CIK 2065206
Evelyn Partners Investment Management LLP
Institutional 13F holdings & portfolio
Holdings
413
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 413
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 673K | $1M+ | SH |
| GOOGL | ALPHABET INC | 926K | $1M+ | SH |
| AMZN | AMAZON COM INC | 1.2M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 840K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 279K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 450K | $1M+ | SH |
| CRH | CRH PLC | 1.0M | $1M+ | SH |
| V | VISA INC | 362K | $1M+ | SH |
| AAPL | APPLE INC | 392K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 267K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 271K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 16K | $1M+ | SH |
| CB | CHUBB LIMITED | 265K | $1M+ | SH |
| META | META PLATFORMS INC | 107K | $1M+ | SH |
| KO | COCA COLA CO | 970K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 104K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 167K | $1M+ | SH |
| GOOG | ALPHABET INC | 138K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 80K | $1M+ | SH |
| NDAQ | NASDAQ INC | 430K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 72K | $1M+ | SH |
| LIN | LINDE PLC | 90K | $1M+ | SH |
| ZTS | ZOETIS INC | 303K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 812K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 42K | $1M+ | SH |
| AZO | AUTOZONE INC | 10K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 643K | $1M+ | SH |
| IEX | IDEX CORP | 185K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 406K | $1M+ | SH |
| TJX | TJX COS INC NEW | 199K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 54K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 138K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 122K | $1M+ | SH |
| SW | SMURFIT WESTROCK PLC | 691K | $1M+ | SH |
| WMT | WALMART INC | 237K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 57K | $1M+ | SH |
| RACE | FERRARI N V | 67K | $1M+ | SH |
| BX | BLACKSTONE INC | 153K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 131K | $1M+ | SH |
| TTE | TOTALENERGIES SE | 341K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 237K | $1M+ | SH |
| MCD | MCDONALDS CORP | 63K | $1M+ | SH |
| NEM | NEWMONT CORP | 187K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 128K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 350K | $1M+ | SH |
| NFLX | NETFLIX INC | 189K | $1M+ | SH |
| INTU | INTUIT | 26K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 8K | $1M+ | SH |
| BUR | BURFORD CAP LTD | 1.8M | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 104K | $1M+ | SH |