Evelyn Partners Asset Management Ltd

13F filer · CIK 0002065207

Last filed May 15, 2026

Net seller this quarter

13F portfolio value$406MU.S. long equity reported on 13F

Positions22312 new · 2 closed

Net flow last quarter-$6.89MBuys minus sells

Top 10 positions weight31.1%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, 2026223 positions
GLDSPDR Gold Trust	$26.5M	6.53%	0.02%	-11.0%	Q4 2024
MSFTMicrosoft Corp	$14.9M	3.67%	0.00%	+6.8%	Q4 2024
GOOGLAlphabet Inc.	$13M	3.19%	0.00%	-2.7%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$11.8M	2.91%	Not reported	+6.5%	Q4 2024
AMZNAmazon Com Inc	$11.6M	2.86%	0.00%	+0.3%	Q4 2024
VVisa Inc.	$11M	2.72%	0.00%	+2.1%	Q4 2024
AAPLApple Inc.	$10.1M	2.49%	0.00%	-0.1%	Q4 2024
SYKStryker Corp	$9.65M	2.38%	0.01%	+2.1%	Q4 2024
BKNGBooking Holdings Inc.	$9.38M	2.31%	0.01%	+5.2%	Q4 2024
SGOLabrdn Gold ETF Trust	$8.11M	2.00%	0.10%	-10.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.96M	1.96%	0.00%	+27.7%	Q4 2024
MAMastercard Inc	$7.83M	1.93%	0.00%	+1.2%	Q4 2024
ADPAutomatic Data Processing Inc	$7.37M	1.82%	0.01%	+2.4%	Q4 2024
WATWaters Corp	$7.3M	1.80%	0.03%	+1.4%	Q4 2024
DISWalt Disney Co	$7.11M	1.75%	0.00%	-15.6%	Q4 2024
CMECme Group Inc.	$6.92M	1.71%	0.01%	-3.1%	Q4 2024
IAUIshares Gold Trust	$6.7M	1.65%	0.01%	-6.6%	Q4 2024
INTUIntuit Inc.	$6.62M	1.63%	0.01%	+24.2%	Q4 2024
AZOAutozone Inc	$6.31M	1.55%	0.01%	-2.8%	Q4 2024
ZTSZoetis Inc.	$6M	1.48%	0.01%	+1.6%	Q4 2024
RELXRelx PLC	$5.22M	1.29%	0.01%	+53.6%	Q4 2024
ULUnilever PLC	$5.13M	1.26%	0.00%	+1.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.09M	1.25%	Not reported	+16.7%	Q4 2024
