Evelyn Partners Investment Management LLP

$3.7B reported 13(f) long value · latest quarter 2026-03-31 · CIK 2065206 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.7B
ALL retained default holdings for this (filer, period), including NULL-value ones: 410
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 15
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$325M	+1,675,125	$0	$325M	—	1,675,125
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$64.8M	+31,118	$325M	$260M	672,530	703,648
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$22.7M	+23,119	$281M	$259M	1,219,180	1,242,299
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$31.7M	−28,211	$290M	$258M	925,561	897,350
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$5.6M	+25,980	$157M	$151M	840,403	866,383
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	TRIM	+$11.3M	−12,048	$137M	$148M	450,249	438,201
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$5.5M	+2,267	$140M	$135M	279,184	281,451
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$20.6M	−10,181	$127M	$106M	362,056	351,875
position key `pos:11017` · issuer key `iss:2082` ORD	TRIM	−$23.3M	−27,324	$129M	$106M	1,035,861	1,008,537
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$2.4M	+18,493	$107M	$104M	391,945	410,438
position key `pos:15220` · issuer key `iss:1725` COM	TRIM	−$6.7M	−1,863	$94.0M	$87.2M	267,314	265,451
position key `pos:11267` · issuer key `iss:2257` COM	ADD	+$4.0M	+899	$82.7M	$86.6M	264,903	265,802
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$3.0M	+15,530	$87.3M	$84.3M	270,892	286,422
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$7.8M	+23,903	$67.8M	$75.6M	969,870	993,773
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$2.1M	+12,786	$70.9M	$68.8M	107,457	120,243
position key `pos:10854` · issuer key `iss:300` COM	TRIM	−$23.9M	−1,357	$85.0M	$61.1M	15,870	14,513
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$6.8M	+4,783	$60.5M	$53.6M	104,357	109,140
position key `pos:12681` · issuer key `iss:2154` SHS	TRIM	+$5.9M	−770	$38.5M	$44.4M	90,379	89,609
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$10.5M	+58,179	$32.6M	$43.1M	405,615	463,794
position key `pos:13458` · issuer key `iss:952` COM	ADD	+$5.9M	+19,932	$33.0M	$38.9M	185,359	205,291
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$4.9M	−4,102	$43.2M	$38.3M	137,592	133,490
position key `pos:14497` · issuer key `iss:197` COM	ADD	+$2.6M	+825	$35.5M	$38.1M	10,465	11,290
position key `sid:sec:prov:51994f8a46b3655c3591e043fc86d92e` · issuer key `cusip6:85208R` PHYSICAL GOLD AN	TRIM	+$893K	−13,941	$37.2M	$38.1M	811,531	797,590
position key `pos:12498` · issuer key `iss:1272` COM	TRIM	−$5.5M	−2,177	$41.8M	$36.3M	430,244	428,067
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$1.6M	+49,336	$35.3M	$33.7M	642,622	691,958
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$8.5M	−1,546	$42.0M	$33.6M	80,453	78,907
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$3.3M	−2,259	$36.7M	$33.4M	41,729	39,470
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$4.5M	−2,708	$28.5M	$33.0M	137,774	135,066
position key `pos:11479` · issuer key `iss:2017` ACT	ADD	+$10.5M	+9,146	$22.3M	$32.7M	340,877	350,023
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$8.6M	−6,975	$40.9M	$32.3M	71,566	64,591
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$58.1K	−7,217	$30.5M	$30.6M	198,801	191,584
position key `pos:17783` · issuer key `iss:1730` SHS	NEW	+$29.0M	+444,828	$0	$29.0M	—	444,828
position key `pos:16805` · issuer key `iss:997` COM NEW	ADD	−$1.6M	+8,874	$30.4M	$28.8M	53,599	62,473
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$1.2M	−14,772	$26.4M	$27.6M	237,236	222,464
position key `pos:11897` · issuer key `iss:2010` CL A	TRIM	−$10.8M	−71,605	$38.2M	$27.4M	303,314	231,709
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$29.3M	−71,430	$55.1M	$25.8M	166,939	95,509
position key `pos:17250` · issuer key `iss:54` COM	TRIM	+$3.4M	−4,650	$22.3M	$25.7M	131,375	126,725
position key `pos:11907` · issuer key `iss:2219` SHS	TRIM	−$2.7M	−87,647	$26.7M	$24.0M	691,023	603,376
position key `pos:10501` · issuer key `iss:779` CL B	ADD	+$5.5M	+45,683	$17.8M	$23.2M	349,543	395,226
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$4.9M	−3,618	$15.8M	$20.7M	103,729	100,111
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$2.2M	+18,279	$17.8M	$20.0M	189,331	207,610
position key `pos:13933` · issuer key `iss:1307` COM	TRIM	+$682K	−8,205	$18.7M	$19.4M	186,964	178,759
position key `pos:15235` · issuer key `iss:125` CL A	ADD	+$4.7M	+44,876	$14.2M	$19.0M	105,134	150,010
position key `pos:15144` · issuer key `iss:556` COM	TRIM	−$8.9M	−21,914	$27.8M	$18.9M	121,592	99,678
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$9.0M	+32,470	$9.5M	$18.6M	27,499	59,969
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$1.1M	−4,533	$19.4M	$18.3M	63,321	58,788
position key `pos:13832` · issuer key `iss:996` COM	ADD	−$599K	+12,237	$17.0M	$16.4M	25,606	37,843
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$7.9M	+26,428	$8.3M	$16.2M	69,277	95,705
