Evelyn Partners Investment Management Services Ltd
Top Portfolio Positions
247 positions ·
$795,640,314 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AZN |
Astrazeneca PLC
Healthcare
|
498,147 | $98,244,551 | 12.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
160,848 | $46,253,450 | 5.81% | |
| MSFT |
Microsoft Corp
Technology
|
117,766 | $43,593,440 | 5.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
193,160 | $40,229,433 | 5.06% | |
| V |
Visa Inc.
Financial Services
|
96,281 | $29,099,969 | 3.66% | |
| NVDA |
Nvidia Corp
Technology
|
161,309 | $28,132,289 | 3.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
103,098 | $25,201,275 | 3.17% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
74,109 | $25,045,136 | 3.15% | |
| SYK |
Stryker Corp
Healthcare
|
70,182 | $23,061,103 | 2.90% | |
| CB |
Chubb Ltd
Financial Services
|
70,285 | $22,907,990 | 2.88% |
Portfolio Trend
Holdings in OPTT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 2 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $0 | 2 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||