Evelyn Partners Investment Management Services Ltd
Top Portfolio Positions
248 positions ·
$821,644,581 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AZN |
Astrazeneca PLC
Healthcare
|
498,147 | $98,244,551 | 11.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
160,848 | $46,253,450 | 5.63% | |
| MSFT |
Microsoft Corp
Technology
|
117,766 | $43,593,440 | 5.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
193,160 | $40,229,433 | 4.90% | |
| V |
Visa Inc.
Financial Services
|
96,281 | $29,099,969 | 3.54% | |
| NVDA |
Nvidia Corp
Technology
|
161,309 | $28,132,289 | 3.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
54,266 | $26,004,267 | 3.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
103,098 | $25,201,275 | 3.07% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
74,109 | $25,045,136 | 3.05% | |
| SYK |
Stryker Corp
Healthcare
|
70,182 | $23,061,103 | 2.81% |
Portfolio Trend
6 quarters · across all stocks
Holdings in TMC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,588 | 47,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $290,119 | 47,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $299,523 | 47,021 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $310,338 | 47,021 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $80,876 | 47,021 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $52,663 | 47,021 | Shares | Sole | 2025-12-11 | |
| No 13F history on record for this holder in this stock. | ||||||