Evelyn Partners Investment Management Services Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Evelyn Partners Investment Management Services Ltd reported 262 stock positions worth $798.3 million. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Alphabet Class A (GOOGL, 6.2%) and Amazon.com (AMZN, 5.2%). Compared with Q3 2025, it opened 11 new positions, sold out of 16, added to 86 and reduced 70. The biggest buy was Booking (BKNG, shares +34%) and the biggest sale Mondelez International Class A (MDLZ, shares −13%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065205
- Portfolio Value
- $798.3M (Q4 2025)
- SEC Filing
- 0001420506-26-000368 ↗ filed Feb 13, 2026
Holdings Value
Holdings 262 stocks · $798.3M
| MSFT Microsoft Corp. | 6.46% | 106,643 | $51.6M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 6.15% | 156,936 | $49.1M | Reduce -10.9% |
| AMZN Amazon.com Inc. | 5.22% | 180,519 | $41.7M | Add +0.7% |
| V Visa Inc. Class A | 4.27% | 97,209 | $34.1M | Add +1.6% |
| TSM Taiwan Semiconductor-SP ADR | 3.50% | 91,821 | $27.9M | Add +10.3% |
| NVDA Nvidia Corp. | 3.26% | 139,488 | $26.0M | Add +8.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.13% | 49,658 | $25.0M | Add +5.6% |
| SYK Stryker Corp. | 3.08% | 70,034 | $24.6M | Add +2.5% |
| BKNG Booking Holdings Inc. | 2.94% | 4,390 | $23.5M | Add +34.1% |
| GS Goldman Sachs Group Inc. | 2.75% | 24,954 | $21.9M | Add +0.5% |
| CB Chubb Ltd. | 2.64% | 67,499 | $21.1M | Add +12.8% |
| JNJ Johnson & Johnson | 2.54% | 97,888 | $20.3M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 2.49% | 30,074 | $19.9M | Add +21.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.25% | 157,727 | $17.9M | Add +5.2% |
| TMO Thermo Fisher Scientific Inc. | 2.12% | 29,269 | $17.0M | Reduce -1.3% |
| MCD McDonald's Corp. | 1.99% | 52,047 | $15.9M | Add +3.1% |
| ADP Automatic Data Processing | 1.94% | 60,074 | $15.5M | Add +4.5% |
| AAPL Apple Inc. | 1.89% | 55,445 | $15.1M | Add +3.6% |
| CRH CRH PLC | 1.75% | 111,668 | $13.9M | Reduce -12.9% |
| ISRG Intuitive Surgical Inc. | 1.58% | 22,283 | $12.6M | Add +7.0% |
| MA Mastercard Inc. Class A | 1.53% | 21,437 | $12.2M | Add +3.4% |
| WPM Wheaton Precious Metals Corp. | 1.42% | 96,588 | $11.4M | Add +5.4% |
| ANET Arista Networks Inc. | 1.40% | 85,072 | $11.1M | Reduce -5.6% |
| CEF Sprott Physical Gold and Sil | 1.11% | 193,487 | $8.9M | Add +4.2% |
| ZTS Zoetis Inc. | 1.06% | 67,413 | $8.5M | Add +0.9% |
| FNV Franco-Nevada Corp. | 1.03% | 39,849 | $8.3M | Add +4.1% |
| MDLZ Mondelez International Inc. Class A | 1.03% | 153,122 | $8.2M | Reduce -13.4% |
| SPGI S&P Global Inc. | 1.03% | 15,672 | $8.2M | Add +22.4% |
| LLY Eli Lilly & Co. | 1.01% | 7,499 | $8.1M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.95% | 23,536 | $7.6M | Add +6.8% |
| PEP Pepsico Inc. | 0.92% | 51,316 | $7.4M | Reduce -5.4% |
| INTU Intuit Inc. | 0.92% | 11,116 | $7.4M | Reduce -3.4% |
| CL Colgate-Palmolive Co. | 0.89% | 90,212 | $7.1M | Reduce -1.3% |
| WAT Waters Corp. | 0.82% | 17,156 | $6.5M | Add +3.9% |
| ACN Accenture PLC Class A | 0.81% | 24,153 | $6.5M | Add +12.1% |
| NDAQ Nasdaq Inc. | 0.80% | 65,896 | $6.4M | Add +13.4% |
| KO The Coca-Cola Co. | 0.78% | 88,532 | $6.2M | Add +7.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 10,000 | $6.1M | No change |
| LIN Linde PLC | 0.76% | 14,271 | $6.1M | Add +14.9% |
