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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 February 13, 2026 · Accession 0001420506-26-000368

Total Value
$798.3M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT106,643$51.6M6.46%
2ALPHABET INCGOOG156,936$49.1M6.15%
3AMAZON COM INCAMZN180,519$41.7M5.22%
4VISA INCV97,209$34.1M4.27%
5TAIWAN SEMICONDUCTOR MFG LTD87403910091,821$27.9M3.50%
6NVIDIA CORPORATIONNVDA139,488$26.0M3.26%
7BERKSHIRE HATHAWAY INC DELBRK-A49,658$25.0M3.13%
8STRYKER CORPORATIONSYK70,034$24.6M3.08%
9BOOKING HOLDINGS INCBKNG4,390$23.5M2.94%
10GOLDMAN SACHS GROUP INCGSCE24,954$21.9M2.75%
11CHUBB LIMITEDCB67,499$21.1M2.64%
12JOHNSON & JOHNSONJNJ97,888$20.3M2.54%
13META PLATFORMS INCMETA30,074$19.9M2.49%
14DISNEY WALT CO254687106157,727$17.9M2.25%
15THERMO FISHER SCIENTIFIC INCTMO29,269$17.0M2.12%
16MCDONALDS CORPMCD52,047$15.9M1.99%
17AUTOMATIC DATA PROCESSING INADP60,074$15.5M1.94%
18APPLE INCAAPL55,445$15.1M1.89%
19CRH PLCCRH111,668$13.9M1.75%
20INTUITIVE SURGICAL INCISRG22,283$12.6M1.58%
21MASTERCARD INCORPORATEDMA21,437$12.2M1.53%
22WHEATON PRECIOUS METALS CORPWPM96,588$11.4M1.42%
23ARISTA NETWORKS INCANET85,072$11.1M1.40%
24SPROTT ASSET MANAGEMENT LPSII193,487$8.9M1.11%
25ZOETIS INCZTS67,413$8.5M1.06%
26FRANCO NEV CORPFNV39,849$8.3M1.03%
27MONDELEZ INTL INC609207105153,122$8.2M1.03%
28S&P GLOBAL INCSPGI15,672$8.2M1.03%
29ELI LILLY & COLLY7,499$8.1M1.01%
30JPMORGAN CHASE & CO.VYLD23,536$7.6M0.95%
31PEPSICO INCPEP51,316$7.4M0.92%
32INTUITINTU11,116$7.4M0.92%
33COLGATE PALMOLIVE COCL90,212$7.1M0.89%
34WATERS CORP94184810317,156$6.5M0.82%
35ACCENTURE PLC IRELANDACN24,153$6.5M0.81%
36NASDAQ INCNDAQ65,896$6.4M0.80%
37COCA COLA COKO88,532$6.2M0.78%
38INVESCO QQQ TRIVZ10,000$6.1M0.77%
39LINDE PLCLIN14,271$6.1M0.76%
40VANGUARD INTL EQUITY INDEX F92204274242,298$6.0M0.75%
41AUTOZONE INCAZO1,504$5.1M0.64%
42MCCORMICK & CO INCMKC-V74,378$5.1M0.63%
43TJX COS INC NEW87254010932,398$5.0M0.62%
44SPDR GOLD TRGLD12,302$4.9M0.61%
45ROPER TECHNOLOGIES INCROP10,830$4.8M0.60%
46CME GROUP INCCME17,451$4.8M0.60%
47LAM RESEARCH CORPLRCX27,385$4.7M0.59%
48PROCTER AND GAMBLE CO74271810929,318$4.2M0.53%
49VANECK ETF TRUST92189F10648,834$4.2M0.52%
50IDEX CORP45167R10423,529$4.2M0.52%
51SMURFIT WESTROCK PLCSW99,654$3.9M0.48%
52LITMAN GREGORY FDS TR53700T827127,654$3.6M0.45%
53FERGUSON ENTERPRISES INCFERG14,725$3.3M0.41%
54BROADCOM INCAVGO8,675$3.0M0.38%
55BANK AMERICA CORP06050510450,647$2.8M0.35%
56AGNICO EAGLE MINES LTDAEM16,400$2.8M0.35%
57AMPHENOL CORP NEW03209510119,599$2.6M0.33%
58PAYPAL HLDGS INCPYPL45,187$2.6M0.33%
59NEWMONT CORPNEMCL25,528$2.5M0.32%
60ETFS GOLD TR00326A10461,980$2.5M0.32%
61PROLOGIS INC.PLDGP19,939$2.5M0.32%
62VANGUARD INTL EQUITY INDEX F92204286626,746$2.4M0.30%
