Evelyn Partners Investment Management LLP
Last filed May 15, 2026
Net buyer this quarter
$3.68B
362
+$320M
50.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2026 | |||||
 AZN | $325M | 8.84% | Not reported | +44731.4% | Q4 2024 |
 MSFT | $260M | 7.08% | 0.01% | +4.6% | Q4 2024 |
 AMZN | $259M | 7.03% | 0.01% | +1.9% | Q4 2024 |
 GOOGL | $258M | 7.01% | 0.01% | -3.1% | Q4 2024 |
 NVDA | $151M | 4.11% | 0.00% | +3.1% | Q4 2024 |
 TSM | $148M | 4.02% | 0.00% | -2.7% | Q4 2024 |
 BRK.B | $135M | 3.66% | Not reported | +0.8% | Q4 2024 |
 V | $106M | 2.89% | 0.02% | -2.8% | Q4 2024 |
 CRH | $106M | 2.88% | 0.14% | -2.6% | Q4 2024 |
 AAPL | $104M | 2.83% | 0.00% | +4.7% | Q4 2024 |
 SYK | $87.2M | 2.37% | 0.07% | -0.7% | Q4 2024 |
 CB | $86.6M | 2.35% | 0.07% | +0.3% | Q4 2024 |
 JPM | $84.3M | 2.29% | 0.01% | +5.7% | Q4 2024 |
 KO | $75.6M | 2.05% | 0.02% | +2.5% | Q4 2024 |
 META | $68.8M | 1.87% | Not reported | +11.9% | Q4 2024 |
 BKNG | $61.1M | 1.66% | 0.05% | -8.6% | Q4 2024 |
 TMO | $53.6M | 1.46% | 0.03% | +4.6% | Q4 2024 |
 LIN | $44.4M | 1.21% | 0.02% | -0.9% | Q4 2024 |
 NEE | $43.1M | 1.17% | 0.02% | +14.3% | Q4 2024 |
 IEX | $38.9M | 1.06% | 0.28% | +10.8% | Q4 2024 |
| GOOG | $38.3M | 1.04% | Not reported | -3.0% | Q4 2024 |
 AZO | $38.1M | 1.04% | 0.07% | +7.9% | Q4 2024 |
 CEF | $38.1M | 1.03% | 0.42% | -1.7% | Q4 2024 |
 NDAQ | $36.3M | 0.99% | 0.08% | -0.5% | Q4 2024 |
 BAC | $33.7M | 0.92% | 0.01% | +7.7% | Q4 2024 |
 SPGI | $33.6M | 0.91% | 0.03% | -1.9% | Q4 2024 |
 GS | $33.4M | 0.91% | 0.01% | -5.4% | Q4 2024 |
 JNJ | $33M | 0.90% | 0.01% | -2.0% | Q4 2024 |
 TTE | $32.7M | 0.89% | 0.02% | +2.7% | Q4 2024 |
 MA | $32.3M | 0.88% | 0.01% | -9.8% | Q4 2024 |
 TJX | $30.6M | 0.83% | 0.02% | -3.6% | Q4 2024 |
 SUNB | $29M | 0.79% | 0.11% | New | Q1 2026 |
 ISRG | $28.8M | 0.78% | 0.02% | +16.6% | Q4 2024 |
 WMT | $27.6M | 0.75% | 0.00% | -6.2% | Q4 2024 |
 ZTS | $27.4M | 0.74% | 0.06% | -23.6% | Q4 2024 |
 UNH | $25.8M | 0.70% | 0.01% | -42.8% | Q4 2024 |
 AEM | $25.7M | 0.70% | 0.03% | -3.5% | Q4 2024 |
 SW | $24M | 0.65% | 0.12% | -12.7% | Q4 2024 |
 FCX | $23.2M | 0.63% | 0.03% | +13.1% | Q4 2024 |
 CVX | $20.7M | 0.56% | 0.01% | -3.5% | Q4 2024 |
 NFLX | $20M | 0.54% | 0.00% | +9.7% | Q4 2024 |
 NEM | $19.4M | 0.53% | 0.02% | -4.4% | Q4 2024 |
 APH | $19M | 0.52% | 0.01% | +42.7% | Q4 2024 |
 DHR | $18.9M | 0.51% | 0.01% | -18.0% | Q4 2024 |
 AVGO | $18.6M | 0.50% | 0.00% | +118.1% | Q4 2024 |
 MCD | $18.3M | 0.50% | 0.01% | -7.2% | Q4 2024 |
 INTU | $16.4M | 0.44% | 0.01% | +47.8% | Q4 2024 |
 XOM | $16.2M | 0.44% | 0.00% | +38.2% | Q4 2024 |
