Evelyn Partners Investment Management Servic
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$850.0M
Q ending 2026-03-31
Prior quarter
$798.3M
Q ending 2025-12-31
Change
+6.5% QoQ · +39.5% YoY
Positions
281
reported holdings
Largest positions
Top 100 of 281 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 | $96.8M | 498K | |
| Alphabet Inc | GOOGL | Shares | $46.3M | 161K |
| Microsoft Corp | MSFT | Shares | $43.6M | 118K |
| Amazon Com Inc | AMZN | Shares | $40.2M | 193K |
| Visa Inc | V | Shares | $29.1M | 96K |
| Nvidia Corporation | NVDA | Shares | $28.1M | 161K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $26.0M | 54K |
| Johnson & Johnson | JNJ | Shares | $25.2M | 103K |
| Taiwan Semiconductor Manufac | TSM | Shares | $25.0M | 74K |
| Stryker Corporation | SYK | Shares | $23.1M | 70K |
| Chubb Ltd Switz | Shares | $22.9M | 70K | |
| Meta Platforms Inc | META | Shares | $19.5M | 34K |
| Booking Holdings Inc | BKNG | Shares | $19.4M | 5K |
| Apple Inc | AAPL | Shares | $16.4M | 65K |
| Goldman Sachs Group Inc | GS | Shares | $14.1M | 17K |
| Mcdonalds Corp | MCD | Shares | $13.6M | 44K |
| Mastercard Incorporated | MA | Shares | $13.4M | 27K |
| Wheaton Precious Metals Corp | WPM | Shares | $13.4M | 102K |
| Crh Plc | Shares | $12.7M | 121K | |
| Automatic Data Processing In | ADP | Shares | $11.9M | 58K |
| Intuitive Surgical Inc | ISRG | Shares | $11.0M | 24K |
| Arista Networks Inc | ANET | Shares | $10.5M | 86K |
| Franco Nev Corp | FNV | Shares | $10.5M | 43K |
| Jpmorgan Chase & Co | JPM | Shares | $9.6M | 33K |
| Sprott Asset Management Lp | CEF | Shares | $9.4M | 198K |
| Thermo Fisher Scientific Inc | TMO | Shares | $8.9M | 18K |
| Intuit | INTU | Shares | $8.7M | 20K |
| Eli Lilly & Co | LLY | Shares | $8.2M | 9K |
| Disney Walt Co | DIS | Shares | $8.2M | 85K |
| Mondelez Intl Inc | MDLZ | Shares | $7.9M | 137K |
| Coca Cola Co | KO | Shares | $7.0M | 91K |
| S&P Global Inc | SPGI | Shares | $6.8M | 16K |
| Tjx Cos Inc New | TJX | Shares | $6.8M | 42K |
| Nasdaq Inc | NDAQ | Shares | $6.6M | 78K |
| Zoetis Inc | ZTS | Shares | $6.0M | 51K |
| Gallagher Arthur J & Co | AJG | Shares | $5.8M | 27K |
| Linde Plc | Shares | $5.8M | 12K | |
| Invesco Qqq Tr | QQQ | Shares | $5.8M | 10K |
| Amphenol Corp | APH | Shares | $5.8M | 46K |
| Vanguard Intl Equity Index F | VT | Shares | $5.5M | 40K |
| Lam Research Corp | LRCX | Shares | $5.3M | 25K |
| Cme Group Inc | CME | Shares | $5.3M | 18K |
| Waters Corp | WAT | Shares | $5.0M | 17K |
| Autozone Inc | AZO | Shares | $5.0M | 1K |
| Broadcom Inc | AVGO | Shares | $4.8M | 16K |
| Accenture Plc Ireland | Shares | $4.8M | 24K | |
| Idex Corp | IEX | Shares | $4.5M | 24K |
| Vaneck Etf Trust | GDX | Shares | $4.4M | 48K |
