Institutional Manager · CIK 0002065207
Evelyn Partners Asset Management Ltd
London, X0 · File #028-25683
Latest AUM
$426.3M
Positions
284
Top-10 Concentration
41.4%
Filings
7
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025284 pos · $426.3M
- 13F HOLDINGS REPORTQ/E Dec 2025246 pos · $371.5M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025248 pos · $359.0M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2025243 pos · $394.5M
- 13F HOLDINGS REPORTQ/E Sep 2025280 pos · $442.9M
- 13F HOLDINGS REPORTQ/E Jun 2025158 pos · $222.3M
- 13F HOLDINGS REPORTQ/E Jun 2025102 pos · $160.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 69,130 | $27.4M | 7.24% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042742 | 163,069 | $23.0M | 6.08% |
| 3 | MICROSOFT CORP | MSFT | 37,705 | $18.2M | 4.82% |
| 4 | VANECK ETF TRUST | 92189F106 | 185,026 | $15.9M | 4.19% |
| 5 | ALPHABET INC | GOOG | 46,311 | $14.5M | 3.83% |
| 6 | AMAZON COM INC | AMZN | 55,456 | $12.8M | 3.38% |
| 7 | VISA INC | V | 35,785 | $12.6M | 3.32% |
| 8 | BOOKING HOLDINGS INC | BKNG | 2,117 | $11.3M | 2.99% |
| 9 | APPLE INC | AAPL | 39,827 | $10.8M | 2.86% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042866 | 113,662 | $10.3M | 2.71% |
| 11 | STRYKER CORPORATION | SYK | 28,759 | $10.1M | 2.67% |
| 12 | DISNEY WALT CO | 254687106 | 87,369 | $9.9M | 2.63% |
| 13 | WATERS CORP | 941848103 | 24,171 | $9.2M | 2.43% |
| 14 | AUTOMATIC DATA PROCESSING IN | ADP | 35,441 | $9.1M | 2.41% |
| 15 | MASTERCARD INCORPORATED | MA | 15,487 | $8.8M | 2.34% |
| 16 | LITMAN GREGORY FDS TR | 53700T827 | 302,180 | $8.5M | 2.24% |
| 17 | ETFS GOLD TR | 00326A104 | 202,330 | $8.3M | 2.20% |
| 18 | INTUIT | INTU | 12,323 | $8.2M | 2.16% |
| 19 | AMERICAN CENTY ETF TR | 025072604 | 100,738 | $7.8M | 2.05% |
| 20 | VANGUARD WORLD FD | 92204A306 | 60,815 | $7.7M | 2.02% |