Evelyn Partners Investment Management LLP
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 · 30d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical 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
-10.3%
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, 2025Top 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 |
|---|---|---|
| Technology | 21.3% | $774,937,312 |
| Financial Services | 19.3% | $700,300,053 |
| Healthcare | 17.8% | $648,198,426 |
| Consumer Cyclical | 12.6% | $457,287,277 |
| Communication Services | 10.1% | $365,311,667 |
| Basic Materials | 6.5% | $236,752,944 |
| Consumer Defensive | 4.2% | $151,790,072 |
| Industrials | 3.6% | $131,201,353 |
| Energy | 2.4% | $87,032,464 |
| Utilities | 1.4% | $52,472,794 |
| Unclassified | 0.4% | $13,714,915 |
| Real Estate | 0.4% | $13,612,202 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
56 positions ·
$774,937,312 total
· Technology only
· 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 56 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 703,648 | $260,469,380 | 33.61% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 866,383 | $151,097,195 | 19.50% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 438,201 | $148,090,027 | 19.11% | |
| AAPL |
Apple Inc.
Technology
|
Added | 410,438 | $104,165,060 | 13.44% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 150,010 | $18,953,763 | 2.45% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 59,969 | $18,561,005 | 2.40% | |
| INTU |
Intuit Inc.
Technology
|
Added | 37,843 | $16,362,556 | 2.11% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 161,461 | $12,527,758 | 1.62% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 48,651 | $7,799,728 | 1.01% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 47,223 | $5,798,039 | 0.75% | |
| ACN |
Accenture plc
Technology
|
Reduced | 24,895 | $4,936,429 | 0.64% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 24,115 | $4,501,547 | 0.58% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 12,717 | $4,500,037 | 0.58% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 9,291 | $2,581,690 | 0.33% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 8,809 | $2,135,213 | 0.28% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 5,185 | $2,024,275 | 0.26% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 3,510 | $1,523,234 | 0.20% | |
| LOGI |
Logitech International S.A.
Technology
|
Reduced | 14,209 | $1,294,724 | 0.17% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 5,844 | $1,187,383 | 0.15% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 5,560 | $1,079,418 | 0.14% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 6,735 | $798,905 | 0.10% | |
| MCHP |
Microchip Technology Inc
Technology
|
Held | 9,300 | $600,873 | 0.08% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 5,589 | $584,329 | 0.08% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 1,204 | $339,973 | 0.04% | |
| INTC |
Intel Corp
Technology
|
Reduced | 7,350 | $324,355 | 0.04% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 2,220 | $301,853 | 0.04% | |
| TWLO |
Twilio Inc
Technology
|
Held | 2,000 | $251,640 | 0.03% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 995 | $241,864 | 0.03% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,126 | $240,581 | 0.03% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Added | 1,500 | $226,920 | 0.03% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Held | 1,958 | $225,914 | 0.03% | |
| INFY |
Infosys Ltd
Technology
|
Held | 12,600 | $170,226 | 0.02% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Reduced | 2,998 | $140,636 | 0.02% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 737 | $120,963 | 0.02% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 498 | $119,221 | 0.02% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 1,521 | $109,405 | 0.01% | |
| CIEN |
Ciena Corp
Technology
|
Held | 250 | $97,057 | 0.01% | |
| ORCL |
Oracle Corp
Technology
|
Held | 635 | $93,414 | 0.01% | |
| TEL |
TE Connectivity plc
Technology
|
Held | 325 | $67,931 | 0.01% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 400 | $51,512 | 0.01% | |
| TRMB |
Trimble Inc.
Technology
|
Held | 650 | $42,399 | 0.01% | |
| VRNS |
Varonis Systems Inc
Technology
|
Held | 1,800 | $38,646 | 0.00% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 180 | $36,617 | 0.00% | |
| TER |
Teradyne, Inc
Technology
|
Held | 115 | $34,092 | 0.00% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 80 | $27,343 | 0.00% | |
| NET |
Cloudflare, Inc.
Technology
|
NEW | 75 | $15,475 | 0.00% | |
| FTV |
Fortive Corp
Technology
|
Held | 183 | $10,116 | 0.00% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 103 | $8,417 | 0.00% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 48 | $7,021 | 0.00% | |
| SNPS |
Synopsys Inc
Technology
|
Held | 15 | $5,947 | 0.00% |