Evelyn Partners Investment Management Services Ltd
Sector Allocation
- Technology29.0%$246.8M
- Healthcare22.5%$191.2M
- Financials19.3%$164.1M
- Consumer Discretionary10.7%$90.5M
- Materials6.5%$54.8M
- Consumer Staples3.7%$31.1M
- Other3.0%$25.3M
- Industrials2.4%$20.1M
- Communication Services1.4%$12.0M
- Energy0.7%$5.6M
AUM History
13fpro.ai/research/fund/evelyn-partners-investment-management-services-ltd-2065205
Conviction and streaks
Concentrating · top 10 = 45.1%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
AZN
$96.8MGOOGL
$46.3MMSFT
$43.6MAMZN
$40.2MV
$29.1MNVDA
$28.1MBRK.B
$26.0MJNJ
$25.2MTSM
$25.0MSYK
$23.1MCB
$22.9MMETA
$19.5MBKNG
$19.4MAAPL
$16.4MGS
$14.1MMCD
$13.6MMA
$13.4MWPM
$13.4MCRH
$12.7MADP
$11.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evelyn-partners-investment-management-services-ltd-2065205
Evelyn Partners Investment Management Services Ltd 13F holdings — Q1 2026
$850.0M portfolio (+6.5% QoQ) · 281 holdings · Q1 2026 13F · top 10 are 45% of the stock portfolio
$96.8M
11.4% of stocks
NewThis quarter-5.2%Since filedNew this quarterHeld$46.3M
5.4% of stocks
+2%This quarter-20.1%Since filed4+ qtrsHeld$43.6M
5.1% of stocks
+10%This quarter+26.2%Since filed4+ qtrsHeld$40.2M
4.7% of stocks
+7%This quarter-5.7%Since filed4+ qtrsHeld$29.1M
3.4% of stocks
-1.0%This quarter+24.1%Since filed4+ qtrsHeld$28.1M
3.3% of stocks
+16%This quarter-4.1%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$26.0M
3.1% of stocks
+9%This quarter—Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$25.2M
3.0% of stocks
+5%This quarter+17.5%Since filed4+ qtrsHeld$25.0M
3.0% of stocks
-19%This quarter+5.0%Since filed4+ qtrsHeld$23.1M
2.7% of stocks
+0.2%This quarter-0.2%Since filed4+ qtrsHeld
All holdings — Evelyn Partners Investment Management Services Ltd (Q1 2026)
281 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 | Chubb Ltd | Financials | $22.9M | 2.7% | 70K | +4% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $19.5M | 2.3% | 34K | +14% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Booking Holdings Inc. | Consumer Discretionary | $19.4M | 2.3% | 4,620 | +5% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Apple Inc. | Technology | $16.4M | 1.9% | 65K | +17% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | GOLDMAN SACHS GROUP INC | Financials | $14.1M | 1.7% | 17K | -33% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MCDONALDS CORP | Consumer Discretionary | $13.6M | 1.6% | 44K | -16% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Mastercard Inc | Financials | $13.4M | 1.6% | 27K | +25% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Wheaton Precious Metals Corp. | Materials | $13.4M | 1.6% | 102K | +6% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CRH PUBLIC LTD CO | Materials | $12.7M | 1.5% | 121K | +8% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AUTOMATIC DATA PROCESSING INC | Technology | $11.9M | 1.4% | 58K | -3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | INTUITIVE SURGICAL INC | Healthcare | $11.0M | 1.3% | 24K | +7% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Arista Networks, Inc. | Technology | $10.5M | 1.2% | 86K | +0.8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FRANCO NEVADA Corp | Materials | $10.5M | 1.2% | 43K | +7% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JPMORGAN CHASE & CO | Financials | $9.6M | 1.1% | 33K | +39% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Sprott Physical Gold & Silver Trust | Financials | $9.4M | 1.1% | 198K | +2% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $8.9M | 1.0% | 18K | -38% | |||
