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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 Services Ltd

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001420506-25-001851

Total Value
$750.6M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT125,396$65.7M8.75%
2AMAZON COM INCAMZN236,588$50.1M6.67%
3VISA INCV119,549$40.9M5.44%
4ALPHABET INCGOOG203,424$38.3M5.11%
5BERKSHIRE HATHAWAY INC DELBRK-A76,907$36.4M4.85%
6STRYKER CORPORATIONSYK90,599$34.2M4.56%
7NVIDIA CORPORATIONNVDA181,974$32.5M4.33%
8DISNEY WALT CO254687106181,012$21.1M2.81%
9META PLATFORMS INCMETA26,716$20.0M2.67%
10AUTOMATIC DATA PROCESSING INADP31,872$19.6M2.62%
11GOLDMAN SACHS GROUP INCGSCE25,925$18.8M2.50%
12BOOKING HOLDINGS INCBKNG3,451$18.6M2.48%
13JOHNSON & JOHNSONJNJ110,304$18.5M2.46%
14TAIWAN SEMICONDUCTOR MFG LTD874039100137,903$18.2M2.42%
15MCDONALDS CORPMCD57,223$17.3M2.31%
16APPLE INCAAPL85,367$16.6M2.21%
17ZOETIS INCZTS103,021$15.2M2.02%
18THERMO FISHER SCIENTIFIC INCTMO30,760$14.4M1.92%
19MASTERCARD INCORPORATEDMA23,128$12.9M1.72%
20MONDELEZ INTL INC609207105199,762$12.8M1.70%
21INTUITIVE SURGICAL INCISRG26,118$12.4M1.65%
22ARISTA NETWORKS INCANET1,995$10.4M1.39%
23PROCTER AND GAMBLE CO74271810962,217$9.5M1.26%
24INTUITINTU11,578$9.4M1.25%
25COLGATE PALMOLIVE COCL110,298$9.2M1.23%
26PEPSICO INCPEP64,753$9.0M1.20%
27ADOBE INCADBE23,509$8.2M1.09%
28WATERS CORP94184810311,014$7.1M0.95%
29S&P GLOBAL INCSPGI13,978$7.0M0.94%
30AUTOZONE INCAZO64,413$6.5M0.87%
31COCA COLA COKO93,121$6.4M0.86%
32JPMORGAN CHASE & CO.VYLD21,115$6.2M0.82%
33MCCORMICK & CO INCMKC-V83,330$5.8M0.78%
34PAYPAL HLDGS INCPYPL85,130$5.7M0.76%
35NASDAQ INCNDAQ54,501$5.2M0.70%
36FERGUSON ENTERPRISES INCFERG3,939$5.0M0.66%
37WALMART INCWMT45,579$4.5M0.60%
38UNITEDHEALTH GROUP INCUNH15,158$3.7M0.49%
39LAM RESEARCH CORPLRCX37,684$3.6M0.48%
40IDEX CORP45167R10413,763$2.9M0.39%
41MSCI INCMSCI4,971$2.8M0.37%
42DEERE & CODE4,268$2.6M0.35%
43PALO ALTO NETWORKS INCPANW14,541$2.5M0.33%
44ALPHABET INCGOOG12,591$2.4M0.32%
45BANK AMERICA CORP06050510450,268$2.3M0.31%
46MCCORMICK & CO INCMKC-V22,591$2.2M0.30%
47ALPHABET INCGOOG11,843$2.2M0.30%
48MICROSOFT CORPMSFT4,141$2.2M0.29%
49NEXTERA ENERGY INCNEE-PW29,830$2.1M0.28%
50TJX COS INC NEW87254010916,760$2.1M0.28%
51ELECTRONIC ARTS INCEA12,212$2.0M0.26%
52CADENCE DESIGN SYSTEM INCCDNS5,299$1.9M0.26%
53PROLOGIS INC.PLDGP16,628$1.7M0.23%
54COSTCO WHSL CORP NEW22160K1051,820$1.7M0.23%
55DISNEY WALT CO25468710614,670$1.7M0.23%
56NORTHROP GRUMMAN CORPNOC3,378$1.7M0.23%
57AMAZON COM INCAMZN7,944$1.7M0.22%
58MASTERCARD INCORPORATEDMA2,975$1.7M0.22%
