Evelyn Partners Investment Management LLP

CIK

2065206

Location

London, X0

Portfolio Value

Mid $3,632,611,479

Diversification

Diversified

Filing Date

Global Rank

#820 / 8,623 ▲ 31 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.4%

3Y Alpha vs SPY

-6.6%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 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

+12.4%

SPY

+21.4%

Annualised alpha

-5.9%

Max drawdown

−16.5%

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. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

9.1%

−0.0 pts

Top 5

34.7%

+1.1 pts

Top 10

51.2%

+1.0 pts

HHI

360

Diversified+4

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.3%	$774,937,312	56
Financial Services	19.3%	$700,300,051	56
Healthcare	17.8%	$648,198,426	49
Consumer Cyclical	12.6%	$457,287,280	29
Communication Services	10.1%	$365,311,667	17
Basic Materials	6.5%	$236,752,943	31
Consumer Defensive	4.2%	$151,790,072	25
Industrials	3.6%	$131,201,353	53
Energy	2.4%	$87,032,464	23
Utilities	1.4%	$52,472,794	6
Unclassified	0.4%	$13,714,915	5
Real Estate	0.4%	$13,612,202	6

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
NEE	Nextera Energy Inc	+58,179	463,794	$43,077,186
BAC	Bank Of America Corp /De/	+49,336	691,958	$33,732,952
FCX	Freeport-Mcmoran Inc	+45,683	395,226	$23,231,384
APH	Amphenol Corp /De/	+44,876	150,010	$18,953,763
AVGO	Broadcom Inc.	+32,470	59,969	$18,561,005
MSFT	Microsoft Corp	+31,118	703,648	$260,469,380
BSX	Boston Scientific Corp	+26,883	168,771	$10,590,380
XOM	ExxonMobil Holdings Corp	+26,428	95,705	$16,237,310
NVDA	Nvidia Corp	+25,980	866,383	$151,097,195
KO	Coca Cola Co	+23,903	993,773	$75,576,436
AMZN	Amazon Com Inc	+23,119	1,242,299	$258,733,612
IEX	Idex Corp /De/	+19,932	205,291	$38,912,909
AAPL	Apple Inc.	+18,493	410,438	$104,165,060
NFLX	Netflix Inc	+18,279	207,610	$19,961,701
JPM	Jpmorgan Chase & Co	+15,530	286,422	$84,253,895
META	Meta Platforms, Inc.	+12,786	120,243	$68,794,627
INTU	Intuit Inc.	+12,237	37,843	$16,362,556
CSCO	Cisco Systems, Inc.	+10,518	161,461	$12,527,758
TTE	TotalEnergies SE	+9,146	350,023	$31,845,092
ISRG	Intuitive Surgical Inc	+8,874	62,473	$28,799,428
BA	Boeing Co	+7,657	16,347	$3,253,543
PANW	Palo Alto Networks Inc	+6,494	48,651	$7,799,728
AU	AngloGold Ashanti PLC	+5,588	6,088	$592,727
TMO	Thermo Fisher Scientific Inc.	+4,783	109,140	$53,645,584
ROK	Rockwell Automation, Inc	+3,418	5,771	$2,071,096
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BUR	Burford Capital Ltd	−777,450	1,051,903	$4,754,601
