Evelyn Partners Asset Management Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Evelyn Partners Asset Management Ltd reported 284 stock positions worth $426.3 million. Its top holding was SPDR Gold Shares (GLD) at 6.4% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 5.4%) and Microsoft (MSFT, 4.3%). Compared with Q3 2025, it opened 16 new positions, sold out of 15, added to 42 and reduced 64. The biggest buy was Booking (BKNG, shares +378%) and the biggest sale ASML Holding NV-NY Reg SHS (ASML, shares −72%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065207
- Portfolio Value
- $426.3M (Q4 2025)
- SEC Filing
- 0001420506-26-000366 ↗ filed Feb 13, 2026
Holdings Value
Holdings 284 stocks · $426.3M
| GLD SPDR Gold Shares | 6.43% | 69,130 | $27.4M | Reduce -18.4% |
| VT Vanguard Tot World STK ETF | 5.40% | 163,069 | $23.0M | Reduce -21.8% |
| MSFT Microsoft Corp. | 4.28% | 37,705 | $18.2M | Reduce -16.8% |
| GDX Vaneck Gold Miners ETF | 3.72% | 185,026 | $15.9M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 3.40% | 46,311 | $14.5M | Reduce -37.0% |
| AMZN Amazon.com Inc. | 3.00% | 55,456 | $12.8M | Reduce -16.3% |
| V Visa Inc. Class A | 2.94% | 35,785 | $12.6M | Reduce -9.4% |
| BKNG Booking Holdings Inc. | 2.66% | 2,117 | $11.3M | Add +377.9% |
| AAPL Apple Inc. | 2.54% | 39,827 | $10.8M | Reduce -0.5% |
| VPL Vanguard Ftse Pacific ETF | 2.41% | 113,662 | $10.3M | Add +6.8% |
| SYK Stryker Corp. | 2.37% | 28,759 | $10.1M | Reduce -11.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.33% | 87,369 | $9.9M | Reduce -11.8% |
| WAT Waters Corp. | 2.15% | 24,171 | $9.2M | Reduce -13.1% |
| ADP Automatic Data Processing | 2.14% | 35,441 | $9.1M | Reduce -8.3% |
| MA Mastercard Inc. Class A | 2.07% | 15,487 | $8.8M | Reduce -13.0% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.99% | 302,180 | $8.5M | Reduce -16.6% |
| SGOL Abrdn Physical Gold Shares | 1.95% | 202,330 | $8.3M | Reduce -3.2% |
| INTU Intuit Inc. | 1.92% | 12,323 | $8.2M | Reduce -15.2% |
| AVEM Avantis Emerging Markets Eq | 1.82% | 100,738 | $7.8M | Add +46973.8% |
| VDE Vanguard Energy ETF | 1.80% | 60,815 | $7.7M | Reduce -0.7% |
| URA Global X Uranium ETF | 1.76% | 175,399 | $7.5M | Add +3.4% |
| VOO Vanguard S&P 500 ETF | 1.62% | 10,982 | $6.9M | Add +0.3% |
| IAU iShares Gold Trust | 1.55% | 81,392 | $6.6M | Add +1.1% |
| CME Cme Group Inc. | 1.55% | 24,189 | $6.6M | Add +70.9% |
| ACN Accenture PLC Class A | 1.54% | 24,428 | $6.6M | Add +8.1% |
| AZO AutoZone Inc. | 1.53% | 1,921 | $6.5M | Reduce -16.2% |
| ZTS Zoetis Inc. | 1.47% | 49,930 | $6.3M | Reduce -7.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.46% | 21,391 | $6.2M | Add +12.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.42% | 118,579 | $6.0M | Reduce -2.4% |
| UL Unilever PLC-Sponsored ADR | 1.36% | 88,845 | $5.8M | Add +3.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.31% | 18,439 | $5.6M | Reduce -1.5% |
| URTH iShares MSCI World ETF | 1.25% | 28,764 | $5.3M | No change |
| EWG iShares MSCI Germany ETF | 1.17% | 117,464 | $5.0M | Add +14.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.07% | 9,108 | $4.6M | Add +0.8% |
| PYPL PayPal Holdings Inc. | 0.98% | 71,817 | $4.2M | Reduce -22.5% |
| RELX Relx PLC - Spon ADR | 0.97% | 102,584 | $4.1M | Add +10.0% |
| NVDA Nvidia Corp. | 0.93% | 21,288 | $4.0M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.87% | 5,609 | $3.7M | Reduce -1.6% |
| PPG PPG Industries Inc. | 0.84% | 34,824 | $3.6M | Reduce -22.9% |
