Evelyn Partners Investment Management LLP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
MICROSOFT CORP	—	$325.25M	672,530	9.0%
Alphabet Inc.	—	$289.70M	925,561	8.0%
Amazon.com Inc	—	$281.41M	1,219,180	7.8%
NVIDIA Corp	—	$156.74M	840,403	4.3%
Warren E. Buffett	—	$140.33M	279,184	3.9%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$136.83M	450,249	3.8%
CRH PUBLIC LTD CO	—	$129.28M	1,035,861	3.6%
Visa Inc	—	$126.98M	362,056	3.5%
Apple Inc.	—	$106.55M	391,945	2.9%
STRYKER CORP	—	$93.95M	267,314	2.6%
JPMORGAN CHASE & CO	—	$87.29M	270,892	2.4%
Booking Holdings Inc	—	$84.99M	15,870	2.3%
Chubb Ltd	—	$82.68M	264,903	2.3%
Meta Platforms Inc	—	$70.93M	107,457	2.0%
COCA COLA CO	—	$67.80M	969,870	1.9%
THERMO FISHER SCIENTIFIC INC.	—	$60.47M	104,357	1.7%
UNITEDHEALTH GROUP INC	—	$55.11M	166,939	1.5%
Alphabet Inc.	—	$43.18M	137,592	1.2%
S&P Global Inc.	—	$42.04M	80,453	1.2%
NASDAQ, Inc.	—	$41.79M	430,244	1.2%
Mastercard Inc	—	$40.86M	71,566	1.1%
LINDE PLC	—	$38.54M	90,379	1.1%
Zoetis Inc.	—	$38.16M	303,314	1.1%
SPROTT ASSET MANAGEMENT LP	—	$37.17M	811,531	1.0%
THE GOLDMAN SACHS GROUP, INC.	—	$36.68M	41,729	1.0%
AUTOZONE INC	—	$35.49M	10,465	1.0%
BANK OF AMERICA CORP /DE	—	$35.34M	642,622	1.0%
IDEX CORP /DE	—	$32.98M	185,359	0.9%
NEXTERA ENERGY INC	—	$32.56M	405,615	0.9%
TJX Cos Inc/The	—	$30.54M	198,801	0.8%
Intuitive Surgical Inc	—	$30.36M	53,599	0.8%
JOHNSON & JOHNSON	—	$28.51M	137,774	0.8%
DANAHER CORP /DE	—	$27.83M	121,592	0.8%
Smurfit Westrock plc	—	$26.72M	691,023	0.7%
Walmart Inc.	—	$26.43M	237,236	0.7%
ROPER TECHNOLOGIES INC	—	$25.44M	57,143	0.7%
FERRARI N V	—	$24.90M	66,528	0.7%
Blackstone Inc	—	$23.59M	153,033	0.7%
AGNICO EAGLE MINES LTD	—	$22.28M	131,375	0.6%
TotalEnergies SE	—	$22.26M	340,877	0.6%
GE HealthCare Technologies Inc.	—	$19.46M	237,279	0.5%
MCDONALD'S CORP	—	$19.35M	63,321	0.5%
Newmont Corp	—	$18.67M	186,964	0.5%
PROCTER & GAMBLE Co	—	$18.35M	128,042	0.5%
FREEPORT-MCMORAN INC	—	$17.75M	349,543	0.5%
Netflix Inc	—	$17.75M	189,331	0.5%
INTUIT INC.	—	$16.96M	25,606	0.5%
Markel Group Inc	—	$16.45M	7,651	0.5%
BURFORD CAP LTD	—	$16.42M	1,829,353	0.5%
CHEVRON CORP	—	$15.81M	103,729	0.4%