MICC	Magnum Ice Cream Co N.V.	−212,733	182,664	$2,730,826
GEHC	GE HealthCare Technologies Inc.	−89,949	147,330	$10,486,949
SW	Smurfit Westrock plc	−87,647	603,376	$24,044,533
ZTS	Zoetis Inc.	−71,605	231,709	$27,390,320
UNH	Unitedhealth Group Inc	−71,430	95,509	$25,843,780
ROP	Roper Technologies Inc	−44,426	12,717	$4,500,037
CARR	CARRIER GLOBAL Corp	−35,650	1,775	$99,950
GOOGL	Alphabet Inc.	−28,211	897,350	$258,041,966
CRH	Crh Public Ltd Co	−27,324	1,008,537	$106,017,409
BX	Blackstone Inc.	−26,183	126,850	$14,586,481
AMT	American Tower Corp /Ma/	−22,858	31,721	$5,474,410
DHR	Danaher Corp /De/	−21,914	99,678	$18,898,948
RACE	Ferrari N.V.	−19,945	46,583	$15,766,016
PG	PROCTER & GAMBLE Co	−17,376	110,666	$15,984,597
KEX	Kirby Corp	−17,095	175	$23,254
IBKR	Interactive Brokers Group, Inc.	−15,096	148,042	$9,929,176
WMT	Walmart Inc.	−14,772	222,464	$27,647,825
CEF	Sprott Physical Gold & Silver Trust	−13,941	797,590	$38,060,994
HRI	Herc Holdings Inc	−12,678	593	$59,033
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−12,048	438,201	$148,090,027
FLUT	Flutter Entertainment plc	−10,463	11,497	$1,172,119
V	Visa Inc.	−10,181	351,875	$106,350,700
SHOP	Shopify Inc.	−9,200	6,735	$798,905
NOW	ServiceNow, Inc.	−8,841	5,589	$584,329
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	1,675,125	$330,368,152
SUNB	Sunbelt Rentals Holdings, Inc.	444,828	$28,953,854
EOG	Eog Resources Inc	30,864	$4,462,008
MSI	Motorola Solutions, Inc.	3,510	$1,523,234
INDV	Indivior Pharmaceuticals, Inc.	13,624	$415,259
EVLV	Evolv Technologies Holdings, Inc.	18,995	$114,919
DCH	Dauch Corp	6,944	$41,177
PSLV	Sprott Physical Silver Trust	1,000	$24,390
BZH	Beazer Homes USA Inc	900	$17,316
NET	Cloudflare, Inc.	75	$15,475
VSNT	Versant Media Group, Inc.	214	$7,922
PLTR	Palantir Technologies Inc.	48	$7,021
TT	Trane Technologies plc	15	$6,251
CMCL	Caledonia Mining Corp Plc	79	$1,784
ROKU	Roku, Inc	4	$378
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
LOW	Lowes Companies Inc	8,095	$1,952,190
GM	General Motors Co	1,253	$101,893
SSNC	SS&C Technologies Holdings Inc	500	$43,710
AOS	Smith A O Corp	490	$32,771
ARES	Ares Management Corp	158	$25,537
URI	United Rentals, Inc.	25	$20,233
DBX	Dropbox, Inc.	500	$13,900
RCI	Rogers Communications Inc	300	$11,319
LFUS	Littelfuse Inc /De	40	$10,116
ABNB	Airbnb, Inc.	70	$9,500
ARQT	Arcutis Biotherapeutics, Inc.	270	$7,840
UI	Ubiquiti Inc.	3	$1,660
SWKS	Skyworks Solutions, Inc.	26	$1,648
GEN	Gen Digital Inc.	30	$815
BYND	Beyond Meat, Inc.	85	$69
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

