Evelyn Partners Investment Management LLP
CIK 2065206 · View on SEC EDGAR ↗
- Portfolio value
- $3.7B
- Positions
- 410
- As of
- March 31, 2026 Data as of Q1 2026
#1,006 of 9,443 by 13F value · top 10.7%
Portfolio value QoQ: +1.7% 13F does not disclose cash
- Top 10 holdings weight
- 50.36%
- Top 25 holdings weight
- 72.86%
- Positions above 1%
- 23
- Effective number of positions
- 28.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 4.06% Est. buys $464,470,979 · sells $148,150,110
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 83.7% still held
- New positions
- 15
- Increased
- 56
- Decreased
- 142
- Closed
- 16
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +3.8% · S&P 500: +9.2%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 94.9% · Options excluded: 0.0%
Sector breakdown
Technology
19.9%
Healthcare
17.5%
Communication Services
10.8%
Retail
10.0%
Financial Services
7.9%
Financials
6.4%
Industrials
6.3%
Materials
3.5%
Consumer Discretionary
2.8%
Consumer Staples
2.5%
Energy
2.4%
Utilities
1.4%
Packaging
0.7%
Consumer products
0.5%
Communications
0.5%
Real Estate
0.4%
Telecommunication
0.2%
Logistics & Transportation
0.0%
Other/Unmapped
6.2%
Full portfolio 410 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AZN AstraZeneca PLC - American Depositary Shares | $325,484,543 | 8.84% | 1,675,125 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $260,469,380 | 7.08% | 703,648 | $-64,779,579 | Up ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $258,733,613 | 7.03% | 1,242,299 | $-22,677,515 | Up ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $258,041,966 | 7.01% | 897,350 | $-31,658,627 | Down ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $151,097,195 | 4.11% | 866,383 | $-5,637,965 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $148,090,028 | 4.02% | 438,201 | $11,263,859 | Down ×2 | ||
| BRKB | $134,871,319 | 3.66% | 281,451 | $-5,460,519 | Up ×3 | ||
| V Visa Inc. | $106,350,700 | 2.89% | 351,875 | $-20,625,960 | Down ×1 | ||
| CRH CRH PLC Ordinary Shares | $106,017,409 | 2.88% | 1,008,537 | $-23,258,044 | Down ×5 | ||
| AAPL Apple Inc. - Common Stock | $104,165,060 | 2.83% | 410,438 | $-2,389,108 | Up ×1 | ||
| SYK Stryker Corporation Common Stock | $87,224,544 | 2.37% | 265,451 | $-6,728,308 | Down ×1 | ||
| CB Chubb Limited Common Stock | $86,632,846 | 2.35% | 265,802 | $3,951,322 | Up ×5 | ||
| JPM JP Morgan Chase & Co. Common Stock | $84,253,896 | 2.29% | 286,422 | $-3,032,924 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $75,576,437 | 2.05% | 993,773 | $7,772,825 | Up ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $68,794,628 | 1.87% | 120,243 | $-2,136,663 | Up ×5 | ||
| BKNG Booking Holdings Inc. - Common Stock | $61,073,461 | 1.66% | 14,513 | $-23,915,626 | Down ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $53,645,584 | 1.46% | 109,140 | $-6,824,080 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $44,424,558 | 1.21% | 89,609 | $5,887,856 | Down ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $43,077,187 | 1.17% | 463,794 | $10,514,415 | Up ×2 | ||
| IEX IDEX Corporation Common Stock | $38,912,909 | 1.06% | 205,291 | $5,930,129 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $38,292,941 | 1.04% | 133,490 | $-4,883,429 | Down ×3 | ||
| AZO AutoZone, Inc. Common Stock | $38,135,136 | 1.04% | 11,290 | $2,643,088 | Up ×5 | ||
