Evelyn Partners Investment Management LLP
13F Reported Value
ⓘ$3.7B
Holdings
410
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
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 (33.1% 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.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$325.5M1,675,125 sh - 79.8#31
Quality
$260.5M703,648 sh - 68.7#300
Quality
$258.7M1,242,299 sh - 78.2
Quality
$258.0M897,350 sh - 85.9
Quality
$151.1M866,383 sh - $148.1M438,201 sh
- 73.8
Quality
$134.9M281,451 sh - 82.9
Quality
$106.4M351,875 sh - —
Quality
$106.0M1,008,537 sh - 76.4
Quality
$104.2M410,438 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ASTRAZENECA PLC$AZN | — | $325.5M | 1,675,125 |
 MICROSOFT CORP$MSFT | 79.8#31 | $260.5M | 703,648 |
 AMAZON COM INC$AMZN | 68.7#300 | $258.7M | 1,242,299 |
 Alphabet Inc.$GOOG | 78.2 | $258.0M | 897,350 |
 NVIDIA CORP$NVDA | 85.9 | $151.1M | 866,383 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $148.1M | 438,201 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $134.9M | 281,451 |
 VISA INC.$V | 82.9 | $106.4M | 351,875 |
 CRH PUBLIC LTD CO$CRH | — | $106.0M | 1,008,537 |
 Apple Inc.$AAPL | 76.4 | $104.2M | 410,438 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evelyn Partners Investment Management LLP's 410 positions.
Showing top 10 of 410 holdings.
Sector Allocation
Technology
$1.2B
Financials
$711.0M
Healthcare
$570.6M
Consumer Discretionary
$464.2M
Materials
$260.3M
Industrials
$135.6M
Consumer Staples
$112.3M
Energy
$86.0M
Top Holdings — Evelyn Partners Investment Management LLP (Q1 2026)
Top 150 of 410 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AZN | ASTRAZENECA PLC | $325.5M | 8.8% | NEW | — |
| 2 | $MSFT | MICROSOFT CORP | $260.5M | 7.1% | +5% | 79.8 |
| 3 | $AMZN | AMAZON COM INC | $258.7M | 7.0% | +2% | 68.7 |
| 4 | $GOOG | Alphabet Inc. | $258.0M | 7.0% | -3% | 78.2 |
| 5 | $NVDA | NVIDIA CORP | $151.1M | 4.1% | +3% | 85.9 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $148.1M | 4.0% | -3% | — |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $134.9M | 3.7% | +1% | 73.8 |
| 8 | $V | VISA INC. | $106.4M | 2.9% | -3% | 82.9 |
| 9 | $CRH | CRH PUBLIC LTD CO | $106.0M | 2.9% | -3% | — |
| 10 | $AAPL | Apple Inc. | $104.2M | 2.8% | +5% | 76.4 |
| 11 |  $SYK | STRYKER CORP | $87.2M | 2.4% | -1% | 72.1 |
| 12 |  $CB | Chubb Ltd | $86.6M | 2.4% | +0% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $84.3M | 2.3% | +6% | 70.7 |
| 14 |  $KO | COCA COLA CO | $75.6M | 2.0% | +2% | 69.5 |
| 15 |  $META | Meta Platforms, Inc. | $68.8M | 1.9% | +12% | 79.6 |
| 16 |  $BKNG | Booking Holdings Inc. | $61.1M | 1.7% | -9% | 58.5 |
| 17 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $53.6M | 1.5% | +5% | 65.1 |
| 18 |  $LIN | LINDE PLC | $44.4M | 1.2% | -1% | — |
| 19 |  $NEE | NEXTERA ENERGY INC | $43.1M | 1.2% | +14% | 64.6 |
| 20 |  $IEX | IDEX CORP /DE/ | $38.9M | 1.1% | +11% | 60.9 |
| 21 |  $GOOGL | Alphabet Inc. | $38.3M | 1.0% | -3% | 78.2 |
| 22 |  $AZO | AUTOZONE INC | $38.1M | 1.0% | +8% | 66.2 |
| 23 |  $CEF | Sprott Physical Gold & Silver Trust | $38.1M | 1.0% | -2% | — |
