Evelyn Partners Investment Management Services Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed December 8, 2025), Evelyn Partners Investment Management Services Ltd reported 270 stock positions worth $609.4 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Visa Class A (V, 5.1%) and Amazon.com (AMZN, 4.6%). Compared with Q4 2024, it opened 8 new positions, sold out of 14, added to 88 and reduced 49. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +11%) and the biggest sale an exit from iShares Core S&P Midcap ETF (IJH).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065205
- Portfolio Value
- $609.4M (Q1 2025)
- SEC Filing
- 0001420506-25-003531 ↗ filed Dec 8, 2025
Holdings Value
Holdings 270 stocks · $609.4M
| MSFT Microsoft Corp. | 6.08% | 98,722 | $37.1M | Add +8.6% |
| V Visa Inc. Class A | 5.07% | 88,199 | $30.9M | Add +3.9% |
| AMZN Amazon.com Inc. | 4.60% | 147,303 | $28.0M | Add +10.7% |
| GOOGL Alphabet Inc. Class A | 4.03% | 158,715 | $24.5M | Add +7.8% |
| SYK Stryker Corp. | 3.89% | 63,685 | $23.7M | Add +4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.61% | 41,360 | $22.0M | Add +11.0% |
| AAPL Apple Inc. | 3.29% | 90,396 | $20.1M | Add +6.5% |
| ADP Automatic Data Processing | 2.73% | 54,469 | $16.6M | Add +3.2% |
| JNJ Johnson & Johnson | 2.66% | 97,688 | $16.2M | Add +8.2% |
| NVDA Nvidia Corp. | 2.56% | 144,122 | $15.6M | Add +17.4% |
| CB Chubb Ltd. | 2.35% | 47,464 | $14.3M | Add +14.0% |
| MCD McDonald's Corp. | 2.30% | 44,827 | $14.0M | Add +10.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.27% | 140,465 | $13.9M | Add +6.5% |
| BKNG Booking Holdings Inc. | 2.20% | 2,915 | $13.4M | Add +10.8% |
| TMO Thermo Fisher Scientific Inc. | 2.09% | 25,651 | $12.8M | Add +14.5% |
| META Meta Platforms Inc. Class A | 1.98% | 20,886 | $12.0M | Add +8.7% |
| MDLZ Mondelez International Inc. Class A | 1.84% | 165,044 | $11.2M | Add +1.6% |
| CRH CRH PLC | 1.78% | 123,434 | $10.9M | Reduce -2.6% |
| ANET Arista Networks Inc. | 1.75% | 96,692 | $10.7M | Add +23.2% |
| MA Mastercard Inc. Class A | 1.65% | 18,376 | $10.1M | Reduce -2.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.63% | 59,755 | $9.9M | Add +7.8% |
| ISRG Intuitive Surgical Inc. | 1.51% | 18,576 | $9.2M | Add +10.3% |
| WPM Wheaton Precious Metals Corp. | 1.49% | 117,003 | $9.1M | Add +0.7% |
| PEP Pepsico Inc. | 1.47% | 59,803 | $9.0M | Add +4.7% |
| UNH Unitedhealth Group Inc. | 1.39% | 16,185 | $8.5M | Add +15.1% |
| ZTS Zoetis Inc. | 1.36% | 50,396 | $8.3M | Add +32.5% |
| PG The Procter & Gamble Co. | 1.34% | 47,969 | $8.2M | Add +5.8% |
| GS Goldman Sachs Group Inc. | 1.31% | 14,580 | $8.0M | Add +22.7% |
| CL Colgate-Palmolive Co. | 1.30% | 84,329 | $7.9M | Add +5.2% |
| INTU Intuit Inc. | 1.22% | 12,091 | $7.4M | Reduce -7.1% |
| VT Vanguard Tot World STK ETF | 1.09% | 57,233 | $6.6M | Reduce -0.8% |
| ADBE Adobe Inc. | 1.08% | 17,216 | $6.6M | Add +4.8% |
| MKC McCormick & Co.-Non VTG SHRS | 1.07% | 79,522 | $6.5M | Reduce -3.0% |
| ACN Accenture PLC Class A | 1.03% | 20,086 | $6.3M | Add +10.1% |
| BDX Becton Dickinson and Co. | 1.00% | 26,674 | $6.1M | Reduce -4.5% |
| FNV Franco-Nevada Corp. | 0.96% | 37,124 | $5.8M | Add +1.1% |
| WAT Waters Corp. | 0.91% | 14,991 | $5.5M | Reduce -7.0% |
| CEF Sprott Physical Gold and Sil | 0.85% | 182,041 | $5.2M | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 10,000 | $4.7M | No change |