| 27 | $INTU | INTUIT INC. | Technology | $8.7M | 1.0% | 20K | +80% | |||
| 28 | $LLY | ELI LILLY & Co | Healthcare | $8.2M | 1.0% | 8,949 | +19% | |||
| 29 | $DIS | Walt Disney Co | Communication Services | $8.2M | 1.0% | 85K | -46% | |||
| 30 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $7.9M | 0.9% | 137K | -11% | |||
| 31 | $KO | COCA COLA CO | Consumer Staples | $7.0M | 0.8% | 91K | +3% | |||
| 32 | $SPGI | S&P Global Inc. | Financials | $6.8M | 0.8% | 16K | +2% | |||
| 33 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $6.8M | 0.8% | 42K | +30% | |||
| 34 | $NDAQ | NASDAQ, INC. | Financials | $6.6M | 0.8% | 78K | +18% | |||
| 35 | $ZTS | Zoetis Inc. | Healthcare | $6.0M | 0.7% | 51K | -24% | |||
| 36 | $AJG | Arthur J. Gallagher & Co. | Financials | $5.8M | 0.7% | 27K | New | |||
| 37 | $LIN | LINDE PLC | Materials | $5.8M | 0.7% | 12K | -17% | |||
| 38 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $5.8M | 0.7% | 10K | — | |||
| 39 | $APH | AMPHENOL CORP /DE/ | Technology | $5.8M | 0.7% | 46K | +133% | |||
| 40 | $DOV | DOVER Corp | Industrials | $5.5M | 0.6% | 40K | -6% | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $5.3M | 0.6% | 25K | -9% | |||
| 42 | $CME | CME GROUP INC. | Financials | $5.3M | 0.6% | 18K | +3% | |||
| 43 | $WAT | WATERS CORP /DE/ | Healthcare | $5.0M | 0.6% | 17K | -3% | |||
| 44 | $AZO | AUTOZONE INC | Consumer Discretionary | $5.0M | 0.6% | 1,471 | -2% | |||
| 45 | $AVGO | Broadcom Inc. | Technology | $4.8M | 0.6% | 16K | +80% | |||
| 46 | $ACN | Accenture plc | Technology | $4.8M | 0.6% | 24K | -0.3% | |||
| 47 | $IEX | IDEX CORP /DE/ | Industrials | $4.5M | 0.5% | 24K | +0.2% | |||
| 48 | — | VANECK ETF TRUST | — | $4.4M | 0.5% | 48K | -3% | |||
| 49 | $GLD | SPDR GOLD TRUST | Financials | $4.2M | 0.5% | 9,780 | -21% | |||
| 50 | $MKC | MCCORMICK & CO INC | Consumer Staples | $3.8M | 0.4% | 74K | — | |||
| 51 | — | LITMAN GREGORY FDS TR | — | $3.6M | 0.4% | 121K | -6% | |||
| 52 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $3.2M | 0.4% | 14K | -6% | |||
| 53 | $SW | Smurfit Westrock plc | Materials | $3.2M | 0.4% | 80K | -20% | |||
| 54 | $AEM | AGNICO EAGLE MINES LTD | Materials | $3.2M | 0.4% | 16K | -5% | |||
| 55 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.1M | 0.4% | 21K | -27% | |||
| 56 | $WMT | Walmart Inc. | Consumer Staples | $2.9M | 0.3% | 23K | +45% | |||
| 57 | $NEE | NEXTERA ENERGY INC | Utilities | $2.8M | 0.3% | 30K | +19% | |||
| 58 | $NFLX | NETFLIX INC | Communication Services | $2.8M | 0.3% | 29K | +147% | |||
| 59 | $SUNB | Sunbelt Rentals Holdings, Inc. | Industrials | $2.7M | 0.3% | 42K | New | |||
| 60 | $PLD | Prologis, Inc. | Real Estate | $2.7M | 0.3% | 20K | +2% | |||
| 61 | — | VANGUARD WORLD FD | — | $2.7M | 0.3% | 15K | -3% | |||
