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 | — |
| ICE Intercontinental Exchange Inc. | 0.06% | 2,250 | $335K | — |
| MU Micron Technology Inc. | 0.05% | 3,731 | $314K | — |
| HD Home Depot Inc. | 0.05% | 789 | $307K | — |
| GEHC GE Healthcare Technology | 0.05% | 3,831 | $300K | — |
| BRO Brown & Brown Inc. | 0.05% | 2,720 | $277K | — |
| FCX Freeport-McMoran Inc. | 0.05% | 6,893 | $262K | — |
| UBS UBS Group AG-Reg | 0.04% | 8,169 | $250K | — |
| STLA Stellantis NV | 0.04% | 17,900 | $233K | — |
| DHR Danaher Corp. | 0.04% | 990 | $227K | — |
| DE Deere & Co. | 0.04% | 530 | $225K | — |
| PM Philip Morris International | 0.04% | 1,862 | $224K | — |
| SF Stifel Financial Corp. | 0.04% | 2,080 | $221K | — |
| EQIX Equinix Inc. | 0.04% | 232 | $219K | — |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,242 | $207K | — |
| RTX RTX Corp. | 0.03% | 1,700 | $197K | — |
| TSLA Tesla Inc. | 0.03% | 428 | $173K | — |
| SCHW Schwab (charles) Corp. | 0.03% | 2,330 | $172K | — |
| FAST Fastenal Co. | 0.03% | 4,631 | $167K | — |
| FICO Fair Isaac Corp. | 0.03% | 81 | $161K | — |
| UNP Union Pacific Corp. | 0.03% | 700 | $160K | — |
| ODFL Old Dominion Freight Line | 0.03% | 900 | $159K | — |
| SHW The Sherwin-Williams Co. | 0.03% | 465 | $158K | — |
| QCOM Qualcomm Inc. | 0.02% | 907 | $139K | — |
| AXP American Express Co. | 0.02% | 455 | $135K | — |
| AVGO Broadcom Inc. | 0.02% | 560 | $130K | — |
| WM Waste Management Inc. | 0.02% | 614 | $124K | — |
| AMD Advanced Micro Devices | 0.02% | 937 | $113K | — |
| PCT Purecycle Technologies Inc. | 0.02% | 10,420 | $107K | — |
| TIP iShares Tips Bond ETF | 0.02% | 1,000 | $107K | — |
| MRK Merck & Co. Inc. | 0.02% | 1,058 | $105K | — |
| GIS General Mills Inc. | 0.02% | 1,552 | $99K | — |
| LHX L3HARRIS Technologies Inc. | 0.02% | 450 | $95K | — |
| SBUX Starbucks Corp. | 0.02% | 1,037 | $95K | — |
| KRBN KS Global Carbon Stratgy ETF | 0.02% | 3,158 | $93K | — |
| OMC Omnicom Group | 0.02% | 1,042 | $90K | — |
| MRSH Marsh & McLennan Cos | 0.02% | 420 | $89K | — |
| AMAT Applied Materials Inc. | 0.02% | 535 | $87K | — |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.01% | 1,134 | $85K | — |
| VXUS Vanguard Total Intl Stock | 0.01% | 1,427 | $84K | — |
| WMB Williams Cos Inc. | 0.01% | 1,527 | $83K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 958 | $82K | — |
| HACK Amplify Cybersecurity ETF | 0.01% | 1,104 | $82K | — |
| RSG Republic Services Inc. | 0.01% | 400 | $80K | — |
| ALC Alcon Inc. filed as ALCON AG | 0.01% | 940 | $80K | — |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 649 | $79K | — |
| CAT Caterpillar Inc. | 0.01% | 213 | $77K | — |
| FKU First Trust United Kingdom | 0.01% | 2,002 | $76K | — |
| ROP Roper Technologies Inc. | 0.01% | 138 | $72K | — |
| SGOL Abrdn Physical Gold Shares | 0.01% | 2,857 | $72K | — |
| KDP Keurig Dr Pepper Inc. | 0.01% | 2,215 | $71K | — |
| CPRT Copart Inc. | 0.01% | 1,218 | $70K | — |
| AGI Alamos Gold Inc. Class A | 0.01% | 3,623 | $67K | — |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.01% | 347 | $66K | — |
| NEE Nextera Energy Inc. | 0.01% | 871 | $62K | — |
| LMT Lockheed Martin Corp. | 0.01% | 128 | $62K | — |
| FSLR First Solar Inc. | 0.01% | 351 | $62K | — |
| ORCL Oracle Corp. | 0.01% | 360 | $60K | — |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 790 | $60K | — |
