Evelyn Partners Investment Management LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Evelyn Partners Investment Management LLP reported 409 stock positions worth $3.5 billion. Its top holding was Microsoft (MSFT) at 9.8% of the portfolio, followed by Amazon.com (AMZN, 7.5%) and Alphabet Class A (GOOGL, 7.4%). Compared with Q2 2025, it opened 9 new positions, sold out of 15, added to 75 and reduced 123. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +11%) and the biggest sale Zoetis (ZTS, shares −16%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065206
- Portfolio Value
- $3.5B (Q3 2025)
- SEC Filing
- 0001420506-25-003426 ↗ filed Nov 14, 2025
Holdings Value
Holdings 409 stocks · $3.5B
| MSFT Microsoft Corp. | 9.80% | 666,150 | $345.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 7.53% | 1,206,918 | $265.0M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 7.37% | 1,067,724 | $259.6M | Reduce -6.6% |
| NVDA Nvidia Corp. | 4.44% | 837,764 | $156.3M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.92% | 494,547 | $138.1M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.70% | 258,926 | $130.2M | Add +5.5% |
| CRH CRH PLC | 3.57% | 1,048,792 | $125.8M | Reduce -5.6% |
| V Visa Inc. Class A | 3.45% | 355,302 | $121.3M | Add +0.4% |
| AAPL Apple Inc. | 2.89% | 399,746 | $101.8M | Reduce -4.2% |
| SYK Stryker Corp. | 2.68% | 255,300 | $94.4M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 2.47% | 275,102 | $86.8M | Reduce -1.0% |
| BKNG Booking Holdings Inc. | 2.40% | 15,626 | $84.4M | Add +34.2% |
| META Meta Platforms Inc. Class A | 2.11% | 101,181 | $74.3M | Add +12.5% |
| CB Chubb Ltd. | 2.08% | 259,147 | $73.1M | Add +4.7% |
| KO The Coca-Cola Co. | 1.64% | 870,272 | $57.7M | Add +12.0% |
| UNH Unitedhealth Group Inc. | 1.63% | 165,792 | $57.2M | Reduce -8.4% |
| TMO Thermo Fisher Scientific Inc. | 1.44% | 104,834 | $50.8M | Reduce -2.0% |
| ZTS Zoetis Inc. | 1.42% | 340,831 | $49.9M | Reduce -16.2% |
| AZO AutoZone Inc. | 1.19% | 9,742 | $41.8M | Add +7.8% |
| LIN Linde PLC | 1.17% | 86,363 | $41.0M | Add +5.4% |
| MA Mastercard Inc. Class A | 1.15% | 71,213 | $40.5M | Add +1.4% |
| SPGI S&P Global Inc. | 1.08% | 78,068 | $38.0M | Add +4.9% |
| NDAQ Nasdaq Inc. | 1.05% | 416,336 | $36.8M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 1.04% | 151,006 | $36.8M | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 1.03% | 45,508 | $36.2M | Reduce -3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.96% | 654,425 | $33.8M | Add +4.3% |
| SW Smurfit Westrock PLC | 0.90% | 744,565 | $31.7M | Reduce -4.4% |
| RACE Ferrari NV | 0.88% | 64,372 | $31.1M | Add +6.4% |
| ROP Roper Technologies Inc. | 0.83% | 58,825 | $29.3M | Add +49.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.82% | 198,650 | $28.7M | Add +1.3% |
| CEF Sprott Physical Gold and Sil | 0.79% | 761,923 | $28.0M | Add +0.5% |
| IEX Idex Corp. | 0.78% | 169,727 | $27.6M | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.76% | 144,172 | $26.7M | Reduce -5.8% |
| NEE Nextera Energy Inc. | 0.76% | 353,385 | $26.7M | Reduce -3.0% |
| AEM Agnico Eagle Mines Ltd. | 0.75% | 156,083 | $26.3M | Reduce -0.7% |
| WMT Walmart Inc. | 0.73% | 248,358 | $25.6M | Reduce -1.3% |
| BX Blackstone Inc. | 0.72% | 149,052 | $25.5M | Reduce -2.3% |
| DHR Danaher Corp. | 0.69% | 123,309 | $24.4M | Reduce -3.9% |
| BUR Burford Capital Ltd. | 0.62% | 1,844,905 | $22.0M | Reduce -1.4% |
