Evelyn Partners Investment Management LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed November 26, 2025), Evelyn Partners Investment Management LLP reported 415 stock positions worth $3.3 billion. Its top holding was Microsoft (MSFT) at 10.1% of the portfolio, followed by Amazon.com (AMZN, 7.9%) and Alphabet Class A (GOOGL, 6.2%). Compared with Q1 2025, it opened 17 new positions, sold out of 23, added to 79 and reduced 112. The biggest buy was Microsoft (MSFT, shares +10%) and the biggest sale Unitedhealth (UNH, shares −5%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065206
- Portfolio Value
- $3.3B (Q2 2025)
- SEC Filing
- 0001420506-25-003504 ↗ filed Nov 26, 2025
Holdings Value
Holdings 415 stocks · $3.3B
| MSFT Microsoft Corp. | 10.12% | 665,330 | $330.9M | Add +9.7% |
| AMZN Amazon.com Inc. | 7.95% | 1,184,060 | $259.8M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 6.16% | 1,143,713 | $201.6M | Reduce -1.3% |
| NVDA Nvidia Corp. | 4.10% | 847,856 | $134.0M | Add +0.1% |
| V Visa Inc. Class A | 3.84% | 353,888 | $125.6M | Reduce -4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.65% | 245,347 | $119.2M | Reduce -1.5% |
| CRH CRH PLC | 3.12% | 1,111,432 | $102.0M | Reduce -5.5% |
| TSM Taiwan Semiconductor-SP ADR | 3.08% | 444,497 | $100.7M | Add +6.2% |
| SYK Stryker Corp. | 3.04% | 251,099 | $99.3M | Add +2.1% |
| AAPL Apple Inc. | 2.62% | 417,383 | $85.6M | Reduce -11.5% |
| JPM JPMorgan Chase & Co. | 2.46% | 277,925 | $80.6M | Add +10.6% |
| CB Chubb Ltd. | 2.19% | 247,638 | $71.7M | Add +5.1% |
| BKNG Booking Holdings Inc. | 2.06% | 11,645 | $67.4M | Add +3.7% |
| META Meta Platforms Inc. Class A | 2.03% | 89,947 | $66.4M | Add +8.4% |
| ZTS Zoetis Inc. | 1.94% | 406,739 | $63.4M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 1.73% | 181,060 | $56.5M | Reduce -4.9% |
| KO The Coca-Cola Co. | 1.68% | 776,903 | $55.0M | Add +3.5% |
| TMO Thermo Fisher Scientific Inc. | 1.33% | 106,930 | $43.4M | Reduce -26.9% |
| MA Mastercard Inc. Class A | 1.21% | 70,224 | $39.5M | Add +5.0% |
| SPGI S&P Global Inc. | 1.20% | 74,443 | $39.3M | Add +103.3% |
| LIN Linde PLC | 1.18% | 81,921 | $38.4M | Add +2.1% |
| NDAQ Nasdaq Inc. | 1.14% | 416,447 | $37.2M | Add +9.8% |
| MCD McDonald's Corp. | 1.08% | 120,935 | $35.3M | Reduce -17.0% |
| SW Smurfit Westrock PLC | 1.03% | 778,678 | $33.6M | Reduce -6.0% |
| AZO AutoZone Inc. | 1.03% | 9,035 | $33.5M | Add +20.0% |
| GS Goldman Sachs Group Inc. | 1.02% | 46,920 | $33.2M | Reduce -29.9% |
| IEX Idex Corp. | 0.95% | 177,001 | $31.1M | Reduce -6.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.91% | 627,342 | $29.7M | Reduce -10.5% |
| RACE Ferrari NV | 0.91% | 60,521 | $29.7M | Add +155.9% |
| GOOG Alphabet Inc. Class C | 0.83% | 152,350 | $27.0M | Add +0.2% |
| DHR Danaher Corp. | 0.78% | 128,346 | $25.4M | Reduce -1.2% |
| NEE Nextera Energy Inc. | 0.77% | 364,494 | $25.3M | Add +4.5% |
| WMT Walmart Inc. | 0.75% | 251,721 | $24.6M | Reduce -3.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.74% | 196,078 | $24.2M | Add +0.9% |
| JNJ Johnson & Johnson | 0.72% | 153,127 | $23.4M | Reduce -2.4% |
| CEF Sprott Physical Gold and Sil | 0.70% | 758,413 | $22.8M | Add +5.4% |
| BX Blackstone Inc. | 0.70% | 152,562 | $22.8M | Add +1.3% |
| ACN Accenture PLC Class A | 0.68% | 74,797 | $22.4M | Reduce -0.8% |
| ROP Roper Technologies Inc. | 0.68% | 39,276 | $22.3M | Add +77.7% |
