Evelyn Partners Investment Management LLP

13F filer, CIK 2065206, London, United Kingdom

Evelyn Partners Investment Management LLP reported $3,081,105,090 across 416 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-12-11. Its ten largest share positions make up 47.77% of the portfolio.

Filed 2025-12-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC13F-HR 0001420506-25-003538

Period: 2024-12-31
Reported value: $3.08B
Holdings: 416
Top 10 weight: 47.77%
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Part of the filer group Evelyn Partners Group Ltd

Evelyn Partners Asset Management Ltd Evelyn Partners Group Ltd +2 others

How groups are built

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001420506-25-003538, largest first. % of portfolio is the value over $3,081,105,090, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
MSFTMICROSOFT CORP	598,858	$252M	8.19%	Timeline
AMZNAMAZON COM INC	1,130,120	$248M	8.05%	Timeline
GOOGLALPHABET INC	1,165,450	$221M	7.16%	Timeline
AAPLAPPLE INC	483,503	$121M	3.93%	Timeline
VVISA INC	379,598	$120M	3.89%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	246,150	$112M	3.62%	Timeline
CRHCRH PLC	1,198,827	$111M	3.6%	Timeline
NVDANVIDIA CORPORATION	798,825	$107M	3.48%	Timeline
UNHUNITEDHEALTH GROUP INC	180,669	$91.4M	2.97%	Timeline
SYKSTRYKER CORPORATION	246,096	$88.6M	2.88%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	394,590	$77.9M	2.53%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	139,852	$72.8M	2.36%	Timeline
CBCHUBB LIMITED	223,921	$61.9M	2.01%	Timeline
ZTSZOETIS INC	377,244	$61.5M	1.99%	Timeline
JPMJPMORGAN CHASE & CO	229,458	$55M	1.79%	Timeline
BKNGBOOKING HOLDINGS INC	10,972	$54.5M	1.77%	Timeline
SWSMURFIT WESTROCK PLC	850,281	$45.8M	1.49%	Timeline
METAMETA PLATFORMS INC	77,227	$45.2M	1.47%	Timeline
KOCOCA COLA CO	724,962	$45.1M	1.46%	Timeline
MCDMCDONALDS CORP	151,201	$43.8M	1.42%	Timeline
IEXIDEX CORP	196,292	$41.1M	1.33%	Timeline
GSGOLDMAN SACHS GROUP INC	71,141	$40.7M	1.32%	Timeline
MAMASTERCARD INCORPORATED	68,708	$36.2M	1.17%	Timeline
LINLINDE PLC	77,804	$32.6M	1.06%	Timeline
BACBANK OF AMER CORP	698,979	$30.7M	1%	Timeline
DHRDANAHER CORP DEL	129,659	$29.8M	0.97%	Timeline
GOOGALPHABET INC	150,682	$28.7M	0.93%	Timeline
ACNACCENTURE PLC IRELAND	77,194	$27.2M	0.88%	Timeline
BURBURFORD CAPITAL LIMITED	2,039,116	$26.4M	0.86%	Timeline
NDAQNASDAQ INC	324,443	$25.1M	0.81%	Timeline
BXBLACKSTONE INC	144,559	$24.9M	0.81%	Timeline
NEENEXTERA ENERGY INC	347,533	$24.9M	0.81%	Timeline
WMTWALMART INC	272,111	$24.6M	0.8%	Timeline
TJXTJX COS INC NEW	193,482	$23.4M	0.76%	Timeline
JNJJOHNSON & JOHNSON	159,902	$23.1M	0.75%	Timeline
PGPROCTER & GAMBLE CO	135,679	$22.7M	0.74%	Timeline
