EdgeMarket › What Evelyn Partners Investment Management Services Ltd reported owning
What Evelyn Partners Investment Management Services Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
850.0MPositions
281Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AZN ASTRAZENECA PLC | 96.8M | 11.4% | 498.1K | 165.98 | — |
| GOOGL Alphabet Inc. | 46.3M | 5.4% | 160.8K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 43.6M | 5.1% | 117.8K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 40.2M | 4.7% | 193.2K | 258.63 | +15.6% |
| V VISA INC. | 29.1M | 3.4% | 96.3K | 371.04 | +7.9% |
| NVDA NVIDIA CORP | 28.1M | 3.3% | 161.3K | 214.72 | +22.4% |
| unmapped CUSIP 084670702 | 26.0M | 3.1% | 54.3K | — | — |
| JNJ JOHNSON & JOHNSON | 25.2M | 3.0% | 103.1K | 270.24 | +51.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 25.0M | 2.9% | 74.1K | 418.95 | +83.3% |
| SYK STRYKER CORP | 23.1M | 2.7% | 70.2K | 329.45 | -15.9% |
| CB Chubb Ltd | 22.9M | 2.7% | 70.3K | 340.99 | +21.9% |
| META Meta Platforms, Inc. | 19.5M | 2.3% | 34.1K | 549.90 | -26.5% |
| BKNG Booking Holdings Inc. | 19.4M | 2.3% | 4.6K | 209.62 | -7.1% |
| AAPL Apple Inc. | 16.4M | 1.9% | 64.7K | 309.35 | +36.9% |
| GS GOLDMAN SACHS GROUP INC | 14.1M | 1.7% | 16.7K | 1,039.28 | +44.2% |
| MCD MCDONALDS CORP | 13.6M | 1.6% | 43.9K | 270.95 | -13.5% |
| MA Mastercard Inc | 13.4M | 1.6% | 26.9K | 580.63 | -2.0% |
| WPM Wheaton Precious Metals Corp. | 13.4M | 1.6% | 102.1K | 157.78 | +69.2% |
| CRH CRH PUBLIC LTD CO | 12.7M | 1.5% | 120.7K | 95.07 | -14.2% |
| ADP AUTOMATIC DATA PROCESSING INC | 11.9M | 1.4% | 58.4K | 280.81 | -9.1% |
| ISRG INTUITIVE SURGICAL INC | 11.0M | 1.3% | 23.9K | 378.81 | -21.2% |
| ANET Arista Networks, Inc. | 10.5M | 1.2% | 85.7K | 188.65 | +43.5% |
| FNV FRANCO NEVADA Corp | 10.5M | 1.2% | 42.5K | 265.74 | +49.0% |
| JPM JPMORGAN CHASE & CO | 9.6M | 1.1% | 32.8K | 351.58 | +20.3% |
| CEF Sprott Physical Gold & Silver Trust | 9.4M | 1.1% | 198.0K | 47.25 | +52.6% |
| TMO THERMO FISHER SCIENTIFIC INC. | 8.9M | 1.0% | 18.1K | 629.27 | +27.2% |
| INTU INTUIT INC. | 8.7M | 1.0% | 20.0K | 367.00 | -47.5% |
| LLY ELI LILLY & Co | 8.2M | 1.0% | 8.9K | 1,255.40 | +78.0% |
| DIS Walt Disney Co | 8.2M | 1.0% | 85.3K | 107.78 | -7.9% |
| MDLZ Mondelez International, Inc. | 7.9M | 0.9% | 136.9K | 64.45 | +2.0% |
| KO COCA COLA CO | 7.0M | 0.8% | 91.4K | 91.10 | +28.9% |
| SPGI S&P Global Inc. | 6.8M | 0.8% | 15.9K | 431.29 | -22.6% |
| TJX TJX COMPANIES INC /DE/ | 6.8M | 0.8% | 42.3K | 140.53 | +1.6% |
| NDAQ NASDAQ, INC. | 6.6M | 0.8% | 77.8K | 98.22 | +3.9% |
| ZTS Zoetis Inc. | 6.0M | 0.7% | 51.2K | 77.73 | -50.4% |
| AJG Arthur J. Gallagher & Co. | 5.8M | 0.7% | 27.0K | 263.81 | -12.8% |
| LIN LINDE PLC | 5.8M | 0.7% | 11.8K | 487.57 | +1.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.8M | 0.7% | 10.0K | 713.44 | +26.1% |
| APH AMPHENOL CORP /DE/ | 5.8M | 0.7% | 45.6K | 157.01 | +44.5% |
| VT Vanguard Total World Stock Index ETF | 5.5M | 0.6% | 39.6K | 160.77 | +21.2% |
| LRCX LAM RESEARCH CORP | 5.3M | 0.6% | 24.9K | 314.00 | +216.7% |
| CME CME GROUP INC. | 5.3M | 0.6% | 17.9K | 274.98 | +0.1% |
| WAT WATERS CORP /DE/ | 5.0M | 0.6% | 16.7K | 410.70 | +38.4% |
| AZO AUTOZONE INC | 5.0M | 0.6% | 1.5K | 2,957.95 | -28.9% |
| AVGO Broadcom Inc. | 4.8M | 0.6% | 15.6K | 368.45 | +26.5% |
| ACN Accenture plc | 4.8M | 0.6% | 24.1K | 185.28 | -27.4% |
| IEX IDEX CORP /DE/ | 4.5M | 0.5% | 23.6K | 234.39 | +42.5% |
| GDX VanEck Gold Miners ETF | 4.4M | 0.5% | 47.5K | 102.83 | +76.3% |
| GLD SPDR GOLD TRUST | 4.2M | 0.5% | 9.8K | 423.36 | +37.3% |
| MKC MCCORMICK & CO INC | 3.8M | 0.4% | 74.4K | 55.41 | -20.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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