Evelyn Partners Investment Management LLP
London, X0
$3.7bn in 410 US stocks at the end of 31 March 2026. The top 10 are 50.4% of the money. It changed about 12.8% of the portfolio this quarter.
Value
$3.7bn
Stocks
410
Top 10 share
50.4%
Turnover
12.8%
What changed this quarter
New
Bought for the first time this quarter.
- AstrazenecaAZN8.8% of the fund
- Sunbelt Rentals HoldingsSUNB0.8% of the fund
- EOG ResourcesEOG0.1% of the fund
- Motorola SolutionsMSI<0.1% of the fund
- Indivior PharmaceuticalsINDV<0.1% of the fund
- Evolv Technologies HoldingsEVLV<0.1% of the fund
- DauchDCH<0.1% of the fund
- Sprott Asset Management LPPSLV<0.1% of the fund
- Beazer Homes USABZH<0.1% of the fund
- CloudflareNET<0.1% of the fund
- Versant Media GroupVSNT<0.1% of the fund
- Palantir TechnologiesPLTR<0.1% of the fund
- Trane TechnologiesTT<0.1% of the fund
- Caledonia MiningCMCL<0.1% of the fund
- RokuROKU<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT7.1% of the fund+5%
- NvidiaNVDA4.1% of the fund+3%
- AppleAAPL2.8% of the fund+5%
- JPMorgan ChaseJPM2.3% of the fund+6%
- Coca-ColaKO2.1% of the fund+2%
- Meta PlatformsMETA1.9% of the fund+12%
- Thermo Fisher ScientificTMO1.5% of the fund+5%
- NextEra EnergyNEE1.2% of the fund+14%
- IdexIEX1.1% of the fund+11%
- AutozoneAZO1.0% of the fund+8%
- Bank of AmericaBAC0.9% of the fund+8%
- TotalEnergies SETTE0.9% of the fund+3%
- Intuitive SurgicalISRG0.8% of the fund+17%
- Freeport-McMoRanFCX0.6% of the fund+13%
- NetflixNFLX0.5% of the fund+10%
- AmphenolAPH0.5% of the fund+43%
- BroadcomAVGO0.5% of the fund+118%
- IntuitINTU0.4% of the fund+48%
- ExxonMobil HoldingsXOM0.4% of the fund+38%
- Cisco SystemsCSCO0.3% of the fund+7%
- Costco WholesaleCOST0.3% of the fund+3%
- Boston ScientificBSX0.3% of the fund+19%
- Palo Alto NetworksPANW0.2% of the fund+15%
- Eli LillyLLY0.2% of the fund+39%
- BoeingBA<0.1% of the fund+88%
Cut
Sold some of their stake.
- AlphabetGOOGL7.0% of the fund-3%
- Taiwan Semiconductor ManufacturingTSM4.0% of the fund-3%
- VisaV2.9% of the fund-3%
- CRH PublicCRH2.9% of the fund-3%
- Booking HoldingsBKNG1.7% of the fund-9%
- AlphabetGOOG1.0% of the fund-3%
- Goldman Sachs GroupGS0.9% of the fund-5%
- MastercardMA0.9% of the fund-10%
- TJX CompaniesTJX0.8% of the fund-4%
- WalmartWMT0.8% of the fund-6%
- ZoetisZTS0.7% of the fund-24%
- UnitedHealth GroupUNH0.7% of the fund-43%
- Agnico Eagle MinesAEM0.7% of the fund-4%
- Smurfit WestrockSW0.7% of the fund-13%
- ChevronCVX0.6% of the fund-3%
- NewmontNEM0.5% of the fund-4%
- DanaherDHR0.5% of the fund-18%
- McDonald'sMCD0.5% of the fund-7%
- Procter & GamblePG0.4% of the fund-14%
- FerrariRACE0.4% of the fund-30%
- BlackstoneBX0.4% of the fund-17%
- Walt DisneyDIS0.3% of the fund-3%
- GE HealthCare TechnologiesGEHC0.3% of the fund-38%
- Interactive Brokers GroupIBKR0.3% of the fund-9%
- EatonETN0.2% of the fund-4%
Sold out
Sold their entire stake.
