Evelyn Partners Investment Management LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed December 11, 2025), Evelyn Partners Investment Management LLP reported 416 stock positions worth $3.1 billion. Its top holding was Microsoft (MSFT) at 8.2% of the portfolio, followed by Amazon.com (AMZN, 8.0%) and Alphabet Class A (GOOGL, 7.2%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065206
- Portfolio Value
- $3.1B (Q4 2024)
- SEC Filing
- 0001420506-25-003538 ↗ filed Dec 11, 2025
Holdings Value
Holdings 416 stocks · $3.1B
| MSFT Microsoft Corp. | 8.19% | 598,858 | $252.4M | — |
| AMZN Amazon.com Inc. | 8.05% | 1,130,120 | $247.9M | — |
| GOOGL Alphabet Inc. Class A | 7.16% | 1,165,450 | $220.6M | — |
| AAPL Apple Inc. | 3.93% | 483,503 | $121.1M | — |
| V Visa Inc. Class A | 3.89% | 379,598 | $120.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.62% | 246,150 | $111.6M | — |
| CRH CRH PLC | 3.60% | 1,198,827 | $110.9M | — |
| NVDA Nvidia Corp. | 3.48% | 798,825 | $107.3M | — |
| UNH Unitedhealth Group Inc. | 2.97% | 180,669 | $91.4M | — |
| SYK Stryker Corp. | 2.88% | 246,096 | $88.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.53% | 394,590 | $77.9M | — |
| TMO Thermo Fisher Scientific Inc. | 2.36% | 139,852 | $72.8M | — |
| CB Chubb Ltd. | 2.01% | 223,921 | $61.9M | — |
| ZTS Zoetis Inc. | 1.99% | 377,244 | $61.5M | — |
| JPM JPMorgan Chase & Co. | 1.79% | 229,458 | $55.0M | — |
| BKNG Booking Holdings Inc. | 1.77% | 10,972 | $54.5M | — |
| SW Smurfit Westrock PLC | 1.49% | 850,281 | $45.8M | — |
| META Meta Platforms Inc. Class A | 1.47% | 77,227 | $45.2M | — |
| KO The Coca-Cola Co. | 1.46% | 724,962 | $45.1M | — |
| MCD McDonald's Corp. | 1.42% | 151,201 | $43.8M | — |
| IEX Idex Corp. | 1.33% | 196,292 | $41.1M | — |
| GS Goldman Sachs Group Inc. | 1.32% | 71,141 | $40.7M | — |
| MA Mastercard Inc. Class A | 1.17% | 68,708 | $36.2M | — |
| LIN Linde PLC | 1.06% | 77,804 | $32.6M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.00% | 698,979 | $30.7M | — |
| DHR Danaher Corp. | 0.97% | 129,659 | $29.8M | — |
| GOOG Alphabet Inc. Class C | 0.93% | 150,682 | $28.7M | — |
| ACN Accenture PLC Class A | 0.88% | 77,194 | $27.2M | — |
| BUR Burford Capital Ltd. | 0.86% | 2,039,116 | $26.4M | — |
| NDAQ Nasdaq Inc. | 0.81% | 324,443 | $25.1M | — |
| BX Blackstone Inc. | 0.81% | 144,559 | $24.9M | — |
| NEE Nextera Energy Inc. | 0.81% | 347,533 | $24.9M | — |
| WMT Walmart Inc. | 0.80% | 272,111 | $24.6M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.76% | 193,482 | $23.4M | — |
| JNJ Johnson & Johnson | 0.75% | 159,902 | $23.1M | — |
| PG The Procter & Gamble Co. | 0.74% | 135,679 | $22.7M | — |
| AZO AutoZone Inc. | 0.73% | 7,043 | $22.6M | — |
| PEP Pepsico Inc. | 0.64% | 130,157 | $19.8M | — |
| CVX Chevron Corp. | 0.60% | 128,698 | $18.6M | — |
| SPGI S&P Global Inc. | 0.57% | 35,380 | $17.6M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 155,263 | $17.3M | — |
| AMT American Tower Corp. | 0.55% | 92,551 | $17.0M | — |
| CEF Sprott Physical Gold and Sil | 0.54% | 704,928 | $16.7M | — |
| FCX Freeport-McMoran Inc. | 0.54% | 438,798 | $16.7M | — |
| ISRG Intuitive Surgical Inc. | 0.52% | 30,641 | $16.0M | — |
| CDNS Cadence Design SYS Inc. | 0.47% | 48,269 | $14.5M | — |
| GEHC GE Healthcare Technology | 0.46% | 182,931 | $14.3M | — |
| AEM Agnico Eagle Mines Ltd. | 0.46% | 180,234 | $14.1M | — |
| MKL Markel Group Inc. | 0.41% | 7,266 | $12.5M | — |