ACNAccenture plc	$4.91M	1.21%	0.00%	+1.4%	Q4 2024
JNJJohnson & Johnson	$4.31M	1.06%	0.00%	+2.8%	Q4 2024
AZNAstrazeneca PLC	$3.94M	0.97%	Not reported	+77.2%	Q4 2024
NVDANvidia Corp	$3.77M	0.93%	0.00%	+1.6%	Q4 2024
METAMeta Platforms, Inc.	$3.31M	0.82%	Not reported	+3.1%	Q4 2024
ANETArista Networks, Inc.	$3.18M	0.78%	0.00%	+1.8%	Q4 2024
CBChubb Ltd	$2.81M	0.69%	0.00%	+3.1%	Q4 2024
ASMLAsml Holding NV	$2.78M	0.69%	0.00%	-3.9%	Q4 2024
RACEFerrari N.V.	$2.53M	0.62%	0.00%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$2.49M	0.61%	Not reported	+11.9%	Q4 2024
ISRGIntuitive Surgical Inc	$2.28M	0.56%	0.00%	+3.9%	Q4 2024
MCDMcdonalds Corp	$2.25M	0.56%	0.00%	+2.3%	Q4 2024
DEODiageo PLC	$1.99M	0.49%	0.00%	+2.9%	Q4 2024
RIORio Tinto PLC	$1.7M	0.42%	0.00%	+5.8%	Q4 2024
GHCGraham Holdings Co	$1.65M	0.41%	Not reported	Not reported	Q4 2024
MDLZMondelez International, Inc.	$1.65M	0.41%	0.00%	+10.3%	Q4 2024
SIVRabrdn Silver ETF Trust	$1.63M	0.40%	0.03%	New	Q1 2026
MUMicron Technology Inc	$1.39M	0.34%	0.00%	-1.3%	Q4 2024
NVONovo Nordisk A S	$1.34M	0.33%	Not reported	-69.3%	Q4 2024
LLYELI LILLY & Co	$1.33M	0.33%	0.00%	+15.4%	Q4 2024
PPGPPG Industries Inc	$1.14M	0.28%	0.00%	-69.5%	Q3 2025
MSIMotorola Solutions, Inc.	$1.05M	0.26%	0.00%	Not reported	Q3 2025
GOOGAlphabet Inc.	$931K	0.23%	Not reported	Not reported	Q4 2024
BACBank of America Corp	$863K	0.21%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$809K	0.20%	0.00%	+2.1%	Q4 2024
CSCOCisco Systems, Inc.	$783K	0.19%	0.00%	Not reported	Q4 2024
FNVFRANCO NEVADA Corp	$668K	0.16%	0.00%	Not reported	Q4 2024

