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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Evelyn Partners Investment Management LLP

Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001420506-25-001678

Total Value
$2.20B
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT4$188.0M8.56%
2AMAZON COM INCAMZN200$181.8M8.27%
3ALPHABET INCGOOG56$152.3M6.93%
4BERKSHIRE HATHAWAY INC DELBRK-A6,700$115.1M5.24%
5VISA INCV310,532$110.4M5.03%
6APPLE INCAAPL317$83.6M3.81%
7UNITEDHEALTH GROUP INCUNH270,966$76.2M3.47%
8NVIDIA CORPORATIONNVDA394,003$69.6M3.17%
9STRYKER CORPORATIONSYK619$68.5M3.12%
10THERMO FISHER SCIENTIFIC INCTMO98,780$57.7M2.63%
11TAIWAN SEMICONDUCTOR MFG LTD874039100227,056$55.8M2.54%
12ZOETIS INCZTS331,084$50.6M2.30%
13JPMORGAN CHASE & CO.VYLD158,121$47.2M2.15%
14COCA COLA COKO975$46.2M2.10%
15META PLATFORMS INCMETA57,827$41.5M1.89%
16BOOKING HOLDINGS INCBKNG80$39.1M1.78%
17MCDONALDS CORPMCD36$34.6M1.58%
18IDEX CORP45167R104112,460$26.4M1.20%
19AUTOZONE INCAZO1,270$26.4M1.20%
20GOLDMAN SACHS GROUP INCGSCE35,503$26.0M1.18%
21MASTERCARD INCORPORATEDMA41,420$23.9M1.09%
22DANAHER CORPORATION2358511027,402$23.7M1.08%
23NEXTERA ENERGY INCNEE-PW308,166$22.1M1.01%
24BANK AMERICA CORP060505104250$21.6M0.98%
25JOHNSON & JOHNSONJNJ126,125$21.2M0.97%
26NASDAQ INCNDAQ8,990$19.5M0.89%
27ALPHABET INCGOOG500$19.1M0.87%
28PROCTER AND GAMBLE CO742718109122,729$18.8M0.86%
29BLACKSTONE INCBX89,327$17.6M0.80%
30AMERICAN TOWER CORP NEW03027X1002,175$16.9M0.77%
31WALMART INCWMT243$16.4M0.75%
32PEPSICO INCPEP5,745$16.2M0.74%
33S&P GLOBAL INCSPGI29,573$15.7M0.71%
34TJX COS INC NEW87254010918,006$15.5M0.70%
35FREEPORT-MCMORAN INCFCX295,016$13.0M0.59%
36MARKEL GROUP INCMKL58$12.8M0.58%
37CHEVRON CORP NEWCVX440$12.7M0.58%
38DISNEY WALT CO254687106238$11.5M0.52%
39GE HEALTHCARE TECHNOLOGIES IGEHC145,723$11.5M0.52%
40MONDELEZ INTL INC609207105158,588$11.1M0.50%
41NETFLIX INCNFLX9,175$10.8M0.49%
42INTUITIVE SURGICAL INCISRG75,614$10.7M0.49%
43COSTCO WHSL CORP NEW22160K1059,888$9.3M0.42%
44DEERE & CODE65$9.2M0.42%
45AMERICAN WTR WKS CO INC NEW03042010311,882$8.8M0.40%
46FERGUSON ENTERPRISES INCFERG38,402$8.7M0.40%
47CADENCE DESIGN SYSTEM INCCDNS170$8.5M0.39%
48NEWMONT CORPNEMCL6,700$8.5M0.39%
49MICROSOFT CORPMSFT250$8.5M0.39%
50INTUITINTU48,877$8.4M0.38%
51AMAZON COM INCAMZN1,410$8.2M0.37%
52HONEYWELL INTL INC4385161061,053$8.0M0.36%
53EXXON MOBIL CORPXOM34,075$7.3M0.33%
54ABBOTT LABSABLZF11,206$7.2M0.33%
55PROLOGIS INC.PLDGP66,206$7.1M0.32%
