Evelyn Partners Investment Management Services Ltd 13F Holdings

CIK 0002065205 · London, X0

As of Sep 30, 2025, Evelyn Partners Investment Management Services Ltd reported 266 positions worth $744.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology103,350$53.5M7.19%
ALPHABET INCGOOGLEquity176,224$42.8M5.76%
AMAZON.COM INCAMZNEquity179,297$39.4M5.29%
VISA INC-CLASS A SHARESVFinancial Services95,669$32.7M4.39%
STRYKER CORPSYKHealthcare68,339$25.3M3.40%
NVIDIA CORPNVDATechnology128,841$24.0M3.23%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services47,011$23.6M3.18%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology83,234$23.2M3.12%
GOLDMAN SACHS GROUP INCGSFinancial Services24,826 9.8M2.66%
JOHNSON & JOHNSONJNJHealthcare98,438 8.3M2.45%
META PLATFORMS INCMETACommunication Services24,664 8.1M2.43%
BOOKING HOLDINGS INCBKNGIndustrials3,273 7.7M2.38%
WALT DISNEY CODISCommunication Services149,965 7.2M2.31%
CHUBB LTDCBFinancial Services59,858 6.9M2.27%
AUTOMATIC DATA PROCESSING INCADPIndustrials57,483 6.9M2.27%
CRH PUBLIC LTD COCRHBasic Materials128,220 5.4M2.07%
MCDONALDS CORPMCDConsumer Cyclical50,486 5.3M2.06%
THERMO FISHER SCIENTIFIC INCTMOHealthcare29,653 4.4M1.93%
APPLE INCAAPLTechnology53,531 3.6M1.83%
ARISTA NETWORKS INCANETTechnology90,119 3.1M1.76%
MASTERCARD INCMAFinancial Services20,738 1.8M1.59%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive176,784 1.0M1.48%
WHEATON PRECIOUS METALS CORPWPMBasic Materials91,636 0.3M1.38%
ZOETIS INCZTSHealthcare66,820$9.8M1.31%
INTUITIVE SURGICAL INCISRGHealthcare20,823$9.3M1.25%