000.0%
UBIQUITI INC—$1.7K30.0%
SKYWORKS SOLUTIONS, INC.—$1.6K260.0%
LITHIUM AMERICAS CORP.LACCommon Stock$1.3K3000.0%
Chemours Co—$1.2K1030.0%
VANECK ETF TRUST—$1.0K100.0%
VANGUARD WORLD FD—$86430.0%
NEXXEN INTL LTD—$8311270.0%
Gen Digital Inc.—$816300.0%
CEVA INC—$796370.0%
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