| NFLX Netflix Inc. | 0.39% | 13,615 | $12.1M | — |
| INTU Intuit Inc. | 0.35% | 17,113 | $10.8M | — |
| COST Costco Wholesale Corp. | 0.34% | 11,319 | $10.4M | — |
| ROP Roper Technologies Inc. | 0.34% | 19,936 | $10.4M | — |
| FERG Ferguson Enterprises Inc. | 0.33% | 58,283 | $10.1M | — |
| RACE Ferrari NV | 0.33% | 23,775 | $10.1M | — |
| MDLZ Mondelez International Inc. Class A | 0.33% | 168,628 | $10.1M | — |
| ADBE Adobe Inc. | 0.33% | 22,567 | $10.0M | — |
| BDX Becton Dickinson and Co. | 0.30% | 40,705 | $9.2M | — |
| HON Honeywell International Inc. | 0.30% | 40,568 | $9.2M | — |
| ABT Abbott Laboratories | 0.28% | 76,143 | $8.6M | — |
| NEM Newmont Corp. | 0.28% | 230,772 | $8.6M | — |
| XOM Exxon Mobil Corp. | 0.27% | 75,969 | $8.2M | — |
| AWK American Water Works Co. Inc. | 0.26% | 65,089 | $8.1M | — |
| DE Deere & Co. | 0.26% | 19,078 | $8.1M | — |
| CRM Salesforce Inc. | 0.26% | 24,029 | $8.0M | — |
| PLD Prologis Inc. | 0.22% | 63,812 | $6.7M | — |
| CME Cme Group Inc. | 0.22% | 29,014 | $6.7M | — |
| CSCO Cisco Systems Inc. | 0.22% | 113,406 | $6.7M | — |
| ETN Eaton Corp. PLC | 0.20% | 18,198 | $6.0M | — |
| PANW Palo Alto Networks Inc. | 0.19% | 32,473 | $5.9M | — |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.17% | 28,062 | $5.3M | — |
| FLUT Flutter Entertainment PLC-Di | 0.17% | 19,890 | $5.1M | — |
| ANET Arista Networks Inc. | 0.15% | 42,886 | $4.7M | — |
| GLD SPDR Gold Shares | 0.15% | 19,522 | $4.7M | — |
| MRSH Marsh & McLennan Cos | 0.15% | 21,293 | $4.5M | — |
| RY Royal Bank of Canada | 0.14% | 36,489 | $4.4M | — |
| SHW The Sherwin-Williams Co. | 0.14% | 12,861 | $4.4M | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.14% | 112,531 | $4.3M | — |
| VZ Verizon Communications Inc. | 0.13% | 101,423 | $4.1M | — |
| MSCI MSCI Inc. | 0.13% | 6,717 | $4.0M | — |
| APTV Aptiv PLC | 0.13% | 64,863 | $3.9M | — |
| APD Air Products & Chemicals Inc. | 0.11% | 11,162 | $3.2M | — |
| CL Colgate-Palmolive Co. | 0.10% | 34,904 | $3.2M | — |
| WMB Williams Cos Inc. | 0.10% | 58,510 | $3.2M | — |
| JEF Jefferies Financial Group Inc. | 0.10% | 39,768 | $3.1M | — |
| RTX RTX Corp. | 0.10% | 26,761 | $3.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 5,133 | $3.0M | — |
| LLY Eli Lilly & Co. | 0.10% | 3,856 | $3.0M | — |
| TSLA Tesla Inc. | 0.09% | 7,224 | $2.9M | — |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 47,886 | $2.9M | — |
| DOV Dover Corp. | 0.09% | 15,029 | $2.8M | — |
| LHX L3HARRIS Technologies Inc. | 0.09% | 13,408 | $2.8M | — |
| MLM Martin Marietta Materials | 0.09% | 5,285 | $2.7M | — |
| CP Canadian Pacific Kansas City | 0.08% | 35,945 | $2.6M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 10,348 | $2.3M | — |
| CARR Carrier Global Corp. | 0.07% | 31,775 | $2.2M | — |
| NKE Nike Inc. Class B | 0.07% | 28,124 | $2.1M | — |
| TD Toronto-Dominion Bank | 0.06% | 37,024 | $2.0M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 5,745 | $2.0M | — |
| ADP Automatic Data Processing | 0.06% | 6,611 | $1.9M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 410 | $3.7B | AZN, MSFT, AMZN, GOOGL, NVDA |
| Q4 2025 | 413 | $3.6B | MSFT, GOOGL, AMZN, NVDA, BRK.B |
| Q3 2025 | 409 | $3.5B | MSFT, AMZN, GOOGL, NVDA, TSM |
| Q2 2025Amended | 415 | $3.3B | MSFT, AMZN, GOOGL, NVDA, V |
| Q1 2025Amended | 420 | $3.0B | MSFT, AMZN, GOOGL, BRK.B, V |
| Q4 2024 | 416 | $3.1B | MSFT, AMZN, GOOGL, AAPL, V |