Evelyn Partners Investment Management Services Ltd

CIK

2065205

Location

London, X0

Portfolio Value

Small $818,895,913

Diversification

Diversified

Filing Date

Global Rank

#2,044 / 8,700 ▲ 119 · as of Mar 2026

Top Industry

Drug Manufacturers - General 16.4%

3Y Alpha vs SPY

+39.0%

Period ended 5 months ago

Filed May 15, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+95.6%

SPY

+25.9%

Annualised alpha

+39.5%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

249 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.0%

+5.3 pts

Top 5

31.6%

+4.8 pts

Top 10

47.2%

+4.7 pts

HHI

354

Diversified+76

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	23.5%	$192,701,967	32
Technology	20.7%	$169,810,347	39
Financial Services	19.2%	$157,113,056	41
Consumer Cyclical	11.1%	$90,888,418	24
Communication Services	9.6%	$79,007,052	12
Basic Materials	6.3%	$51,186,592	21
Consumer Defensive	3.8%	$31,047,357	17
Industrials	2.5%	$20,643,764	39
Unclassified	1.6%	$12,765,523	4
Energy	0.7%	$5,595,453	14
Real Estate	0.6%	$5,264,308	3
Utilities	0.4%	$2,872,076	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+26,000	45,599	$0
GEHC	GE HealthCare Technologies Inc.	+22,783	36,768	$2,617,146
NVDA	Nvidia Corp	+21,821	161,309	$28,132,289
NFLX	Netflix Inc	+17,319	29,074	$2,795,465
AMZN	Amazon Com Inc	+12,641	193,160	$40,229,433
NDAQ	Nasdaq, Inc.	+11,947	77,843	$6,608,092
MSFT	Microsoft Corp	+11,123	117,766	$43,593,440
TJX	Tjx Companies Inc /De/	+9,870	42,268	$6,750,199
JPM	Jpmorgan Chase & Co	+9,218	32,754	$9,634,916
AAPL	Apple Inc.	+9,212	64,657	$16,409,300
CRH	Crh Public Ltd Co	+8,999	120,667	$12,684,515
INTU	Intuit Inc.	+8,915	20,031	$8,661,003
WMT	Walmart Inc.	+7,180	23,138	$2,875,590
AVGO	Broadcom Inc.	+6,955	15,630	$4,837,641
TTE	TotalEnergies SE	+6,886	24,581	$2,236,379
BSX	Boston Scientific Corp	+6,130	7,845	$492,273
WPM	Wheaton Precious Metals Corp.	+5,522	102,110	$13,377,431
MA	Mastercard Inc	+5,427	26,864	$13,422,866
JNJ	Johnson & Johnson	+5,210	103,098	$25,201,275
NEE	Nextera Energy Inc	+4,943	30,436	$2,826,895
BRK-B	Berkshire Hathaway Inc	+4,608	54,266	$26,004,267
CEF	Sprott Physical Gold & Silver Trust	+4,524	198,011	$9,449,084
META	Meta Platforms, Inc.	+4,071	34,145	$19,535,378
GOOGL	Alphabet Inc.	+3,992	166,155	$47,775,816
PANW	Palo Alto Networks Inc	+3,505	14,641	$2,347,245
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CL	Colgate Palmolive Co	−79,794	10,418	$887,926
DIS	Walt Disney Co	−72,419	85,308	$8,221,985