| ISRG Intuitive Surgical Inc. | 0.60% | 47,498 | $21.2M | Add +22.3% |
| MCD McDonald's Corp. | 0.58% | 67,606 | $20.5M | Reduce -44.1% |
| PG The Procter & Gamble Co. | 0.56% | 129,251 | $19.9M | Reduce -1.9% |
| NFLX Netflix Inc. | 0.53% | 15,680 | $18.8M | Add +3.9% |
| GEHC GE Healthcare Technology | 0.51% | 237,905 | $17.9M | Add +9.8% |
| NEM Newmont Corp. | 0.47% | 197,405 | $16.6M | Reduce -3.3% |
| INTU Intuit Inc. | 0.47% | 24,321 | $16.6M | Add +7.2% |
| CVX Chevron Corp. | 0.46% | 103,931 | $16.1M | Reduce -4.7% |
| AMT American Tower Corp. | 0.43% | 78,580 | $15.1M | Reduce -8.8% |
| MKL Markel Group Inc. | 0.40% | 7,387 | $14.1M | Reduce -2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 114,163 | $13.1M | Reduce -7.6% |
| FCX Freeport-McMoran Inc. | 0.37% | 330,218 | $13.0M | Reduce -12.1% |
| APH Amphenol Corp. Class A | 0.36% | 103,560 | $12.8M | Add +15.7% |
| IBKR Interactive Brokers Gro Class A | 0.35% | 181,551 | $12.5M | Add +38.5% |
| BSX Boston Scientific Corp. | 0.35% | 126,535 | $12.4M | Add +2637.7% |
| ACN Accenture PLC Class A | 0.35% | 49,530 | $12.2M | Reduce -33.8% |
| FERG Ferguson Enterprises Inc. | 0.34% | 52,593 | $11.8M | Reduce -3.1% |
| CSCO Cisco Systems Inc. | 0.30% | 153,072 | $10.5M | Add +4.8% |
| COST Costco Wholesale Corp. | 0.27% | 10,332 | $9.6M | Add +2.5% |
| DE Deere & Co. | 0.27% | 20,428 | $9.3M | Add +2.1% |
| PEP Pepsico Inc. | 0.26% | 65,666 | $9.2M | Reduce -9.6% |
| ETN Eaton Corp. PLC | 0.26% | 24,541 | $9.2M | Add +2.5% |
| AWK American Water Works Co. Inc. | 0.25% | 62,565 | $8.7M | Add +0.5% |
| ABT Abbott Laboratories | 0.24% | 63,027 | $8.4M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.23% | 39,806 | $8.1M | Add +9.8% |
| XOM Exxon Mobil Corp. | 0.23% | 71,268 | $8.0M | Add +2.0% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 122,054 | $7.6M | Reduce -15.0% |
| CME Cme Group Inc. | 0.21% | 27,525 | $7.4M | Add +0.4% |
| WPM Wheaton Precious Metals Corp. | 0.20% | 64,294 | $7.2M | Add +17.4% |
| GLD SPDR Gold Shares | 0.20% | 19,772 | $7.0M | Add +2.0% |
| PLD Prologis Inc. | 0.20% | 60,923 | $7.0M | Reduce -2.2% |
| HON Honeywell International Inc. | 0.19% | 31,836 | $6.7M | Add +0.5% |
| ANET Arista Networks Inc. | 0.18% | 43,123 | $6.3M | Reduce -8.9% |
| CDNS Cadence Design SYS Inc. | 0.18% | 17,650 | $6.2M | Reduce -43.3% |
| CRM Salesforce Inc. | 0.17% | 25,525 | $6.0M | Reduce -2.3% |
| FLUT Flutter Entertainment PLC-Di | 0.16% | 22,512 | $5.7M | Reduce -0.9% |
| RY Royal Bank of Canada | 0.15% | 35,044 | $5.2M | Reduce -1.6% |
| LHX L3HARRIS Technologies Inc. | 0.13% | 14,895 | $4.5M | Reduce -0.7% |
| WMB Williams Cos Inc. | 0.11% | 63,585 | $4.0M | Add +0.4% |
| VZ Verizon Communications Inc. | 0.11% | 90,447 | $4.0M | Reduce -7.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 6,435 | $3.9M | Add +7.3% |
| LLY Eli Lilly & Co. | 0.11% | 5,055 | $3.9M | Reduce -1.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.11% | 34,415 | $3.7M | No change |
| MRSH Marsh & McLennan Cos | 0.10% | 17,830 | $3.6M | No change |
| SHW The Sherwin-Williams Co. | 0.10% | 10,020 | $3.5M | Reduce -9.0% |
| AVGO Broadcom Inc. | 0.10% | 10,198 | $3.4M | Add +1771.2% |
| MLM Martin Marietta Materials | 0.09% | 5,285 | $3.3M | Reduce -0.3% |
| MSCI MSCI Inc. | 0.09% | 5,435 | $3.1M | Reduce -3.1% |
| IP International Paper Co. | 0.09% | 65,926 | $3.1M | Reduce -4.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.08% | 86,265 | $3.0M | Reduce -15.5% |
