Evelyn Partners Investment Management Services Ltd

13F filer · CIK 0002065205

Last filed May 15, 2026

Net buyer this quarter

13F portfolio value$850MU.S. long equity reported on 13F

Positions25427 new · 5 closed

Net flow last quarter+$104MBuys minus sells

Top 10 positions weight45.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 15, 2026254 positions
AZNAstrazeneca PLC	$96.8M	11.39%	Not reported	+363511.0%	Q4 2024
GOOGLAlphabet Inc.	$46.3M	5.44%	0.00%	+2.5%	Q4 2024
MSFTMicrosoft Corp	$43.6M	5.13%	0.00%	+10.4%	Q4 2024
AMZNAmazon Com Inc	$40.2M	4.73%	0.00%	+7.0%	Q4 2024
VVisa Inc.	$29.1M	3.42%	0.01%	-1.0%	Q4 2024
NVDANvidia Corp	$28.1M	3.31%	0.00%	+15.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$26M	3.06%	Not reported	+9.3%	Q4 2024
JNJJohnson & Johnson	$25.2M	2.96%	0.00%	+5.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$25M	2.95%	0.00%	-19.3%	Q4 2024
SYKStryker Corp	$23.1M	2.71%	0.02%	+0.2%	Q4 2024
CBChubb Ltd	$22.9M	2.70%	0.02%	+4.1%	Q4 2024
METAMeta Platforms, Inc.	$19.5M	2.30%	Not reported	+13.5%	Q4 2024
BKNGBooking Holdings Inc.	$19.4M	2.29%	0.01%	+5.2%	Q4 2024
AAPLApple Inc.	$16.4M	1.93%	0.00%	+16.6%	Q4 2024
GSGoldman Sachs Group Inc	$14.1M	1.66%	0.01%	-33.2%	Q4 2024
MCDMcdonalds Corp	$13.6M	1.61%	0.01%	-15.6%	Q4 2024
MAMastercard Inc	$13.4M	1.58%	0.00%	+25.3%	Q4 2024
WPMWheaton Precious Metals Corp.	$13.4M	1.58%	0.02%	+5.7%	Q4 2024
CRHCRH Public Ltd Co	$12.7M	1.49%	0.02%	+8.1%	Q4 2024
ADPAutomatic Data Processing Inc	$11.9M	1.40%	0.01%	-2.8%	Q4 2024
ISRGIntuitive Surgical Inc	$11M	1.30%	0.01%	+7.2%	Q4 2024
ANETArista Networks, Inc.	$10.5M	1.24%	0.01%	+0.8%	Q4 2024
