Evelyn Partners Investment Management LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed December 8, 2025), Evelyn Partners Investment Management LLP reported 420 stock positions worth $3.0 billion. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Amazon.com (AMZN, 7.3%) and Alphabet Class A (GOOGL, 6.0%). Compared with Q4 2024, it opened 18 new positions, sold out of 15, added to 74 and reduced 121. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Alphabet Class A (GOOGL, shares −1%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065206
- Portfolio Value
- $3.0B (Q1 2025)
- SEC Filing
- 0001420506-25-003530 ↗ filed Dec 8, 2025
Holdings Value
Holdings 420 stocks · $3.0B
| MSFT Microsoft Corp. | 7.58% | 606,366 | $227.6M | Add +1.3% |
| AMZN Amazon.com Inc. | 7.31% | 1,153,607 | $219.5M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 5.97% | 1,158,895 | $179.2M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.42% | 249,076 | $132.7M | Add +1.2% |
| V Visa Inc. Class A | 4.34% | 371,658 | $130.3M | Reduce -2.1% |
| AAPL Apple Inc. | 3.49% | 471,853 | $104.8M | Reduce -2.4% |
| CRH CRH PLC | 3.45% | 1,175,962 | $103.4M | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 3.32% | 190,396 | $99.7M | Add +5.4% |
| NVDA Nvidia Corp. | 3.06% | 846,680 | $91.8M | Add +6.0% |
| SYK Stryker Corp. | 3.05% | 245,952 | $91.6M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 2.42% | 146,243 | $72.8M | Add +4.6% |
| CB Chubb Ltd. | 2.37% | 235,585 | $71.1M | Add +5.2% |
| TSM Taiwan Semiconductor-SP ADR | 2.31% | 418,713 | $69.5M | Add +6.1% |
| ZTS Zoetis Inc. | 2.20% | 400,425 | $65.9M | Add +6.1% |
| JPM JPMorgan Chase & Co. | 2.05% | 251,310 | $61.6M | Add +9.5% |
| KO The Coca-Cola Co. | 1.79% | 750,497 | $53.8M | Add +3.5% |
| BKNG Booking Holdings Inc. | 1.72% | 11,228 | $51.7M | Add +2.3% |
| META Meta Platforms Inc. Class A | 1.59% | 82,942 | $47.8M | Add +7.4% |
| MCD McDonald's Corp. | 1.52% | 145,726 | $45.5M | Reduce -3.6% |
| LIN Linde PLC | 1.24% | 80,223 | $37.4M | Add +3.1% |
| SW Smurfit Westrock PLC | 1.24% | 828,599 | $37.3M | Reduce -2.5% |
| MA Mastercard Inc. Class A | 1.22% | 66,891 | $36.7M | Reduce -2.6% |
| GS Goldman Sachs Group Inc. | 1.22% | 66,932 | $36.6M | Reduce -5.9% |
| IEX Idex Corp. | 1.14% | 188,359 | $34.1M | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 701,130 | $29.3M | Add +0.3% |
| NDAQ Nasdaq Inc. | 0.96% | 379,210 | $28.8M | Add +16.9% |
| AZO AutoZone Inc. | 0.96% | 7,529 | $28.7M | Add +6.9% |
| DHR Danaher Corp. | 0.89% | 129,851 | $26.6M | Add +0.1% |
| JNJ Johnson & Johnson | 0.87% | 156,815 | $26.0M | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.82% | 348,809 | $24.7M | Add +0.4% |
| BUR Burford Capital Ltd. | 0.81% | 1,845,931 | $24.4M | Reduce -9.5% |
| GOOG Alphabet Inc. Class C | 0.79% | 152,002 | $23.7M | Add +0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.79% | 194,279 | $23.7M | Add +0.4% |
| ACN Accenture PLC Class A | 0.78% | 75,413 | $23.5M | Reduce -2.3% |
| WMT Walmart Inc. | 0.76% | 260,277 | $22.8M | Reduce -4.3% |
| PG The Procter & Gamble Co. | 0.75% | 131,495 | $22.4M | Reduce -3.1% |
| BX Blackstone Inc. | 0.70% | 150,632 | $21.1M | Add +4.2% |
| CEF Sprott Physical Gold and Sil | 0.68% | 719,755 | $20.4M | Add +2.1% |
| AMT American Tower Corp. | 0.65% | 89,518 | $19.5M | Reduce -3.3% |
