Evelyn Partners Asset Management

London, X0files as Evelyn Partners Asset Management Ltd

$406m in 308 US stocks at the end of 31 March 2026. The top 10 are 36.6% of the money. It changed about 10.7% of the portfolio this quarter.

Value

$406m

Stocks

308

Top 10 share

36.6%

Turnover

10.7%

What changed this quarter

New

Bought for the first time this quarter.

Invesco Exch Traded FD TR IICQQQ
1.2% of the fund
AstrazenecaAZN
1.0% of the fund
FerrariRACE
0.6% of the fund
Abrdn Silver ETF TrustSIVR
0.4% of the fund
Motorola SolutionsMSI
0.3% of the fund
Spdr Series TrustSHM
0.1% of the fund
Palantir TechnologiesPLTR
0.1% of the fund
Vanguard Index FDSVB
<0.1% of the fund
Ishares TRMUB
<0.1% of the fund
Spdr Series TrustHYMB
<0.1% of the fund
Ishares TRIWY
<0.1% of the fund
IsharesEZU
<0.1% of the fund
Goldman Sachs ETF TRGSIE
<0.1% of the fund
General DynamicsGD
<0.1% of the fund
Spdr Series TrustSPYV
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
Hyatt HotelsH
<0.1% of the fund
Sunbelt Rentals HoldingsSUNB
<0.1% of the fund
Spdr Series TrustSPYG
<0.1% of the fund
NXP SemiconductorsNXPI
<0.1% of the fund
IsharesIEMG
<0.1% of the fund
Sony GroupSONY
<0.1% of the fund
Ishares TRDGRO
<0.1% of the fund
Ishares TROEF
<0.1% of the fund
Vanguard World FDESGV
<0.1% of the fund

Added

Bought more of a stock they already held.

MicrosoftMSFT
3.7% of the fund
+7%
Vanguard Intl Equity Index FVPL
2.9% of the fund
+6%
VisaV
2.7% of the fund
+2%
Vanguard World FDVDE
2.7% of the fund
+4%
StrykerSYK
2.4% of the fund
+2%
Booking HoldingsBKNG
2.3% of the fund
+5%
American Centy ETF TRAVEM
2.3% of the fund
+13%
Global X FDSURA
2.2% of the fund
+4%
Taiwan Semiconductor ManufacturingTSM
2.0% of the fund
+28%
Automatic Data ProcessingADP
1.8% of the fund
+2%
Vanguard Index FDSVO
1.8% of the fund
+20%
IntuitINTU
1.6% of the fund
+24%
RelxRELX
1.3% of the fund
+54%
Berkshire HathawayBRK-B
1.3% of the fund
+17%
Johnson & JohnsonJNJ
1.1% of the fund
+3%
Meta PlatformsMETA
0.8% of the fund
+3%
ChubbCB
0.7% of the fund
+3%
State STR Spdr S&P 500 ETF TSPY
0.6% of the fund
+12%
Intuitive SurgicalISRG
0.6% of the fund
+4%
McDonald'sMCD
0.6% of the fund
+2%
DiageoDEO
0.5% of the fund
+3%
Ishares TRIVV
0.5% of the fund
+6%
Rio TintoRIO
0.4% of the fund
+6%
Mondelez InternationalMDLZ
0.4% of the fund
+10%
Eli LillyLLY
0.3% of the fund
+15%

Cut

Sold some of their stake.

Spdr Gold TRGLD
6.5% of the fund
-11%
Vanguard Intl Equity Index FVT
5.3% of the fund
-4%
AlphabetGOOGL
3.2% of the fund
-3%
Etfs Gold TRSGOL
2.0% of the fund
-10%
Walt DisneyDIS
1.8% of the fund
-16%
CME GroupCME
1.7% of the fund
-3%
Ishares Gold TRIAU
1.7% of the fund
-7%
AutozoneAZO
1.6% of the fund
-3%
ASML Holding NVASML
0.7% of the fund
-4%
Novo Nordisk A SNVO
0.3% of the fund
-69%
PPG IndustriesPPG
0.3% of the fund
-69%
Procter & GamblePG
<0.1% of the fund
-89%
Schwab Strategic TRSCHA
<0.1% of the fund
-3%
IsharesEPP
<0.1% of the fund
-11%
PepsiCoPEP
<0.1% of the fund
-90%
PayPal HoldingsPYPL
<0.1% of the fund
-95%
Goldman Sachs GroupGS
<0.1% of the fund
-94%
Vanguard Intl Equity Index FVGK
<0.1% of the fund
-79%
Colgate-PalmoliveCL
<0.1% of the fund
-95%
Thermo Fisher ScientificTMO
<0.1% of the fund
-93%
AdobeADBE
<0.1% of the fund
-29%
Ishares TREWU
<0.1% of the fund
-76%
Abbott LaboratoriesABT
<0.1% of the fund
-11%

Sold out

Sold their entire stake.