- Lowe's CompaniesLOW-100%
- AstrazenecaAZN-100%
- Indivior-100%
- General MotorsGM-100%
- Vanguard Scottsdale FDSVGIT-100%
- SS&C Technologies HoldingsSSNC-100%
- Smith A OAOS-100%
- Ares ManagementARES-100%
- United RentalsURI-100%
- DropboxDBX-100%
- Rogers CommunicationsRCI-100%
- LittelfuseLFUS-100%
- AirbnbABNB-100%
- Arcutis BiotherapeuticsARQT-100%
- UbiquitiUI-100%
- Skyworks SolutionsSWKS-100%
- Gen DigitalGEN-100%
- Beyond MeatBYND-100%
Holdings
- Sprott Asset Management LPCEF
- Share
- 1.0%
- Value
- $38m
- Shares
- 797,590
Held
- Agnico Eagle MinesAEM
- Share
- 0.7%
- Value
- $26m
- Shares
- 126,725
-4%
- Wheaton Precious MetalsWPM
- Share
- 0.2%
- Value
- $9m
- Shares
- 65,672
-4%
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $7m
- Shares
- 16,893
-3%
- Royal Bank of CanadaRY
- Share
- 0.1%
- Value
- $5m
- Shares
- 32,604
Held
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $4m
- Shares
- 6,435
Held
- Toronto Dominion BankTD
- Share
- <0.1%
- Value
- $3m
- Shares
- 34,014
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $2m
- Shares
- 3,559
Held
- IsharesURTH
- Share
- <0.1%
- Value
- $2m
- Shares
- 11,534
+14%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AstrazenecaAZN | 8.8% | $325m | 1,675,125 | New |
| MicrosoftMSFT | 7.1% | $260m | 703,648 | +5% |
| Amazon.comAMZN | 7.0% | $259m | 1,242,299 | Held |
| AlphabetGOOGL | 7.0% | $258m | 897,350 | -3% |
| NvidiaNVDA | 4.1% | $151m | 866,383 | +3% |
| Taiwan Semiconductor ManufacturingTSM | 4.0% | $148m | 438,201 | -3% |
| Berkshire HathawayBRK-B | 3.7% | $135m | 281,451 | Held |
| VisaV | 2.9% | $106m | 351,875 | -3% |
| CRH PublicCRH | 2.9% | $106m | 1,008,537 | -3% |
| AppleAAPL | 2.8% | $104m | 410,438 | +5% |
| StrykerSYK | 2.4% | $87m | 265,451 | Held |
| ChubbCB | 2.4% | $87m | 265,802 | Held |
| JPMorgan ChaseJPM | 2.3% | $84m | 286,422 | +6% |
| Coca-ColaKO | 2.1% | $76m | 993,773 | +2% |
| Meta PlatformsMETA | 1.9% | $69m | 120,243 | +12% |
| Booking HoldingsBKNG | 1.7% | $61m | 14,513 | -9% |
| Thermo Fisher ScientificTMO | 1.5% | $54m | 109,140 | +5% |
| LindeLIN | 1.2% | $44m | 89,609 | Held |
| NextEra EnergyNEE | 1.2% | $43m | 463,794 | +14% |
| IdexIEX | 1.1% | $39m | 205,291 | +11% |
| AlphabetGOOG | 1.0% | $38m | 133,490 | -3% |
| AutozoneAZO | 1.0% | $38m | 11,290 | +8% |
| Sprott Asset Management LPCEF | 1.0% | $38m | 797,590 | Held |
| NasdaqNDAQ | 1.0% | $36m | 428,067 | Held |
| Bank of AmericaBAC | 0.9% | $34m | 691,958 | +8% |
| S&P GlobalSPGI | 0.9% | $34m | 78,907 | Held |
| Goldman Sachs GroupGS | 0.9% | $33m | 39,470 | -5% |
| Johnson & JohnsonJNJ | 0.9% | $33m | 135,066 | Held |
| TotalEnergies SETTE | 0.9% | $33m | 350,023 | +3% |
| MastercardMA | 0.9% | $32m | 64,591 | -10% |
| TJX CompaniesTJX | 0.8% | $31m | 191,584 | -4% |
| Sunbelt Rentals HoldingsSUNB | 0.8% | $29m | 444,828 | New |
| Intuitive SurgicalISRG | 0.8% | $29m | 62,473 | +17% |
| WalmartWMT | 0.8% | $28m | 222,464 | -6% |
| ZoetisZTS | 0.7% | $27m | 231,709 | -24% |
| UnitedHealth GroupUNH | 0.7% | $26m | 95,509 | -43% |
| Agnico Eagle MinesAEM | 0.7% | $26m | 126,725 | -4% |
| Smurfit WestrockSW | 0.7% | $24m | 603,376 | -13% |
| Freeport-McMoRanFCX | 0.6% | $23m | 395,226 | +13% |
| ChevronCVX | 0.6% | $21m | 100,111 | -3% |
| NetflixNFLX | 0.5% | $20m | 207,610 | +10% |
| NewmontNEM | 0.5% | $19m | 178,759 | -4% |
| AmphenolAPH | 0.5% | $19m | 150,010 | +43% |