| T AT&T Inc. | 0.01% | 2,459 | $56K | — |
| C Citigroup Inc. | 0.01% | 774 | $54K | — |
| VGK Vanguard Ftse Europe ETF | 0.01% | 849 | $54K | — |
| TMC TMC the Metals Co. Inc. | 0.01% | 47,021 | $53K | — |
| KMB Kimberly-Clark Corp. | 0.01% | 400 | $52K | — |
| VMC Vulcan Materials Co. | 0.01% | 200 | $51K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 232 | $51K | — |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.01% | 176 | $51K | — |
| UL Unilever PLC | 0.01% | 875 | $50K | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.01% | 500 | $49K | — |
| VGT Vanguard Info Tech ETF | 0.01% | 78 | $49K | — |
| BX Blackstone Inc. | 0.01% | 278 | $48K | — |
| CPA Copa Holdings SA Class A | 0.01% | 528 | $46K | — |
| COF Capital One Financial Corp. | 0.01% | 260 | $46K | — |
| CVX Chevron Corp. | 0.01% | 320 | $46K | — |
| SMCI Super Micro Computer Inc. | 0.01% | 1,480 | $45K | — |
| YUM Yum! Brands Inc. | 0.01% | 330 | $44K | — |
| PNC PNC Financial Services Group | 0.01% | 220 | $42K | — |
| LULU Lululemon Athletica Inc. | 0.01% | 110 | $42K | — |
| OTIS Otis Worldwide Corp. | 0.01% | 447 | $41K | — |
| CCJ Cameco Corp. | 0.01% | 800 | $41K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 59 | $41K | — |
| JXN Jackson Financial Inc. Class A | 0.01% | 457 | $40K | — |
| BA The Boeing Co. | 0.01% | 219 | $39K | — |
| RACE Ferrari NV | 0.01% | 87 | $37K | — |
| STT State Street Corp. | 0.01% | 360 | $35K | — |
| KLAC KLA Corp. | 0.01% | 56 | $35K | — |
| NUE Nucor Corp. | 0.01% | 300 | $35K | — |
| KEYS Keysight Technologies Inc. | 0.01% | 210 | $34K | — |
| QSR Restaurant Brands Intern | 0.01% | 500 | $33K | — |
| GEV GE Vernova Inc. | 0.01% | 96 | $32K | — |
| A Agilent Technologies Inc. | 0.01% | 233 | $31K | — |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 358 | $30K | — |
| ETSY Etsy Inc. | 0.01% | 568 | $30K | — |
| XLP SS Consumer Staples Sel Sect | 0.01% | 381 | $30K | — |
| KHC The Kraft Heinz Co. | 0.01% | 946 | $29K | — |
| EOG EOG Resources Inc. | 0.01% | 235 | $29K | — |
| BBY Best Buy Co. Inc. | 0.00% | 330 | $28K | — |
| BMY Bristol-Myers Squibb Co. | 0.00% | 500 | $28K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.00% | 487 | $28K | — |
| TDIV FT Nasdaq Tech DVD Index FD | 0.00% | 350 | $27K | — |
| IDXX Idexx Laboratories Inc. | 0.00% | 65 | $27K | — |
| DXJ Wisdomtree Japan Hedged Eq | 0.00% | 232 | $26K | — |
| DB Deutsche Bank AG-Registered | 0.00% | 1,432 | $25K | — |
| IHI iShares U.S. Medical Devices | 0.00% | 420 | $25K | — |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.00% | 550 | $24K | — |
| AGCO Agco Corp. | 0.00% | 250 | $23K | — |
| MS Morgan Stanley | 0.00% | 185 | $23K | — |
| ETHO Amplify Etho Climate Leaders | 0.00% | 360 | $22K | — |
| PPTA Perpetua Resources Corp. | 0.00% | 2,014 | $22K | — |
| INTC Intel Corp. | 0.00% | 1,020 | $20K | — |
| ADM Archer-Daniels-Midland Co. | 0.00% | 400 | $20K | — |
| ESI Element Solutions Inc. | 0.00% | 750 | $19K | — |
| KMI Kinder Morgan Inc. | 0.00% | 694 | $19K | — |
| EPD Enterprise Products Partners | 0.00% | 600 | $19K | — |
| SAP Sap SE-Sponsored ADR | 0.00% | 76 | $19K | — |
| ENPH Enphase Energy Inc. | 0.00% | 257 | $18K | — |
| URA Global X Uranium ETF | 0.00% | 628 | $17K | — |
| QCLN First Trust Nasdaq Clean Edg | 0.00% | 470 | $16K | — |
