Evelyn Partners Investment Management Services Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed November 26, 2025), Evelyn Partners Investment Management Services Ltd reported 263 stock positions worth $666.0 million. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Amazon.com (AMZN, 5.3%) and Visa Class A (V, 4.8%). Compared with Q1 2025, it opened 11 new positions, sold out of 18, added to 74 and reduced 56. The biggest buy was Microsoft (MSFT, shares +3%) and the biggest sale Apple (AAPL, shares −36%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065205
- Portfolio Value
- $666.0M (Q2 2025)
- SEC Filing
- 0001420506-25-003503 ↗ filed Nov 26, 2025
Holdings Value
Holdings 263 stocks · $666.0M
| MSFT Microsoft Corp. | 7.61% | 101,909 | $50.7M | Add +3.2% |
| AMZN Amazon.com Inc. | 5.34% | 162,027 | $35.5M | Add +10.0% |
| V Visa Inc. Class A | 4.81% | 90,205 | $32.0M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 4.60% | 173,958 | $30.7M | Add +9.6% |
| SYK Stryker Corp. | 3.89% | 65,475 | $25.9M | Add +2.8% |
| NVDA Nvidia Corp. | 3.47% | 146,230 | $23.1M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.21% | 43,966 | $21.4M | Add +6.3% |
| BKNG Booking Holdings Inc. | 2.64% | 3,039 | $17.6M | Add +4.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.63% | 141,436 | $17.5M | Add +0.7% |
| ADP Automatic Data Processing | 2.60% | 56,055 | $17.3M | Add +2.9% |
| META Meta Platforms Inc. Class A | 2.57% | 23,184 | $17.1M | Add +11.0% |
| GS Goldman Sachs Group Inc. | 2.56% | 24,075 | $17.0M | Add +65.1% |
| JNJ Johnson & Johnson | 2.33% | 101,613 | $15.5M | Add +4.0% |
| TSM Taiwan Semiconductor-SP ADR | 2.28% | 67,140 | $15.2M | Add +12.4% |
| CB Chubb Ltd. | 2.20% | 50,533 | $14.6M | Add +6.5% |
| MCD McDonald's Corp. | 2.05% | 46,816 | $13.7M | Add +4.4% |
| AAPL Apple Inc. | 1.79% | 58,176 | $11.9M | Reduce -35.6% |
| CRH CRH PLC | 1.73% | 125,643 | $11.5M | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 1.71% | 28,103 | $11.4M | Add +9.6% |
| MDLZ Mondelez International Inc. Class A | 1.70% | 168,246 | $11.3M | Add +1.9% |
| MA Mastercard Inc. Class A | 1.60% | 19,015 | $10.7M | Add +3.5% |
| ISRG Intuitive Surgical Inc. | 1.57% | 19,298 | $10.5M | Add +3.9% |
| ANET Arista Networks Inc. | 1.41% | 92,090 | $9.4M | Reduce -4.8% |
| INTU Intuit Inc. | 1.35% | 11,389 | $9.0M | Reduce -5.8% |
| ZTS Zoetis Inc. | 1.35% | 57,460 | $9.0M | Add +14.0% |
| WPM Wheaton Precious Metals Corp. | 1.22% | 90,411 | $8.1M | Reduce -22.7% |
| CL Colgate-Palmolive Co. | 1.20% | 87,707 | $8.0M | Add +4.0% |
| PEP Pepsico Inc. | 1.11% | 56,128 | $7.4M | Reduce -6.2% |
| ADBE Adobe Inc. | 1.09% | 18,758 | $7.3M | Add +9.0% |
| VT Vanguard Tot World STK ETF | 1.03% | 53,292 | $6.8M | Reduce -6.9% |
| PG The Procter & Gamble Co. | 1.02% | 42,477 | $6.8M | Reduce -11.4% |
| ACN Accenture PLC Class A | 0.97% | 21,660 | $6.5M | Add +7.8% |
| FNV Franco-Nevada Corp. | 0.93% | 37,682 | $6.2M | Add +1.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.87% | 76,779 | $5.8M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 0.85% | 19,421 | $5.6M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 10,000 | $5.5M | No change |
| CEF Sprott Physical Gold and Sil | 0.82% | 180,937 | $5.4M | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.81% | 10,202 | $5.4M | Add +21.7% |
