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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 Q4 2025 · Filed December 8, 2025 · Accession 0001420506-25-003531

Total Value
$609.4M
Positions
271
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (271)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT98,722$37.1M6.08%
2VISA INCV88,199$30.9M5.07%
3AMAZON COM INCAMZN147,303$28.0M4.60%
4ALPHABET INCGOOG158,715$24.5M4.03%
5STRYKER CORPORATIONSYK63,685$23.7M3.89%
6BERKSHIRE HATHAWAY INC DELBRK-A41,360$22.0M3.61%
7APPLE INCAAPL90,396$20.1M3.29%
8AUTOMATIC DATA PROCESSING INADP54,469$16.6M2.73%
9JOHNSON & JOHNSONJNJ97,688$16.2M2.66%
10NVIDIA CORPORATIONNVDA144,122$15.6M2.56%
11CHUBB LIMITEDCB47,464$14.3M2.35%
12MCDONALDS CORPMCD44,827$14.0M2.30%
13DISNEY WALT CO254687106140,465$13.9M2.27%
14BOOKING HOLDINGS INCBKNG2,915$13.4M2.20%
15THERMO FISHER SCIENTIFIC INCTMO25,651$12.8M2.09%
16META PLATFORMS INCMETA20,886$12.0M1.98%
17MONDELEZ INTL INC609207105165,044$11.2M1.84%
18CRH PLCCRH123,434$10.9M1.78%
19ARISTA NETWORKS INCANET96,692$10.7M1.75%
20MASTERCARD INCORPORATEDMA18,376$10.1M1.65%
21TAIWAN SEMICONDUCTOR MFG LTD87403910059,755$9.9M1.63%
22INTUITIVE SURGICAL INCISRG18,576$9.2M1.51%
23WHEATON PRECIOUS METALS CORPWPM117,003$9.1M1.49%
24PEPSICO INCPEP59,803$9.0M1.47%
25UNITEDHEALTH GROUP INCUNH16,185$8.5M1.39%
26ZOETIS INCZTS50,396$8.3M1.36%
27PROCTER AND GAMBLE CO74271810947,969$8.2M1.34%
28GOLDMAN SACHS GROUP INCGSCE14,580$8.0M1.31%
29COLGATE PALMOLIVE COCL84,329$7.9M1.30%
30INTUITINTU12,091$7.4M1.22%
31VANGUARD INTL EQUITY INDEX F92204274257,233$6.6M1.09%
32ADOBE INCADBE17,216$6.6M1.08%
33MCCORMICK & CO INCMKC-V79,522$6.5M1.07%
34ACCENTURE PLC IRELANDACN20,086$6.3M1.03%
35BECTON DICKINSON & COBDX26,674$6.1M1.00%
36FRANCO NEV CORPFNV37,124$5.8M0.96%
37WATERS CORP94184810314,991$5.5M0.91%
38SPROTT PHYSICAL GOLD & SILVESII182,041$5.2M0.85%
39INVESCO QQQ TRIVZ10,000$4.7M0.77%
40JPMORGAN CHASE & CO.VYLD18,359$4.5M0.74%
41SMURFIT WESTROCK PLCSW97,324$4.4M0.72%
42S&P GLOBAL INCSPGI8,385$4.3M0.70%
43COCA COLA COKO59,076$4.2M0.69%
44LINDE PLCLIN8,368$3.9M0.64%
45AUTOZONE INCAZO964$3.7M0.60%
46SPDR GOLD TRGLD12,696$3.7M0.60%
47PAYPAL HLDGS INCPYPL49,728$3.2M0.53%
48LITMAN GREGORY FDS TR53700T827124,142$3.1M0.51%
49MCCORMICK & CO INCMKC-V36,156$3.0M0.49%
50FERGUSON ENTERPRISES INCFERG16,984$2.7M0.45%
51IDEX CORP45167R10415,021$2.7M0.45%
52LAM RESEARCH CORPLRCX35,893$2.6M0.43%
53NASDAQ INCNDAQ33,218$2.5M0.41%
54AGNICO EAGLE MINES LTDAEM19,674$2.1M0.35%
55VANECK ETF TRUST92189F10645,532$2.1M0.34%
56CANADIAN PACIFIC KANSAS CITYCP28,800$2.0M0.33%
57ELI LILLY & COLLY2,296$1.9M0.31%
58BANK AMERICA CORP06050510444,303$1.8M0.30%
59PROLOGIS INC.PLDGP15,978$1.8M0.29%
60ELECTRONIC ARTS INCEA12,206$1.8M0.29%
61NORTHROP GRUMMAN CORPNOC3,373$1.7M0.28%
62VANGUARD WORLD FD92204A30612,987$1.7M0.28%
63ETFS GOLD TR00326A10455,523$1.7M0.27%