| DanaherDHR | 0.5% | $19m | 99,678 | -18% |
| BroadcomAVGO | 0.5% | $19m | 59,969 | +118% |
| McDonald'sMCD | 0.5% | $18m | 58,788 | -7% |
| IntuitINTU | 0.4% | $16m | 37,843 | +48% |
| ExxonMobil HoldingsXOM | 0.4% | $16m | 95,705 | +38% |
| Procter & GamblePG | 0.4% | $16m | 110,666 | -14% |
| FerrariRACE | 0.4% | $16m | 46,583 | -30% |
| Markel GroupMKL | 0.4% | $15m | 7,772 | Held |
| BlackstoneBX | 0.4% | $15m | 126,850 | -17% |
| Cisco SystemsCSCO | 0.3% | $13m | 161,461 | +7% |
| Ferguson EnterprisesFERG | 0.3% | $11m | 48,678 | Held |
| Costco WholesaleCOST | 0.3% | $11m | 11,277 | +3% |
| Walt DisneyDIS | 0.3% | $11m | 111,068 | -3% |
| DeereDE | 0.3% | $11m | 18,992 | Held |
| Boston ScientificBSX | 0.3% | $11m | 168,771 | +19% |
| GE HealthCare TechnologiesGEHC | 0.3% | $10m | 147,330 | -38% |
| Interactive Brokers GroupIBKR | 0.3% | $10m | 148,042 | -9% |
| EatonETN | 0.2% | $9m | 25,058 | -4% |
| Wheaton Precious MetalsWPM | 0.2% | $9m | 65,672 | -4% |
| American Water Works CompanyAWK | 0.2% | $8m | 61,264 | Held |
| Palo Alto NetworksPANW | 0.2% | $8m | 48,651 | +15% |
| PrologisPLD | 0.2% | $8m | 58,665 | -3% |
| CME GroupCME | 0.2% | $7m | 25,372 | -7% |
| Spdr Gold TRGLD | 0.2% | $7m | 16,893 | -3% |
| Eli LillyLLY | 0.2% | $7m | 7,228 | +39% |
| Abbott LaboratoriesABT | 0.2% | $6m | 61,231 | -4% |
| Mondelez InternationalMDLZ | 0.2% | $6m | 103,654 | Held |
| Arista NetworksANET | 0.2% | $6m | 47,223 | -3% |
| PepsiCoPEP | 0.2% | $6m | 36,016 | -16% |
| American TowerAMT | 0.1% | $5m | 31,721 | -42% |
| Royal Bank of CanadaRY | 0.1% | $5m | 32,604 | Held |
| AccentureACN | 0.1% | $5m | 24,895 | -8% |
| Burford CapitalBUR | 0.1% | $5m | 1,051,903 | -43% |
| Verizon CommunicationsVZ | 0.1% | $5m | 91,029 | Held |
| L3harris TechnologiesLHX | 0.1% | $5m | 13,117 | -3% |
| SalesforceCRM | 0.1% | $5m | 24,115 | -4% |
| Roper TechnologiesROP | 0.1% | $5m | 12,717 | -78% |
| EOG ResourcesEOG | 0.1% | $4m | 30,864 | New |
| Williams CompaniesWMB | 0.1% | $4m | 60,414 | Held |
| SLB LimitedSLB | 0.1% | $4m | 82,629 | Held |
| Honeywell InternationalHON | 0.1% | $4m | 17,245 | -23% |
| Invesco QQQ TRQQQ | 0.1% | $4m | 6,435 | Held |
| BoeingBA | <0.1% | $3m | 16,347 | +88% |
| Sherwin-WilliamsSHW | <0.1% | $3m | 10,094 | Held |
| Toronto Dominion BankTD | <0.1% | $3m | 34,014 | Held |
| CaterpillarCAT | <0.1% | $3m | 4,179 | -3% |
| Martin Marietta MaterialsMLM | <0.1% | $3m | 4,744 | -9% |
| CitigroupC | <0.1% | $3m | 23,813 | -11% |
| Magnum Ice CreamMICC | <0.1% | $3m | 182,664 | -54% |
| MsciMSCI | <0.1% | $3m | 4,961 | -4% |
| Marsh & McLennan CompaniesMRSH | <0.1% | $3m | 14,966 | -14% |
| Cadence Design SystemsCDNS | <0.1% | $3m | 9,291 | -39% |
| Colgate-PalmoliveCL | <0.1% | $3m | 29,494 | -5% |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $2m | 3,559 | Held |
| TeslaTSLA | <0.1% | $2m | 6,075 | Held |
| International Business MachinesIBM | <0.1% | $2m | 8,809 | Held |
| IsharesURTH | <0.1% | $2m | 11,534 | +14% |
Showing the largest 100 of 410.
Over time and by industry
Value over time
Sep '25
Mar '26
Value is up 12.6% since 30 June 2025.
Where the money is
Technology21.9%
Financial services18.0%
Health care17.5%
Retail & consumer11.7%
Media & telecom10.9%
Materials7.1%
Everyday goods4.1%
Industrials2.8%
Energy2.3%
Utilities1.4%
Real estate0.4%
Other1.9%
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.