AZOAUTOZONE INC	7,043	$22.6M	0.73%	Timeline
PEPPEPSICO INC	130,157	$19.8M	0.64%	Timeline
CVXCHEVRON CORPORATION	128,698	$18.6M	0.6%	Timeline
SPGIS&P GLOBAL INC	35,380	$17.6M	0.57%	Timeline
DISDISNEY WALT CO	155,263	$17.3M	0.56%	Timeline
AMTAMERICAN TOWER CORP	92,551	$17M	0.55%	Timeline
CEFSPROTT ASSET MANAGEMENT LP	704,928	$16.7M	0.54%	Timeline
FCXFREEPORT MCMORAN INC	438,798	$16.7M	0.54%	Timeline
ISRGINTUITIVE SURGICAL INC	30,641	$16M	0.52%	Timeline
CDNSCADENCE DESIGN SYSTEM INC	48,269	$14.5M	0.47%	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	182,931	$14.3M	0.46%	Timeline
AEMAGNICO EAGLE MINES LTD	180,234	$14.1M	0.46%	Timeline
MKLMARKEL GROUP INC	7,266	$12.5M	0.41%	Timeline
NFLXNETFLIX INC.	13,615	$12.1M	0.39%	Timeline
INTUINTUIT	17,113	$10.8M	0.35%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	11,319	$10.4M	0.34%	Timeline
ROPROPER TECHNOLOGIES INC	19,936	$10.4M	0.34%	Timeline
FERGFERGUSON ENTERPRISES INC	58,283	$10.1M	0.33%	Timeline
RACEFERRARI N V	23,775	$10.1M	0.33%	Timeline
MDLZMONDELEZ INTL INC	168,628	$10.1M	0.33%	Timeline
ADBEADOBE INC	22,567	$10M	0.33%	Timeline
BDXBECTON DICKINSON & CO	40,705	$9.23M	0.3%	Timeline
HONHONEYWELL INTL INC	40,568	$9.16M	0.3%	Timeline
ABTABBOTT LABORATORIES	76,143	$8.61M	0.28%	Timeline
NEMNEWMONT CORP	230,772	$8.59M	0.28%	Timeline
XOMEXXON MOBIL CORP	75,969	$8.17M	0.27%	Timeline
AWKAMERICAN WTR WKS CO INC NEW	65,089	$8.1M	0.26%	Timeline
DEDEERE & CO	19,078	$8.08M	0.26%	Timeline
CRMSALESFORCE INC	24,029	$8.03M	0.26%	Timeline
PLDPROLOGIS INC.	63,812	$6.74M	0.22%	Timeline
CMECME GROUP INC	29,014	$6.74M	0.22%	Timeline
CSCOCISCO SYS INC	113,406	$6.71M	0.22%	Timeline
ETNEATON CORP PLC	18,198	$6.04M	0.2%	Timeline
PANWPALO ALTO NETWORKS INC	32,473	$5.91M	0.19%	Timeline
HRIHERC HLDGS INC	28,062	$5.31M	0.17%	Timeline
FLUTFLUTTER ENTMT PLC	19,890	$5.14M	0.17%	Timeline
ANETARISTA NETWORKS INC	42,886	$4.74M	0.15%	Timeline
GLDSPDR GOLD TR	19,522	$4.73M	0.15%	Timeline
MRSHMARSH & MCLENNAN COS INC	21,293	$4.52M	0.15%	Timeline
RYROYAL BK CDA	36,489	$4.4M	0.14%	Timeline
SHWSHERWIN WILLIAMS CO	12,861	$4.37M	0.14%	Timeline
SLBSLB LIMITED	112,531	$4.31M	0.14%	Timeline
VZVERIZON COMMUNICATIONS INC	101,423	$4.06M	0.13%	Timeline
MSCIMSCI INC	6,717	$4.03M	0.13%	Timeline
APTVAPTIV PLC	64,863	$3.92M	0.13%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	11,162	$3.24M	0.11%	Timeline
CLCOLGATE PALMOLIVE CO	34,904	$3.17M	0.1%	Timeline
WMBWILLIAMS COS INC	58,510	$3.17M	0.1%	Timeline
JEFJEFFERIES FINANCIAL GROUP IN	39,768	$3.12M	0.1%	Timeline
RTXRTX CORPORATION	26,761	$3.1M	0.1%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,133	$3.01M	0.1%	Timeline
LLYELI LILLY & CO	3,856	$2.98M	0.1%	Timeline
