Evelyn Partners Investment Management Services
London, X0files as Evelyn Partners Investment Management Services Ltd
$850m in 281 US stocks at the end of 31 March 2026. The top 10 are 45.1% of the money. It changed about 16.0% of the portfolio this quarter.
Value
$850m
Stocks
281
Top 10 share
45.1%
Turnover
16.0%
What changed this quarter
New
Bought for the first time this quarter.
- AstrazenecaAZN11.4% of the fund
- Arthur J. GallagherAJG0.7% of the fund
- Sunbelt Rentals HoldingsSUNB0.3% of the fund
- Invesco Exch Traded FD TR IICQQQ0.1% of the fund
- Abrdn Silver ETF TrustSIVR<0.1% of the fund
- Spotify TechnologySPOT<0.1% of the fund
- Motorola SolutionsMSI<0.1% of the fund
- Indivior PharmaceuticalsINDV<0.1% of the fund
- West Pharmaceutical ServicesWST<0.1% of the fund
- United RentalsURI<0.1% of the fund
- MckessonMCK<0.1% of the fund
- PultegroupPHM<0.1% of the fund
- HeicoHEI-A<0.1% of the fund
- Tetra TechTTEK<0.1% of the fund
- ARM HoldingsARM<0.1% of the fund
- Marriott InternationalMAR<0.1% of the fund
- American Water Works CompanyAWK<0.1% of the fund
- Ulta BeautyULTA<0.1% of the fund
- Diamondback EnergyFANG<0.1% of the fund
- Constellation EnergyCEG<0.1% of the fund
- MercadoLibreMELI<0.1% of the fund
- Verisk AnalyticsVRSK<0.1% of the fund
- Emerson ElectricEMR<0.1% of the fund
- Vulcan MaterialsVMC<0.1% of the fund
- Edwards LifesciencesEW<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL5.4% of the fund+2%
- MicrosoftMSFT5.1% of the fund+10%
- Amazon.comAMZN4.7% of the fund+7%
- NvidiaNVDA3.3% of the fund+16%
- Berkshire HathawayBRK-B3.1% of the fund+9%
- Johnson & JohnsonJNJ3.0% of the fund+5%
- ChubbCB2.7% of the fund+4%
- Meta PlatformsMETA2.3% of the fund+14%
- Booking HoldingsBKNG2.3% of the fund+5%
- AppleAAPL1.9% of the fund+17%
- MastercardMA1.6% of the fund+25%
- Wheaton Precious MetalsWPM1.6% of the fund+6%
- CRH PublicCRH1.5% of the fund+8%
- Intuitive SurgicalISRG1.3% of the fund+7%
- Franco NevadaFNV1.2% of the fund+7%
- JPMorgan ChaseJPM1.1% of the fund+39%
- Sprott Asset Management LPCEF1.1% of the fund+2%
- IntuitINTU1.0% of the fund+80%
- Eli LillyLLY1.0% of the fund+19%
- Coca-ColaKO0.8% of the fund+3%
- TJX CompaniesTJX0.8% of the fund+30%
- NasdaqNDAQ0.8% of the fund+18%
- AmphenolAPH0.7% of the fund+133%
- CME GroupCME0.6% of the fund+3%
- BroadcomAVGO0.6% of the fund+80%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM2.9% of the fund-19%
- Goldman Sachs GroupGS1.7% of the fund-33%
- McDonald'sMCD1.6% of the fund-16%
- Automatic Data ProcessingADP1.4% of the fund-3%
- Thermo Fisher ScientificTMO1.0% of the fund-38%
- Walt DisneyDIS1.0% of the fund-46%
- Mondelez InternationalMDLZ0.9% of the fund-11%
- ZoetisZTS0.7% of the fund-24%
- LindeLIN0.7% of the fund-17%
- Vanguard Intl Equity Index FVT0.6% of the fund-6%
- Lam ResearchLRCX0.6% of the fund-9%
- WatersWAT0.6% of the fund-3%
- AutozoneAZO0.6% of the fund-2%
- Vaneck ETF TrustGDX0.5% of the fund-3%
- Spdr Gold TRGLD0.5% of the fund-21%
- Litman Gregory FDS TRDBMF0.4% of the fund-6%
- Ferguson EnterprisesFERG0.4% of the fund-6%
- Smurfit WestrockSW0.4% of the fund-20%
- Agnico Eagle MinesAEM0.4% of the fund-5%
- Procter & GamblePG0.4% of the fund-27%
- Vanguard World FDVDE0.3% of the fund-3%
- NewmontNEM0.3% of the fund-6%
- Vanguard Intl Equity Index FVPL0.3% of the fund-3%
- Bank of AmericaBAC0.3% of the fund-3%
- Etfs Gold TRSGOL0.3% of the fund-18%
Sold out
Sold their entire stake.