| WAT Waters Corp. | 0.81% | 15,408 | $5.4M | Add +2.8% |
| LIN Linde PLC | 0.74% | 10,507 | $4.9M | Add +25.6% |
| KO The Coca-Cola Co. | 0.71% | 66,737 | $4.7M | Add +13.0% |
| SW Smurfit Westrock PLC | 0.69% | 106,399 | $4.6M | Add +9.3% |
| AZO AutoZone Inc. | 0.67% | 1,206 | $4.5M | Add +25.1% |
| PYPL PayPal Holdings Inc. | 0.59% | 52,857 | $3.9M | Add +6.3% |
| GLD SPDR Gold Shares | 0.56% | 12,268 | $3.7M | Reduce -3.4% |
| FERG Ferguson Enterprises Inc. | 0.56% | 16,984 | $3.7M | No change |
| LRCX Lam Research Corp. | 0.54% | 36,873 | $3.6M | Add +2.7% |
| NDAQ Nasdaq Inc. | 0.50% | 37,086 | $3.3M | Add +11.6% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.47% | 121,170 | $3.1M | Reduce -2.4% |
| IEX Idex Corp. | 0.41% | 15,412 | $2.7M | Add +2.6% |
| GDX Vaneck Gold Miners ETF | 0.35% | 44,426 | $2.3M | Reduce -2.4% |
| MKC.V McCormick & Co. Inc. VTG Com | 0.34% | 29,693 | $2.2M | Reduce -17.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 17,086 | $2.1M | Add +34.9% |
| AEM Agnico Eagle Mines Ltd. | 0.32% | 17,660 | $2.1M | Reduce -10.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 44,462 | $2.1M | Add +0.4% |
| EA Electronic Arts Inc. | 0.29% | 12,206 | $1.9M | No change |
| CDNS Cadence Design SYS Inc. | 0.27% | 5,894 | $1.8M | Add +2.4% |
| ETN Eaton Corp. PLC | 0.26% | 4,913 | $1.8M | Add +24.9% |
| PLD Prologis Inc. | 0.26% | 16,580 | $1.7M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 0.26% | 5,522 | $1.7M | Reduce -65.9% |
| NOC Northrop Grumman Corp. | 0.25% | 3,373 | $1.7M | No change |
| VPL Vanguard Ftse Pacific ETF | 0.25% | 20,378 | $1.7M | Reduce -2.0% |
| PANW Palo Alto Networks Inc. | 0.24% | 7,904 | $1.6M | Add +2.7% |
| SGOL Abrdn Physical Gold Shares | 0.23% | 48,168 | $1.5M | Reduce -13.3% |
| NEM Newmont Corp. | 0.22% | 25,647 | $1.5M | Reduce -2.1% |
| VDE Vanguard Energy ETF | 0.22% | 12,521 | $1.5M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.21% | 8,001 | $1.4M | Reduce -6.8% |
| AMT American Tower Corp. | 0.20% | 6,044 | $1.3M | Add +19.4% |
| NOW ServiceNow Inc. | 0.19% | 1,237 | $1.3M | Add +20.8% |
| LLY Eli Lilly & Co. | 0.19% | 1,589 | $1.2M | Reduce -30.8% |
| NFLX Netflix Inc. | 0.18% | 919 | $1.2M | Reduce -6.3% |
| COST Costco Wholesale Corp. | 0.18% | 1,242 | $1.2M | Reduce -6.0% |
| WMT Walmart Inc. | 0.18% | 12,523 | $1.2M | Add +30.5% |
| APD Air Products & Chemicals Inc. | 0.17% | 4,117 | $1.2M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.17% | 10,715 | $1.2M | Add +0.5% |
| VGK Vanguard Ftse Europe ETF | 0.17% | 14,592 | $1.1M | Add +1618.7% |
| CP Canadian Pacific Kansas City | 0.17% | 14,096 | $1.1M | Reduce -51.1% |
| URA Global X Uranium ETF | 0.17% | 28,502 | $1.1M | Add +9.6% |
| MSCI MSCI Inc. | 0.16% | 1,855 | $1.1M | Add +0.1% |
| HON Honeywell International Inc. | 0.15% | 4,422 | $1.0M | Add +4.0% |
| BLK BlackRock Inc. | 0.14% | 898 | $942K | Add +9.7% |
| NKE Nike Inc. Class B | 0.14% | 13,223 | $939K | Reduce -8.4% |
| IP International Paper Co. | 0.14% | 19,463 | $911K | Reduce -32.8% |
| CRM Salesforce Inc. | 0.13% | 3,271 | $892K | Reduce -14.6% |
| INDV Indivior Ltd. | 0.13% | 57,991 | $855K | No change |
| B Barrick Mining Corp. | 0.12% | 37,968 | $791K | New |
| TRI Thomson Reuters Corp. | 0.12% | 3,870 | $779K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.12% | 22,904 | $774K | Add +29.1% |
