Evelyn Partners Investment Management LLP 13F Holdings

CIK 0002065206 · London, X0

As of Sep 30, 2025, Evelyn Partners Investment Management LLP reported 410 positions worth $3.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology666,150$345.0M9.83%
AMAZON.COM INCAMZNEquity1,206,918$265.0M7.55%
ALPHABET INCGOOGLEquity1,067,724$259.6M7.40%
NVIDIA CORPNVDATechnology837,764 56.3M4.45%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology494,547 38.1M3.94%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services258,926 30.2M3.71%
CRH PUBLIC LTD COCRHBasic Materials1,048,792 25.8M3.58%
VISA INC-CLASS A SHARESVFinancial Services355,302 21.3M3.46%
APPLE INCAAPLTechnology399,746 01.8M2.90%
STRYKER CORPSYKHealthcare255,300$94.4M2.69%
JPMORGAN CHASE & COJPMFinancial Services275,102$86.8M2.47%
BOOKING HOLDINGS INCBKNGIndustrials15,626$84.4M2.40%
META PLATFORMS INCMETACommunication Services101,181$74.3M2.12%
CHUBB LTDCBFinancial Services259,147$73.1M2.08%
COCA COLA COKOConsumer Defensive870,272$57.7M1.64%
UNITEDHEALTH GROUP INCUNHHealthcare165,792$57.2M1.63%
THERMO FISHER SCIENTIFIC INCTMOHealthcare104,834$50.8M1.45%
ZOETIS INCZTSHealthcare340,831$49.9M1.42%
AUTOZONE INCAZOConsumer Cyclical9,742$41.8M1.19%
LINDE PLCLINBasic Materials86,363$41.0M1.17%
MASTERCARD INCMAFinancial Services71,213$40.5M1.15%
S&P GLOBAL INCSPGIFinancial Services78,068$38.0M1.08%
NASDAQ INCNDAQFinancial Services416,336$36.8M1.05%
ALPHABET INCGOOGEquity151,006$36.8M1.05%
GOLDMAN SACHS GROUP INCGSFinancial Services45,508$36.2M1.03%