| VLTO Veralto Corp. | 0.00% | 152 | $15K | — |
| COIN Coinbase Global Inc. Class A | 0.00% | 59 | $15K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 83 | $14K | — |
| ALAB Astera Labs Inc. | 0.00% | 102 | $14K | — |
| BSX Boston Scientific Corp. | 0.00% | 150 | $13K | — |
| MRNA Moderna Inc. | 0.00% | 304 | $13K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 190 | $12K | — |
| OXY Occidental Petroleum Corp. | 0.00% | 250 | $12K | — |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.00% | 185 | $12K | — |
| MGNI Magnite Inc. | 0.00% | 703 | $11K | — |
| SHEL Shell PLC-ADR | 0.00% | 178 | $11K | — |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 480 | $11K | — |
| YUMC Yum China Holdings Inc. | 0.00% | 200 | $10K | — |
| SNY Sanofi-ADR | 0.00% | 197 | $10K | — |
| VNQ Vanguard Real Estate ETF | 0.00% | 104 | $9K | — |
| APLD Applied Digital Corp. | 0.00% | 1,142 | $9K | — |
| RITM Rithm Capital Corp. | 0.00% | 750 | $8K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 135 | $8K | — |
| SOXX iShares Semiconductor ETF | 0.00% | 36 | $8K | — |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 155 | $8K | — |
| VTS Vitesse Energy Inc. | 0.00% | 300 | $8K | — |
| COP Conocophillips | 0.00% | 75 | $7K | — |
| MKL Markel Group Inc. | 0.00% | 4 | $7K | — |
| BILL Bill Holdings Inc. | 0.00% | 81 | $7K | — |
| GD General Dynamics Corp. | 0.00% | 26 | $7K | — |
| DELL Dell Technologies -C | 0.00% | 57 | $7K | — |
| DNN Denison Mines Corp. | 0.00% | 3,563 | $6K | — |
| CLFD Clearfield Inc. | 0.00% | 194 | $6K | — |
| ESAB Esab Corp. | 0.00% | 46 | $6K | — |
| RIOT Riot Platforms Inc. | 0.00% | 504 | $5K | — |
| PBD Invesco Global Clean Energy | 0.00% | 346 | $4K | — |
| ADX Adams Diversified Equity | 0.00% | 195 | $4K | — |
| KVUE Kenvue Inc. | 0.00% | 184 | $4K | — |
| DOLE Dole PLC | 0.00% | 285 | $4K | — |
| WBD Warner Bros Discovery Inc. | 0.00% | 343 | $4K | — |
| JHG Janus Henderson Group PLC | 0.00% | 76 | $3K | — |
| CVE Cenovus Energy Inc. | 0.00% | 201 | $3K | — |
| ORLY O'reilly Automotive Inc. | 0.00% | 35 | $3K | — |
| LUMN Lumen Technologies Inc. | 0.00% | 450 | $2K | — |
| VTRS Viatris Inc. | 0.00% | 174 | $2K | — |
| SNOW Snowflake Inc. | 0.00% | 14 | $2K | — |
| UAA Under Armour Inc. Class A | 0.00% | 251 | $2K | — |
| ENOV Enovis Corp. | 0.00% | 46 | $2K | — |
| TRU Transunion | 0.00% | 21 | $2K | — |
| UA Under Armour Inc. Class C | 0.00% | 252 | $2K | — |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 27 | $2K | — |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 40 | $2K | — |
| TAK Takeda Pharmaceutic-SP ADR | 0.00% | 98 | $1K | — |
| TBHC Brand House Collective Inc./T filed as KIRKLANDS INC | 0.00% | 533 | $863 | — |
| VEEV Veeva Systems Inc. Class A | 0.00% | 4 | $841 | — |
| DEC Diversified Energy Co. PLC | 0.00% | 50 | $840 | — |
| EMBC Embecta Corp. | 0.00% | 38 | $785 | — |
| OGN Organon & Co. | 0.00% | 45 | $671 | — |
| TMUS T-Mobile US Inc. | 0.00% | 2 | $441 | — |
| AVNS Avanos Medical Inc. | 0.00% | 25 | $398 | — |
| UIS Unisys Corp. | 0.00% | 14 | $89 | — |
| LILAK Liberty Latin Americ Class C | 0.00% | 4 | $25 | — |
| LILA Liberty Latin Americ Class A | 0.00% | 1 | $6 | — |
| MBOT Microbot Medical Inc. | 0.00% | 1 | $1 | — |
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 |