63AMERICAN CENTY ETF TR02507260429,242$2.3M0.28%
64UNITEDHEALTH GROUP INCUNH6,451$2.1M0.27%
65PALO ALTO NETWORKS INCPANW11,136$2.1M0.26%
66NEXTERA ENERGY INCNEE-PW25,493$2.0M0.26%
67VANGUARD WORLD FD92204A30615,870$2.0M0.25%
68MCCORMICK & CO INCMKC-V28,911$2.0M0.25%
69MAGNUM ICE CREAM CO NVMICC119,314$1.9M0.24%
70WALMART INCWMT15,958$1.8M0.22%
71AMERICAN TOWER CORP NEW03027X1009,740$1.7M0.21%
72NORTHROP GRUMMAN CORPNOC2,993$1.7M0.21%
73BARRICK MNG CORP06849F10837,968$1.7M0.21%
74ALPHABET INCGOOG5,227$1.6M0.21%
75SERVICENOW INCNOW10,284$1.6M0.20%
76GLOBAL X FDS37954Y87133,169$1.4M0.18%
77CADENCE DESIGN SYSTEM INCCDNS4,292$1.3M0.17%
78VANGUARD INDEX FDS9229086294,606$1.3M0.17%
79EXXON MOBIL CORPXOM10,767$1.3M0.16%
80ISHARES INC46428680629,338$1.2M0.16%
81EATON CORP PLCETN3,715$1.2M0.15%
82ADOBE INCADBE3,367$1.2M0.15%
83TOTALENERGIES SETTE17,695$1.2M0.14%
84GE HEALTHCARE TECHNOLOGIES IGEHC13,985$1.1M0.14%
85CANADIAN PACIFIC KANSAS CITYCP15,206$1.1M0.14%
86NETFLIX INCNFLX11,755$1.1M0.14%
87MSCI INCMSCI1,884$1.1M0.14%
88GE AEROSPACE3696043013,118$960,4380.12%
89BLACKROCK INCBLK851$910,8590.11%
90MICRON TECHNOLOGY INCMU3,058$872,7840.11%
91COSTCO WHSL CORP NEW22160K105997$859,7530.11%
92ROYAL BK CDA7800871024,578$780,4810.10%
93JONES LANG LASALLE INCJLL2,250$757,0580.09%
94SLB LIMITEDSLB19,720$756,8540.09%
95FERRARI N VRACE1,918$717,9940.09%
96DEERE & CODE1,526$710,4600.09%
97NIKE INCNKE10,819$689,2780.09%
98UBS GROUP AGUBS12,109$564,6270.07%
99ABBVIE INCABBV2,410$550,6610.07%
100SALESFORCE INCCRM2,024$536,1780.07%
101CISCO SYS INCCSCO6,833$526,3460.07%
102BECTON DICKINSON & COBDX2,535$491,9670.06%
103TEXAS INSTRS INC8825081042,829$490,8030.06%
104VERIZON COMMUNICATIONS INCVZ11,662$474,9930.06%
105ABBOTT LABSABLZF3,447$431,8750.05%
106AXON ENTERPRISE INCAXON727$412,8850.05%
107THOMSON REUTERS CORPTMSOF3,124$412,2780.05%
108INTERNATIONAL PAPER CO46014610310,339$407,2530.05%
109ROCKWELL AUTOMATION INCROK1,000$389,0700.05%
110INTERCONTINENTAL EXCHANGE IN45866F1042,377$384,9790.05%
111FASTENAL COFAST9,188$368,7140.05%
112HONEYWELL INTL INC4385161061,812$353,5030.04%
113VANGUARD INDEX FDS922908736712$347,3560.04%
114RTX CORPORATIONRTX1,873$343,5080.04%
115VANGUARD INTL EQUITY INDEX F9220428743,813$318,8050.04%
116HOME DEPOT INCHD919$316,2280.04%
117TESLA INCTSLA647$290,9690.04%
118TMC THE METALS COMPANY INCTMCWW47,021$290,1200.04%
119FREEPORT-MCMORAN INCFCX5,689$288,9440.04%
120VANGUARD INDEX FDS922908363448$280,9540.04%
121AIR PRODS & CHEMS INCAIIR1,095$270,4870.03%
122PHILIP MORRIS INTL INC7181721091,640$263,0560.03%
123STIFEL FINL CORP8606301022,080$260,4580.03%
124VANGUARD INDEX FDS922908769742$248,7700.03%
125WASTE MGMT INC DEL94106L109988$217,0730.03%
126UNION PAC CORPUNP860$198,9350.02%
127CHEVRON CORP NEWCVX1,200$182,8920.02%