| CEF | $38,060,995 | 1.03% | 797,590 | $892,875 | Down ×1 | ||
| NDAQ Nasdaq, Inc. - Common Stock | $36,338,608 | 0.99% | 428,067 | $-5,450,992 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $33,732,953 | 0.92% | 691,958 | $-1,611,257 | Up ×1 | ||
| SPGI S&P Global Inc. Common Stock | $33,562,303 | 0.91% | 78,907 | $-8,481,630 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $33,391,225 | 0.91% | 39,470 | $-3,288,566 | Down ×5 | ||
| JNJ Johnson & Johnson Common Stock | $33,015,533 | 0.90% | 135,066 | $4,503,204 | Down ×5 | ||
| TTE TotalEnergies SE Ordinary Shares | $32,718,513 | 0.89% | 350,023 | $10,460,604 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $32,273,539 | 0.88% | 64,591 | $-8,582,059 | Down ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $30,595,965 | 0.83% | 191,584 | $58,143 | Down ×1 | ||
| Unknown issuer (CUSIP: 866966104) | $28,953,855 | 0.79% | 444,828 | Up ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $28,799,428 | 0.78% | 62,473 | $-1,556,902 | Up ×5 | ||
| WMT Walmart Inc. - Common Stock | $27,647,826 | 0.75% | 222,464 | $1,217,363 | Down ×5 | ||
| ZTS Zoetis Inc. Class A Common Stock | $27,390,321 | 0.74% | 231,709 | $-10,772,646 | Down ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $25,843,780 | 0.70% | 95,509 | $-29,264,453 | Down ×1 | ||
| AEM Agnico Eagle Mines Limited Common Stock | $25,728,977 | 0.70% | 126,725 | $3,449,231 | Down ×5 | ||
| SW Smurfit WestRock plc Ordinary Shares | $24,044,534 | 0.65% | 603,376 | $-2,677,325 | Down ×5 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $23,231,384 | 0.63% | 395,226 | $5,478,095 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $20,712,966 | 0.56% | 100,111 | $4,903,629 | Down ×5 | ||
| NFLX Netflix, Inc. - Common Stock | $19,961,702 | 0.54% | 207,610 | $2,210,027 | Up ×5 | ||
| NEM Newmont Corporation | $19,350,662 | 0.53% | 178,759 | $682,307 | Down ×5 | ||
| APH Amphenol Corporation Common Stock | $18,953,764 | 0.52% | 150,010 | $4,745,955 | Up ×5 | ||
| DHR Danaher Corporation Common Stock | $18,898,949 | 0.51% | 99,678 | $-8,935,892 | Down ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $18,561,005 | 0.50% | 59,969 | $9,043,601 | Up ×5 | ||
| MCD McDonald's Corporation Common Stock | $18,270,723 | 0.50% | 58,788 | $-1,082,074 | Down ×5 | ||
| INTU Intuit Inc. - Common Stock | $16,362,556 | 0.44% | 37,843 | $-599,371 | Up ×5 | ||
| XOM Exxon Mobil Corporation Common Stock | $16,237,310 | 0.44% | 95,705 | $7,900,516 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $15,984,597 | 0.43% | 110,666 | $-2,365,102 | Down ×3 | ||
| RACE Ferrari N.V. Common Shares | $15,773,470 | 0.43% | 46,583 | $-9,130,955 | Down ×1 | ||
| MKL Markel Group Inc. Common Stock | $14,876,152 | 0.40% | 7,772 | $-1,570,820 | Up ×2 | ||
| BX Blackstone Inc. Common Stock | $14,586,482 | 0.40% | 126,850 | $-9,002,025 | Down ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $12,527,759 | 0.34% | 161,461 | $900,620 | Up ×1 | ||
| FERG Ferguson Enterprises Inc. Common Stock | $11,354,630 | 0.31% | 48,678 | $313,740 | Down ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $11,236,741 | 0.31% | 11,277 | $1,816,539 | Up ×4 | ||
| DIS Walt Disney Company (The) Common Stock | $10,704,734 | 0.29% | 111,068 | $-2,266,070 | Down ×5 | ||