FNVFRANCO NEVADA Corp	$10.5M	1.24%	0.02%	+6.8%	Q4 2024
JPMJPMorgan Chase & Co	$9.63M	1.13%	0.00%	+39.2%	Q4 2024
CEFSprott Physical Gold & Silver Trust	$9.45M	1.11%	0.10%	+2.3%	Q4 2024
TMOThermo Fisher Scientific Inc.	$8.88M	1.04%	0.00%	-38.3%	Q4 2024
INTUIntuit Inc.	$8.66M	1.02%	0.01%	+80.2%	Q4 2024
LLYELI LILLY & Co	$8.23M	0.97%	0.00%	+19.3%	Q4 2024
DISWalt Disney Co	$8.22M	0.97%	0.00%	-45.9%	Q4 2024
MDLZMondelez International, Inc.	$7.89M	0.93%	0.01%	-10.6%	Q4 2024
KOCoca Cola Co	$6.95M	0.82%	0.00%	+3.3%	Q4 2024
SPGIS&P Global Inc.	$6.77M	0.80%	0.01%	+1.6%	Q4 2024
TJXTJX Companies Inc	$6.75M	0.79%	0.00%	+30.5%	Q4 2024
NDAQNasdaq, Inc.	$6.61M	0.78%	0.01%	+18.1%	Q4 2024
ZTSZoetis Inc.	$6.05M	0.71%	0.01%	-24.1%	Q4 2024
AJGArthur J. Gallagher & Co.	$5.85M	0.69%	0.01%	New	Q1 2026
LINLinde PLC	$5.84M	0.69%	0.00%	-17.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$5.77M	0.68%	Not reported	Not reported	Q4 2024
APHAmphenol Corp	$5.76M	0.68%	0.00%	+132.7%	Q4 2024
LRCXLam Research Corp	$5.33M	0.63%	0.00%	-8.9%	Q4 2024
CMECme Group Inc.	$5.29M	0.62%	0.01%	+2.6%	Q4 2024
WATWaters Corp	$4.98M	0.59%	0.02%	-2.6%	Q4 2024
AZOAutozone Inc	$4.97M	0.58%	0.01%	-2.2%	Q4 2024
AVGOBroadcom Inc.	$4.84M	0.57%	0.00%	+80.2%	Q4 2024
ACNAccenture plc	$4.78M	0.56%	0.00%	-0.3%	Q4 2024
IEXIdex Corp	$4.47M	0.53%	0.03%	+0.2%	Q4 2024
GLDSPDR Gold Trust	$4.21M	0.50%	0.00%	-20.5%	Q4 2024
MKCMccormick & Co Inc	$3.75M	0.44%	Not reported	Not reported	Q4 2024
FERGFerguson Enterprises Inc.	$3.23M	0.38%	0.01%	-5.9%	Q4 2024
SWSmurfit Westrock plc	$3.18M	0.37%	0.02%	-20.0%	Q4 2024