| APH Amphenol Corp. Class A | 0.11% | 7,683 | $759K | Add +25.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 2,657 | $744K | Add +422.0% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 2,863 | $737K | Add +42.1% |
| TXN Texas Instruments Inc. | 0.10% | 3,112 | $646K | Reduce -7.1% |
| CME Cme Group Inc. | 0.09% | 2,278 | $628K | Add +7.9% |
| BDX Becton Dickinson and Co. | 0.09% | 3,520 | $606K | Reduce -86.8% |
| JLL Jones Lang Lasalle Inc. | 0.09% | 2,250 | $576K | No change |
| ABBV Abbvie Inc. | 0.08% | 2,972 | $552K | No change |
| RY Royal Bank of Canada | 0.08% | 4,021 | $530K | Reduce -24.8% |
| ABT Abbott Laboratories | 0.07% | 3,515 | $478K | Add +10.0% |
| FCX Freeport-McMoran Inc. | 0.07% | 10,899 | $472K | Add +0.9% |
| MU Micron Technology Inc. | 0.07% | 3,701 | $456K | Reduce -0.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $141 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 16 | $141 | No change |
Total filed on the 13F, all lines: $666.0M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -35.6% | 1.79% | −1.50 |
| UNH Unitedhealth Group Inc. | Reduce -65.9% | 0.26% | −1.13 |
| BDX Becton Dickinson and Co. | Reduce -86.8% | 0.09% | −0.91 |
| PEP Pepsico Inc. | Reduce -6.2% | 1.11% | −0.36 |
| ANET Arista Networks Inc. | Reduce -4.8% | 1.41% | −0.34 |
| PG The Procter & Gamble Co. | Reduce -11.4% | 1.02% | −0.33 |
| WPM Wheaton Precious Metals Corp. | Reduce -22.7% | 1.22% | −0.27 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -3.5% | 0.87% | −0.20 |
| MDT Medtronic PLC | Reduce -97.5% | 0.00% | −0.17 |
| CP Canadian Pacific Kansas City | Reduce -51.1% | 0.17% | −0.16 |
| MKC.V McCormick & Co. Inc. VTG Com | Reduce -17.9% | 0.34% | −0.15 |
| DE Deere & Co. | Reduce -78.4% | 0.04% | −0.14 |
| ROK Rockwell Automation Inc. | Reduce -77.8% | 0.05% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -30.8% | 0.19% | −0.13 |
| IP International Paper Co. | Reduce -32.8% | 0.14% | −0.12 |
| VT Vanguard Tot World STK ETF | Reduce -6.9% | 1.03% | −0.06 |
| VDE Vanguard Energy ETF | Reduce -3.6% | 0.22% | −0.05 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -2.4% | 0.47% | −0.05 |
| SGOL Abrdn Physical Gold Shares | Reduce -13.3% | 0.23% | −0.04 |
| GLD SPDR Gold Shares | Reduce -3.4% | 0.56% | −0.04 |
| CRM Salesforce Inc. | Reduce -14.6% | 0.13% | −0.03 |
| AEM Agnico Eagle Mines Ltd. | Reduce -10.2% | 0.32% | −0.03 |
| CEF Sprott Physical Gold and Sil | Reduce -0.6% | 0.82% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -0.1% | 0.17% | −0.03 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -31.6% | 0.05% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -6.0% | 0.18% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -37.7% | 0.03% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -22.7% | 0.04% | −0.02 |
| RY Royal Bank of Canada | Reduce -24.8% | 0.08% | −0.02 |
| BRO Brown & Brown Inc. | Reduce -17.1% | 0.04% | −0.02 |
| AXP American Express Co. | Reduce -87.9% | 0.00% | −0.02 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -22.4% | 0.06% | −0.02 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.01 |
| FICO Fair Isaac Corp. | Reduce -40.7% | 0.01% | −0.01 |
| ADSK Autodesk Inc. | Reduce -22.6% | 0.03% | −0.01 |
| RTX RTX Corp. | Reduce -22.8% | 0.03% | −0.01 |
| NKE Nike Inc. Class B | Reduce -8.4% | 0.14% | −0.01 |
| PM Philip Morris International | Reduce -21.2% | 0.04% | −0.01 |
