Evelyn Partners Asset Management Ltd 13F Holdings

CIK 0002065207 · London, X0

As of Sep 30, 2025, Evelyn Partners Asset Management Ltd reported 280 positions worth $442.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR GOLD TRUSTGQ9—84,665$30.1M6.80%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVT—208,608$28.7M6.50%
MICROSOFT CORPMSFTTechnology45,333$23.5M5.31%
ALPHABET INCGOOGLEquity73,455 7.9M4.04%
AMAZON.COM INCAMZNEquity66,291 4.6M3.29%
VANECK GOLD MINERS ETFGDX—185,123 4.1M3.20%
VISA INC-CLASS A SHARESVFinancial Services39,491 3.5M3.05%
STRYKER CORPSYKHealthcare32,369 2.0M2.71%
AUTOMATIC DATA PROCESSING INCADPIndustrials38,665 1.4M2.57%
WALT DISNEY CODISCommunication Services99,117 1.3M2.57%
APPLE INCAAPLTechnology40,032 0.2M2.30%
MASTERCARD INCMAFinancial Services17,806 0.1M2.29%
INTUIT INCINTUTechnology14,539$9.9M2.24%
IMGP DBI MANAGED FUTURES STRATEGY ETFDBMF—362,404$9.9M2.24%
AUTOZONE INCAZOConsumer Cyclical2,293$9.8M2.22%
VANGUARD PACIFIC STOCK INDEX FUNDVPL—106,449$9.4M2.11%
WATERS CORPWATHealthcare27,809$8.3M1.89%
GLOBAL X URANIUM ETFURA—169,568$8.1M1.83%
ZOETIS INCZTSHealthcare54,217$7.9M1.79%
VANGUARD ENERGY INDEX FUNDVDE—61,269$7.7M1.74%
ABRDN GOLD ETF TRUSTSGOL—208,960$7.7M1.74%
ASML HOLDING NVASMLTechnology7,704$7.5M1.69%
NOVO NORDISK A SNVOHealthcare121,458$6.7M1.52%
VANGUARD 500 INDEX FUNDVOO—10,953$6.7M1.52%
PAYPAL HOLDINGS INCPYPLFinancial Services92,636$6.2M1.40%