Evelyn Partners Asset Management Ltd
Sector Allocation
- Other26.7%$108.4M
- Technology22.9%$93.1M
- Financials19.6%$79.6M
- Healthcare9.3%$37.6M
- Consumer Discretionary8.4%$34.3M
- Industrials6.9%$28.0M
- Consumer Staples2.7%$11.0M
- Communication Services1.8%$7.4M
- Materials1.1%$4.6M
- Energy0.3%$1.0M
AUM History
13fpro.ai/research/fund/evelyn-partners-asset-management-ltd-2065207
Conviction and streaks
Stable · top 10 = 36.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q1 2026
GLD
$26.5MDOV
$21.6M- VANECK$17.0M
MSFT
$14.9MGOOGL
$13.0M- VANGUARD$11.8M
AMZN
$11.6MV
$11.0M- VANGUARD$11.0M
AAPL
$10.1MSYK
$9.7MBKNG
$9.4M- AMERICAN$9.2M
- LITMAN$9.0M
YMM
$8.8MSGOL
$8.1MTSM
$8.0MMA
$7.8MADP
$7.4M- VANGUARD$7.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evelyn-partners-asset-management-ltd-2065207
Evelyn Partners Asset Management Ltd 13F holdings — Q1 2026
$405.8M portfolio (-4.8% QoQ) · 308 holdings · Q1 2026 13F · top 10 are 37% of the stock portfolio
$26.5M
6.5% of stocks
-11%This quarter-11.9%Since filed3 qtrsHeld$21.6M
5.3% of stocks
-4%This quarter-3.9%Since filed3 qtrsHeldAIQuality59.5#924Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 3
VANECK ETF TRUST
$17.0M
4.2% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $14.9M
3.7% of stocks
+7%This quarter+26.2%Since filed4+ qtrsHeld$13.0M
3.2% of stocks
-3%This quarter-20.1%Since filed4+ qtrsHeld- 6
VANGUARD INTL EQUITY INDEX F
$11.8M
2.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $11.6M
2.9% of stocks
+0.3%This quarter-5.7%Since filed4+ qtrsHeld$11.0M
2.7% of stocks
+2%This quarter+24.1%Since filed4+ qtrsHeld- 9
VANGUARD WORLD FD
$11.0M
2.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $10.1M
2.5% of stocks
-0.1%This quarter+14.6%Since filed4+ qtrsHeld
All holdings — Evelyn Partners Asset Management Ltd (Q1 2026)
308 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | STRYKER CORP | Healthcare | $9.7M | 2.4% | 29K | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Booking Holdings Inc. | Consumer Discretionary | $9.4M | 2.3% | 2,227 | +5% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | AMERICAN CENTY ETF TRetf/fund | — | $9.2M | 2.3% | 114K | +13% | — | — | 13F |
| 14 | — | LITMAN GREGORY FDS TR | — | $9.0M | 2.2% | 297K | -2% | — | — | 13F |
| 15 | Full Truck Alliance Co. Ltd. | Technology | $8.8M | 2.2% | 182K | +4% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | abrdn Gold ETF Trust | Financials | $8.1M | 2.0% | 182K | -10% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $8.0M | 2.0% | 24K | +28% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Mastercard Inc | Financials | $7.8M | 1.9% | 16K | +1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AUTOMATIC DATA PROCESSING INC | Technology | $7.4M | 1.8% | 36K | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDSetf/fund | — | $7.4M | 1.8% | 26K | +20% | — | — | 13F |
