Evelyn Partners Investment Management Services Ltd
13F Reported Value
ⓘ$850.0M
Holdings
281
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Evelyn Partners Investment Management Services Ltd disclosed 281 positions worth $850.0M in its Form 13F-HR for Q1 2026, led by $AZN (ASTRAZENECA PLC) at 11.4% of the equity portfolio, followed by $GOOG and $MSFT. During the quarter the fund opened 27 new positions and exited 7 — including a new stake in $AJG. The portfolio is most concentrated in Technology (29.8% of disclosed assets). All figures are sourced directly from Evelyn Partners Investment Management Services Ltd’s Form 13F-HR filing with the SEC under CIK 2065205.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$96.8M498,147 sh - 78.2#57
Quality
$46.3M160,848 sh - 79.8#31
Quality
$43.6M117,766 sh - 68.7
Quality
$40.2M193,160 sh - 82.9
Quality
$29.1M96,281 sh - 85.9
Quality
$28.1M161,309 sh - 73.8
Quality
$26.0M54,266 sh - 69.0
Quality
$25.2M103,098 sh - $25.0M74,109 sh
- 72.1
Quality
$23.1M70,182 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ASTRAZENECA PLC$AZN | — | $96.8M | 498,147 |
 Alphabet Inc.$GOOG | 78.2#57 | $46.3M | 160,848 |
 MICROSOFT CORP$MSFT | 79.8#31 | $43.6M | 117,766 |
 AMAZON COM INC$AMZN | 68.7 | $40.2M | 193,160 |
 VISA INC.$V | 82.9 | $29.1M | 96,281 |
 NVIDIA CORP$NVDA | 85.9 | $28.1M | 161,309 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $26.0M | 54,266 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $25.2M | 103,098 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $25.0M | 74,109 |
 STRYKER CORP$SYK | 72.1 | $23.1M | 70,182 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evelyn Partners Investment Management Services Ltd's 281 positions.
Showing top 10 of 281 holdings.
Sector Allocation
Technology
$253.1M
Healthcare
$177.1M
Financials
$164.1M
Consumer Discretionary
$93.1M
Materials
$54.8M
Industrials
$29.1M
Consumer Staples
$27.3M
Other
$25.3M
Top Holdings — Evelyn Partners Investment Management Services Ltd (Q1 2026)
Top 150 of 281 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 | $96.8M | 11.4% | NEW | — |
| 2 | $GOOG | Alphabet Inc. | $46.3M | 5.4% | +2% | 78.2 |
| 3 | $MSFT | MICROSOFT CORP | $43.6M | 5.1% | +10% | 79.8 |
| 4 | $AMZN | AMAZON COM INC | $40.2M | 4.7% | +7% | 68.7 |
| 5 | $V | VISA INC. | $29.1M | 3.4% | -1% | 82.9 |
| 6 | $NVDA | NVIDIA CORP | $28.1M | 3.3% | +16% | 85.9 |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $26.0M | 3.1% | +9% | 73.8 |
| 8 | $JNJ | JOHNSON & JOHNSON | $25.2M | 3.0% | +5% | 69 |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $25.0M | 3.0% | -19% | — |