64INTERNATIONAL PAPER CO46014610328,947$1.5M0.25%
65TJX COS INC NEW87254010912,664$1.5M0.25%
66VANGUARD INTL EQUITY INDEX F92204286620,795$1.5M0.25%
67CADENCE DESIGN SYSTEM INCCDNS5,755$1.5M0.24%
68ALPHABET INCGOOG8,581$1.3M0.22%
69PALO ALTO NETWORKS INCPANW7,693$1.3M0.22%
70EXXON MOBIL CORPXOM10,665$1.3M0.21%
71NEWMONT CORPNEMCL26,211$1.3M0.21%
72COSTCO WHSL CORP NEW22160K1051,322$1.3M0.21%
73AIR PRODS & CHEMS INCAIIR4,122$1.2M0.20%
74ROCKWELL AUTOMATION INCROK4,500$1.2M0.19%
75DEERE & CODE2,360$1.1M0.18%
76AMERICAN TOWER CORP NEW03027X1005,064$1.1M0.18%
77MEDTRONIC PLCMDT12,050$1.1M0.18%
78EATON CORP PLCETN3,932$1.1M0.18%
79MSCI INCMSCI1,854$1.0M0.17%
80SALESFORCE INCCRM3,832$1.0M0.17%
81NIKE INCNKE14,435$916,3340.15%
82NETFLIX INCNFLX981$914,8120.15%
83HONEYWELL INTL INC4385161064,250$899,9380.15%
84WALMART INCWMT9,597$842,5210.14%
85SERVICENOW INCNOW1,024$815,2470.13%
86BLACKROCK INCBLK819$775,1670.13%
87SCHLUMBERGER LTDSLB17,741$741,5740.12%
88THOMSON REUTERS CORPTMSOF3,870$667,9210.11%
89ABBVIE INCABBV2,972$622,6930.10%
90ROYAL BK CDA7800871025,346$602,2780.10%
91TEXAS INSTRS INC8825081043,351$602,1750.10%
92GLOBAL X FDS37954Y87126,003$595,9890.10%
93CME GROUP INCCME2,111$560,0270.09%
94JONES LANG LASALLE INCJLL2,250$557,7980.09%
95INDIVIOR PLCINDV57,991$552,6540.09%
96PFIZER INCPFE17,642$447,0510.07%
97VANGUARD INDEX FDS922908363850$436,8230.07%
98CISCO SYS INCCSCO7,018$433,0810.07%
99ABBOTT LABSABLZF3,195$423,8170.07%
100FREEPORT-MCMORAN INCFCX10,799$408,8500.07%
101GE AEROSPACE3696043012,015$403,3020.07%
102AMPHENOL CORP NEW0320951016,116$401,1480.07%
103VERIZON COMMUNICATIONS INCVZ8,033$364,3770.06%
104BROWN & BROWN INCBRO2,757$342,9710.06%
105GE HEALTHCARE TECHNOLOGIES IGEHC4,211$339,8700.06%
106VANGUARD INDEX FDS9229087691,191$327,3340.05%
107MICRON TECHNOLOGY INCMU3,731$324,1870.05%
108INTERCONTINENTAL EXCHANGE IN45866F1041,840$317,4000.05%
109PHILIP MORRIS INTL INC7181721091,839$291,9040.05%
110HOME DEPOT INCHD789$289,1610.05%
111RTX CORPORATIONRTX2,045$270,8810.04%
112DANAHER CORPORATION2358511021,250$256,2500.04%
113UBS GROUP AGUBS8,100$246,1370.04%
114AUTODESK INCADSK825$243,8450.04%
115EQUINIX INCEQIX248$202,2070.03%
116FASTENAL COFAST5,064$196,3570.03%
117STIFEL FINL CORP8606301022,080$196,0610.03%
118SHERWIN WILLIAMS COSHW516$180,1820.03%
119WASTE MGMT INC DEL94106L109776$179,6520.03%
120UNION PAC CORPUNP700$165,3680.03%
121ROPER TECHNOLOGIES INCROP265$156,2390.03%
122FAIR ISAAC CORPFICO81$149,3770.02%
123OLD DOMINION FREIGHT LINE INODFL900$148,9050.02%
124CHEVRON CORP NEWCVX870$145,5420.02%
125QUALCOMM INCQCOM907$139,3240.02%
126VANGUARD INDEX FDS922908629509$131,6380.02%
127SCHWAB CHARLES CORPSCHW-PJ1,580$123,6820.02%
128AMERICAN EXPRESS COAXP455$122,4180.02%
129ISHARES TR4642871761,000$111,0900.02%
130HERC HLDGS INCHRI802$107,6850.02%
131MARSH & MCLENNAN COS INC571748102420$102,4930.02%