TSLATESLA INC	7,224	$2.92M	0.09%	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	47,886	$2.89M	0.09%	Timeline
DOVDOVER CORP	15,029	$2.82M	0.09%	Timeline
LHXL3HARRIS TECHNOLOGIES INC	13,408	$2.82M	0.09%	Timeline
MLMMARTIN MARIETTA MATLS INC	5,285	$2.73M	0.09%	Timeline
CPCANADIAN PACIFIC KANSAS CITY	35,945	$2.6M	0.08%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	10,348	$2.27M	0.07%	Timeline
CARRCARRIER GLOBAL CORPORATION	31,775	$2.17M	0.07%	Timeline
NKENIKE INC	28,124	$2.13M	0.07%	Timeline
TDTORONTO DOMINION BK ONT	37,024	$1.97M	0.06%	Timeline
CRWDCROWDSTRIKE HLDGS INC	5,745	$1.97M	0.06%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	6,611	$1.94M	0.06%	Timeline
ALCALCON AG	22,685	$1.92M	0.06%	Timeline
PFEPFIZER INC	72,313	$1.92M	0.06%	Timeline
CCITIGROUP INC	26,954	$1.9M	0.06%	Timeline
WPMWHEATON PRECIOUS METALS CORP	32,558	$1.83M	0.06%	Timeline
CATCATERPILLAR INC	5,043	$1.83M	0.06%	Timeline
LOWLOWES COS INC	7,280	$1.8M	0.06%	Timeline
LOGILOGITECH INTL S A	21,339	$1.76M	0.06%	Timeline
PYPLPAYPAL HLDGS INC	19,677	$1.68M	0.05%	Timeline
SHOPSHOPIFY INC	15,712	$1.67M	0.05%	Timeline
MSMORGAN STANLEY	12,720	$1.6M	0.05%	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	1,360	$1.5M	0.05%	Timeline
TAT&T INC	63,248	$1.44M	0.05%	Timeline
KDPKEURIG DR PEPPER INC	43,751	$1.41M	0.05%	Timeline
NOWSERVICENOW INC	1,311	$1.39M	0.05%	Timeline
AXPAMERICAN EXPRESS CO	4,584	$1.36M	0.04%	Timeline
BLKBLACKROCK INC	1,322	$1.36M	0.04%	Timeline
STIPISHARES TR	13,117	$1.32M	0.04%	Timeline
MRKMERCK & CO INC	13,200	$1.31M	0.04%	Timeline
SPOTSPOTIFY TECHNOLOGY S A	2,584	$1.16M	0.04%	Timeline
UNPUNION PAC CORP	5,059	$1.15M	0.04%	Timeline
IBKRINTERACTIVE BROKERS GROUP IN	25,802	$1.14M	0.04%	Timeline
SHELSHELL PLC	17,395	$1.09M	0.04%	Timeline
AREALEXANDRIA REAL ESTATE EQ IN	11,060	$1.08M	0.04%	Timeline
TRITHOMSON REUTERS CORP	6,721	$1.08M	0.04%	Timeline
GEGE AEROSPACE	5,940	$991K	0.03%	Timeline
UNILEVER PLCUNILEVER PLC	17,340	$983K	0.03%
TXNTEXAS INSTRS INC	5,185	$972K	0.03%	Timeline
ABBVABBVIE INC	5,273	$937K	0.03%	Timeline
UBSUBS GROUP AG	28,866	$882K	0.03%	Timeline
VLTOVERALTO CORP	8,533	$869K	0.03%	Timeline
CCJCAMECO CORP	16,898	$868K	0.03%	Timeline
KKRKKR & CO INC	5,755	$851K	0.03%	Timeline
BEPBROOKFIELD RENEWABLE ENERGY	36,058	$821K	0.03%	Timeline
EQIXEQUINIX INC	865	$816K	0.03%	Timeline
HDHOME DEPOT INC	2,089	$813K	0.03%	Timeline
ROKROCKWELL AUTOMATION INC	2,801	$800K	0.03%	Timeline
WTWWILLIS TOWERS WATSON PLC LTD	2,412	$756K	0.02%	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	13,632	$743K	0.02%
ELLAUDER ESTEE COS INC	9,659	$724K	0.02%	Timeline
IVVISHARES TR	1,213	$714K	0.02%	Timeline
NOCNORTHROP GRUMMAN CORP	1,358	$637K	0.02%	Timeline
AONAON PLC	1,750	$629K	0.02%	Timeline
PMPHILIP MORRIS INTL INC	5,046	$607K	0.02%	Timeline