| BUR Burford Capital Ltd. | 0.67% | 1,870,060 | $21.9M | Add +1.3% |
| ISRG Intuitive Surgical Inc. | 0.65% | 38,851 | $21.1M | Add +9.7% |
| PG The Procter & Gamble Co. | 0.64% | 131,780 | $21.0M | Add +0.2% |
| NFLX Netflix Inc. | 0.62% | 15,090 | $20.2M | Add +10.3% |
| AMT American Tower Corp. | 0.58% | 86,177 | $19.0M | Reduce -3.7% |
| AEM Agnico Eagle Mines Ltd. | 0.57% | 157,207 | $18.7M | Reduce -4.1% |
| INTU Intuit Inc. | 0.55% | 22,693 | $17.9M | Add +15.2% |
| FCX Freeport-McMoran Inc. | 0.50% | 375,838 | $16.3M | Reduce -9.1% |
| GEHC GE Healthcare Technology | 0.49% | 216,643 | $16.0M | Add +6.8% |
| CVX Chevron Corp. | 0.48% | 109,066 | $15.6M | Reduce -3.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 123,550 | $15.3M | Reduce -12.5% |
| MKL Markel Group Inc. | 0.46% | 7,574 | $15.1M | Add +2.5% |
| NEM Newmont Corp. | 0.36% | 204,162 | $11.9M | Reduce -7.7% |
| FERG Ferguson Enterprises Inc. | 0.36% | 54,265 | $11.8M | Reduce -6.7% |
| DE Deere & Co. | 0.31% | 20,009 | $10.2M | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.31% | 146,034 | $10.1M | Add +7.6% |
| COST Costco Wholesale Corp. | 0.31% | 10,085 | $10.0M | Add +3.2% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 143,656 | $9.7M | Reduce -13.6% |
| PEP Pepsico Inc. | 0.29% | 72,596 | $9.6M | Reduce -38.0% |
| CDNS Cadence Design SYS Inc. | 0.29% | 31,104 | $9.6M | Reduce -38.3% |
| APH Amphenol Corp. Class A | 0.27% | 89,500 | $8.8M | Add +4265.9% |
| ABT Abbott Laboratories | 0.27% | 63,987 | $8.7M | Add +1.5% |
| AWK American Water Works Co. Inc. | 0.26% | 62,245 | $8.7M | Reduce -3.6% |
| ETN Eaton Corp. PLC | 0.26% | 23,934 | $8.5M | Add +5.6% |
| CME Cme Group Inc. | 0.23% | 27,405 | $7.6M | Reduce -10.6% |
| XOM Exxon Mobil Corp. | 0.23% | 69,846 | $7.5M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 0.23% | 36,271 | $7.4M | Add +3.3% |
| HON Honeywell International Inc. | 0.23% | 31,666 | $7.4M | Reduce -17.8% |
| IBKR Interactive Brokers Gro Class A | 0.22% | 131,042 | $7.3M | Add +7.0% |
| CRM Salesforce Inc. | 0.22% | 26,122 | $7.1M | Add +4.6% |
| PLD Prologis Inc. | 0.20% | 62,310 | $6.6M | Reduce -3.1% |
| FLUT Flutter Entertainment PLC-Di | 0.20% | 22,723 | $6.5M | Add +5.6% |
| GLD SPDR Gold Shares | 0.18% | 19,387 | $5.9M | Reduce -0.8% |
| WPM Wheaton Precious Metals Corp. | 0.15% | 54,774 | $4.9M | Add +14.5% |
| ANET Arista Networks Inc. | 0.15% | 47,350 | $4.8M | Add +1.0% |
| RY Royal Bank of Canada | 0.14% | 35,614 | $4.7M | Reduce -2.1% |
| VZ Verizon Communications Inc. | 0.13% | 97,386 | $4.2M | Reduce -2.3% |
| ADBE Adobe Inc. | 0.12% | 10,443 | $4.0M | Reduce -38.0% |
| LLY Eli Lilly & Co. | 0.12% | 5,113 | $4.0M | Add +4.6% |
| WMB Williams Cos Inc. | 0.12% | 63,326 | $4.0M | Reduce -2.6% |
| MRSH Marsh & McLennan Cos | 0.12% | 17,830 | $3.9M | Reduce -14.9% |
| SHW The Sherwin-Williams Co. | 0.12% | 11,012 | $3.8M | Reduce -15.9% |
| LHX L3HARRIS Technologies Inc. | 0.12% | 14,999 | $3.8M | Add +6.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.11% | 102,143 | $3.5M | Reduce -15.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 5,995 | $3.3M | No change |
| IP International Paper Co. | 0.10% | 69,112 | $3.2M | Reduce -13.1% |
| MSCI MSCI Inc. | 0.10% | 5,610 | $3.2M | Reduce -12.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 34,415 | $3.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 5,059 | $3.1M | Reduce -6.8% |
