Evelyn Partners Investment Management LLP Purchases in Q3 2025

Evelyn Partners Investment Management LLP

  • $3.52 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAG
Iamgold Corp

Basic Materials
285
New
$6.74 - $12.93 $1.92K - $3.69K
285 $3.68M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
60
New
N/A
60 $3.2M
HXL
Hexcel Corp

Industrials
300
+ 150.0%
$57.15 - $64.88 $17.1K - $19.5K
500 $31.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
10
New
$284.17 - $319.49 $2.84K - $3.19K
10 $3.1M
SRE
Sempra Energy

Utilities
184
+ 1150.0%
$74.14 - $89.98 $13.6K - $16.6K
200 $18M
Ralliant Corp
61
New
N/A
61 $2.67M
PRTA
Prothena Corp Public LTD CO

Healthcare
199
New
$6.22 - $9.76 $1.24K - $1.94K
199 $1.94M
NOK
Nokia Corp

Technology
368
New
$4.05 - $5.23 $1.49K - $1.92K
368 $1.77M
Lithium Amers Corp New
300
New
N/A
300 $1.71M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20
New
$50.79 - $76.4 $1.02K - $1.53K
20 $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
New
$567.77 - $614.76 $1.14K - $1.23K
2 $1.23M
Lithium Argentina Ag
300
New
N/A
300 $1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
10
New
N/A
10 $991K
Masterbrand Inc
60
New
N/A
60 $790K
VHT
Vanguard Health Care ETF

ETFs
3
New
$239.12 - $259.95 $717 - $780
3 $779K
PLG
Platinum Group Metals LTD

Basic Materials
220
New
$1.39 - $2.7 $306 - $594
220 $575K
NMM
Navios Maritime Partners L.P.

Industrials
10
New
$37.51 - $49.19 $375 - $492
10 $450K
REZI
Resideo Technologies, Inc.

Industrials
2
+ 13.33%
$23.08 - $43.18 $46.2 - $86.4
17 $734K
Liberty Global LTD
22
New
N/A
22 $259K
BYND
Beyond Meat, Inc.

Consumer Defensive
85
New
$1.82 - $4.28 $155 - $364
85 $161K
Liberty Global LTD
9
New
N/A
9 $103K
Scilex Holding CO
5
New
N/A
5 $98K
Nexxen Intl LTD
4
New
N/A
4 $37K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
1
New
$6.26 - $8.46 $6.26 - $8.46
1 $8K
ASIX
Advan Six Inc.

Basic Materials
43
+ 12.8%
$18.03 - $25.29 $775 - $1.09K
379 $7.35M
OXY
Occidental Petroleum Corp

Energy
100
+ 5.26%
$42.54 - $48.1 $4.25K - $4.81K
2K $94.5M
PEP
Pepsico Inc

Consumer Defensive
16.8K
+ 34.35%
$133.81 - $152.16 $2.25M - $2.55M
65.7K $9.22B
KMB
Kimberly Clark Corp

Consumer Defensive
660
+ 528.0%
$121.72 - $136.77 $80.3K - $90.3K
785 $97.6M
BDX
Becton Dickinson & CO

Healthcare
4.24K
+ 45.42%
$172.41 - $199.66 $731K - $847K
13.6K $2.54B
CARR
Carrier Global Corp

Industrials
5K
+ 14.79%
$58.75 - $80.73 $294K - $404K
38.8K $2.32B
CRWD
Crowd Strike Holdings, Inc.

Technology
445
+ 8.89%
$412.46 - $514.1 $184K - $229K
5.45K $2.67B
NKE
Nike, Inc.

Consumer Cyclical
2.25K
+ 13.12%
$69.24 - $79.24 $156K - $178K
19.4K $1.35B
APD
Air Products & Chemicals, Inc.

Basic Materials
1.59K
+ 45.11%
$265.78 - $299.3 $423K - $477K
5.12K $1.4B
COST
Costco Wholesale Corp

Consumer Defensive
3.65K
+ 54.58%
$915.95 - $994.57 $3.34M - $3.63M
10.3K $9.56B
KEX
Kirby Corp

Industrials
660
+ 3.86%
$82.64 - $120.83 $54.5K - $79.7K
17.8K $1.48B
HON
Honeywell International Inc

Industrials
8.03K
+ 33.72%
$207.7 - $240.4 $1.67M - $1.93M
31.8K $6.7B
CRM
Salesforce, Inc.

Technology
2.13K
+ 9.11%
$231.66 - $273.65 $494K - $583K
25.5K $6.05B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.84K
+ 26.76%
$38.58 - $58.24 $303K - $457K
37.2K $1.46B
DE
Deere & CO

Industrials
7.59K
+ 59.13%
$457.26 - $524.37 $3.47M - $3.98M
20.4K $9.34B
IEX
Idex Corp

Industrials
57.9K
+ 51.71%
$157.53 - $185.69 $9.11M - $10.7M
170K $27.6B
ZTS
Zoetis Inc.

Healthcare
103K
+ 43.36%
$141.13 - $159.19 $14.5M - $16.4M
341K $49.9B
FCX
Freeport Mcmoran Inc

Basic Materials
7.5K
+ 2.32%
$35.34 - $47.21 $265K - $354K
330K $13B
DIS
Walt Disney CO

Communication Services
22.1K
+ 24.04%
$112.25 - $124.0 $2.48M - $2.74M
114K $13.1B
AMT
American Tower Corp

Real Estate
32.5K
+ 70.65%
$192.32 - $232.35 $6.26M - $7.56M
78.6K $15.1B
MCD
Mcdonalds Corp

Consumer Cyclical
3.23K
+ 5.02%
$291.67 - $316.99 $943K - $1.02M
67.6K $20.5B
Activity Summary
Buys All Purchases 246 New Holdings 155 Increased Positions 91 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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