Evelyn Partners Investment Management Services Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Evelyn Partners Investment Management Services Ltd reported 265 stock positions worth $744.9 million. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Alphabet Class A (GOOGL, 5.8%) and Amazon.com (AMZN, 5.3%). Compared with Q2 2025, it opened 10 new positions, sold out of 8, added to 103 and reduced 49. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Adobe (ADBE, shares −54%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065205
- Portfolio Value
- $744.9M (Q3 2025)
- SEC Filing
- 0001420506-25-003428 ↗ filed Nov 14, 2025
Holdings Value
Holdings 265 stocks · $744.9M
| MSFT Microsoft Corp. | 7.19% | 103,350 | $53.5M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 5.75% | 176,224 | $42.8M | Add +1.3% |
| AMZN Amazon.com Inc. | 5.29% | 179,297 | $39.4M | Add +10.7% |
| V Visa Inc. Class A | 4.38% | 95,669 | $32.7M | Add +6.1% |
| SYK Stryker Corp. | 3.39% | 68,339 | $25.3M | Add +4.4% |
| NVDA Nvidia Corp. | 3.23% | 128,841 | $24.0M | Reduce -11.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.17% | 47,011 | $23.6M | Add +6.9% |
| TSM Taiwan Semiconductor-SP ADR | 3.12% | 83,234 | $23.2M | Add +24.0% |
| GS Goldman Sachs Group Inc. | 2.65% | 24,826 | $19.8M | Add +3.1% |
| JNJ Johnson & Johnson | 2.45% | 98,438 | $18.3M | Reduce -3.1% |
| META Meta Platforms Inc. Class A | 2.43% | 24,664 | $18.1M | Add +6.4% |
| BKNG Booking Holdings Inc. | 2.37% | 3,273 | $17.7M | Add +7.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.31% | 149,965 | $17.2M | Add +6.0% |
| CB Chubb Ltd. | 2.27% | 59,858 | $16.9M | Add +18.4% |
| ADP Automatic Data Processing | 2.26% | 57,483 | $16.9M | Add +2.5% |
| CRH CRH PLC | 2.06% | 128,220 | $15.4M | Add +2.0% |
| MCD McDonald's Corp. | 2.06% | 50,486 | $15.3M | Add +7.8% |
| TMO Thermo Fisher Scientific Inc. | 1.93% | 29,653 | $14.4M | Add +5.5% |
| AAPL Apple Inc. | 1.83% | 53,531 | $13.6M | Reduce -8.0% |
| ANET Arista Networks Inc. | 1.76% | 90,119 | $13.1M | Reduce -2.1% |
| MA Mastercard Inc. Class A | 1.58% | 20,738 | $11.8M | Add +9.1% |
| MDLZ Mondelez International Inc. Class A | 1.48% | 176,784 | $11.0M | Add +5.1% |
| WPM Wheaton Precious Metals Corp. | 1.38% | 91,636 | $10.3M | Add +1.4% |
| ZTS Zoetis Inc. | 1.31% | 66,820 | $9.8M | Add +16.3% |
| ISRG Intuitive Surgical Inc. | 1.25% | 20,823 | $9.3M | Add +7.9% |
| FNV Franco-Nevada Corp. | 1.14% | 38,264 | $8.5M | Add +1.5% |
| INTU Intuit Inc. | 1.06% | 11,512 | $7.9M | Add +1.1% |
| PEP Pepsico Inc. | 1.02% | 54,255 | $7.6M | Reduce -3.3% |
| CL Colgate-Palmolive Co. | 0.98% | 91,397 | $7.3M | Add +4.2% |
| VT Vanguard Tot World STK ETF | 0.94% | 51,018 | $7.0M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.93% | 22,029 | $6.9M | Add +13.4% |
| CEF Sprott Physical Gold and Sil | 0.91% | 185,647 | $6.8M | Add +2.6% |
| PG The Procter & Gamble Co. | 0.89% | 43,125 | $6.6M | Add +1.5% |
| SPGI S&P Global Inc. | 0.84% | 12,799 | $6.2M | Add +25.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 10,000 | $6.0M | No change |
| AZO AutoZone Inc. | 0.80% | 1,395 | $6.0M | Add +15.7% |
| LIN Linde PLC | 0.79% | 12,419 | $5.9M | Add +18.2% |
| LLY Eli Lilly & Co. | 0.75% | 7,288 | $5.6M | Add +358.6% |
| KO The Coca-Cola Co. | 0.73% | 82,405 | $5.5M | Add +23.5% |