- Vanguard Index FDSVTI-100%
- First TR Exch TRD Alphdx FDFKU-100%
- Indivior-100%
- StrategyMSTR-100%
- Novo Nordisk A SNVO-100%
- BlackstoneBX-100%
- Spdr Series TrustSDY-100%
- AstrazenecaAZN-100%
- Ishares TRTIP-100%
- Vizsla SilverVZLA-100%
- EnovisENOV-100%
Holdings
- Wheaton Precious MetalsWPM
- Share
- 1.6%
- Value
- $13m
- Shares
- 102,110
+6%
- Franco NevadaFNV
- Share
- 1.2%
- Value
- $11m
- Shares
- 42,546
+7%
- Sprott Asset Management LPCEF
- Share
- 1.1%
- Value
- $9m
- Shares
- 198,011
+2%
- Invesco QQQ TRQQQ
- Share
- 0.7%
- Value
- $6m
- Shares
- 10,000
Held
- Vanguard Intl Equity Index FVT
- Share
- 0.6%
- Value
- $5m
- Shares
- 39,602
-6%
- Vaneck ETF TrustGDX
- Share
- 0.5%
- Value
- $4m
- Shares
- 47,550
-3%
- Spdr Gold TRGLD
- Share
- 0.5%
- Value
- $4m
- Shares
- 9,780
-21%
- Litman Gregory FDS TRDBMF
- Share
- 0.4%
- Value
- $4m
- Shares
- 120,554
-6%
- Agnico Eagle MinesAEM
- Share
- 0.4%
- Value
- $3m
- Shares
- 15,625
-5%
- Vanguard World FDVDE
- Share
- 0.3%
- Value
- $3m
- Shares
- 15,389
-3%
- Vanguard Intl Equity Index FVPL
- Share
- 0.3%
- Value
- $3m
- Shares
- 26,025
-3%
- American Centy ETF TRAVEM
- Share
- 0.3%
- Value
- $2m
- Shares
- 29,325
Held
- Etfs Gold TRSGOL
- Share
- 0.3%
- Value
- $2m
- Shares
- 50,899
-18%
- Global X FDSURA
- Share
- 0.2%
- Value
- $2m
- Shares
- 34,423
+4%
- Barrick MiningB
- Share
- 0.2%
- Value
- $2m
- Shares
- 37,968
Held
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $1m
- Shares
- 5,109
+11%
- Invesco Exch Traded FD TR IICQQQ
- Share
- 0.1%
- Value
- $1m
- Shares
- 23,709
New
- Royal Bank of CanadaRY
- Share
- <0.1%
- Value
- $739,799
- Shares
- 4,578
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AstrazenecaAZN | 11.4% | $97m | 498,147 | New |
| AlphabetGOOGL | 5.4% | $46m | 160,848 | +2% |
| MicrosoftMSFT | 5.1% | $44m | 117,766 | +10% |
| Amazon.comAMZN | 4.7% | $40m | 193,160 | +7% |
| VisaV | 3.4% | $29m | 96,281 | Held |
| NvidiaNVDA | 3.3% | $28m | 161,309 | +16% |
| Berkshire HathawayBRK-B | 3.1% | $26m | 54,266 | +9% |
| Johnson & JohnsonJNJ | 3.0% | $25m | 103,098 | +5% |
| Taiwan Semiconductor ManufacturingTSM | 2.9% | $25m | 74,109 | -19% |
| StrykerSYK | 2.7% | $23m | 70,182 | Held |
| ChubbCB | 2.7% | $23m | 70,285 | +4% |
| Meta PlatformsMETA | 2.3% | $20m | 34,145 | +14% |
| Booking HoldingsBKNG | 2.3% | $19m | 4,620 | +5% |
| AppleAAPL | 1.9% | $16m | 64,657 | +17% |
