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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 (Amended)

Evelyn Partners Investment Management Services Ltd

Quarter ended Q3 2025 · Filed November 26, 2025 · Accession 0001420506-25-003503

Total Value
$666.0M
Positions
264
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT101,909$50.7M7.61%
2AMAZON COM INCAMZN162,027$35.5M5.34%
3VISA INCV90,205$32.0M4.81%
4ALPHABET INCGOOG173,958$30.7M4.60%
5STRYKER CORPORATIONSYK65,475$25.9M3.89%
6NVIDIA CORPORATIONNVDA146,230$23.1M3.47%
7BERKSHIRE HATHAWAY INC DELBRK-A43,966$21.4M3.21%
8BOOKING HOLDINGS INCBKNG3,039$17.6M2.64%
9DISNEY WALT CO254687106141,436$17.5M2.63%
10AUTOMATIC DATA PROCESSING INADP56,055$17.3M2.60%
11META PLATFORMS INCMETA23,184$17.1M2.57%
12GOLDMAN SACHS GROUP INCGSCE24,075$17.0M2.56%
13JOHNSON & JOHNSONJNJ101,613$15.5M2.33%
14TAIWAN SEMICONDUCTOR MFG LTD87403910067,140$15.2M2.28%
15CHUBB LIMITEDCB50,533$14.6M2.20%
16MCDONALDS CORPMCD46,816$13.7M2.05%
17APPLE INCAAPL58,176$11.9M1.79%
18CRH PLCCRH125,643$11.5M1.73%
19THERMO FISHER SCIENTIFIC INCTMO28,103$11.4M1.71%
20MONDELEZ INTL INC609207105168,246$11.3M1.70%
21MASTERCARD INCORPORATEDMA19,015$10.7M1.60%
22INTUITIVE SURGICAL INCISRG19,298$10.5M1.57%
23ARISTA NETWORKS INCANET92,090$9.4M1.41%
24INTUITINTU11,389$9.0M1.35%
25ZOETIS INCZTS57,460$9.0M1.35%
26WHEATON PRECIOUS METALS CORPWPM90,411$8.1M1.22%
27COLGATE PALMOLIVE COCL87,707$8.0M1.20%
28PEPSICO INCPEP56,128$7.4M1.11%
29ADOBE INCADBE18,758$7.3M1.09%
30VANGUARD INTL EQUITY INDEX F92204274253,292$6.8M1.03%
31PROCTER AND GAMBLE CO74271810942,477$6.8M1.02%
32ACCENTURE PLC IRELANDACN21,660$6.5M0.97%
33FRANCO NEV CORPFNV37,682$6.2M0.93%
34MCCORMICK & CO INCMKC-V76,779$5.8M0.87%
35JPMORGAN CHASE & CO.VYLD19,421$5.6M0.85%
36INVESCO QQQ TRIVZ10,000$5.5M0.83%
37SPROTT PHYSICAL GOLD & SILVESII180,937$5.4M0.82%
38S&P GLOBAL INCSPGI10,202$5.4M0.81%
39WATERS CORP94184810315,408$5.4M0.81%
40LINDE PLCLIN10,507$4.9M0.74%
41COCA COLA COKO66,737$4.7M0.71%
42SMURFIT WESTROCK PLCSW106,399$4.6M0.69%
43AUTOZONE INCAZO1,206$4.5M0.67%
44PAYPAL HLDGS INCPYPL52,857$3.9M0.59%
45SPDR GOLD TRGLD12,268$3.7M0.56%
46FERGUSON ENTERPRISES INCFERG16,984$3.7M0.56%
47LAM RESEARCH CORPLRCX36,873$3.6M0.54%
48NASDAQ INCNDAQ37,086$3.3M0.50%
49LITMAN GREGORY FDS TR53700T827121,170$3.1M0.47%
50IDEX CORP45167R10415,412$2.7M0.41%
51VANECK ETF TRUST92189F10644,426$2.3M0.35%
52MCCORMICK & CO INCMKC-V29,693$2.2M0.34%
53TJX COS INC NEW87254010917,086$2.1M0.32%
54AGNICO EAGLE MINES LTDAEM17,660$2.1M0.32%
55BANK AMERICA CORP06050510444,462$2.1M0.32%
56ELECTRONIC ARTS INCEA12,206$1.9M0.29%
57CADENCE DESIGN SYSTEM INCCDNS5,894$1.8M0.27%
58EATON CORP PLCETN4,913$1.8M0.26%
59PROLOGIS INC.PLDGP16,580$1.7M0.26%
60UNITEDHEALTH GROUP INCUNH5,522$1.7M0.26%
61NORTHROP GRUMMAN CORPNOC3,373$1.7M0.25%