| ACN Accenture PLC Class A | 0.71% | 21,544 | $5.3M | Reduce -0.5% |
| NDAQ Nasdaq Inc. | 0.69% | 58,085 | $5.1M | Add +56.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.69% | 76,779 | $5.1M | No change |
| WAT Waters Corp. | 0.66% | 16,515 | $5.0M | Add +7.2% |
| SW Smurfit Westrock PLC | 0.65% | 113,517 | $4.8M | Add +6.7% |
| GLD SPDR Gold Shares | 0.59% | 12,405 | $4.4M | Add +1.1% |
| LRCX Lam Research Corp. | 0.59% | 32,645 | $4.4M | Reduce -11.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.53% | 27,363 | $4.0M | Add +60.1% |
| PYPL PayPal Holdings Inc. | 0.49% | 54,557 | $3.7M | Add +3.2% |
| GDX Vaneck Gold Miners ETF | 0.46% | 44,592 | $3.4M | Add +0.4% |
| FERG Ferguson Enterprises Inc. | 0.45% | 14,900 | $3.3M | Reduce -12.3% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.45% | 121,477 | $3.3M | Add +0.3% |
| ADBE Adobe Inc. | 0.41% | 8,716 | $3.1M | Reduce -53.5% |
| IEX Idex Corp. | 0.41% | 18,589 | $3.0M | Add +20.6% |
| AEM Agnico Eagle Mines Ltd. | 0.38% | 16,660 | $2.8M | Reduce -5.7% |
| EA Electronic Arts Inc. | 0.34% | 12,528 | $2.5M | Add +2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 46,974 | $2.4M | Add +5.7% |
| PLD Prologis Inc. | 0.30% | 19,733 | $2.3M | Add +19.0% |
| NEM Newmont Corp. | 0.28% | 25,116 | $2.1M | Reduce -2.1% |
| APH Amphenol Corp. Class A | 0.28% | 17,072 | $2.1M | Add +122.2% |
| PANW Palo Alto Networks Inc. | 0.27% | 9,954 | $2.0M | Add +25.9% |
| CME Cme Group Inc. | 0.27% | 7,325 | $2.0M | Add +221.6% |
| MKC.V McCormick & Co. Inc. VTG Com | 0.26% | 28,911 | $1.9M | Reduce -2.6% |
| UNH Unitedhealth Group Inc. | 0.25% | 5,416 | $1.9M | Reduce -1.9% |
| VPL Vanguard Ftse Pacific ETF | 0.25% | 20,999 | $1.8M | Add +3.0% |
| NOC Northrop Grumman Corp. | 0.25% | 3,020 | $1.8M | Reduce -10.5% |
| GOOG Alphabet Inc. Class C | 0.24% | 7,357 | $1.8M | Reduce -8.1% |
| ETN Eaton Corp. PLC | 0.24% | 4,782 | $1.8M | Reduce -2.7% |
| SGOL Abrdn Physical Gold Shares | 0.24% | 48,267 | $1.8M | Add +0.2% |
| VDE Vanguard Energy ETF | 0.22% | 12,976 | $1.6M | Add +3.6% |
| ROP Roper Technologies Inc. | 0.22% | 3,236 | $1.6M | Add +499.3% |
| AVGO Broadcom Inc. | 0.21% | 4,700 | $1.6M | Add +699.3% |
| CDNS Cadence Design SYS Inc. | 0.21% | 4,408 | $1.5M | Reduce -25.2% |
| NOW ServiceNow Inc. | 0.20% | 1,628 | $1.5M | Add +31.6% |
| AMT American Tower Corp. | 0.20% | 7,700 | $1.5M | Add +27.4% |
| URA Global X Uranium ETF | 0.18% | 27,827 | $1.3M | Reduce -2.4% |
| APD Air Products & Chemicals Inc. | 0.17% | 4,631 | $1.3M | Add +12.5% |
| B Barrick Mining Corp. | 0.17% | 37,968 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.16% | 10,715 | $1.2M | No change |
| NFLX Netflix Inc. | 0.16% | 971 | $1.2M | Add +5.7% |
| CP Canadian Pacific Kansas City | 0.15% | 15,071 | $1.1M | Add +6.9% |
| BLK BlackRock Inc. | 0.14% | 872 | $1.0M | Reduce -2.9% |
| MSCI MSCI Inc. | 0.13% | 1,767 | $1.0M | Reduce -4.7% |
| WMT Walmart Inc. | 0.13% | 9,721 | $1.0M | Reduce -22.4% |
| COST Costco Wholesale Corp. | 0.13% | 1,081 | $1.0M | Reduce -13.0% |
| HON Honeywell International Inc. | 0.13% | 4,733 | $996K | Add +7.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 3,096 | $909K | Add +16.5% |
| NKE Nike Inc. Class B | 0.12% | 12,560 | $876K | Reduce -5.0% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 2,879 | $866K | Add +0.6% |