| CVX Chevron Corp. | 0.63% | 113,333 | $19.0M | Reduce -11.9% |
| SPGI S&P Global Inc. | 0.62% | 36,623 | $18.6M | Add +3.5% |
| AEM Agnico Eagle Mines Ltd. | 0.59% | 163,993 | $17.8M | Reduce -9.0% |
| PEP Pepsico Inc. | 0.58% | 117,109 | $17.6M | Reduce -10.0% |
| ISRG Intuitive Surgical Inc. | 0.58% | 35,416 | $17.5M | Add +15.6% |
| GEHC GE Healthcare Technology | 0.55% | 202,804 | $16.4M | Add +10.9% |
| FCX Freeport-McMoran Inc. | 0.52% | 413,561 | $15.7M | Reduce -5.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 141,196 | $13.9M | Reduce -9.1% |
| MKL Markel Group Inc. | 0.46% | 7,386 | $13.8M | Add +1.6% |
| ROP Roper Technologies Inc. | 0.43% | 22,109 | $13.0M | Add +10.9% |
| CDNS Cadence Design SYS Inc. | 0.43% | 50,415 | $12.8M | Add +4.5% |
| NFLX Netflix Inc. | 0.42% | 13,677 | $12.8M | Add +0.5% |
| INTU Intuit Inc. | 0.40% | 19,695 | $12.1M | Add +15.1% |
| MDLZ Mondelez International Inc. Class A | 0.38% | 166,297 | $11.3M | Reduce -1.4% |
| NEM Newmont Corp. | 0.36% | 221,215 | $10.7M | Reduce -4.1% |
| RACE Ferrari NV | 0.34% | 23,653 | $10.1M | Reduce -0.5% |
| DE Deere & Co. | 0.32% | 20,412 | $9.6M | Add +7.0% |
| AWK American Water Works Co. Inc. | 0.32% | 64,558 | $9.5M | Reduce -0.8% |
| FERG Ferguson Enterprises Inc. | 0.31% | 58,167 | $9.3M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.31% | 9,776 | $9.2M | Reduce -13.6% |
| XOM Exxon Mobil Corp. | 0.28% | 70,732 | $8.4M | Reduce -6.9% |
| CSCO Cisco Systems Inc. | 0.28% | 135,686 | $8.4M | Add +19.6% |
| ABT Abbott Laboratories | 0.28% | 63,066 | $8.4M | Reduce -17.2% |
| HON Honeywell International Inc. | 0.27% | 38,504 | $8.2M | Reduce -5.1% |
| CME Cme Group Inc. | 0.27% | 30,663 | $8.1M | Add +5.7% |
| PLD Prologis Inc. | 0.24% | 64,283 | $7.2M | Add +0.7% |
| CRM Salesforce Inc. | 0.22% | 24,976 | $6.7M | Add +3.9% |
| ADBE Adobe Inc. | 0.22% | 16,843 | $6.5M | Reduce -25.4% |
| ETN Eaton Corp. PLC | 0.21% | 22,665 | $6.2M | Add +24.6% |
| PANW Palo Alto Networks Inc. | 0.20% | 35,126 | $6.0M | Add +8.2% |
| GLD SPDR Gold Shares | 0.19% | 19,537 | $5.6M | Add +0.1% |
| ANET Arista Networks Inc. | 0.17% | 46,882 | $5.2M | Add +9.3% |
| MRSH Marsh & McLennan Cos | 0.17% | 20,960 | $5.1M | Reduce -1.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.17% | 120,542 | $5.0M | Add +7.1% |
| FLUT Flutter Entertainment PLC-Di | 0.16% | 21,520 | $4.8M | Add +8.2% |
| SHW The Sherwin-Williams Co. | 0.15% | 13,097 | $4.6M | Add +1.8% |
| VZ Verizon Communications Inc. | 0.15% | 99,627 | $4.5M | Reduce -1.8% |
| IP International Paper Co. | 0.14% | 79,549 | $4.2M | New |
| RY Royal Bank of Canada | 0.14% | 36,364 | $4.1M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.13% | 4,888 | $4.0M | Add +26.8% |
| WMB Williams Cos Inc. | 0.13% | 64,988 | $3.9M | Add +11.1% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.12% | 27,698 | $3.7M | Reduce -1.3% |
| WPM Wheaton Precious Metals Corp. | 0.12% | 47,838 | $3.7M | Add +46.9% |
| BDX Becton Dickinson and Co. | 0.12% | 16,103 | $3.7M | Reduce -60.4% |
| MSCI MSCI Inc. | 0.12% | 6,405 | $3.6M | Reduce -4.6% |
| CL Colgate-Palmolive Co. | 0.11% | 34,641 | $3.2M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 5,427 | $3.0M | Add +5.7% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 14,083 | $2.9M | Add +5.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 34,415 | $2.9M | Add +3661.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 5,995 | $2.8M | Add +502.5% |