 PG | $16M | 0.43% | 0.00% | -13.6% | Q4 2024 |
 RACE | $15.8M | 0.43% | 0.03% | -30.0% | Q4 2024 |
| Q4 2025 | |||||
| MSFT | $325M | 8.99% | 0.01% | +1.0% | Q4 2024 |
| GOOGL | $290M | 8.00% | 0.01% | -13.3% | Q4 2024 |
| AMZN | $281M | 7.78% | 0.01% | +1.0% | Q4 2024 |
| NVDA | $157M | 4.33% | 0.00% | +0.3% | Q4 2024 |
| BRK.B | $140M | 3.88% | Not reported | +7.8% | Q4 2024 |
| TSM | $137M | 3.78% | 0.00% | -9.0% | Q4 2024 |
| CRH | $129M | 3.57% | 0.15% | -1.2% | Q4 2024 |
| V | $127M | 3.51% | 0.02% | +1.9% | Q4 2024 |
| AAPL | $107M | 2.94% | 0.00% | -2.0% | Q4 2024 |
| SYK | $94M | 2.60% | 0.07% | +4.7% | Q4 2024 |
| JPM | $87.3M | 2.41% | 0.01% | -1.5% | Q4 2024 |
| BKNG | $85M | 2.35% | 0.05% | +1.6% | Q4 2024 |
| CB | $82.7M | 2.28% | 0.07% | +2.2% | Q4 2024 |
| META | $70.9M | 1.96% | Not reported | +6.2% | Q4 2024 |
| KO | $67.8M | 1.87% | 0.02% | +11.4% | Q4 2024 |
| TMO | $60.5M | 1.67% | 0.03% | -0.5% | Q4 2024 |
| UNH | $55.1M | 1.52% | 0.02% | +0.7% | Q4 2024 |
| GOOG | $43.2M | 1.19% | Not reported | -8.9% | Q4 2024 |
| SPGI | $42M | 1.16% | 0.03% | +3.1% | Q4 2024 |
| NDAQ | $41.8M | 1.15% | 0.08% | +3.3% | Q4 2024 |
| MA | $40.9M | 1.13% | 0.01% | +0.5% | Q4 2024 |
| LIN | $38.5M | 1.06% | 0.02% | +4.7% | Q4 2024 |
| ZTS | $38.2M | 1.05% | 0.07% | -11.0% | Q4 2024 |
| CEF | $37.2M | 1.03% | 0.43% | +6.5% | Q4 2024 |
| GS | $36.7M | 1.01% | 0.01% | -8.3% | Q4 2024 |
| AZO | $35.5M | 0.98% | 0.06% | +7.4% | Q4 2024 |
| BAC | $35.3M | 0.98% | 0.01% | -1.8% | Q4 2024 |
| IEX | $33M | 0.91% | 0.25% | +9.2% | Q4 2024 |
| NEE | $32.6M | 0.90% | 0.02% | +14.8% | Q4 2024 |
| TJX | $30.5M | 0.84% | 0.02% | +0.1% | Q4 2024 |
| ISRG | $30.4M | 0.84% | 0.02% | +12.8% | Q4 2024 |
| JNJ | $28.5M | 0.79% | 0.01% | -4.4% | Q4 2024 |
| DHR | $27.8M | 0.77% | 0.02% | -1.4% | Q4 2024 |
| SW | $26.7M | 0.74% | 0.13% | -7.2% | Q4 2024 |
| WMT | $26.4M | 0.73% | 0.00% | -4.5% | Q4 2024 |
 ROP | $25.4M | 0.70% | 0.05% | -2.9% | Q4 2024 |
| RACE | $24.9M | 0.69% | 0.04% | +3.4% | Q4 2024 |
 BX | $23.6M | 0.65% | 0.02% | +2.7% | Q4 2024 |
| AEM | $22.3M | 0.62% | 0.03% | -15.8% | Q4 2024 |
| TTE | $22.3M | 0.61% | 0.02% | +2437.8% | Q4 2024 |
 GEHC | $19.5M | 0.54% | 0.05% | -0.3% | Q4 2024 |
| MCD | $19.4M | 0.53% | 0.01% | -6.3% | Q4 2024 |
| NEM | $18.7M | 0.52% | 0.02% | -5.3% | Q4 2024 |
| PG | $18.3M | 0.51% | 0.01% | -0.9% | Q4 2024 |
| FCX | $17.8M | 0.49% | 0.02% | +5.9% | Q4 2024 |
| NFLX | $17.8M | 0.49% | 0.00% | +20.8% | Q4 2024 |
| INTU | $17M | 0.47% | 0.01% | +5.3% | Q4 2024 |
 MKL | $16.4M | 0.45% | 0.06% | +3.6% | Q4 2024 |
 BUR | $16.4M | 0.45% | 0.84% | -0.8% | Q4 2024 |
