Evelyn Partners Investment Management Services Ltd

Est. AUM

$839.0M

13F long equity, this entity only

Positions

279

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ASTRAZENECA PLC	ORD	$96.8M	498147	11.54%	SOLE
2	ALPHABET INC	CAP STK CL A	$46.3M	160848	5.51%	SOLE
3	MICROSOFT CORP	COM	$43.6M	117766	5.20%	SOLE
4	AMAZON COM INC	COM	$40.2M	193160	4.80%	SOLE
5	VISA INC	COM CL A	$29.1M	96281	3.47%	SOLE
6	NVIDIA CORPORATION	COM	$28.1M	161309	3.35%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$26.0M	54266	3.10%	SOLE
8	JOHNSON & JOHNSON	COM	$25.2M	103098	3.00%	SOLE
9	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$25.0M	74109	2.99%	SOLE
10	STRYKER CORPORATION	COM	$23.1M	70182	2.75%	SOLE
11	CHUBB LTD SWITZ	COM	$22.9M	70285	2.73%	SOLE
12	META PLATFORMS INC	CL A	$19.5M	34145	2.33%	SOLE
13	BOOKING HOLDINGS INC	COM	$19.4M	4620	2.32%	SOLE
14	APPLE INC	COM	$16.4M	64657	1.96%	SOLE
15	GOLDMAN SACHS GROUP INC	COM	$14.1M	16672	1.68%	SOLE
16	MCDONALDS CORP	COM	$13.6M	43916	1.63%	SOLE
17	MASTERCARD INCORPORATED	CL A	$13.4M	26864	1.60%	SOLE
18	WHEATON PRECIOUS METALS CORP	COM	$13.4M	102110	1.60%	SOLE
19	CRH PLC	ORD	$12.7M	120667	1.51%	SOLE
20	AUTOMATIC DATA PROCESSING IN	COM	$11.9M	58379	1.41%	SOLE
21	ARISTA NETWORKS INC	COM SHS	$10.5M	85717	1.25%	SOLE
22	FRANCO NEV CORP	COM	$10.5M	42546	1.25%	SOLE
23	JPMORGAN CHASE & CO	COM	$9.6M	32754	1.15%	SOLE
24	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$9.4M	198011	1.13%	SOLE
25	THERMO FISHER SCIENTIFIC INC	COM	$8.9M	18071	1.06%	SOLE
26	INTUIT	COM	$8.7M	20031	1.03%	SOLE
27	ELI LILLY & CO	COM	$8.2M	8949	0.98%	SOLE
28	DISNEY WALT CO	COM	$8.2M	85308	0.98%	SOLE
29	MONDELEZ INTL INC	CL A	$7.9M	136948	0.94%	SOLE
30	COCA COLA CO	COM	$7.0M	91443	0.83%	SOLE
31	S&P GLOBAL INC	COM	$6.8M	15919	0.81%	SOLE
32	TJX COS INC NEW	COM	$6.8M	42268	0.80%	SOLE
33	NASDAQ INC	COM	$6.6M	77843	0.79%	SOLE
34	ZOETIS INC	CL A	$6.0M	51178	0.72%	SOLE
35	GALLAGHER ARTHUR J & CO	COM	$5.8M	27000	0.70%	SOLE
36	LINDE PLC	SHS	$5.8M	11776	0.70%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$5.8M	10000	0.69%	SOLE
38	AMPHENOL CORP	CL A	$5.8M	45599	0.69%	SOLE
39	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.5M	39602	0.65%	SOLE
40	LAM RESEARCH CORP	COM NEW	$5.3M	24941	0.64%	SOLE
41	CME GROUP INC	COM	$5.3M	17910	0.63%	SOLE
42	WATERS CORP	COM	$5.0M	16715	0.59%	SOLE
43	AUTOZONE INC	COM	$5.0M	1471	0.59%	SOLE
44	BROADCOM INC	COM	$4.8M	15630	0.58%	SOLE
45	ACCENTURE PLC IRELAND	SHS CLASS A	$4.8M	24081	0.57%	SOLE
46	IDEX CORP	COM	$4.5M	23574	0.53%	SOLE
47	VANECK ETF TRUST	GOLD MINERS ETF	$4.4M	47550	0.52%	SOLE
48	SPDR GOLD TR	GOLD SHS	$4.2M	9780	0.50%	SOLE
49	MCCORMICK & CO INC	COM NON VTG	$3.8M	74378	0.45%	SOLE
50	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$3.6M	120554	0.43%	SOLE

1–50 of 279

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.