Q4 2025Reported Feb 13, 2026232 positions
MSFTMicrosoft Corp	$51.6M	6.46%	0.00%	+3.2%	Q4 2024
GOOGLAlphabet Inc.	$49.1M	6.15%	0.00%	-11.0%	Q4 2024
AMZNAmazon Com Inc	$41.7M	5.22%	0.00%	+0.7%	Q4 2024
VVisa Inc.	$34.1M	4.27%	0.01%	+1.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$27.9M	3.50%	0.00%	+10.3%	Q4 2024
NVDANvidia Corp	$26M	3.26%	0.00%	+8.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$25M	3.13%	Not reported	+5.6%	Q4 2024
SYKStryker Corp	$24.6M	3.08%	0.02%	+2.5%	Q4 2024
BKNGBooking Holdings Inc.	$23.5M	2.94%	0.01%	+34.1%	Q4 2024
GSGoldman Sachs Group Inc	$21.9M	2.75%	0.01%	+0.5%	Q4 2024
CBChubb Ltd	$21.1M	2.64%	0.02%	+12.8%	Q4 2024
JNJJohnson & Johnson	$20.3M	2.54%	0.00%	-0.6%	Q4 2024
METAMeta Platforms, Inc.	$19.9M	2.49%	Not reported	+21.9%	Q4 2024
DISWalt Disney Co	$17.9M	2.25%	0.01%	+5.2%	Q4 2024
TMOThermo Fisher Scientific Inc.	$17M	2.12%	0.01%	-1.3%	Q4 2024
MCDMcdonalds Corp	$15.9M	1.99%	0.01%	+3.1%	Q4 2024
ADPAutomatic Data Processing Inc	$15.5M	1.94%	0.01%	+4.5%	Q4 2024
AAPLApple Inc.	$15.1M	1.89%	0.00%	+3.6%	Q4 2024
CRHCRH Public Ltd Co	$13.9M	1.75%	0.02%	-12.9%	Q4 2024
ISRGIntuitive Surgical Inc	$12.6M	1.58%	0.01%	+7.0%	Q4 2024
MAMastercard Inc	$12.2M	1.53%	0.00%	+3.4%	Q4 2024
WPMWheaton Precious Metals Corp.	$11.4M	1.42%	0.02%	+5.4%	Q4 2024
ANETArista Networks, Inc.	$11.1M	1.40%	0.01%	-5.6%	Q4 2024
CEFSprott Physical Gold & Silver Trust	$8.86M	1.11%	0.10%	+4.2%	Q4 2024
ZTSZoetis Inc.	$8.48M	1.06%	0.02%	+0.9%	Q4 2024
FNVFRANCO NEVADA Corp	$8.26M	1.03%	0.02%	+4.1%	Q4 2024
MDLZMondelez International, Inc.	$8.24M	1.03%	0.01%	-13.4%	Q4 2024
SPGIS&P Global Inc.	$8.19M	1.03%	0.01%	+22.5%	Q4 2024
LLYELI LILLY & Co	$8.06M	1.01%	0.00%	+2.9%	Q4 2024
JPMJPMorgan Chase & Co	$7.58M	0.95%	0.00%	+6.8%	Q4 2024
PEPPepsico Inc	$7.36M	0.92%	0.00%	-5.4%	Q4 2024
INTUIntuit Inc.	$7.36M	0.92%	0.00%	-3.4%	Q4 2024
CLColgate Palmolive Co	$7.13M	0.89%	0.01%	-1.3%	Q4 2024
WATWaters Corp	$6.52M	0.82%	0.03%	+3.9%	Q4 2024
ACNAccenture plc	$6.48M	0.81%	0.00%	+12.1%	Q4 2024
NDAQNasdaq, Inc.	$6.4M	0.80%	0.01%	+13.5%	Q4 2024
KOCoca Cola Co	$6.19M	0.78%	0.00%	+7.4%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$6.14M	0.77%	Not reported	Not reported	Q4 2024
LINLinde PLC	$6.09M	0.76%	0.00%	+14.9%	Q4 2024
AZOAutozone Inc	$5.1M	0.64%	0.01%	+7.8%	Q4 2024
MKCMccormick & Co Inc	$5.07M	0.63%	Not reported	-3.1%	Q4 2024
TJXTJX Companies Inc	$4.98M	0.62%	0.00%	+18.4%	Q4 2024
GLDSPDR Gold Trust	$4.88M	0.61%	0.00%	-0.8%	Q4 2024
ROPRoper Technologies Inc	$4.82M	0.60%	0.01%	+234.7%	Q4 2024
CMECme Group Inc.	$4.77M	0.60%	0.01%	+138.2%	Q4 2024
LRCXLam Research Corp	$4.69M	0.59%	0.00%	-16.1%	Q4 2024
PGPROCTER & GAMBLE Co	$4.2M	0.53%	0.00%	-32.0%	Q4 2024
IEXIdex Corp	$4.19M	0.52%	0.03%	+26.6%	Q4 2024
SWSmurfit Westrock plc	$3.85M	0.48%	0.02%	-12.2%	Q4 2024
FERGFerguson Enterprises Inc.	$3.28M	0.41%	0.01%	-1.2%	Q4 2024