| JPM JPMorgan Chase & Co. | 0.74% | 18,359 | $4.5M | Add +28.9% |
| SW Smurfit Westrock PLC | 0.72% | 97,324 | $4.4M | Reduce -1.0% |
| SPGI S&P Global Inc. | 0.70% | 8,385 | $4.3M | Add +10.5% |
| KO The Coca-Cola Co. | 0.69% | 59,076 | $4.2M | Add +26.1% |
| LIN Linde PLC | 0.64% | 8,368 | $3.9M | Add +33.3% |
| AZO AutoZone Inc. | 0.60% | 964 | $3.7M | Add +29.9% |
| GLD SPDR Gold Shares | 0.60% | 12,696 | $3.7M | Reduce -34.2% |
| PYPL PayPal Holdings Inc. | 0.53% | 49,728 | $3.2M | Add +16.1% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.51% | 124,142 | $3.1M | Add +0.2% |
| MKC.V McCormick & Co. Inc. VTG Com | 0.49% | 36,156 | $3.0M | No change |
| FERG Ferguson Enterprises Inc. | 0.45% | 16,984 | $2.7M | Reduce -5.5% |
| IEX Idex Corp. | 0.45% | 15,021 | $2.7M | Reduce -20.4% |
| LRCX Lam Research Corp. | 0.43% | 35,893 | $2.6M | Add +3.4% |
| NDAQ Nasdaq Inc. | 0.41% | 33,218 | $2.5M | Add +63.4% |
| AEM Agnico Eagle Mines Ltd. | 0.35% | 19,674 | $2.1M | No change |
| GDX Vaneck Gold Miners ETF | 0.34% | 45,532 | $2.1M | Add +0.4% |
| CP Canadian Pacific Kansas City | 0.33% | 28,800 | $2.0M | Add +38.2% |
| LLY Eli Lilly & Co. | 0.31% | 2,296 | $1.9M | Add +181.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 44,303 | $1.8M | Reduce -5.1% |
| PLD Prologis Inc. | 0.29% | 15,978 | $1.8M | Add +12.2% |
| EA Electronic Arts Inc. | 0.29% | 12,206 | $1.8M | Add +11.3% |
| NOC Northrop Grumman Corp. | 0.28% | 3,373 | $1.7M | Add +3.1% |
| VDE Vanguard Energy ETF | 0.28% | 12,987 | $1.7M | Add +1.5% |
| SGOL Abrdn Physical Gold Shares | 0.27% | 55,523 | $1.7M | Add +1843.4% |
| IP International Paper Co. | 0.25% | 28,947 | $1.5M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 12,664 | $1.5M | Add +62.8% |
| VPL Vanguard Ftse Pacific ETF | 0.25% | 20,795 | $1.5M | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 0.24% | 5,755 | $1.5M | Add +245.2% |
| GOOG Alphabet Inc. Class C | 0.22% | 8,581 | $1.3M | Reduce -0.4% |
| PANW Palo Alto Networks Inc. | 0.22% | 7,693 | $1.3M | Add +35.2% |
| XOM Exxon Mobil Corp. | 0.21% | 10,665 | $1.3M | Reduce -0.5% |
| NEM Newmont Corp. | 0.21% | 26,211 | $1.3M | Add +10.7% |
| COST Costco Wholesale Corp. | 0.21% | 1,322 | $1.3M | Reduce -14.9% |
| APD Air Products & Chemicals Inc. | 0.20% | 4,122 | $1.2M | Reduce -2.9% |
| ROK Rockwell Automation Inc. | 0.19% | 4,500 | $1.2M | No change |
| DE Deere & Co. | 0.18% | 2,360 | $1.1M | Add +345.3% |
| AMT American Tower Corp. | 0.18% | 5,064 | $1.1M | Add +25.4% |
| MDT Medtronic PLC | 0.18% | 12,050 | $1.1M | No change |
| ETN Eaton Corp. PLC | 0.18% | 3,932 | $1.1M | Add +262.4% |
| MSCI MSCI Inc. | 0.17% | 1,854 | $1.0M | Reduce -14.3% |
| CRM Salesforce Inc. | 0.17% | 3,832 | $1.0M | Add +5.9% |
| NKE Nike Inc. Class B | 0.15% | 14,435 | $916K | Reduce -8.4% |
| NFLX Netflix Inc. | 0.15% | 981 | $915K | Add +79.3% |
| HON Honeywell International Inc. | 0.15% | 4,250 | $900K | Reduce -8.9% |
| WMT Walmart Inc. | 0.14% | 9,597 | $843K | Add +24.8% |
| NOW ServiceNow Inc. | 0.13% | 1,024 | $815K | Add +36.4% |
| BLK BlackRock Inc. | 0.13% | 819 | $775K | Add +12.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.12% | 17,741 | $742K | Add +27.7% |
| TRI Thomson Reuters Corp. | 0.11% | 3,870 | $668K | No change |
| ABBV Abbvie Inc. | 0.10% | 2,972 | $623K | No change |
