Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 12, 2025 · Accession 0001420506-25-001849

Total Value
$2.42B
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT523,363$276.4M11.44%
2AMAZON COM INCAMZN1,006,217$215.1M8.90%
3ALPHABET INCGOOG876,314$170.9M7.07%
4VISA INCV174,260$109.8M4.54%
5BERKSHIRE HATHAWAY INC DELBRK-A120,992$103.9M4.30%
6NVIDIA CORPORATIONNVDA592,068$102.1M4.23%
7TAIWAN SEMICONDUCTOR MFG LTD874039100610,370$80.4M3.33%
8STRYKER CORPORATIONSYK139,089$78.7M3.26%
9APPLE INCAAPL296,481$73.0M3.02%
10JPMORGAN CHASE & CO.VYLD216,099$67.5M2.79%
11META PLATFORMS INCMETA61,472$60.5M2.50%
12BOOKING HOLDINGS INCBKNG5,745$55.7M2.30%
13ZOETIS INCZTS237,746$51.3M2.12%
14COCA COLA COKO675,557$46.5M1.93%
15UNITEDHEALTH GROUP INCUNH96,021$44.5M1.84%
16S&P GLOBAL INCSPGI44,738$36.4M1.51%
17THERMO FISHER SCIENTIFIC INCTMO48,107$35.7M1.48%
18MASTERCARD INCORPORATEDMA51,262$32.2M1.33%
19AUTOZONE INCAZO3,020$32.1M1.33%
20MCDONALDS CORPMCD64,374$30.0M1.24%
21GOLDMAN SACHS GROUP INCGSCE29,559$28.6M1.18%
22IDEX CORP45167R104111,876$28.4M1.18%
23NASDAQ INCNDAQ273,627$26.0M1.08%
24BANK AMERICA CORP060505104529,298$24.3M1.00%
25DANAHER CORPORATION23585110290,751$23.7M0.98%
26ALPHABET INCGOOG91,517$23.2M0.96%
27NEXTERA ENERGY INCNEE-PW207,550$22.8M0.94%
28TJX COS INC NEW872540109159,356$19.4M0.80%
29BLACKSTONE INCBX119,319$19.3M0.80%
30WALMART INCWMT189,321$19.3M0.80%
31PROCTER AND GAMBLE CO742718109107,043$19.1M0.79%
32JOHNSON & JOHNSONJNJ112,275$18.9M0.78%
33NETFLIX INCNFLX10,974$17.6M0.73%
34AMERICAN TOWER CORP NEW03027X10046,048$16.9M0.70%
35ROPER TECHNOLOGIES INCROP29,905$16.5M0.68%
36DISNEY WALT CO25468710692,034$14.7M0.61%
37MARKEL GROUP INCMKL3,756$14.0M0.58%
38FREEPORT-MCMORAN INCFCX295,676$13.3M0.55%
39INTUITIVE SURGICAL INCISRG30,772$13.3M0.55%
40CHEVRON CORP NEWCVX88,593$11.9M0.49%
41INTUITINTU20,076$11.8M0.49%
42FERGUSON ENTERPRISES INCFERG45,363$11.6M0.48%
43GE HEALTHCARE TECHNOLOGIES IGEHC187,196$11.5M0.48%
44MICROSOFT CORPMSFT21,711$11.5M0.47%
45AMAZON COM INCAMZN50,335$10.8M0.45%
46DEERE & CODE12,837$10.1M0.42%
47COSTCO WHSL CORP NEW22160K1056,684$10.0M0.41%
48CADENCE DESIGN SYSTEM INCCDNS21,033$9.7M0.40%
49MONDELEZ INTL INC609207105152,919$9.6M0.40%
50NEWMONT CORPNEMCL157,843$9.5M0.39%
51PEPSICO INCPEP48,877$9.2M0.38%
52CISCO SYS INCCSCO131,776$9.1M0.38%
53NVIDIA CORPORATIONNVDA49,964$8.6M0.36%
54AMERICAN WTR WKS CO INC NEW03042010333,632$7.9M0.33%
55ABBOTT LABSABLZF48,005$7.4M0.31%
56INTERACTIVE BROKERS GROUP IN45841N107124,862$7.3M0.30%
57HONEYWELL INTL INC43851610623,808$7.3M0.30%
58PALO ALTO NETWORKS INCPANW25,679$7.2M0.30%
59SALESFORCE INCCRM23,393$6.8M0.28%
60EXXON MOBIL CORPXOM85,569$6.5M0.27%
61PROLOGIS INC.PLDGP43,184$6.5M0.27%
62CME GROUP INCCME20,809$5.9M0.24%
63AMPHENOL CORP NEW03209510188,790$5.1M0.21%
64ARISTA NETWORKS INCANET37,306$4.6M0.19%