| 24 |  $NDAQ | NASDAQ, INC. | $36.3M | 1.0% | -1% | 76.7 |
| 25 |  $BAC | BANK OF AMERICA CORP /DE/ | $33.7M | 0.9% | +8% | 67.6 |
| 26 |  $SPGI | S&P Global Inc. | $33.6M | 0.9% | -2% | 76.1 |
| 27 |  $GS | GOLDMAN SACHS GROUP INC | $33.4M | 0.9% | -5% | 73.5 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $33.0M | 0.9% | -2% | 69 |
| 29 |  $TTE | TotalEnergies SE | $32.7M | 0.9% | +3% | 50.6 |
| 30 |  $MA | Mastercard Inc | $32.3M | 0.9% | -10% | 85.1 |
| 31 |  $TJX | TJX COMPANIES INC /DE/ | $30.6M | 0.8% | -4% | 68.7 |
| 32 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $29.0M | 0.8% | NEW | 69.7 |
| 33 |  $ISRG | INTUITIVE SURGICAL INC | $28.8M | 0.8% | +17% | 79.9 |
| 34 |  $WMT | Walmart Inc. | $27.6M | 0.8% | -6% | 60.2 |
| 35 |  $ZTS | Zoetis Inc. | $27.4M | 0.7% | -24% | 68.6 |
| 36 |  $UNH | UNITEDHEALTH GROUP INC | $25.8M | 0.7% | -43% | 62.7 |
| 37 |  $AEM | AGNICO EAGLE MINES LTD | $25.7M | 0.7% | -4% | — |
| 38 |  $SW | Smurfit Westrock plc | $24.0M | 0.7% | -13% | — |
| 39 |  $FCX | FREEPORT-MCMORAN INC | $23.2M | 0.6% | +13% | 62 |
| 40 |  $CVX | CHEVRON CORP | $20.7M | 0.6% | -3% | 62.8 |
| 41 |  $NFLX | NETFLIX INC | $20.0M | 0.5% | +10% | 78.8 |
| 42 |  $NEM | NEWMONT Corp /DE/ | $19.4M | 0.5% | -4% | 86.8 |
| 43 |  $APH | AMPHENOL CORP /DE/ | $19.0M | 0.5% | +43% | 79.3 |
| 44 |  $DHR | DANAHER CORP /DE/ | $18.9M | 0.5% | -18% | 64.8 |
| 45 |  $AVGO | Broadcom Inc. | $18.6M | 0.5% | +118% | 84.5 |
| 46 |  $MCD | MCDONALDS CORP | $18.3M | 0.5% | -7% | 69 |
| 47 |  $INTU | INTUIT INC. | $16.4M | 0.4% | +48% | 79.3 |
| 48 |  $XOM.R34088 | EXXON MOBIL CORP | $16.2M | 0.4% | +38% | 57.9 |
| 49 |  $PG | PROCTER & GAMBLE Co | $16.0M | 0.4% | -14% | 64.6 |
| 50 |  $RACE | Ferrari N.V. | $15.8M | 0.4% | -30% | — |
| 51 |  $MKL | MARKEL GROUP INC. | $14.9M | 0.4% | +2% | 60.2 |
| 52 |  $BX | Blackstone Inc. | $14.6M | 0.4% | -17% | 74.4 |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $12.5M | 0.3% | +7% | 70.3 |
| 54 |  $FERG | Ferguson Enterprises Inc. /DE/ | $11.4M | 0.3% | -2% | 52.2 |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $11.2M | 0.3% | +3% | 66.2 |
| 56 |  $DIS | Walt Disney Co | $10.7M | 0.3% | -3% | 60.1 |
| 57 |  $DE | DEERE & CO | $10.7M | 0.3% | -2% | 55.4 |
| 58 |  $BSX | BOSTON SCIENTIFIC CORP | $10.6M | 0.3% | +19% | 77.5 |
| 59 |  $GEHC | GE HealthCare Technologies Inc. | $10.5M | 0.3% | -38% | 55.7 |
| 60 |  $IBKR | Interactive Brokers Group, Inc. | $9.9M | 0.3% | -9% | 77 |
| 61 |  $ETN | Eaton Corp plc | $9.0M | 0.2% | -4% | — |
| 62 |  $WPM | Wheaton Precious Metals Corp. | $8.6M | 0.2% | -4% | — |
| 63 |  $AWK | American Water Works Company, Inc. | $8.3M | 0.2% | -1% | 58.1 |
| 64 |  $PANW | Palo Alto Networks Inc | $7.8M | 0.2% | +15% | 65.5 |
| 65 |  $PLD | Prologis, Inc. | $7.8M | 0.2% | -3% | 68.3 |
| 66 |  $CME | CME GROUP INC. | $7.5M | 0.2% | -7% | 69.5 |
| 67 |  $GLD | SPDR GOLD TRUST | $7.3M | 0.2% | -3% | — |
| 68 |  $LLY | ELI LILLY & Co | $6.6M | 0.2% | +39% | 87.5 |
| 69 |  $ABT | ABBOTT LABORATORIES | $6.3M | 0.2% | -4% | 65.5 |
| 70 |  $MDLZ | Mondelez International, Inc. | $6.0M | 0.2% | +2% | 56.4 |
