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Evelyn Partners Investment Management LLP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2065206
Institutional-grade research for retail investors

Sector Allocation

  • Technology31.2%$1.1B
  • Financials19.3%$711.1M
  • Healthcare17.5%$643.5M
  • Consumer Discretionary12.0%$440.2M
  • Materials7.1%$262.8M
  • Consumer Staples4.1%$151.8M
  • Industrials3.1%$115.2M
  • Energy2.3%$86.0M
  • Utilities1.4%$53.1M
  • Communication Services1.0%$38.3M

AUM History

13fpro.ai/research/fund/evelyn-partners-investment-management-llp-2065206

Conviction and streaks

Stable · top 10 = 50.4%

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.

MSFT$MSFTConviction hold7.1% weight · held 4 quartersAMZN$AMZNConviction hold7.0% weight · held 4 quartersGOOG$GOOGConviction hold7.0% weight · held 4 quartersNVDA$NVDAConviction hold4.1% weight · held 4 quartersTSM$TSMConviction hold4.0% weight · held 4 quartersMSFT$MSFTAccumulating+29% shares · 3 quarters runningAMZN$AMZNAccumulating+18% shares · 3 quarters runningNVDA$NVDAAccumulating+35% shares · 3 quarters runningBRK-A$BRK-AAccumulating+16% shares · 3 quarters runningKO$KOAccumulating+43% shares · 3 quarters runningTSM$TSMTrimming-29% shares · 3 quarters runningGOOG$GOOGTrimming-27% shares · 3 quarters runningCAT$CATTrimming-49% shares · 3 quarters runningMRSH$MRSHTrimming-60% shares · 3 quarters runningCDNS$CDNSTrimming-56% shares · 3 quarters running

Largest positions — Q1 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/evelyn-partners-investment-management-llp-2065206

Evelyn Partners Investment Management LLP 13F holdings — Q1 2026

$3.7B portfolio (+1.7% QoQ) · 410 holdings · Q1 2026 13F · top 10 are 50% of the stock portfolio

All holdings — Evelyn Partners Investment Management LLP (Q1 2026)

410 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
SYK$SYKSTRYKER CORP$87.2M-0.7%
CB$CBChubb Ltd$86.6M+0.3%
JPM$JPMJPMORGAN CHASE & CO$84.3M+6%
KO$KOCOCA COLA CO$75.6M+2%
META$METAMeta Platforms, Inc.$68.8M+12%
BKNG$BKNGBooking Holdings Inc.$61.1M-9%
TMO$TMOTHERMO FISHER SCIENTIFIC INC.$53.6M+5%
LIN$LINLINDE PLC$44.4M-0.9%
NEE$NEENEXTERA ENERGY INC$43.1M+14%
IEX$IEXIDEX CORP /DE/$38.9M+11%
GOOG$GOOGAlphabet Inc.$38.3M-3%
AZO$AZOAUTOZONE INC$38.1M+8%
CEF$CEFSprott Physical Gold & Silver Trust$38.1M-2%
NDAQ$NDAQNASDAQ, INC.$36.3M-0.5%
BAC$BACBANK OF AMERICA CORP /DE/$33.7M+8%

What changed in Q1 2026

Against the previous quarter's 13F: 12 new, 58 added to, 143 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

  • SUNB$SUNBSunbelt Rentals Holdings, Inc.$29.0M

    first bought this quarter

  • EOG$EOGEOG RESOURCES INC$4.5M

    first bought this quarter

  • MSI$MSIMotorola Solutions, Inc.$1.5M

    first bought this quarter

  • EVLV$EVLVEvolv Technologies Holdings, Inc.$115K

    first bought this quarter

  • DCH$DCHDauch Corp$41K

    first bought this quarter

  • BZH$BZHBEAZER HOMES USA INC$17K

    first bought this quarter

+6 more in the Excel export

Added to (58)

  • MSFT$MSFTMICROSOFT CORP+5%

    now $260.5M · held 4+ qtrs

  • AVGO$AVGOBroadcom Inc.+118%

    now $18.6M · held 4+ qtrs, 3 adds in a row

  • META$METAMeta Platforms, Inc.+12%

    now $68.8M · held 4+ qtrs, 3 adds in a row

  • APH$APHAMPHENOL CORP /DE/+43%

    now $19.0M · held 4+ qtrs, 3 adds in a row

  • NEE$NEENEXTERA ENERGY INC+14%

    now $43.1M · held 4+ qtrs, 3 adds in a row

  • INTU$INTUINTUIT INC.+48%

    now $16.4M · held 4+ qtrs, 3 adds in a row

+52 more in the Excel export

Trimmed (143)

  • PSLV$PSLVSprott Physical Silver Trust-100%

    now $24K

  • UNH$UNHUNITEDHEALTH GROUP INC-43%

    now $25.8M · held 4+ qtrs

  • ROP$ROPROPER TECHNOLOGIES INC-78%

    now $4.5M · held 4+ qtrs, 2 trims in a row

  • ZTS$ZTSZoetis Inc.-24%

    now $27.4M · held 4+ qtrs, 2 trims in a row

  • GOOGL$GOOGLAlphabet Inc.-3%

    now $258.0M · held 4+ qtrs, 2 trims in a row

  • RACE$RACEFerrari N.V.-30%

    now $15.8M · held 3 qtrs

+137 more in the Excel export

Sold out (16)

  • LOW$LOWLOWES COMPANIES INCwas $2.0M

    held 3+ qtrs

  • GM$GMGeneral Motors Cowas $102K

    held 3+ qtrs

  • VANGUARD SCOTTSDALE FDSwas $96K
  • SSNC$SSNCSS&C Technologies Holdings Incwas $44K
  • AOS$AOSSMITH A O CORPwas $33K
  • ARES$ARESAres Management Corpwas $26K

+10 more in the Excel export

Share

Holdings by quarter

Every 13F Evelyn Partners Investment Management LLP has filed, 5 earlier quarters. Pick one to see what it held then.

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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 Investment Management LLP's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+0.5%

Value-weighted move of the 10 largest stock positions

Turnover

4%

Last quarter

Top 10 weight

50%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

87%

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 Investment Management LLP disclosed 410 positions worth $3.7B in its Form 13F-HR for Q1 2026, led by $AZN (ASTRAZENECA PLC) at 8.8% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 12 new positions and exited 16 — including a new stake in $SUNB and a full exit from $LOW. The portfolio is most concentrated in Technology (31.2% of disclosed assets). All figures are sourced directly from Evelyn Partners Investment Management LLP’s Form 13F-HR filing with the SEC under CIK 2065206.

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AI-Powered Hedge Fund Analysis: Evelyn Partners Investment Management LLP

13F Pro is an AI hedge fund tracker and stock research platform. For Evelyn Partners Investment Management LLP (SEC CIK: 2065206), 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 Investment Management LLP'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.