| MLM Martin Marietta Materials | 0.08% | 5,298 | $2.5M | Add +0.3% |
| CP Canadian Pacific Kansas City | 0.08% | 34,467 | $2.4M | Reduce -4.1% |
| DOV Dover Corp. | 0.08% | 13,727 | $2.4M | Reduce -8.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 9,630 | $2.4M | Reduce -6.9% |
| RTX RTX Corp. | 0.08% | 17,742 | $2.4M | Reduce -33.7% |
| TPL Texas Pacific Land Corp. | 0.08% | 1,735 | $2.3M | Add +27.6% |
| CMG Chipotle Mexican Grill Inc. | 0.07% | 44,486 | $2.2M | Reduce -7.1% |
| CARR Carrier Global Corp. | 0.07% | 35,110 | $2.2M | Add +10.5% |
| TD Toronto-Dominion Bank | 0.07% | 36,024 | $2.2M | Reduce -2.7% |
| JEF Jefferies Financial Group Inc. | 0.07% | 38,888 | $2.1M | Reduce -2.2% |
| APTV Aptiv PLC | 0.07% | 34,526 | $2.1M | Reduce -46.8% |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 5.97% | −1.19 |
| AAPL Apple Inc. | Reduce -2.4% | 3.49% | −0.44 |
| SW Smurfit Westrock PLC | Reduce -2.5% | 1.24% | −0.24 |
| IEX Idex Corp. | Reduce -4.0% | 1.14% | −0.20 |
| BDX Becton Dickinson and Co. | Reduce -60.4% | 0.12% | −0.18 |
| CRH CRH PLC | Reduce -1.9% | 3.45% | −0.15 |
| ADBE Adobe Inc. | Reduce -25.4% | 0.22% | −0.11 |
| GS Goldman Sachs Group Inc. | Reduce -5.9% | 1.22% | −0.10 |
| ACN Accenture PLC Class A | Reduce -2.3% | 0.78% | −0.10 |
| DIS The Walt Disney Co. | Reduce -9.1% | 0.46% | −0.10 |
| APTV Aptiv PLC | Reduce -46.8% | 0.07% | −0.06 |
| PEP Pepsico Inc. | Reduce -10.0% | 0.58% | −0.06 |
| HRI Herc Holdings Inc. | Reduce -1.3% | 0.12% | −0.05 |
| BUR Burford Capital Ltd. | Reduce -9.5% | 0.81% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -45.7% | 0.06% | −0.05 |
| TSLA Tesla Inc. | Reduce -8.2% | 0.06% | −0.04 |
| WMT Walmart Inc. | Reduce -4.3% | 0.76% | −0.04 |
| JEF Jefferies Financial Group Inc. | Reduce -2.2% | 0.07% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -13.6% | 0.31% | −0.03 |
| HON Honeywell International Inc. | Reduce -5.1% | 0.27% | −0.03 |
| RTX RTX Corp. | Reduce -33.7% | 0.08% | −0.02 |
| FCX Freeport-McMoran Inc. | Reduce -5.8% | 0.52% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -7.1% | 0.07% | −0.02 |
| FERG Ferguson Enterprises Inc. | Reduce -0.2% | 0.31% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -13.6% | 0.04% | −0.02 |
| ARE Alexandria Real Estate Equit | Reduce -40.3% | 0.02% | −0.01 |
| CCJ Cameco Corp. | Reduce -29.6% | 0.02% | −0.01 |
| NKE Nike Inc. Class B | Reduce -3.4% | 0.06% | −0.01 |
| DOV Dover Corp. | Reduce -8.7% | 0.08% | −0.01 |
| PFE Pfizer Inc. | Reduce -14.8% | 0.05% | −0.01 |
| BF.B Brown-Forman Corp. Class B | Reduce -57.3% | 0.01% | −0.01 |
| MSCI MSCI Inc. | Reduce -4.6% | 0.12% | −0.01 |
| O Realty Income Corp. | Sold out | 0.00% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -21.4% | 0.02% | −0.01 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.01 |
| EL Estee Lauder Companies Class A | Reduce -19.5% | 0.02% | −0.01 |
| RY Royal Bank of Canada | Reduce -0.3% | 0.14% | −0.01 |
| T AT&T Inc. | Reduce -31.8% | 0.04% | −0.01 |
| ILMN Illumina Inc. | Reduce -14.0% | 0.01% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -49.8% | 0.01% | −0.01 |
| CAT Caterpillar Inc. | Reduce -1.8% | 0.05% | −0.01 |
| ACGL Arch Capital Group Ltd. | Reduce -80.6% | 0.00% | −0.01 |
| EQIX Equinix Inc. | Reduce -6.9% | 0.02% | −0.00 |
