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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 Q4 2025 · Filed December 11, 2025 · Accession 0001420506-25-003539

Total Value
$573.5M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT90,903$38.3M6.68%
2AMAZON COM INCAMZN133,051$29.2M5.09%
3ALPHABET INCGOOG147,159$27.9M4.86%
4VISA INCV84,877$26.8M4.68%
5STRYKER CORPORATIONSYK61,144$22.0M3.84%
6APPLE INCAAPL84,897$21.3M3.71%
7BERKSHIRE HATHAWAY INC DELBRK-A37,261$16.9M2.94%
8NVIDIA CORPORATIONNVDA122,778$16.5M2.87%
9AUTOMATIC DATA PROCESSING INADP52,799$15.5M2.69%
10DISNEY WALT CO254687106131,893$14.7M2.56%
11BOOKING HOLDINGS INCBKNG2,630$13.1M2.28%
12JOHNSON & JOHNSONJNJ90,302$13.1M2.28%
13MCDONALDS CORPMCD40,485$11.7M2.05%
14CRH PLCCRH126,675$11.7M2.04%
15THERMO FISHER SCIENTIFIC INCTMO22,408$11.7M2.03%
16CHUBB LIMITEDCB41,650$11.5M2.01%
17META PLATFORMS INCMETA19,218$11.3M1.96%
18TAIWAN SEMICONDUCTOR MFG LTD87403910055,421$10.9M1.91%
19MASTERCARD INCORPORATEDMA18,877$9.9M1.73%
20MONDELEZ INTL INC609207105162,393$9.7M1.69%
21INTUITIVE SURGICAL INCISRG16,844$8.8M1.53%
22PEPSICO INCPEP57,119$8.7M1.51%
23ARISTA NETWORKS INCANET78,491$8.7M1.51%
24INTUITINTU13,019$8.2M1.43%
25PROCTER AND GAMBLE CO74271810945,340$7.6M1.33%
26ADOBE INCADBE16,431$7.3M1.27%
27COLGATE PALMOLIVE COCL80,148$7.3M1.27%
28UNITEDHEALTH GROUP INCUNH14,059$7.1M1.24%
29GOLDMAN SACHS GROUP INCGSCE11,884$6.8M1.19%
30VANGUARD INTL EQUITY INDEX F92204274257,685$6.8M1.18%
31WHEATON PRECIOUS METALS CORPWPM116,154$6.5M1.14%
32ACCENTURE PLC IRELANDACN18,250$6.4M1.12%
33BECTON DICKINSON & COBDX27,938$6.3M1.11%
34MCCORMICK & CO INCMKC-V82,017$6.3M1.09%
35ZOETIS INCZTS38,039$6.2M1.08%
36WATERS CORP94184810316,125$6.0M1.04%
37SMURFIT WESTROCK PLCSW98,335$5.3M0.92%
38INVESCO QQQ TRIVZ10,000$5.1M0.89%
39SPDR GOLD TRGLD19,304$4.7M0.81%
40SPROTT PHYSICAL GOLD & SILVESII187,126$4.4M0.78%
41FRANCO NEV CORPFNV36,733$4.3M0.75%
42IDEX CORP45167R10418,876$4.0M0.69%
43S&P GLOBAL INCSPGI7,591$3.8M0.66%
44PAYPAL HLDGS INCPYPL42,852$3.7M0.64%
45JPMORGAN CHASE & CO.VYLD14,245$3.4M0.60%
46LITMAN GREGORY FDS TR53700T827123,937$3.2M0.57%
47FERGUSON ENTERPRISES INCFERG17,974$3.1M0.54%
48COCA COLA COKO46,840$2.9M0.51%
49MCCORMICK & CO INCMKC-V36,156$2.7M0.48%
50LINDE PLCLIN6,280$2.6M0.46%
51LAM RESEARCH CORPLRCX34,714$2.5M0.44%
