Institutional Manager · CIK 0002065205
Evelyn Partners Investment Management Services Ltd
London, X0 · File #028-25686
Latest AUM
$798.3M
Positions
262
Top-10 Concentration
46.5%
Filings
7
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025262 pos · $798.3M
- 13F HOLDINGS REPORTQ/E Dec 2025277 pos · $573.5M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025271 pos · $609.4M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2025264 pos · $666.0M
- 13F HOLDINGS REPORTQ/E Sep 2025266 pos · $744.9M
- 13F HOLDINGS REPORTQ/E Jun 2025250 pos · $750.6M
- 13F HOLDINGS REPORTQ/E Jun 2025248 pos · $575.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 106,643 | $51.6M | 7.37% |
| 2 | ALPHABET INC | GOOG | 156,936 | $49.1M | 7.02% |
| 3 | AMAZON COM INC | AMZN | 180,519 | $41.7M | 5.96% |
| 4 | VISA INC | V | 97,209 | $34.1M | 4.87% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 91,821 | $27.9M | 3.99% |
| 6 | NVIDIA CORPORATION | NVDA | 139,488 | $26.0M | 3.72% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 49,658 | $25.0M | 3.57% |
| 8 | STRYKER CORPORATION | SYK | 70,034 | $24.6M | 3.52% |
| 9 | BOOKING HOLDINGS INC | BKNG | 4,390 | $23.5M | 3.36% |
| 10 | GOLDMAN SACHS GROUP INC | GSCE | 24,954 | $21.9M | 3.14% |
| 11 | CHUBB LIMITED | CB | 67,499 | $21.1M | 3.01% |
| 12 | JOHNSON & JOHNSON | JNJ | 97,888 | $20.3M | 2.90% |
| 13 | META PLATFORMS INC | META | 30,074 | $19.9M | 2.84% |
| 14 | DISNEY WALT CO | 254687106 | 157,727 | $17.9M | 2.57% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 29,269 | $17.0M | 2.42% |
| 16 | MCDONALDS CORP | MCD | 52,047 | $15.9M | 2.27% |
| 17 | AUTOMATIC DATA PROCESSING IN | ADP | 60,074 | $15.5M | 2.21% |
| 18 | APPLE INC | AAPL | 55,445 | $15.1M | 2.16% |
| 19 | CRH PLC | CRH | 111,668 | $13.9M | 1.99% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 22,283 | $12.6M | 1.80% |