65ELI LILLY & COLLY5,269$4.0M0.16%
66VERIZON COMMUNICATIONS INCVZ97,840$3.8M0.16%
67ADOBE INCADBE7,430$3.7M0.15%
68L3HARRIS TECHNOLOGIES INCLHX10,452$3.7M0.15%
69MARSH & MCLENNAN COS INC57174810237,029$3.5M0.14%
70BANK NEW YORK MELLON CORP06405810034,415$3.1M0.13%
71COLGATE PALMOLIVE COCL35,248$3.1M0.13%
72MARTIN MARIETTA MATLS INC5732841065,083$2.9M0.12%
73MSCI INCMSCI2,263$2.8M0.11%
74CROWDSTRIKE HLDGS INCCRWD5,005$2.8M0.11%
75INTERNATIONAL BUSINESS MACHSINTR12,752$2.8M0.11%
76BECTON DICKINSON & COBDX9,335$2.6M0.11%
77WILLIAMS COS INC96945710046,042$2.4M0.10%
78CARRIER GLOBAL CORPORATIONCARR33,815$2.4M0.10%
79SHERWIN WILLIAMS COSHW8,900$2.2M0.09%
80NASDAQ INCNDAQ23,392$2.2M0.09%
81CHIPOTLE MEXICAN GRILL INCCMG29,313$2.2M0.09%
82BERKSHIRE HATHAWAY INC DELBRK-A120,992$2.2M0.09%
83HERC HLDGS INCHRI18,006$2.2M0.09%
84TESLA INCTSLA14,773$2.1M0.09%
85KIRBY CORPKEX17,100$2.0M0.08%
86TEXAS PACIFIC LAND CORPORATITPL2,550$1.8M0.08%
87LOWES COS INC5486611078,010$1.8M0.08%
88AUTOMATIC DATA PROCESSING INADP6,316$1.7M0.07%
89MORGAN STANLEYMS-PQ21,631$1.6M0.07%
90SERVICENOW INCNOW1,870$1.6M0.07%
91DOVER CORPDOV11,277$1.6M0.07%
92AIR PRODS & CHEMS INCAIIR3,531$1.6M0.06%
93NIKE INCNKE17,169$1.5M0.06%
94CITIGROUP INCC-PR32,570$1.5M0.06%
95KEURIG DR PEPPER INCKDP45,394$1.4M0.06%
96COCA COLA COKO19,139$1.3M0.05%
97JEFFERIES FINL GROUP INC47233W10927,887$1.3M0.05%
98ALPHABET INCGOOG91,517$1.3M0.05%
99BLACKROCK INCBLK1,262$1.3M0.05%
100AMERICAN EXPRESS COAXP6,541$1.3M0.05%
101GE AEROSPACE3696043017,370$1.2M0.05%
102FREEPORT-MCMORAN INCFCX27,044$1.2M0.05%
103TAIWAN SEMICONDUCTOR MFG LTD8740391008,601$1.1M0.05%
104PFIZER INCPFE61,623$1.1M0.05%
105TEXAS INSTRS INC8825081047,056$1.1M0.05%
106UNILEVER PLCUNLYF17,340$1.1M0.04%
107AT&T INCT-PC44,027$1.1M0.04%
108CATERPILLAR INCCAT8,158$995,8930.04%
109ABBVIE INCABBV8,990$978,2970.04%
110UNION PAC CORPUNP3,042$941,5330.04%
111PHILIP MORRIS INTL INC7181721096,964$940,3170.04%
112ROCKWELL AUTOMATION INCROK1,933$780,9340.03%
113VERALTO CORPVLTO6,323$746,3690.03%
114HOME DEPOT INCHD1,701$738,1210.03%
115PAYPAL HLDGS INCPYPL14,897$705,2050.03%
116SHELL PLCRYDAF18,977$674,0270.03%
117RYANAIR HOLDINGS PLCRYAOF62,830$658,0250.03%
118EQUINIX INCEQIX1,479$640,1480.03%
119GE VERNOVA INCGEV1,931$618,2320.03%
120KKR & CO INCKKRT5,022$616,5750.03%
121NORTHROP GRUMMAN CORPNOC1,053$608,0210.03%
122ELECTRONIC ARTS INCEA3,419$560,9250.02%
123CSX CORPCSX18,246$555,8190.02%
124CHENIERE ENERGY INCLNG2,200$535,4040.02%
125MERCK & CO INCMRK15,376$535,2520.02%
126ALTRIA GROUP INCMO8,412$533,7870.02%
127MARRIOTT INTL INC NEW5719032021,907$520,8460.02%
128BOEING COBA-PA2,870$504,8720.02%
129BOSTON SCIENTIFIC CORPBSX5,070$496,0730.02%
130LAUDER ESTEE COS INC5184391047,402$470,2730.02%
131NORTHERN TR CORPNTRSO5,160$427,2280.02%
132COTERRA ENERGY INCCTRA15,346$384,9970.02%