| 71 |  $ANET | Arista Networks, Inc. | $5.8M | 0.2% | -3% | 81.9 |
| 72 |  $PEP | PEPSICO INC | $5.6M | 0.1% | -16% | 63.4 |
| 73 |  $AMT | AMERICAN TOWER CORP /MA/ | $5.5M | 0.1% | -42% | 66.3 |
| 74 |  $RY | ROYAL BANK OF CANADA | $5.3M | 0.1% | -1% | 74.8 |
| 75 |  $ACN | Accenture plc | $4.9M | 0.1% | -8% | — |
| 76 |  $BUR | Burford Capital Ltd | $4.8M | 0.1% | -42% | — |
| 77 |  $VZ | VERIZON COMMUNICATIONS INC | $4.6M | 0.1% | +1% | 65.8 |
| 78 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4.5M | 0.1% | -3% | 64.4 |
| 79 |  $CRM | Salesforce, Inc. | $4.5M | 0.1% | -4% | 77 |
| 80 |  $ROP | ROPER TECHNOLOGIES INC | $4.5M | 0.1% | -78% | 71.9 |
| 81 |  $EOG | EOG RESOURCES INC | $4.5M | 0.1% | NEW | 71.9 |
| 82 |  $WMB | WILLIAMS COMPANIES, INC. | $4.4M | 0.1% | -0% | 64.3 |
| 83 |  $SLB | SLB LIMITED/NV | $4.2M | 0.1% | +0% | 57.9 |
| 84 |  $HON | HONEYWELL INTERNATIONAL INC | $3.9M | 0.1% | -23% | 65 |
| 85 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.7M | 0.1% | +0% | — |
| 86 |  $BA | BOEING CO | $3.3M | 0.1% | +88% | 61.6 |
| 87 |  $SHW | SHERWIN WILLIAMS CO | $3.2M | 0.1% | -1% | 61.3 |
| 88 |  $TD | TORONTO DOMINION BANK | $3.2M | 0.1% | -0% | 80.5 |
| 89 |  $CAT | CATERPILLAR INC | $3.0M | 0.1% | -3% | 66.5 |
| 90 |  $MLM | MARTIN MARIETTA MATERIALS INC | $2.8M | 0.1% | -9% | 62.9 |
| 91 |  $C | CITIGROUP INC | $2.7M | 0.1% | -11% | 65 |
| 92 |  $MICC | Magnum Ice Cream Co N.V. | $2.7M | 0.1% | -54% | — |
| 93 |  $MSCI | MSCI Inc. | $2.7M | 0.1% | -4% | 75.7 |
| 94 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $2.6M | 0.1% | -14% | 66.2 |
| 95 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.6M | 0.1% | -39% | 72.6 |
| 96 |  $CL | COLGATE PALMOLIVE CO | $2.5M | 0.1% | -5% | 61.3 |
| 97 |  $SPY | SPDR S&P 500 ETF TRUST | $2.3M | 0.1% | +0% | — |
| 98 |  $TSLA | Tesla, Inc. | $2.3M | 0.1% | -0% | 53.9 |
| 99 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 0.1% | -1% | 70 |
| 100 | — | ISHARES INC | $2.1M | 0.1% | +14% | — |
| 101 |  $ROK | ROCKWELL AUTOMATION, INC | $2.1M | 0.1% | +145% | 63.6 |
| 102 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $2.0M | 0.1% | -10% | 69.7 |
| 103 |  $CRWD | CrowdStrike Holdings, Inc. | $2.0M | 0.1% | -1% | 67.7 |
| 104 | — | ISHARES TR | $1.9M | 0.1% | +0% | — |
| 105 |  $COIN | Coinbase Global, Inc. | $1.9M | 0.1% | +14% | 44.8 |
| 106 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $1.7M | 0.1% | -14% | 52.1 |
| 107 |  $DOV | DOVER Corp | $1.7M | 0.1% | -8% | 58.1 |
| 108 |  $RTX | RTX Corp | $1.7M | 0.1% | -5% | 73.2 |
| 109 |  $GE | GENERAL ELECTRIC CO | $1.7M | 0.1% | -0% | 73.8 |
| 110 |  $TPL | Texas Pacific Land Corp | $1.6M | 0.0% | -33% | 73 |
| 111 |  $MRK | Merck & Co., Inc. | $1.6M | 0.0% | -2% | 59.9 |
| 112 |  $BDX | BECTON DICKINSON & CO | $1.6M | 0.0% | -12% | 59 |
| 113 |  $SHEL | Shell plc | $1.6M | 0.0% | +0% | — |
| 114 | — | ISHARES TR | $1.6M | 0.0% | +1% | — |
| 115 |  $PFE | PFIZER INC | $1.6M | 0.0% | +1% | 62 |
| 116 |  $MS | MORGAN STANLEY | $1.6M | 0.0% | -0% | 75.8 |
| 117 |  $MSI | Motorola Solutions, Inc. | $1.5M | 0.0% | NEW | 71.8 |