| Goldman Sachs GroupGS | 1.7% | $14m | 16,672 | -33% |
| McDonald'sMCD | 1.6% | $14m | 43,916 | -16% |
| MastercardMA | 1.6% | $13m | 26,864 | +25% |
| Wheaton Precious MetalsWPM | 1.6% | $13m | 102,110 | +6% |
| CRH PublicCRH | 1.5% | $13m | 120,667 | +8% |
| Automatic Data ProcessingADP | 1.4% | $12m | 58,379 | -3% |
| Intuitive SurgicalISRG | 1.3% | $11m | 23,884 | +7% |
| Arista NetworksANET | 1.2% | $11m | 85,717 | Held |
| Franco NevadaFNV | 1.2% | $11m | 42,546 | +7% |
| JPMorgan ChaseJPM | 1.1% | $10m | 32,754 | +39% |
| Sprott Asset Management LPCEF | 1.1% | $9m | 198,011 | +2% |
| Thermo Fisher ScientificTMO | 1.0% | $9m | 18,071 | -38% |
| IntuitINTU | 1.0% | $9m | 20,031 | +80% |
| Eli LillyLLY | 1.0% | $8m | 8,949 | +19% |
| Walt DisneyDIS | 1.0% | $8m | 85,308 | -46% |
| Mondelez InternationalMDLZ | 0.9% | $8m | 136,948 | -11% |
| Coca-ColaKO | 0.8% | $7m | 91,443 | +3% |
| S&P GlobalSPGI | 0.8% | $7m | 15,919 | Held |
| TJX CompaniesTJX | 0.8% | $7m | 42,268 | +30% |
| NasdaqNDAQ | 0.8% | $7m | 77,843 | +18% |
| ZoetisZTS | 0.7% | $6m | 51,178 | -24% |
| Arthur J. GallagherAJG | 0.7% | $6m | 27,000 | New |
| LindeLIN | 0.7% | $6m | 11,776 | -17% |
| Invesco QQQ TRQQQ | 0.7% | $6m | 10,000 | Held |
| AmphenolAPH | 0.7% | $6m | 45,599 | +133% |
| Vanguard Intl Equity Index FVT | 0.6% | $5m | 39,602 | -6% |
| Lam ResearchLRCX | 0.6% | $5m | 24,941 | -9% |
| CME GroupCME | 0.6% | $5m | 17,910 | +3% |
| WatersWAT | 0.6% | $5m | 16,715 | -3% |
| AutozoneAZO | 0.6% | $5m | 1,471 | -2% |
| BroadcomAVGO | 0.6% | $5m | 15,630 | +80% |
| AccentureACN | 0.6% | $5m | 24,081 | Held |
| IdexIEX | 0.5% | $4m | 23,574 | Held |
| Vaneck ETF TrustGDX | 0.5% | $4m | 47,550 | -3% |
| Spdr Gold TRGLD | 0.5% | $4m | 9,780 | -21% |
| McCormickMKC | 0.4% | $4m | 74,378 | Held |
| Litman Gregory FDS TRDBMF | 0.4% | $4m | 120,554 | -6% |
| Ferguson EnterprisesFERG | 0.4% | $3m | 13,851 | -6% |
| Smurfit WestrockSW | 0.4% | $3m | 79,727 | -20% |
| Agnico Eagle MinesAEM | 0.4% | $3m | 15,625 | -5% |
| Procter & GamblePG | 0.4% | $3m | 21,447 | -27% |
| WalmartWMT | 0.3% | $3m | 23,138 | +45% |
| NextEra EnergyNEE | 0.3% | $3m | 30,436 | +19% |
| NetflixNFLX | 0.3% | $3m | 29,074 | +147% |
| Sunbelt Rentals HoldingsSUNB | 0.3% | $3m | 41,594 | New |
| PrologisPLD | 0.3% | $3m | 20,339 | +2% |
| Vanguard World FDVDE | 0.3% | $3m | 15,389 | -3% |
| GE HealthCare TechnologiesGEHC | 0.3% | $3m | 36,768 | +163% |