128QUALCOMM INCQCOM1,062$181,6550.02%
129MARSH & MCLENNAN COS INC571748102968$179,5830.02%
130DANAHER CORPORATION235851102718$164,3650.02%
131BOSTON SCIENTIFIC CORPBSX1,715$163,5250.02%
132SCHWAB CHARLES CORPSCHW-PJ1,580$157,8580.02%
133PALANTIR TECHNOLOGIES INCPLTR858$152,5100.02%
134PFIZER INCPFE6,082$151,4440.02%
135L3HARRIS TECHNOLOGIES INCLHX495$145,3170.02%
136ALAMOS GOLD INC NEWAGI3,623$139,9050.02%
137WILLIAMS COS INC9694571002,314$139,0950.02%
138ADVANCED MICRO DEVICES INCAMD596$127,6390.02%
139GE VERNOVA INCGEV193$126,1390.02%
140INSULET CORPPODD425$120,8020.02%
141NXP SEMICONDUCTORS N VNXPI530$115,0420.01%
142SHERWIN WILLIAMS COSHW354$114,7070.01%
143CLOROX CO DELCLX1,135$114,4420.01%
144AUTODESK INCADSK377$111,5960.01%
145BOEING COBA-PA493$107,0400.01%
146LOGITECH INTL S AH504302321,000$102,8710.01%
147FIRST TR EXCH TRD ALPHDX FD33737J2242,002$101,9200.01%
148INDIVIOR PLCINDV2,745$98,4910.01%
149FIRST SOLAR INCFSLR371$96,9160.01%
150PURECYCLE TECHNOLOGIES INCPCTTW10,432$89,6110.01%
151COINBASE GLOBAL INCCOIN393$88,8730.01%
152ISHARES TR464288802632$88,0660.01%
153OMNICOM GROUP INCOMC1,042$84,1420.01%
154AMPLIFY ETF TR0321086641,043$83,8260.01%
155LOCKHEED MARTIN CORPLMT172$83,1910.01%
156AMRIZE LTDAMRZ1,500$81,1200.01%
157VANGUARD INDEX FDS922908744410$78,3060.01%
158OTIS WORLDWIDE CORPOTIS878$76,6930.01%
159CAMECO CORPCCJ800$73,2560.01%
160ORACLE CORPORCL-PD360$70,1680.01%
161KLA CORPKLAC56$68,0440.01%
162ISHARES TR464288760313$67,1980.01%
163BANK MONTREAL QUE063671101500$64,9360.01%
164MERCK & CO INCMRK608$63,9980.01%
165COPA HOLDINGS SACPA528$63,6820.01%
166ASML HOLDING N VASMLF59$63,1220.01%
167CAPITAL ONE FINL CORP14040H105260$63,0140.01%
168STRATEGY INCSTRK387$58,8050.01%
169VANGUARD WORLD FD92204A70278$58,7950.01%
170VANGUARD WORLD FD921910725785$56,2220.01%
171DEUTSCHE BANK A GD181908981,432$55,6920.01%
172CORTEVA INCCTVA825$55,3000.01%
173ALCON AGALC666$53,1690.01%
174BANK NEW YORK MELLON CORP064058100448$52,0080.01%
175NOVO-NORDISK A SNONOF985$50,1170.01%
176PERPETUA RESOURCES CORPPPTA2,014$48,7620.01%
177SUN LIFE FINANCIAL INC.SUNFF776$48,4430.01%
178UNILEVER PLCUNLYF735$48,0690.01%
179PNC FINL SVCS GROUP INC693475105220$45,9210.01%
180OREILLY AUTOMOTIVE INC67103H107502$45,7870.01%
181IDEXX LABS INC45168D10465$43,9740.01%
182BLACKSTONE INCBX278$42,8510.01%
183KEYSIGHT TECHNOLOGIES INCKEYS210$42,6700.01%
184STATE STR CORPSTT-PG325$41,9280.01%
185KRANESHARES TRUST5007676781,103$39,0460.00%
186HERC HLDGS INCHRI255$37,8370.00%
187LAUDER ESTEE COS INC518439104351$36,7570.00%
188CATERPILLAR INCCAT63$36,0910.00%
189JACKSON FINANCIAL INCJXN-PA337$35,9410.00%
190KEURIG DR PEPPER INCKDP1,272$35,6290.00%
191AT&T INCT-PC1,422$35,3220.00%
192RYANAIR HOLDINGS PLCRYAOF480$34,6510.00%
193WISDOMTREE TRWT232$33,4450.00%
