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Evelyn Partners Investment Management LLP — 13F Holdings & Portfolio

CIK 2065206 · latest 13F-HR filed 2026-05-15

Backtest portfolio

Evelyn Partners Investment Management LLP manages $3.68B in 13F-reported U.S. long-equity assets across 410 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AZN (8.84%), MSFT (7.08%), AMZN (7.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions and exited 18; 119 existing positions rose in reported value and 182 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$3.68B

Long-equity book

Holdings
410

Distinct positions

Period
2026-03-31

Filed 2026-05-15

Q/Q Activity
+15 / −18 / ↑119 / ↓182

vs 2025-12-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q1 26
AZN8.8% · +22316%MSFT7.1% · +5%AMZN7.0% · +2%GOOGL7.0% · -3%NVDA4.1% · +3%TSM4.0% · -3%BRK.B3.7% · +1%V2.9% · -3%CRH2.9% · -3%AAPL2.8% · +5%SYK2.4% · -1%CB2.4% · +0%JPM2.3% · +6%KO2.1% · +2%META1.9% · +12%BKNG1.7% · -9%TMO1.5% · +5%LIN1.2% · -1%NEE1.2% · +14%IEX1.1% · +11%GOOG1.0% · -3%AZO1.0% · +8%CEF1.0% · -2%NDAQ1.0% · -0%BAC0.9% · +8%SPGI0.9% · -2%GS0.9% · -5%JNJ0.9% · -2%TTE0.9% · +3%MA0.9% · -10%TJX0.8% · -4%SUNB0.8% · newISRG0.8% · +17%WMT0.8% · -6%ZTS0.7% · -24%UNH0.7% · -43%AEM0.7% · -4%SW0.7% · -13%FCX0.6% · +13%CVX0.6% · -4%NFLX0.5% · +10%NEM0.5% · -4%APH0.5% · +43%DHR0.5% · -18%AVGO0.5% · +118%MCD0.5% · -7%INTU0.4% · +48%XOM0.4% · +38%PG0.4% · -14%RACE0.4% · -30%MKL0.4% · +2%BX0.4% · -17%CSCO0.3% · +7%FERG0.3% · -2%COST0.3% · +3%DIS0.3% · -3%DE0.3% · -2%BSX0.3% · +19%GEHC0.3% · -38%IBKR0.3% · -9%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q4 25 → Q1 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 50.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 119 →

Top Trims

Show all 182 →

New Positions

Show all 15 →

Exited Positions

Show all 18 →

Evelyn Partners Investment Management LLP Holdings (2026-03-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ASTRAZENECA PLC AZN G0593M107 $325.5M 8.84% 1,675,125 SH
2 MICROSOFT CORP MSFT 594918104 $260.5M 7.08% 703,648 SH
3 AMAZON COM INC AMZN 023135106 $258.7M 7.03% 1,242,299 SH
4 ALPHABET INC GOOGL 02079K305 $258.0M 7.01% 897,350 SH
5 NVIDIA CORPORATION NVDA 67066G104 $151.1M 4.11% 866,383 SH
6 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $148.1M 4.02% 438,201 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $134.9M 3.66% 281,451 SH
8 VISA INC V 92826C839 $106.4M 2.89% 351,875 SH
9 CRH PLC CRH G25508105 $106.0M 2.88% 1,008,537 SH
10 APPLE INC AAPL 037833100 $104.2M 2.83% 410,438 SH
11 STRYKER CORPORATION SYK 863667101 $87.2M 2.37% 265,451 SH
12 CHUBB LTD SWITZ CB H1467J104 $86.6M 2.35% 265,802 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $84.3M 2.29% 286,422 SH
14 COCA COLA CO KO 191216100 $75.6M 2.05% 993,773 SH
15 META PLATFORMS INC META 30303M102 $68.8M 1.87% 120,243 SH
16 BOOKING HOLDINGS INC BKNG 09857L108 $61.1M 1.66% 14,513 SH
17 THERMO FISHER SCIENTIFIC INC TMO 883556102 $53.6M 1.46% 109,140 SH
18 LINDE PLC LIN G54950103 $44.4M 1.21% 89,609 SH
19 NEXTERA ENERGY INC NEE 65339F101 $43.1M 1.17% 463,794 SH
20 IDEX CORP IEX 45167R104 $38.9M 1.06% 205,291 SH
21 ALPHABET INC GOOG 02079K107 $38.3M 1.04% 133,490 SH
22 AUTOZONE INC AZO 053332102 $38.1M 1.04% 11,290 SH
23 SPROTT ASSET MANAGEMENT LP CEF 85208R101 $38.1M 1.03% 797,590 SH
24 NASDAQ INC NDAQ 631103108 $36.3M 0.99% 428,067 SH
25 BANK AMERICA CORP BAC 060505104 $33.7M 0.92% 691,958 SH
26 S&P GLOBAL INC SPGI 78409V104 $33.6M 0.91% 78,907 SH
27 GOLDMAN SACHS GROUP INC GS 38141G104 $33.4M 0.91% 39,470 SH
28 JOHNSON & JOHNSON JNJ 478160104 $33.0M 0.90% 135,066 SH
29 TOTALENERGIES SE TTE F92124100 $32.7M 0.89% 350,023 SH
30 MASTERCARD INCORPORATED MA 57636Q104 $32.3M 0.88% 64,591 SH
31 TJX COS INC NEW TJX 872540109 $30.6M 0.83% 191,584 SH
32 SUNBELT RENTALS HOLDINGS INC SUNB 866966104 $29.0M 0.79% 444,828 SH
33 INTUITIVE SURGICAL INC ISRG 46120E602 $28.8M 0.78% 62,473 SH
34 WALMART INC WMT 931142103 $27.6M 0.75% 222,464 SH
35 ZOETIS INC ZTS 98978V103 $27.4M 0.74% 231,709 SH
36 UNITEDHEALTH GROUP INC UNH 91324P102 $25.8M 0.70% 95,509 SH
37 AGNICO EAGLE MINES LTD AEM 008474108 $25.7M 0.70% 126,725 SH
38 SMURFIT WESTROCK PLC SW G8267P108 $24.0M 0.65% 603,376 SH
39 FREEPORT MCMORAN INC FCX 35671D857 $23.2M 0.63% 395,226 SH
40 CHEVRON CORPORATION CVX 166764100 $20.7M 0.56% 100,111 SH
41 NETFLIX INC. NFLX 64110L106 $20.0M 0.54% 207,610 SH
42 NEWMONT CORP NEM 651639106 $19.4M 0.53% 178,759 SH
43 AMPHENOL CORP APH 032095101 $19.0M 0.52% 150,010 SH
44 DANAHER CORP DEL DHR 235851102 $18.9M 0.51% 99,678 SH
45 BROADCOM INC AVGO 11135F101 $18.6M 0.50% 59,969 SH
46 MCDONALDS CORP MCD 580135101 $18.3M 0.50% 58,788 SH
47 INTUIT INTU 461202103 $16.4M 0.44% 37,843 SH
48 EXXON MOBIL CORP XOM 30231G102 $16.2M 0.44% 95,705 SH
49 PROCTER & GAMBLE CO PG 742718109 $16.0M 0.43% 110,666 SH
50 FERRARI N V RACE N3167Y103 $15.8M 0.43% 46,583 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $3.68B 410 0001420506-26-001051
2025-12-31 2026-02-13 $3.62B 413 0001420506-26-000370
2024-12-31 2025-12-11 $3.08B 416 0001420506-25-003538