CSXCSX CORP	17,660	$570K	0.02%	Timeline
SBUXSTARBUCKS CORP	6,187	$565K	0.02%	Timeline
EAELECTRONIC ARTS INC	3,714	$543K	0.02%	Timeline
LNGCHENIERE ENERGY INC	2,500	$537K	0.02%	Timeline
VGTVANGUARD WORLD FD	859	$534K	0.02%	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	9,160	$525K	0.02%	Timeline
MARMARRIOTT INTL INC NEW	1,877	$524K	0.02%	Timeline
OPPJWISDOMTREE TR	15,000	$519K	0.02%	Timeline
IWMISHARES TR	2,345	$518K	0.02%	Timeline
BF-BBROWN FORMAN CORP	13,575	$516K	0.02%	Timeline
QQQINVESCO QQQ TR	995	$509K	0.02%	Timeline
MDTMEDTRONIC PLC	6,181	$494K	0.02%	Timeline
RYAAYRYANAIR HOLDINGS PLC	11,131	$485K	0.02%	Timeline
GEVGE VERNOVA INC	1,460	$480K	0.02%	Timeline
MOALTRIA GROUP INC	9,112	$476K	0.02%	Timeline
MKCMCCORMICK & CO INC	6,220	$474K	0.02%	Timeline
XYLXYLEM INC	4,085	$474K	0.02%	Timeline
NTRSNORTHERN TR CORP	4,590	$470K	0.02%	Timeline
URTHISHARES INC	3,000	$466K	0.02%	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	3,860	$460K	0.01%	Timeline
STLASTELLANTIS N.V	33,968	$443K	0.01%	Timeline
BABOEING CO	2,456	$435K	0.01%	Timeline
STESTERIS PLC	2,071	$426K	0.01%	Timeline
MELIMERCADOLIBRE INC	238	$405K	0.01%	Timeline
KMBKIMBERLY-CLARK CORP	3,025	$396K	0.01%	Timeline
CTRACOTERRA ENERGY INC	15,176	$388K	0.01%	Timeline
ILMNILLUMINA INC	2,808	$375K	0.01%	Timeline
COPCONOCOPHILLIPS	3,561	$353K	0.01%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	6,091	$345K	0.01%	Timeline
JCIJOHNSON CONTROLS INTERNATION	4,060	$320K	0.01%	Timeline
EMREMERSON ELEC CO	2,498	$310K	0.01%	Timeline
ADSKAUTODESK INC	1,020	$301K	0.01%	Timeline
DDDUPONT DE NEMOURS INC	3,920	$299K	0.01%	Timeline
CMCANADIAN IMPERIAL BANK OF CO	4,509	$285K	0.01%	Timeline
INFYINFOSYS LTD	12,600	$276K	0.01%	Timeline
AZNASTRAZENECA PLC-SPONS ADR	4,198	$275K	0.01%	Timeline
OREALTY INCOME CORP	5,000	$267K	0.01%	Timeline
BMOBANK OF MONTREAL	2,700	$262K	0.01%	Timeline
ALLALLSTATE CORP	1,342	$259K	0.01%	Timeline
SGOLETFS GOLD TR	10,000	$250K	0.01%	Timeline
STTSTATE STR CORP	2,455	$241K	0.01%	Timeline
ORCLORACLE CORP	1,405	$234K	0.01%	Timeline
JXNJACKSON FINANCIAL INC	2,634	$229K	0.01%	Timeline
USBUS BANCORP	4,720	$226K	0.01%	Timeline
CHDCHURCH & DWIGHT CO INC	2,122	$222K	0.01%	Timeline
TWLOTWILIO INC	2,000	$216K	0.01%	Timeline
BNSBANK NOVA SCOTIA B C	3,985	$214K	0.01%	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	1,320	$212K	0.01%	Timeline
WDCWESTERN DIGITAL CORP	4,635	$209K	0.01%	Timeline
AGCOAGCO CORP	2,210	$207K	0.01%	Timeline
CMCSACOMCAST CORP NEW	5,421	$203K	0.01%	Timeline
PSXPHILLIPS 66	1,751	$199K	0.01%	Timeline
ACGLARCH CAP GROUP LTD	2,124	$196K	0.01%	Timeline
INTCINTEL CORP	9,760	$196K	0.01%	Timeline
DXJWISDOMTREE TR	1,692	$187K	0.01%	Timeline
NVONOVO-NORDISK A S	2,160	$186K	0.01%	Timeline