| CL Colgate-Palmolive Co. | 0.09% | 34,061 | $3.1M | Reduce -1.7% |
| CP Canadian Pacific Kansas City | 0.09% | 38,756 | $3.1M | Add +12.4% |
| MLM Martin Marietta Materials | 0.09% | 5,298 | $2.9M | No change |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.09% | 21,738 | $2.9M | Reduce -21.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 5,450 | $2.8M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 9,350 | $2.8M | Reduce -2.9% |
| TD Toronto-Dominion Bank | 0.08% | 35,899 | $2.6M | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 0.08% | 15,295 | $2.6M | Reduce -5.0% |
| RTX RTX Corp. | 0.08% | 17,742 | $2.6M | No change |
| CARR Carrier Global Corp. | 0.08% | 33,790 | $2.5M | Reduce -3.8% |
| C Citigroup Inc. | 0.07% | 26,804 | $2.3M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.07% | 39,586 | $2.2M | Reduce -11.0% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -4.9% | 1.73% | −1.59 |
| TMO Thermo Fisher Scientific Inc. | Reduce -26.9% | 1.33% | −1.10 |
| AAPL Apple Inc. | Reduce -11.5% | 2.62% | −0.87 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 3.65% | −0.77 |
| V Visa Inc. Class A | Reduce -4.8% | 3.84% | −0.49 |
| MCD McDonald's Corp. | Reduce -17.0% | 1.08% | −0.44 |
| CRH CRH PLC | Reduce -5.5% | 3.12% | −0.32 |
| PEP Pepsico Inc. | Reduce -38.0% | 0.29% | −0.29 |
| SW Smurfit Westrock PLC | Reduce -6.0% | 1.03% | −0.22 |
| GS Goldman Sachs Group Inc. | Reduce -29.9% | 1.02% | −0.20 |
| IEX Idex Corp. | Reduce -6.0% | 0.95% | −0.18 |
| CVX Chevron Corp. | Reduce -3.8% | 0.48% | −0.15 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.72% | −0.15 |
| CDNS Cadence Design SYS Inc. | Reduce -38.3% | 0.29% | −0.13 |
| DHR Danaher Corp. | Reduce -1.2% | 0.78% | −0.11 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.68% | −0.10 |
| ADBE Adobe Inc. | Reduce -38.0% | 0.12% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -13.6% | 0.30% | −0.08 |
| BAC Bank of America Corp. | Reduce -10.5% | 0.91% | −0.07 |
| AMT American Tower Corp. | Reduce -3.7% | 0.58% | −0.07 |
| SLB SLB Ltd. | Reduce -15.3% | 0.11% | −0.06 |
| AWK American Water Works Co. Inc. | Reduce -3.6% | 0.26% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -14.9% | 0.12% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.23% | −0.05 |
| HON Honeywell International Inc. | Reduce -17.8% | 0.23% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -5.0% | 0.08% | −0.04 |
| IP International Paper Co. | Reduce -13.1% | 0.10% | −0.04 |
| CME Cme Group Inc. | Reduce -10.6% | 0.23% | −0.04 |
| PLD Prologis Inc. | Reduce -3.1% | 0.20% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -15.9% | 0.12% | −0.04 |
| HRI Herc Holdings Inc. | Reduce -21.5% | 0.09% | −0.04 |
| JEF Jefferies Financial Group Inc. | Reduce -30.6% | 0.05% | −0.02 |
| FCX Freeport-McMoran Inc. | Reduce -9.1% | 0.50% | −0.02 |
| MSCI MSCI Inc. | Reduce -12.4% | 0.10% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.3% | 0.13% | −0.02 |
| ARE Alexandria Real Estate Equit | Reduce -98.2% | 0.00% | −0.02 |
| ALC Alcon Inc. | Reduce -20.7% | 0.04% | −0.02 |
| AEM Agnico Eagle Mines Ltd. | Reduce -4.1% | 0.57% | −0.02 |
| DOV Dover Corp. | Reduce -17.9% | 0.06% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -44.2% | 0.02% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -1.7% | 0.09% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -8.9% | 0.05% | −0.01 |