132REPUBLIC SVCS INC760759100400$96,8640.02%
133ADVANCED MICRO DEVICES INCAMD937$96,2670.02%
134ALAMOS GOLD INC NEWAGI3,623$96,0820.02%
135MERCK & CO INCMRK1,058$94,9660.02%
136BROADCOM INCAVGO560$93,7610.02%
137TESLA INCTSLA360$93,2980.02%
138GENERAL MLS INC3703341041,552$92,7940.02%
139OTIS WORLDWIDE CORPOTIS862$88,9580.01%
140VANGUARD STAR FDS9219097681,427$88,6170.01%
141OMNICOM GROUP INCOMC1,042$86,3920.01%
142L3HARRIS TECHNOLOGIES INCLHX390$81,6310.01%
143APPLIED MATLS INC038222105558$80,9770.01%
144TMC THE METALS COMPANY INCTMCWW47,021$80,8760.01%
145PALANTIR TECHNOLOGIES INCPLTR958$80,8550.01%
146FIRST TR EXCH TRD ALPHDX FD33737J2242,002$80,1400.01%
147AMPLIFY ETF TR0321086641,104$79,2570.01%
148WILLIAMS COS INC9694571001,254$74,9390.01%
149ISHARES TR464288802632$72,5980.01%
150PURECYCLE TECHNOLOGIES INCPCTTW10,420$72,1060.01%
151CATERPILLAR INCCAT213$70,2470.01%
152KRANESHARES TRUST5007676782,370$66,8810.01%
153NOVO-NORDISK A SNONOF938$65,1350.01%
154AT&T INCT-PC2,299$65,0160.01%
155NEXTERA ENERGY INCNEE-PW894$63,3760.01%
156ALCON AGALC640$60,2330.01%
157VANGUARD INTL EQUITY INDEX F922042874849$59,6080.01%
158LOCKHEED MARTIN CORPLMT128$57,1790.01%
159UNILEVER PLCUNLYF875$52,1060.01%
160YUM BRANDS INCYUM330$51,9290.01%
161CORTEVA INCCTVA825$51,9170.01%
162SUPER MICRO COMPUTER INCSMCI1,480$50,6750.01%
163ORACLE CORPORCL-PD360$50,3320.01%
164COPA HOLDINGS SACPA528$48,8190.01%
165BANK MONTREAL QUE063671101500$47,7550.01%
166ALIBABA GROUP HLDG LTDBBAAY358$47,3380.01%
167VULCAN MATLS CO929160109200$46,6600.01%
168CAPITAL ONE FINL CORP14040H105260$46,6180.01%
169FIRST SOLAR INCFSLR361$45,6410.01%
170KEURIG DR PEPPER INCKDP1,272$43,5280.01%
171GE VERNOVA INCGEV142$43,3500.01%
172VANGUARD WORLD FD92204A70278$42,3060.01%
173CITIGROUP INCC-PR570$40,4640.01%
174JACKSON FINANCIAL INCJXN-PA472$39,5440.01%
175INSULET CORPPODD150$39,3910.01%
176ASML HOLDING N VASMLF59$39,0950.01%
177BLACKSTONE INCBX278$38,8590.01%
178PNC FINL SVCS GROUP INC693475105220$38,6690.01%
179KLA CORPKLAC56$38,0690.01%
180LAUDER ESTEE COS INC518439104566$37,3560.01%
181BOEING COBA-PA219$37,3500.01%
182FERRARI N VRACE87$37,3130.01%
183NUCOR CORPNUE300$36,1020.01%
184DEUTSCHE BANK A GD181908981,432$33,7960.01%
185RESTAURANT BRANDS INTL INC76131D103500$33,3200.01%
186CAMECO CORPCCJ800$32,9280.01%
187STATE STR CORPSTT-PG360$32,2310.01%
188COINBASE GLOBAL INCCOIN184$31,6900.01%
189KEYSIGHT TECHNOLOGIES INCKEYS210$31,4520.01%
190LULULEMON ATHLETICA INCLULU110$31,1370.01%
191SELECT SECTOR SPDR TR81369Y308381$31,1160.01%
192EOG RES INCEOG235$30,1360.00%
193VANGUARD WORLD FD921910725487$28,7230.00%
194IDEXX LABS INC45168D10465$27,2970.00%
195AGILENT TECHNOLOGIES INCA233$27,2560.00%
196ETSY INCETSY568$26,7980.00%
197KRAFT HEINZ COKHC850$25,8660.00%
198FIRST TR EXCHANGE TRADED FD33738R118350$25,7640.00%
199WISDOMTREE TRWT232$25,5620.00%