SUSUNCOR ENERGY INC NEW	5,200	$185K	0.01%	Timeline
GISGENERAL MILLS INC	2,846	$181K	0.01%	Timeline
WMWASTE MGMT INC DEL	890	$180K	0.01%	Timeline
CTVACORTEVA INC	3,055	$174K	0.01%	Timeline
INDIVIOR PLCINDIVIOR PLC	13,262	$165K	0.01%
KHCKRAFT HEINZ CO	5,212	$160K	0.01%	Timeline
ZSZSCALER INC	875	$158K	0.01%	Timeline
DOWDOW HLDGS INC	3,921	$157K	0.01%	Timeline
EEMISHARES TR	3,550	$148K	<0.01%	Timeline
VPLVANGUARD INTL EQUITY INDEX F	2,063	$147K	<0.01%	Timeline
SYYSYSCO CORP	1,900	$145K	<0.01%	Timeline
OXYOCCIDENTAL PETE CORP	2,930	$145K	<0.01%	Timeline
CCKCROWN HLDGS INC	1,750	$145K	<0.01%	Timeline
FISVFISERV INC	700	$144K	<0.01%	Timeline
IEMGISHARES INC	2,750	$144K	<0.01%	Timeline
IBNICICI BK LTD	4,801	$143K	<0.01%	Timeline
WDFCWD 40 CO	570	$138K	<0.01%	Timeline
ECLECOLAB INC	582	$136K	<0.01%	Timeline
CITHE CIGNA GROUP	465	$128K	<0.01%	Timeline
XLKSELECT SECTOR SPDR TR	550	$128K	<0.01%	Timeline
APHAMPHENOL CORP	1,820	$126K	<0.01%	Timeline
HSICSCHEIN HENRY INC	1,758	$122K	<0.01%	Timeline
TRVTRAVELERS COMPANIES INC	500	$120K	<0.01%	Timeline
BSXBOSTON SCIENTIFIC CORP	1,340	$120K	<0.01%	Timeline
LMTLOCKHEED MARTIN CORP	243	$118K	<0.01%	Timeline
VGKVANGUARD INTL EQUITY INDEX F	1,855	$118K	<0.01%	Timeline
GAMGENERAL AMERN INVS CO INC	2,245	$115K	<0.01%	Timeline
OTISOTIS WORLDWIDE CORP	1,230	$114K	<0.01%	Timeline
MANMANPOWERGROUP INC WIS	1,873	$108K	<0.01%	Timeline
CLHCLEAN HARBORS INC	460	$106K	<0.01%	Timeline
GLWCORNING INC	2,220	$105K	<0.01%	Timeline
BALLBALL CORP	1,876	$103K	<0.01%	Timeline
FLOFLOWERS FOODS INC	5,000	$103K	<0.01%	Timeline
FDXFEDEX CORP	360	$101K	<0.01%	Timeline
DBDEUTSCHE BK AG	5,800	$99.9K	<0.01%	Timeline
EWEDWARDS LIFESCIENCES CORP	1,314	$97.3K	<0.01%	Timeline
MMM3M CO	745	$96.2K	<0.01%	Timeline
FISFIDELITY NATL INFORMATION SV	1,157	$93.5K	<0.01%	Timeline
WATWATERS CORP	250	$92.7K	<0.01%	Timeline
NTRNUTRIEN LTD	2,066	$92.4K	<0.01%	Timeline
DELLDELL TECHNOLOGIES INC	773	$89.1K	<0.01%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	2,007	$88.4K	<0.01%	Timeline
CCICROWN CASTLE INC	950	$86.2K	<0.01%	Timeline
ASMLASML HLDG NV	123	$85.2K	<0.01%	Timeline
CIENCIENA CORP	1,000	$84.8K	<0.01%	Timeline
IWPISHARES TR	666	$84.4K	<0.01%	Timeline
LRCXLAM RESEARCH CORP	1,160	$83.8K	<0.01%	Timeline
CVSCVS HEALTH CORP	1,800	$80.8K	<0.01%	Timeline
MCOMOODYS CORP	170	$80.5K	<0.01%	Timeline
VRNSVARONIS SYS INC	1,800	$80K	<0.01%	Timeline
FOXAFOX CORP	1,640	$79.7K	<0.01%	Timeline
BPBP PLC	2,682	$79.3K	<0.01%	Timeline
UBERUBER TECHNOLOGIES INC	1,300	$78.4K	<0.01%	Timeline
GWWWW GRAINGER INC	74	$78K	<0.01%	Timeline
LFUSLITTELFUSE INC	325	$76.6K	<0.01%	Timeline
WCNWASTE CONNECTIONS INC	444	$76.1K	<0.01%	Timeline
CVECENOVUS ENERGY INC	4,890	$74.1K	<0.01%	Timeline