56CME GROUP INCCME25,110$6.9M0.31%
57SALESFORCE INCCRM23,745$6.3M0.29%
58ROPER TECHNOLOGIES INCROP6,245$6.3M0.29%
59ADOBE INCADBE975$6.2M0.28%
60CISCO SYS INCCSCO90,640$6.2M0.28%
61NVIDIA CORPORATIONNVDA34,015$6.0M0.27%
62PALO ALTO NETWORKS INCPANW631$5.8M0.27%
63JPMORGAN CHASE & CO.VYLD19,367$5.8M0.26%
64MASTERCARD INCORPORATEDMA9,432$5.5M0.25%
65MARSH & MCLENNAN COS INC57174810222,200$4.7M0.21%
66APPLE INCAAPL21,898$4.6M0.21%
67ALPHABET INCGOOG1,870$4.5M0.20%
68UNITEDHEALTH GROUP INCUNH15,115$4.2M0.19%
69VERIZON COMMUNICATIONS INCVZ95,931$4.1M0.19%
70ELI LILLY & COLLY360$4.0M0.18%
71STRYKER CORPORATIONSYK9,454$3.8M0.17%
72BOOKING HOLDINGS INCBKNG975$3.6M0.17%
73BECTON DICKINSON & COBDX4,481$3.6M0.16%
74SCHLUMBERGER LTDSLB85,569$3.5M0.16%
75COLGATE PALMOLIVE COCL1,300$3.2M0.15%
76TJX COS INC NEW87254010930$3.2M0.15%
77MSCI INCMSCI5,822$3.2M0.14%
78IDEX CORP45167R10413,448$3.2M0.14%
79L3HARRIS TECHNOLOGIES INCLHX62,830$2.9M0.13%
80THERMO FISHER SCIENTIFIC INCTMO4,960$2.9M0.13%
81BANK NEW YORK MELLON CORP0640581002,800$2.9M0.13%
82HERC HLDGS INCHRI373$2.9M0.13%
83ZOETIS INCZTS17,149$2.6M0.12%
84BERKSHIRE HATHAWAY INC DELBRK-A26,836$2.5M0.12%
85SHERWIN WILLIAMS COSHW710$2.5M0.12%
86MARTIN MARIETTA MATLS INC5732841062,515$2.5M0.12%
87INTERNATIONAL BUSINESS MACHSINTR204$2.4M0.11%
88INTERACTIVE BROKERS GROUP IN45841N10736,818$2.3M0.11%
89TEXAS PACIFIC LAND CORPORATITPL2,550$2.3M0.10%
90CADENCE DESIGN SYSTEM INCCDNS6,285$2.3M0.10%
91ARISTA NETWORKS INCANET6,308$2.2M0.10%
92CHIPOTLE MEXICAN GRILL INCCMG260$2.2M0.10%
93WILLIAMS COS INC96945710036,871$2.1M0.10%
94CHEVRON CORP NEWCVX13$2.0M0.09%
95S&P GLOBAL INCSPGI3,760$2.0M0.09%
96CROWDSTRIKE HLDGS INCCRWD5,005$1.9M0.09%
97INTERACTIVE BROKERS GROUP IN45841N10730,706$1.9M0.09%
98DOVER CORPDOV200$1.8M0.08%
99AIR PRODS & CHEMS INCAIIR20,763$1.8M0.08%
100SCHLUMBERGER LTDSLB49,607$1.8M0.08%
101META PLATFORMS INCMETA2,405$1.7M0.08%
102TESLA INCTSLA5,321$1.7M0.08%
103NASDAQ INCNDAQ1,760$1.7M0.08%
104AUTOMATIC DATA PROCESSING INADP5,564$1.7M0.08%
105WALMART INCWMT16,626$1.6M0.07%
106JEFFERIES FINL GROUP INC47233W10927,887$1.6M0.07%
107NIKE INCNKE20,445$1.5M0.07%
108KEURIG DR PEPPER INCKDP44,021$1.5M0.07%
109MORGAN STANLEYMS-PQ2,647$1.5M0.07%
110PROCTER AND GAMBLE CO742718109194$1.4M0.06%
111CISCO SYS INCCSCO19,548$1.3M0.06%
112CARRIER GLOBAL CORPORATIONCARR18,275$1.3M0.06%
113LOWES COS INC5486611071,049$1.3M0.06%
114DISNEY WALT CO2546871064$1.3M0.06%
115DANAHER CORPORATION235851102125$1.3M0.06%