| JNJ Johnson & Johnson | 0.83% | 17,147 | $3.5M | Reduce -1.3% |
| ANET Arista Networks Inc. | 0.78% | 25,431 | $3.3M | Reduce -1.2% |
| IWV iShares Russell 3000 ETF | 0.73% | 8,085 | $3.1M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.63% | 4,755 | $2.7M | Reduce -0.1% |
| CB Chubb Ltd. | 0.61% | 8,370 | $2.6M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.57% | 16,955 | $2.4M | Reduce -35.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.55% | 2,190 | $2.3M | Reduce -71.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 3,417 | $2.3M | Reduce -26.3% |
| GS Goldman Sachs Group Inc. | 0.54% | 2,633 | $2.3M | Add +2.2% |
| DEO Diageo PLC-Sponsored ADR | 0.53% | 25,966 | $2.2M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.51% | 7,086 | $2.2M | Add +1.1% |
| ACWI iShares MSCI Acwi ETF | 0.51% | 15,257 | $2.2M | Add +2.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.49% | 22,931 | $2.1M | Reduce -0.7% |
| CL Colgate-Palmolive Co. | 0.46% | 24,867 | $2.0M | Reduce -8.5% |
| PEP Pepsico Inc. | 0.45% | 13,312 | $1.9M | Reduce -9.3% |
| IVV iShares Core S&P 500 ETF | 0.44% | 2,739 | $1.9M | No change |
| IWM iShares Russell 2000 ETF | 0.42% | 7,348 | $1.8M | Add +2.1% |
| GHC Graham Holdings Co. Class B | 0.40% | 1,563 | $1.7M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 2,764 | $1.6M | Add +1.9% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 25,953 | $1.4M | Reduce -19.1% |
| RIO Rio Tinto PLC-Spon ADR | 0.32% | 17,209 | $1.4M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.31% | 1,249 | $1.3M | Add +11.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 15,762 | $1.3M | Add +14.2% |
| MU Micron Technology Inc. | 0.28% | 4,176 | $1.2M | Reduce -8.9% |
| IEF iShares 7-10 Year Treasury B | 0.25% | 10,990 | $1.1M | Add +2.2% |
| GOOG Alphabet Inc. Class C | 0.24% | 3,247 | $1.0M | Reduce -5.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 17,711 | $974K | Reduce -5.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 8,815 | $903K | Add +9.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,560 | $858K | Reduce -4.7% |
| CSCO Cisco Systems Inc. | 0.18% | 10,091 | $777K | Reduce -7.6% |
| SDY SS SPDR S&P Dividend ETF | 0.17% | 5,204 | $724K | Add +3.6% |
| BND Vanguard Total Bond Market | 0.17% | 9,498 | $704K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.13% | 4,666 | $562K | Reduce -0.9% |
| FNV Franco-Nevada Corp. | 0.13% | 2,700 | $560K | No change |
| VGK Vanguard Ftse Europe ETF | 0.13% | 6,687 | $559K | Reduce -36.2% |
| KO The Coca-Cola Co. | 0.12% | 7,357 | $514K | No change |
| CTVA Corteva Inc. | 0.12% | 7,672 | $514K | No change |
| WPM Wheaton Precious Metals Corp. | 0.12% | 4,200 | $494K | No change |
| SNY Sanofi-ADR | 0.11% | 9,409 | $456K | Reduce -15.9% |
| TIP iShares Tips Bond ETF | 0.10% | 3,882 | $427K | Add +8.8% |
| HDV iShares Core High Dividend E | 0.09% | 3,304 | $402K | No change |
| SKYY First Trust Cloud Computing | 0.09% | 2,933 | $382K | New |
| ABBV Abbvie Inc. | 0.09% | 1,633 | $373K | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 6,883 | $370K | Add +30.7% |
| FDN First Trust DJ Internet Ind | 0.08% | 1,330 | $358K | New |
| TCOM Trip.com Group Ltd.-ADR | 0.08% | 4,912 | $353K | No change |
| NEE Nextera Energy Inc. | 0.08% | 4,352 | $349K | No change |
| IWF iShares Russell 1000 Growth | 0.08% | 680 | $322K | Reduce -45.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.08% | 720 | $320K | No change |
