Evelyn Partners Investment Management LLP Incresed Positions in Q3 2025

Evelyn Partners Investment Management LLP

  • $3.52 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
393
+ 21.02%
$850.86 - $1044.69 $334K - $411K
2.26K $2.08B
MLM
Martin Marietta Materials Inc

Basic Materials
202
+ 3.97%
$546.36 - $631.12 $110K - $127K
5.29K $3.33B
XYL
Xylem Inc.

Industrials
15
+ 0.37%
$129.67 - $147.5 $1.95K - $2.21K
4.09K $603M
MSCI
Msci Inc.

Financial Services
3.17K
+ 140.17%
$526.48 - $588.0 $1.67M - $1.87M
5.44K $3.08B
AZN
Astrazeneca PLC

Healthcare
3.1K
+ 73.84%
$68.72 - $82.11 $213K - $255K
7.3K $560M
WM
Waste Management Inc

Industrials
1.21K
+ 186.15%
$213.88 - $237.1 $259K - $287K
1.86K $411M
LOW
Lowes Companies Inc

Consumer Cyclical
230
+ 2.87%
$215.01 - $273.02 $49.5K - $62.8K
8.24K $2.07B
Ferguson Enterprises Inc
7.23K
+ 15.94%
N/A
52.6K $11.8B
UNP
Union Pacific Corp

Industrials
1.41K
+ 46.42%
$214.91 - $237.16 $303K - $335K
4.45K $1.05B
MKL
Markel Corp

Financial Services
3.63K
+ 96.67%
$1898.34 - $2031.8 $6.89M - $7.38M
7.39K $14.1B
ROK
Rockwell Automation, Inc

Industrials
420
+ 21.73%
$328.67 - $358.52 $138K - $151K
2.35K $822M
Veralto Corp
1.02K
+ 16.05%
N/A
7.34K $782M
HD
Home Depot, Inc.

Consumer Cyclical
208
+ 12.23%
$357.4 - $423.42 $74.3K - $88.1K
1.91K $774M
PSX
Phillips 66

Energy
370
+ 35.54%
$118.37 - $139.46 $43.8K - $51.6K
1.41K $192M
LMT
Lockheed Martin Corp

Industrials
97
+ 52.15%
$410.74 - $499.21 $39.8K - $48.4K
283 $141M
NVS
Novartis Ag

Healthcare
252
+ 56.25%
$113.5 - $129.73 $28.6K - $32.7K
700 $89.8M
HXL
Hexcel Corp

Industrials
300
+ 150.0%
$57.15 - $64.88 $17.1K - $19.5K
500 $31.4M
SRE
Sempra Energy

Utilities
184
+ 1150.0%
$74.14 - $89.98 $13.6K - $16.6K
200 $18M
REZI
Resideo Technologies, Inc.

Industrials
2
+ 13.33%
$23.08 - $43.18 $46.2 - $86.4
17 $734K
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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