| DE Deere & Company Common Stock | $10,698,194 | 0.29% | 18,992 | $1,697,329 | Down ×2 | ||
| BSX Boston Scientific Corporation Common Stock | $10,590,380 | 0.29% | 168,771 | $-2,938,641 | Up ×4 | ||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $10,486,949 | 0.28% | 147,330 | $-8,974,675 | Down ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $9,929,177 | 0.27% | 148,042 | $-562,228 | Down ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $8,962,495 | 0.24% | 25,058 | $685,376 | Down ×1 | ||
| WPM Wheaton Precious Metals Corp Common Shares (Canada) | $8,611,898 | 0.23% | 65,672 | $604,887 | Down ×1 | ||
| AWK American Water Works Company, Inc. Common Stock | $8,337,418 | 0.23% | 61,264 | $221,884 | Down ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $7,799,728 | 0.21% | 48,651 | $34,409 | Up ×5 | ||
| PLD Prologis, Inc. Common Stock | $7,754,340 | 0.21% | 58,665 | $68,059 | Down ×4 | ||
| CME CME Group Inc. - Class A Common Stock | $7,493,620 | 0.20% | 25,372 | $44,817 | Down ×2 | ||
| GLD | $7,268,889 | 0.20% | 16,893 | $340,201 | Down ×2 | ||
| LLY Eli Lilly and Company Common Stock | $6,648,098 | 0.18% | 7,228 | $1,072,658 | Up ×2 | ||
| ABT Abbott Laboratories Common Stock | $6,286,587 | 0.17% | 61,231 | $-1,664,066 | Down ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $5,974,617 | 0.16% | 103,654 | $485,357 | Up ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $5,798,040 | 0.16% | 47,223 | $-586,921 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $5,592,925 | 0.15% | 36,016 | $-570,111 | Down ×5 | ||
| AMT American Tower Corporation (REIT) Common Stock | $5,474,410 | 0.15% | 31,721 | $-4,108,025 | Down ×5 | ||
| RY Royal Bank Of Canada Common Stock | $5,268,766 | 0.14% | 32,604 | $-333,204 | Down ×5 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $4,936,430 | 0.13% | 24,895 | $-2,288,621 | Down ×5 | ||
| BUR Burford Capital Limited Ordinary Shares | $4,759,861 | 0.13% | 1,051,903 | $-11,657,393 | Down ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $4,569,656 | 0.12% | 91,029 | $888,153 | Up ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $4,527,333 | 0.12% | 13,117 | $560,028 | Down ×3 | ||
| CRM Salesforce, Inc. Common Stock | $4,501,547 | 0.12% | 24,115 | $-2,166,503 | Down ×3 | ||
| ROP Roper Technologies, Inc. - Common Stock | $4,500,038 | 0.12% | 12,717 | $-20,936,026 | Down ×2 | ||
| EOG EOG Resources, Inc. Common Stock | $4,462,008 | 0.12% | 30,864 | Up ×1 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $4,396,931 | 0.12% | 60,414 | $758,533 | Down ×2 | ||
| SLB SLB Limited Common Shares | $4,246,304 | 0.12% | 82,629 | $1,086,018 | Up ×1 | ||
| HON Honeywell International Inc. - Common Stock | $3,897,887 | 0.11% | 17,245 | $-447,353 | Down ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,714,153 | 0.10% | 6,435 | $-238,932 | |||
| BA Boeing Company (The) Common Stock | $3,253,543 | 0.09% | 16,347 | $1,366,770 | Up ×2 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $3,235,632 | 0.09% | 10,094 | $-74,658 | Down ×1 | ||
| TD Toronto Dominion Bank (The) Common Stock | $3,175,564 | 0.09% | 34,014 | $-35,497 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2,960,654 | 0.08% | 4,179 | $484,710 | Down ×2 | ||
| MLM Martin Marietta Materials, Inc. Common Stock | $2,792,698 | 0.08% | 4,744 | $-465,682 | Down ×3 | ||