116KIRBY CORPKEX1,000$1.2M0.06%
117ARISTA NETWORKS INCANET10,420$1.2M0.06%
118CITIGROUP INCC-PR210$1.2M0.06%
119AMERICAN EXPRESS COAXP470$1.2M0.06%
120PFIZER INCPFE1,682$1.2M0.05%
121BLACKROCK INCBLK300$1.2M0.05%
122PAYPAL HLDGS INCPYPL15,540$1.1M0.05%
123ABBVIE INCABBV510$1.1M0.05%
124ALPHABET INCGOOG5,702$1.1M0.05%
125AT&T INCT-PC7,484$1.1M0.05%
126UNILEVER PLCUNLYF45,394$1.0M0.05%
127GOLDMAN SACHS GROUP INCGSCE1,390$1.0M0.05%
128FREEPORT-MCMORAN INCFCX22,657$998,4820.05%
129CATERPILLAR INCCAT5,986$991,3370.05%
130UNION PAC CORPUNP2$967,6840.04%
131GE AEROSPACE3696043013,534$955,8490.04%
132TEXAS INSTRS INC8825081042,087$913,7060.04%
133SERVICENOW INCNOW555$871,6940.04%
134CARRIER GLOBAL CORPORATIONCARR11,666$836,3460.04%
135PHILIP MORRIS INTL INC718172109120$801,3890.04%
136VERALTO CORPVLTO7,370$774,0810.04%
137TAIWAN SEMICONDUCTOR MFG LTD8740391003,116$765,2870.03%
138SHELL PLCRYDAF80$704,3090.03%
139HOME DEPOT INCHD536$699,9860.03%
140ROPER TECHNOLOGIES INCROP81$696,7690.03%
141COCA COLA COKO199$683,6510.03%
142KKR & CO INCKKRT307$665,7490.03%
143EQUINIX INCEQIX820$656,3170.03%
144NORTHROP GRUMMAN CORPNOC8,412$635,5480.03%
145LOWES COS INC54866110730$625,4310.03%
146MERCK & CO INCMRK7,226$607,4070.03%
147ROCKWELL AUTOMATION INCROK737$568,8030.03%
148ALTRIA GROUP INCMO2,550$547,3550.02%
149ELECTRONIC ARTS INCEA64,374$537,0760.02%
150KIRBY CORPKEX600$529,9910.02%
151NEXTERA ENERGY INCNEE-PW7,291$523,8770.02%
152CSX CORPCSX338$519,7690.02%
153LAUDER ESTEE COS INC518439104490$513,4430.02%
154CHENIERE ENERGY INCLNG2,237$509,5940.02%
155STARBUCKS CORPSBUX5,339$500,1040.02%
156RYANAIR HOLDINGS PLCRYAOF254$483,7630.02%
157MERCADOLIBRE INCMELI194$464,6250.02%
158COTERRA ENERGY INCCTRA4,801$438,9160.02%
159MARRIOTT INTL INC NEW5719032021,561$435,3970.02%
160BOEING COBA-PA87$411,5420.02%
161BRISTOL-MYERS SQUIBB COCELG-RI3,584$371,9790.02%
162GE VERNOVA INCGEV549$357,0380.02%
163NORTHERN TR CORPNTRSO565,957$332,5250.02%
164ASTRAZENECA PLCAZN4,359$308,7100.01%
165DUPONT DE NEMOURS INCDD3,867$293,0130.01%
166CONOCOPHILLIPSCOP2,995$290,5840.01%
167BLACKSTONE INCBX1,422$279,7560.01%
168XYLEM INCXYL1,884$249,2180.01%
169AUTODESK INCADSK758$229,9400.01%
170COOPER COS INC2166485011,327$229,1830.01%
171INTEL CORPINTC1,615$221,8270.01%
172STATE STR CORPSTT-PG3,939$219,9850.01%
173KIMBERLY-CLARK CORPKMB877$216,2460.01%
174EMERSON ELEC COEMR6,085$213,7610.01%
175JACKSON FINANCIAL INCJXN-PA3,402$211,5450.01%
176COMCAST CORP NEWCCZ5,967$200,0690.01%
177US BANCORP DELUSB-PS27,887$199,3700.01%
