Evelyn Partners Investment Management LLP
CIK: 0002065206SEC EDGAR →
Portfolio Value
$3.6B
Holdings
413
As of
Q4 2025
New Positions
153
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 672,530 | $325.0M | 8.98% |
| 2 | ALPHABET INC | 925,561 | $289.0M | 7.99% |
| 3 | AMAZON COM INC | 1,219,180 | $281.0M | 7.76% |
| 4 | NVIDIA CORPORATION | 840,403 | $156.0M | 4.31% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 279,184 | $140.0M | 3.87% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 450,249 | $136.0M | 3.76% |
| 7 | CRH PLC | 1,035,861 | $129.0M | 3.56% |
| 8 | VISA INC | 362,056 | $126.0M | 3.48% |
| 9 | APPLE INC | 391,945 | $106.0M | 2.93% |
| 10 | STRYKER CORPORATION | 267,314 | $93.0M | 2.57% |
Quarterly Changes
Top Buys
New Positions (17)
$22.0M · 341K shares
$6.0M · 395K shares
$0 · 26 shares
$0 · 295 shares
$0 · 388 shares
$0 · 900 shares
$0 · 2K shares
$0 · 4K shares
$0 · 180 shares
$0 · 225 shares
$0 · 420 shares
$0 · 2K shares
$0 · 4K shares
$0 · 1K shares
$0 · 175 shares
$0 · 400 shares
$0 · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 57 | $814.0M | 23.2% |
| Consumer Cyclical | 29 | $640.0M | 18.2% |
| Financial Services | 102 | $588.0M | 16.8% |
| Communication Services | 18 | $433.0M | 12.3% |
| Healthcare | 49 | $380.0M | 10.8% |
| Unknown | 19 | $198.0M | 5.6% |
| Consumer Defensive | 24 | $140.0M | 4.0% |
| Basic Materials | 27 | $110.0M | 3.1% |
| Industrials | 56 | $104.0M | 3.0% |
| Energy | 21 | $53.0M | 1.5% |
| Utilities | 6 | $32.0M | 0.9% |
| Real Estate | 5 | $16.0M | 0.5% |