Evelyn Partners Investment Management LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Evelyn Partners Investment Management LLP reported 413 stock positions worth $3.6 billion. Its top holding was Microsoft (MSFT) at 9.0% of the portfolio, followed by Alphabet Class A (GOOGL, 8.0%) and Amazon.com (AMZN, 7.8%). Compared with Q3 2025, it opened 11 new positions, sold out of 10, added to 70 and reduced 119. The biggest buy was Totalenergies (TTE, shares +2438%) and the biggest sale Zoetis (ZTS, shares −11%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065206
- Portfolio Value
- $3.6B (Q4 2025)
- SEC Filing
- 0001420506-26-000370 ↗ filed Feb 13, 2026
Holdings Value
Holdings 413 stocks · $3.6B
| MSFT Microsoft Corp. | 8.99% | 672,530 | $325.2M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 8.00% | 925,561 | $289.7M | Reduce -13.3% |
| AMZN Amazon.com Inc. | 7.78% | 1,219,180 | $281.4M | Add +1.0% |
| NVDA Nvidia Corp. | 4.33% | 840,403 | $156.7M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.88% | 279,184 | $140.3M | Add +7.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.78% | 450,249 | $136.8M | Reduce -9.0% |
| CRH CRH PLC | 3.57% | 1,035,861 | $129.3M | Reduce -1.2% |
| V Visa Inc. Class A | 3.51% | 362,056 | $127.0M | Add +1.9% |
| AAPL Apple Inc. | 2.94% | 391,945 | $106.6M | Reduce -1.9% |
| SYK Stryker Corp. | 2.60% | 267,314 | $94.0M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 2.41% | 270,892 | $87.3M | Reduce -1.5% |
| BKNG Booking Holdings Inc. | 2.35% | 15,870 | $85.0M | Add +1.6% |
| CB Chubb Ltd. | 2.28% | 264,903 | $82.7M | Add +2.2% |
| META Meta Platforms Inc. Class A | 1.96% | 107,457 | $70.9M | Add +6.2% |
| KO The Coca-Cola Co. | 1.87% | 969,870 | $67.8M | Add +11.4% |
| TMO Thermo Fisher Scientific Inc. | 1.67% | 104,357 | $60.5M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 1.52% | 166,939 | $55.1M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 1.19% | 137,592 | $43.2M | Reduce -8.9% |
| SPGI S&P Global Inc. | 1.16% | 80,453 | $42.0M | Add +3.1% |
| NDAQ Nasdaq Inc. | 1.15% | 430,244 | $41.8M | Add +3.3% |
| MA Mastercard Inc. Class A | 1.13% | 71,566 | $40.9M | Add +0.5% |
| LIN Linde PLC | 1.06% | 90,379 | $38.5M | Add +4.7% |
| ZTS Zoetis Inc. | 1.05% | 303,314 | $38.2M | Reduce -11.0% |
| CEF Sprott Physical Gold and Sil | 1.03% | 811,531 | $37.2M | Add +6.5% |
| GS Goldman Sachs Group Inc. | 1.01% | 41,729 | $36.7M | Reduce -8.3% |
| AZO AutoZone Inc. | 0.98% | 10,465 | $35.5M | Add +7.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.98% | 642,622 | $35.3M | Reduce -1.8% |
| IEX Idex Corp. | 0.91% | 185,359 | $33.0M | Add +9.2% |
| NEE Nextera Energy Inc. | 0.90% | 405,615 | $32.6M | Add +14.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.84% | 198,801 | $30.5M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.84% | 53,599 | $30.4M | Add +12.8% |
| JNJ Johnson & Johnson | 0.79% | 137,774 | $28.5M | Reduce -4.4% |
| DHR Danaher Corp. | 0.77% | 121,592 | $27.8M | Reduce -1.4% |
| SW Smurfit Westrock PLC | 0.74% | 691,023 | $26.7M | Reduce -7.2% |
| WMT Walmart Inc. | 0.73% | 237,236 | $26.4M | Reduce -4.5% |
| ROP Roper Technologies Inc. | 0.70% | 57,143 | $25.4M | Reduce -2.9% |
| RACE Ferrari NV | 0.69% | 66,528 | $24.9M | Add +3.4% |
| BX Blackstone Inc. | 0.65% | 153,033 | $23.6M | Add +2.7% |
| AEM Agnico Eagle Mines Ltd. | 0.62% | 131,375 | $22.3M | Reduce -15.8% |
| TTE Totalenergies SE | 0.61% | 340,877 | $22.3M | Add +2437.8% |