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$2.4M	−17,376	$18.3M	$16.0M	128,042	110,666
position key `pos:16215` · issuer key `iss:2289` COM	TRIM	−$9.1M	−19,945	$24.9M	$15.8M	66,528	46,583
position key `pos:11906` · issuer key `iss:1183` COM	ADD	−$1.6M	+121	$16.4M	$14.9M	7,651	7,772
position key `pos:15622` · issuer key `iss:282` COM	TRIM	−$9.0M	−26,183	$23.6M	$14.6M	153,033	126,850
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$901K	+10,518	$11.6M	$12.5M	150,943	161,461
position key `pos:17897` · issuer key `iss:729` COMMON STOCK NEW	TRIM	+$314K	−915	$11.0M	$11.4M	49,593	48,678
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$1.8M	+353	$9.4M	$11.2M	10,924	11,277
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$2.3M	−2,941	$13.0M	$10.7M	114,009	111,068
position key `pos:13471` · issuer key `iss:562` COM	TRIM	+$1.7M	−341	$9.0M	$10.7M	19,333	18,992
position key `pos:14095` · issuer key `iss:307` COM	ADD	−$2.9M	+26,883	$13.5M	$10.6M	141,888	168,771
position key `pos:16356` · issuer key `iss:795` COMMON STOCK	TRIM	−$9.0M	−89,949	$19.5M	$10.5M	237,279	147,330
position key `pos:13075` · issuer key `iss:985` COM CL A	TRIM	−$562K	−15,096	$10.5M	$9.9M	163,138	148,042
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$685K	−929	$8.3M	$9.0M	25,987	25,058
position key `pos:11572` · issuer key `iss:1968` COM	TRIM	+$605K	−2,434	$8.0M	$8.6M	68,106	65,672
position key `pos:12693` · issuer key `iss:114` COM	TRIM	+$222K	−924	$8.1M	$8.3M	62,188	61,264
position key `pos:14782` · issuer key `iss:1406` COM	ADD	+$34.4K	+6,494	$7.8M	$7.8M	42,157	48,651
position key `pos:16195` · issuer key `iss:1493` COM	TRIM	+$68.1K	−1,544	$7.7M	$7.8M	60,209	58,665
position key `pos:15442` · issuer key `iss:356` COM	TRIM	+$44.8K	−1,905	$7.4M	$7.5M	27,277	25,372
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	+$340K	−590	$6.9M	$7.3M	17,483	16,893
position key `pos:15863` · issuer key `iss:1123` COM	ADD	+$1.1M	+2,040	$5.6M	$6.6M	5,188	7,228
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$1.7M	−2,227	$8.0M	$6.3M	63,458	61,231
position key `pos:14585` · issuer key `iss:1246` CL A	ADD	+$485K	+1,680	$5.5M	$6.0M	101,974	103,654
position key `pos:11577` · issuer key `iss:167` COM SHS	TRIM	−$587K	−1,506	$6.4M	$5.8M	48,729	47,223
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	−$570K	−6,926	$6.2M	$5.6M	42,942	36,016
position key `pos:14039` · issuer key `iss:112` COM	TRIM	−$4.1M	−22,858	$9.6M	$5.5M	54,579	31,721
position key `pos:18169` · issuer key `iss:1577` COM	TRIM	−$333K	−255	$5.6M	$5.3M	32,859	32,604
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	TRIM	−$2.3M	−2,034	$7.2M	$4.9M	26,929	24,895
position key `pos:17193` · issuer key `iss:2063` ORD SHS	TRIM	−$11.7M	−777,450	$16.4M	$4.8M	1,829,353	1,051,903
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$888K	+641	$3.7M	$4.6M	90,388	91,029
position key `pos:10743` · issuer key `iss:1088` COM	TRIM	+$560K	−397	$4.0M	$4.5M	13,514	13,117
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$2.2M	−1,056	$6.7M	$4.5M	25,171	24,115
position key `pos:10193` · issuer key `iss:1574` COM	TRIM	−$20.9M	−44,426	$25.4M	$4.5M	57,143	12,717
position key `pos:12449` · issuer key `iss:621` COM	NEW	+$4.5M	+30,864	$0	$4.5M	—	30,864
position key `pos:15560` · issuer key `iss:1973` COM	TRIM	+$759K	−115	$3.6M	$4.4M	60,529	60,414
position key `pos:12367` · issuer key `iss:1627` COM STK	ADD	+$1.1M	+287	$3.2M	$4.2M	82,342	82,629
position key `pos:13876` · issuer key `iss:917` COM	TRIM	−$447K	−5,028	$4.3M	$3.9M	22,273	17,245
position key `pos:17214` · issuer key `iss:298` COM	ADD	+$1.4M	+7,657	$1.9M	$3.3M	8,690	16,347
position key `pos:13768` · issuer key `iss:1651` COM	TRIM	−$74.7K	−122	$3.3M	$3.2M	10,216	10,094
position key `pos:17594` · issuer key `iss:1808` COM NEW	TRIM	−$35.5K	−55	$3.2M	$3.2M	34,069	34,014
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$485K	−143	$2.5M	$3.0M	4,322	4,179
position key `pos:13590` · issuer key `iss:1189` COM	TRIM	−$466K	−489	$3.3M	$2.8M	5,233	4,744
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$427K	−2,991	$3.1M	$2.7M	26,804	23,813
position key `pos:14381` · issuer key `iss:2293` ORD SHS	TRIM	−$3.6M	−212,733	$6.3M	$2.7M	395,397	182,664
position key `pos:16004` · issuer key `iss:1161` COM	TRIM	−$286K	−199	$3.0M	$2.7M	5,160	4,961
position key `pos:15708` · issuer key `iss:1187` COM	TRIM	−$650K	−2,529	$3.2M	$2.6M	17,495	14,966
position key `pos:11814` · issuer key `iss:371` COM	TRIM	−$2.2M	−5,922	$4.8M	$2.6M	15,213	9,291
position key `pos:10434` · issuer key `iss:482` COM	TRIM	+$72.1K	−1,405	$2.4M	$2.5M	30,899	29,494
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$484K	−23	$2.7M	$2.3M	6,098	6,075
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$499K	−85	$2.6M	$2.1M	8,894	8,809
position key `sid:sec:prov:dc4462d5012498b46ee7f6e0a2a0b533` · issuer key `cusip6:464286` MSCI WORLD ETF	ADD	+$205K	+1,460	$1.9M	$2.1M	10,074	11,534
position key `pos:10904` · issuer key `iss:1569` COM	ADD	+$1.2M	+3,418	$915K	$2.1M	2,353	5,771
position key `pos:10423` · issuer key `iss:387` COM	TRIM	−$77.2K	−2,828	$2.1M	$2.0M	28,821	25,993

