Evelyn Partners Investment Management Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.68B
Q ending 2026-03-31
Prior quarter
$3.62B
Q ending 2025-12-31
Change
+1.7% QoQ · +22.6% YoY
Positions
410
reported holdings
Largest positions
Top 100 of 410 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Astrazeneca Plc | Shares | $325.5M | 1.7M | |
| Microsoft Corp | MSFT | Shares | $260.5M | 704K |
| Amazon Com Inc | AMZN | Shares | $258.7M | 1.2M |
| Alphabet Inc | GOOGL | Shares | $258.0M | 897K |
| Nvidia Corporation | NVDA | Shares | $151.1M | 866K |
| Taiwan Semiconductor Manufac | TSM | Shares | $148.1M | 438K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $134.9M | 281K |
| Visa Inc | V | Shares | $106.4M | 352K |
| Crh Plc | Shares | $106.0M | 1.0M | |
| Apple Inc | AAPL | Shares | $104.2M | 410K |
| Stryker Corporation | SYK | Shares | $87.2M | 265K |
| Chubb Ltd Switz | Shares | $86.6M | 266K | |
| Jpmorgan Chase & Co | JPM | Shares | $84.3M | 286K |
| Coca Cola Co | KO | Shares | $75.6M | 994K |
| Meta Platforms Inc | META | Shares | $68.8M | 120K |
| Booking Holdings Inc | BKNG | Shares | $61.1M | 15K |
| Thermo Fisher Scientific Inc | TMO | Shares | $53.6M | 109K |
| Linde Plc | Shares | $44.4M | 90K | |
| Nextera Energy Inc | NEE | Shares | $43.1M | 464K |
| Idex Corp | IEX | Shares | $38.9M | 205K |
| Alphabet Inc | GOOG | Shares | $38.3M | 133K |
| Autozone Inc | AZO | Shares | $38.1M | 11K |
| Sprott Asset Management Lp | CEF | Shares | $38.1M | 798K |
| Nasdaq Inc | NDAQ | Shares | $36.3M | 428K |
| Bank America Corp | BAC | Shares | $33.7M | 692K |
| S&P Global Inc | SPGI | Shares | $33.6M | 79K |
| Goldman Sachs Group Inc | GS | Shares | $33.4M | 39K |
| Johnson & Johnson | JNJ | Shares | $33.0M | 135K |
| Totalenergies Se | Shares | $32.7M | 350K | |
| Mastercard Incorporated | MA | Shares | $32.3M | 65K |
| Tjx Cos Inc New | TJX | Shares | $30.6M | 192K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $29.0M | 445K |
| Intuitive Surgical Inc | ISRG | Shares | $28.8M | 62K |
| Walmart Inc | WMT | Shares | $27.6M | 222K |
| Zoetis Inc | ZTS | Shares | $27.4M | 232K |
| Unitedhealth Group Inc | UNH | Shares | $25.8M | 96K |
| Agnico Eagle Mines Ltd | AEM | Shares | $25.7M | 127K |
| Smurfit Westrock Plc | Shares | $24.0M | 603K | |
| Freeport Mcmoran Inc | FCX | Shares | $23.2M | 395K |
| Chevron Corporation | CVX | Shares | $20.7M | 100K |
| Netflix Inc. | NFLX | Shares | $20.0M | 208K |
| Newmont Corp | NEM | Shares | $19.4M | 179K |
| Amphenol Corp | APH | Shares | $19.0M | 150K |
| Danaher Corp Del | DHR | Shares | $18.9M | 100K |
| Broadcom Inc | AVGO | Shares | $18.6M | 60K |
| Mcdonalds Corp | MCD | Shares | $18.3M | 59K |
| Intuit | INTU | Shares | $16.4M | 38K |
| Exxon Mobil Corp | XOM | Shares | $16.2M | 96K |
| Procter & Gamble Co | PG | Shares | $16.0M | 111K |
| Ferrari N V | Shares | $15.8M | 47K | |
| Markel Group Inc | MKL | Shares | $14.9M | 8K |
| Blackstone Inc | BX | Shares | $14.6M | 127K |
| Cisco Sys Inc | CSCO | Shares | $12.5M | 161K |
| Ferguson Enterprises Inc | FERG | Shares | $11.4M | 49K |
| Costco Wholesale Corporation | COST | Shares | $11.2M | 11K |
| Disney Walt Co | DIS | Shares | $10.7M | 111K |
| Deere & Co | DE | Shares | $10.7M | 19K |
| Boston Scientific Corp | BSX | Shares | $10.6M | 169K |
| Ge Healthcare Technologies I | GEHC | Shares | $10.5M | 147K |
| Interactive Brokers Group In | IBKR | Shares | $9.9M | 148K |
| Eaton Corp Plc | Shares | $9.0M | 25K | |
| Wheaton Precious Metals Corp | WPM | Shares | $8.6M | 66K |
| American Wtr Wks Co Inc New | AWK | Shares | $8.3M | 61K |
| Palo Alto Networks Inc | PANW | Shares | $7.8M | 49K |
| Prologis Inc. | PLD | Shares | $7.8M | 59K |
| Cme Group Inc | CME | Shares | $7.5M | 25K |
| Spdr Gold Tr | GLD | Shares | $7.3M | 17K |
| Eli Lilly & Co | LLY | Shares | $6.6M | 7K |
| Abbott Laboratories | ABT | Shares | $6.3M | 61K |
| Mondelez Intl Inc | MDLZ | Shares | $6.0M | 104K |
| Arista Networks Inc | ANET | Shares | $5.8M | 47K |
| Pepsico Inc | PEP | Shares | $5.6M | 36K |
| American Tower Corp | AMT | Shares | $5.5M | 32K |
| Royal Bk Cda | RY | Shares | $5.3M | 33K |
| Accenture Plc Ireland | Shares | $4.9M | 25K | |
| Burford Capital Limited | Shares | $4.8M | 1.1M | |
| Verizon Communications Inc | VZ | Shares | $4.6M | 91K |
| L3Harris Technologies Inc | LHX | Shares | $4.5M | 13K |
| Salesforce Inc | CRM | Shares | $4.5M | 24K |
| Roper Technologies Inc | ROP | Shares | $4.5M | 13K |
| Eog Res Inc | EOG | Shares | $4.5M | 31K |
| Williams Cos Inc | WMB | Shares | $4.4M | 60K |
| Slb Limited | SLB | Shares | $4.2M | 83K |
| Honeywell Intl Inc | HONGBP | Shares | $3.9M | 17K |
| Invesco Qqq Tr | QQQ | Shares | $3.7M | 6K |
| Boeing Co | BA | Shares | $3.3M | 16K |
| Sherwin Williams Co | SHW | Shares | $3.2M | 10K |
| Toronto Dominion Bk Ont | TD | Shares | $3.2M | 34K |
| Caterpillar Inc | CAT | Shares | $3.0M | 4K |
| Martin Marietta Matls Inc | MLM | Shares | $2.8M | 5K |
| Citigroup Inc | C | Shares | $2.7M | 24K |
| Magnum Ice Cream Co Nv | Shares | $2.7M | 183K | |
| Msci Inc | MSCI | Shares | $2.7M | 5K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $2.6M | 15K |
| Cadence Design System Inc | CDNS | Shares | $2.6M | 9K |
| Colgate Palmolive Co | CL | Shares | $2.5M | 29K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.3M | 4K |
| Tesla Inc | TSLA | Shares | $2.3M | 6K |
| International Business Machs | IBM | Shares | $2.1M | 9K |
| Ishares Inc | URTH | Shares | $2.1M | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.