Q3 2025Reported Nov 14, 2025239 positions
MSFTMicrosoft Corp	$53.5M	7.19%	0.00%	+1.4%	Q4 2024
GOOGLAlphabet Inc.	$42.8M	5.75%	0.00%	+1.3%	Q4 2024
AMZNAmazon Com Inc	$39.4M	5.28%	0.00%	+10.7%	Q4 2024
VVisa Inc.	$32.7M	4.38%	0.01%	+6.1%	Q4 2024
SYKStryker Corp	$25.3M	3.39%	0.02%	+4.4%	Q4 2024
NVDANvidia Corp	$24M	3.23%	0.00%	-11.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$23.6M	3.17%	Not reported	+6.9%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$23.2M	3.12%	0.00%	+24.0%	Q4 2024
GSGoldman Sachs Group Inc	$19.8M	2.65%	0.01%	+3.1%	Q4 2024
JNJJohnson & Johnson	$18.3M	2.45%	0.00%	-3.1%	Q4 2024
METAMeta Platforms, Inc.	$18.1M	2.43%	Not reported	+6.4%	Q4 2024
BKNGBooking Holdings Inc.	$17.7M	2.37%	0.01%	+7.7%	Q4 2024
DISWalt Disney Co	$17.2M	2.31%	0.01%	+6.0%	Q4 2024
CBChubb Ltd	$16.9M	2.27%	0.02%	+18.5%	Q4 2024
ADPAutomatic Data Processing Inc	$16.9M	2.26%	0.01%	+2.6%	Q4 2024
CRHCRH Public Ltd Co	$15.4M	2.06%	0.02%	+2.1%	Q4 2024
MCDMcdonalds Corp	$15.3M	2.06%	0.01%	+7.8%	Q4 2024
TMOThermo Fisher Scientific Inc.	$14.4M	1.93%	0.01%	+5.5%	Q4 2024
AAPLApple Inc.	$13.6M	1.83%	0.00%	-8.0%	Q4 2024
ANETArista Networks, Inc.	$13.1M	1.76%	0.01%	-2.1%	Q4 2024
MAMastercard Inc	$11.8M	1.58%	0.00%	+9.1%	Q4 2024
MDLZMondelez International, Inc.	$11M	1.48%	0.01%	+5.1%	Q4 2024
WPMWheaton Precious Metals Corp.	$10.3M	1.38%	0.02%	+1.4%	Q4 2024
ZTSZoetis Inc.	$9.78M	1.31%	0.02%	+16.3%	Q4 2024
ISRGIntuitive Surgical Inc	$9.31M	1.25%	0.01%	+7.9%	Q4 2024
FNVFRANCO NEVADA Corp	$8.52M	1.14%	0.02%	+1.5%	Q4 2024
INTUIntuit Inc.	$7.86M	1.06%	0.00%	+1.1%	Q4 2024
PEPPepsico Inc	$7.62M	1.02%	0.00%	-3.3%	Q4 2024
CLColgate Palmolive Co	$7.31M	0.98%	0.01%	+4.2%	Q4 2024
JPMJPMorgan Chase & Co	$6.95M	0.93%	0.00%	+13.4%	Q4 2024
CEFSprott Physical Gold & Silver Trust	$6.81M	0.91%	0.09%	+2.6%	Q4 2024
PGPROCTER & GAMBLE Co	$6.63M	0.89%	0.00%	+1.5%	Q4 2024
SPGIS&P Global Inc.	$6.23M	0.84%	0.00%	+25.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$6M	0.81%	Not reported	Not reported	Q4 2024
AZOAutozone Inc	$5.98M	0.80%	0.01%	+15.7%	Q4 2024
LINLinde PLC	$5.9M	0.79%	0.00%	+18.2%	Q4 2024
LLYELI LILLY & Co	$5.56M	0.75%	0.00%	+358.7%	Q4 2024
KOCoca Cola Co	$5.47M	0.73%	0.00%	+23.5%	Q4 2024
ACNAccenture plc	$5.31M	0.71%	0.00%	-0.5%	Q4 2024
NDAQNasdaq, Inc.	$5.14M	0.69%	0.01%	+56.6%	Q4 2024
MKCMccormick & Co Inc	$5.14M	0.69%	Not reported	Not reported	Q4 2024
WATWaters Corp	$4.95M	0.66%	0.03%	+7.2%	Q4 2024
SWSmurfit Westrock plc	$4.83M	0.65%	0.02%	+6.7%	Q4 2024
GLDSPDR Gold Trust	$4.41M	0.59%	0.00%	+1.1%	Q4 2024
LRCXLam Research Corp	$4.37M	0.59%	0.00%	-11.5%	Q4 2024
TJXTJX Companies Inc	$3.96M	0.53%	0.00%	+60.2%	Q4 2024
PYPLPayPal Holdings, Inc.	$3.66M	0.49%	0.01%	+3.2%	Q4 2024
FERGFerguson Enterprises Inc.	$3.35M	0.45%	0.01%	-12.3%	Q4 2024
ADBEAdobe Inc.	$3.07M	0.41%	0.00%	-53.5%	Q4 2024
IEXIdex Corp	$3.03M	0.41%	0.02%	+20.6%	Q4 2024