IsharesEWG
-100%
AstrazenecaAZN
-100%
QualcommQCOM
-100%
Magnum Ice CreamMICC
-100%

Holdings

Spdr Gold TRGLD
Share
6.5%
Value
$26m
Shares
61,557
-11%
Vanguard Intl Equity Index FVT
Share
5.3%
Value
$22m
Shares
155,886
-4%
Vaneck ETF TrustGDX
Share
4.2%
Value
$17m
Shares
185,577
Held
MicrosoftMSFT
Share
3.7%
Value
$15m
Shares
40,254
+7%
AlphabetGOOGL
Share
3.2%
Value
$13m
Shares
45,081
-3%
Vanguard Intl Equity Index FVPL
Share
2.9%
Value
$12m
Shares
121,019
+6%
Amazon.comAMZN
Share
2.9%
Value
$12m
Shares
55,636
Held
VisaV
Share
2.7%
Value
$11m
Shares
36,535
+2%
Vanguard World FDVDE
Share
2.7%
Value
$11m
Shares
63,454
+4%
AppleAAPL
Share
2.5%
Value
$10m
Shares
39,793
Held
StrykerSYK
Share
2.4%
Value
$10m
Shares
29,373
+2%
Booking HoldingsBKNG
Share
2.3%
Value
$9m
Shares
2,227
+5%
American Centy ETF TRAVEM
Share
2.3%
Value
$9m
Shares
114,201
+13%
Litman Gregory FDS TRDBMF
Share
2.2%
Value
$9m
Shares
297,096
Held
Global X FDSURA
Share
2.2%
Value
$9m
Shares
181,592
+4%
Etfs Gold TRSGOL
Share
2.0%
Value
$8m
Shares
181,793
-10%
Taiwan Semiconductor ManufacturingTSM
Share
2.0%
Value
$8m
Shares
23,550
+28%
MastercardMA
Share
1.9%
Value
$8m
Shares
15,676
Held
Automatic Data ProcessingADP
Share
1.8%
Value
$7m
Shares
36,278
+2%
Vanguard Index FDSVO
Share
1.8%
Value
$7m
Shares
25,662
+20%
WatersWAT
Share
1.8%
Value
$7m
Shares
24,518
Held
Walt DisneyDIS
Share
1.8%
Value
$7m
Shares
73,761
-16%
CME GroupCME
Share
1.7%
Value
$7m
Shares
23,430
-3%
Ishares Gold TRIAU
Share
1.7%
Value
$7m
Shares
75,984
-7%
IntuitINTU
Share
1.6%
Value
$7m
Shares
15,302
+24%
Vanguard Index FDSVOO
Share
1.6%
Value
$7m
Shares
10,968
Held
AutozoneAZO
Share
1.6%
Value
$6m
Shares
1,868
-3%
ZoetisZTS
Share
1.5%
Value
$6m
Shares
50,716
Held
RelxRELX
Share
1.3%
Value
$5m
Shares
157,612
+54%
IsharesURTH
Share
1.3%
Value
$5m
Shares
28,829
Held
UnileverUL
Share
1.3%
Value
$5m
Shares
90,070
Held
Berkshire HathawayBRK-B
Share
1.3%
Value
$5m
Shares
10,628
+17%
AccentureACN
Share
1.2%
Value
$5m
Shares
24,767
Held
Invesco Exch Traded FD TR IICQQQ
Share
1.2%
Value
$5m
Shares
105,744
New
Johnson & JohnsonJNJ
Share
1.1%
Value
$4m
Shares
17,630
+3%
AstrazenecaAZN
Share
1.0%
Value
$4m
Shares
20,317
New
NvidiaNVDA
Share
0.9%
Value
$4m
Shares
21,638
Held
Meta PlatformsMETA
Share
0.8%
Value
$3m
Shares
5,783
+3%
Arista NetworksANET
Share
0.8%
Value
$3m
Shares
25,882
Held
Ishares TRIWV
Share
0.7%
Value
$3m
Shares
8,094
Held
ChubbCB
Share
0.7%
Value
$3m
Shares
8,628
+3%
ASML Holding NVASML
Share
0.7%
Value
$3m
Shares
2,105
-4%
FerrariRACE
Share
0.6%
Value
$3m
Shares
7,468
New
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$2m
Shares
3,824
+12%
Intuitive SurgicalISRG
Share
0.6%
Value
$2m
Shares
4,942
+4%
McDonald'sMCD
Share
0.6%
Value
$2m
Shares
7,248
+2%
Ishares TRACWI
Share
0.5%
Value
$2m
Shares
15,306
Held
DiageoDEO
Share
0.5%
Value
$2m
Shares
26,725
+3%
Ishares TRIVV
Share
0.5%
Value
$2m
Shares
2,892
+6%
Ishares TRIWM
Share
0.4%
Value
$2m
Shares
7,359
Held
Rio TintoRIO
Share
0.4%
Value
$2m
Shares
18,201
+6%
Graham HoldingsGHC
Share
0.4%
Value
$2m
Shares
1,563