| TD Toronto-Dominion Bank | 0.08% | 34,069 | $2.7M | Reduce -5.1% |
| C Citigroup Inc. | 0.08% | 26,804 | $2.7M | No change |
| TSLA Tesla Inc. | 0.08% | 6,105 | $2.7M | Reduce -8.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 5,450 | $2.7M | No change |
| CL Colgate-Palmolive Co. | 0.07% | 32,792 | $2.6M | Reduce -3.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 9,175 | $2.6M | Reduce -1.9% |
| SHOP Shopify Inc. Class A | 0.07% | 17,418 | $2.6M | Reduce -1.8% |
| BDX Becton Dickinson and Co. | 0.07% | 13,575 | $2.5M | Reduce -11.3% |
| APTV Aptiv PLC | 0.07% | 29,381 | $2.5M | Add +3.0% |
| COIN Coinbase Global Inc. Class A | 0.07% | 7,375 | $2.5M | Add +40.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 3,559 | $2.4M | Reduce -29.6% |
Portfolio Sells Q2 2025 → Q3 2025
| ZTS Zoetis Inc. | Reduce -16.2% | 1.42% | −0.52 |
| MCD McDonald's Corp. | Reduce -44.1% | 0.58% | −0.50 |
| ACN Accenture PLC Class A | Reduce -33.8% | 0.35% | −0.34 |
| IEX Idex Corp. | Reduce -4.1% | 0.78% | −0.17 |
| AMT American Tower Corp. | Reduce -8.8% | 0.43% | −0.15 |
| FCX Freeport-McMoran Inc. | Reduce -12.1% | 0.37% | −0.13 |
| SW Smurfit Westrock PLC | Reduce -4.4% | 0.90% | −0.13 |
| CDNS Cadence Design SYS Inc. | Reduce -43.3% | 0.18% | −0.12 |
| ADBE Adobe Inc. | Reduce -82.7% | 0.02% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -8.4% | 1.63% | −0.10 |
| DIS The Walt Disney Co. | Reduce -7.6% | 0.37% | −0.10 |
| NDAQ Nasdaq Inc. | Reduce -0.0% | 1.05% | −0.09 |
| DHR Danaher Corp. | Reduce -3.9% | 0.69% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Reduce -15.0% | 0.22% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.56% | −0.08 |
| MKL Markel Group Inc. | Reduce -2.5% | 0.40% | −0.06 |
| BUR Burford Capital Ltd. | Reduce -1.4% | 0.62% | −0.05 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.17% | −0.05 |
| HRI Herc Holdings Inc. | Reduce -35.3% | 0.05% | −0.04 |
| RTX RTX Corp. | Reduce -49.2% | 0.04% | −0.04 |
| FLUT Flutter Entertainment PLC-Di | Reduce -0.9% | 0.16% | −0.04 |
| PEP Pepsico Inc. | Reduce -9.6% | 0.26% | −0.03 |
| CP Canadian Pacific Kansas City | Reduce -22.4% | 0.06% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -29.6% | 0.07% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.1% | 0.04% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.5% | 0.24% | −0.03 |
| FERG Ferguson Enterprises Inc. | Reduce -3.1% | 0.34% | −0.03 |
| WMT Walmart Inc. | Reduce -1.3% | 0.73% | −0.03 |
| SLB SLB Ltd. | Reduce -15.5% | 0.08% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -3.7% | 0.07% | −0.02 |
| CVX Chevron Corp. | Reduce -4.7% | 0.46% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -9.0% | 0.10% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -3.0% | 0.76% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -7.1% | 0.11% | −0.02 |
| ALC Alcon Inc. | Reduce -16.8% | 0.03% | −0.01 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -19.8% | 0.04% | −0.01 |
| DOV Dover Corp. | Reduce -6.6% | 0.05% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.11% | −0.01 |
| IP International Paper Co. | Reduce -4.6% | 0.09% | −0.01 |
| MSCI MSCI Inc. | Reduce -3.1% | 0.09% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.9% | 0.07% | −0.01 |
| SPOT Spotify Technology SA | Reduce -5.3% | 0.04% | −0.01 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -11.3% | 0.07% | −0.01 |