| RY Royal Bank of Canada | 0.10% | 5,346 | $602K | No change |
| TXN Texas Instruments Inc. | 0.10% | 3,351 | $602K | Add +17.9% |
| URA Global X Uranium ETF | 0.10% | 26,003 | $596K | Add +4040.6% |
| CME Cme Group Inc. | 0.09% | 2,111 | $560K | Add +0.6% |
| JLL Jones Lang Lasalle Inc. | 0.09% | 2,250 | $558K | No change |
| INDV Indivior Ltd. | 0.09% | 57,991 | $553K | Reduce -0.3% |
| PFE Pfizer Inc. | 0.07% | 17,642 | $447K | Add +18.0% |
| VOO Vanguard S&P 500 ETF | 0.07% | 850 | $437K | Add +17.4% |
| CSCO Cisco Systems Inc. | 0.07% | 7,018 | $433K | No change |
| ABT Abbott Laboratories | 0.07% | 3,195 | $424K | Reduce -40.8% |
| FCX Freeport-McMoran Inc. | 0.07% | 10,799 | $409K | Add +56.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $152 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 16 | $152 | No change |
Total filed on the 13F, all lines: $609.4M.
Portfolio Sells Q4 2024 → Q1 2025
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.36 |
| CRH CRH PLC | Reduce -2.6% | 1.78% | −0.26 |
| IEX Idex Corp. | Reduce -20.4% | 0.45% | −0.24 |
| GLD SPDR Gold Shares | Reduce -34.2% | 0.60% | −0.21 |
| INTU Intuit Inc. | Reduce -7.1% | 1.22% | −0.21 |
| SW Smurfit Westrock PLC | Reduce -1.0% | 0.72% | −0.20 |
| WAT Waters Corp. | Reduce -7.0% | 0.91% | −0.14 |
| BDX Becton Dickinson and Co. | Reduce -4.5% | 1.00% | −0.10 |
| FERG Ferguson Enterprises Inc. | Reduce -5.5% | 0.45% | −0.10 |
| VT Vanguard Tot World STK ETF | Reduce -0.8% | 1.09% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -2.6% | 1.65% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.22% | −0.07 |
| ADSK Autodesk Inc. | Reduce -57.7% | 0.04% | −0.06 |
| NKE Nike Inc. Class B | Reduce -8.4% | 0.15% | −0.06 |
| BAC Bank of America Corp. | Reduce -5.1% | 0.30% | −0.05 |
| MSCI MSCI Inc. | Reduce -14.3% | 0.17% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -14.9% | 0.21% | −0.04 |
| STLA Stellantis NV | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -40.8% | 0.07% | −0.04 |
| HON Honeywell International Inc. | Reduce -8.9% | 0.15% | −0.04 |
| INDV Indivior Ltd. | Reduce -0.3% | 0.09% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -3.0% | 1.07% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -2.9% | 0.20% | −0.02 |
| TSLA Tesla Inc. | Reduce -15.9% | 0.02% | −0.01 |
| SBUX Starbucks Corp. | Reduce -84.9% | 0.00% | −0.01 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -2.4% | 0.07% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -32.2% | 0.02% | −0.01 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.01 |
| EL Estee Lauder Companies Class A | Reduce -50.1% | 0.01% | −0.01 |
| MSTR Strategy Inc. | Reduce -96.0% | 0.00% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -18.2% | 0.05% | −0.01 |
| KDP Keurig Dr Pepper Inc. | Reduce -42.6% | 0.01% | −0.01 |
| KRBN KS Global Carbon Stratgy ETF | Reduce -24.9% | 0.01% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -59.0% | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.00 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.00 |
| ALC Alcon Inc. | Reduce -31.9% | 0.01% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.1% | 0.01% | −0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -13.3% | 0.01% | −0.00 |
| UBS UBS Group AG-Reg | Reduce -0.8% | 0.04% | −0.00 |
| C Citigroup Inc. | Reduce -26.4% | 0.01% | −0.00 |