Held
Mondelez InternationalMDLZ
Share
0.4%
Value
$2m
Shares
28,621
+10%
Abrdn Silver ETF TrustSIVR
Share
0.4%
Value
$2m
Shares
22,711
New
Micron TechnologyMU
Share
0.3%
Value
$1m
Shares
4,123
Held
Novo Nordisk A SNVO
Share
0.3%
Value
$1m
Shares
36,443
-69%
Eli LillyLLY
Share
0.3%
Value
$1m
Shares
1,441
+15%
Ishares TRSHY
Share
0.3%
Value
$1m
Shares
15,787
Held
PPG IndustriesPPG
Share
0.3%
Value
$1m
Shares
10,629
-69%
Motorola SolutionsMSI
Share
0.3%
Value
$1m
Shares
2,425
New
Ishares TRIEF
Share
0.3%
Value
$1m
Shares
11,005
Held
AlphabetGOOG
Share
0.2%
Value
$931,434
Shares
3,247
Held
Ishares TRSTIP
Share
0.2%
Value
$911,735
Shares
8,815
Held
Bank of AmericaBAC
Share
0.2%
Value
$863,411
Shares
17,711
Held
Vanguard Index FDSVTI
Share
0.2%
Value
$817,745
Shares
2,549
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$808,600
Shares
4,766
+2%
Cisco SystemsCSCO
Share
0.2%
Value
$782,961
Shares
10,091
Held
Spdr Series TrustSDY
Share
0.2%
Value
$759,472
Shares
5,204
Held
Vanguard BD Index FDSBND
Share
0.2%
Value
$701,452
Shares
9,525
Held
Franco NevadaFNV
Share
0.2%
Value
$667,508
Shares
2,700
Held
CortevaCTVA
Share
0.2%
Value
$642,223
Shares
7,672
Held
Ishares TRIWF
Share
0.2%
Value
$640,453
Shares
1,502
+121%
Coca-ColaKO
Share
0.1%
Value
$605,890
Shares
7,967
+8%
Ishares TRIWD
Share
0.1%
Value
$557,038
Shares
2,607
+249%
Wheaton Precious MetalsWPM
Share
0.1%
Value
$550,767
Shares
4,200
Held
Sanofi SASNY
Share
0.1%
Value
$501,747
Shares
10,414
+11%
Spdr Series TrustSHM
Share
0.1%
Value
$482,413
Shares
10,086
New
Palantir TechnologiesPLTR
Share
0.1%
Value
$451,128
Shares
3,084
New
Ishares TRHDV
Share
0.1%
Value
$448,419
Shares
3,304
Held
Ishares TRTIP
Share
0.1%
Value
$428,418
Shares
3,882
Held
NextEra EnergyNEE
Share
<0.1%
Value
$404,214
Shares
4,352
Held
MatsonMATX
Share
<0.1%
Value
$377,062
Shares
2,300
Held
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$372,026
Shares
6,883
Held
AbbVieABBV
Share
<0.1%
Value
$350,376
Shares
1,611
Held
IsharesEWJ
Share
<0.1%
Value
$342,742
Shares
4,059
+8%
White Mountains Insurance GroupWTM
Share
<0.1%
Value
$338,332
Shares
154
Held
First TR Exchange-Traded FDSKYY
Share
<0.1%
Value
$320,753
Shares
2,933
Held
Vanguard Specialized FundsVIG
Share
<0.1%
Value
$320,439
Shares
1,490
+51%
First TR Exchange-Traded FDFDN
Share
<0.1%
Value
$311,260
Shares
1,330
Held
RTXRTX
Share
<0.1%
Value
$299,574
Shares
1,553
Held
Vanguard Admiral FDSVOOG
Share
<0.1%
Value
$293,537
Shares
720
Held
Procter & GamblePG
Share
<0.1%
Value
$275,736
Shares
1,909
-89%
Vanguard Index FDSVB
Share
<0.1%
Value
$274,230
Shares
1,047
New
Ishares TRIYW
Share
<0.1%
Value
$262,696
Shares
1,448
Held
Schwab Strategic TRSCHA
Share
<0.1%
Value
$249,099
Shares
8,566
-3%
Trip COM GroupTCOM
Share
<0.1%
Value
$244,568
Shares
4,912
Held
Vanguard Scottsdale FDSVONG
Share
<0.1%
Value
$244,170
Shares
2,226
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$236,799
Shares
805
Held
IsharesEPP
Share
<0.1%
Value
$235,995
Shares
4,441
-11%
First TR Exchange-Traded FDCIBR
Share
<0.1%
Value
$235,551
Shares
3,758
Held

