Evelyn Partners Investment Management LLP

CIK

2065206

Location

London, X0

Portfolio Value

Mid $3,632,611,479

Diversification

Diversified

Filing Date

Global Rank

#652 / 8,232 ▲ 75

Top Industry

Drug Manufacturers - General 10.4%

3Y Alpha vs SPY

-10.4%

Period ended 2 months ago

Filed May 15, 2026 · 29d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.2%

SPY

+23.4%

Annualised alpha

-10.4%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

356 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%	$700,300,053	56
Healthcare	17.8%	$648,198,426	49
Consumer Cyclical	12.6%	$457,287,277	29
Communication Services	10.1%	$365,311,667	17
Basic Materials	6.5%	$236,752,944	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	Exxon Mobil 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 positions · $3,632,611,479 total · 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	$61,104,371	−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	$33,562,303	−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	Exxon Mobil 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%