52AUTOZONE INCAZO742$2.4M0.41%
53ISHARES TR46428750733,500$2.1M0.36%
54BANK AMERICA CORP06050510446,685$2.1M0.36%
55ALPHABET INCGOOG8,619$1.6M0.29%
56ELECTRONIC ARTS INCEA10,963$1.6M0.28%
57NASDAQ INCNDAQ20,332$1.6M0.27%
58VANGUARD WORLD FD92204A30612,796$1.6M0.27%
59AGNICO EAGLE MINES LTDAEM19,674$1.5M0.27%
60VANECK ETF TRUST92189F10645,355$1.5M0.27%
61NORTHROP GRUMMAN CORPNOC3,272$1.5M0.27%
62CANADIAN PACIFIC KANSAS CITYCP20,841$1.5M0.26%
63PROLOGIS INC.PLDGP14,238$1.5M0.26%
64VANGUARD INTL EQUITY INDEX F92204286620,759$1.5M0.26%
65COSTCO WHSL CORP NEW22160K1051,553$1.4M0.25%
66MSCI INCMSCI2,162$1.3M0.23%
67ROCKWELL AUTOMATION INCROK4,500$1.3M0.22%
68AIR PRODS & CHEMS INCAIIR4,244$1.2M0.21%
69SALESFORCE INCCRM3,618$1.2M0.21%
70NIKE INCNKE15,754$1.2M0.21%
71EXXON MOBIL CORPXOM10,713$1.2M0.20%
72HONEYWELL INTL INC4385161064,663$1.1M0.18%
73PALO ALTO NETWORKS INCPANW5,690$1.0M0.18%
74MEDTRONIC PLCMDT12,050$962,5540.17%
75TJX COS INC NEW8725401097,777$939,5390.16%
76NEWMONT CORPNEMCL23,668$880,9230.15%
77SERVICENOW INCNOW751$796,1500.14%
78BLACKROCK INCBLK727$745,2550.13%
79AMERICAN TOWER CORP NEW03027X1004,037$740,4260.13%
80INDIVIOR PLCINDV58,149$722,7920.13%
81WALMART INCWMT7,692$694,9720.12%
82ROYAL BK CDA7800871025,346$644,1510.11%
83ELI LILLY & COLLY817$630,7240.11%
84THOMSON REUTERS CORPTMSOF3,870$621,0040.11%
85ABBOTT LABSABLZF5,395$610,2280.11%
86AUTODESK INCADSK1,952$576,9530.10%
87JONES LANG LASALLE INCJLL2,250$569,5650.10%
88TEXAS INSTRS INC8825081042,841$532,7160.09%
89SCHLUMBERGER LTDSLB13,891$532,5810.09%
90ABBVIE INCABBV2,972$528,1240.09%
91CADENCE DESIGN SYSTEM INCCDNS1,667$500,8670.09%
92NETFLIX INCNFLX547$487,5520.09%
93CME GROUP INCCME2,099$487,4510.08%
94AMPHENOL CORP NEW0320951016,267$435,2430.08%
95CISCO SYS INCCSCO7,018$415,4660.07%
96PFIZER INCPFE14,946$396,5200.07%
97VANGUARD INDEX FDS922908363724$390,0980.07%
98EATON CORP PLCETN1,085$360,0790.06%
99VANGUARD INDEX FDS9229087691,191$345,1640.06%
100VERIZON COMMUNICATIONS INCVZ8,485$339,3150.06%
101INTERCONTINENTAL EXCHANGE IN45866F1042,250$335,2720.06%
102MICRON TECHNOLOGY INCMU3,731$314,0010.05%
103HOME DEPOT INCHD789$306,9130.05%
104GE HEALTHCARE TECHNOLOGIES IGEHC3,831$299,5080.05%
105BROWN & BROWN INCBRO2,720$277,4940.05%
106FREEPORT-MCMORAN INCFCX6,893$262,4850.05%
107UBS GROUP AGUBS8,169$249,6550.04%