| C Citigroup, Inc. Common Stock | $2,700,632 | 0.07% | 23,813 | $-427,127 | Down ×1 | ||
| MICC The Magnum Ice Cream Company N.V. Ordinary Shares | $2,682,213 | 0.07% | 182,664 | $-3,641,511 | Down ×1 | ||
| MSCI MSCI Inc. Common Stock | $2,674,029 | 0.07% | 4,961 | $-286,418 | Down ×5 | ||
| MRSH Marsh Common Stock | $2,595,853 | 0.07% | 14,966 | $-649,819 | Down ×2 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $2,581,690 | 0.07% | 9,291 | $-2,173,590 | Down ×4 | ||
| CL Colgate-Palmolive Company Common Stock | $2,513,774 | 0.07% | 29,494 | $72,135 | Down ×5 | ||
| SPY SPY | $2,314,560 | 0.06% | 3,559 | $-112,393 | |||
| TSLA Tesla, Inc. - Common Stock | $2,258,381 | 0.06% | 6,075 | $-484,012 | Down ×3 | ||
| IBM International Business Machines Corporation Common Stock | $2,135,214 | 0.06% | 8,809 | $-499,278 | Down ×5 | ||
| URTH | $2,076,351 | 0.06% | 11,534 | $204,904 | Up ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| MSFT | $260,469,380 | 7.08% | up ×5 |
| AMZN | $258,733,613 | 7.03% | up ×5 |
| BRKB | $134,871,319 | 3.66% | up ×3 |
| CB | $86,632,846 | 2.35% | up ×5 |
| KO | $75,576,437 | 2.05% | up ×5 |
| META | $68,794,628 | 1.87% | up ×5 |
| AZO | $38,135,136 | 1.04% | up ×5 |
| ISRG | $28,799,428 | 0.78% | up ×5 |
| NFLX | $19,961,702 | 0.54% | up ×5 |
| APH | $18,953,764 | 0.52% | up ×5 |
| AVGO | $18,561,005 | 0.50% | up ×5 |
| INTU | $16,362,556 | 0.44% | up ×5 |
| COST | $11,236,741 | 0.31% | up ×4 |
| BSX | $10,590,380 | 0.29% | up ×4 |
| PANW | $7,799,728 | 0.21% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AZN | $325,484,543 | 1,675,125 | 8.84% |
| Unknown issuer (CUSIP: 866966104) | $28,953,855 | 444,828 | 0.79% |
| EOG | $4,462,008 | 30,864 | 0.12% |
| MSI | $1,523,235 | 3,510 | 0.04% |
| INDV | $415,260 | 13,624 | 0.01% |
| EVLV | $114,920 | 18,995 | 0.00% |
| DCH | $41,178 | 6,944 | 0.00% |
| PSLV | $24,390 | 1,000 | 0.00% |
| BZH | $17,316 | 900 | 0.00% |
| NET | $15,476 | 75 | 0.00% |
| VSNT | $7,922 | 214 | 0.00% |
| PLTR | $7,021 | 48 | 0.00% |
| TT | $6,251 | 15 | 0.00% |
| CMCL | $1,785 | 79 | 0.00% |
| ROKU | $378 | 4 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MSFT | Bought more | +31K | -$64.8M |
| GOOGL | Trimmed | -28K | -$31.7M |
| UNH | Trimmed | -71K | -$29.3M |
| BKNG | Trimmed | -1K | -$23.9M |
| CRH | Trimmed | -27K | -$23.3M |
| AMZN | Bought more | +23K | -$22.7M |
| V | Trimmed | -10K | -$20.6M |
| BUR | Trimmed | -777K | -$11.7M |
| TSM | Trimmed | -12K | +$11.3M |
| ZTS | Trimmed | -72K | -$10.8M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| LOW | March 31, 2026 | 8,095 | $1,952,190 | -7.9% |
| ULXXXX | Dec. 31, 2025 | 17,340 | $1,027,915 | No longer tracked |
| SKYY | Sept. 30, 2025 | 3,860 | $469,530 | |
| WDC | Sept. 30, 2025 | 4,435 | $283,796 | 291.9% |
| O | March 31, 2025 | 5,000 | $267,050 | 8.9% |
| AGCO | March 31, 2025 | 2,210 | $206,591 | 12.6% |
| ZS | June 30, 2025 | 875 | $173,617 | -44.9% |
| ASML | Sept. 30, 2025 | 182 | $145,853 | 81.2% |
| NRDS | June 30, 2025 | 12,450 | $112,673 | -9.5% |
| GM | March 31, 2026 | 1,253 | $101,894 | 17.7% |
| VGIT | March 31, 2026 | 1,600 | $95,888 | |
| IWP | June 30, 2025 | 666 | $78,248 | No longer tracked |
| DFS | June 30, 2025 | 400 | $68,280 | No longer tracked |
| VO | Sept. 30, 2025 | 206 | $57,645 | No longer tracked |
| FXI | Dec. 31, 2025 | 1,375 | $56,567 | No longer tracked |