| ABBV Abbvie Inc. | 0.11% | 3,662 | $848K | Add +23.2% |
| EWG iShares MSCI Germany ETF | 0.11% | 19,610 | $816K | New |
| IP International Paper Co. | 0.11% | 17,570 | $815K | Reduce -9.7% |
| RACE Ferrari NV | 0.11% | 1,681 | $812K | Add +81.3% |
| CRM Salesforce Inc. | 0.11% | 3,360 | $796K | Add +2.7% |
| NEE Nextera Energy Inc. | 0.11% | 10,429 | $787K | Add +437.9% |
| JLL Jones Lang Lasalle Inc. | 0.09% | 2,250 | $671K | No change |
| BDX Becton Dickinson and Co. | 0.09% | 3,524 | $660K | Add +0.1% |
| TXN Texas Instruments Inc. | 0.09% | 3,555 | $653K | Add +14.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.08% | 18,032 | $620K | Reduce -21.3% |
| RY Royal Bank of Canada | 0.08% | 4,021 | $593K | No change |
| ABT Abbott Laboratories | 0.07% | 4,084 | $547K | Add +16.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $198 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 16 | $198 | No change |
Total filed on the 13F, all lines: $744.9M.
Portfolio Sells Q2 2025 → Q3 2025
| ADBE Adobe Inc. | Reduce -53.5% | 0.41% | −0.68 |
| ACN Accenture PLC Class A | Reduce -0.5% | 0.71% | −0.26 |
| NVDA Nvidia Corp. | Reduce -11.9% | 3.23% | −0.24 |
| VGK Vanguard Ftse Europe ETF | Reduce -71.5% | 0.04% | −0.13 |
| INDV Indivior Ltd. | Reduce -93.8% | 0.01% | −0.12 |
| FERG Ferguson Enterprises Inc. | Reduce -12.3% | 0.45% | −0.11 |
| PEP Pepsico Inc. | Reduce -3.3% | 1.02% | −0.09 |
| VT Vanguard Tot World STK ETF | Reduce -4.3% | 0.94% | −0.08 |
| MKC.V McCormick & Co. Inc. VTG Com | Reduce -2.6% | 0.26% | −0.08 |
| CDNS Cadence Design SYS Inc. | Reduce -25.2% | 0.21% | −0.06 |
| TRI Thomson Reuters Corp. | Reduce -23.4% | 0.06% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -13.0% | 0.13% | −0.05 |
| WMT Walmart Inc. | Reduce -22.4% | 0.13% | −0.05 |
| FCX Freeport-McMoran Inc. | Reduce -43.0% | 0.03% | −0.04 |
| SLB SLB Ltd. | Reduce -21.3% | 0.08% | −0.03 |
| PFE Pfizer Inc. | Reduce -43.5% | 0.03% | −0.03 |
| IP International Paper Co. | Reduce -9.7% | 0.11% | −0.03 |
| MSCI MSCI Inc. | Reduce -4.7% | 0.13% | −0.03 |
| NKE Nike Inc. Class B | Reduce -5.0% | 0.12% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -2.7% | 0.24% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -32.7% | 0.04% | −0.02 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.02 |
| DHR Danaher Corp. | Reduce -30.9% | 0.02% | −0.02 |
| HRI Herc Holdings Inc. | Reduce -68.2% | 0.00% | −0.01 |
| DE Deere & Co. | Reduce -12.3% | 0.03% | −0.01 |
| ADSK Autodesk Inc. | Reduce -30.8% | 0.02% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -33.3% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.25% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -10.5% | 0.25% | −0.01 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Reduce -2.9% | 0.14% | −0.01 |
| TDIV FT Nasdaq Tech DVD Index FD | Sold out | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -38.1% | 0.01% | −0.00 |
| HD Home Depot Inc. | Reduce -5.6% | 0.05% | −0.00 |
| PCT Purecycle Technologies Inc. | Reduce -2.7% | 0.02% | −0.00 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.00 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -1.0% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -19.8% | 0.01% | −0.00 |
| JXN Jackson Financial Inc. Class A | Reduce -25.2% | 0.01% | −0.00 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.00 |