MICC	Magnum Ice Cream Co N.V.	−42,625	76,689	$1,146,500
PEP	Pepsico Inc	−40,357	10,959	$1,701,823
PYPL	PayPal Holdings, Inc.	−24,476	20,711	$936,758
SW	Smurfit Westrock plc	−19,927	79,727	$3,177,120
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−17,712	74,109	$25,045,136
ZTS	Zoetis Inc.	−16,235	51,178	$6,049,751
MDLZ	Mondelez International, Inc.	−16,174	136,948	$7,893,682
TMO	Thermo Fisher Scientific Inc.	−11,198	18,071	$8,882,438
SGOL	abrdn Gold ETF Trust	−11,081	50,899	$2,271,113
GS	Goldman Sachs Group Inc	−8,282	16,672	$14,104,345
MCD	Mcdonalds Corp	−8,131	43,916	$13,648,653
NKE	NIKE, Inc.	−7,904	2,915	$153,970
PG	PROCTER & GAMBLE Co	−7,871	21,447	$3,097,804
ROP	Roper Technologies Inc	−6,452	4,378	$1,549,199
VZ	Verizon Communications Inc	−6,263	5,399	$271,029
CP	Canadian Pacific Kansas City Ltd/Cn	−5,120	10,086	$793,364
SLB	Slb Limited/Nv	−3,113	16,607	$853,433
GLD	Spdr Gold Trust	−2,522	9,780	$4,208,236
LIN	Linde PLC	−2,495	11,776	$5,838,069
LRCX	Lam Research Corp	−2,444	24,941	$5,328,894
CSCO	Cisco Systems, Inc.	−1,905	4,928	$382,363
ADP	Automatic Data Processing Inc	−1,695	58,379	$11,861,445
FAST	Fastenal Co	−1,620	7,568	$351,155
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	498,147	$98,244,551
AJG	Arthur J. Gallagher & Co.	27,000	$5,847,660
SUNB	Sunbelt Rentals Holdings, Inc.	41,594	$2,707,353
SIVR	abrdn Silver ETF Trust	7,183	$514,374
SPOT	Spotify Technology S.A.	512	$248,273
MSI	Motorola Solutions, Inc.	356	$154,493
INDV	Indivior Pharmaceuticals, Inc.	2,745	$83,667
WST	West Pharmaceutical Services Inc	215	$53,887
URI	United Rentals, Inc.	65	$47,356
MCK	Mckesson Corp	52	$44,998
PHM	Pultegroup Inc/Mi/	313	$36,811
HEI	Heico Corp	172	$36,307
TTEK	Tetra Tech Inc	1,155	$34,788
ARM	Arm Holdings PLC /Uk	200	$30,256
MAR	Marriott International Inc /Md/	75	$24,530
AWK	American Water Works Company, Inc.	174	$23,679
ULTA	Ulta Beauty, Inc.	42	$21,953
FANG	Diamondback Energy, Inc.	110	$21,756
CEG	Constellation Energy Corp	77	$21,502
MELI	Mercadolibre Inc	12	$20,748
VRSK	Verisk Analytics, Inc.	105	$19,923
EMR	Emerson Electric Co	149	$19,521
VMC	Vulcan Materials CO	62	$16,882
EW	Edwards Lifesciences Corp	199	$15,935
ARES	Ares Management Corp	135	$14,728
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MSTR	Strategy Inc	387	$58,804
NVO	Novo Nordisk A S	985	$50,116
BX	Blackstone Inc.	278	$42,850
VZLA	Vizsla Silver Corp.	2,157	$11,798
ENOV	Enovis CORP	46	$1,225
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