| BLK BlackRock Inc. | Reduce -4.9% | 0.04% | −0.00 |
| AXP American Express Co. | Reduce -1.6% | 0.04% | −0.00 |
| CP Canadian Pacific Kansas City | Reduce -4.1% | 0.08% | −0.00 |
| MS Morgan Stanley | Reduce -1.6% | 0.05% | −0.00 |
| HD Home Depot Inc. | Reduce -8.6% | 0.02% | −0.00 |
| EMR Emerson Electric Co. | Reduce -22.0% | 0.01% | −0.00 |
| MAR Marriott International Class A | Reduce -2.7% | 0.01% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 4.42% | +0.80 |
| CB Chubb Ltd. | Add +5.2% | 2.37% | +0.36 |
| UNH Unitedhealth Group Inc. | Add +5.4% | 3.32% | +0.35 |
| KO The Coca-Cola Co. | Add +3.5% | 1.79% | +0.33 |
| JPM JPMorgan Chase & Co. | Add +9.5% | 2.05% | +0.27 |
| AZO AutoZone Inc. | Add +6.9% | 0.96% | +0.22 |
| ZTS Zoetis Inc. | Add +6.1% | 2.20% | +0.20 |
| LIN Linde PLC | Add +3.1% | 1.24% | +0.19 |
| NDAQ Nasdaq Inc. | Add +16.9% | 0.96% | +0.14 |
| IP International Paper Co. | New | 0.14% | +0.14 |
| CEF Sprott Physical Gold and Sil | Add +2.1% | 0.68% | +0.14 |
| META Meta Platforms Inc. Class A | Add +7.4% | 1.59% | +0.12 |
| ROP Roper Technologies Inc. | Add +10.9% | 0.43% | +0.10 |
| BNY Bank of New York Mellon Corp. | Add +3661.2% | 0.10% | +0.09 |
| GEHC GE Healthcare Technology | Add +10.9% | 0.55% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +502.5% | 0.09% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +15.6% | 0.58% | +0.07 |
| WPM Wheaton Precious Metals Corp. | Add +46.9% | 0.12% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +4.6% | 2.42% | +0.06 |
| CSCO Cisco Systems Inc. | Add +19.6% | 0.28% | +0.06 |
| KEX Kirby Corp. | Add +9922.9% | 0.06% | +0.06 |
| DE Deere & Co. | Add +7.0% | 0.32% | +0.06 |
| INTU Intuit Inc. | Add +15.1% | 0.40% | +0.05 |
| MKL Markel Group Inc. | Add +1.6% | 0.46% | +0.05 |
| CME Cme Group Inc. | Add +5.7% | 0.27% | +0.05 |
| SPGI S&P Global Inc. | Add +3.5% | 0.62% | +0.05 |
| LLY Eli Lilly & Co. | Add +26.8% | 0.13% | +0.04 |
| GLD SPDR Gold Shares | Add +0.1% | 0.19% | +0.03 |
| NFLX Netflix Inc. | Add +0.5% | 0.42% | +0.03 |
| TJX TJX Companies Inc. | Add +0.4% | 0.79% | +0.03 |
| SLB SLB Ltd. | Add +7.1% | 0.17% | +0.03 |
| TPL Texas Pacific Land Corp. | Add +27.6% | 0.08% | +0.03 |
| WMB Williams Cos Inc. | Add +11.1% | 0.13% | +0.03 |
| PLD Prologis Inc. | Add +0.7% | 0.24% | +0.02 |
| ANET Arista Networks Inc. | Add +9.3% | 0.17% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.4% | 0.82% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +1.8% | 0.15% | +0.01 |
| ETN Eaton Corp. PLC | Add +24.6% | 0.21% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +8.2% | 0.20% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +5.0% | 0.10% | +0.01 |
| VGK Vanguard Ftse Europe ETF | Add +141.5% | 0.01% | +0.01 |
| LOW Lowe's Cos Inc. | Add +13.7% | 0.06% | +0.01 |
| IBKR Interactive Brokers Gro Class A | Add +18.7% | 0.04% | +0.01 |
| VT Vanguard Tot World STK ETF | New | 0.00% | +0.00 |
| NRDS Nerdwallet Inc. Class A | New | 0.00% | +0.00 |
| CARR Carrier Global Corp. | Add +10.5% | 0.07% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.7% | 0.10% | +0.00 |
| EPP iShares MSCI Pacific Ex Japa | New | 0.00% | +0.00 |
| URTH iShares MSCI World ETF | Add +13.2% | 0.02% | +0.00 |
| AAXJ iShares MSCI All Country Asi | New | 0.00% | +0.00 |
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 |