BGBUNGE GLOBAL SA	940	$73.1K	<0.01%	Timeline
GILDGILEAD SCIENCES INC	766	$70.8K	<0.01%	Timeline
BNYBANK OF NY MELLON CORP	915	$70.3K	<0.01%	Timeline
FRIFIRST TR EXCHANGE-TRADED FD	2,550	$69.8K	<0.01%	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	400	$69.3K	<0.01%
NVSNOVARTIS AG	700	$68.1K	<0.01%	Timeline
GMGENERAL MTRS CO	1,253	$66.7K	<0.01%	Timeline
GDGENERAL DYNAMICS CORP	252	$66.4K	<0.01%	Timeline
FEMFIRST TR EXCH TRD ALPHDX FD	2,875	$63.3K	<0.01%	Timeline
IVZINVESCO LTD	3,612	$63.1K	<0.01%	Timeline
QCOMQUALCOMM INC	400	$61.4K	<0.01%	Timeline
SLFSUN LIFE FINANCIAL INC.	992	$58.9K	<0.01%	Timeline
ALNYALNYLAM PHARMACEUTICALS INC	250	$58.8K	<0.01%	Timeline
OLNOLIN CORP	1,615	$54.6K	<0.01%	Timeline
LNDBRASILAGRO COMPANHIA BRASILE	15,054	$54.3K	<0.01%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	300	$52.6K	<0.01%	Timeline
CNQCANADIAN NAT RES LTD MED TER	1,680	$51.8K	<0.01%	Timeline
CRSPCRISPR THERAPEUTICS AG	1,300	$51.2K	<0.01%	Timeline
COINCOINBASE GLOBAL INC	190	$47.2K	<0.01%	Timeline
TELTE CONNECTIVITY PLC	325	$46.5K	<0.01%	Timeline
KKELLANOVA	570	$46.2K	<0.01%	Timeline
TRMBTRIMBLE INC	650	$45.9K	<0.01%	Timeline
EPIWISDOMTREE TR	1,000	$45.3K	<0.01%	Timeline
BABAALIBABA GROUP HLDG LTD	510	$42.9K	<0.01%	Timeline
UPSUNITED PARCEL SVCS INC	337	$42.5K	<0.01%	Timeline
AVYAVERY DENNISON CORP	225	$42.1K	<0.01%	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	34	$41.6K	<0.01%	Timeline
AEPAMERICAN ELEC PWR CO INC	450	$41.5K	<0.01%	Timeline
BIPBROOKFIELD INFRASTRUCTURE PA	1,275	$40.5K	<0.01%	Timeline
EFXEQUIFAX INC	154	$39.2K	<0.01%	Timeline
IMOIMPERIAL OIL LTD	630	$38.8K	<0.01%	Timeline
VBVANGUARD INDEX FDS	160	$38.4K	<0.01%	Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNE	500	$38.4K	<0.01%	Timeline
LULULULULEMON ATHLETICA INC	100	$38.2K	<0.01%	Timeline
ETRENTERGY CORP NEW	500	$37.9K	<0.01%	Timeline
SSNCSS&C TECH HLDGS	500	$37.9K	<0.01%	Timeline
FANGDIAMONDBACK ENERGY INC	230	$37.7K	<0.01%	Timeline
TIPISHARES TR	350	$37.3K	<0.01%	Timeline
POSTPOST HLDGS INC	315	$36.1K	<0.01%	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	400	$35.1K	<0.01%	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	955	$34K	<0.01%	Timeline
AOSSMITH A O CORP	490	$33.4K	<0.01%	Timeline
SDYSPDR SERIES TRUST	250	$33K	<0.01%	Timeline
HXLHEXCEL CORP NEW	500	$31.4K	<0.01%	Timeline
BRBRBELLRING BRANDS INC	399	$30.1K	<0.01%	Timeline
AMDADVANCED MICRO DEVICES INC	245	$29.6K	<0.01%	Timeline
AMGNAMGEN INC	113	$29.5K	<0.01%	Timeline
PIOINVESCO EXCH TRADED FD TR II	750	$29.3K	<0.01%	Timeline
LNNLINDSAY CORP	245	$29K	<0.01%	Timeline
ARVNARVINAS INC	1,474	$28.3K	<0.01%	Timeline
ARESARES MANAGEMENT CORPORATION	158	$28K	<0.01%	Timeline
TERTERADYNE INC	215	$27.1K	<0.01%	Timeline