| CVX | $15.8M | 0.44% | 0.01% | -0.2% | Q4 2024 |
| Q3 2025 | |||||
| MSFT | $345M | 9.80% | 0.01% | +0.1% | Q4 2024 |
| AMZN | $265M | 7.53% | 0.01% | +1.9% | Q4 2024 |
| GOOGL | $260M | 7.37% | 0.01% | -6.6% | Q4 2024 |
| NVDA | $156M | 4.44% | 0.00% | -1.2% | Q4 2024 |
| TSM | $138M | 3.92% | 0.00% | +11.3% | Q4 2024 |
| BRK.B | $130M | 3.70% | Not reported | +5.5% | Q4 2024 |
| CRH | $126M | 3.57% | 0.15% | -5.6% | Q4 2024 |
| V | $121M | 3.45% | 0.02% | +0.4% | Q4 2024 |
| AAPL | $102M | 2.89% | 0.00% | -4.2% | Q4 2024 |
| SYK | $94.4M | 2.68% | 0.07% | +1.7% | Q4 2024 |
| JPM | $86.8M | 2.47% | 0.01% | -1.0% | Q4 2024 |
| BKNG | $84.4M | 2.40% | 0.05% | +34.2% | Q4 2024 |
| META | $74.3M | 2.11% | Not reported | +12.5% | Q4 2024 |
| CB | $73.1M | 2.08% | 0.07% | +4.7% | Q4 2024 |
| KO | $57.7M | 1.64% | 0.02% | +12.0% | Q4 2024 |
| UNH | $57.2M | 1.63% | 0.02% | -8.4% | Q4 2024 |
| TMO | $50.8M | 1.44% | 0.03% | -2.0% | Q4 2024 |
| ZTS | $49.9M | 1.42% | 0.08% | -16.2% | Q4 2024 |
| AZO | $41.8M | 1.19% | 0.06% | +7.8% | Q4 2024 |
| LIN | $41M | 1.17% | 0.02% | +5.4% | Q4 2024 |
| MA | $40.5M | 1.15% | 0.01% | +1.4% | Q4 2024 |
| SPGI | $38M | 1.08% | 0.03% | +4.9% | Q4 2024 |
| NDAQ | $36.8M | 1.05% | 0.07% | 0.0% | Q4 2024 |
| GOOG | $36.8M | 1.04% | Not reported | -0.9% | Q4 2024 |
| GS | $36.2M | 1.03% | 0.02% | -3.0% | Q4 2024 |
| BAC | $33.8M | 0.96% | 0.01% | +4.3% | Q4 2024 |
| SW | $31.7M | 0.90% | 0.14% | -4.4% | Q4 2024 |
| RACE | $31.1M | 0.88% | 0.03% | +6.4% | Q4 2024 |
| ROP | $29.3M | 0.83% | 0.05% | +49.8% | Q4 2024 |
| TJX | $28.7M | 0.82% | 0.02% | +1.3% | Q4 2024 |
| CEF | $28M | 0.79% | 0.38% | +0.5% | Q4 2024 |
| IEX | $27.6M | 0.78% | 0.23% | -4.1% | Q4 2024 |
| JNJ | $26.7M | 0.76% | 0.01% | -5.9% | Q4 2024 |
| NEE | $26.7M | 0.76% | 0.02% | -3.1% | Q4 2024 |
| AEM | $26.3M | 0.75% | 0.03% | -0.7% | Q4 2024 |
| WMT | $25.6M | 0.73% | 0.00% | -1.3% | Q4 2024 |
| BX | $25.5M | 0.72% | 0.02% | -2.3% | Q4 2024 |
| DHR | $24.4M | 0.69% | 0.02% | -3.9% | Q4 2024 |
| BUR | $22M | 0.62% | 0.84% | -1.4% | Q4 2024 |
| ISRG | $21.2M | 0.60% | 0.01% | +22.3% | Q4 2024 |
| MCD | $20.5M | 0.58% | 0.01% | -44.1% | Q4 2024 |
| PG | $19.9M | 0.56% | 0.01% | -1.9% | Q4 2024 |
| NFLX | $18.8M | 0.53% | 0.00% | +3.9% | Q4 2024 |
| GEHC | $17.9M | 0.51% | 0.05% | +9.8% | Q4 2024 |
| NEM | $16.6M | 0.47% | 0.02% | -3.3% | Q4 2024 |
| INTU | $16.6M | 0.47% | 0.01% | +7.2% | Q4 2024 |
| CVX | $16.1M | 0.46% | 0.01% | -4.7% | Q4 2024 |
 AMT | $15.1M | 0.43% | 0.02% | -8.8% | Q4 2024 |
| MKL | $14.1M | 0.40% | 0.06% | -2.5% | Q4 2024 |