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 197

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	NO CHANGE	−$239K	$4.0M	$3.7M	6,435	6,435
position key `pos:11570` · issuer key `iss:1599` TR UNIT	NO CHANGE	−$112K	$2.4M	$2.3M	3,559	3,559
position key `sid:sec:prov:3810be70acbc4a9e01193709ab22fd3e` · issuer key `cusip6:46429B` 0-5 YR TIPS ETF	NO CHANGE	+$19.6K	$1.9M	$1.9M	18,825	18,825
position key `pos:14503` · issuer key `iss:1578` SPON ADS	NO CHANGE	+$338K	$1.3M	$1.6M	17,297	17,297
position key `pos:16441` · issuer key `iss:16` COM	NO CHANGE	+$171K	$1.0M	$1.2M	41,108	41,108
position key `pos:12868` · issuer key `iss:2060` PARTNERSHIP UNIT	NO CHANGE	+$168K	$808K	$976K	29,898	29,898
position key `pos:15112` · issuer key `iss:1981` JAPAN OPPORTUNIT	NO CHANGE	+$118K	$689K	$807K	14,847	14,847
position key `pos:11840` · issuer key `iss:1031` COM	NO CHANGE	−$364K	$1.1M	$726K	17,596	17,596
position key `pos:16667` · issuer key `iss:362` COM	NO CHANGE	+$81.8K	$618K	$700K	17,046	17,046
position key `pos:11556` · issuer key `iss:1854` SPON ADR NEW	NO CHANGE	−$102K	$790K	$688K	12,078	12,078
position key `pos:11166` · issuer key `iss:640` COM	NO CHANGE	−$1.5K	$683K	$682K	3,345	3,345
position key `pos:12281` · issuer key `iss:1321` COM	NO CHANGE	+$13.7K	$627K	$641K	4,590	4,590
position key `pos:10715` · issuer key `iss:916` COM	NO CHANGE	−$29.0K	$657K	$628K	1,909	1,909
position key `pos:15015` · issuer key `iss:92` COM	NO CHANGE	+$75.9K	$525K	$601K	9,112	9,112
position key `pos:11213` · issuer key `iss:1227` COM	NO CHANGE	+$8.3K	$593K	$601K	9,300	9,300
position key `pos:13408` · issuer key `iss:2003` COM	NO CHANGE	+$15.5K	$560K	$576K	3,702	3,702
position key `pos:14354` · issuer key `iss:2031` SHS CL A	NO CHANGE	−$50.4K	$591K	$541K	1,675	1,675
position key `pos:11361` · issuer key `iss:1042` COM	NO CHANGE	−$162K	$592K	$429K	4,640	4,640
position key `pos:14916` · issuer key `iss:1946` COM	NO CHANGE	+$18.7K	$409K	$427K	1,860	1,860
position key `pos:16011` · issuer key `iss:1981` JAPN HEDGE EQT	NO CHANGE	+$38.5K	$384K	$423K	2,667	2,667
position key `sid:sec:prov:dc3d92b15ae7345d7d553d8453d64a59` · issuer key `cusip6:33734X` CLOUD COMPUTING	NO CHANGE	−$80.0K	$502K	$422K	3,860	3,860
position key `pos:13619` · issuer key `iss:2145` SHS	NO CHANGE	+$33.2K	$355K	$388K	2,965	2,965
position key `pos:18253` · issuer key `iss:1731` COM	NO CHANGE	+$113K	$231K	$344K	5,200	5,200
position key `pos:17734` · issuer key `iss:1055` COM	NO CHANGE	+$95.3K	$245K	$340K	1,204	1,204
position key `pos:15008` · issuer key `iss:318` COM	NO CHANGE	+$35.8K	$288K	$324K	5,339	5,339
position key `pos:10708` · issuer key `iss:1205` COM NON VTG	NO CHANGE	−$110K	$424K	$314K	6,220	6,220
position key `pos:11644` · issuer key `iss:1714` COM	NO CHANGE	−$6.0K	$315K	$309K	2,445	2,445
position key `pos:16439` · issuer key `iss:520` COM	NO CHANGE	+$107K	$194K	$302K	2,220	2,220
position key `pos:18057` · issuer key `iss:231` COM	NO CHANGE	+$11.4K	$268K	$279K	2,064	2,064
position key `pos:11633` · issuer key `iss:673` COM	NO CHANGE	+$60.8K	$218K	$278K	284	284
position key `pos:15445` · issuer key `iss:84` COM	NO CHANGE	−$1.1K	$279K	$278K	1,342	1,342
position key `pos:17664` · issuer key `iss:8` COM	NO CHANGE	+$25.5K	$231K	$256K	2,210	2,210
position key `pos:11665` · issuer key `iss:523` COM	NO CHANGE	+$51.0K	$205K	$256K	3,055	3,055
position key `pos:11693` · issuer key `iss:1834` CL A	NO CHANGE	−$32.8K	$284K	$252K	2,000	2,000
position key `pos:14489` · issuer key `iss:234` COM	NO CHANGE	−$16.1K	$266K	$250K	3,610	3,610
position key `pos:16130` · issuer key `iss:1508` COMMON STOCK	NO CHANGE	+$66.0K	$160K	$226K	1,958	1,958
position key `pos:16185` · issuer key `iss:647` COM	NO CHANGE	−$2.7K	$212K	$210K	1,600	1,600
position key `pos:16952` · issuer key `iss:1013` MSCI AC ASIA ETF	NO CHANGE	+$6.8K	$200K	$207K	2,150	2,150
position key `sid:sec:prov:e26ceb527516bdb001b455b4f9f426da` · issuer key `cusip6:53700T` IMGP DBI MANAGED	NO CHANGE	+$13.1K	$175K	$188K	6,250	6,250
position key `pos:11866` · issuer key `iss:612` COM	NO CHANGE	+$22.0K	$158K	$180K	3,920	3,920