249 tracked positions · $818,895,913 total · filing declares 281 positions · $850,001,127 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 249 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AZN	Astrazeneca PLC Healthcare	NEW	498,147	NEW	$98,244,551	NEW	12.00%
GOOGL	Alphabet Inc. Communication Services	Added	166,155	+3,992	$47,775,816	−5.9%	5.83%
MSFT	Microsoft Corp Technology	Added	117,766	+11,123	$43,593,440	−15.5%	5.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	193,160	+12,641	$40,229,433	−3.5%	4.91%
V	Visa Inc. Financial Services	Reduced	96,281	-928	$29,099,969	−14.6%	3.55%
NVDA	Nvidia Corp Technology	Added	161,309	+21,821	$28,132,289	+8.1%	3.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	54,266	+4,608	$26,004,267	+4.2%	3.18%
JNJ	Johnson & Johnson Healthcare	Added	103,098	+5,210	$25,201,275	+24.4%	3.08%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	74,109	-17,712	$25,045,136	−10.2%	3.06%
SYK	Stryker Corp Healthcare	Added	70,182	+148	$23,061,103	−6.3%	2.82%
CB	Chubb Ltd Financial Services	Added	70,285	+2,786	$22,907,990	+8.7%	2.80%
META	Meta Platforms, Inc. Communication Services	Added	34,145	+4,071	$19,535,378	−1.6%	2.39%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	4,620	+230	$19,451,678	−17.3%	2.38%
AAPL	Apple Inc. Technology	Added	64,657	+9,212	$16,409,300	+8.9%	2.00%
GS	Goldman Sachs Group Inc Financial Services	Reduced	16,672	-8,282	$14,104,345	−35.7%	1.72%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	43,916	-8,131	$13,648,653	−14.2%	1.67%
MA	Mastercard Inc Financial Services	Added	26,864	+5,427	$13,422,866	+9.7%	1.64%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	102,110	+5,522	$13,377,431	+17.9%	1.63%
CRH	Crh Public Ltd Co Basic Materials	Added	120,667	+8,999	$12,684,515	−9.0%	1.55%
ADP	Automatic Data Processing Inc Technology	Reduced	58,379	-1,695	$11,861,445	−23.2%	1.45%
ISRG	Intuitive Surgical Inc Healthcare	Added	23,884	+1,601	$11,010,285	−12.8%	1.34%
ANET	Arista Networks, Inc. Technology	Added	85,717	+645	$10,524,333	−5.6%	1.29%
FNV	FRANCO NEVADA Corp Basic Materials	Added	42,546	+2,697	$10,510,989	+27.3%	1.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	32,754	+9,218	$9,634,916	+27.0%	1.18%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	198,011	+4,524	$9,449,084	+6.6%	1.15%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	18,071	-11,198	$8,882,438	−47.6%	1.08%
INTU	Intuit Inc. Technology	Added	20,031	+8,915	$8,661,003	+17.6%	1.06%
LLY	ELI LILLY & Co Healthcare	Added	8,949	+1,450	$8,231,021	+2.1%	1.01%
DIS	Walt Disney Co Communication Services	Reduced	85,308	-72,419	$8,221,985	−54.2%	1.00%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	136,948	-16,174	$7,893,682	−4.2%	0.96%
KO	Coca Cola Co Consumer Defensive	Added	91,443	+2,911	$6,954,240	+12.4%	0.85%
SPGI	S&P Global Inc. Financial Services	Added	15,919	+247	$6,770,986	−17.3%	0.83%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	42,268	+9,870	$6,750,199	+35.6%	0.82%
NDAQ	Nasdaq, Inc. Financial Services	Added	77,843	+11,947	$6,608,092	+3.2%	0.81%
ZTS	Zoetis Inc. Healthcare	Reduced	51,178	-16,235	$6,049,751	−28.7%	0.74%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	27,000	NEW	$5,847,660	NEW	0.71%
LIN	Linde PLC Basic Materials	Reduced	11,776	-2,495	$5,838,069	−4.1%	0.71%
QQQ	Invesco Qqq Trust, Series 1	Held	10,000	0	$5,771,800	−6.0%	0.70%
LRCX	Lam Research Corp Technology	Reduced	24,941	-2,444	$5,328,894	+13.7%	0.65%
CME	Cme Group Inc. Financial Services	Added	17,910	+459	$5,289,718	+11.0%	0.65%
MKC	Mccormick & Co Inc Consumer Defensive	Held	103,289	0	$5,208,162	−25.9%	0.64%
WAT	Waters Corp /De/ Healthcare	Reduced	16,715	-441	$4,977,727	−23.6%	0.61%
AZO	Autozone Inc Consumer Cyclical	Reduced	1,471	-33	$4,968,714	−2.6%	0.61%
AVGO	Broadcom Inc. Technology	Added	15,630	+6,955	$4,837,641	+61.1%	0.59%
ACN	Accenture plc Technology	Reduced	24,081	-72	$4,775,021	−26.3%	0.58%
IEX	Idex Corp /De/ Industrials	Added	23,574	+45	$4,468,451	+6.7%	0.55%
GLD	Spdr Gold Trust	Reduced	9,780	-2,522	$4,208,236	−13.7%	0.51%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	13,851	-874	$3,230,884	−1.4%	0.39%
SW	Smurfit Westrock plc Consumer Cyclical	Reduced	79,727	-19,927	$3,177,120	−17.6%	0.39%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	15,625	-775	$3,171,562	+14.1%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.