Company	Share of fund	Value	Shares	Change
Spdr Gold TRGLD	6.5%	$26m	61,557	-11%
Vanguard Intl Equity Index FVT	5.3%	$22m	155,886	-4%
Vaneck ETF TrustGDX	4.2%	$17m	185,577	Held
MicrosoftMSFT	3.7%	$15m	40,254	+7%
AlphabetGOOGL	3.2%	$13m	45,081	-3%
Vanguard Intl Equity Index FVPL	2.9%	$12m	121,019	+6%
Amazon.comAMZN	2.9%	$12m	55,636	Held
VisaV	2.7%	$11m	36,535	+2%
Vanguard World FDVDE	2.7%	$11m	63,454	+4%
AppleAAPL	2.5%	$10m	39,793	Held
StrykerSYK	2.4%	$10m	29,373	+2%
Booking HoldingsBKNG	2.3%	$9m	2,227	+5%
American Centy ETF TRAVEM	2.3%	$9m	114,201	+13%
Litman Gregory FDS TRDBMF	2.2%	$9m	297,096	Held
Global X FDSURA	2.2%	$9m	181,592	+4%
Etfs Gold TRSGOL	2.0%	$8m	181,793	-10%
Taiwan Semiconductor ManufacturingTSM	2.0%	$8m	23,550	+28%
MastercardMA	1.9%	$8m	15,676	Held
Automatic Data ProcessingADP	1.8%	$7m	36,278	+2%
Vanguard Index FDSVO	1.8%	$7m	25,662	+20%
WatersWAT	1.8%	$7m	24,518	Held
Walt DisneyDIS	1.8%	$7m	73,761	-16%
CME GroupCME	1.7%	$7m	23,430	-3%
Ishares Gold TRIAU	1.7%	$7m	75,984	-7%
IntuitINTU	1.6%	$7m	15,302	+24%
Vanguard Index FDSVOO	1.6%	$7m	10,968	Held
AutozoneAZO	1.6%	$6m	1,868	-3%
ZoetisZTS	1.5%	$6m	50,716	Held
RelxRELX	1.3%	$5m	157,612	+54%
IsharesURTH	1.3%	$5m	28,829	Held
UnileverUL	1.3%	$5m	90,070	Held
Berkshire HathawayBRK-B	1.3%	$5m	10,628	+17%
AccentureACN	1.2%	$5m	24,767	Held
Invesco Exch Traded FD TR IICQQQ	1.2%	$5m	105,744	New
Johnson & JohnsonJNJ	1.1%	$4m	17,630	+3%
AstrazenecaAZN	1.0%	$4m	20,317	New
NvidiaNVDA	0.9%	$4m	21,638	Held
Meta PlatformsMETA	0.8%	$3m	5,783	+3%
Arista NetworksANET	0.8%	$3m	25,882	Held
Ishares TRIWV	0.7%	$3m	8,094	Held
ChubbCB	0.7%	$3m	8,628	+3%
ASML Holding NVASML	0.7%	$3m	2,105	-4%
FerrariRACE	0.6%	$3m	7,468	New
State STR Spdr S&P 500 ETF TSPY	0.6%	$2m	3,824	+12%
Intuitive SurgicalISRG	0.6%	$2m	4,942	+4%
McDonald'sMCD	0.6%	$2m	7,248	+2%
Ishares TRACWI	0.5%	$2m	15,306	Held
DiageoDEO	0.5%	$2m	26,725	+3%
Ishares TRIVV	0.5%	$2m	2,892	+6%
Ishares TRIWM	0.4%	$2m	7,359	Held
Rio TintoRIO	0.4%	$2m	18,201	+6%
Graham HoldingsGHC	0.4%	$2m	1,563	Held
Mondelez InternationalMDLZ	0.4%	$2m	28,621	+10%
Abrdn Silver ETF TrustSIVR	0.4%	$2m	22,711	New
Micron TechnologyMU	0.3%	$1m	4,123	Held
Novo Nordisk A SNVO	0.3%	$1m	36,443	-69%
Eli LillyLLY	0.3%	$1m	1,441	+15%
Ishares TRSHY	0.3%	$1m	15,787	Held