OVVOVINTIV INC	619	$25.1K	<0.01%	Timeline
PODDINSULET CORP	95	$24.8K	<0.01%	Timeline
VNQIVANGUARD INTL EQUITY INDEX F	620	$24.5K	<0.01%	Timeline
WFCWELLS FARGO & CO	340	$23.9K	<0.01%	Timeline
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDC	1,815	$23.7K	<0.01%
AGIALAMOS GOLD INC	1,250	$23K	<0.01%	Timeline
FTRIFIRST TR EXCHANGE-TRADED FD	1,890	$22.7K	<0.01%	Timeline
SOXXISHARES TR	105	$22.6K	<0.01%	Timeline
MNSTMONSTER BEVERAGE CORP NEW	430	$22.6K	<0.01%	Timeline
FERFERROVIAL NV	532	$22.4K	<0.01%	Timeline
BKUBANKUNITED INC	580	$22.1K	<0.01%	Timeline
FPEFIRST TR EXCH TRADED FD III	1,250	$22.1K	<0.01%	Timeline
STZCONSTELLATION BRANDS INC	100	$22.1K	<0.01%	Timeline
IRTCIRHYTHM HOLDINGS INC	245	$22.1K	<0.01%	Timeline
VTRSVIATRIS INC	1,674	$20.8K	<0.01%	Timeline
NWSANEWS CORP NEW	752	$20.7K	<0.01%	Timeline
PRPERMIAN RESOURCES CORP	1,436	$20.6K	<0.01%	Timeline
VRSKVERISK ANALYTICS INC	74	$20.4K	<0.01%	Timeline
REMXVANECK ETF TRUST	500	$19.5K	<0.01%	Timeline
AGGISHARES TR	200	$19.4K	<0.01%	Timeline
KEXKIRBY CORP	175	$18.5K	<0.01%	Timeline
FFORD MTR CO	1,866	$18.5K	<0.01%	Timeline
VWOBVANGUARD WHITEHALL FDS	290	$18.3K	<0.01%	Timeline
SRESEMPRA	200	$17.5K	<0.01%	Timeline
CPRTCOPART INC	300	$17.2K	<0.01%	Timeline
PHMPULTE GROUP INC	154	$16.8K	<0.01%	Timeline
BYNDBEYOND MEAT INC	4,426	$16.6K	<0.01%	Timeline
GREKGLOBAL X FDS	429	$16.6K	<0.01%	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	480	$16.3K	<0.01%	Timeline
SESEA LTD	150	$15.9K	<0.01%	Timeline
DBXDROPBOX INC	500	$15K	<0.01%	Timeline
EBAYEBAY INC.	240	$14.9K	<0.01%	Timeline
AUANGLOGOLD ASHANTI PLC	628	$14.5K	<0.01%	Timeline
PAASPAN AMERN SILVER CORP	671	$13.6K	<0.01%	Timeline
KGCKINROSS GOLD CORP	1,450	$13.5K	<0.01%	Timeline
IRMIRON MTN INC DEL	125	$13.1K	<0.01%	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	88	$13.1K	<0.01%	Timeline
CRDLCARDIOL THERAPEUTICS INC	10,000	$12.9K	<0.01%	Timeline
NEOGNEOGEN CORP	1,000	$12.1K	<0.01%	Timeline
IDXXIDEXX LABS INC	29	$12K	<0.01%	Timeline
FNVFRANCO NEV CORP	100	$11.7K	<0.01%	Timeline
AESAES CORP	880	$11.3K	<0.01%	Timeline
ALVAUTOLIV INC	120	$11.3K	<0.01%	Timeline
ORLAORLA MNG LTD NEW	2,029	$11.2K	<0.01%	Timeline
JHGJANUS HENDERSON GROUP PLC	260	$11.1K	<0.01%	Timeline
ASIXADVANSIX INC	379	$10.8K	<0.01%	Timeline
PBRPETROLEO BRASILEIRO S A	820	$10.5K	<0.01%	Timeline
AVGOBROADCOM INC	45	$10.4K	<0.01%	Timeline
FTVFORTIVE CORP	183	$10.3K	<0.01%	Timeline
KDKYNDRYL HLDGS INC	288	$9.96K	<0.01%	Timeline
FICOFAIR ISAAC CORP	5	$9.96K	<0.01%	Timeline
WABWABTEC	52	$9.86K	<0.01%	Timeline
SNPSSYNOPSYS INC	19	$9.22K	<0.01%	Timeline
RCIROGERS COMMUNICATIONS INC	300	$9.22K	<0.01%	Timeline
ABNBAIRBNB INC	70	$9.2K	<0.01%	Timeline
TRUTRANSUNION	98	$9.09K	<0.01%	Timeline