| ADP Automatic Data Processing | Reduce -2.9% | 0.05% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -7.2% | 0.04% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -45.5% | 0.01% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -19.9% | 0.01% | −0.01 |
| SBUX Starbucks Corp. | Reduce -54.6% | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| TSM Taiwan Semiconductor-SP ADR | Add +11.3% | 3.92% | +0.85 |
| BSX Boston Scientific Corp. | Add +2637.7% | 0.35% | +0.34 |
| BKNG Booking Holdings Inc. | Add +34.2% | 2.40% | +0.34 |
| AZO AutoZone Inc. | Add +7.8% | 1.19% | +0.16 |
| ROP Roper Technologies Inc. | Add +49.8% | 0.83% | +0.15 |
| IBKR Interactive Brokers Gro Class A | Add +38.5% | 0.35% | +0.13 |
| CEF Sprott Physical Gold and Sil | Add +0.5% | 0.79% | +0.10 |
| APH Amphenol Corp. Class A | Add +15.7% | 0.36% | +0.09 |
| AVGO Broadcom Inc. | Add +1771.2% | 0.10% | +0.09 |
| META Meta Platforms Inc. Class A | Add +12.5% | 2.11% | +0.08 |
| TJX TJX Companies Inc. | Add +1.3% | 0.82% | +0.08 |
| WPM Wheaton Precious Metals Corp. | Add +17.4% | 0.20% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.5% | 3.70% | +0.05 |
| BAC Bank of America Corp. | Add +4.3% | 0.96% | +0.05 |
| MRK Merck & Co. Inc. | Add +86.1% | 0.06% | +0.03 |
| GLD SPDR Gold Shares | Add +2.0% | 0.20% | +0.02 |
| GEHC GE Healthcare Technology | Add +9.8% | 0.51% | +0.02 |
| COIN Coinbase Global Inc. Class A | Add +40.5% | 0.07% | +0.01 |
| APTV Aptiv PLC | Add +3.0% | 0.07% | +0.01 |
| URTH iShares MSCI World ETF | Add +30.7% | 0.04% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.3% | 0.11% | +0.01 |
| CAT Caterpillar Inc. | Add +1.2% | 0.06% | +0.01 |
| WM Waste Management Inc. | Add +186.2% | 0.01% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Add +73.8% | 0.02% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +14.6% | 0.04% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +225.0% | 0.01% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +179.1% | 0.01% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +9.8% | 0.23% | +0.00 |
| INDV Indivior Ltd. | Add +3.8% | 0.01% | +0.00 |
| IGM iShares Expanded Tech Sector | New | 0.00% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.06% | +0.00 |
| AAXJ iShares MSCI All Country Asi | Add +95.5% | 0.01% | +0.00 |
| ASPI Asp Isotopes Inc. | New | 0.00% | +0.00 |
| VGIT Vanguard Intermediate-Term T | New | 0.00% | +0.00 |
| NOW ServiceNow Inc. | Add +25.6% | 0.06% | +0.00 |
| UBER Uber Technologies Inc. | Add +64.9% | 0.01% | +0.00 |
| EPP iShares MSCI Pacific Ex Japa | Add +100.0% | 0.00% | +0.00 |
| AXON Axon Enterprise Inc. | Add +88.6% | 0.01% | +0.00 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +38.9% | 0.00% | +0.00 |
| VFH Vanguard Financials ETF | Add +361.1% | 0.00% | +0.00 |
| FIW First Trust Water ETF | New | 0.00% | +0.00 |
| JXN Jackson Financial Inc. Class A | Add +7.5% | 0.01% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Add +18.9% | 0.01% | +0.00 |
| GNRC Generac Holdings Inc. | New | 0.00% | +0.00 |
| EWU iShares MSCI United Kingdom | New | 0.00% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | Add +7.1% | 0.01% | +0.00 |
| FRI First Trust S&P REIT Index F | Add +18.0% | 0.00% | +0.00 |
| HDV iShares Core High Dividend E | New | 0.00% | +0.00 |
| FTNT Fortinet Inc. | New | 0.00% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +4.0% | 0.01% | +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 |