108STELLANTIS N.VSTLA17,900$233,3390.04%
109DANAHER CORPORATION235851102990$227,2550.04%
110DEERE & CODE530$224,5610.04%
111PHILIP MORRIS INTL INC7181721091,862$224,0920.04%
112STIFEL FINL CORP8606301022,080$220,6460.04%
113EQUINIX INCEQIX232$218,7500.04%
114GE AEROSPACE3696043011,242$207,1530.04%
115RTX CORPORATIONRTX1,700$196,7240.03%
116TESLA INCTSLA428$172,8440.03%
117SCHWAB CHARLES CORPSCHW-PJ2,330$172,4430.03%
118FASTENAL COFAST4,631$166,5080.03%
119FAIR ISAAC CORPFICO81$161,2650.03%
120UNION PAC CORPUNP700$159,6280.03%
121OLD DOMINION FREIGHT LINE INODFL900$158,7600.03%
122SHERWIN WILLIAMS COSHW465$158,0670.03%
123QUALCOMM INCQCOM907$139,3330.02%
124AMERICAN EXPRESS COAXP455$135,0390.02%
125BROADCOM INCAVGO560$129,8300.02%
126WASTE MGMT INC DEL94106L109614$123,8990.02%
127ADVANCED MICRO DEVICES INCAMD937$113,1800.02%
128PURECYCLE TECHNOLOGIES INCPCTTW10,420$106,8050.02%
129ISHARES TR4642871761,000$106,5500.02%
130MERCK & CO INCMRK1,058$105,2500.02%
131GENERAL MLS INC3703341041,552$98,9710.02%
132STARBUCKS CORPSBUX1,037$94,6260.02%
133L3HARRIS TECHNOLOGIES INCLHX450$94,6260.02%
134KRANESHARES TRUST5007676783,158$92,5610.02%
135OMNICOM GROUP INCOMC1,042$89,6540.02%
136MARSH & MCLENNAN COS INC571748102420$89,2120.02%
137APPLIED MATLS INC038222105535$87,0070.02%
138LAUDER ESTEE COS INC5184391041,134$85,0270.01%
139VANGUARD STAR FDS9219097681,427$84,0930.01%
140WILLIAMS COS INC9694571001,527$82,6410.01%
141NOVO-NORDISK A SNONOF958$82,4070.01%
142AMPLIFY ETF TR0321086641,104$82,2370.01%
143REPUBLIC SVCS INC760759100400$80,4720.01%
144ALCON AGALC940$79,6660.01%
145ISHARES TR464288802649$78,9120.01%
146CATERPILLAR INCCAT213$77,2680.01%
147FIRST TR EXCH TRD ALPHDX FD33737J2242,002$76,2360.01%
148ROPER TECHNOLOGIES INCROP138$71,7390.01%
149ETFS GOLD TR00326A1042,857$71,5680.01%
150KEURIG DR PEPPER INCKDP2,215$71,1460.01%
151COPART INCCPRT1,218$69,9010.01%
152ALAMOS GOLD INC NEWAGI3,623$66,7960.01%
153HERC HLDGS INCHRI347$65,6980.01%
154NEXTERA ENERGY INCNEE-PW871$62,4420.01%
155LOCKHEED MARTIN CORPLMT128$62,2000.01%
156FIRST SOLAR INCFSLR351$61,8600.01%
157ORACLE CORPORCL-PD360$59,9900.01%
158PALANTIR TECHNOLOGIES INCPLTR790$59,7480.01%
159AT&T INCT-PC2,459$55,9910.01%
160CITIGROUP INCC-PR774$54,4820.01%
161VANGUARD INTL EQUITY INDEX F922042874849$53,8860.01%
162TMC THE METALS COMPANY INCTMCWW47,021$52,6640.01%