| WTM White Mountains Insurance GP | 0.08% | 154 | $320K | No change |
| EWJ iShares MSCI Japan ETF | 0.07% | 3,750 | $303K | No change |
| IYW iShares Ustechnology ETF | 0.07% | 1,448 | $289K | No change |
| RTX RTX Corp. | 0.07% | 1,553 | $285K | Add +5.7% |
| MATX Matson Inc. | 0.07% | 2,300 | $284K | No change |
| VONG Vanguard Russell 1000 Growth | 0.06% | 2,226 | $271K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.06% | 3,758 | $269K | Add +11.8% |
| TTWO Take-Two Interactive Softwre | 0.06% | 1,046 | $268K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 805 | $259K | Reduce -20.5% |
| EPP iShares MSCI Pacific Ex Japa | 0.06% | 5,000 | $252K | No change |
| SCHA Schwab US Small-Cap ETF | 0.06% | 8,858 | $252K | No change |
| BX Blackstone Inc. | 0.05% | 1,503 | $232K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ASML ASML Holding NV-NY Reg SHS | Reduce -71.6% | 0.55% | −1.13 |
| VT Vanguard Tot World STK ETF | Reduce -21.8% | 5.40% | −1.09 |
| MSFT Microsoft Corp. | Reduce -16.8% | 4.28% | −1.02 |
| AZO AutoZone Inc. | Reduce -16.2% | 1.53% | −0.69 |
| GOOGL Alphabet Inc. Class A | Reduce -37.0% | 3.40% | −0.63 |
| ADP Automatic Data Processing | Reduce -8.3% | 2.14% | −0.42 |
| PYPL PayPal Holdings Inc. | Reduce -22.5% | 0.98% | −0.42 |
| GLD SPDR Gold Shares | Reduce -18.4% | 6.43% | −0.37 |
| PG The Procter & Gamble Co. | Reduce -35.5% | 0.57% | −0.34 |
| SYK Stryker Corp. | Reduce -11.2% | 2.37% | −0.33 |
| INTU Intuit Inc. | Reduce -15.2% | 1.92% | −0.33 |
| ZTS Zoetis Inc. | Reduce -7.9% | 1.47% | −0.32 |
| AMZN Amazon.com Inc. | Reduce -16.3% | 3.00% | −0.28 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -16.6% | 1.99% | −0.25 |
| PPG PPG Industries Inc. | Reduce -22.9% | 0.84% | −0.23 |
| DIS The Walt Disney Co. | Reduce -11.8% | 2.33% | −0.23 |
| MA Mastercard Inc. Class A | Reduce -13.0% | 2.07% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -26.3% | 0.55% | −0.15 |
| MDLZ Mondelez International Inc. Class A | Reduce -19.1% | 0.33% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.4% | 1.42% | −0.11 |
| V Visa Inc. Class A | Reduce -9.4% | 2.94% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.87% | −0.08 |
| MICC The Magnum Ice Cream Co. NV | Reduce -98.8% | 0.00% | −0.07 |
| ANET Arista Networks Inc. | Reduce -1.2% | 0.78% | −0.07 |
| VGK Vanguard Ftse Europe ETF | Reduce -36.2% | 0.13% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -45.6% | 0.08% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.2% | 0.53% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -8.5% | 0.46% | −0.03 |
| PEP Pepsico Inc. | Reduce -9.3% | 0.45% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.02 |
| SNY Sanofi-ADR | Reduce -15.9% | 0.11% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -20.5% | 0.06% | −0.01 |
| AVGO Broadcom Inc. | Reduce -75.0% | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -18.9% | 0.03% | −0.01 |
| DE Deere & Co. | Reduce -74.7% | 0.00% | −0.01 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.01 |
| ALEX Alexander & Baldwin Inc. | Sold out | 0.00% | −0.01 |
| C Citigroup Inc. | Sold out | 0.00% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -19.1% | 0.02% | −0.01 |
| FCX Freeport-McMoran Inc. | Reduce -86.6% | 0.00% | −0.01 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -29.7% | 0.01% | −0.00 |
| TJX TJX Companies Inc. | Reduce -62.3% | 0.00% | −0.00 |
| TRV The Travelers Cos Inc. | Reduce -61.3% | 0.00% | −0.00 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.00 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.00 |