| 118 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $1.3M | 0.0% | -33% | — |
| 119 |  $APTV | Aptiv PLC | $1.3M | 0.0% | -30% | — |
| 120 |  $T | AT&T INC. | $1.2M | 0.0% | +0% | 65.7 |
| 121 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.2M | 0.0% | -2% | 69.8 |
| 122 |  $FLUT | Flutter Entertainment plc | $1.2M | 0.0% | -48% | — |
| 123 |  $GEV | GE Vernova Inc. | $1.2M | 0.0% | -9% | 81.1 |
| 124 |  $SPOT | Spotify Technology S.A. | $1.1M | 0.0% | +8% | — |
| 125 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.0% | -0% | 69.4 |
| 126 |  $KDP | Keurig Dr Pepper Inc. | $1.1M | 0.0% | -1% | 64.6 |
| 127 |  $UBS | UBS Group AG | $1.1M | 0.0% | -0% | — |
| 128 |  $APD | Air Products & Chemicals, Inc. | $1.1M | 0.0% | -11% | 46.4 |
| 129 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.0% | -10% | 73.4 |
| 130 |  $UNP | UNION PACIFIC CORP | $1.0M | 0.0% | -0% | 69.7 |
| 131 |  $BEPC | Brookfield Renewable Corp | $976,170 | 0.0% | +0% | — |
| 132 |  $BLK | BlackRock, Inc. | $968,442 | 0.0% | +6% | 70 |
| 133 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $949,705 | 0.0% | -15% | 65.1 |
| 134 |  $ABBV | AbbVie Inc. | $915,633 | 0.0% | -20% | 72.6 |
| 135 |  $PM | Philip Morris International Inc. | $841,911 | 0.0% | -1% | 75.9 |
| 136 |  $WT | WisdomTree, Inc. | $807,083 | 0.0% | +0% | 59.9 |
| 137 |  $SHOP | SHOPIFY INC. | $798,906 | 0.0% | -58% | 64.9 |
| 138 |  $WTW | WILLIS TOWERS WATSON PLC | $771,227 | 0.0% | +10% | — |
| 139 |  $JEF | Jefferies Financial Group Inc. | $726,187 | 0.0% | +0% | 57.5 |
| 140 |  $NKE | NIKE, Inc. | $704,302 | 0.0% | -19% | 49.3 |
| 141 |  $CSX | CSX CORP | $699,738 | 0.0% | +0% | 65.2 |
| 142 |  $UL | UNILEVER PLC | $688,084 | 0.0% | +0% | — |
| 143 |  $EA | ELECTRONIC ARTS INC. | $681,945 | 0.0% | +0% | 62.9 |
| 144 |  $AXON | AXON ENTERPRISE, INC. | $658,270 | 0.0% | +43% | 56.6 |
| 145 |  $RYAAY | RYANAIR HOLDINGS PLC | $643,372 | 0.0% | -2% | — |
| 146 | — | VANGUARD INTL EQUITY INDEX F | $643,366 | 0.0% | +6% | — |
| 147 |  $NTRS | NORTHERN TRUST CORP | $640,626 | 0.0% | +0% | 65.2 |
| 148 |  $VLTO | Veralto Corp | $636,005 | 0.0% | -1% | 65.5 |
| 149 |  $ALC | ALCON INC | $631,500 | 0.0% | -14% | 54.9 |
| 150 |  $HD | HOME DEPOT, INC. | $627,851 | 0.0% | +0% | 60.3 |
New Positions (12)
$SUNB Sunbelt Rentals Holdings, Inc.$29.0M$EOG EOG RESOURCES INC$4.5M$MSI Motorola Solutions, Inc.$1.5M
$EVLV Evolv Technologies Holdings, Inc.$114,920
$DCH Dauch Corp$41,178
$BZH BEAZER HOMES USA INC$17,316
$NET Cloudflare, Inc.$15,476
$VSNT Versant Media Group, Inc.$7,922
$PLTR Palantir Technologies Inc.$7,021
$TT Trane Technologies plc$6,251
$CMCL Caledonia Mining Corp Plc$1,785
$ROKU ROKU, INC$378Exited Positions (16)
$LOW LOWES COMPANIES INC
$GM General Motors Co
$SSNC SS&C Technologies Holdings Inc
$AOS SMITH A O CORP
$ARES Ares Management Corp
$URI UNITED RENTALS, INC.
$DBX DROPBOX, INC.
$RCI ROGERS COMMUNICATIONS INC
$LFUS LITTELFUSE INC /DE
$ABNB Airbnb, Inc.
$ARQT Arcutis Biotherapeutics, Inc.
$UI Ubiquiti Inc.
$SWKS SKYWORKS SOLUTIONS, INC.
$GEN Gen Digital Inc.Browse Top Institutional Investors
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