Evelyn Partners Investment Management LLP

CIK

2065206

Location

London, X0

Portfolio Value

Mid $3,683,826,374

Diversification

Diversified

Filing Date

Global Rank

#974 / 8,827 ▲ 26 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.2%

Period ended 7 months ago

Filed May 15, 2026 · 6mo

6 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

13F reports continue under

Evelyn Partners Group Ltd from Jun 30, 2026

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.5%, 27.4 effective positions, active share 55.2% against the S&P 500 as of 2026-03-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

14.2% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.5 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-03-31, active share 55.2%; sector active share 26.3% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

9.0%

−0.2 pts

Top 5

35.2%

+1.0 pts

Top 10

51.5%

+0.9 pts

HHI

366

Diversified−0

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.0%	$774,937,312	56
Financial Services	19.0%	$700,332,616	57
Healthcare	17.6%	$648,198,427	49
Consumer Cyclical	12.4%	$457,287,280	29
Communication Services	11.0%	$403,604,875	20
Basic Materials	6.4%	$236,752,943	31
Consumer Defensive	4.1%	$151,821,694	26
Industrials	3.6%	$131,208,060	54
Energy	2.4%	$87,032,465	23
Utilities	1.4%	$52,466,087	5
Unclassified	0.7%	$26,572,413	54
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	+49,336	691,958	$33,732,952
FCX	Freeport-Mcmoran Inc	+45,683	395,226	$23,231,384
APH	Amphenol Corp	+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	+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	−22,858	31,721	$5,474,410
DHR	Danaher Corp	−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
SUPN	Supernus, 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
—		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

16 positions

Ticker	Company	Shares	Value
LOW	Lowes Companies Inc	8,095	$1,952,190
GM	General Motors Co	1,253	$101,893
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	1,600	$95,888
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	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

