Titelia

Holdings of Evelyn Partners Asset Management Ltd

274 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.3 % of the equity sleeve

Sector breakdown

  • Technology 13.9 %
  • Health care 8.6 %
  • Financials 8.6 %
  • Consumer discretionary 7.7 %
  • Communication 6.4 %
  • Industrials 3.5 %
  • Funds 3.4 %
  • Consumer staples 2.7 %
  • Materials 1.0 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 43.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.8 %
  • TW 2.1 %
  • GB 1.9 %
  • NL 0.7 %
  • DK 0.3 %
  • FR 0.1 %
  • SG 0.1 %
  • DE 0.0 %
  • JP 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US262368M $94.81 %
2TW18M $2.05 %
3GB57.3M $1.87 %
4NL12.8M $0.72 %
5DK11.3M $0.35 %
6FR1501.7K $0.13 %
7SG1244.6K $0.06 %
8DE172.9K $0.02 %
9JP1130 $0.00 %

Positions

RankCompanySharesValueWeight
201Danaher Corp 10620.1K $
202Tesla Inc 5018.6K $
203SBA Communications Corp 10618.2K $
204SPDR Series Trust 13116.7K $
205MetLife Inc 23616.7K $
206Williams Cos Inc/The 22316.2K $
207Broadcom Inc 5115.8K $
208Cohen & Steers Quality Income 1,28915.5K $
209Global X Lithium & Battery Tec 20014.9K $
210Ecolab Inc 5414.4K $
211Merck & Co Inc 11814.2K $
212L3Harris Technologies Inc 4114.2K $
213Lockheed Martin Corp 2313.9K $
214Caterpillar Inc 1913.5K $
215Centene Corp 40613.3K $
216Waste Management Inc 5713.1K $
217WW Grainger Inc 1213.1K $
218McKesson Corp 1513K $
219CBRE Global Real Estate Income 2,82312.4K $
220Deere & Co 2212.4K $
221BP PLC 25712.1K $
222Altria Group, Inc. 18111.9K $
223Wells Fargo & Co 14511.5K $
224Blackrock Inc 1211.5K $
225Aflac Inc 10211.2K $
2263M Co 7611K $
227International Business Machines Corp. 4410.7K $
228Philip Morris International Inc. 6310.4K $
229iShares Russell 2000 Growth ETF 3310.4K $
230Sherwin-Williams Co/The 3210.3K $
231TJX Cos Inc/The 6310.1K $
232Allstate Corp/The 4810K $
233Datadog Inc 849.9K $
234Haleon PLC 9719.7K $
235iShares Russell 2000 Value ETF 509.5K $
236PJT Partners Inc 659.1K $
237ConocoPhillips 668.7K $
238Travelers Cos Inc/The 298.5K $
239O'Reilly Automotive Inc 908.3K $
240Analog Devices Inc 268.3K $
241IDEXX Laboratories Inc 147.9K $
242ONEOK Inc 877.9K $
243Marsh & McLennan Cos Inc 457.8K $
244Bio-Rad Laboratories Inc 277.5K $
245Palo Alto Networks Inc 467.4K $
246Kinder Morgan, Inc. 2097K $
247Global Payments Inc 926.2K $
248Flowers Foods Inc 7195.9K $
249Freeport-McMoRan Inc 935.5K $
250Vulcan Materials Co 184.9K $
251Vanguard Emerging Markets Government Bond ETF 744.9K $
252Verisk Analytics Inc 234.4K $
253Lowe's Cos Inc 174K $
254Moody's Corp 93.9K $
255HubSpot Inc 163.9K $
256Illinois Tool Works Inc 153.9K $
257Markel Group Inc 23.8K $
258Elevance Health Inc 123.5K $
259Veralto Corp 373.3K $
260Trade Desk Inc/The 1423.2K $
261Diamondback Energy Inc 163.2K $
262Marathon Petroleum Corp 122.9K $
263Cheniere Energy Inc 92.6K $
264DigitalBridge Group Inc 1642.5K $
265iShares MSCI International Quality Factor ETF 502.3K $
266iShares Trust 122.3K $
267Occidental Petroleum Corp 332.1K $
268Docusign Inc 452.1K $
269Solstice Advanced Materials Inc 262K $
270Halliburton Co 441.7K $
271Versant Media Group Inc 371.4K $
272F&G Annuities & Life Inc 9228 $
273Takeda Pharmaceutical Co Ltd 7130 $
274Exelon Corp 149 $