356 tracked positions · $3,632,611,479 total · filing declares 410 positions · $3,680,092,617 · 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 356 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AZN	Astrazeneca PLC Healthcare	NEW	1,675,125	NEW	$330,368,152	NEW	9.09%
MSFT	Microsoft Corp Technology	Added	703,648	+31,118	$260,469,380	−19.9%	7.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,242,299	+23,119	$258,733,612	−8.1%	7.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	897,350	-28,211	$258,041,966	−10.9%	7.10%
NVDA	Nvidia Corp Technology	Added	866,383	+25,980	$151,097,195	−3.6%	4.16%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	438,201	-12,048	$148,090,027	+8.2%	4.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	281,451	+2,267	$134,871,319	−3.9%	3.71%
V	Visa Inc. Financial Services	Reduced	351,875	-10,181	$106,350,700	−16.2%	2.93%
CRH	Crh Public Ltd Co Basic Materials	Reduced	1,008,537	-27,324	$106,017,409	−18.0%	2.92%
AAPL	Apple Inc. Technology	Added	410,438	+18,493	$104,165,060	−2.2%	2.87%
SYK	Stryker Corp Healthcare	Reduced	265,451	-1,863	$87,224,544	−7.2%	2.40%
CB	Chubb Ltd Financial Services	Added	265,802	+899	$86,632,845	+4.8%	2.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	286,422	+15,530	$84,253,895	−3.5%	2.32%
KO	Coca Cola Co Consumer Defensive	Added	993,773	+23,903	$75,576,436	+11.5%	2.08%
META	Meta Platforms, Inc. Communication Services	Added	120,243	+12,786	$68,794,627	−3.0%	1.89%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	14,513	-1,357	$61,104,374	−28.1%	1.68%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	109,140	+4,783	$53,645,584	−11.3%	1.48%
LIN	Linde PLC Basic Materials	Reduced	89,609	-770	$44,424,557	+15.3%	1.22%
NEE	Nextera Energy Inc Utilities	Added	463,794	+58,179	$43,077,186	+32.3%	1.19%
IEX	Idex Corp /De/ Industrials	Added	205,291	+19,932	$38,912,909	+18.0%	1.07%
AZO	Autozone Inc Consumer Cyclical	Added	11,290	+825	$38,135,136	+7.4%	1.05%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	797,590	-13,941	$38,060,994	+2.4%	1.05%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	428,067	-2,177	$36,338,607	−13.0%	1.00%
BAC	Bank Of America Corp /De/ Financial Services	Added	691,958	+49,336	$33,732,952	−4.6%	0.93%
SPGI	S&P Global Inc. Financial Services	Reduced	78,907	-1,546	$33,562,301	−20.2%	0.92%
GS	Goldman Sachs Group Inc Financial Services	Reduced	39,470	-2,259	$33,391,225	−9.0%	0.92%
JNJ	Johnson & Johnson Healthcare	Reduced	135,066	-2,708	$33,015,533	+15.8%	0.91%
MA	Mastercard Inc Financial Services	Reduced	64,591	-6,975	$32,273,539	−21.0%	0.89%
TTE	TotalEnergies SE Energy	Added	350,023	+9,146	$31,845,092	+42.8%	0.88%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	191,584	-7,217	$30,595,964	+0.2%	0.84%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	444,828	NEW	$28,953,854	NEW	0.80%
ISRG	Intuitive Surgical Inc Healthcare	Added	62,473	+8,874	$28,799,428	−5.1%	0.79%
WMT	Walmart Inc. Consumer Defensive	Reduced	222,464	-14,772	$27,647,825	+4.6%	0.76%
ZTS	Zoetis Inc. Healthcare	Reduced	231,709	-71,605	$27,390,320	−28.2%	0.75%
UNH	Unitedhealth Group Inc Healthcare	Reduced	95,509	-71,430	$25,843,780	−53.1%	0.71%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	126,725	-4,650	$25,722,640	+15.5%	0.71%
SW	Smurfit Westrock plc Consumer Cyclical	Reduced	603,376	-87,647	$24,044,533	−10.0%	0.66%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	395,226	+45,683	$23,231,384	+30.9%	0.64%
CVX	Chevron Corp Energy	Reduced	100,111	-3,618	$20,712,965	+31.0%	0.57%
NFLX	Netflix Inc Communication Services	Added	207,610	+18,279	$19,961,701	+12.4%	0.55%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	178,759	-8,205	$19,350,661	+3.7%	0.53%
APH	Amphenol Corp /De/ Technology	Added	150,010	+44,876	$18,953,763	+33.4%	0.52%
DHR	Danaher Corp /De/ Healthcare	Reduced	99,678	-21,914	$18,898,948	−32.1%	0.52%
AVGO	Broadcom Inc. Technology	Added	59,969	+32,470	$18,561,005	+95.0%	0.51%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	58,788	-4,533	$18,270,722	−5.6%	0.50%
INTU	Intuit Inc. Technology	Added	37,843	+12,237	$16,362,556	−3.5%	0.45%
XOM	ExxonMobil Holdings Corp Energy	Added	95,705	+26,428	$16,237,310	+94.8%	0.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	110,666	-17,376	$15,984,597	−12.9%	0.44%
RACE	Ferrari N.V. Consumer Cyclical	Reduced	46,583	-19,945	$15,766,016	−35.9%	0.43%
MKL	Markel Group Inc. Financial Services	Added	7,772	+121	$14,876,151	−9.6%	0.41%

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.