410 tracked positions · $3,683,826,374 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 410 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AZN	Astrazeneca PLC Healthcare	NEW	1,675,125	NEW	$330,368,152	NEW	1	unpriced	8.97%
MSFT	Microsoft Corp Technology	Added	703,648	+31,118	$260,469,380	−19.9%	6	before history	7.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,242,299	+23,119	$258,733,612	−8.1%	6	before history	7.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	897,350	-28,211	$258,041,966	−10.9%	6	before history	7.00%
NVDA	Nvidia Corp Technology	Added	866,383	+25,980	$151,097,195	−3.6%	6	before history	4.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	438,201	-12,048	$148,090,027	+8.2%	6	before history	4.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	281,451	+2,267	$134,871,319	−3.9%	6	before history	3.66%
V	Visa Inc. Financial Services	Reduced	351,875	-10,181	$106,350,700	−16.2%	6	before history	2.89%
CRH	Crh Public Ltd Co Basic Materials	Reduced	1,008,537	-27,324	$106,017,409	−18.0%	6	before history	2.88%
AAPL	Apple Inc. Technology	Added	410,438	+18,493	$104,165,060	−2.2%	6	before history	2.83%
SYK	Stryker Corp Healthcare	Reduced	265,451	-1,863	$87,224,544	−7.2%	6	before history	2.37%
CB	Chubb Ltd Financial Services	Added	265,802	+899	$86,632,845	+4.8%	6	before history	2.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	286,422	+15,530	$84,253,895	−3.5%	6	before history	2.29%
KO	Coca Cola Co Consumer Defensive	Added	993,773	+23,903	$75,576,436	+11.5%	6	before history	2.05%
META	Meta Platforms, Inc. Communication Services	Added	120,243	+12,786	$68,794,627	−3.0%	6	before history	1.87%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	14,513	-1,357	$61,104,374	−28.1%	6	before history	1.66%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	109,140	+4,783	$53,645,584	−11.3%	6	before history	1.46%
LIN	Linde PLC Basic Materials	Reduced	89,609	-770	$44,424,557	+15.3%	6	before history	1.21%
NEE	Nextera Energy Inc Utilities	Added	463,794	+58,179	$43,077,186	+32.3%	6	before history	1.17%
IEX	Idex Corp Industrials	Added	205,291	+19,932	$38,912,909	+18.0%	6	before history	1.06%
GOOG	Alphabet Inc. Communication Services	Reduced	133,490	-4,102	$38,292,941	−11.3%	6	before history	1.04%
AZO	Autozone Inc Consumer Cyclical	Added	11,290	+825	$38,135,136	+7.4%	6	before history	1.04%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	797,590	-13,941	$38,060,994	+2.4%	6	before history	1.03%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	428,067	-2,177	$36,338,607	−13.0%	6	before history	0.99%
BAC	Bank Of America Corp Financial Services	Added	691,958	+49,336	$33,732,952	−4.6%	6	before history	0.92%
SPGI	S&P Global Inc. Financial Services	Reduced	78,907	-1,546	$33,562,301	−20.2%	6	before history	0.91%
GS	Goldman Sachs Group Inc Financial Services	Reduced	39,470	-2,259	$33,391,225	−9.0%	6	before history	0.91%
JNJ	Johnson & Johnson Healthcare	Reduced	135,066	-2,708	$33,015,533	+15.8%	6	before history	0.90%
MA	Mastercard Inc Financial Services	Reduced	64,591	-6,975	$32,273,539	−21.0%	6	before history	0.88%
TTE	TotalEnergies SE Energy	Added	350,023	+9,146	$31,845,092	+42.8%	2	$63.57	0.86%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	191,584	-7,217	$30,595,964	+0.2%	6	before history	0.83%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	444,828	NEW	$28,953,854	NEW	1	$70.19	0.79%
ISRG	Intuitive Surgical Inc Healthcare	Added	62,473	+8,874	$28,799,428	−5.1%	6	before history	0.78%
WMT	Walmart Inc. Consumer Defensive	Reduced	222,464	-14,772	$27,647,825	+4.6%	6	before history	0.75%
ZTS	Zoetis Inc. Healthcare	Reduced	231,709	-71,605	$27,390,320	−28.2%	6	before history	0.74%
UNH	Unitedhealth Group Inc Healthcare	Reduced	95,509	-71,430	$25,843,780	−53.1%	6	before history	0.70%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	126,725	-4,650	$25,722,640	+15.5%	6	before history	0.70%
SW	Smurfit Westrock plc Consumer Cyclical	Reduced	603,376	-87,647	$24,044,533	−10.0%	6	before history	0.65%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	395,226	+45,683	$23,231,384	+30.9%	6	before history	0.63%
CVX	Chevron Corp Energy	Reduced	100,111	-3,618	$20,712,965	+31.0%	6	before history	0.56%
NFLX	Netflix Inc Communication Services	Added	207,610	+18,279	$19,961,701	+12.4%	6	before history	0.54%
NEM	NEWMONT Corp Basic Materials	Reduced	178,759	-8,205	$19,350,661	+3.7%	6	before history	0.53%
APH	Amphenol Corp Technology	Added	150,010	+44,876	$18,953,763	+33.4%	6	before history	0.51%
DHR	Danaher Corp Healthcare	Reduced	99,678	-21,914	$18,898,948	−32.1%	6	before history	0.51%
AVGO	Broadcom Inc. Technology	Added	59,969	+32,470	$18,561,005	+95.0%	6	before history	0.50%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	58,788	-4,533	$18,270,722	−5.6%	6	before history	0.50%
INTU	Intuit Inc. Technology	Added	37,843	+12,237	$16,362,556	−3.5%	6	before history	0.44%
XOM	ExxonMobil Holdings Corp Energy	Added	95,705	+26,428	$16,237,310	+94.8%	6	before history	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	110,666	-17,376	$15,984,597	−12.9%	6	before history	0.43%
RACE	Ferrari N.V. Consumer Cyclical	Reduced	46,583	-19,945	$15,766,016	−35.9%	6	before history	0.43%

Showing the top 50 of 410 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.