| CAT Caterpillar Inc. | Reduce -70.4% | 0.00% | −0.01 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -6.8% | 0.21% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -28.4% | 0.01% | −0.01 |
| KRBN KS Global Carbon Stratgy ETF | Reduce -53.5% | 0.00% | −0.01 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -60.6% | 0.00% | −0.01 |
| QSR Restaurant Brands Intern | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -41.9% | 0.01% | −0.00 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +3.2% | 7.61% | +1.53 |
| GS Goldman Sachs Group Inc. | Add +65.1% | 2.56% | +1.25 |
| NVDA Nvidia Corp. | Add +1.5% | 3.47% | +0.91 |
| AMZN Amazon.com Inc. | Add +10.0% | 5.34% | +0.74 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.4% | 2.28% | +0.66 |
| META Meta Platforms Inc. Class A | Add +11.0% | 2.57% | +0.59 |
| GOOGL Alphabet Inc. Class A | Add +9.6% | 4.60% | +0.58 |
| BKNG Booking Holdings Inc. | Add +4.3% | 2.64% | +0.44 |
| DIS The Walt Disney Co. | Add +0.7% | 2.63% | +0.36 |
| VGK Vanguard Ftse Europe ETF | Add +1618.7% | 0.17% | +0.16 |
| B Barrick Mining Corp. | New | 0.12% | +0.12 |
| LRCX Lam Research Corp. | Add +2.7% | 0.54% | +0.11 |
| SPGI S&P Global Inc. | Add +21.7% | 0.81% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +5.8% | 0.85% | +0.11 |
| LIN Linde PLC | Add +25.6% | 0.74% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +422.0% | 0.11% | +0.09 |
| ETN Eaton Corp. PLC | Add +24.9% | 0.26% | +0.09 |
| NDAQ Nasdaq Inc. | Add +11.6% | 0.50% | +0.08 |
| AZO AutoZone Inc. | Add +25.1% | 0.67% | +0.07 |
| URA Global X Uranium ETF | Add +9.6% | 0.17% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +3.9% | 1.57% | +0.06 |
| TJX TJX Companies Inc. | Add +34.9% | 0.32% | +0.06 |
| RACE Ferrari NV | Add +965.5% | 0.07% | +0.06 |
| PYPL PayPal Holdings Inc. | Add +6.3% | 0.59% | +0.06 |
| NOW ServiceNow Inc. | Add +20.8% | 0.19% | +0.06 |
| APH Amphenol Corp. Class A | Add +25.6% | 0.11% | +0.05 |
| WMT Walmart Inc. | Add +30.5% | 0.18% | +0.05 |
| GE General Electric | Add +42.1% | 0.11% | +0.04 |
| AXON Axon Enterprise Inc. | New | 0.04% | +0.04 |
| CDNS Cadence Design SYS Inc. | Add +2.4% | 0.27% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +2.7% | 0.24% | +0.03 |
| NXPI NXP Semiconductors NV | New | 0.03% | +0.03 |
| ITA iShares U.S. Aerospace & Def | New | 0.02% | +0.02 |
| CLX Clorox Company | New | 0.02% | +0.02 |
| ROP Roper Technologies Inc. | Add +103.8% | 0.05% | +0.02 |
| AMT American Tower Corp. | Add +19.4% | 0.20% | +0.02 |
| TSLA Tesla Inc. | Add +90.0% | 0.03% | +0.02 |
| KO The Coca-Cola Co. | Add +13.0% | 0.71% | +0.01 |
| BLK BlackRock Inc. | Add +9.7% | 0.14% | +0.01 |
| BAC Bank of America Corp. | Add +0.4% | 0.32% | +0.01 |
| NEE Nextera Energy Inc. | Add +116.9% | 0.02% | +0.01 |
| AVGO Broadcom Inc. | Add +5.0% | 0.02% | +0.01 |
| GEV GE Vernova Inc. | Add +35.9% | 0.02% | +0.01 |
| HON Honeywell International Inc. | Add +4.0% | 0.15% | +0.01 |
| ADBE Adobe Inc. | Add +9.0% | 1.09% | +0.01 |
| ABNB Airbnb Inc. Class A | New | 0.01% | +0.01 |
| HD Home Depot Inc. | Add +20.8% | 0.05% | +0.01 |
| FCX Freeport-McMoran Inc. | Add +0.9% | 0.07% | +0.00 |
| KMB Kimberly-Clark Corp. | New | 0.00% | +0.00 |
| UBER Uber Technologies Inc. | New | 0.00% | +0.00 |
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 |