| Spdr Gold Tr | GLD | Shares | $4.2M | 10K |
| Mccormick & Co Inc | MKC | Shares | $3.8M | 74K |
| Litman Gregory Fds Tr | DBMF | Shares | $3.6M | 121K |
| Ferguson Enterprises Inc | FERG | Shares | $3.2M | 14K |
| Smurfit Westrock Plc | Shares | $3.2M | 80K | |
| Agnico Eagle Mines Ltd | AEM | Shares | $3.2M | 16K |
| Procter & Gamble Co | PG | Shares | $3.1M | 21K |
| Walmart Inc | WMT | Shares | $2.9M | 23K |
| Nextera Energy Inc | NEE | Shares | $2.8M | 30K |
| Netflix Inc. | NFLX | Shares | $2.8M | 29K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $2.7M | 42K |
| Prologis Inc. | PLD | Shares | $2.7M | 20K |
| Vanguard World Fd | VDE | Shares | $2.7M | 15K |
| Ge Healthcare Technologies I | GEHC | Shares | $2.6M | 37K |
| Newmont Corp | NEM | Shares | $2.6M | 24K |
| Vanguard Intl Equity Index F | VPL | Shares | $2.5M | 26K |
| Bank America Corp | BAC | Shares | $2.4M | 49K |
| American Centy Etf Tr | AVEM | Shares | $2.4M | 29K |
| Palo Alto Networks Inc | PANW | Shares | $2.3M | 15K |
| Totalenergies Se | Shares | $2.3M | 25K | |
| Etfs Gold Tr | SGOL | Shares | $2.3M | 51K |
| Northrop Grumman Corp | NOC | Shares | $2.0M | 3K |
| American Tower Corp | AMT | Shares | $1.9M | 11K |
| Exxon Mobil Corp | XOM | Shares | $1.8M | 11K |
| Ge Aerospace | GE | Shares | $1.8M | 6K |
| Unitedhealth Group Inc | UNH | Shares | $1.8M | 7K |
| Pepsico Inc | PEP | Shares | $1.7M | 11K |
| Global X Fds | URA | Shares | $1.7M | 34K |
| Barrick Mng Corp | B | Shares | $1.5M | 38K |
| Roper Technologies Inc | ROP | Shares | $1.5M | 4K |
| Alphabet Inc | GOOG | Shares | $1.5M | 5K |
| Vanguard Index Fds | VO | Shares | $1.5M | 5K |
| Mccormick & Co Inc | MKC/V | Shares | $1.5M | 29K |
| Eaton Corp Plc | Shares | $1.4M | 4K | |
| Ferrari N V | Shares | $1.3M | 4K | |
| Servicenow Inc | NOW | Shares | $1.3M | 12K |
| Cadence Design System Inc | CDNS | Shares | $1.2M | 4K |
| Magnum Ice Cream Co Nv | Shares | $1.1M | 77K | |
| Invesco Exch Traded Fd Tr Ii | CQQQ | Shares | $1.1M | 24K |
| Micron Technology Inc | MU | Shares | $1.0M | 3K |
| Msci Inc | MSCI | Shares | $1.0M | 2K |
| Paypal Hldgs Inc | PYPL | Shares | $937K | 21K |
| Colgate Palmolive Co | CL | Shares | $888K | 10K |
| Blackrock Inc | BLK | Shares | $872K | 907 |
| Slb Limited | SLB | Shares | $853K | 17K |
| Deere & Co | DE | Shares | $817K | 1K |
| Costco Wholesale Corporation | COST | Shares | $810K | 813 |
| Canadian Pacific Kansas City | CP | Shares | $793K | 10K |
| Royal Bk Cda | RY | Shares | $740K | 5K |
| Jones Lang Lasalle Inc | JLL | Shares | $674K | 2K |
| Texas Instrs Inc | TXN | Shares | $531K | 3K |
| Abbvie Inc | ABBV | Shares | $524K | 2K |
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.