| STT State Street Corp. | Reduce -8.3% | 0.01% | −0.00 |
| DOLE Dole PLC | Sold out | 0.00% | −0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.00 |
| EMBC Embecta Corp. | Reduce -45.7% | 0.00% | 0.00 |
| FAST Fastenal Co. | Reduce -3.6% | 0.06% | +0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -1.6% | 0.01% | +0.00 |
| MU Micron Technology Inc. | Reduce -14.7% | 0.07% | +0.00 |
| TSLA Tesla Inc. | Reduce -5.4% | 0.04% | +0.01 |
| URA Global X Uranium ETF | Reduce -2.4% | 0.18% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +1.3% | 5.75% | +1.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +24.0% | 3.12% | +0.84 |
| LLY Eli Lilly & Co. | Add +358.6% | 0.75% | +0.56 |
| CRH CRH PLC | Add +2.0% | 2.06% | +0.33 |
| TMO Thermo Fisher Scientific Inc. | Add +5.5% | 1.93% | +0.22 |
| TJX TJX Companies Inc. | Add +60.1% | 0.53% | +0.21 |
| FNV Franco-Nevada Corp. | Add +1.5% | 1.14% | +0.21 |
| NDAQ Nasdaq Inc. | Add +56.6% | 0.69% | +0.19 |
| AVGO Broadcom Inc. | Add +699.3% | 0.21% | +0.18 |
| CME Cme Group Inc. | Add +221.6% | 0.27% | +0.17 |
| ROP Roper Technologies Inc. | Add +499.3% | 0.22% | +0.17 |
| APH Amphenol Corp. Class A | Add +122.2% | 0.28% | +0.17 |
| WPM Wheaton Precious Metals Corp. | Add +1.4% | 1.38% | +0.15 |
| AZO AutoZone Inc. | Add +15.7% | 0.80% | +0.13 |
| GDX Vaneck Gold Miners ETF | Add +0.4% | 0.46% | +0.11 |
| EWG iShares MSCI Germany ETF | New | 0.11% | +0.11 |
| CEF Sprott Physical Gold and Sil | Add +2.6% | 0.91% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +3.1% | 2.65% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +13.4% | 0.93% | +0.09 |
| NEE Nextera Energy Inc. | Add +437.9% | 0.11% | +0.09 |
| CB Chubb Ltd. | Add +18.4% | 2.27% | +0.07 |
| LIN Linde PLC | Add +18.2% | 0.79% | +0.05 |
| EA Electronic Arts Inc. | Add +2.6% | 0.34% | +0.05 |
| PLD Prologis Inc. | Add +19.0% | 0.30% | +0.04 |
| RACE Ferrari NV | Add +81.3% | 0.11% | +0.04 |
| ORCL Oracle Corp. | Add +225.0% | 0.04% | +0.03 |
| ABBV Abbvie Inc. | Add +23.2% | 0.11% | +0.03 |
| GLD SPDR Gold Shares | Add +1.1% | 0.59% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +25.9% | 0.27% | +0.03 |
| SPGI S&P Global Inc. | Add +25.5% | 0.84% | +0.03 |
| KO The Coca-Cola Co. | Add +23.5% | 0.73% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +95.4% | 0.04% | +0.02 |
| QCOM Qualcomm Inc. | Add +85.0% | 0.04% | +0.02 |
| SBUX Starbucks Corp. | Add +828.0% | 0.02% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +501.7% | 0.02% | +0.01 |
| CSCO Cisco Systems Inc. | Add +42.4% | 0.06% | +0.01 |
| CVS CVS Health Corp. | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +16.5% | 0.12% | +0.01 |
| SGOL Abrdn Physical Gold Shares | Add +0.2% | 0.24% | +0.01 |
| NOW ServiceNow Inc. | Add +31.6% | 0.20% | +0.01 |
| PHYS Sprott Physical Gold Trust | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +5.7% | 0.33% | +0.01 |
| PODD Insulet Corp. | Add +142.9% | 0.02% | +0.01 |
| UPS United Parcel Service Class B | New | 0.01% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.01% | +0.01 |
| SLF Sun Life Financial Inc. | New | 0.01% | +0.01 |
| MCD McDonald's Corp. | Add +7.8% | 2.06% | +0.01 |
| VZ Verizon Communications Inc. | Add +26.3% | 0.05% | +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 |