59STRYKER CORPORATIONSYK4,406$1.7M0.22%
60VISA INCV4,868$1.7M0.22%
61AMERICAN TOWER CORP NEW03027X1005,354$1.7M0.22%
62PAYPAL HLDGS INCPYPL24,756$1.7M0.22%
63INTUITINTU11,578$1.7M0.22%
64ADOBE INCADBE4,690$1.6M0.22%
65PROCTER AND GAMBLE CO74271810910,510$1.6M0.21%
66ZOETIS INCZTS10,746$1.6M0.21%
67ELI LILLY & COLLY2,003$1.5M0.20%
68NEWMONT CORPNEMCL22,701$1.5M0.20%
69AIR PRODS & CHEMS INCAIIR6,031$1.5M0.19%
70CME GROUP INCCME5,153$1.4M0.19%
71AMERICAN WTR WKS CO INC NEW0304201037,280$1.4M0.19%
72NIKE INCNKE17,781$1.3M0.17%
73SERVICENOW INCNOW1,406$1.3M0.17%
74NETFLIX INCNFLX1,509$1.2M0.17%
75EXXON MOBIL CORPXOM11,305$1.2M0.17%
76HONEYWELL INTL INC4385161066,608$1.2M0.16%
77AUTOZONE INCAZO272$1.1M0.14%
78SHERWIN WILLIAMS COSHW2,010$1.0M0.14%
79SALESFORCE INCCRM4,621$1.0M0.13%
80WILLIAMS COS INC96945710014,323$967,9870.13%
81BLACKROCK INCBLK864$943,0440.13%
82GE VERNOVA INCGEV2,317$796,5320.11%
83GE AEROSPACE3696043012,917$785,7210.10%
84BECTON DICKINSON & COBDX4,417$779,0730.10%
85UNION PAC CORPUNP3,474$774,6610.10%
86TESLA INCTSLA2,557$773,8550.10%
87AMPHENOL CORP NEW0320951017,126$741,0700.10%
88GE HEALTHCARE TECHNOLOGIES IGEHC9,547$666,8380.09%
89TEXAS INSTRS INC8825081042,659$646,6740.09%
90JONES LANG LASALLE INCJLL2,250$576,0040.08%
91HOME DEPOT INCHD1,497$559,2440.07%
92ABBVIE INCABBV2,825$552,1410.07%
93FREEPORT-MCMORAN INCFCX619$517,3540.07%
94VERIZON COMMUNICATIONS INCVZ12,021$516,3130.07%
95ABBOTT LABSABLZF4,839$505,7160.07%
96CISCO SYS INCCSCO7,423$505,3860.07%
97PFIZER INCPFE20,701$482,1170.06%
98MICRON TECHNOLOGY INCMU1,020$456,5440.06%
99FASTENAL COFAST5,304$390,8550.05%
100CHEVRON CORP NEWCVX185$372,3300.05%
101INTERCONTINENTAL EXCHANGE IN45866F10469$367,4420.05%
102CATERPILLAR INCCAT834$357,4630.05%
103DANAHER CORPORATION2358511023,083$354,8920.05%
104ROCKWELL AUTOMATION INCROK887$332,4580.04%
105ROPER TECHNOLOGIES INCROP85$306,3590.04%
106TRIP COM GROUP LTDTRPCF4,645$288,2900.04%
107PHILIP MORRIS INTL INC718172109106$264,1350.04%
108BROWN & BROWN INCBRO2,586$253,6690.03%
109EQUINIX INCEQIX279$226,1090.03%
110MARKEL GROUP INCMKL82$223,8980.03%
111STIFEL FINL CORP8606301022,080$216,0500.03%
112WASTE MGMT INC DEL94106L109914$210,2390.03%
113AUTODESK INCADSK111$197,9870.03%
114KEURIG DR PEPPER INCKDP6,884$191,0210.03%
115OLD DOMINION FREIGHT LINE INODFL1,117$180,9590.02%
116AMERICAN EXPRESS COAXP184$175,5910.02%
117KIMBERLY-CLARK CORPKMB1,075$174,8380.02%
118MICROSTRATEGY INCSTRK14,280$156,5730.02%
119JACKSON FINANCIAL INCJXN-PA2,008$154,9840.02%
120BROADCOM INCAVGO3,003$154,4980.02%
121QUALCOMM INCQCOM983$144,5740.02%