 DIS | $13.1M | 0.37% | 0.01% | -7.6% | Q4 2024 |
| Q2 2025 | |||||
| MSFT | $331M | 10.12% | 0.01% | +9.7% | Q4 2024 |
| AMZN | $260M | 7.94% | 0.01% | +2.6% | Q4 2024 |
| GOOGL | $202M | 6.16% | 0.01% | -1.3% | Q4 2024 |
| NVDA | $134M | 4.10% | 0.00% | +0.1% | Q4 2024 |
| V | $126M | 3.84% | 0.02% | -4.8% | Q4 2024 |
| BRK.B | $119M | 3.65% | Not reported | -1.5% | Q4 2024 |
| CRH | $102M | 3.12% | 0.17% | -5.5% | Q4 2024 |
| TSM | $101M | 3.08% | 0.00% | +6.2% | Q4 2024 |
| SYK | $99.3M | 3.04% | 0.07% | +2.1% | Q4 2024 |
| AAPL | $85.6M | 2.62% | 0.00% | -11.5% | Q4 2024 |
| JPM | $80.6M | 2.46% | 0.01% | +10.6% | Q4 2024 |
| CB | $71.7M | 2.19% | 0.06% | +5.1% | Q4 2024 |
| BKNG | $67.4M | 2.06% | 0.04% | +3.7% | Q4 2024 |
| META | $66.4M | 2.03% | Not reported | +8.5% | Q4 2024 |
| ZTS | $63.4M | 1.94% | 0.09% | +1.6% | Q4 2024 |
| UNH | $56.5M | 1.73% | 0.02% | -4.9% | Q4 2024 |
| KO | $55M | 1.68% | 0.02% | +3.5% | Q4 2024 |
| TMO | $43.4M | 1.33% | 0.03% | -26.9% | Q4 2024 |
| MA | $39.5M | 1.21% | 0.01% | +5.0% | Q4 2024 |
| SPGI | $39.3M | 1.20% | 0.02% | +103.3% | Q4 2024 |
| LIN | $38.4M | 1.18% | 0.02% | +2.1% | Q4 2024 |
| NDAQ | $37.2M | 1.14% | 0.07% | +9.8% | Q4 2024 |
| MCD | $35.3M | 1.08% | 0.02% | -17.0% | Q4 2024 |
| SW | $33.6M | 1.03% | 0.15% | -6.0% | Q4 2024 |
| AZO | $33.5M | 1.03% | 0.05% | +20.0% | Q4 2024 |
| GS | $33.2M | 1.02% | 0.02% | -29.9% | Q4 2024 |
| IEX | $31.1M | 0.95% | 0.23% | -6.0% | Q4 2024 |
| BAC | $29.7M | 0.91% | 0.01% | -10.5% | Q4 2024 |
| RACE | $29.7M | 0.91% | 0.03% | +155.9% | Q4 2024 |
| GOOG | $27M | 0.83% | Not reported | +0.2% | Q4 2024 |
| DHR | $25.4M | 0.78% | 0.02% | -1.2% | Q4 2024 |
| NEE | $25.3M | 0.77% | 0.02% | +4.5% | Q4 2024 |
| WMT | $24.6M | 0.75% | 0.00% | -3.3% | Q4 2024 |
| TJX | $24.2M | 0.74% | 0.02% | +0.9% | Q4 2024 |
| JNJ | $23.4M | 0.72% | 0.01% | -2.4% | Q4 2024 |
| CEF | $22.8M | 0.70% | 0.38% | +5.4% | Q4 2024 |
| BX | $22.8M | 0.70% | 0.02% | +1.3% | Q4 2024 |
 ACN | $22.4M | 0.68% | 0.01% | -0.8% | Q4 2024 |
| ROP | $22.3M | 0.68% | 0.04% | +77.7% | Q4 2024 |
| BUR | $21.9M | 0.67% | 0.85% | +1.3% | Q4 2024 |
| ISRG | $21.1M | 0.65% | 0.01% | +9.7% | Q4 2024 |
| PG | $21M | 0.64% | 0.01% | +0.2% | Q4 2024 |
| NFLX | $20.2M | 0.62% | 0.00% | +10.3% | Q4 2024 |
| AMT | $19M | 0.58% | 0.02% | -3.7% | Q4 2024 |
| AEM | $18.7M | 0.57% | 0.03% | -4.1% | Q4 2024 |
| INTU | $17.9M | 0.55% | 0.01% | +15.2% | Q4 2024 |
| FCX | $16.3M | 0.50% | 0.03% | -9.1% | Q4 2024 |
| GEHC | $16M | 0.49% | 0.05% | +6.8% | Q4 2024 |
| CVX | $15.6M | 0.48% | 0.01% | -3.8% | Q4 2024 |
| DIS | $15.3M | 0.47% | 0.01% | -12.5% | Q4 2024 |