HCAHCA HEALTHCARE INC	30	$9K	<0.01%	Timeline
EMFTEMPLETON EMERGING MKTS FD	750	$8.96K	<0.01%	Timeline
TMUST-MOBILE US INC	40	$8.83K	<0.01%	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	80	$8.45K	<0.01%	Timeline
Sandstorm Gold LtdSandstorm Gold Ltd	1,500	$8.38K	<0.01%
GXOGXO LOGISTICS INCORPORATED	186	$8.09K	<0.01%	Timeline
GNRCGENERAC HLDGS INC	50	$7.75K	<0.01%	Timeline
ONCBEONE MEDICINES LTD	41	$7.57K	<0.01%	Timeline
CDZICADIZ INC	1,366	$7.1K	<0.01%	Timeline
SBACSBA COMMUNICATIONS CORP	33	$6.72K	<0.01%	Timeline
DPZDOMINOS PIZZA INC	15	$6.3K	<0.01%	Timeline
WBDWARNER BROS DISCOVERY INC	518	$5.47K	<0.01%	Timeline
ADNTADIENT PLC	313	$5.39K	<0.01%	Timeline
SSRMSSR MINING IN	750	$5.22K	<0.01%	Timeline
APLSAPELLIS PHARMACEUTICALS INC	150	$4.79K	<0.01%	Timeline
ALBALBEMARLE CORP	53	$4.56K	<0.01%	Timeline
CCCHEMOURS CO	254	$4.29K	<0.01%	Timeline
SOLVSOLVENTUM CORP	63	$4.16K	<0.01%	Timeline
FBINFORTUNE BRANDS INNOVATIONS I	60	$4.1K	<0.01%	Timeline
MAG SILVER CORPMAG SILVER CORP	300	$4.07K	<0.01%
ARQTARCUTIS BIOTHERAPEUTICS INC	270	$3.76K	<0.01%	Timeline
MATMATTEL INC	200	$3.55K	<0.01%	Timeline
PRTAPROTHENA CORP PLC	199	$2.76K	<0.01%	Timeline
WK KELLOGG COWK KELLOGG CO	142	$2.56K	<0.01%
EDITEDITAS MEDICINE INC	1,950	$2.48K	<0.01%	Timeline
EMBCEMBECTA CORP	114	$2.35K	<0.01%	Timeline
UIUBIQUITI INC	7	$2.32K	<0.01%	Timeline
TAKTAKEDA PHARMACEUTICAL CO LTD	167	$2.21K	<0.01%	Timeline
JAZZJAZZ PHARMACEUTICALS PLC	15	$1.85K	<0.01%	Timeline
GRALGRAIL INC	94	$1.68K	<0.01%	Timeline
NOKNOKIA CORP	368	$1.63K	<0.01%	Timeline
CEVACEVA INC	37	$1.17K	<0.01%	Timeline
VOOVANGUARD INDEX FDS	2	$1.08K	<0.01%	Timeline
MOATVANECK ETF TRUST	10	$927	<0.01%	Timeline
LACLITHIUM AMERS CORP NEW	300	$891	<0.01%	Timeline
MBCMASTERBRAND INC	60	$877	<0.01%	Timeline
GENGEN DIGITAL INC	30	$821	<0.01%	Timeline
LITHIUM AMERICAS ARGENTINA CLITHIUM AMERICAS ARGENTINA C	300	$786	<0.01%
VHTVANGUARD WORLD FD	3	$761	<0.01%	Timeline
NAKNORTHERN DYNASTY MINERALS LT	1,200	$692	<0.01%	Timeline
GDXVANECK ETF TRUST	20	$678	<0.01%	Timeline
BTEBAYTEX ENERGY CORP	194	$499	<0.01%	Timeline
LBTYKLIBERTY GLOBAL LTD	38	$499	<0.01%	Timeline
NMMNAVIOS MARITIME PARTNERS LP	10	$433	<0.01%	Timeline
REZIRESIDEO TECHNOLOGIES INC	17	$392	<0.01%	Timeline
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG	9	$388	<0.01%
PLGPLATINUM GROUP METALS LTD	220	$278	<0.01%	Timeline
DOCUDOCUSIGN INC	3	$270	<0.01%	Timeline
LBTYALIBERTY GLOBAL LTD	15	$191	<0.01%	Timeline
OGNORGANON & CO	11	$164	<0.01%	Timeline
ZIMVIE INCZIMVIE INC	8	$112	<0.01%
LILAKLIBERTY LATIN AMERICA LTD	1	$6	<0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001420506-25-003538	base		2025-12-11	acceptance time not in the bulk data set	2026-10-07 03:01:36 UTC