Q4 2025Reported Feb 13, 2026213 positions
GLDSPDR Gold Trust	$27.4M	6.43%	0.02%	-18.4%	Q4 2024
MSFTMicrosoft Corp	$18.2M	4.28%	0.00%	-16.8%	Q4 2024
GOOGLAlphabet Inc.	$14.5M	3.40%	0.00%	-37.0%	Q4 2024
AMZNAmazon Com Inc	$12.8M	3.00%	0.00%	-16.3%	Q4 2024
VVisa Inc.	$12.6M	2.94%	0.00%	-9.4%	Q4 2024
BKNGBooking Holdings Inc.	$11.3M	2.66%	0.01%	+377.9%	Q4 2024
AAPLApple Inc.	$10.8M	2.54%	0.00%	-0.5%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$10.3M	2.41%	Not reported	+6.8%	Q4 2024
SYKStryker Corp	$10.1M	2.37%	0.01%	-11.2%	Q4 2024
DISWalt Disney Co	$9.94M	2.33%	0.00%	-11.9%	Q4 2024
WATWaters Corp	$9.18M	2.15%	0.04%	-13.1%	Q4 2024
ADPAutomatic Data Processing Inc	$9.12M	2.14%	0.01%	-8.3%	Q4 2024
MAMastercard Inc	$8.84M	2.07%	0.00%	-13.0%	Q4 2024
SGOLabrdn Gold ETF Trust	$8.31M	1.95%	0.11%	-3.2%	Q4 2024
INTUIntuit Inc.	$8.16M	1.92%	0.00%	-15.2%	Q4 2024
IAUIshares Gold Trust	$6.61M	1.55%	0.01%	+1.1%	Q4 2024
CMECme Group Inc.	$6.61M	1.55%	0.01%	+70.9%	Q4 2024
ACNAccenture plc	$6.55M	1.54%	0.00%	+8.1%	Q4 2024
AZOAutozone Inc	$6.52M	1.53%	0.01%	-16.2%	Q4 2024
ZTSZoetis Inc.	$6.28M	1.47%	0.01%	-7.9%	Q4 2024
NVONovo Nordisk A S	$6.03M	1.42%	Not reported	-2.4%	Q4 2024
ULUnilever PLC	$5.81M	1.36%	0.00%	+3.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.6M	1.31%	0.00%	-1.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$4.58M	1.07%	Not reported	+0.9%	Q4 2024
PYPLPayPal Holdings, Inc.	$4.19M	0.98%	0.01%	-22.5%	Q4 2024
RELXRelx PLC	$4.15M	0.97%	0.01%	+10.0%	Q4 2024
NVDANvidia Corp	$3.97M	0.93%	0.00%	-2.8%	Q4 2024
METAMeta Platforms, Inc.	$3.7M	0.87%	Not reported	-1.6%	Q4 2024
PPGPPG Industries Inc	$3.57M	0.84%	0.02%	-22.9%	Q3 2025
JNJJohnson & Johnson	$3.55M	0.83%	0.00%	-1.3%	Q4 2024
ANETArista Networks, Inc.	$3.33M	0.78%	0.00%	-1.2%	Q4 2024
ISRGIntuitive Surgical Inc	$2.69M	0.63%	0.00%	-0.1%	Q4 2024
CBChubb Ltd	$2.61M	0.61%	0.00%	+1.6%	Q4 2024
PGPROCTER & GAMBLE Co	$2.43M	0.57%	0.00%	-35.5%	Q4 2024
ASMLAsml Holding NV	$2.34M	0.55%	0.00%	-71.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.33M	0.55%	Not reported	-26.3%	Q4 2024
GSGoldman Sachs Group Inc	$2.31M	0.54%	0.00%	+2.2%	Q4 2024
DEODiageo PLC	$2.24M	0.53%	0.00%	-0.2%	Q4 2024
MCDMcdonalds Corp	$2.17M	0.51%	0.00%	+1.1%	Q4 2024
AZNAstrazeneca PLC	$2.11M	0.49%	Not reported	-0.7%	Q4 2024
CLColgate Palmolive Co	$1.96M	0.46%	0.00%	-8.5%	Q4 2024
PEPPepsico Inc	$1.91M	0.45%	0.00%	-9.3%	Q4 2024
GHCGraham Holdings Co	$1.72M	0.40%	Not reported	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.6M	0.38%	0.00%	+1.9%	Q4 2024
MDLZMondelez International, Inc.	$1.4M	0.33%	0.00%	-19.1%	Q4 2024
RIORio Tinto PLC	$1.38M	0.32%	0.00%	0.0%	Q4 2024
LLYELI LILLY & Co	$1.34M	0.31%	0.00%	+11.7%	Q4 2024
MUMicron Technology Inc	$1.19M	0.28%	0.00%	-8.9%	Q4 2024
GOOGAlphabet Inc.	$1.02M	0.24%	Not reported	-5.5%	Q4 2024
BACBank of America Corp	$974K	0.23%	0.00%	-5.4%	Q4 2024