| 62 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $2.6M | 0.3% | 37K | +163% | |||
| 63 | $NEM | NEWMONT Corp /DE/ | Materials | $2.6M | 0.3% | 24K | -6% | |||
| 64 | — | VANGUARD INTL EQUITY INDEX F | — | $2.5M | 0.3% | 26K | -3% | |||
| 65 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.4M | 0.3% | 49K | -3% | |||
| 66 | — | AMERICAN CENTY ETF TR | — | $2.4M | 0.3% | 29K | +0.3% | |||
| 67 | $PANW | Palo Alto Networks Inc | Technology | $2.3M | 0.3% | 15K | +31% | |||
| 68 | $TTE | TotalEnergies SE | Energy | $2.3M | 0.3% | 25K | +39% | |||
| 69 | $SGOL | abrdn Gold ETF Trust | Financials | $2.3M | 0.3% | 51K | -18% | |||
| 70 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.0M | 0.2% | 2,973 | -0.7% | |||
| 71 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.9M | 0.2% | 11K | +13% | |||
| 72 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.2% | 11K | — | |||
| 73 | $GE | GENERAL ELECTRIC CO | Industrials | $1.8M | 0.2% | 6,394 | +105% | |||
| 74 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.8M | 0.2% | 6,587 | +2% | |||
| 75 | $PEP | PEPSICO INC | Consumer Staples | $1.7M | 0.2% | 11K | -79% | |||
| 76 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $1.7M | 0.2% | 34K | +4% | |||
| 77 | $B | BARRICK MINING CORP | Materials | $1.5M | 0.2% | 38K | — | |||
| 78 | $ROP | ROPER TECHNOLOGIES INC | Technology | $1.5M | 0.2% | 4,378 | -60% | |||
| 79 | $GOOG | Alphabet Inc. | Technology | $1.5M | 0.2% | 5,307 | +2% | |||
| 80 | — | VANGUARD INDEX FDS | — | $1.5M | 0.2% | 5,109 | +11% | |||
| 81 | $MKC | MCCORMICK & CO INC | Consumer Staples | $1.5M | 0.2% | 29K | — | |||
| 82 | $ETN | Eaton Corp plc | Industrials | $1.4M | 0.2% | 3,847 | +4% | |||
| 83 | $RACE | Ferrari N.V. | Consumer Discretionary | $1.3M | 0.2% | 3,943 | +106% | |||
| 84 | $NOW | ServiceNow, Inc. | Technology | $1.3M | 0.1% | 12K | +21% | |||
| 85 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.2M | 0.1% | 4,341 | +1% | |||
| 86 | $MICC | Magnum Ice Cream Co N.V. | Consumer Staples | $1.1M | 0.1% | 77K | -36% | |||
| 87 | — | INVESCO EXCH TRADED FD TR II | — | $1.1M | 0.1% | 24K | +6752% | |||
| 88 | $MU | MICRON TECHNOLOGY INC | Technology | $1.0M | 0.1% | 3,058 | — | |||
| 89 | $MSCI | MSCI Inc. | Financials | $1.0M | 0.1% | 1,907 | +1% | |||
| 90 | $PYPL | PayPal Holdings, Inc. | Financials | $937K | 0.1% | 21K | -54% | |||
| 91 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $888K | 0.1% | 10K | -88% | |||
| 92 | $BLK | BlackRock, Inc. | Financials | $872K | 0.1% | 907 | +7% | |||
| 93 | $SLB | SLB LIMITED/NV | Energy | $853K | 0.1% | 17K | -16% | |||
| 94 | $DE | DEERE & CO | Industrials | $817K | 0.1% | 1,451 | -5% | |||
| 95 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $810K | 0.1% | 813 | -18% | |||
| 96 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $793K | 0.1% | 10K | -34% | |||
| 97 | $RY | ROYAL BANK OF CANADA | Financials | $740K | 0.1% | 4,578 | — | |||
| 98 | $JLL | JONES LANG LASALLE INC | Real Estate | $674K | 0.1% | 2,215 | -2% | |||
| 99 | $TXN | TEXAS INSTRUMENTS INC | Technology | $531K | 0.1% | 2,734 | -3% | |||
| 100 | $ABBV | AbbVie Inc. | Healthcare | $524K | 0.1% | 2,410 | — | |||
| 101 | $SIVR | abrdn Silver ETF Trust | Financials | $514K | 0.1% | 7,183 | New | |||