| 10 | $SYK | STRYKER CORP | $23.1M | 2.7% | +0% | 72.1 |
| 11 |  $CB | Chubb Ltd | $22.9M | 2.7% | +4% | — |
| 12 |  $META | Meta Platforms, Inc. | $19.5M | 2.3% | +14% | 79.6 |
| 13 |  $BKNG | Booking Holdings Inc. | $19.4M | 2.3% | +5% | 58.5 |
| 14 |  $AAPL | Apple Inc. | $16.4M | 1.9% | +17% | 76.4 |
| 15 |  $GS | GOLDMAN SACHS GROUP INC | $14.1M | 1.7% | -33% | 73.5 |
| 16 |  $MCD | MCDONALDS CORP | $13.6M | 1.6% | -16% | 69 |
| 17 |  $MA | Mastercard Inc | $13.4M | 1.6% | +25% | 85.1 |
| 18 |  $WPM | Wheaton Precious Metals Corp. | $13.4M | 1.6% | +6% | — |
| 19 |  $CRH | CRH PUBLIC LTD CO | $12.7M | 1.5% | +8% | — |
| 20 |  $ADP | AUTOMATIC DATA PROCESSING INC | $11.9M | 1.4% | -3% | 69.8 |
| 21 |  $ISRG | INTUITIVE SURGICAL INC | $11.0M | 1.3% | +7% | 79.9 |
| 22 |  $ANET | Arista Networks, Inc. | $10.5M | 1.2% | +1% | 81.9 |
| 23 |  $FNV | FRANCO NEVADA Corp | $10.5M | 1.2% | +7% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $9.6M | 1.1% | +39% | 70.7 |
| 25 |  $CEF | Sprott Physical Gold & Silver Trust | $9.4M | 1.1% | +2% | — |
| 26 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $8.9M | 1.0% | -38% | 65.1 |
| 27 |  $INTU | INTUIT INC. | $8.7M | 1.0% | +80% | 79.3 |
| 28 |  $LLY | ELI LILLY & Co | $8.2M | 1.0% | +19% | 87.5 |
| 29 |  $DIS | Walt Disney Co | $8.2M | 1.0% | -46% | 60.1 |
| 30 |  $MDLZ | Mondelez International, Inc. | $7.9M | 0.9% | -11% | 56.4 |
| 31 |  $KO | COCA COLA CO | $7.0M | 0.8% | +3% | 69.5 |
| 32 |  $SPGI | S&P Global Inc. | $6.8M | 0.8% | +2% | 76.1 |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $6.8M | 0.8% | +30% | 68.7 |
| 34 |  $NDAQ | NASDAQ, INC. | $6.6M | 0.8% | +18% | 76.7 |
| 35 |  $ZTS | Zoetis Inc. | $6.0M | 0.7% | -24% | 68.6 |
| 36 |  $AJG | Arthur J. Gallagher & Co. | $5.8M | 0.7% | NEW | 71.2 |
| 37 |  $LIN | LINDE PLC | $5.8M | 0.7% | -17% | — |
| 38 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.8M | 0.7% | +0% | — |
| 39 |  $APH | AMPHENOL CORP /DE/ | $5.8M | 0.7% | +133% | 79.3 |
| 40 |  $DOV | DOVER Corp | $5.5M | 0.6% | -6% | 58.1 |
| 41 |  $LRCX | LAM RESEARCH CORP | $5.3M | 0.6% | -9% | 79.4 |
| 42 |  $CME | CME GROUP INC. | $5.3M | 0.6% | +3% | 69.5 |
| 43 |  $WAT | WATERS CORP /DE/ | $5.0M | 0.6% | -3% | 60.4 |
| 44 |  $AZO | AUTOZONE INC | $5.0M | 0.6% | -2% | 66.2 |
| 45 |  $AVGO | Broadcom Inc. | $4.8M | 0.6% | +80% | 84.5 |
| 46 |  $ACN | Accenture plc | $4.8M | 0.6% | -0% | — |
| 47 |  $IEX | IDEX CORP /DE/ | $4.5M | 0.5% | +0% | 60.9 |