position key `pos:11786` · issuer key `iss:539` COM	NO CHANGE	−$4.8K	$180K	$175K	1,750	1,750
position key `sid:sec:prov:1b5743af783a25466b9adb0437dd0e26` · issuer key `cusip6:464286` MSCI PAC JP ETF	NO CHANGE	+$8.8K	$167K	$175K	3,300	3,300
position key `pos:12980` · issuer key `iss:964` SPONSORED ADR	NO CHANGE	−$54.3K	$225K	$170K	12,600	12,600
position key `pos:11761` · issuer key `iss:605` COM	NO CHANGE	+$71.6K	$91.7K	$163K	3,921	3,921
position key `pos:16680` · issuer key `iss:1336` COM	NO CHANGE	+$28.4K	$128K	$156K	2,066	2,066
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	NO CHANGE	−$12.2K	$158K	$146K	1,100	1,100
position key `pos:12766` · issuer key `iss:1817` COM	NO CHANGE	+$810	$145K	$146K	500	500
position key `pos:15818` · issuer key `iss:1742` COM	NO CHANGE	−$4.5K	$140K	$136K	1,900	1,900
position key `pos:10478` · issuer key `iss:460` COM	NO CHANGE	+$24.0K	$108K	$132K	460	460
position key `pos:13354` · issuer key `iss:367` COM	NO CHANGE	−$13.6K	$143K	$129K	1,800	1,800
position key `pos:17674` · issuer key `iss:728` COM	NO CHANGE	+$24.2K	$104K	$128K	360	360
position key `pos:17173` · issuer key `iss:1138` COM	NO CHANGE	+$25.1K	$101K	$126K	208	208
position key `pos:14412` · issuer key `iss:949` ADR	NO CHANGE	−$18.7K	$143K	$124K	4,801	4,801
position key `sid:sec:prov:690ba144fac451f122e4913d75e3c497` · issuer key `cusip6:368802` COM	NO CHANGE	−$552	$125K	$124K	2,125	2,125
position key `pos:10218` · issuer key `iss:2015` NAMEN AKT	NO CHANGE	−$42.0K	$165K	$123K	4,250	4,250
position key `pos:15723` · issuer key `iss:565` CL C	NO CHANGE	+$28.2K	$92.8K	$121K	737	737
position key `pos:11992` · issuer key `iss:2256` COM SHS	NO CHANGE	+$35.8K	$83.7K	$120K	940	940
position key `pos:10534` · issuer key `iss:1213` COM	NO CHANGE	−$19.4K	$137K	$118K	68	68
position key `pos:14744` · issuer key `iss:1934` COM	NO CHANGE	+$4.0K	$112K	$116K	570	570
position key `pos:15134` · issuer key `iss:1844` COM NEW	NO CHANGE	−$3.0K	$118K	$115K	2,220	2,220
position key `pos:16716` · issuer key `iss:633` COM	NO CHANGE	+$1.5K	$113K	$115K	432	432
position key `pos:16000` · issuer key `iss:215` SPONSORED ADR	NO CHANGE	+$29.2K	$82.7K	$112K	2,382	2,382
position key `pos:12696` · issuer key `iss:1845` COM	NO CHANGE	−$14.9K	$124K	$109K	1,521	1,521
position key `pos:18104` · issuer key `iss:233` COM	NO CHANGE	+$2.3K	$106K	$109K	915	915
position key `pos:14360` · issuer key `iss:1327` SPONSORED ADR	NO CHANGE	+$10.4K	$96.5K	$107K	700	700
position key `pos:10600` · issuer key `iss:821` COM	NO CHANGE	+$12.7K	$94.0K	$107K	766	766
position key `pos:14728` · issuer key `iss:811` COM	NO CHANGE	−$26.4K	$132K	$106K	2,846	2,846
position key `pos:13047` · issuer key `iss:1012` EXPND TEC SC ETF	NO CHANGE	−$9.2K	$112K	$103K	865	865
position key `pos:16143` · issuer key `iss:448` COM NEW	NO CHANGE	+$38.6K	$58.5K	$97.1K	250	250
position key `pos:17039` · issuer key `iss:776` CL A COM	NO CHANGE	−$24.1K	$120K	$95.8K	1,640	1,640
position key `pos:16072` · issuer key `iss:1370` COM	NO CHANGE	−$30.4K	$124K	$93.4K	635	635
position key `sid:sec:prov:6c3809cfb340b37b69af5d13eb003502` · issuer key `cusip6:33734G` COM	NO CHANGE	+$3.5K	$82.2K	$85.7K	3,010	3,010
position key `pos:17262` · issuer key `iss:2139` SHS	NO CHANGE	−$6.9K	$91.2K	$84.3K	3,470	3,470
position key `pos:10301` · issuer key `iss:959` COM NEW	NO CHANGE	+$28.0K	$54.4K	$82.4K	630	630
position key `pos:10654` · issuer key `iss:844` COM	NO CHANGE	+$6.1K	$74.7K	$80.7K	74	74
position key `pos:16848` · issuer key `iss:538` COM	NO CHANGE	−$7.2K	$84.4K	$77.2K	950	950
position key `pos:16278` · issuer key `iss:390` COM	NO CHANGE	−$24.4K	$98.6K	$74.2K	407	407
position key `pos:16504` · issuer key `iss:1251` COM	NO CHANGE	−$12.7K	$86.8K	$74.2K	170	170
position key `pos:16804` · issuer key `iss:1945` COM	NO CHANGE	−$5.8K	$77.9K	$72.1K	444	444
position key `pos:11588` · issuer key `iss:1058` COM	NO CHANGE	−$3.2K	$73.7K	$70.4K	730	730
position key `pos:14773` · issuer key `iss:2228` ORD SHS	NO CHANGE	−$6.0K	$73.9K	$67.9K	325	325