| 21 | WATERS CORP /DE/ | Healthcare | $7.3M | 1.8% | 25K | +1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Walt Disney Co | Communication Services | $7.1M | 1.8% | 74K | -16% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CME GROUP INC. | Financials | $6.9M | 1.7% | 23K | -3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ISHARES GOLD TRUSTetf/fund | Financials | $6.7M | 1.6% | 76K | -7% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INTUIT INC. | Technology | $6.6M | 1.6% | 15K | +24% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INDEX FDS | — | $6.6M | 1.6% | 11K | -0.1% | |||
| 27 | $AZO | AUTOZONE INC | Consumer Discretionary | $6.3M | 1.6% | 1,868 | -3% | |||
| 28 | $ZTS | Zoetis Inc. | Healthcare | $6.0M | 1.5% | 51K | +2% | |||
| 29 | $RELX | RELX PLC | Industrials | $5.2M | 1.3% | 158K | +54% | |||
| 30 | — | ISHARES INC | — | $5.2M | 1.3% | 29K | +0.2% | |||
| 31 | $UL | UNILEVER PLC | Consumer Staples | $5.1M | 1.3% | 90K | +1% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $5.1M | 1.3% | 11K | +17% | |||
| 33 | $ACN | Accenture plc | Technology | $4.9M | 1.2% | 25K | +1% | |||
| 34 | — | INVESCO EXCH TRADED FD TR II | — | $4.9M | 1.2% | 106K | New | |||
| 35 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.3M | 1.1% | 18K | +3% | |||
| 36 | $AZN | ASTRAZENECA PLC | Healthcare | $3.9M | 1.0% | 20K | -11% | |||
| 37 | $NVDA | NVIDIA CORP | Technology | $3.8M | 0.9% | 22K | +2% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $3.3M | 0.8% | 5,783 | +3% | |||
| 39 | $ANET | Arista Networks, Inc. | Technology | $3.2M | 0.8% | 26K | +2% | |||
| 40 | — | ISHARES TR | — | $3.0M | 0.7% | 8,094 | +0.1% | |||
| 41 | $CB | Chubb Ltd | Financials | $2.8M | 0.7% | 8,628 | +3% | |||
| 42 | $ASML | ASML HOLDING NV | Technology | $2.8M | 0.7% | 2,105 | -4% | |||
| 43 | $RACE | Ferrari N.V. | Consumer Discretionary | $2.5M | 0.6% | 7,468 | New | |||
| 44 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.5M | 0.6% | 3,824 | +12% | |||
| 45 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.3M | 0.6% | 4,942 | +4% | |||
| 46 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.3M | 0.6% | 7,248 | +2% | |||
| 47 | — | ISHARES TR | — | $2.1M | 0.5% | 15K | +0.3% | |||
| 48 | $DEO | DIAGEO PLC | Consumer Staples | $2.0M | 0.5% | 27K | +3% | |||
| 49 | — | ISHARES TR | — | $1.9M | 0.5% | 2,892 | +6% | |||
| 50 | — | ISHARES TR | — | $1.8M | 0.5% | 7,359 | +0.1% | |||
| 51 | $RIO | RIO TINTO PLC | Materials | $1.7M | 0.4% | 18K | +6% | |||
| 52 | $GHC | Graham Holdings Co | Consumer Discretionary | $1.7M | 0.4% | 1,563 | — | |||
| 53 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.6M | 0.4% | 29K | +10% | |||
| 54 | $SIVR | abrdn Silver ETF Trust | Financials | $1.6M | 0.4% | 23K | New | |||
| 55 | $MU | MICRON TECHNOLOGY INC | Technology | $1.4M | 0.3% | 4,123 | -1% | |||
| 56 | $NVO | NOVO NORDISK A S | Healthcare | $1.3M | 0.3% | 36K | -69% | |||
| 57 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.3% | 1,441 | +15% | |||
| 58 | — | ISHARES TR | — | $1.3M | 0.3% | 16K | +0.2% | |||
| 59 | $PPG | PPG INDUSTRIES INC | Materials | $1.1M | 0.3% | 11K | -69% | |||
| 60 | $MSI | Motorola Solutions, Inc. | Technology | $1.1M | 0.3% | 2,425 | New | |||
| 61 | — | ISHARES TR | — | $1.1M | 0.3% | 11K | +0.1% | |||