163KIMBERLY-CLARK CORPKMB400$52,4160.01%
164VULCAN MATLS CO929160109200$51,4460.01%
165INTERNATIONAL BUSINESS MACHSINTR232$51,0010.01%
166MICROSTRATEGY INCSTRK176$50,9730.01%
167UNILEVER PLCUNLYF875$49,6130.01%
168BANK MONTREAL QUE063671101500$48,5080.01%
169VANGUARD WORLD FD92204A70278$48,5000.01%
170BLACKSTONE INCBX278$47,9330.01%
171COPA HOLDINGS SACPA528$46,4010.01%
172CAPITAL ONE FINL CORP14040H105260$46,3630.01%
173CHEVRON CORP NEWCVX320$46,3490.01%
174SUPER MICRO COMPUTER INCSMCI1,480$45,1100.01%
175YUM BRANDS INCYUM330$44,2730.01%
176PNC FINL SVCS GROUP INC693475105220$42,4270.01%
177LULULEMON ATHLETICA INCLULU110$42,0650.01%
178OTIS WORLDWIDE CORPOTIS447$41,3970.01%
179CAMECO CORPCCJ800$41,1120.01%
180ASML HOLDING N VASMLF59$40,8920.01%
181JACKSON FINANCIAL INCJXN-PA457$39,7960.01%
182BOEING COBA-PA219$38,7630.01%
183FERRARI N VRACE87$36,9610.01%
184STATE STR CORPSTT-PG360$35,3340.01%
185KLA CORPKLAC56$35,2870.01%
186NUCOR CORPNUE300$35,0130.01%
187KEYSIGHT TECHNOLOGIES INCKEYS210$33,7320.01%
188RESTAURANT BRANDS INTL INC76131D103500$32,5900.01%
189GE VERNOVA INCGEV96$31,5770.01%
190AGILENT TECHNOLOGIES INCA233$31,3010.01%
191ALIBABA GROUP HLDG LTDBBAAY358$30,1150.01%
192ETSY INCETSY568$30,0420.01%
193SELECT SECTOR SPDR TR81369Y308381$29,9500.01%
194KRAFT HEINZ COKHC946$29,0520.01%
195EOG RES INCEOG235$28,8060.01%
196BEST BUY INCBBY330$28,3140.00%
197BRISTOL-MYERS SQUIBB COCELG-RI500$28,2800.00%
198VANGUARD WORLD FD921910725487$27,6130.00%
199FIRST TR EXCHANGE-TRADED FD33738R118350$27,4610.00%
200IDEXX LABS INC45168D10465$26,8740.00%
201WISDOMTREE TRWT232$25,5870.00%
202DEUTSCHE BANK A GD181908981,432$24,6720.00%
203ISHARES TR464288810420$24,5070.00%
204RYANAIR HOLDINGS PLCRYAOF550$23,9750.00%
205AGCO CORPAGCO250$23,3700.00%
206MORGAN STANLEYMS-PQ185$23,2580.00%
207AMPLIFY ETF TR032108557360$21,5070.00%
208PERPETUA RESOURCES CORPPPTA2,014$21,5060.00%
209INTEL CORPINTC1,020$20,4510.00%
210ARCHER DANIELS MIDLAND COADM400$20,2080.00%
211ELEMENT SOLUTIONS INCESI750$19,0730.00%
212KINDER MORGAN INC DELEP-PC694$19,0160.00%
213ENTERPRISE PRODS PARTNERS L293792107600$18,8160.00%
214SAP SESAPGF76$18,7120.00%
215ENPHASE ENERGY INCENPH257$17,6510.00%
216GLOBAL X FDS37954Y871628$16,8180.00%
217FIRST TR EXCHANGE-TRADED FD33733E500470$15,9470.00%
218VERALTO CORPVLTO152$15,4810.00%