| VT Vanguard Tot World STK ETF | 0.75% | 42,298 | $6.0M | Reduce -17.1% |
| AZO AutoZone Inc. | 0.64% | 1,504 | $5.1M | Add +7.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.63% | 74,378 | $5.1M | Reduce -3.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 32,398 | $5.0M | Add +18.4% |
| GLD SPDR Gold Shares | 0.61% | 12,302 | $4.9M | Reduce -0.8% |
| ROP Roper Technologies Inc. | 0.60% | 10,830 | $4.8M | Add +234.7% |
| CME Cme Group Inc. | 0.60% | 17,451 | $4.8M | Add +138.2% |
| LRCX Lam Research Corp. | 0.59% | 27,385 | $4.7M | Reduce -16.1% |
| PG The Procter & Gamble Co. | 0.53% | 29,318 | $4.2M | Reduce -32.0% |
| GDX Vaneck Gold Miners ETF | 0.52% | 48,834 | $4.2M | Add +9.5% |
| IEX Idex Corp. | 0.52% | 23,529 | $4.2M | Add +26.6% |
| SW Smurfit Westrock PLC | 0.48% | 99,654 | $3.9M | Reduce -12.2% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.45% | 127,654 | $3.6M | Add +5.1% |
| FERG Ferguson Enterprises Inc. | 0.41% | 14,725 | $3.3M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.38% | 8,675 | $3.0M | Add +84.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 50,647 | $2.8M | Add +7.8% |
| AEM Agnico Eagle Mines Ltd. | 0.35% | 16,400 | $2.8M | Reduce -1.6% |
| APH Amphenol Corp. Class A | 0.33% | 19,599 | $2.6M | Add +14.8% |
| PYPL PayPal Holdings Inc. | 0.33% | 45,187 | $2.6M | Reduce -17.2% |
| NEM Newmont Corp. | 0.32% | 25,528 | $2.5M | Add +1.6% |
| SGOL Abrdn Physical Gold Shares | 0.32% | 61,980 | $2.5M | Add +28.4% |
| PLD Prologis Inc. | 0.32% | 19,939 | $2.5M | Add +1.0% |
| VPL Vanguard Ftse Pacific ETF | 0.30% | 26,746 | $2.4M | Add +27.4% |
| AVEM Avantis Emerging Markets Eq | 0.28% | 29,242 | $2.3M | New |
| UNH Unitedhealth Group Inc. | 0.27% | 6,451 | $2.1M | Add +19.1% |
| PANW Palo Alto Networks Inc. | 0.26% | 11,136 | $2.1M | Add +11.9% |
| NEE Nextera Energy Inc. | 0.26% | 25,493 | $2.0M | Add +144.4% |
| VDE Vanguard Energy ETF | 0.25% | 15,870 | $2.0M | Add +22.3% |
| MKC.V McCormick & Co. Inc. VTG Com | 0.25% | 28,911 | $2.0M | No change |
| MICC The Magnum Ice Cream Co. NV | 0.24% | 119,314 | $1.9M | Add +61784.8% |
| WMT Walmart Inc. | 0.22% | 15,958 | $1.8M | Add +64.2% |
| AMT American Tower Corp. | 0.21% | 9,740 | $1.7M | Add +26.5% |
| NOC Northrop Grumman Corp. | 0.21% | 2,993 | $1.7M | Reduce -0.9% |
| B Barrick Mining Corp. | 0.21% | 37,968 | $1.7M | No change |
| GOOG Alphabet Inc. Class C | 0.21% | 5,227 | $1.6M | Reduce -28.9% |
| NOW ServiceNow Inc. | 0.20% | 10,284 | $1.6M | Add +26.3% |
| URA Global X Uranium ETF | 0.18% | 33,169 | $1.4M | Add +19.2% |
| CDNS Cadence Design SYS Inc. | 0.17% | 4,292 | $1.3M | Reduce -2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 4,606 | $1.3M | Add +48.8% |
| XOM Exxon Mobil Corp. | 0.16% | 10,767 | $1.3M | Add +0.5% |
| EWG iShares MSCI Germany ETF | 0.16% | 29,338 | $1.2M | Add +49.6% |
| ETN Eaton Corp. PLC | 0.15% | 3,715 | $1.2M | Reduce -22.3% |
| ADBE Adobe Inc. | 0.15% | 3,367 | $1.2M | Reduce -61.4% |
| TTE Totalenergies SE | 0.14% | 17,695 | $1.2M | New |
| GEHC GE Healthcare Technology | 0.14% | 13,985 | $1.1M | Add +168.4% |
| CP Canadian Pacific Kansas City | 0.14% | 15,206 | $1.1M | Add +0.9% |
| NFLX Netflix Inc. | 0.14% | 11,755 | $1.1M | Add +21.1% |
| MSCI MSCI Inc. | 0.14% | 1,884 | $1.1M | Add +6.6% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 3,118 | $960K | Add +8.3% |