62VANGUARD INTL EQUITY INDEX F92204286620,378$1.7M0.25%
63PALO ALTO NETWORKS INCPANW7,904$1.6M0.24%
64ETFS GOLD TR00326A10448,168$1.5M0.23%
65NEWMONT CORPNEMCL25,647$1.5M0.22%
66VANGUARD WORLD FD92204A30612,521$1.5M0.22%
67ALPHABET INCGOOG8,001$1.4M0.21%
68AMERICAN TOWER CORP NEW03027X1006,044$1.3M0.20%
69SERVICENOW INCNOW1,237$1.3M0.19%
70ELI LILLY & COLLY1,589$1.2M0.19%
71NETFLIX INCNFLX919$1.2M0.18%
72COSTCO WHSL CORP NEW22160K1051,242$1.2M0.18%
73WALMART INCWMT12,523$1.2M0.18%
74AIR PRODS & CHEMS INCAIIR4,117$1.2M0.17%
75EXXON MOBIL CORPXOM10,715$1.2M0.17%
76VANGUARD INTL EQUITY INDEX F92204287414,592$1.1M0.17%
77CANADIAN PACIFIC KANSAS CITYCP14,096$1.1M0.17%
78GLOBAL X FDS37954Y87128,502$1.1M0.17%
79MSCI INCMSCI1,855$1.1M0.16%
80HONEYWELL INTL INC4385161064,422$1.0M0.15%
81BLACKROCK INCBLK898$942,2270.14%
82NIKE INCNKE13,223$939,3620.14%
83INTERNATIONAL PAPER CO46014610319,463$911,4520.14%
84SALESFORCE INCCRM3,271$891,9690.13%
85INDIVIOR PLCINDV57,991$854,7870.13%
86BARRICK MNG CORP06849F10837,968$791,0410.12%
87THOMSON REUTERS CORPTMSOF3,870$778,8180.12%
88SCHLUMBERGER LTDSLB22,904$774,1550.12%
89AMPHENOL CORP NEW0320951017,683$758,6960.11%
90VANGUARD INDEX FDS9229086292,657$743,5080.11%
91GE AEROSPACE3696043012,863$736,9080.11%
92TEXAS INSTRS INC8825081043,112$646,1130.10%
93CME GROUP INCCME2,278$627,8620.09%
94BECTON DICKINSON & COBDX3,520$606,3200.09%
95JONES LANG LASALLE INCJLL2,250$575,5050.09%
96ABBVIE INCABBV2,972$551,6630.08%
97ROYAL BK CDA7800871024,021$530,3400.08%
98ABBOTT LABSABLZF3,515$478,0750.07%
99FREEPORT-MCMORAN INCFCX10,899$472,4720.07%
100MICRON TECHNOLOGY INCMU3,701$456,1480.07%
101FERRARI N VRACE927$454,6540.07%
102PFIZER INCPFE17,642$427,6450.06%
103FASTENAL COFAST9,536$400,5120.06%
104VANGUARD INDEX FDS922908363660$374,9000.06%
105INTERCONTINENTAL EXCHANGE IN45866F1041,966$360,7020.05%
106HOME DEPOT INCHD953$349,4080.05%
107CISCO SYS INCCSCO4,798$332,8850.05%
108ROCKWELL AUTOMATION INCROK1,000$332,1700.05%
109GE HEALTHCARE TECHNOLOGIES IGEHC4,286$317,4640.05%
110TMC THE METALS COMPANY INCTMCWW47,021$310,3390.05%
111ROPER TECHNOLOGIES INCROP540$306,0940.05%
112AXON ENTERPRISE INCAXON334$276,5320.04%
113UBS GROUP AGUBS8,100$274,2270.04%
114VERIZON COMMUNICATIONS INCVZ6,209$268,6630.04%
115DANAHER CORPORATION2358511021,345$265,6910.04%
116PHILIP MORRIS INTL INC7181721091,449$263,9060.04%
117DEERE & CODE510$259,3300.04%
118BROWN & BROWN INCBRO2,286$253,4490.04%
119RTX CORPORATIONRTX1,578$230,4200.03%
120EQUINIX INCEQIX284$225,9130.03%
121VANGUARD INDEX FDS922908769742$225,5160.03%
122TESLA INCTSLA684$217,2790.03%
123STIFEL FINL CORP8606301022,080$215,8620.03%
124AUTODESK INCADSK639$197,8150.03%
125WASTE MGMT INC DEL94106L109776$177,5640.03%
126SHERWIN WILLIAMS COSHW516$177,1740.03%