position key `pos:15281` · issuer key `iss:1346` COM	NO CHANGE	+$23.9K	$41.1K	$65.0K	1,000	1,000
position key `sid:sec:prov:68e0167561be56366c5e5fc78bb6403e` · issuer key `cusip6:H17182` NAMEN AKT	NO CHANGE	−$6.3K	$68.2K	$61.8K	1,300	1,300
position key `pos:15131` · issuer key `iss:87` COM	NO CHANGE	−$11.7K	$69.6K	$57.9K	175	175
position key `pos:12048` · issuer key `iss:665` COM	NO CHANGE	+$10.0K	$46.2K	$56.2K	500	500
position key `pos:16273` · issuer key `iss:1177` COM	NO CHANGE	−$505	$55.7K	$55.2K	1,873	1,873
position key `pos:15492` · issuer key `iss:355` COM	NO CHANGE	−$1.7K	$56.1K	$54.4K	204	204
position key `sid:sec:prov:689fe9c365569687cf1e13e32787d140` · issuer key `cusip6:33737J` EMERG MKT ALPH	NO CHANGE	+$4.7K	$49.2K	$53.9K	1,800	1,800
position key `pos:16440` · issuer key `iss:637` COM	NO CHANGE	−$3.4K	$55.8K	$52.5K	655	655
position key `pos:17533` · issuer key `iss:1509` COM	NO CHANGE	−$16.9K	$68.4K	$51.5K	400	400
position key `pos:10721` · issuer key `cusip6:92204A` FINANCIALS ETF	NO CHANGE	−$5.3K	$55.4K	$50.1K	415	415
position key `pos:11235` · issuer key `iss:1356` COM PAR $1	NO CHANGE	+$14.4K	$33.6K	$48.0K	1,615	1,615
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	NO CHANGE	−$2.3K	$48.3K	$46.0K	77	77
position key `pos:15358` · issuer key `iss:2083` SHS	NO CHANGE	−$15	$45.4K	$45.3K	500	500
position key `sid:sec:prov:d0e10989b162598e0f3774f3ce0c626b` · issuer key `cusip6:46435G` MSCI UK ETF NEW	NO CHANGE	+$1.5K	$41.8K	$43.3K	950	950
position key `pos:17837` · issuer key `iss:1223` COM	NO CHANGE	−$4.5K	$47.4K	$42.9K	34	34
position key `pos:10783` · issuer key `iss:1822` COM	NO CHANGE	−$8.5K	$50.9K	$42.4K	650	650
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	NO CHANGE	+$635	$41.3K	$41.9K	160	160
position key `sid:sec:prov:f35bddf030a6dfbadd581061c9aa8705` · issuer key `cusip6:33738D` NO AMER ENERGY	NO CHANGE	+$5.5K	$36.2K	$41.7K	955	955
position key `pos:11391` · issuer key `iss:1981` INDIA ERNGS FD	NO CHANGE	−$5.5K	$46.3K	$40.8K	1,000	1,000
position key `pos:14548` · issuer key `iss:754` COM	NO CHANGE	−$13.7K	$54.4K	$40.8K	5,000	5,000
position key `pos:13174` · issuer key `iss:907` COM	NO CHANGE	+$3.5K	$37.0K	$40.5K	500	500
position key `pos:11671` · issuer key `iss:122` COM	NO CHANGE	+$2.8K	$37.0K	$39.8K	113	113
position key `pos:12865` · issuer key `iss:1559` SPONSORED ADR	NO CHANGE	+$5.6K	$33.6K	$39.2K	420	420
position key `sid:sec:prov:e450ba78a514e6108813f95acb9e7fdb` · issuer key `cusip6:922280` COM	NO CHANGE	−$20.4K	$59.0K	$38.6K	1,800	1,800
position key `pos:16133` · issuer key `iss:1012` TIPS BD ETF	NO CHANGE	+$157	$38.5K	$38.6K	350	350
position key `sid:sec:prov:cd68b3f292acf72305378713e28b3aaa` · issuer key `cusip6:337345` SHS	NO CHANGE	−$2.5K	$40.3K	$37.8K	175	175
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$1.7K	$34.8K	$36.5K	250	250
position key `sid:sec:prov:87152e1e3942492bea1ed397892df787` · issuer key `cusip6:37954Y` GLOBAL X SILVER	NO CHANGE	+$2.5K	$32.4K	$35.0K	388	388
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	NO CHANGE	+$2.9K	$31.6K	$34.5K	105	105
position key `pos:15327` · issuer key `iss:1780` COM	NO CHANGE	+$11.8K	$22.3K	$34.1K	115	115
position key `sid:sec:prov:47a8d1164e51b436532fb54a3b7d18e1` · issuer key `cusip6:33734X` INDXX NAT RE ETF	NO CHANGE	+$4.1K	$29.6K	$33.7K	1,890	1,890
position key `pos:10156` · issuer key `iss:1861` CL B	NO CHANGE	−$273	$33.4K	$33.2K	337	337
position key `pos:12022` · issuer key `iss:1376` COM	NO CHANGE	+$5.3K	$27.3K	$32.6K	2,029	2,029
position key `sid:sec:prov:8489020d6ebc1c6fbeaa5de3b32fdc66` · issuer key `cusip6:46138E` GLOBAL WATER	NO CHANGE	−$549	$33.1K	$32.6K	750	750
position key `pos:10856` · issuer key `iss:1801` COM	NO CHANGE	−$3.3K	$35.2K	$32.0K	220	220
position key `pos:13923` · issuer key `iss:1472` COM	NO CHANGE	−$60	$31.2K	$31.1K	315	315
position key `pos:17456` · issuer key `iss:1440` CLASS A COM	NO CHANGE	+$10.5K	$20.1K	$30.6K	1,436	1,436
position key `sid:sec:prov:3880da0846e248a4b069bf6974f43a9f` · issuer key `cusip6:921946` EM MK GOV BD ETF	NO CHANGE	−$801	$31.0K	$30.2K	460	460