PPG IndustriesPPG	0.3%	$1m	10,629	-69%
Motorola SolutionsMSI	0.3%	$1m	2,425	New
Ishares TRIEF	0.3%	$1m	11,005	Held
AlphabetGOOG	0.2%	$931,434	3,247	Held
Ishares TRSTIP	0.2%	$911,735	8,815	Held
Bank of AmericaBAC	0.2%	$863,411	17,711	Held
Vanguard Index FDSVTI	0.2%	$817,745	2,549	Held
ExxonMobil HoldingsXOM	0.2%	$808,600	4,766	+2%
Cisco SystemsCSCO	0.2%	$782,961	10,091	Held
Spdr Series TrustSDY	0.2%	$759,472	5,204	Held
Vanguard BD Index FDSBND	0.2%	$701,452	9,525	Held
Franco NevadaFNV	0.2%	$667,508	2,700	Held
CortevaCTVA	0.2%	$642,223	7,672	Held
Ishares TRIWF	0.2%	$640,453	1,502	+121%
Coca-ColaKO	0.1%	$605,890	7,967	+8%
Ishares TRIWD	0.1%	$557,038	2,607	+249%
Wheaton Precious MetalsWPM	0.1%	$550,767	4,200	Held
Sanofi SASNY	0.1%	$501,747	10,414	+11%
Spdr Series TrustSHM	0.1%	$482,413	10,086	New
Palantir TechnologiesPLTR	0.1%	$451,128	3,084	New
Ishares TRHDV	0.1%	$448,419	3,304	Held
Ishares TRTIP	0.1%	$428,418	3,882	Held
NextEra EnergyNEE	<0.1%	$404,214	4,352	Held
MatsonMATX	<0.1%	$377,062	2,300	Held
Vanguard Intl Equity Index FVWO	<0.1%	$372,026	6,883	Held
AbbVieABBV	<0.1%	$350,376	1,611	Held
IsharesEWJ	<0.1%	$342,742	4,059	+8%
White Mountains Insurance GroupWTM	<0.1%	$338,332	154	Held
First TR Exchange-Traded FDSKYY	<0.1%	$320,753	2,933	Held
Vanguard Specialized FundsVIG	<0.1%	$320,439	1,490	+51%
First TR Exchange-Traded FDFDN	<0.1%	$311,260	1,330	Held
RTXRTX	<0.1%	$299,574	1,553	Held
Vanguard Admiral FDSVOOG	<0.1%	$293,537	720	Held
Procter & GamblePG	<0.1%	$275,736	1,909	-89%
Vanguard Index FDSVB	<0.1%	$274,230	1,047	New
Ishares TRIYW	<0.1%	$262,696	1,448	Held
Schwab Strategic TRSCHA	<0.1%	$249,099	8,566	-3%
Trip COM GroupTCOM	<0.1%	$244,568	4,912	Held
Vanguard Scottsdale FDSVONG	<0.1%	$244,170	2,226	Held
JPMorgan ChaseJPM	<0.1%	$236,799	805	Held
IsharesEPP	<0.1%	$235,995	4,441	-11%
First TR Exchange-Traded FDCIBR	<0.1%	$235,551	3,758	Held

Showing the largest 100 of 308.

Over time and by industry

Value over time

Sep '25

Mar '26

Value is up 2.9% since 30 June 2025.

Where the money is

Technology14.0%

Health care9.1%

Financial services9.0%

Retail & consumer8.4%

Media & telecom6.1%

Industrials2.9%

Everyday goods1.3%

Materials1.3%

Energy0.2%

Utilities0.1%

Real estate0.0%

Other47.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.