Q3 2025Reported Nov 14, 2025210 positions
GLDSPDR Gold Trust	$30.1M	6.79%	0.03%	+6.8%	Q4 2024
MSFTMicrosoft Corp	$23.5M	5.30%	0.00%	+3.1%	Q4 2024
GOOGLAlphabet Inc.	$17.9M	4.03%	0.00%	-14.2%	Q4 2024
AMZNAmazon Com Inc	$14.6M	3.29%	0.00%	-0.7%	Q4 2024
VVisa Inc.	$13.5M	3.04%	0.00%	+3.8%	Q4 2024
SYKStryker Corp	$12M	2.70%	0.01%	+4.6%	Q4 2024
ADPAutomatic Data Processing Inc	$11.4M	2.56%	0.01%	+5.7%	Q4 2024
DISWalt Disney Co	$11.3M	2.56%	0.01%	+12.1%	Q4 2024
AAPLApple Inc.	$10.2M	2.30%	0.00%	+514.2%	Q4 2024
MAMastercard Inc	$10.1M	2.29%	0.00%	+6.1%	Q4 2024
INTUIntuit Inc.	$9.93M	2.24%	0.01%	+5.0%	Q4 2024
AZOAutozone Inc	$9.84M	2.22%	0.01%	+0.9%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$9.35M	2.11%	Not reported	+3.3%	Q4 2024
WATWaters Corp	$8.34M	1.88%	0.05%	+15.3%	Q4 2024
ZTSZoetis Inc.	$7.93M	1.79%	0.01%	+6.7%	Q4 2024
SGOLabrdn Gold ETF Trust	$7.69M	1.74%	0.12%	+5.2%	Q4 2024
ASMLAsml Holding NV	$7.46M	1.68%	0.00%	+6.9%	Q4 2024
NVONovo Nordisk A S	$6.74M	1.52%	Not reported	+50.7%	Q4 2024
PYPLPayPal Holdings, Inc.	$6.21M	1.40%	0.01%	+8.8%	Q4 2024
IAUIshares Gold Trust	$5.86M	1.32%	0.01%	Not reported	Q4 2024
ULUnilever PLC	$5.74M	1.30%	0.00%	+9.6%	Q4 2024
ACNAccenture plc	$5.57M	1.26%	0.00%	+13.4%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.23M	1.18%	0.00%	+6.6%	Q4 2024
PPGPPG Industries Inc	$4.75M	1.07%	0.02%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$4.54M	1.03%	Not reported	+6.8%	Q4 2024
RELXRelx PLC	$4.46M	1.01%	0.01%	+14.9%	Q4 2024
METAMeta Platforms, Inc.	$4.19M	0.95%	Not reported	+3.8%	Q4 2024
NVDANvidia Corp	$4.08M	0.92%	0.00%	-2.4%	Q4 2024
PGPROCTER & GAMBLE Co	$4.04M	0.91%	0.00%	+4.1%	Q4 2024
CMECme Group Inc.	$3.82M	0.86%	0.00%	+100978.6%	Q4 2024
ANETArista Networks, Inc.	$3.75M	0.85%	0.00%	+2.3%	Q4 2024
JNJJohnson & Johnson	$3.22M	0.73%	0.00%	+5.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.09M	0.70%	Not reported	-14.2%	Q4 2024
DEODiageo PLC	$2.48M	0.56%	0.00%	+25.7%	Q4 2024
BKNGBooking Holdings Inc.	$2.39M	0.54%	0.00%	+8.3%	Q4 2024
CBChubb Ltd	$2.33M	0.53%	0.00%	+4.9%	Q4 2024
CLColgate Palmolive Co	$2.17M	0.49%	0.00%	-1.5%	Q4 2024
MCDMcdonalds Corp	$2.13M	0.48%	0.00%	+4.9%	Q4 2024
ISRGIntuitive Surgical Inc	$2.13M	0.48%	0.00%	+5.0%	Q4 2024
PEPPepsico Inc	$2.06M	0.47%	0.00%	+6.0%	Q4 2024
GSGoldman Sachs Group Inc	$2.05M	0.46%	0.00%	+4.8%	Q4 2024
MDLZMondelez International, Inc.	$2M	0.45%	0.00%	0.0%	Q4 2024
GHCGraham Holdings Co	$1.84M	0.42%	Not reported	Not reported	Q4 2024
AZNAstrazeneca PLC	$1.77M	0.40%	Not reported	+4.3%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.32M	0.30%	0.00%	+3.9%	Q4 2024
RIORio Tinto PLC	$1.14M	0.26%	0.00%	+10.2%	Q4 2024
BACBank of America Corp	$966K	0.22%	0.00%	-1.6%	Q4 2024
LLYELI LILLY & Co	$853K	0.19%	0.00%	+22260.0%	Q4 2024
GOOGAlphabet Inc.	$837K	0.19%	Not reported	+4.9%	Q4 2024
MUMicron Technology Inc	$767K	0.17%	0.00%	-0.8%	Q4 2024

