Institutions / Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP
CIK 2065206 · Institution · as of Dec 31, 2025
Portfolio value
$3.62B
Positions
413
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 413 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $325.25M | 9.0% |
| Alphabet Inc. | $289.70M | 8.0% |
| Amazon.com Inc | $281.41M | 7.8% |
| NVIDIA Corp | $156.74M | 4.3% |
| Warren E. Buffett | $140.33M | 3.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $136.83M | 3.8% |
| Crh Public Ltd Co | $129.28M | 3.6% |
| Visa Inc | $126.98M | 3.5% |
| Apple Inc. | $106.55M | 2.9% |
| Stryker Corp | $93.95M | 2.6% |
| JPMorgan Chase & Co | $87.29M | 2.4% |
| Booking Holdings Inc | $84.99M | 2.3% |
| Chubb Ltd | $82.68M | 2.3% |
| Meta Platforms Inc | $70.93M | 2.0% |
| Coca Cola Co | $67.80M | 1.9% |
| Thermo Fisher Scientific Inc. | $60.47M | 1.7% |
| Unitedhealth Group Inc | $55.11M | 1.5% |
| Alphabet Inc. | $43.18M | 1.2% |
| S&P Global Inc. | $42.04M | 1.2% |
| NASDAQ, Inc. | $41.79M | 1.2% |
| Mastercard Inc | $40.86M | 1.1% |
| Linde PLC | $38.54M | 1.1% |
| Zoetis Inc. | $38.16M | 1.1% |
| Sprott Asset Management LP | $37.17M | 1.0% |
| The Goldman Sachs Group, Inc. | $36.68M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.