| 48 | — | VANECK ETF TRUST | $4.4M | 0.5% | -3% | — |
| 49 |  $GLD | SPDR GOLD TRUST | $4.2M | 0.5% | -21% | — |
| 50 |  $MKC | MCCORMICK & CO INC | $3.8M | 0.4% | +0% | 67.6 |
| 51 | — | LITMAN GREGORY FDS TR | $3.6M | 0.4% | -6% | — |
| 52 |  $FERG | Ferguson Enterprises Inc. /DE/ | $3.2M | 0.4% | -6% | 52.2 |
| 53 |  $SW | Smurfit Westrock plc | $3.2M | 0.4% | -20% | — |
| 54 |  $AEM | AGNICO EAGLE MINES LTD | $3.2M | 0.4% | -5% | — |
| 55 |  $PG | PROCTER & GAMBLE Co | $3.1M | 0.4% | -27% | 64.6 |
| 56 |  $WMT | Walmart Inc. | $2.9M | 0.3% | +45% | 60.2 |
| 57 |  $NEE | NEXTERA ENERGY INC | $2.8M | 0.3% | +19% | 64.6 |
| 58 |  $NFLX | NETFLIX INC | $2.8M | 0.3% | +147% | 78.8 |
| 59 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $2.7M | 0.3% | NEW | 69.7 |
| 60 |  $PLD | Prologis, Inc. | $2.7M | 0.3% | +2% | 68.3 |
| 61 | — | VANGUARD WORLD FD | $2.7M | 0.3% | -3% | — |
| 62 |  $GEHC | GE HealthCare Technologies Inc. | $2.6M | 0.3% | +163% | 55.7 |
| 63 |  $NEM | NEWMONT Corp /DE/ | $2.6M | 0.3% | -6% | 86.8 |
| 64 | — | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.3% | -3% | — |
| 65 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.3% | -3% | 67.6 |
| 66 | — | AMERICAN CENTY ETF TR | $2.4M | 0.3% | +0% | — |
| 67 |  $PANW | Palo Alto Networks Inc | $2.3M | 0.3% | +31% | 65.5 |
| 68 |  $TTE | TotalEnergies SE | $2.3M | 0.3% | +39% | 50.6 |
| 69 |  $SGOL | abrdn Gold ETF Trust | $2.3M | 0.3% | -18% | — |
| 70 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.0M | 0.2% | -1% | 62.9 |
| 71 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.9M | 0.2% | +13% | 66.3 |
| 72 |  $XOM.R34088 | EXXON MOBIL CORP | $1.8M | 0.2% | +0% | 57.9 |
| 73 |  $GE | GENERAL ELECTRIC CO | $1.8M | 0.2% | +105% | 73.8 |
| 74 |  $UNH | UNITEDHEALTH GROUP INC | $1.8M | 0.2% | +2% | 62.7 |
| 75 |  $PEP | PEPSICO INC | $1.7M | 0.2% | -79% | 63.4 |
| 76 |  $YMM | Full Truck Alliance Co. Ltd. | $1.7M | 0.2% | +4% | — |
| 77 |  $B | BARRICK MINING CORP | $1.5M | 0.2% | +0% | 69.6 |
| 78 |  $ROP | ROPER TECHNOLOGIES INC | $1.5M | 0.2% | -60% | 71.9 |
| 79 |  $GOOGL | Alphabet Inc. | $1.5M | 0.2% | +2% | 78.2 |
| 80 | — | VANGUARD INDEX FDS | $1.5M | 0.2% | +11% | — |
| 81 | $MKC | MCCORMICK & CO INC | $1.5M | 0.2% | +0% | 67.6 |
| 82 |  $ETN | Eaton Corp plc | $1.4M | 0.2% | +4% | — |
| 83 |  $RACE | Ferrari N.V. | $1.3M | 0.2% | +106% | — |
| 84 |  $NOW | ServiceNow, Inc. | $1.3M | 0.1% | +21% | 72.9 |
| 85 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1.2M | 0.1% | +1% | 72.6 |
| 86 |  $MICC | Magnum Ice Cream Co N.V. | $1.1M | 0.1% | -36% | — |