200ISHARES TR464288810420$25,2800.00%
201BEST BUY INCBBY330$24,2910.00%
202INTERNATIONAL BUSINESS MACHSINTR95$23,6230.00%
203MORGAN STANLEYMS-PQ185$21,5840.00%
204PERPETUA RESOURCES CORPPPTA2,014$21,5000.00%
205ENTERPRISE PRODS PARTNERS L293792107600$20,4840.00%
206SAP SESAPGF76$20,4010.00%
207RYANAIR HOLDINGS PLCRYAOF480$20,3380.00%
208KINDER MORGAN INC DELEP-PC694$19,8000.00%
209AMPLIFY ETF TR032108557360$19,7960.00%
210ARCHER DANIELS MIDLAND COADM400$19,2040.00%
211ELEMENT SOLUTIONS INCESI750$16,9580.00%
212GLOBAL X FDS37954Y830406$15,8620.00%
213STARBUCKS CORPSBUX157$15,4000.00%
214BOSTON SCIENTIFIC CORPBSX150$15,1320.00%
215VERALTO CORPVLTO152$14,8120.00%
216VANGUARD INDEX FDS92290874483$14,3370.00%
217ASTRAZENECA PLCAZN190$13,9650.00%
218FIRST TR EXCHANGE-TRADED FD33733E500470$13,4510.00%
219CHEMOURS COCC975$13,1920.00%
220SHELL PLCRYDAF178$13,0440.00%
221ENPHASE ENERGY INCENPH207$12,8440.00%
222OCCIDENTAL PETE CORP674599105250$12,3400.00%
223SANOFISNYNF197$10,9260.00%
224YUM CHINA HLDGS INCYUMC200$10,4120.00%
225CANADIAN IMPERIAL BK COMMCNDIF185$10,4080.00%
226INTEL CORPINTC456$10,3560.00%
227MODERNA INCMRNA304$8,6180.00%
228RITHM CAPITAL CORPRITM-PF750$8,5870.00%
229RIO TINTO PLCRTNTF135$8,1110.00%
230MAGNITE INCMGNI703$8,0210.00%
231CONOCOPHILLIPSCOP75$7,8760.00%
232BHP GROUP LTDBHPLF155$7,5690.00%
233MARKEL GROUP INCMKL4$7,4780.00%
234TEVA PHARMACEUTICAL INDS LTD881624209480$7,3780.00%
235VITESSE ENERGY INCVTS300$7,3770.00%
236GENERAL DYNAMICS CORPGD26$7,0870.00%
237ISHARES TR46428752336$6,7740.00%
238APPLIED DIGITAL CORPAPLD1,142$6,4180.00%
239ASTERA LABS INCALAB102$6,0860.00%
240CLEARFIELD INCCLFD194$5,7660.00%
241SKECHERS U S A INC83056610597$5,5080.00%
242ESAB CORPORATIONESAB46$5,3590.00%
243DENISON MINES CORPDNN3,563$4,6550.00%
244KENVUE INCKVUE184$4,4120.00%
245DOLE PLCDOLE285$4,1180.00%
246BILL HOLDINGS INCBILL81$3,7170.00%
247ADAMS DIVERSIFIED EQUITY FD006212104195$3,7030.00%
248WARNER BROS DISCOVERY INCWBD343$3,6800.00%
249INVESCO EXCH TRADED FD TR IIIVZ346$3,6470.00%
250RIOT PLATFORMS INCRIOT504$3,5880.00%
251OREILLY AUTOMOTIVE INC67103H10734$3,2470.00%
252GXO LOGISTICS INCORPORATEDGXO72$2,8140.00%
253CENOVUS ENERGY INCCVE201$2,7940.00%
254JANUS HENDERSON GROUP PLCJHG76$2,7470.00%
255MICROSTRATEGY INCSTRK7$2,0180.00%
256LUMEN TECHNOLOGIES INCLUMN450$1,7640.00%
257ENOVIS CORPORATIONENOV46$1,7580.00%
258VANGUARD WHITEHALL FDS92194688527$1,7330.00%
259UNDER ARMOUR INCUA251$1,5690.00%
260UNDER ARMOUR INCUA252$1,4990.00%
261TECK RESOURCES LTDTCKRF40$1,4570.00%
262TAKEDA PHARMACEUTICAL CO LTDTKPHF98$1,4570.00%
263EMBECTA CORPEMBC70$8930.00%
264ORGANON & COOGN45$6700.00%
265T-MOBILE US INCTMUSZ2$5330.00%
266AVANOS MED INCAVNS25$3580.00%
267CENOVUS ENERGY INCCVE16$1520.00%
268VIATRIS INCVTRS5$440.00%
269LIBERTY LATIN AMERICA LTDLILAB4$250.00%
270LIBERTY LATIN AMERICA LTDLILAB1$60.00%
271MICROBOT MED INCMBOT1$20.00%