| STLA Stellantis NV | Reduce -80.9% | 0.00% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -69.3% | 0.01% | −0.01 |
| APTV Aptiv PLC | Reduce -17.3% | 0.06% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.06% | −0.01 |
| WMT Walmart Inc. | Reduce -3.3% | 0.75% | −0.01 |
| DE Deere & Co. | Reduce -2.0% | 0.31% | −0.01 |
| PFE Pfizer Inc. | Reduce -3.1% | 0.04% | −0.01 |
| WMB Williams Cos Inc. | Reduce -2.6% | 0.12% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +9.7% | 10.12% | +2.54 |
| NVDA Nvidia Corp. | Add +0.1% | 4.10% | +1.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.2% | 3.08% | +0.76 |
| AMZN Amazon.com Inc. | Add +2.6% | 7.95% | +0.64 |
| SPGI S&P Global Inc. | Add +103.3% | 1.20% | +0.58 |
| RACE Ferrari NV | Add +155.9% | 0.91% | +0.57 |
| META Meta Platforms Inc. Class A | Add +8.4% | 2.03% | +0.44 |
| JPM JPMorgan Chase & Co. | Add +10.6% | 2.46% | +0.41 |
| BKNG Booking Holdings Inc. | Add +3.7% | 2.06% | +0.34 |
| APH Amphenol Corp. Class A | Add +4265.9% | 0.27% | +0.27 |
| ROP Roper Technologies Inc. | Add +77.7% | 0.68% | +0.25 |
| NFLX Netflix Inc. | Add +10.3% | 0.62% | +0.19 |
| NDAQ Nasdaq Inc. | Add +9.8% | 1.14% | +0.18 |
| IBKR Interactive Brokers Gro Class A | Add +7.0% | 0.22% | +0.18 |
| INTU Intuit Inc. | Add +15.2% | 0.55% | +0.14 |
| AZO AutoZone Inc. | Add +20.0% | 1.03% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +9.7% | 0.65% | +0.06 |
| ETN Eaton Corp. PLC | Add +5.6% | 0.26% | +0.06 |
| COIN Coinbase Global Inc. Class A | Add +1467.5% | 0.06% | +0.05 |
| FLUT Flutter Entertainment PLC-Di | Add +5.6% | 0.20% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.83% | +0.04 |
| CSCO Cisco Systems Inc. | Add +7.6% | 0.31% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +3.3% | 0.23% | +0.03 |
| WPM Wheaton Precious Metals Corp. | Add +14.5% | 0.15% | +0.03 |
| NOW ServiceNow Inc. | Add +21.2% | 0.06% | +0.02 |
| CEF Sprott Physical Gold and Sil | Add +5.4% | 0.70% | +0.02 |
| LHX L3HARRIS Technologies Inc. | Add +6.5% | 0.12% | +0.02 |
| YUM Yum! Brands Inc. | New | 0.02% | +0.02 |
| URTH iShares MSCI World ETF | Add +91.6% | 0.03% | +0.02 |
| CP Canadian Pacific Kansas City | Add +12.4% | 0.09% | +0.01 |
| BSX Boston Scientific Corp. | Add +244.9% | 0.02% | +0.01 |
| SHOP Shopify Inc. Class A | Add +7.3% | 0.06% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +34.8% | 0.03% | +0.01 |
| TSLA Tesla Inc. | Add +1.1% | 0.07% | +0.01 |
| GE General Electric | Add +1.1% | 0.05% | +0.01 |
| AGCO Agco Corp. | New | 0.01% | +0.01 |
| B Barrick Mining Corp. | New | 0.01% | +0.01 |
| ROK Rockwell Automation Inc. | Add +6.9% | 0.02% | +0.01 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.00% | +0.00 |
| AXON Axon Enterprise Inc. | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | Add +3.6% | 0.03% | +0.00 |
| MKL Markel Group Inc. | Add +2.5% | 0.46% | +0.00 |
| COF Capital One Financial Corp. | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +47.3% | 0.00% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +42.3% | 0.01% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +2.3% | 0.02% | +0.00 |
| KEX Kirby Corp. | Add +0.6% | 0.06% | +0.00 |
| PM Philip Morris International | Add +2.4% | 0.03% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +38.5% | 0.01% | +0.00 |
| VDE Vanguard Energy ETF | 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 |