| 87 | — | INVESCO EXCH TRADED FD TR II | $1.1M | 0.1% | +6752% | — |
| 88 |  $MU | MICRON TECHNOLOGY INC | $1.0M | 0.1% | +0% | 86.2 |
| 89 |  $MSCI | MSCI Inc. | $1.0M | 0.1% | +1% | 75.7 |
| 90 |  $PYPL | PayPal Holdings, Inc. | $936,759 | 0.1% | -54% | 64.1 |
| 91 |  $CL | COLGATE PALMOLIVE CO | $887,926 | 0.1% | -88% | 61.3 |
| 92 |  $BLK | BlackRock, Inc. | $872,271 | 0.1% | +7% | 70 |
| 93 |  $SLB | SLB LIMITED/NV | $853,434 | 0.1% | -16% | 57.9 |
| 94 |  $DE | DEERE & CO | $817,348 | 0.1% | -5% | 55.4 |
| 95 |  $COST | COSTCO WHOLESALE CORP /NEW | $810,098 | 0.1% | -18% | 66.2 |
| 96 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $793,417 | 0.1% | -34% | 69.7 |
| 97 |  $RY | ROYAL BANK OF CANADA | $739,799 | 0.1% | +0% | 74.8 |
| 98 |  $JLL | JONES LANG LASALLE INC | $674,069 | 0.1% | -2% | 64.2 |
| 99 |  $TXN | TEXAS INSTRUMENTS INC | $530,779 | 0.1% | -3% | 73.4 |
| 100 |  $ABBV | AbbVie Inc. | $524,151 | 0.1% | +0% | 72.6 |
| 101 |  $SIVR | abrdn Silver ETF Trust | $514,375 | 0.1% | NEW | — |
| 102 |  $BSX | BOSTON SCIENTIFIC CORP | $492,274 | 0.1% | +357% | 77.5 |
| 103 |  $ADBE | ADOBE INC. | $481,055 | 0.1% | -41% | 77.6 |
| 104 |  $UBS | UBS Group AG | $473,280 | 0.1% | +0% | — |
| 105 |  $CSCO | CISCO SYSTEMS, INC. | $382,364 | 0.0% | -28% | 70.3 |
| 106 |  $BDX | BECTON DICKINSON & CO | $380,968 | 0.0% | -4% | 59 |
| 107 |  $ROK | ROCKWELL AUTOMATION, INC | $380,413 | 0.0% | +6% | 63.6 |
| 108 |  $ICE | Intercontinental Exchange, Inc. | $370,394 | 0.0% | -1% | 73.7 |
| 109 |  $AXON | AXON ENTERPRISE, INC. | $366,083 | 0.0% | +19% | 56.6 |
| 110 |  $RTX | RTX Corp | $361,302 | 0.0% | +0% | 73.2 |
| 111 |  $FAST | FASTENAL CO | $351,155 | 0.0% | -18% | 66.9 |
| 112 |  $FCX | FREEPORT-MCMORAN INC | $341,159 | 0.0% | +2% | 62 |
| 113 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $339,721 | 0.0% | -8% | 52.1 |
| 114 |  $CRM | Salesforce, Inc. | $328,166 | 0.0% | -13% | 77 |
| 115 |  $WM | WASTE MANAGEMENT INC | $328,140 | 0.0% | +45% | 67.6 |
| 116 |  $APD | Air Products & Chemicals, Inc. | $318,087 | 0.0% | +0% | 46.4 |
| 117 |  $HD | HOME DEPOT, INC. | $315,077 | 0.0% | +4% | 60.3 |
| 118 | — | VANGUARD INTL EQUITY INDEX F | $314,306 | 0.0% | +0% | — |
| 119 |  $TRI | THOMSON REUTERS CORP /CAN/ | $287,268 | 0.0% | +2% | 58.7 |
| 120 |  $VZ | VERIZON COMMUNICATIONS INC | $271,030 | 0.0% | -54% | 65.8 |
| 121 |  $ABT | ABBOTT LABORATORIES | $268,071 | 0.0% | -24% | 65.5 |
| 122 | — | VANGUARD INDEX FDS | $267,702 | 0.0% | +0% | — |