| NewmontNEM | 0.3% | $3m | 24,059 | -6% |
| Vanguard Intl Equity Index FVPL | 0.3% | $3m | 26,025 | -3% |
| Bank of AmericaBAC | 0.3% | $2m | 49,281 | -3% |
| American Centy ETF TRAVEM | 0.3% | $2m | 29,325 | Held |
| Palo Alto NetworksPANW | 0.3% | $2m | 14,641 | +31% |
| TotalEnergies SETTE | 0.3% | $2m | 24,581 | +39% |
| Etfs Gold TRSGOL | 0.3% | $2m | 50,899 | -18% |
| Northrop GrummanNOC | 0.2% | $2m | 2,973 | Held |
| American TowerAMT | 0.2% | $2m | 11,020 | +13% |
| ExxonMobil HoldingsXOM | 0.2% | $2m | 10,767 | Held |
| General ElectricGE | 0.2% | $2m | 6,394 | +105% |
| UnitedHealth GroupUNH | 0.2% | $2m | 6,587 | +2% |
| PepsiCoPEP | 0.2% | $2m | 10,959 | -79% |
| Global X FDSURA | 0.2% | $2m | 34,423 | +4% |
| Barrick MiningB | 0.2% | $2m | 37,968 | Held |
| Roper TechnologiesROP | 0.2% | $2m | 4,378 | -60% |
| AlphabetGOOG | 0.2% | $2m | 5,307 | Held |
| Vanguard Index FDSVO | 0.2% | $1m | 5,109 | +11% |
| McCormickMKC-V | 0.2% | $1m | 28,911 | Held |
| EatonETN | 0.2% | $1m | 3,847 | +4% |
| FerrariRACE | 0.2% | $1m | 3,943 | +106% |
| ServiceNowNOW | 0.2% | $1m | 12,490 | +21% |
| Cadence Design SystemsCDNS | 0.1% | $1m | 4,341 | Held |
| Magnum Ice CreamMICC | 0.1% | $1m | 76,689 | -36% |
| Invesco Exch Traded FD TR IICQQQ | 0.1% | $1m | 23,709 | New |
| Micron TechnologyMU | 0.1% | $1m | 3,058 | Held |
| MsciMSCI | 0.1% | $1m | 1,907 | Held |
| PayPal HoldingsPYPL | 0.1% | $936,759 | 20,711 | -54% |
| Colgate-PalmoliveCL | 0.1% | $887,926 | 10,418 | -88% |
| BlackRockBLK | 0.1% | $872,271 | 907 | +7% |
| SLB LimitedSLB | 0.1% | $853,434 | 16,607 | -16% |
| DeereDE | <0.1% | $817,348 | 1,451 | -5% |
| Costco WholesaleCOST | <0.1% | $810,098 | 813 | -18% |
| Canadian Pacific Kansas CityCP | <0.1% | $793,417 | 10,086 | -34% |
| Royal Bank of CanadaRY | <0.1% | $739,799 | 4,578 | Held |
| Jones Lang LasalleJLL | <0.1% | $674,069 | 2,215 | Held |
| Texas InstrumentsTXN | <0.1% | $530,779 | 2,734 | -3% |
| AbbVieABBV | <0.1% | $524,151 | 2,410 | Held |
Showing the largest 100 of 281.
Over time and by industry
Value over time
Sep '25
Mar '26
Value is up 27.6% since 30 June 2025.
Where the money is
Health care22.5%
Technology19.6%
Financial services17.4%
Retail & consumer10.3%
Media & telecom9.3%
Materials6.5%
Everyday goods3.6%
Industrials3.5%
Energy0.7%
Real estate0.6%
Utilities0.3%
Other5.8%
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.