| BLK BlackRock Inc. | 0.11% | 851 | $911K | Reduce -2.4% |
| MU Micron Technology Inc. | 0.11% | 3,058 | $873K | Reduce -3.1% |
| COST Costco Wholesale Corp. | 0.11% | 997 | $860K | Reduce -7.8% |
| RY Royal Bank of Canada | 0.10% | 4,578 | $780K | Add +13.8% |
| JLL Jones Lang Lasalle Inc. | 0.09% | 2,250 | $757K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.09% | 19,720 | $757K | Add +9.4% |
| RACE Ferrari NV | 0.09% | 1,918 | $718K | Add +14.1% |
| DE Deere & Co. | 0.09% | 1,526 | $710K | Add +241.4% |
| NKE Nike Inc. Class B | 0.09% | 10,819 | $689K | Reduce -13.9% |
| UBS UBS Group AG-Reg | 0.07% | 12,109 | $565K | Add +49.5% |
| ABBV Abbvie Inc. | 0.07% | 2,410 | $551K | Reduce -34.2% |
| CRM Salesforce Inc. | 0.07% | 2,024 | $536K | Reduce -39.8% |
Portfolio Sells Q3 2025 → Q4 2025
| MDLZ Mondelez International Inc. Class A | Reduce -13.4% | 1.03% | −0.45 |
| ANET Arista Networks Inc. | Reduce -5.6% | 1.40% | −0.37 |
| PG The Procter & Gamble Co. | Reduce -32.0% | 0.53% | −0.36 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.34 |
| CRH CRH PLC | Reduce -12.9% | 1.75% | −0.32 |
| ADBE Adobe Inc. | Reduce -61.4% | 0.15% | −0.27 |
| VT Vanguard Tot World STK ETF | Reduce -17.1% | 0.75% | −0.20 |
| SW Smurfit Westrock PLC | Reduce -12.2% | 0.48% | −0.17 |
| PYPL PayPal Holdings Inc. | Reduce -17.2% | 0.33% | −0.16 |
| APD Air Products & Chemicals Inc. | Reduce -76.3% | 0.03% | −0.14 |
| INTU Intuit Inc. | Reduce -3.4% | 0.92% | −0.13 |
| PEP Pepsico Inc. | Reduce -5.4% | 0.92% | −0.10 |
| ETN Eaton Corp. PLC | Reduce -22.3% | 0.15% | −0.09 |
| HON Honeywell International Inc. | Reduce -61.7% | 0.04% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -1.3% | 0.89% | −0.09 |
| IP International Paper Co. | Reduce -41.2% | 0.05% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -3.1% | 0.63% | −0.06 |
| ABBV Abbvie Inc. | Reduce -34.2% | 0.07% | −0.04 |
| CDNS Cadence Design SYS Inc. | Reduce -2.6% | 0.17% | −0.04 |
| CRM Salesforce Inc. | Reduce -39.8% | 0.07% | −0.04 |
| FERG Ferguson Enterprises Inc. | Reduce -1.2% | 0.41% | −0.04 |
| ORCL Oracle Corp. | Reduce -69.2% | 0.01% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -28.9% | 0.21% | −0.04 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -0.9% | 0.21% | −0.03 |
| NKE Nike Inc. Class B | Reduce -13.9% | 0.09% | −0.03 |
| AEM Agnico Eagle Mines Ltd. | Reduce -1.6% | 0.35% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -28.1% | 0.06% | −0.03 |
| BRO Brown & Brown Inc. | Reduce -88.8% | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.11% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -20.4% | 0.06% | −0.03 |
| BLK BlackRock Inc. | Reduce -2.4% | 0.11% | −0.02 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Reduce -15.6% | 0.05% | −0.02 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -38.9% | 0.02% | −0.02 |
| SBUX Starbucks Corp. | Reduce -89.2% | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -36.7% | 0.02% | −0.01 |
| ITA iShares U.S. Aerospace & Def | Reduce -61.9% | 0.01% | −0.01 |