| WMT Walmart Inc. | Reduce -17.5% | 0.03% | −0.00 |
| ABT Abbott Laboratories | Reduce -13.2% | 0.01% | −0.00 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| BKNG Booking Holdings Inc. | Add +377.9% | 2.66% | +2.12 |
| AVEM Avantis Emerging Markets Eq | Add +46973.8% | 1.82% | +1.82 |
| CME Cme Group Inc. | Add +70.9% | 1.55% | +0.69 |
| VPL Vanguard Ftse Pacific ETF | Add +6.8% | 2.41% | +0.30 |
| ACN Accenture PLC Class A | Add +8.1% | 1.54% | +0.28 |
| IAU iShares Gold Trust | Add +1.1% | 1.55% | +0.23 |
| EWG iShares MSCI Germany ETF | Add +14.4% | 1.17% | +0.21 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +12.9% | 1.46% | +0.20 |
| LLY Eli Lilly & Co. | Add +11.7% | 0.31% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 1.62% | +0.10 |
| SKYY First Trust Cloud Computing | New | 0.09% | +0.09 |
| CB Chubb Ltd. | Add +1.6% | 0.61% | +0.09 |
| FDN First Trust DJ Internet Ind | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +2.2% | 0.54% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +1.9% | 0.38% | +0.08 |
| UL Unilever PLC-Sponsored ADR | Add +3.3% | 1.36% | +0.07 |
| VONG Vanguard Russell 1000 Growth | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 1.07% | +0.05 |
| SHY iShares 1-3 Year Treasury Bo | Add +14.2% | 0.31% | +0.05 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.73% | +0.04 |
| ACWI iShares MSCI Acwi ETF | Add +2.2% | 0.51% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +2.1% | 0.42% | +0.03 |
| MCD McDonald's Corp. | Add +1.1% | 0.51% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +9.6% | 0.21% | +0.02 |
| SPGI S&P Global Inc. | Add +64.6% | 0.05% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +30.7% | 0.09% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +2.2% | 0.25% | +0.01 |
| ROP Roper Technologies Inc. | Add +64.4% | 0.04% | +0.01 |
| BBH Vaneck Biotech ETF | Add +16.9% | 0.04% | +0.01 |
| RTX RTX Corp. | Add +5.7% | 0.07% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +3.6% | 0.17% | +0.01 |
| TIP iShares Tips Bond ETF | Add +8.8% | 0.10% | +0.01 |
| APH Amphenol Corp. Class A | Add +10.4% | 0.04% | +0.01 |
| PID Invesco International Divide | New | 0.01% | +0.01 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.01% | +0.01 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | New | 0.01% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +12.8% | 0.05% | +0.01 |
| BND Vanguard Total Bond Market | Add +0.3% | 0.17% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +11.8% | 0.06% | +0.01 |
| ABBV Abbvie Inc. | Add +3.4% | 0.09% | +0.01 |
| NEM Newmont Corp. | New | 0.00% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +38.9% | 0.01% | +0.00 |
| WFC Wells Fargo & Co. | New | 0.00% | +0.00 |
| IBM Intl Business Machines Corp. | New | 0.00% | +0.00 |
| BLK BlackRock Inc. | New | 0.00% | +0.00 |
| MMM 3M Co. | New | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +312.0% | 0.00% | +0.00 |
| AFL Aflac Inc. | New | 0.00% | +0.00 |
| LMT Lockheed Martin Corp. | New | 0.00% | +0.00 |
| MET Metlife Inc. | Add +140.8% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 308 | $405.8M | GLD, VT, GDX, MSFT, GOOGL |
| Q4 2025 | 284 | $426.3M | GLD, VT, MSFT, GDX, GOOGL |
| Q3 2025 | 280 | $442.9M | GLD, VT, MSFT, GOOGL, AMZN |
| Q2 2025Amended | 237 | $394.5M | VT, GLD, MSFT, GOOGL, AMZN |
| Q1 2025Amended | 248 | $359.0M | VT, GLD, MSFT, V, GOOGL |
| Q4 2024 | 245 | $371.5M | VT, GLD, MSFT, GOOGL, AMZN |