Q2 2025Reported Nov 26, 2025236 positions
MSFTMicrosoft Corp	$50.7M	7.61%	0.00%	+3.2%	Q4 2024
AMZNAmazon Com Inc	$35.5M	5.34%	0.00%	+10.0%	Q4 2024
VVisa Inc.	$32M	4.81%	0.00%	+2.3%	Q4 2024
GOOGLAlphabet Inc.	$30.7M	4.60%	0.00%	+9.6%	Q4 2024
SYKStryker Corp	$25.9M	3.89%	0.02%	+2.8%	Q4 2024
NVDANvidia Corp	$23.1M	3.47%	0.00%	+1.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$21.4M	3.21%	Not reported	+6.3%	Q4 2024
BKNGBooking Holdings Inc.	$17.6M	2.64%	0.01%	+4.3%	Q4 2024
DISWalt Disney Co	$17.5M	2.63%	0.01%	+0.7%	Q4 2024
ADPAutomatic Data Processing Inc	$17.3M	2.60%	0.01%	+2.9%	Q4 2024
METAMeta Platforms, Inc.	$17.1M	2.57%	Not reported	+11.0%	Q4 2024
GSGoldman Sachs Group Inc	$17M	2.56%	0.01%	+65.1%	Q4 2024
JNJJohnson & Johnson	$15.5M	2.33%	0.00%	+4.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.2M	2.28%	0.00%	+12.4%	Q4 2024
CBChubb Ltd	$14.6M	2.20%	0.01%	+6.5%	Q4 2024
MCDMcdonalds Corp	$13.7M	2.05%	0.01%	+4.4%	Q4 2024
AAPLApple Inc.	$11.9M	1.79%	0.00%	-35.6%	Q4 2024
CRHCRH Public Ltd Co	$11.5M	1.73%	0.02%	+1.8%	Q4 2024
TMOThermo Fisher Scientific Inc.	$11.4M	1.71%	0.01%	+9.6%	Q4 2024
MDLZMondelez International, Inc.	$11.3M	1.70%	0.01%	+1.9%	Q4 2024
MAMastercard Inc	$10.7M	1.60%	0.00%	+3.5%	Q4 2024
ISRGIntuitive Surgical Inc	$10.5M	1.57%	0.01%	+3.9%	Q4 2024
ANETArista Networks, Inc.	$9.42M	1.41%	0.01%	-4.8%	Q4 2024
INTUIntuit Inc.	$8.97M	1.35%	0.00%	-5.8%	Q4 2024
ZTSZoetis Inc.	$8.96M	1.35%	0.01%	+14.0%	Q4 2024
WPMWheaton Precious Metals Corp.	$8.14M	1.22%	0.02%	-22.7%	Q4 2024
CLColgate Palmolive Co	$7.97M	1.20%	0.01%	+4.0%	Q4 2024
PEPPepsico Inc	$7.41M	1.11%	0.00%	-6.2%	Q4 2024
ADBEAdobe Inc.	$7.26M	1.09%	0.00%	+9.0%	Q4 2024
PGPROCTER & GAMBLE Co	$6.77M	1.02%	0.00%	-11.5%	Q4 2024
ACNAccenture plc	$6.47M	0.97%	0.00%	+7.8%	Q4 2024
FNVFRANCO NEVADA Corp	$6.19M	0.93%	0.02%	+1.5%	Q4 2024
MKCMccormick & Co Inc	$5.82M	0.87%	Not reported	-3.5%	Q4 2024
JPMJPMorgan Chase & Co	$5.63M	0.85%	0.00%	+5.8%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$5.52M	0.83%	Not reported	Not reported	Q4 2024
CEFSprott Physical Gold & Silver Trust	$5.45M	0.82%	0.09%	-0.6%	Q4 2024
SPGIS&P Global Inc.	$5.38M	0.81%	0.00%	+21.7%	Q4 2024
WATWaters Corp	$5.38M	0.81%	0.03%	+2.8%	Q4 2024
LINLinde PLC	$4.93M	0.74%	0.00%	+25.6%	Q4 2024
KOCoca Cola Co	$4.72M	0.71%	0.00%	+13.0%	Q4 2024
SWSmurfit Westrock plc	$4.59M	0.69%	0.02%	+9.3%	Q4 2024
AZOAutozone Inc	$4.48M	0.67%	0.01%	+25.1%	Q4 2024
PYPLPayPal Holdings, Inc.	$3.93M	0.59%	0.01%	+6.3%	Q4 2024
GLDSPDR Gold Trust	$3.74M	0.56%	0.00%	-3.4%	Q4 2024
FERGFerguson Enterprises Inc.	$3.7M	0.56%	0.01%	Not reported	Q4 2024
LRCXLam Research Corp	$3.59M	0.54%	0.00%	+2.7%	Q4 2024
NDAQNasdaq, Inc.	$3.32M	0.50%	0.01%	+11.6%	Q4 2024
IEXIdex Corp	$2.71M	0.41%	0.02%	+2.6%	Q4 2024
MKC.VMccormick & Co Inc	$2.24M	0.34%	Not reported	-17.9%	Q4 2024
TJXTJX Companies Inc	$2.11M	0.32%	0.00%	+34.9%	Q4 2024

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