| 102 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $492K | 0.1% | 7,845 | +357% | |||
| 103 | $ADBE | ADOBE INC. | Technology | $481K | 0.1% | 1,979 | -41% | |||
| 104 | $UBS | UBS Group AG | Financials | $473K | 0.1% | 12K | — | |||
| 105 | $CSCO | CISCO SYSTEMS, INC. | Technology | $382K | 0.0% | 4,928 | -28% | |||
| 106 | $BDX | BECTON DICKINSON & CO | Healthcare | $381K | 0.0% | 2,423 | -4% | |||
| 107 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $380K | 0.0% | 1,060 | +6% | |||
| 108 | $ICE | Intercontinental Exchange, Inc. | Financials | $370K | 0.0% | 2,355 | -0.9% | |||
| 109 | $AXON | AXON ENTERPRISE, INC. | Industrials | $366K | 0.0% | 862 | +19% | |||
| 110 | $RTX | RTX Corp | Industrials | $361K | 0.0% | 1,873 | — | |||
| 111 | $FAST | FASTENAL CO | Industrials | $351K | 0.0% | 7,568 | -18% | |||
| 112 | $FCX | FREEPORT-MCMORAN INC | Materials | $341K | 0.0% | 5,804 | +2% | |||
| 113 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $340K | 0.0% | 9,516 | -8% | |||
| 114 | $CRM | Salesforce, Inc. | Technology | $328K | 0.0% | 1,758 | -13% | |||
| 115 | $WM | WASTE MANAGEMENT INC | Utilities | $328K | 0.0% | 1,428 | +45% | |||
| 116 | $APD | Air Products & Chemicals, Inc. | Materials | $318K | 0.0% | 1,095 | — | |||
| 117 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $315K | 0.0% | 958 | +4% | |||
| 118 | — | VANGUARD INTL EQUITY INDEX F | — | $314K | 0.0% | 3,813 | — | |||
| 119 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $287K | 0.0% | 3,194 | +2% | |||
| 120 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $271K | 0.0% | 5,399 | -54% | |||
| 121 | $ABT | ABBOTT LABORATORIES | Healthcare | $268K | 0.0% | 2,611 | -24% | |||
| 122 | — | VANGUARD INDEX FDS | — | $268K | 0.0% | 448 | — | |||
| 123 | — | VANGUARD INDEX FDS | — | $262K | 0.0% | 600 | -16% | |||
| 124 | $PLTR | Palantir Technologies Inc. | Technology | $262K | 0.0% | 1,791 | +109% | |||
| 125 | $PM | Philip Morris International Inc. | Consumer Staples | $254K | 0.0% | 1,535 | -6% | |||
| 126 | $CVX | CHEVRON CORP | Energy | $248K | 0.0% | 1,200 | — | |||
| 127 | $SPOT | Spotify Technology S.A. | Communication Services | $248K | 0.0% | 512 | New | |||
| 128 | $TSLA | Tesla, Inc. | Consumer Discretionary | $235K | 0.0% | 632 | -2% | |||
| 129 | $SF | STIFEL FINANCIAL CORP | Financials | $231K | 0.0% | 3,120 | +50% | |||
| 130 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $225K | 0.0% | 3,095 | +34% | |||
| 131 | $TMC | TMC the metals Co Inc. | Materials | $220K | 0.0% | 47K | — | |||
| 132 | $DHR | DANAHER CORP /DE/ | Healthcare | $197K | 0.0% | 1,041 | +45% | |||
| 133 | $PFE | PFIZER INC | Healthcare | $193K | 0.0% | 6,882 | +13% | |||
| 134 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $180K | 0.0% | 798 | -56% | |||
| 135 | $ADSK | Autodesk, Inc. | Technology | $169K | 0.0% | 708 | +88% | |||
| 136 | $GEV | GE Vernova Inc. | Industrials | $168K | 0.0% | 193 | — | |||
| 137 | $AGI | ALAMOS GOLD INC | Materials | $161K | 0.0% | 3,623 | — | |||
| 138 | $MSI | Motorola Solutions, Inc. | Technology | $154K | 0.0% | 356 | New | |||
| 139 | $NKE | NIKE, Inc. | Consumer Discretionary | $154K | 0.0% | 2,915 | -73% | |||