| GEHC GE Healthcare Technology | 0.54% | 237,279 | $19.5M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.53% | 63,321 | $19.4M | Reduce -6.3% |
| NEM Newmont Corp. | 0.52% | 186,964 | $18.7M | Reduce -5.3% |
| PG The Procter & Gamble Co. | 0.51% | 128,042 | $18.3M | Reduce -0.9% |
| FCX Freeport-McMoran Inc. | 0.49% | 349,543 | $17.8M | Add +5.8% |
| NFLX Netflix Inc. | 0.49% | 189,331 | $17.8M | Add +20.8% |
| INTU Intuit Inc. | 0.47% | 25,606 | $17.0M | Add +5.3% |
| MKL Markel Group Inc. | 0.45% | 7,651 | $16.4M | Add +3.6% |
| BUR Burford Capital Ltd. | 0.45% | 1,829,353 | $16.4M | Reduce -0.8% |
| CVX Chevron Corp. | 0.44% | 103,729 | $15.8M | Reduce -0.2% |
| APH Amphenol Corp. Class A | 0.39% | 105,134 | $14.2M | Add +1.5% |
| BSX Boston Scientific Corp. | 0.37% | 141,888 | $13.5M | Add +12.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 114,009 | $13.0M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.32% | 150,943 | $11.6M | Reduce -1.4% |
| FERG Ferguson Enterprises Inc. | 0.31% | 49,593 | $11.0M | Reduce -5.7% |
| IBKR Interactive Brokers Gro Class A | 0.29% | 163,138 | $10.5M | Reduce -10.1% |
| AMT American Tower Corp. | 0.26% | 54,579 | $9.6M | Reduce -30.5% |
| AVGO Broadcom Inc. | 0.26% | 27,499 | $9.5M | Add +169.7% |
| COST Costco Wholesale Corp. | 0.26% | 10,924 | $9.4M | Add +5.7% |
| DE Deere & Co. | 0.25% | 19,333 | $9.0M | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.23% | 69,277 | $8.3M | Reduce -2.8% |
| ETN Eaton Corp. PLC | 0.23% | 25,987 | $8.3M | Add +5.9% |
| AWK American Water Works Co. Inc. | 0.22% | 62,188 | $8.1M | Reduce -0.6% |
| WPM Wheaton Precious Metals Corp. | 0.22% | 68,106 | $8.0M | Add +5.9% |
| ABT Abbott Laboratories | 0.22% | 63,458 | $8.0M | Add +0.7% |
| PANW Palo Alto Networks Inc. | 0.21% | 42,157 | $7.8M | Add +5.9% |
| PLD Prologis Inc. | 0.21% | 60,209 | $7.7M | Reduce -1.2% |
| CME Cme Group Inc. | 0.21% | 27,277 | $7.4M | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.20% | 26,929 | $7.2M | Reduce -45.6% |
| GLD SPDR Gold Shares | 0.19% | 17,483 | $6.9M | Reduce -11.6% |
| CRM Salesforce Inc. | 0.18% | 25,171 | $6.7M | Reduce -1.4% |
| ANET Arista Networks Inc. | 0.18% | 48,729 | $6.4M | Add +13.0% |
| MICC The Magnum Ice Cream Co. NV | 0.17% | 395,397 | $6.3M | Add +11301.3% |
| PEP Pepsico Inc. | 0.17% | 42,942 | $6.2M | Reduce -34.6% |
| RY Royal Bank of Canada | 0.15% | 32,859 | $5.6M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.15% | 5,188 | $5.6M | Add +2.6% |
| MDLZ Mondelez International Inc. Class A | 0.15% | 101,974 | $5.5M | Reduce -16.4% |
| CDNS Cadence Design SYS Inc. | 0.13% | 15,213 | $4.8M | Reduce -13.8% |
| FLUT Flutter Entertainment PLC-Di | 0.13% | 21,960 | $4.7M | Reduce -2.5% |
| HON Honeywell International Inc. | 0.12% | 22,273 | $4.3M | Reduce -30.0% |
| LHX L3HARRIS Technologies Inc. | 0.11% | 13,514 | $4.0M | Reduce -9.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 6,435 | $4.0M | No change |
| VZ Verizon Communications Inc. | 0.10% | 90,388 | $3.7M | Reduce -0.1% |
| WMB Williams Cos Inc. | 0.10% | 60,529 | $3.6M | Reduce -4.8% |
| SHW The Sherwin-Williams Co. | 0.09% | 10,216 | $3.3M | Add +2.0% |
| MLM Martin Marietta Materials | 0.09% | 5,233 | $3.3M | Reduce -1.0% |
| MRSH Marsh & McLennan Cos | 0.09% | 17,495 | $3.2M | Reduce -1.9% |
| TD Toronto-Dominion Bank | 0.09% | 34,069 | $3.2M | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.09% | 82,342 | $3.2M | Reduce -4.5% |
| C Citigroup Inc. | 0.09% | 26,804 | $3.1M | No change |
| MSCI MSCI Inc. | 0.08% | 5,160 | $3.0M | Reduce -5.1% |
| TSLA Tesla Inc. | 0.08% | 6,098 | $2.7M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 8,894 | $2.6M | Reduce -3.1% |
| SHOP Shopify Inc. Class A | 0.07% | 15,935 | $2.6M | Reduce -8.5% |
| CAT Caterpillar Inc. | 0.07% | 4,322 | $2.5M | Reduce -5.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 5,235 | $2.5M | Reduce -3.9% |
| CL Colgate-Palmolive Co. | 0.07% | 30,899 | $2.4M | Reduce -5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 3,559 | $2.4M | No change |
| BDX Becton Dickinson and Co. | 0.06% | 11,689 | $2.3M | Reduce -13.9% |
| NOW ServiceNow Inc. | 0.06% | 14,430 | $2.2M | Add +27.5% |
Portfolio Sells Q3 2025 → Q4 2025
| ZTS Zoetis Inc. | Reduce -11.0% | 1.05% | −0.36 |
| BUR Burford Capital Ltd. | Reduce -0.8% | 0.45% | −0.17 |
| AMT American Tower Corp. | Reduce -30.5% | 0.26% | −0.16 |
| SW Smurfit Westrock PLC | Reduce -7.2% | 0.74% | −0.16 |
| ACN Accenture PLC Class A | Reduce -45.6% | 0.20% | −0.15 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.0% | 3.78% | −0.14 |
| AEM Agnico Eagle Mines Ltd. | Reduce -15.8% | 0.62% | −0.13 |
| ROP Roper Technologies Inc. | Reduce -2.9% | 0.70% | −0.13 |
| BNY Bank of New York Mellon Corp. | Reduce -97.3% | 0.00% | −0.10 |
| PEP Pepsico Inc. | Reduce -34.6% | 0.17% | −0.09 |
| HON Honeywell International Inc. | Reduce -30.0% | 0.12% | −0.07 |
| IBKR Interactive Brokers Gro Class A | Reduce -10.1% | 0.29% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -16.4% | 0.15% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 0.51% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 2.41% | −0.05 |
| MCD McDonald's Corp. | Reduce -6.3% | 0.53% | −0.05 |
| CDNS Cadence Design SYS Inc. | Reduce -13.8% | 0.13% | −0.04 |
| FLUT Flutter Entertainment PLC-Di | Reduce -2.5% | 0.13% | −0.03 |
| FERG Ferguson Enterprises Inc. | Reduce -5.7% | 0.31% | −0.03 |
| IP International Paper Co. | Reduce -14.9% | 0.06% | −0.03 |
| AWK American Water Works Co. Inc. | Reduce -0.6% | 0.22% | −0.02 |
| CVX Chevron Corp. | Reduce -0.2% | 0.44% | −0.02 |
| JEF Jefferies Financial Group Inc. | Reduce -34.2% | 0.03% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -9.3% | 0.11% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -43.1% | 0.04% | −0.02 |
| APTV Aptiv PLC | Reduce -11.6% | 0.05% | −0.02 |
| DE Deere & Co. | Reduce -5.4% | 0.25% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -8.3% | 1.01% | −0.02 |
| CCJ Cameco Corp. | Reduce -57.6% | 0.01% | −0.01 |
| WMB Williams Cos Inc. | Reduce -4.8% | 0.10% | −0.01 |
| EQIX Equinix Inc. | Reduce -66.9% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.1% | 0.36% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -1.9% | 0.09% | −0.01 |
| CARR Carrier Global Corp. | Reduce -3.6% | 0.05% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.10% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -15.3% | 0.03% | −0.01 |
| CTRA Coterra Energy Inc. | Reduce -98.8% | 0.00% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -13.9% | 0.06% | −0.01 |
| NKE Nike Inc. Class B | Reduce -15.0% | 0.03% | −0.01 |
| ADBE Adobe Inc. | Reduce -43.8% | 0.01% | −0.01 |
| GLD SPDR Gold Shares | Reduce -11.6% | 0.19% | −0.01 |
| LNG Cheniere Energy Inc. | Reduce -45.5% | 0.01% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.9% | 0.07% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Reduce -21.6% | 0.02% | −0.01 |
| BLK BlackRock Inc. | Reduce -10.6% | 0.03% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -5.8% | 0.07% | −0.01 |
| SOLS Solstice Adv Materials Inc. | Reduce -54.7% | 0.00% | −0.01 |
| TRI Thomson Reuters Corp. | Reduce -4.3% | 0.02% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.6% | 0.04% | −0.01 |
| MSCI MSCI Inc. | Reduce -5.1% | 0.08% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| TTE Totalenergies SE | Add +2437.8% | 0.61% | +0.59 |
| AMZN Amazon.com Inc. | Add +1.0% | 7.78% | +0.25 |
| ISRG Intuitive Surgical Inc. | Add +12.8% | 0.84% | +0.24 |
| KO The Coca-Cola Co. | Add +11.4% | 1.87% | +0.23 |
| CEF Sprott Physical Gold and Sil | Add +6.5% | 1.03% | +0.23 |
| CB Chubb Ltd. | Add +2.2% | 2.28% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.8% | 3.88% | +0.18 |
| MICC The Magnum Ice Cream Co. NV | Add +11301.3% | 0.17% | +0.17 |
| AVGO Broadcom Inc. | Add +169.7% | 0.26% | +0.17 |
| NEE Nextera Energy Inc. | Add +14.8% | 0.90% | +0.14 |
| IEX Idex Corp. | Add +9.2% | 0.91% | +0.13 |
| FCX Freeport-McMoran Inc. | Add +5.8% | 0.49% | +0.12 |
| NDAQ Nasdaq Inc. | Add +3.3% | 1.15% | +0.11 |
| SPGI S&P Global Inc. | Add +3.1% | 1.16% | +0.08 |
| V Visa Inc. Class A | Add +1.9% | 3.51% | +0.06 |
| MKL Markel Group Inc. | Add +3.6% | 0.45% | +0.05 |
| LLY Eli Lilly & Co. | Add +2.6% | 0.15% | +0.04 |
| BA The Boeing Co. | Add +266.5% | 0.05% | +0.04 |
| APH Amphenol Corp. Class A | Add +1.5% | 0.39% | +0.03 |
| TJX TJX Companies Inc. | Add +0.1% | 0.84% | +0.03 |
| BSX Boston Scientific Corp. | Add +12.1% | 0.37% | +0.02 |
| WPM Wheaton Precious Metals Corp. | Add +5.9% | 0.22% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +42.8% | 0.05% | +0.01 |
| SKYY First Trust Cloud Computing | New | 0.01% | +0.01 |
| AXON Axon Enterprise Inc. | Add +336.6% | 0.02% | +0.01 |
| VGK Vanguard Ftse Europe ETF | Add +94.8% | 0.02% | +0.01 |
| URTH iShares MSCI World ETF | Add +18.5% | 0.05% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +16.1% | 0.04% | +0.01 |
| FIS Fidelity National Info Serv | Add +950.2% | 0.01% | +0.01 |
| DXJ Wisdomtree Japan Hedged Eq | Add +75.8% | 0.01% | +0.01 |
| RTX RTX Corp. | Add +3.4% | 0.05% | +0.00 |
| UBS UBS Group AG-Reg | Add +0.5% | 0.04% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +54.9% | 0.01% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +2.4% | 0.02% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +62.6% | 0.01% | +0.00 |
| ARM Arm Holdings PLC-ADR | New | 0.00% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +69.1% | 0.01% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | Add +31.7% | 0.01% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +40.8% | 0.01% | +0.00 |
| NOW ServiceNow Inc. | Add +27.5% | 0.06% | +0.00 |
| SGOL Abrdn Physical Gold Shares | Add +5.4% | 0.01% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +3750.0% | 0.00% | +0.00 |
| QTEC First Trust Nasdq 100 Tech I | New | 0.00% | +0.00 |
| FTCS First Trust Capital Strength | New | 0.00% | +0.00 |
| SIL Global X Silver Miners ETF | New | 0.00% | +0.00 |
| OTIS Otis Worldwide Corp. | Add +39.0% | 0.00% | +0.00 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.00% | +0.00 |
| EWU iShares MSCI United Kingdom | Add +216.7% | 0.00% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.00% | +0.00 |
| VNQ Vanguard Real Estate 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 |