219COINBASE GLOBAL INCCOIN59$14,6500.00%
220VANGUARD INDEX FDS92290874483$14,0520.00%
221ASTERA LABS INCALAB102$13,5100.00%
222BOSTON SCIENTIFIC CORPBSX150$13,3980.00%
223MODERNA INCMRNA304$12,6400.00%
224ASTRAZENECA PLCAZN190$12,4490.00%
225OCCIDENTAL PETE CORP674599105250$12,3520.00%
226CANADIAN IMPERIAL BK COMMCNDIF185$11,6950.00%
227MAGNITE INCMGNI703$11,1920.00%
228SHELL PLCRYDAF178$11,1520.00%
229TEVA PHARMACEUTICAL INDS LTD881624209480$10,5790.00%
230YUM CHINA HLDGS INCYUMC200$9,6340.00%
231SANOFISNYNF197$9,5010.00%
232VANGUARD INDEX FDS922908553104$9,2640.00%
233APPLIED DIGITAL CORPAPLD1,142$8,7250.00%
234RITHM CAPITAL CORPRITM-PF750$8,1220.00%
235RIO TINTO PLCRTNTF135$7,9390.00%
236ISHARES TR46428752336$7,7580.00%
237BHP GROUP LTDBHPLF155$7,5690.00%
238VITESSE ENERGY INCVTS300$7,5000.00%
239CONOCOPHILLIPSCOP75$7,4380.00%
240MARKEL GROUP INCMKL4$6,9050.00%
241BILL HOLDINGS INCBILL81$6,8620.00%
242GENERAL DYNAMICS CORPGD26$6,8510.00%
243DELL TECHNOLOGIES INCDELL57$6,5690.00%
244DENISON MINES CORPDNN3,563$6,4650.00%
245CLEARFIELD INCCLFD194$6,0140.00%
246ESAB CORPORATIONESAB46$5,5170.00%
247RIOT PLATFORMS INCRIOT504$5,1460.00%
248INVESCO EXCH TRADED FD TR IIIVZ346$4,0030.00%
249ADAMS DIVERSIFIED EQUITY FD006212104195$3,9390.00%
250KENVUE INCKVUE184$3,9280.00%
251DOLE PLCDOLE285$3,8590.00%
252WARNER BROS DISCOVERY INCWBD343$3,6260.00%
253JANUS HENDERSON GROUP PLCJHG76$3,2320.00%
254CENOVUS ENERGY INCCVE201$3,0450.00%
255OREILLY AUTOMOTIVE INC67103H10735$2,7670.00%
256LUMEN TECHNOLOGIES INCLUMN450$2,3890.00%
257VIATRIS INCVTRS174$2,1660.00%
258SNOWFLAKE INCSNOW14$2,1620.00%
259UNDER ARMOUR INCUA251$2,0780.00%
260ENOVIS CORPORATIONENOV46$2,0180.00%
261TRANSUNIONTRU21$1,9470.00%
262UNDER ARMOUR INCUA252$1,8800.00%
263VANGUARD WHITEHALL FDS92194688527$1,7050.00%
264TECK RESOURCES LTDTCKRF40$1,6210.00%
265TAKEDA PHARMACEUTICAL CO LTDTKPHF98$1,2980.00%
266KIRKLANDS INC497498105533$8630.00%
267VEEVA SYS INCVEEV4$8410.00%
268DIVERSIFIED ENERGY COMPANY PDEC50$8400.00%
269EMBECTA CORPEMBC38$7850.00%
270ORGANON & COOGN45$6710.00%
271T-MOBILE US INCTMUSZ2$4410.00%
272AVANOS MED INCAVNS25$3980.00%
273CENOVUS ENERGY INCCVE16$1690.00%
274UNISYS CORPUIS14$890.00%
275LIBERTY LATIN AMERICA LTDLILAB4$250.00%
276LIBERTY LATIN AMERICA LTDLILAB1$60.00%
277MICROBOT MED INCMBOT1$10.00%