| 140 | $SCHW | SCHWAB CHARLES CORP | Financials | $148K | 0.0% | 1,580 | — | |||
| 141 | $UNP | UNION PACIFIC CORP | Industrials | $148K | 0.0% | 609 | -29% | |||
| 142 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $137K | 0.0% | 675 | +13% | |||
| 143 | $QCOM | QUALCOMM INC/DE | Technology | $137K | 0.0% | 1,062 | — | |||
| 144 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $133K | 0.0% | 386 | -22% | |||
| 145 | $SHW | SHERWIN WILLIAMS CO | Materials | $124K | 0.0% | 386 | +9% | |||
| 146 | $CLX | CLOROX CO /DE/ | Consumer Staples | $118K | 0.0% | 1,135 | — | |||
| 147 | $BA | BOEING CO | Industrials | $112K | 0.0% | 563 | +14% | |||
| 148 | $LMT | LOCKHEED MARTIN CORP | Industrials | $104K | 0.0% | 172 | — | |||
| 149 | $LOGI | LOGITECH INTERNATIONAL S.A. | Technology | $91K | 0.0% | 1,000 | — | |||
| 150 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $90K | 0.0% | 520 | -46% |
What changed in Q1 2026
Against the previous quarter's 13F: 27 new, 74 added to, 67 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (27)
$AJGArthur J. Gallagher & Co.$5.8M
first bought this quarter
$SUNBSunbelt Rentals Holdings, Inc.$2.7M
first bought this quarter
$SIVRabrdn Silver ETF Trust$514K
first bought this quarter
$SPOTSpotify Technology S.A.$248K
first bought this quarter
$MSIMotorola Solutions, Inc.$154K
first bought this quarter
$WSTWEST PHARMACEUTICAL SERVICES INC$54K
first bought this quarter
+21 more in the Excel export
Added to (74)
now $43.6M · held 4+ qtrs, 2 adds in a row
$INTUINTUIT INC.+80%
now $8.7M · held 4+ qtrs
now $28.1M · held 4+ qtrs, 2 adds in a row
$APHAMPHENOL CORP /DE/+133%
now $5.8M · held 4+ qtrs, 3 adds in a row
now $13.4M · held 4+ qtrs, 2 adds in a row
$JPMJPMORGAN CHASE & CO+39%
now $9.6M · held 4+ qtrs, 3 adds in a row
+68 more in the Excel export
Trimmed (67)
now $14.1M · held 4+ qtrs
$DISWalt Disney Co-46%
now $8.2M · held 4+ qtrs
$CLCOLGATE PALMOLIVE CO-88%
now $888K · held 4+ qtrs, 3 trims in a row
$PEPPEPSICO INC-79%
now $1.7M · held 4+ qtrs, 3 trims in a row
now $25.0M · held 4+ qtrs
$TMOTHERMO FISHER SCIENTIFIC INC.-38%
now $8.9M · held 4+ qtrs, 3 trims in a row
+61 more in the Excel export
Holdings by quarter
Every 13F Evelyn Partners Investment Management Services Ltd has filed, 5 earlier quarters. Pick one to see what it held then.
Is it too late to follow Evelyn Partners Investment Management Services 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 Investment Management Services Ltd's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+1.7%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
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 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 $GOOGL 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 (29.0% 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.
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AI-Powered Hedge Fund Analysis: Evelyn Partners Investment Management Services Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Evelyn Partners Investment Management Services Ltd (SEC CIK: 2065205), 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 Services 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.