| 62 | $GOOG | Alphabet Inc. | Technology | $931K | 0.2% | 3,247 | — | |||
| 63 | — | ISHARES TR | — | $912K | 0.2% | 8,815 | — | |||
| 64 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $863K | 0.2% | 18K | — | |||
| 65 | — | VANGUARD INDEX FDS | — | $818K | 0.2% | 2,549 | -0.4% | |||
| 66 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $809K | 0.2% | 4,766 | +2% | |||
| 67 | $CSCO | CISCO SYSTEMS, INC. | Technology | $783K | 0.2% | 10K | — | |||
| 68 | — | SPDR SERIES TRUST | — | $759K | 0.2% | 5,204 | — | |||
| 69 | — | VANGUARD BD INDEX FDS | — | $701K | 0.2% | 9,525 | +0.3% | |||
| 70 | $FNV | FRANCO NEVADA Corp | Materials | $668K | 0.2% | 2,700 | — | |||
| 71 | $CTVA | Corteva, Inc. | Consumer Staples | $642K | 0.2% | 7,672 | — | |||
| 72 | — | ISHARES TR | — | $640K | 0.2% | 1,502 | +121% | |||
| 73 | $KO | COCA COLA CO | Consumer Staples | $606K | 0.1% | 7,967 | +8% | |||
| 74 | — | ISHARES TR | — | $557K | 0.1% | 2,607 | +249% | |||
| 75 | $WPM | Wheaton Precious Metals Corp. | Materials | $551K | 0.1% | 4,200 | — | |||
| 76 | $SNY | Sanofi | Healthcare | $502K | 0.1% | 10K | +11% | |||
| 77 | — | SPDR SERIES TRUST | — | $482K | 0.1% | 10K | +94% | |||
| 78 | $PLTR | Palantir Technologies Inc. | Technology | $451K | 0.1% | 3,084 | New | |||
| 79 | — | ISHARES TR | — | $448K | 0.1% | 3,304 | — | |||
| 80 | — | ISHARES TR | — | $428K | 0.1% | 3,882 | — | |||
| 81 | $NEE | NEXTERA ENERGY INC | Utilities | $404K | 0.1% | 4,352 | — | |||
| 82 | $MATX | Matson, Inc. | Industrials | $377K | 0.1% | 2,300 | — | |||
| 83 | — | VANGUARD INTL EQUITY INDEX F | — | $372K | 0.1% | 6,883 | — | |||
| 84 | $ABBV | AbbVie Inc. | Healthcare | $350K | 0.1% | 1,611 | -1% | |||
| 85 | — | ISHARES INC | — | $343K | 0.1% | 4,059 | +8% | |||
| 86 | $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | Financials | $338K | 0.1% | 154 | — | |||
| 87 | — | FIRST TR EXCHANGE-TRADED FD | — | $321K | 0.1% | 2,933 | — | |||
| 88 | — | VANGUARD SPECIALIZED FUNDS | — | $320K | 0.1% | 1,490 | +51% | |||
| 89 | — | FIRST TR EXCHANGE-TRADED FD | — | $311K | 0.1% | 1,330 | — | |||
| 90 | $RTX | RTX Corp | Industrials | $300K | 0.1% | 1,553 | — | |||
| 91 | — | VANGUARD ADMIRAL FDS INC | — | $294K | 0.1% | 720 | — | |||
| 92 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $276K | 0.1% | 1,909 | -89% | |||
| 93 | — | VANGUARD INDEX FDS | — | $274K | 0.1% | 1,047 | -95% | |||
| 94 | — | ISHARES TR | — | $263K | 0.1% | 1,448 | — | |||
| 95 | — | SCHWAB STRATEGIC TR | — | $249K | 0.1% | 8,566 | -3% | |||
| 96 | $TCOM | Trip.com Group Ltd | Consumer Discretionary | $245K | 0.1% | 4,912 | — | |||
| 97 | — | VANGUARD SCOTTSDALE FDS | — | $244K | 0.1% | 2,226 | — | |||
| 98 | $JPM | JPMORGAN CHASE & CO | Financials | $237K | 0.1% | 805 | — | |||
| 99 | — | ISHARES INC | — | $236K | 0.1% | 4,441 | -11% | |||
| 100 | — | FIRST TR EXCHANGE-TRADED FD | — | $236K | 0.1% | 3,758 | — | |||
| 101 | $NFLX | NETFLIX INC | Communication Services | $231K | 0.1% | 2,400 | — | |||
| 102 | — | ISHARES TR | — | $222K | 0.1% | 2,090 | +524% | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $211K | 0.1% | 212 | — | |||