178KEYSIGHT TECHNOLOGIES INCKEYS2,265$197,6720.01%
179BROWN FORMAN CORPBF-B6,521$196,9220.01%
180ORACLE CORPORCL-PD793$196,5540.01%
181TWILIO INCTWLO6,513$196,0530.01%
182CORTEVA INCCTVA2,620$192,3780.01%
183ILLUMINA INCILMN11$191,7050.01%
184NOVO-NORDISK A SNONOF3,550$191,4870.01%
185WESTERN DIGITAL CORPWDC1,229$179,3890.01%
186PHILLIPS 66PSX2$174,3730.01%
187WASTE MGMT INC DEL94106L109746$171,3900.01%
188GENERAL MLS INC370334104149$170,2460.01%
189NETFLIX INCNFLX143$167,9730.01%
190CROWN HLDGS INCCCK1,216$156,2690.01%
191FISERV INCFISV2,295$154,7510.01%
192AMERICAN TOWER CORP NEW03027X10050$152,4260.01%
193ICICI BANK LIMITEDIBN4,801$151,5350.01%
194KRAFT HEINZ COKHC1,933$151,0560.01%
195CHURCH & DWIGHT CO INCCHD4,850$147,7860.01%
196ECOLAB INCECL146$147,5930.01%
197SYSCO CORPSYY1,844$142,7060.01%
198WD 40 COWDFC8,371$138,9860.01%
199DOW INCDOW300$137,0590.01%
200BOSTON SCIENTIFIC CORPBSX1,303$135,2440.01%
201CVS HEALTH CORPCVS401$122,0470.01%
202OCCIDENTAL PETE CORP674599105260$113,6970.01%
203LOCKHEED MARTIN CORPLMT254$113,0470.01%
204MANPOWERGROUP INC WISMAN1,979$108,4720.00%
205CORNING INCGLW24,013$101,6790.00%
206CROWN CASTLE INCCCI950$99,1230.00%
207HENRY SCHEIN INCHSIC8$97,9900.00%
208FLOWERS FOODS INCFLO152,919$95,1300.00%
209FOX CORPFOX1,002$92,9020.00%
210WATERS CORP941848103557$92,1590.00%
211UBER TECHNOLOGIES INCUBER392$91,1840.00%
212CLEAN HARBORS INCCLH924$90,6860.00%
213FEDEX CORPFDX350$87,8890.00%
214GILEAD SCIENCES INCGILD950$85,8570.00%
215WASTE CONNECTIONS INCWCN450$84,8020.00%
216LAM RESEARCH CORPLRCX29$84,3690.00%
217ASML HOLDING N VASMLF114$81,5640.00%
218BP PLCBPPFF580$80,5460.00%
219MOODYS CORPMCO1,788$79,2390.00%
220NOVARTIS AGNVSEF350$78,0710.00%
221OTIS WORLDWIDE CORPOTIS861$77,3380.00%
222GRAINGER W W INC3848021041,665$73,0980.00%
223VARONIS SYS INCVRNS13$72,8070.00%
224FIDELITY NATL INFORMATION SV31620M1062,160$71,9170.00%
225GENERAL DYNAMICS CORPGD21,631$68,7120.00%
226DISCOVER FINL SVCS254709108870$68,3510.00%
227ALNYLAM PHARMACEUTICALS INCALNY260$67,5670.00%
228ALIBABA GROUP HLDG LTDBBAAY43,184$67,4710.00%
229THE CIGNA GROUP1255231001,233$67,1930.00%
230DELL TECHNOLOGIES INCDELL737$67,1760.00%
231BROADCOM INCAVGO22,738$61,9940.00%
232QUALCOMM INCQCOM439$61,4730.00%
233CIENA CORPCIEN4,850$60,4350.00%
234BRASILAGRO COMPANHIA BRASILE10554B1042,189$59,4220.00%
235GENERAL MTRS CO37045V1001,253$58,9440.00%
236COINBASE GLOBAL INCCOIN155$57,7590.00%
237INVESCO LTDIVZ2,416$52,6880.00%