127NXP SEMICONDUCTORS N VNXPI795$173,7000.03%
128BROADCOM INCAVGO588$162,0820.02%
129UNION PAC CORPUNP700$161,0560.02%
130ISHARES TR464288760821$154,8730.02%
131QUALCOMM INCQCOM907$144,4490.02%
132SCHWAB CHARLES CORPSCHW-PJ1,580$144,1590.02%
133PURECYCLE TECHNOLOGIES INCPCTTW10,420$142,7540.02%
134CLOROX CO DELCLX1,135$136,2790.02%
135NEXTERA ENERGY INCNEE-PW1,939$134,6050.02%
136ADVANCED MICRO DEVICES INCAMD937$132,9600.02%
137PALANTIR TECHNOLOGIES INCPLTR958$130,5950.02%
138CHEVRON CORP NEWCVX870$124,5750.02%
139ISHARES TR4642871761,000$110,0400.02%
140HERC HLDGS INCHRI802$105,6150.02%
141GE VERNOVA INCGEV193$102,1260.02%
142L3HARRIS TECHNOLOGIES INCLHX390$97,8280.01%
143ALAMOS GOLD INC NEWAGI3,623$96,4370.01%
144AMPLIFY ETF TR0321086641,104$95,3520.01%
145FIRST TR EXCH TRD ALPHDX FD33737J2242,002$93,8740.01%
146MARSH & MCLENNAN COS INC571748102420$91,8290.01%
147FAIR ISAAC CORPFICO48$87,7420.01%
148OTIS WORLDWIDE CORPOTIS862$85,3550.01%
149GENERAL MLS INC3703341041,552$80,4090.01%
150ISHARES TR464288802632$80,1060.01%
151WILLIAMS COS INC9694571001,254$78,7640.01%
152ORACLE CORPORCL-PD360$78,7070.01%
153OMNICOM GROUP INCOMC1,042$74,9610.01%
154SUPER MICRO COMPUTER INCSMCI1,480$72,5350.01%
155AT&T INCT-PC2,299$66,5330.01%
156NOVO-NORDISK A SNONOF938$64,7410.01%
157ALCON AGALC716$63,3770.01%
158CORTEVA INCCTVA825$61,4870.01%
159MERCK & CO INCMRK758$60,0030.01%
160FIRST SOLAR INCFSLR361$59,7600.01%
161CAMECO CORPCCJ800$59,3840.01%
162APPLIED MATLS INC038222105324$59,3150.01%
163LOCKHEED MARTIN CORPLMT128$59,2820.01%
164COPA HOLDINGS SACPA528$58,0640.01%
165BANK MONTREAL QUE063671101500$55,4520.01%
166CAPITAL ONE FINL CORP14040H105260$55,3180.01%
167INSULET CORPPODD175$54,9820.01%
168UNILEVER PLCUNLYF875$53,5240.01%
169JACKSON FINANCIAL INCJXN-PA583$51,7650.01%
170VANGUARD WORLD FD92204A70278$51,7360.01%
171KLA CORPKLAC56$50,1610.01%
172ASML HOLDING N VASMLF59$47,2820.01%
173OREILLY AUTOMOTIVE INC67103H107510$45,9660.01%
174BOEING COBA-PA219$45,8870.01%
175DEUTSCHE BANK A GD181908981,432$42,4840.01%
176KEURIG DR PEPPER INCKDP1,272$42,0520.01%
177BLACKSTONE INCBX278$41,5830.01%
178PNC FINL SVCS GROUP INC693475105220$41,0120.01%
179ALIBABA GROUP HLDG LTDBBAAY358$40,6010.01%
180LAUDER ESTEE COS INC518439104501$40,4810.01%
181AIRBNB INCABNB292$38,6430.01%
182STATE STR CORPSTT-PG360$38,2820.01%
183IDEXX LABS INC45168D10465$34,8620.01%
184KEYSIGHT TECHNOLOGIES INCKEYS210$34,4110.01%
185KRANESHARES TRUST5007676781,103$32,7480.00%
186VANGUARD WORLD FD921910725487$31,8990.00%
187FIRST TR EXCHANGE TRADED FD33738R118350$31,5600.00%
188ETSY INCETSY568$28,4910.00%
189EOG RES INCEOG235$28,1080.00%
190INTERNATIONAL BUSINESS MACHSINTR95$28,0040.00%
191RYANAIR HOLDINGS PLCRYAOF480$27,6820.00%
192AGILENT TECHNOLOGIES INCA233$27,4960.00%
193WISDOMTREE TRWT232$26,5110.00%