| STX | Sept. 30, 2025 | 385 | $55,567 | 263.9% |
| K | Dec. 31, 2025 | 570 | $46,751 | No longer tracked |
| AEP | Sept. 30, 2025 | 450 | $46,692 | 9.7% |
| SSNC | March 31, 2026 | 500 | $43,710 | 21.7% |
| BIP | Dec. 31, 2025 | 1,275 | $41,935 | 13.0% |
| FIW | Dec. 31, 2025 | 400 | $37,456 | No longer tracked |
| FTCS | Sept. 30, 2025 | 400 | $36,356 | |
| AOS | March 31, 2026 | 490 | $32,771 | -4.9% |
| GNRC | Dec. 31, 2025 | 165 | $27,621 | 54.7% |
| ARES | March 31, 2026 | 158 | $25,538 | 30.7% |
| MNST | June 30, 2025 | 430 | $25,164 | -24.0% |
| PODD | June 30, 2025 | 95 | $24,948 | -53.5% |
| AVAV | June 30, 2025 | 200 | $23,838 | -43.5% |
| AGI | March 31, 2025 | 1,250 | $23,046 | 41.2% |
| FPE | Sept. 30, 2025 | 1,250 | $22,250 | No longer tracked |
| URA | Sept. 30, 2025 | 525 | $20,375 | No longer tracked |
| URI | March 31, 2026 | 25 | $20,233 | 51.9% |
| GREK | June 30, 2025 | 429 | $20,150 | No longer tracked |
| REMX | March 31, 2025 | 500 | $19,505 | No longer tracked |
| STZ | June 30, 2025 | 100 | $18,352 | -17.4% |
| EBAY | June 30, 2025 | 240 | $16,255 | 39.7% |
| DBX | March 31, 2026 | 500 | $13,900 | 48.1% |
| SE | Sept. 30, 2025 | 85 | $13,595 | -34.7% |
| PAAS | March 31, 2025 | 671 | $13,565 | 103.7% |
| KGC | March 31, 2025 | 1,450 | $13,457 | 158.1% |
| IRM | March 31, 2025 | 125 | $13,139 | 45.0% |
| LULU | Sept. 30, 2025 | 55 | $13,067 | -33.8% |
| FNV | March 31, 2025 | 100 | $11,743 | 67.3% |
| RCI | March 31, 2026 | 300 | $11,325 | -5.1% |
| ALV | March 31, 2025 | 120 | $11,255 | 40.9% |
| AES | June 30, 2025 | 880 | $10,930 | 40.4% |
| LFUS | March 31, 2026 | 40 | $10,117 | 22.6% |
| GXO | Dec. 31, 2025 | 186 | $9,838 | -12.9% |
| CRDL | June 30, 2025 | 10,000 | $9,522 | 39.7% |
| ABNB | March 31, 2026 | 70 | $9,500 | 46.4% |
| SAND | March 31, 2025 | 1,500 | $8,384 | No longer tracked |
| ARQT | March 31, 2026 | 270 | $7,841 | 6.6% |
| GNRC | March 31, 2025 | 50 | $7,753 | 66.5% |
| SBAC | June 30, 2025 | 33 | $7,260 | -22.2% |
| CRON | June 30, 2025 | 4,000 | $7,200 | 70.2% |
| BEPC | Dec. 31, 2025 | 187 | $6,437 | -12.3% |
| SNDK | June 30, 2025 | 133 | $6,332 | 3439.1% |
| BRO | Sept. 30, 2025 | 57 | $6,320 | -23.2% |
| DPZ | March 31, 2025 | 15 | $6,296 | -27.0% |
| TMUS | Dec. 31, 2025 | 25 | $5,985 | -9.9% |
| HASI | June 30, 2025 | 200 | $5,848 | 52.0% |
| SSRM | March 31, 2025 | 750 | $5,220 | 275.3% |
| MAG | March 31, 2025 | 300 | $4,073 | No longer tracked |
| IAG | Dec. 31, 2025 | 285 | $3,681 | 28.8% |
| MAT | Dec. 31, 2025 | 200 | $3,366 | -25.6% |
| KLG | Sept. 30, 2025 | 142 | $2,263 | No longer tracked |
| JAZZ | June 30, 2025 | 15 | $1,862 | 135.9% |
| QS | June 30, 2025 | 400 | $1,664 | -10.8% |
| UI | March 31, 2026 | 3 | $1,660 | -32.0% |
| SWKS | March 31, 2026 | 26 | $1,649 | 26.8% |
| EDIT | June 30, 2025 | 1,200 | $1,392 | 42.5% |
| BEEM | June 30, 2025 | 600 | $1,224 | 2.7% |
| GEN | March 31, 2026 | 30 | $816 | 49.1% |
| LAAC | March 31, 2025 | 300 | $786 | No longer tracked |
| BLNK | June 30, 2025 | 500 | $459 | -37.3% |
| BTE | June 30, 2025 | 194 | $430 | 170.1% |
| SNREY | Sept. 30, 2025 | 5 | $283 | No longer tracked |
| FSLR | June 30, 2025 | 1 | $126 | 29.8% |
| ZIMV | March 31, 2025 | 8 | $112 | No longer tracked |
| OGN | Sept. 30, 2025 | 11 | $106 | 28.6% |
| BYND | March 31, 2026 | 85 | $70 | 2009.2% |