238LITTELFUSE INCLFUS324$43,6840.00%
239ENTERGY CORP NEWENO500$42,7770.00%
240TRIMBLE INCTRMB100$42,6810.00%
241SS&C TECHNOLOGIES HLDGS INCSSNC500$41,7740.00%
242METTLER TOLEDO INTERNATIONALMTD251$40,2300.00%
243OLIN CORPOLN25$39,1620.00%
244EQUIFAX INCEFX151$37,4910.00%
245UNITED PARCEL SERVICE INCUPS274$37,0900.00%
246DIAMONDBACK ENERGY INCFANG255$36,8260.00%
2473M COMMM1,154$32,3330.00%
248SMITH A O CORPAOS45$32,0330.00%
249LINDSAY CORPLNN230$30,9900.00%
250INTERCONTINENTAL EXCHANGE IN45866F104205$29,0060.00%
251HEXCEL CORP NEW428291108157,843$27,4080.00%
252OVINTIV INCOVV512$26,5430.00%
253IRHYTHM TECHNOLOGIES INCIRTC301$25,6270.00%
254MONSTER BEVERAGE CORP NEWMNST415$25,1740.00%
255INSULET CORPPODD86$24,9510.00%
256WELLS FARGO CO NEW949746101750$24,4240.00%
257ARES MANAGEMENT CORPORATIONARES-PB128$23,1630.00%
258VERISK ANALYTICS INCVRSK74$22,0310.00%
259SEA LTDSE122$19,5760.00%
260FORD MTR CO345370860240$18,7170.00%
261CONSTELLATION BRANDS INCSTZ65$18,3530.00%
262TERADYNE INCTER934$17,7770.00%
263COPART INCCPRT5$16,9850.00%
264EBAY INC.EBAY6,409$16,2630.00%
265PULTE GROUP INC7458671016,691$15,8410.00%
266LULULEMON ATHLETICA INCLULU6$15,5730.00%
267VIATRIS INCVTRS1,588$14,5970.00%
268SEMPRASREA338$14,2750.00%
269FORTIVE CORPFTV183$13,4040.00%
270DROPBOX INCDBX6,245$13,3600.00%
271PETROLEO BRASILEIRO SA PETRO71654V40814,910$11,7610.00%
272BEIGENE LTDBEIGF165$11,1550.00%
273HCA HEALTHCARE INCHCA30$10,3870.00%
274ARVINAS INCARVN346$10,3390.00%
275FAIR ISAAC CORPFICO37$9,2190.00%
276ZIMMER BIOMET HOLDINGS INCZBH80$9,0620.00%
277NEOGEN CORPNEOG63$8,6700.00%
278ADVANSIX INCASIX14,897$8,5930.00%
279KYNDRYL HLDGS INCKD274$8,4790.00%
280SYNOPSYS INCSNPS1,677$8,1490.00%
281TRANSUNIONTRU98$8,1320.00%
282T-MOBILE US INCTMUSZ302$6,6700.00%
283IDEXX LABS INC45168D10412$5,0400.00%
284CADIZ INCCDZIP934$4,0120.00%
285MATTEL INCMAT178$3,8870.00%
286APELLIS PHARMACEUTICALS INCAPLS1,377$3,2820.00%
287CHEMOURS COCC2,463$2,5730.00%
288TAKEDA PHARMACEUTICAL CO LTDTKPHF955$2,4860.00%
289SOLVENTUM CORPSOLV6$2,4340.00%
290GRAIL INCGRAL1,665$2,0940.00%
291EMBECTA CORPEMBC128$1,4550.00%
292EDITAS MEDICINE INCEDIT9,471$1,3990.00%
293CEVA INCCEVA8,371$9470.00%
294UBIQUITI INCUI28$9290.00%
295GEN DIGITAL INCGENVR1,058$7960.00%
296WARNER BROS DISCOVERY INCWBD1$6650.00%
297WABTEC9297401082$3630.00%
298RESIDEO TECHNOLOGIES INCREZI17$3010.00%
299SUNRISE COMMUNICATIONS AGSNNRF2,055$2900.00%
300DOCUSIGN INCDOCU1,907$2440.00%
301ORGANON & COOGN16$1640.00%
302FIRST SOLAR INCFSLR6,535$1260.00%