122ADVANCED MICRO DEVICES INCAMD467$144,4380.02%
123SCHWAB CHARLES CORPSCHW-PJ1,449$144,2840.02%
124PURECYCLE TECHNOLOGIES INCPCTTW11,198$142,8780.02%
125CLOROX CO DELCLX1,135$136,3980.02%
126PALANTIR TECHNOLOGIES INCPLTR2,099$130,7080.02%
127MERCK & CO INCMRK1,483$116,5450.02%
128LIBERTY MEDIA CORP DELFWONB1,236$109,8200.01%
129LAUDER ESTEE COS INC518439104125$106,5060.01%
130HERC HLDGS INCHRI1,095$105,7070.01%
131BROWN FORMAN CORPBF-B5,033$103,9360.01%
132OTIS WORLDWIDE CORPOTIS975$100,2950.01%
133REPUBLIC SVCS INC760759100400$98,7300.01%
134L3HARRIS TECHNOLOGIES INCLHX352$97,9120.01%
135KRAFT HEINZ COKHC3,522$96,5470.01%
136STARBUCKS CORPSBUX1,089$94,5530.01%
137MERCADOLIBRE INCMELI75$94,1720.01%
138MARSH & MCLENNAN COS INC571748102465$91,9080.01%
139SYSCO CORPSYY1,151$90,9670.01%
140FAIR ISAAC CORPFICO103$87,8180.01%
141ECOLAB INCECL370$84,6780.01%
142LOCKHEED MARTIN CORPLMT130$82,9740.01%
143BLACKSTONE INCBX4,510$82,7900.01%
144GENERAL MLS INC370334104136$80,4790.01%
145ASML HOLDING N VASMLF153$80,2090.01%
146ORACLE CORPORCL-PD8,992$78,7750.01%
147SILENCE THERAPEUTICS PLCSLNCF14,334$77,2880.01%
148IDEXX LABS INC45168D104609$76,2260.01%
149OMNICOM GROUP INCOMC1,042$75,0270.01%
150SUPER MICRO COMPUTER INCSMCI3,050$72,5980.01%
151AT&T INCT-PC2,822$66,5910.01%
152NOVO-NORDISK A SNONOF1,345$64,7970.01%
153BOEING COBA-PA1,369$63,1230.01%
154COINBASE GLOBAL INCCOIN166$62,7920.01%
155HENRY SCHEIN INCHSIC850$62,1460.01%
156CORTEVA INCCTVA825$61,5410.01%
157FIRST SOLAR INCFSLR361$59,8120.01%
158APPLIED MATLS INC03822210573$59,3660.01%
159BRF SA10552T10716,000$58,4510.01%
160KINSALE CAP GROUP INC49714P108119$57,6340.01%
161CAPITAL ONE FINL CORP14040H105254$55,3660.01%
162INSULET CORPPODD175$55,0290.01%
163UNILEVER PLCUNLYF875$53,5700.01%
164ALIBABA GROUP HLDG LTDBBAAY1,066$53,1220.01%
165VULCAN MATLS CO929160109200$52,2090.01%
166KLA CORPKLAC57$50,2050.01%
167INTERNATIONAL BUSINESS MACHSINTR201$50,1560.01%
168YUM BRANDS INCYUM582$48,9420.01%
169OREILLY AUTOMOTIVE INC67103H107510$46,0060.01%
170CROWDSTRIKE HLDGS INCCRWD327$45,8780.01%
171RYANAIR HOLDINGS PLCRYAOF702$43,8670.01%
172COOPER COS INC216648501585$41,6650.01%
173PNC FINL SVCS GROUP INC693475105212$41,0480.01%
174LULULEMON ATHLETICA INCLULU136$39,2350.01%
175NUCOR CORPNUE272$38,8960.01%
176AIRBNB INCABNB164$38,6770.01%
177STATE STR CORPSTT-PG360$38,3160.01%
178THE TRADE DESK INC88339J105187$38,1880.01%
179KEYSIGHT TECHNOLOGIES INCKEYS6,343$34,4400.00%
180ETSY INCETSY475$28,5160.00%
181VIATRIS INCVTRS3,213$28,3060.00%
182EOG RES INCEOG80$28,1330.00%
183ARCHER DANIELS MIDLAND COADM709$27,9980.00%