| CVX Chevron Corp. | Reduce -29.4% | 0.02% | −0.01 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.01 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.01 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -90.2% | 0.00% | −0.01 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -30.7% | 0.01% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -6.5% | 0.05% | −0.01 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -75.9% | 0.00% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Reduce -58.1% | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BKNG Booking Holdings Inc. | Add +34.1% | 2.94% | +0.57 |
| ROP Roper Technologies Inc. | Add +234.7% | 0.60% | +0.39 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.3% | 3.50% | +0.37 |
| CB Chubb Ltd. | Add +12.8% | 2.64% | +0.37 |
| CME Cme Group Inc. | Add +138.2% | 0.60% | +0.33 |
| ISRG Intuitive Surgical Inc. | Add +7.0% | 1.58% | +0.33 |
| AVEM Avantis Emerging Markets Eq | New | 0.28% | +0.28 |
| LLY Eli Lilly & Co. | Add +2.9% | 1.01% | +0.26 |
| MICC The Magnum Ice Cream Co. NV | Add +61784.8% | 0.24% | +0.24 |
| CEF Sprott Physical Gold and Sil | Add +4.2% | 1.11% | +0.20 |
| SPGI S&P Global Inc. | Add +22.4% | 1.03% | +0.19 |
| AVGO Broadcom Inc. | Add +84.6% | 0.38% | +0.17 |
| WAT Waters Corp. | Add +3.9% | 0.82% | +0.15 |
| NEE Nextera Energy Inc. | Add +144.4% | 0.26% | +0.15 |
| TTE Totalenergies SE | New | 0.14% | +0.14 |
| IEX Idex Corp. | Add +26.6% | 0.52% | +0.12 |
| NDAQ Nasdaq Inc. | Add +13.4% | 0.80% | +0.11 |
| ACN Accenture PLC Class A | Add +12.1% | 0.81% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 2.75% | +0.09 |
| TJX TJX Companies Inc. | Add +18.4% | 0.62% | +0.09 |
| GEHC GE Healthcare Technology | Add +168.4% | 0.14% | +0.09 |
| WMT Walmart Inc. | Add +64.2% | 0.22% | +0.09 |
| SGOL Abrdn Physical Gold Shares | Add +28.4% | 0.32% | +0.08 |
| GDX Vaneck Gold Miners ETF | Add +9.5% | 0.52% | +0.07 |
| DE Deere & Co. | Add +241.4% | 0.09% | +0.06 |
| AAPL Apple Inc. | Add +3.6% | 1.89% | +0.06 |
| VPL Vanguard Ftse Pacific ETF | Add +27.4% | 0.30% | +0.06 |
| META Meta Platforms Inc. Class A | Add +21.9% | 2.49% | +0.06 |
| APH Amphenol Corp. Class A | Add +14.8% | 0.33% | +0.05 |
| EWG iShares MSCI Germany ETF | Add +49.6% | 0.16% | +0.05 |
| WPM Wheaton Precious Metals Corp. | Add +5.4% | 1.42% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +48.8% | 0.17% | +0.05 |
| KO The Coca-Cola Co. | Add +7.4% | 0.78% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +535.7% | 0.04% | +0.04 |
| NEM Newmont Corp. | Add +1.6% | 0.32% | +0.04 |
| NVDA Nvidia Corp. | Add +8.3% | 3.26% | +0.03 |
| VDE Vanguard Energy ETF | Add +22.3% | 0.25% | +0.03 |
| UBS UBS Group AG-Reg | Add +49.5% | 0.07% | +0.03 |
| BAC Bank of America Corp. | Add +7.8% | 0.35% | +0.02 |
| RY Royal Bank of Canada | Add +13.8% | 0.10% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +6.8% | 0.95% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +19.1% | 0.27% | +0.02 |
| PLD Prologis Inc. | Add +1.0% | 0.32% | +0.02 |
| AMT American Tower Corp. | Add +26.5% | 0.21% | +0.02 |
| BSX Boston Scientific Corp. | Add +298.8% | 0.02% | +0.01 |
| VZ Verizon Communications Inc. | Add +48.7% | 0.06% | +0.01 |
| LOGI Logitech International-Reg | New | 0.01% | +0.01 |
| AXON Axon Enterprise Inc. | Add +75.6% | 0.05% | +0.01 |
| SLB SLB Ltd. | Add +9.4% | 0.09% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +130.5% | 0.02% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | Sold out | 16 | $198before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |