Evelyn Partners Investment Management Services Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed December 11, 2025), Evelyn Partners Investment Management Services Ltd reported 276 stock positions worth $573.5 million. Its top holding was Microsoft (MSFT) at 6.7% of the portfolio, followed by Amazon.com (AMZN, 5.1%) and Alphabet Class A (GOOGL, 4.9%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065205
- Portfolio Value
- $573.5M (Q4 2024)
- SEC Filing
- 0001420506-25-003539 ↗ filed Dec 11, 2025
Holdings Value
Holdings 276 stocks · $573.5M
| MSFT Microsoft Corp. | 6.68% | 90,903 | $38.3M | — |
| AMZN Amazon.com Inc. | 5.09% | 133,051 | $29.2M | — |
| GOOGL Alphabet Inc. Class A | 4.86% | 147,159 | $27.9M | — |
| V Visa Inc. Class A | 4.68% | 84,877 | $26.8M | — |
| SYK Stryker Corp. | 3.84% | 61,144 | $22.0M | — |
| AAPL Apple Inc. | 3.71% | 84,897 | $21.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.94% | 37,261 | $16.9M | — |
| NVDA Nvidia Corp. | 2.87% | 122,778 | $16.5M | — |
| ADP Automatic Data Processing | 2.69% | 52,799 | $15.5M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.56% | 131,893 | $14.7M | — |
| BKNG Booking Holdings Inc. | 2.28% | 2,630 | $13.1M | — |
| JNJ Johnson & Johnson | 2.28% | 90,302 | $13.1M | — |
| MCD McDonald's Corp. | 2.05% | 40,485 | $11.7M | — |
| CRH CRH PLC | 2.04% | 126,675 | $11.7M | — |
| TMO Thermo Fisher Scientific Inc. | 2.03% | 22,408 | $11.7M | — |
| CB Chubb Ltd. | 2.01% | 41,650 | $11.5M | — |
| META Meta Platforms Inc. Class A | 1.96% | 19,218 | $11.3M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.91% | 55,421 | $10.9M | — |
| MA Mastercard Inc. Class A | 1.73% | 18,877 | $9.9M | — |
| MDLZ Mondelez International Inc. Class A | 1.69% | 162,393 | $9.7M | — |
| ISRG Intuitive Surgical Inc. | 1.53% | 16,844 | $8.8M | — |
| PEP Pepsico Inc. | 1.51% | 57,119 | $8.7M | — |
| ANET Arista Networks Inc. | 1.51% | 78,491 | $8.7M | — |
| INTU Intuit Inc. | 1.43% | 13,019 | $8.2M | — |
| PG The Procter & Gamble Co. | 1.33% | 45,340 | $7.6M | — |
| ADBE Adobe Inc. | 1.27% | 16,431 | $7.3M | — |
| CL Colgate-Palmolive Co. | 1.27% | 80,148 | $7.3M | — |
| UNH Unitedhealth Group Inc. | 1.24% | 14,059 | $7.1M | — |
| GS Goldman Sachs Group Inc. | 1.19% | 11,884 | $6.8M | — |
| VT Vanguard Tot World STK ETF | 1.18% | 57,685 | $6.8M | — |
| WPM Wheaton Precious Metals Corp. | 1.14% | 116,154 | $6.5M | — |
| ACN Accenture PLC Class A | 1.12% | 18,250 | $6.4M | — |
| BDX Becton Dickinson and Co. | 1.11% | 27,938 | $6.3M | — |
| MKC McCormick & Co.-Non VTG SHRS | 1.09% | 82,017 | $6.3M | — |
| ZTS Zoetis Inc. | 1.08% | 38,039 | $6.2M | — |
| WAT Waters Corp. | 1.04% | 16,125 | $6.0M | — |
| SW Smurfit Westrock PLC | 0.92% | 98,335 | $5.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.89% | 10,000 | $5.1M | — |
| GLD SPDR Gold Shares | 0.81% | 19,304 | $4.7M | — |
| CEF Sprott Physical Gold and Sil | 0.78% | 187,126 | $4.4M | — |
| FNV Franco-Nevada Corp. | 0.75% | 36,733 | $4.3M | — |
| IEX Idex Corp. | 0.69% | 18,876 | $4.0M | — |
| SPGI S&P Global Inc. | 0.66% | 7,591 | $3.8M | — |
| PYPL PayPal Holdings Inc. | 0.64% | 42,852 | $3.7M | — |
| JPM JPMorgan Chase & Co. | 0.60% | 14,245 | $3.4M | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.57% | 123,937 | $3.2M | — |
| FERG Ferguson Enterprises Inc. | 0.54% | 17,974 | $3.1M | — |
| KO The Coca-Cola Co. | 0.51% | 46,840 | $2.9M | — |
| MKC.V McCormick & Co. Inc. VTG Com | 0.48% | 36,156 | $2.7M | — |