| 123 | — | VANGUARD INDEX FDS | $262,074 | 0.0% | -16% | — |
| 124 |  $PLTR | Palantir Technologies Inc. | $261,987 | 0.0% | +109% | 84.6 |
| 125 |  $PM | Philip Morris International Inc. | $253,797 | 0.0% | -6% | 75.9 |
| 126 |  $CVX | CHEVRON CORP | $248,280 | 0.0% | +0% | 62.8 |
| 127 |  $SPOT | Spotify Technology S.A. | $248,274 | 0.0% | NEW | — |
| 128 |  $TSLA | Tesla, Inc. | $234,946 | 0.0% | -2% | 53.9 |
| 129 |  $SF | STIFEL FINANCIAL CORP | $230,630 | 0.0% | +50% | 67 |
| 130 |  $WMB | WILLIAMS COMPANIES, INC. | $225,254 | 0.0% | +34% | 64.3 |
| 131 |  $TMC | TMC the metals Co Inc. | $219,588 | 0.0% | +0% | — |
| 132 |  $DHR | DANAHER CORP /DE/ | $197,374 | 0.0% | +45% | 64.8 |
| 133 |  $PFE | PFIZER INC | $193,249 | 0.0% | +13% | 62 |
| 134 |  $HON | HONEYWELL INTERNATIONAL INC | $180,372 | 0.0% | -56% | 65 |
| 135 |  $ADSK | Autodesk, Inc. | $169,495 | 0.0% | +88% | 78.6 |
| 136 |  $GEV | GE Vernova Inc. | $168,470 | 0.0% | +0% | 81.1 |
| 137 |  $AGI | ALAMOS GOLD INC | $161,130 | 0.0% | +0% | — |
| 138 |  $MSI | Motorola Solutions, Inc. | $154,493 | 0.0% | NEW | 71.8 |
| 139 |  $NKE | NIKE, Inc. | $153,970 | 0.0% | -73% | 49.3 |
| 140 |  $SCHW | SCHWAB CHARLES CORP | $148,488 | 0.0% | +0% | 79.4 |
| 141 |  $UNP | UNION PACIFIC CORP | $147,756 | 0.0% | -29% | 69.7 |
| 142 |  $AMD | ADVANCED MICRO DEVICES INC | $137,315 | 0.0% | +13% | 79.8 |
| 143 |  $QCOM | QUALCOMM INC/DE | $136,764 | 0.0% | +0% | 70.5 |
| 144 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $133,228 | 0.0% | -22% | 64.4 |
| 145 |  $SHW | SHERWIN WILLIAMS CO | $123,732 | 0.0% | +9% | 61.3 |
| 146 |  $CLX | CLOROX CO /DE/ | $117,620 | 0.0% | +0% | 54.1 |
| 147 |  $BA | BOEING CO | $112,054 | 0.0% | +14% | 61.6 |
| 148 |  $LMT | LOCKHEED MARTIN CORP | $103,955 | 0.0% | +0% | 65.6 |
| 149 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $90,515 | 0.0% | +0% | — |
| 150 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $90,194 | 0.0% | -46% | 66.2 |
New Positions (27)
$AJG Arthur J. Gallagher & Co.$5.8M$SUNB Sunbelt Rentals Holdings, Inc.$2.7M$SIVR abrdn Silver ETF Trust$514,375$SPOT Spotify Technology S.A.$248,274$MSI Motorola Solutions, Inc.$154,493
$WST WEST PHARMACEUTICAL SERVICES INC$53,888
$URI UNITED RENTALS, INC.$47,356
$MCK MCKESSON CORP$44,999
$PHM PULTEGROUP INC/MI/$36,812
$HEI.A HEICO CORP$36,307
$TTEK TETRA TECH INC$34,789
$ARM ARM HOLDINGS PLC /UK$30,256
$MAR MARRIOTT INTERNATIONAL INC /MD/$24,530
$AWK American Water Works Company, Inc.$23,680
$ULTA Ulta Beauty, Inc.$21,954
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