| 104 | — | FIRST TR EXCHANGE-TRADED FD | — | $207K | 0.1% | 4,460 | +6% | |||
| 105 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $207K | 0.1% | 1,046 | — | |||
| 106 | $PEP | PEPSICO INC | Consumer Staples | $206K | 0.1% | 1,326 | -90% | |||
| 107 | — | ISHARES TR | — | $206K | 0.1% | 2,271 | +184% | |||
| 108 | — | VANGUARD TAX-MANAGED FDS | — | $204K | 0.1% | 3,182 | — | |||
| 109 | — | ISHARES TR | — | $191K | 0.1% | 1,610 | — | |||
| 110 | $DOW | DOW INC. | Materials | $189K | 0.1% | 4,543 | — | |||
| 111 | $SPGI | S&P Global Inc. | Financials | $180K | 0.0% | 423 | — | |||
| 112 | — | VANECK ETF TRUST | — | $177K | 0.0% | 941 | — | |||
| 113 | $BX | Blackstone Inc. | Financials | $173K | 0.0% | 1,503 | — | |||
| 114 | — | ISHARES TR | — | $167K | 0.0% | 2,479 | +158% | |||
| 115 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $164K | 0.0% | 1,250 | — | |||
| 116 | $PYPL | PayPal Holdings, Inc. | Financials | $161K | 0.0% | 3,564 | -95% | |||
| 117 | — | SPDR SERIES TRUST | — | $150K | 0.0% | 6,066 | +17% | |||
| 118 | $APH | AMPHENOL CORP /DE/ | Technology | $148K | 0.0% | 1,169 | — | |||
| 119 | — | SELECT SECTOR SPDR TR | — | $148K | 0.0% | 1,110 | — | |||
| 120 | $Q | Qnity Electronics, Inc. | Technology | $145K | 0.0% | 1,260 | — | |||
| 121 | $TFPM | Triple Flag Precious Metals Corp. | Financials | $139K | 0.0% | 4,000 | +33% | |||
| 122 | $GS | GOLDMAN SACHS GROUP INC | Financials | $135K | 0.0% | 160 | -94% | |||
| 123 | $ICE | Intercontinental Exchange, Inc. | Financials | $132K | 0.0% | 839 | +49% | |||
| 124 | $ROP | ROPER TECHNOLOGIES INC | Technology | $129K | 0.0% | 365 | — | |||
| 125 | $SHOP | SHOPIFY INC. | Technology | $129K | 0.0% | 1,087 | — | |||
| 126 | $NOW | ServiceNow, Inc. | Technology | $128K | 0.0% | 1,220 | — | |||
| 127 | $WMT | Walmart Inc. | Consumer Staples | $126K | 0.0% | 1,014 | — | |||
| 128 | — | VANGUARD INTL EQUITY INDEX F | — | $117K | 0.0% | 1,418 | -79% | |||
| 129 | $DD | DuPont de Nemours, Inc. | Materials | $115K | 0.0% | 2,521 | — | |||
| 130 | $NKE | NIKE, Inc. | Consumer Discretionary | $112K | 0.0% | 2,112 | — | |||
| 131 | — | VANECK ETF TRUST | — | $108K | 0.0% | 1,274 | — | |||
| 132 | $MS | MORGAN STANLEY | Financials | $107K | 0.0% | 653 | — | |||
| 133 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $106K | 0.0% | 1,246 | -95% | |||
| 134 | — | ISHARES TR | — | $106K | 0.0% | 425 | +27% | |||
| 135 | $EA | ELECTRONIC ARTS INC. | Technology | $104K | 0.0% | 510 | — | |||
| 136 | — | VANGUARD WORLD FD | — | $102K | 0.0% | 1,419 | +71% | |||
| 137 | $HCA | HCA Healthcare, Inc. | Healthcare | $98K | 0.0% | 207 | +1280% | |||
| 138 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $96K | 0.0% | 485 | — | |||
| 139 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $92K | 0.0% | 187 | -93% | |||
| 140 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $92K | 0.0% | 84 | — | |||
| 141 | $OTIS | Otis Worldwide Corp | Industrials | $89K | 0.0% | 1,159 | +93% | |||
| 142 | $ADBE | ADOBE INC. | Technology | $88K | 0.0% | 362 | -29% | |||