Q2 2025Reported Nov 26, 2025170 positions
GLDSPDR Gold Trust	$24.2M	6.13%	0.02%	+0.7%	Q4 2024
MSFTMicrosoft Corp	$21.9M	5.55%	0.00%	+0.1%	Q4 2024
GOOGLAlphabet Inc.	$15.1M	3.82%	0.00%	+10.7%	Q4 2024
AMZNAmazon Com Inc	$14.6M	3.71%	0.00%	+16.3%	Q4 2024
VVisa Inc.	$13.5M	3.42%	0.00%	+0.3%	Q4 2024
SYKStryker Corp	$12.3M	3.11%	0.01%	+0.2%	Q4 2024
ADPAutomatic Data Processing Inc	$11.3M	2.86%	0.01%	+0.4%	Q4 2024
DISWalt Disney Co	$11M	2.78%	0.00%	+10.8%	Q4 2024
INTUIntuit Inc.	$10.9M	2.76%	0.01%	-3.7%	Q4 2024
MAMastercard Inc	$9.43M	2.39%	0.00%	-0.2%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$8.47M	2.15%	Not reported	+4.1%	Q4 2024
AZOAutozone Inc	$8.44M	2.14%	0.01%	-0.4%	Q4 2024
WATWaters Corp	$8.42M	2.13%	0.04%	+0.4%	Q4 2024
ZTSZoetis Inc.	$7.92M	2.01%	0.01%	+19.8%	Q4 2024
ADBEAdobe Inc.	$7.55M	1.91%	0.00%	+22.4%	Q4 2024
PYPLPayPal Holdings, Inc.	$6.33M	1.60%	0.01%	+9.1%	Q4 2024
SGOLabrdn Gold ETF Trust	$6.27M	1.59%	0.12%	-4.3%	Q4 2024
ACNAccenture plc	$5.96M	1.51%	0.00%	+1.1%	Q4 2024
ASMLAsml Holding NV	$5.78M	1.46%	0.00%	+0.6%	Q4 2024
NVONovo Nordisk A S	$5.56M	1.41%	Not reported	+2.4%	Q4 2024
ULUnilever PLC	$5.4M	1.37%	0.00%	-1.1%	Q4 2024
IAUIshares Gold Trust	$5.02M	1.27%	0.01%	Not reported	Q4 2024
RELXRelx PLC	$4.41M	1.12%	0.00%	-1.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$4.11M	1.04%	Not reported	-0.2%	Q4 2024
METAMeta Platforms, Inc.	$4.05M	1.03%	Not reported	+3.2%	Q4 2024
PGPROCTER & GAMBLE Co	$4.02M	1.02%	0.00%	-44.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.98M	1.01%	0.00%	+2.3%	Q4 2024
NVDANvidia Corp	$3.54M	0.90%	0.00%	+1.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.34M	0.85%	Not reported	+5.0%	Q4 2024
ANETArista Networks, Inc.	$2.57M	0.65%	0.00%	+2.5%	Q4 2024
CLColgate Palmolive Co	$2.51M	0.64%	0.00%	-1.2%	Q4 2024
JNJJohnson & Johnson	$2.51M	0.64%	0.00%	+4.3%	Q4 2024
ISRGIntuitive Surgical Inc	$2.46M	0.62%	0.00%	+4.9%	Q4 2024
BKNGBooking Holdings Inc.	$2.37M	0.60%	0.00%	+4.6%	Q4 2024
CBChubb Ltd	$2.28M	0.58%	0.00%	+5.3%	Q4 2024
MDLZMondelez International, Inc.	$2.16M	0.55%	0.00%	+4.8%	Q4 2024
DEODiageo PLC	$2.09M	0.53%	0.00%	-0.7%	Q4 2024
MCDMcdonalds Corp	$1.95M	0.49%	0.00%	+4.3%	Q4 2024
PEPPepsico Inc	$1.83M	0.46%	0.00%	-28.6%	Q4 2024
GSGoldman Sachs Group Inc	$1.74M	0.44%	0.00%	+608.4%	Q4 2024
AZNAstrazeneca PLC	$1.55M	0.39%	Not reported	+2.5%	Q4 2024
GHCGraham Holdings Co	$1.48M	0.37%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$1.34M	0.34%	0.00%	-58.9%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.06M	0.27%	0.00%	+17.7%	Q4 2024
RIORio Tinto PLC	$911K	0.23%	0.00%	+5.7%	Q4 2024
BACBank of America Corp	$900K	0.23%	0.00%	-4.1%	Q4 2024
CSCOCisco Systems, Inc.	$885K	0.22%	0.00%	-2.6%	Q4 2024
GOOGAlphabet Inc.	$581K	0.15%	Not reported	-5.8%	Q4 2024
CTVACorteva, Inc.	$572K	0.14%	0.00%	Not reported	Q4 2024
MUMicron Technology Inc	$569K	0.14%	0.00%	-1.3%	Q4 2024

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