194MORGAN STANLEYMS-PQ185$32,8430.00%
195AGILENT TECHNOLOGIES INCA233$31,7040.00%
196CITIGROUP INCC-PR270$31,5060.00%
197ETSY INCETSY568$30,6610.00%
198MEDTRONIC PLCMDT300$28,8180.00%
199INTERNATIONAL BUSINESS MACHSINTR95$28,1400.00%
200SPDR SERIES TRUST78464A763200$27,8320.00%
201VIATRIS INCVTRS2,145$26,7050.00%
202ASTRAZENECA PLCAZN274$25,1890.00%
203EOG RES INCEOG235$24,6770.00%
204GLOBAL X FDS37954Y830341$24,4800.00%
205AMPLIFY ETF TR032108557360$23,5080.00%
206SELECT SECTOR SPDR TR81369Y308300$23,3040.00%
207LULULEMON ATHLETICA INCLULU110$22,8590.00%
208ALIBABA GROUP HLDG LTDBBAAY150$21,9870.00%
209ISHARES TR464287176200$21,9820.00%
210APTIV PLCAPTV276$21,0010.00%
211BROWN & BROWN INCBRO261$20,8020.00%
212FIRST TR EXCHANGE-TRADED FD33733E500458$20,4230.00%
213INTERACTIVE BROKERS GROUP IN45841N107317$20,3860.00%
214AMERICAN EXPRESS COAXP55$20,3470.00%
215APPLIED MATLS INC03822210578$20,0450.00%
216ISHARES TR464288810320$19,8880.00%
217SAP SESAPGF76$18,4610.00%
218SOLSTICE ADVANCED MATLS INC83443Q103362$17,5860.00%
219KRAFT HEINZ COKHC700$16,9750.00%
220CANADIAN IMPERIAL BANK OF COCNDIF185$16,7720.00%
221TEVA PHARMACEUTICAL INDS LTD881624209480$14,9810.00%
222SANOFI SASNYNF298$14,4410.00%
223SHARKNINJA INCSN128$14,3230.00%
224STARBUCKS CORPSBUX157$13,2210.00%
225SHELL PLCRYDAF178$13,0790.00%
226COPART INCCPRT326$12,7630.00%
227VIZSLA SILVER CORPVZLA2,157$11,8180.00%
228CHEMOURS COCC975$11,4950.00%
229MAGNITE INCMGNI703$11,4100.00%
230ISHARES TR46428752336$10,8410.00%
231RIO TINTO PLCRTNTF135$10,8040.00%
232OCCIDENTAL PETE CORP674599105250$10,2800.00%
233WARNER BROS DISCOVERY INCWBD343$9,8850.00%
234ANGLOGOLD ASHANTI PLCAU114$9,7220.00%
235DENISON MINES CORPDNN3,563$9,4490.00%
236BHP GROUP LTDBHPLF155$9,3570.00%
237MODERNA INCMRNA304$8,9650.00%
238GENERAL DYNAMICS CORPGD26$8,7530.00%
239MARKEL GROUP INCMKL4$8,5990.00%
240VERALTO CORPVLTO82$8,1820.00%
241GENERAL MLS INC370334104152$7,0680.00%
242CONOCOPHILLIPSCOP75$7,0210.00%
243ENPHASE ENERGY INCENPH207$6,6340.00%
244RIOT PLATFORMS INCRIOT504$6,3860.00%
245VITESSE ENERGY INCVTS300$5,7780.00%
246CLEARFIELD INCCLFD194$5,6550.00%
247INVESCO EXCH TRADED FD TR IIIVZ346$5,5650.00%
248ESAB CORPORATIONESAB46$5,1390.00%
249BILL HOLDINGS INCBILL81$4,4180.00%
250GXO LOGISTICS INCORPORATEDGXO72$3,7900.00%
251JANUS HENDERSON GROUP PLCJHG76$3,6150.00%
252CENOVUS ENERGY INCCVE201$3,4010.00%
253KENVUE INCKVUE184$3,1740.00%
254TAKEDA PHARMACEUTICAL CO LTDTKPHF98$1,5280.00%
255UNDER ARMOUR INCUA251$1,2470.00%
256ENOVIS CORPORATIONENOV46$1,2250.00%
257UNDER ARMOUR INCUA252$1,2100.00%
258T-MOBILE US INCTMUSZ2$3550.00%
259LIBERTY LATIN AMERICA LTDLILAB4$300.00%
260LIBERTY LATIN AMERICA LTDLILAB1$70.00%
261MICROBOT MED INCMBOT1$20.00%
262OCEAN PWR TECHNOLOGIES INC6748705062$10.00%