position key `sid:sec:prov:c2af00bc2eb7169bf27ddc30d37d749d` · issuer key `cusip6:535555` COM	NO CHANGE	+$294	$28.9K	$29.2K	245	245
position key `pos:12344` · issuer key `iss:946` COM	NO CHANGE	−$14.6K	$43.5K	$28.9K	245	245
position key `sid:sec:prov:4ae6e5e370779fa3136d4bcb6bdffb76` · issuer key `cusip6:922042` GLB EX US ETF	NO CHANGE	−$862	$28.4K	$27.6K	620	620
position key `pos:11688` · issuer key `iss:1955` COM	NO CHANGE	−$4.6K	$31.7K	$27.1K	340	340
position key `pos:15524` · issuer key `iss:236` COM	NO CHANGE	+$342	$25.9K	$26.2K	580	580
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	NO CHANGE	+$62	$26.1K	$26.2K	295	295
position key `pos:14841` · issuer key `iss:1012` IBOXX INV CP ETF	NO CHANGE	−$270	$24.8K	$24.5K	225	225
position key `pos:17724` · issuer key `iss:576` COM	NO CHANGE	+$5.6K	$17.6K	$23.1K	117	117
position key `pos:16825` · issuer key `iss:987` COM	NO CHANGE	−$678	$23.5K	$22.8K	145	145
position key `sid:sec:prov:3b1f327d1d059c1670469440628b163d` · issuer key `cusip6:33733E` NAS CLNEDG GREEN	NO CHANGE	+$902	$21.4K	$22.3K	480	480
position key `pos:14747` · issuer key `iss:2089` COMMON SHARES	NO CHANGE	−$7.1K	$29.4K	$22.3K	1,815	1,815
position key `sid:sec:prov:cae3ac1b14835277e5f4bc49acb361a1` · issuer key `cusip6:33739E` PFD SECS INC ETF	NO CHANGE	−$587	$22.8K	$22.2K	1,250	1,250
position key `sid:sec:prov:60ce9f715f0cd882f5d24aa4d6adb31c` · issuer key `cusip6:00218A` COM	NO CHANGE	−$4.7K	$26.8K	$22.1K	5,000	5,000
position key `pos:15847` · issuer key `iss:759` COM	NO CHANGE	−$2.9K	$24.5K	$21.5K	1,866	1,866
position key `pos:16040` · issuer key `iss:1913` COM	NO CHANGE	+$1.6K	$18.6K	$20.2K	1,497	1,497
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	NO CHANGE	−$122	$20.0K	$19.9K	200	200
position key `pos:10368` · issuer key `iss:203` COM	NO CHANGE	−$1.0K	$20.6K	$19.5K	113	113
position key `pos:14516` · issuer key `iss:1643` COM	NO CHANGE	+$1.8K	$17.7K	$19.4K	200	200
position key `pos:10587` · issuer key `iss:672` COM	NO CHANGE	−$3.9K	$22.8K	$18.9K	105	105
position key `pos:10247` · issuer key `iss:1308` CL A	NO CHANGE	−$895	$19.6K	$18.7K	752	752
position key `pos:10558` · issuer key `iss:1502` COM	NO CHANGE	+$54	$18.1K	$18.1K	154	154
position key `pos:16252` · issuer key `iss:2290` ORD SHS	NO CHANGE	−$153	$16.9K	$16.8K	262	262
position key `pos:11358` · issuer key `iss:173` COM	NO CHANGE	−$1.9K	$17.5K	$15.6K	1,474	1,474
position key `pos:16768` · issuer key `iss:1903` COM	NO CHANGE	−$2.5K	$16.6K	$14.0K	74	74
position key `pos:14143` · issuer key `iss:748` COM	NO CHANGE	−$2.8K	$16.8K	$14.0K	250	250
position key `pos:15364` · issuer key `iss:1443` SPONSORED ADR	NO CHANGE	+$5.8K	$7.7K	$13.5K	650	650
position key `sid:sec:prov:a4e09915769ac714c1061334e7aa5b9f` · issuer key `cusip6:G4474Y` ORD SHS	NO CHANGE	+$988	$12.4K	$13.4K	260	260
position key `sid:sec:prov:872649d1c08748ec8c6afcf5e6bc803c` · issuer key `cusip6:880191` COM	NO CHANGE	+$345	$12.8K	$13.1K	750	750
position key `pos:12595` · issuer key `iss:1938` COM	NO CHANGE	+$1.9K	$11.1K	$13.0K	52	52
position key `pos:14374` · issuer key `iss:248` SPONSORED ADS	NO CHANGE	−$280	$12.5K	$12.2K	41	41
position key `sid:sec:prov:b26ae58d14ccf4d7e6ea3cbd9be9909d` · issuer key `cusip6:46429B` CORE HIGH DV ETF	NO CHANGE	+$1.1K	$9.7K	$10.9K	80	80
position key `pos:16657` · issuer key `iss:446` COM	NO CHANGE	+$1.0K	$9.1K	$10.2K	109	109
position key `pos:17687` · issuer key `iss:765` COM	NO CHANGE	+$13	$10.1K	$10.1K	183	183
position key `pos:10618` · issuer key `iss:511` COM	NO CHANGE	−$1.8K	$11.7K	$10.0K	300	300
position key `pos:14439` · issuer key `iss:66` COM	NO CHANGE	+$2.0K	$7.5K	$9.5K	53	53
position key `pos:13463` · issuer key `iss:1942` COM SER A	NO CHANGE	−$466	$9.9K	$9.4K	343	343
position key `pos:16411` · issuer key `iss:865` COM	NO CHANGE	+$115	$8.4K	$8.5K	18	18
position key `pos:11239` · issuer key `iss:764` COM	NO CHANGE	+$238	$8.2K	$8.4K	103	103
position key `pos:12417` · issuer key `iss:2008` COM	NO CHANGE	+$40	$7.2K	$7.2K	80	80