133STARBUCKS CORPSBUX3,398$318,9600.01%
134ASTRAZENECA PLCAZN4,198$293,2420.01%
135WESTERN DIGITAL CORPWDC2,647$283,6150.01%
136BRISTOL-MYERS SQUIBB COCELG-RI7,344$281,8830.01%
137XYLEM INCXYL4,070$280,6100.01%
138AUTODESK INCADSK1,350$271,6610.01%
139ALLSTATE CORPALL-PJ1,342$269,9910.01%
140DUPONT DE NEMOURS INCDD4,210$268,7090.01%
141STATE STR CORPSTT-PG2,455$261,0620.01%
142EMERSON ELEC COEMR2,248$259,5560.01%
143TWILIO INCTWLO2,175$248,5490.01%
144CONOCOPHILLIPSCOP6,691$248,0910.01%
145COINBASE GLOBAL INCCOIN6,156$245,6190.01%
146CORTEVA INCCTVA3,204$227,6180.01%
147JACKSON FINANCIAL INCJXN-PA12,301$225,1540.01%
148INTEL CORPINTC29,315$218,4240.01%
149US BANCORP DELUSB-PS4,720$213,4570.01%
150KEYSIGHT TECHNOLOGIES INCKEYS2,265$206,7220.01%
151COMCAST CORP NEWCCZ6,112$193,2930.01%
152COOPER COS INC2166485013,935$193,1660.01%
153ORACLE CORPORCL-PD1,684$192,2730.01%
154MERCADOLIBRE INCMELI243$190,6280.01%
155NOVO-NORDISK A SNONOF4,799$190,1720.01%
156CROWN HLDGS INCCCK3,505$180,1270.01%
157PHILLIPS 66PSX1,041$168,2700.01%
158ICICI BANK LIMITEDIBN4,801$161,4420.01%
159BROADCOM INCAVGO1,682$150,2310.01%
160HENRY SCHEIN INCHSIC1,186$148,7140.01%
161WASTE MGMT INC DEL94106L109650$148,6970.01%
162GENERAL MLS INC3703341042,846$147,3870.01%
163ASML HOLDING N VASMLF182$145,7840.01%
164SYSCO CORPSYY2,725$143,8420.01%
165LOCKHEED MARTIN CORPLMT186$131,0040.01%
166WD 40 COWDFC570$130,0760.01%
167UBER TECHNOLOGIES INCUBER4,697$129,7930.01%
168AGCO CORPAGCO2,210$124,7870.01%
169CVS HEALTH CORPCVS1,800$124,0710.01%
170KIMBERLY-CLARK CORPKMB125$123,0930.01%
171CORNING INCGLW2,970$116,7430.00%
172ECOLAB INCECL608$116,3520.00%
173LAM RESEARCH CORPLRCX1,216$112,8520.00%
174CLEAN HARBORS INCCLH460$106,3630.00%
175BALL CORPBALL4,642$105,1710.00%
176BROWN FORMAN CORPBF-B3,610$103,8010.00%
177DOW INCDOW4,837$103,7830.00%
178CROWN CASTLE INCCCI950$97,5410.00%
179OCCIDENTAL PETE CORP6745991051,900$96,5880.00%
180KRAFT HEINZ COKHC15,040$92,5240.00%
181FOX CORPFOX4,568$91,8420.00%
182VARONIS SYS INCVRNS1,800$91,2920.00%
183DELL TECHNOLOGIES INCDELL737$90,2860.00%
184WATERS CORP941848103250$87,2800.00%
185CAPITAL ONE FINL CORP14040H1051,288$86,5380.00%
186MOODYS CORPMCO240$85,1940.00%
187GILEAD SCIENCES INCGILD926$84,8600.00%
188NOVARTIS AGNVSEF448$84,6830.00%
189FEDEX CORPFDX460$81,8330.00%
190ALNYLAM PHARMACEUTICALS INCALNY290$81,4140.00%
191CIENA CORPCIEN1,025$81,2950.00%
192FLOWERS FOODS INCFLO7,932$79,8550.00%
193FISERV INCFISV550$77,5540.00%
194GRAINGER W W INC38480210474$76,8690.00%
195MANPOWERGROUP INC WISMAN1,979$75,6410.00%
196GENERAL DYNAMICS CORPGD475$73,5060.00%
197BP PLCBPPFF4,506$71,2640.00%
198THE CIGNA GROUP125523100499$67,4040.00%
199QUALCOMM INCQCOM877$63,6740.00%
200VERISK ANALYTICS INCVRSK341$62,5920.00%
201GENERAL MTRS CO37045V1001,253$61,6260.00%