184AGILENT TECHNOLOGIES INCA244$27,5200.00%
185WELLS FARGO CO NEW949746101910$27,2640.00%
186MORGAN STANLEYMS-PQ180$26,0820.00%
187AGCO CORPAGCO595$25,8120.00%
188SEA LTDSE40$25,1320.00%
189ILLUMINA INCILMN123$24,6370.00%
190SAP SESAPGF159$23,1320.00%
191UNITED PARCEL SERVICE INCUPS16$22,3270.00%
192BOSTON SCIENTIFIC CORPBSX199$20,9630.00%
193KINDER MORGAN INC DELEP-PC125$20,4210.00%
194UBER TECHNOLOGIES INCUBER3,150$20,0770.00%
195TAIWAN SEMICONDUCTOR MFG LTD874039100137$18,0160.00%
196ELEMENT SOLUTIONS INCESI750$17,0020.00%
197MAGNITE INCMGNI703$16,9710.00%
198HEXCEL CORP NEW428291108300$16,9620.00%
199CISCO SYS INCCSCO228$15,5550.00%
200VERALTO CORPVLTO165$15,3580.00%
201SEMPRASREA200$15,1670.00%
202FIDELITY NATL INFORMATION SV31620M10680$14,6670.00%
203AMGEN INCAMGN50$13,9730.00%
204MODERNA INCMRNA489$13,5030.00%
205ASTRAZENECA PLCAZN185$13,2890.00%
206INTERACTIVE BROKERS GROUP IN45841N107232$12,8660.00%
207SHELL PLCRYDAF802$12,5440.00%
208CHEMOURS COCC1,021$11,7010.00%
209INTEL CORPINTC604$11,6580.00%
210APPLIED DIGITAL CORPAPLD1,142$11,5100.00%
211OCCIDENTAL PETE CORP674599105301$10,5120.00%
212SANOFISNYNF229$9,5250.00%
213ASTERA LABS INCALAB270$9,2310.00%
214LITTELFUSE INCLFUS144$9,0770.00%
215ADVANSIX INCASIX388$9,0090.00%
216YUM CHINA HLDGS INCYUMC435$8,9500.00%
217TRANSUNIONTRU98$8,6310.00%
218RITHM CAPITAL CORPRITM-PF750$8,4750.00%
219CLEARFIELD INCCLFD194$8,4290.00%
220ENPHASE ENERGY INCENPH254$8,2150.00%
221OKTA INCOKTA98$8,1050.00%
222TEVA PHARMACEUTICAL INDS LTD881624209480$8,0520.00%
223RIO TINTO PLCRTNTF132$7,8810.00%
224GENERAL DYNAMICS CORPGD23$7,5900.00%
225BHP GROUP LTDBHPLF155$7,4600.00%
226EXPAND ENERGY CORPORATIONEXE290$6,9050.00%
227CONOCOPHILLIPSCOP439$6,7360.00%
228VITESSE ENERGY INCVTS300$6,6330.00%
229DOCUSIGN INCDOCU818$5,9250.00%
230RIOT PLATFORMS INCRIOT513$5,7000.00%
231ESAB CORPORATIONESAB65$5,5500.00%
232WARNER BROS DISCOVERY INCWBD361$4,6450.00%
233BILL HOLDINGS INCBILL81$3,7500.00%
234LIBERTY MEDIA CORP DELFWONB44$3,5740.00%
235LUMEN TECHNOLOGIES INCLUMN526$1,9730.00%
236GRAIL INCGRAL47$1,9040.00%
237UNDER ARMOUR INCUA251$1,7160.00%
238UNDER ARMOUR INCUA315$1,6370.00%
239TAKEDA PHARMACEUTICAL CO LTDTKPHF178$1,5160.00%
240ENOVIS CORPORATIONENOV30$1,4440.00%
241ATLANTA BRAVES HLDGS INCBATRB30$1,4040.00%
242EMBECTA CORPEMBC930$1,3970.00%
243NIO INCNIOIF98$4900.00%
244ORGANON & COOGN605$4360.00%
245WABTEC92974010834$4190.00%
246T-MOBILE US INCTMUSZ2$4170.00%
247RESIDEO TECHNOLOGIES INCREZI54$3750.00%
248AVANOS MED INCAVNS25$3060.00%
249MICROBOT MED INCMBOT1$20.00%
250OCEAN PWR TECHNOLOGIES INC6748705061$10.00%