position key `pos:15823` · issuer key `iss:1815` COM	NO CHANGE	−$1.6K	$8.4K	$6.8K	98	98
position key `pos:16368` · issuer key `iss:953` COM	NO CHANGE	−$1.4K	$8.1K	$6.7K	12	12
position key `pos:15678` · issuer key `iss:372` COM NEW	NO CHANGE	−$956	$7.7K	$6.7K	1,366	1,366
position key `pos:16662` · issuer key `iss:251` COMMON STOCK	NO CHANGE	−$4.2K	$10.7K	$6.4K	399	399
position key `pos:16334` · issuer key `iss:2019` ORD SHS	NO CHANGE	+$326	$6.0K	$6.3K	313	313
position key `sid:sec:prov:dcdf9d85329d8c12b54bf106942f0068` · issuer key `cusip6:127097` COM	NO CHANGE	+$1.6K	$4.6K	$6.2K	176	176
position key `sid:sec:prov:233302be8852a126d4f3dc726082a4c4` · issuer key `cusip6:03753U` COM	NO CHANGE	+$2.3K	$3.8K	$6.0K	150	150
position key `pos:17847` · issuer key `iss:221` SPON ADR REP A	NO CHANGE	−$1.0K	$7.1K	$6.0K	54	54
position key `pos:18221` · issuer key `iss:1739` COM	NO CHANGE	−$1.1K	$7.0K	$5.9K	15	15
position key `pos:14090` · issuer key `iss:70` COM	NO CHANGE	−$303	$5.9K	$5.6K	120	120
position key `pos:13694` · issuer key `iss:722` COM	NO CHANGE	−$3.1K	$8.5K	$5.3K	5	5
position key `pos:16109` · issuer key `iss:1285` COM	NO CHANGE	+$1.3K	$3.9K	$5.1K	554	554
position key `pos:16676` · issuer key `iss:1081` COMMON STOCK	NO CHANGE	−$3.6K	$7.2K	$3.5K	270	270
position key `pos:10942` · issuer key `cusip6:874060` SPONSORED ADS	NO CHANGE	+$489	$2.6K	$3.1K	167	167
position key `pos:11956` · issuer key `iss:1317` SPONSORED ADR	NO CHANGE	+$578	$2.4K	$3.0K	368	368
position key `pos:14432` · issuer key `iss:1521` COM	NO CHANGE	−$569	$3.1K	$2.5K	61	61
position key `pos:18172` · issuer key `iss:766` COM	NO CHANGE	−$663	$3.0K	$2.3K	60	60
position key `pos:17983` · issuer key `iss:799` COM	NO CHANGE	−$422	$2.6K	$2.2K	10	10
position key `sid:sec:prov:8e46d3d4177b468bd9f4b701f5dbd4a0` · issuer key `cusip6:H5012F` COM SHS	NO CHANGE	+$330	$1.7K	$2.0K	300	300
position key `sid:sec:prov:735c615b8eee997b1e5307c5a30a9301` · issuer key `cusip6:G72800` SHS	NO CHANGE	+$34	$1.9K	$1.9K	199	199
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	NO CHANGE	+$120	$1.7K	$1.8K	20	20
position key `sid:sec:prov:46e4b32742bad743ea1889cbd7affe73` · issuer key `cusip6:66510M` COM NEW	NO CHANGE	−$687	$2.4K	$1.7K	1,200	1,200
position key `sid:sec:prov:b37562b258aa88896ac6ca8d43f10e18` · issuer key `cusip6:53681J` COM SHS	NO CHANGE	−$123	$1.3K	$1.2K	300	300
position key `sid:sec:prov:010e2160f1ec02962699c77a9cdd8dc1` · issuer key `cusip6:92189F` MRNGSTR WDE MOAT	NO CHANGE	−$69	$1.0K	$967	10	10
position key `sid:sec:prov:694bed862b7d70d1733edb31a4e2d2a5` · issuer key `cusip6:M8T80P` SHS NEW	NO CHANGE	−$3	$831	$828	127	127
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` HEALTH CAR ETF	NO CHANGE	−$47	$864	$817	3	3
position key `sid:sec:prov:547f1d5c0827a39fe69002739027a3b7` · issuer key `cusip6:157210` COM	NO CHANGE	−$105	$796	$691	37	37
position key `sid:sec:prov:ab2a4d67ac3d14f094c5528b4bebb445` · issuer key `cusip6:Y62267` COM UNIT LPI	NO CHANGE	+$151	$524	$675	10	10
position key `pos:12317` · issuer key `iss:1550` COM	NO CHANGE	−$24	$597	$573	17	17
position key `pos:17112` · issuer key `iss:1194` COMMON STOCK	NO CHANGE	−$163	$662	$499	60	60
position key `sid:sec:prov:777a2435ca66f574a58ac862fb4e381b` · issuer key `cusip6:72765Q` COM	NO CHANGE	−$126	$521	$395	220	220
position key `pos:11757` · issuer key `iss:644` COMMON STOCK	NO CHANGE	−$134	$523	$389	44	44
position key `pos:11077` · issuer key `iss:1690` COM SHS	NO CHANGE	−$69	$396	$327	5	5
position key `pos:10723` · issuer key `iss:2163` COM CL C	NO CHANGE	+$15	$243	$258	22	22
position key `pos:11725` · issuer key `iss:591` COM	NO CHANGE	−$63	$205	$142	3	3
position key `pos:16021` · issuer key `iss:2163` COM CL A	NO CHANGE	+$9	$100	$109	9	9
position key `pos:14859` · issuer key `iss:46` COM	NO CHANGE	+$29	$69	$98	4	4
position key `sid:sec:prov:bcc50fa3421d309ff69092fff7269d2d` · issuer key `cusip6:80880W` COM NEW	NO CHANGE	−$28	$61	$33	5	5
position key `sid:sec:prov:3b6c450c94b0758fbbc866002762462a` · issuer key `cusip6:G9001E` COM CL C	NO CHANGE	+$2	$7	$9	1	1