194ISHARES TR464288810420$26,3090.00%
195MEDTRONIC PLCMDT300$26,1510.00%
196LULULEMON ATHLETICA INCLULU110$26,1340.00%
197MORGAN STANLEYMS-PQ185$26,0590.00%
198KIMBERLY-CLARK CORPKMB200$25,7840.00%
199PERPETUA RESOURCES CORPPPTA2,014$24,4810.00%
200CATERPILLAR INCCAT63$24,4570.00%
201SELECT SECTOR SPDR TR81369Y308300$24,2910.00%
202SAP SESAPGF76$23,1120.00%
203CITIGROUP INCC-PR270$22,9820.00%
204KRAFT HEINZ COKHC850$21,9470.00%
205ARCHER DANIELS MIDLAND COADM400$21,1120.00%
206BOSTON SCIENTIFIC CORPBSX195$20,9450.00%
207AMPLIFY ETF TR032108557360$20,9270.00%
208COINBASE GLOBAL INCCOIN59$20,6790.00%
209UBER TECHNOLOGIES INCUBER215$20,0600.00%
210YUM BRANDS INCYUM130$19,2630.00%
211GLOBAL X FDS37954Y830406$18,2700.00%
212AMERICAN EXPRESS COAXP55$17,5440.00%
213MAGNITE INCMGNI703$16,9560.00%
214VERALTO CORPVLTO152$15,3440.00%
215STARBUCKS CORPSBUX157$14,3860.00%
216ASTRAZENECA PLCAZN190$13,2770.00%
217APTIV PLCAPTV193$13,1660.00%
218CANADIAN IMPERIAL BK COMMCNDIF185$13,1420.00%
219INTERACTIVE BROKERS GROUP IN45841N107232$12,8550.00%
220SHELL PLCRYDAF178$12,5330.00%
221APPLIED DIGITAL CORPAPLD1,142$11,5000.00%
222CHEMOURS COCC975$11,1640.00%
223OCCIDENTAL PETE CORP674599105250$10,5030.00%
224SANOFISNYNF197$9,5170.00%
225ASTERA LABS INCALAB102$9,2230.00%
226ISHARES TR46428752336$8,5930.00%
227CLEARFIELD INCCLFD194$8,4220.00%
228MODERNA INCMRNA304$8,3870.00%
229FIRST TR EXCHANGE-TRADED FD33733E500256$8,3690.00%
230ENPHASE ENERGY INCENPH207$8,2080.00%
231TEVA PHARMACEUTICAL INDS LTD881624209480$8,0450.00%
232MARKEL GROUP INCMKL4$7,9890.00%
233RIO TINTO PLCRTNTF135$7,8750.00%
234GENERAL DYNAMICS CORPGD26$7,5830.00%
235BHP GROUP LTDBHPLF155$7,4540.00%
236CONOCOPHILLIPSCOP75$6,7310.00%
237VITESSE ENERGY INCVTS300$6,6270.00%
238DENISON MINES CORPDNN3,563$6,5200.00%
239COPART INCCPRT130$6,3790.00%
240SKECHERS U S A INC83056610597$6,1210.00%
241RIOT PLATFORMS INCRIOT504$5,6950.00%
242ESAB CORPORATIONESAB46$5,5450.00%
243INVESCO EXCH TRADED FD TR IIIVZ346$4,3600.00%
244ADAMS DIVERSIFIED EQUITY FD006212104195$4,2330.00%
245DOLE PLCDOLE285$3,9870.00%
246WARNER BROS DISCOVERY INCWBD343$3,9310.00%
247KENVUE INCKVUE184$3,8510.00%
248BILL HOLDINGS INCBILL81$3,7470.00%
249GXO LOGISTICS INCORPORATEDGXO72$3,5060.00%
250JANUS HENDERSON GROUP PLCJHG76$2,9520.00%
251MICROSTRATEGY INCSTRK7$2,8300.00%
252CENOVUS ENERGY INCCVE201$2,7370.00%
253VANGUARD WHITEHALL FDS92194688527$1,7640.00%
254UNDER ARMOUR INCUA251$1,7140.00%
255UNDER ARMOUR INCUA252$1,6350.00%
256TAKEDA PHARMACEUTICAL CO LTDTKPHF98$1,5150.00%
257ENOVIS CORPORATIONENOV46$1,4430.00%
258EMBECTA CORPEMBC70$6780.00%
259T-MOBILE US INCTMUSZ2$4170.00%
260CENOVUS ENERGY INCCVE16$1410.00%
261VIATRIS INCVTRS5$450.00%
262LIBERTY LATIN AMERICA LTDLILAB4$250.00%
263LIBERTY LATIN AMERICA LTDLILAB1$60.00%
264MICROBOT MED INCMBOT1$30.00%