202ALIBABA GROUP HLDG LTDBBAAY11,770$57,8150.00%
203OTIS WORLDWIDE CORPOTIS1,472$52,9440.00%
204AIRBNB INCABNB655$49,4720.00%
205TRIMBLE INCTRMB705$49,3720.00%
206ILLUMINA INCILMN553$49,3170.00%
207AMERICAN ELEC PWR CO INC025537101450$46,6870.00%
208BRASILAGRO COMPANHIA BRASILE10554B10418,624$42,2140.00%
209ENTERGY CORP NEWENO500$41,5270.00%
210SS&C TECHNOLOGIES HLDGS INCSSNC500$41,3950.00%
211EQUIFAX INCEFX154$39,9220.00%
212METTLER TOLEDO INTERNATIONALMTD133$39,9170.00%
213IRHYTHM TECHNOLOGIES INCIRTC245$37,6850.00%
214LINDSAY CORPLNN245$35,3710.00%
215ADVANCED MICRO DEVICES INCAMD4,978$34,7560.00%
216UNITED PARCEL SERVICE INCUPS1,895$33,9930.00%
2173M COMMM1,154$33,4590.00%
218OLIN CORPOLN1,615$32,4130.00%
219SMITH A O CORPAOS490$32,1190.00%
220AMGEN INCAMGN113$31,5350.00%
221HEXCEL CORP NEW428291108200$28,2430.00%
222ARES MANAGEMENT CORPORATIONARES-PB158$27,3230.00%
223WELLS FARGO CO NEW9497461013,877$27,2150.00%
224FIDELITY NATL INFORMATION SV31620M1062,160$24,8190.00%
225OVINTIV INCOVV512$23,5730.00%
226FORD MTR CO3453708601,866$20,2130.00%
227AVERY DENNISON CORPAVY113$19,8060.00%
228TERADYNE INCTER1,115$19,3270.00%
229PULTE GROUP INC745867101154$16,2360.00%
230INTERCONTINENTAL EXCHANGE IN45866F104955$16,1370.00%
231DIAMONDBACK ENERGY INCFANG2,430$16,0680.00%
232SYNOPSYS INCSNPS30$15,3840.00%
233SEMPRASREA16$15,1430.00%
234VIATRIS INCVTRS4,486$14,9540.00%
235COPART INCCPRT1,530$14,7160.00%
236DROPBOX INCDBX6,245$14,2890.00%
237SEA LTDSE178$13,5990.00%
238LULULEMON ATHLETICA INCLULU300$13,0580.00%
239HCA HEALTHCARE INCHCA30$11,4840.00%
240KYNDRYL HLDGS INCKD274$11,3280.00%
241ARVINAS INCARVN1,474$10,8530.00%
242CHURCH & DWIGHT CO INCCHD109$10,4710.00%
243PETROLEO BRASILEIRO SA PETRO71654V40814,910$10,2600.00%
244BEONE MEDICINES LTDBEIGF41$9,9230.00%
245FORTIVE CORPFTV183$9,5370.00%
246FAIR ISAAC CORPFICO7$9,1300.00%
247LITTELFUSE INCLFUS65$9,0580.00%
248ADVANSIX INCASIX336$9,0050.00%
249ALEXANDRIA REAL ESTATE EQ IN015271109120$8,7130.00%
250TRANSUNIONTRU109$8,6180.00%
251ZIMMER BIOMET HOLDINGS INCZBH80$7,2930.00%
252IDEXX LABS INC45168D10412$6,4320.00%
253BROWN & BROWN INCBRO467$6,3170.00%
254T-MOBILE US INCTMUSZ96$5,9560.00%
255NEOGEN CORPNEOG1,200$4,7740.00%
256CADIZ INCCDZIP15,191$4,0900.00%
257MATTEL INCMAT200$3,9410.00%
258GRAIL INCGRAL347$3,5980.00%
259APELLIS PHARMACEUTICALS INCAPLS150$2,5940.00%
260TAKEDA PHARMACEUTICAL CO LTDTKPHF2,515$2,5800.00%
261UBIQUITI INCUI28$1,2350.00%
262CHEMOURS COCC457$1,1790.00%
263GEN DIGITAL INCGENVR179$8810.00%
264CEVA INCCEVA188$8130.00%
265EMBECTA CORPEMBC72$7170.00%
266WARNER BROS DISCOVERY INCWBD5,567$7110.00%
267WABTEC92974010881$4190.00%
268SOLVENTUM CORPSOLV237$3790.00%
269RESIDEO TECHNOLOGIES INCREZI15$3750.00%
270DOCUSIGN INCDOCU3$2340.00%
271SUNRISE COMMUNICATIONS AGSNNRF1,049$1130.00%
272ORGANON & COOGN37$1060.00%