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 383 issuers · $3.7B disclosed value over 410 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$325M

1,675,125

8.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Evelyn Partners Investment Management LLP reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$258M	897,350
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$38.3M	133,490

$296M

1,030,840

8.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$260M

703,648

7.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$259M

1,242,299

7.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$151M

866,383

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$148M

438,201

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$135M

281,451

3.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$106M

351,875

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CRH PLC · ORD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$106M

1,008,537

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$104M

410,438

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$87.2M

265,451

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$86.6M

265,802

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$84.3M

286,422

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$75.6M

993,773

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$68.8M

120,243

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$61.1M

14,513

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$53.6M

109,140

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$44.4M

89,609

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$43.1M

463,794

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEX CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$38.9M

205,291

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOZONE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$38.1M

11,290

1.0%

—

SPROTT ASSET MANAGEMENT LP · PHYSICAL GOLD AN CUSIP 85208R101
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$38.1M

797,590

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NASDAQ INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$36.3M

428,067

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$33.7M

691,958

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$33.6M

78,907

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$33.4M

39,470

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$33.0M

135,066

0.9%

—

TOTALENERGIES SE · ACT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$32.7M

350,023

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$32.3M

64,591

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$30.6M

191,584

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SUNBELT RENTALS HOLDINGS INC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.0M

444,828

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$28.8M

62,473

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$27.6M

222,464

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZOETIS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$27.4M

231,709

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.8M

95,509

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AGNICO EAGLE MINES LTD · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.7M

126,725

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SMURFIT WESTROCK PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.0M

603,376

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FREEPORT MCMORAN INC · CL B CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$23.2M

395,226

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$20.7M

100,111

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$20.0M

207,610

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.4M

178,759

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.0M

150,010

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.9M

99,678

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.6M

59,969

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.3M

58,788

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$16.4M

37,843

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$16.2M

95,705

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$16.0M

110,666

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FERRARI N V · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.8M

46,583

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARKEL GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.9M

7,772

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.6M

126,850

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.5M

161,461

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FERGUSON ENTERPRISES INC · COMMON STOCK NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.4M

48,678

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.2M

11,277

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.7M

111,068

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.7M

18,992

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.6M

168,771

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.5M

147,330

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERACTIVE BROKERS GROUP IN · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.9M

148,042

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.0M

25,058

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WHEATON PRECIOUS METALS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.6M

65,672

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN WTR WKS CO INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.3M

61,264

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.8M

48,651

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.8M

58,665

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.5M

25,372

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.3M

16,893

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.6M

7,228

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.3M

61,231

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

103,654

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.8M

47,223

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.6M

36,016

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN TOWER CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.5M

31,721

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL BK CDA · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.3M

32,604

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.9M

24,895

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BURFORD CAPITAL LIMITED · ORD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.8M

1,051,903

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.6M

91,029

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

13,117

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

24,115

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROPER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

12,717

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

30,864

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.4M

60,414

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SLB LIMITED · COM STK CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

82,629

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.9M

17,245

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.7M

6,435

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

16,347

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHERWIN WILLIAMS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.2M

10,094

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TORONTO DOMINION BK ONT · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.2M

34,014

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

4,179

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARTIN MARIETTA MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.8M

4,744

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.7M

23,813

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MAGNUM ICE CREAM CO NV · ORD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.7M

182,664

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MSCI INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.7M

4,961

0.1%

—

ISHARES TR

8 positions · 8 reported rows

Rows Evelyn Partners Investment Management LLP reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$1.6M	2,403
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$541K	2,180
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$331K	5,820
ISHARES TR · EXPND TEC SC ETF CUSIP — src ↗	$103K	865
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$38.6K	350
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$34.5K	105
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$24.5K	225
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$19.9K	200

ticker not yet mapped

$2.7M

12,148

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.6M

14,966

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CADENCE DESIGN SYSTEM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.6M

9,291

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.5M

29,494

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.3M

3,559

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.3M

6,075

0.1%

—

ISHARES INC

2 positions · 2 reported rows

Rows Evelyn Partners Investment Management LLP reported for ISHARES INC, as it reported them
ISHARES INC · MSCI WORLD ETF CUSIP 464286392 src ↗	$2.1M	11,534
ISHARES INC · MSCI PAC JP ETF CUSIP 464286665 src ↗	$175K	3,300

ticker not yet mapped

$2.3M

14,834

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.1M

8,809

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 72.9%below median 80.0%
Concentration index: 349 bpsbelow median 446 bps
Positions with value: 410 / 410median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 72.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 349 · QoQ moves: 428

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Evelyn Partners Investment Management LLP's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).