| WMB Williams Cos Inc. | Reduce -17.9% | 0.01% | −0.00 |
| INTC Intel Corp. | Reduce -55.3% | 0.00% | −0.00 |
| SUSA iShares ESG Optimized MSCI U | Reduce -2.6% | 0.01% | −0.00 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.00 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.00 |
| ENPH Enphase Energy Inc. | Reduce -19.5% | 0.00% | −0.00 |
| KHC The Kraft Heinz Co. | Reduce -10.2% | 0.00% | −0.00 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -12.7% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.0% | 3.61% | +0.67 |
| V Visa Inc. Class A | Add +3.9% | 5.07% | +0.40 |
| JNJ Johnson & Johnson | Add +8.2% | 2.66% | +0.38 |
| WPM Wheaton Precious Metals Corp. | Add +0.7% | 1.49% | +0.35 |
| CB Chubb Ltd. | Add +14.0% | 2.35% | +0.35 |
| ZTS Zoetis Inc. | Add +32.5% | 1.36% | +0.28 |
| SGOL Abrdn Physical Gold Shares | Add +1843.4% | 0.27% | +0.26 |
| IP International Paper Co. | New | 0.25% | +0.25 |
| MCD McDonald's Corp. | Add +10.7% | 2.30% | +0.25 |
| ANET Arista Networks Inc. | Add +23.2% | 1.75% | +0.24 |
| FNV Franco-Nevada Corp. | Add +1.1% | 0.96% | +0.21 |
| LLY Eli Lilly & Co. | Add +181.0% | 0.31% | +0.20 |
| AZO AutoZone Inc. | Add +29.9% | 0.60% | +0.19 |
| KO The Coca-Cola Co. | Add +26.1% | 0.69% | +0.19 |
| LIN Linde PLC | Add +33.3% | 0.64% | +0.18 |
| CDNS Cadence Design SYS Inc. | Add +245.2% | 0.24% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +15.1% | 1.39% | +0.15 |
| MDLZ Mondelez International Inc. Class A | Add +1.6% | 1.84% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +28.9% | 0.74% | +0.14 |
| DE Deere & Co. | Add +345.3% | 0.18% | +0.14 |
| NDAQ Nasdaq Inc. | Add +63.4% | 0.41% | +0.14 |
| GS Goldman Sachs Group Inc. | Add +22.7% | 1.31% | +0.12 |
| ETN Eaton Corp. PLC | Add +262.4% | 0.18% | +0.11 |
| URA Global X Uranium ETF | Add +4040.6% | 0.10% | +0.09 |
| TJX TJX Companies Inc. | Add +62.8% | 0.25% | +0.09 |
| GDX Vaneck Gold Miners ETF | Add +0.4% | 0.34% | +0.08 |
| CP Canadian Pacific Kansas City | Add +38.2% | 0.33% | +0.07 |
| NFLX Netflix Inc. | Add +79.3% | 0.15% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +14.5% | 2.09% | +0.06 |
| NEM Newmont Corp. | Add +10.7% | 0.21% | +0.05 |
| AMT American Tower Corp. | Add +25.4% | 0.18% | +0.05 |
| SYK Stryker Corp. | Add +4.2% | 3.89% | +0.05 |
| SPGI S&P Global Inc. | Add +10.5% | 0.70% | +0.04 |
| ADP Automatic Data Processing | Add +3.2% | 2.73% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +35.2% | 0.22% | +0.03 |
| PLD Prologis Inc. | Add +12.2% | 0.29% | +0.03 |
| GE General Electric | Add +62.2% | 0.07% | +0.03 |
| SLB SLB Ltd. | Add +27.7% | 0.12% | +0.03 |
| CL Colgate-Palmolive Co. | Add +5.2% | 1.30% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.02% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +56.7% | 0.07% | +0.02 |
| WMT Walmart Inc. | Add +24.8% | 0.14% | +0.02 |
| PG The Procter & Gamble Co. | Add +5.8% | 1.34% | +0.02 |
| CVX Chevron Corp. | Add +171.9% | 0.02% | +0.02 |
| NOC Northrop Grumman Corp. | Add +3.1% | 0.28% | +0.02 |
| META Meta Platforms Inc. Class A | Add +8.7% | 1.98% | +0.01 |
| ROP Roper Technologies Inc. | Add +92.0% | 0.03% | +0.01 |
| RTX RTX Corp. | Add +20.3% | 0.04% | +0.01 |
| EA Electronic Arts Inc. | Add +11.3% | 0.29% | +0.01 |
| CTVA Corteva Inc. | New | 0.01% | +0.01 |
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 |