| 143 | — | VANGUARD SCOTTSDALE FDS | — | $85K | 0.0% | 1,444 | — | |||
| 144 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $85K | 0.0% | 257 | — | |||
| 145 | $AXP | AMERICAN EXPRESS CO | Financials | $83K | 0.0% | 275 | +624% | |||
| 146 | — | SCHWAB STRATEGIC TR | — | $81K | 0.0% | 2,667 | — | |||
| 147 | $MTZ | MASTEC INC | Energy | $80K | 0.0% | 250 | — | |||
| 148 | $CRH | CRH PUBLIC LTD CO | Materials | $79K | 0.0% | 750 | — | |||
| 149 | — | VANGUARD SCOTTSDALE FDS | — | $78K | 0.0% | 1,315 | — | |||
| 150 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $75K | 0.0% | 191 | — |
What changed in Q1 2026
Against the previous quarter's 13F: 13 new, 66 added to, 37 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- INVESCO EXCH TRADED FD TR II$4.9M
first bought this quarter
$RACEFerrari N.V.$2.5M
first bought this quarter
$SIVRabrdn Silver ETF Trust$1.6M
first bought this quarter
$MSIMotorola Solutions, Inc.$1.1M
first bought this quarter
$PLTRPalantir Technologies Inc.$451K
first bought this quarter
$GDGENERAL DYNAMICS CORP$53K
first bought this quarter
+7 more in the Excel export
Added to (66)
$RELXRELX PLC+54%
now $5.2M · held 4+ qtrs, 2 adds in a row
now $8.0M · held 4+ qtrs
$INTUINTUIT INC.+24%
now $6.6M · held 4+ qtrs
- VANGUARD INDEX FDS+20%
now $7.4M
- AMERICAN CENTY ETF TR+13%
now $9.2M
now $14.9M · held 4+ qtrs
+60 more in the Excel export
Trimmed (37)
now $26.5M · held 3 qtrs, 2 trims in a row
$PYPLPayPal Holdings, Inc.-95%
now $161K · held 4+ qtrs, 3 trims in a row
$NVONOVO NORDISK A S-69%
now $1.3M · held 4+ qtrs, 2 trims in a row
$PPGPPG INDUSTRIES INC-69%
now $1.1M · held 3 qtrs, 2 trims in a row
$PGPROCTER & GAMBLE Co-89%
now $276K · held 4+ qtrs, 3 trims in a row
$GSGOLDMAN SACHS GROUP INC-94%
now $135K · held 4+ qtrs
+31 more in the Excel export
Holdings by quarter
Every 13F Evelyn Partners Asset Management Ltd has filed, 5 earlier quarters. Pick one to see what it held then.
Is it too late to follow Evelyn Partners Asset Management Ltd?
Q1 2026 13F filed with the SEC on May 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Evelyn Partners Asset Management Ltd's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
69%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Evelyn Partners Asset Management Ltd disclosed 308 positions worth $405.8M in its Form 13F-HR for Q1 2026, led by $GLD (SPDR GOLD TRUST) at 6.5% of the equity portfolio, followed by $DOV. During the quarter the fund opened 13 new positions and exited 2 and a full exit from $QCOM. The portfolio is most concentrated in Other (26.7% of disclosed assets). All figures are sourced directly from Evelyn Partners Asset Management Ltd’s Form 13F-HR filing with the SEC under CIK 2065207.
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AI-Powered Hedge Fund Analysis: Evelyn Partners Asset Management Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Evelyn Partners Asset Management Ltd (SEC CIK: 2065207), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Evelyn Partners Asset Management Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.