| LIN Linde PLC | 0.46% | 6,280 | $2.6M | — |
| LRCX Lam Research Corp. | 0.44% | 34,714 | $2.5M | — |
| AZO AutoZone Inc. | 0.41% | 742 | $2.4M | — |
| IJH iShares Core S&P Midcap ETF | 0.36% | 33,500 | $2.1M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 46,685 | $2.1M | — |
| GOOG Alphabet Inc. Class C | 0.29% | 8,619 | $1.6M | — |
| EA Electronic Arts Inc. | 0.28% | 10,963 | $1.6M | — |
| NDAQ Nasdaq Inc. | 0.27% | 20,332 | $1.6M | — |
| VDE Vanguard Energy ETF | 0.27% | 12,796 | $1.6M | — |
| AEM Agnico Eagle Mines Ltd. | 0.27% | 19,674 | $1.5M | — |
| GDX Vaneck Gold Miners ETF | 0.27% | 45,355 | $1.5M | — |
| NOC Northrop Grumman Corp. | 0.27% | 3,272 | $1.5M | — |
| CP Canadian Pacific Kansas City | 0.26% | 20,841 | $1.5M | — |
| PLD Prologis Inc. | 0.26% | 14,238 | $1.5M | — |
| VPL Vanguard Ftse Pacific ETF | 0.26% | 20,759 | $1.5M | — |
| COST Costco Wholesale Corp. | 0.25% | 1,553 | $1.4M | — |
| MSCI MSCI Inc. | 0.23% | 2,162 | $1.3M | — |
| ROK Rockwell Automation Inc. | 0.22% | 4,500 | $1.3M | — |
| APD Air Products & Chemicals Inc. | 0.21% | 4,244 | $1.2M | — |
| CRM Salesforce Inc. | 0.21% | 3,618 | $1.2M | — |
| NKE Nike Inc. Class B | 0.21% | 15,754 | $1.2M | — |
| XOM Exxon Mobil Corp. | 0.20% | 10,713 | $1.2M | — |
| HON Honeywell International Inc. | 0.18% | 4,663 | $1.1M | — |
| PANW Palo Alto Networks Inc. | 0.18% | 5,690 | $1.0M | — |
| MDT Medtronic PLC | 0.17% | 12,050 | $963K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 7,777 | $940K | — |
| NEM Newmont Corp. | 0.15% | 23,668 | $881K | — |
| NOW ServiceNow Inc. | 0.14% | 751 | $796K | — |
| BLK BlackRock Inc. | 0.13% | 727 | $745K | — |
| AMT American Tower Corp. | 0.13% | 4,037 | $740K | — |
| INDV Indivior Ltd. | 0.13% | 58,149 | $723K | — |
| WMT Walmart Inc. | 0.12% | 7,692 | $695K | — |
| RY Royal Bank of Canada | 0.11% | 5,346 | $644K | — |
| LLY Eli Lilly & Co. | 0.11% | 817 | $631K | — |
| TRI Thomson Reuters Corp. | 0.11% | 3,870 | $621K | — |
| ABT Abbott Laboratories | 0.11% | 5,395 | $610K | — |
| ADSK Autodesk Inc. | 0.10% | 1,952 | $577K | — |
| JLL Jones Lang Lasalle Inc. | 0.10% | 2,250 | $570K | — |
| TXN Texas Instruments Inc. | 0.09% | 2,841 | $533K | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.09% | 13,891 | $533K | — |
| ABBV Abbvie Inc. | 0.09% | 2,972 | $528K | — |
| CDNS Cadence Design SYS Inc. | 0.09% | 1,667 | $501K | — |
| NFLX Netflix Inc. | 0.09% | 547 | $488K | — |
| CME Cme Group Inc. | 0.09% | 2,099 | $487K | — |
| APH Amphenol Corp. Class A | 0.08% | 6,267 | $435K | — |
| CSCO Cisco Systems Inc. | 0.07% | 7,018 | $415K | — |
| PFE Pfizer Inc. | 0.07% | 14,946 | $397K | — |
| VOO Vanguard S&P 500 ETF | 0.07% | 724 | $390K | — |
| ETN Eaton Corp. PLC | 0.06% | 1,085 | $360K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 1,191 | $345K | — |
| VZ Verizon Communications Inc. | 0.06% | 8,485 | $339K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $169 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 16 | $169 | — |
Total filed on the 13F, all lines: $573.5M.
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 | 281 | $850.0M | AZN, GOOGL, MSFT, AMZN, V |
| Q4 2025 | 262 | $798.3M | MSFT, GOOGL, AMZN, V, TSM |
| Q3 2025 | 265 | $744.9M | MSFT, GOOGL, AMZN, V, SYK |
| Q2 2025Amended | 263 | $666.0M | MSFT, AMZN, V, GOOGL, SYK |
| Q1 2025Amended | 270 | $609.4M | MSFT, V, AMZN, GOOGL, SYK |
| Q4 2024 | 276 | $573.5M | MSFT, AMZN, GOOGL, V, SYK |