Evelyn Partners Investment Management LLP Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$2.2B

Holdings

261

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (261 positions)

StockValue
MSFTMICROSOFT CORP
$196.5M
AMZNAMAZON COM INC
$190.0M
GOOGLALPHABET INC
$156.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$117.7M
VVISA INC
$110.4M
AAPLAPPLE INC
$88.3M
UNHUNITEDHEALTH GROUP INC
$80.4M
NVDANVIDIA CORPORATION
$75.7M
SYKSTRYKER CORPORATION
$72.3M
TMOTHERMO FISHER SCIENTIFIC INC
$60.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$56.5M
ZTSZOETIS INC
$53.2M
JPMJPMORGAN CHASE & CO.
$52.9M
KOCOCA COLA CO
$46.9M
METAMETA PLATFORMS INC
$43.2M
BKNGBOOKING HOLDINGS INC
$42.8M
MCDMCDONALDS CORP
$34.6M
IEXIDEX CORP
$29.6M
MAMASTERCARD INCORPORATED
$29.4M
HXLHEXCEL CORP NEW
$27.4M
GSGOLDMAN SACHS GROUP INC
$27.0M
AZOAUTOZONE INC
$26.4M
DHRDANAHER CORPORATION
$24.9M
NEENEXTERA ENERGY INC
$22.7M
BACBANK AMERICA CORP
$21.6M
JNJJOHNSON & JOHNSON
$21.2M
NDAQNASDAQ INC
$21.2M
GOOGALPHABET INC
$20.2M
PGPROCTER AND GAMBLE CO
$20.2M
TJXTJX COS INC NEW
$18.7M
WMTWALMART INC
$18.1M
BXBLACKSTONE INC
$17.9M
SPGIS&P GLOBAL INC
$17.7M
AMTAMERICAN TOWER CORP NEW
$17.1M
PEPPEPSICO INC
$16.2M
CVXCHEVRON CORP NEW
$14.7M
FCXFREEPORT-MCMORAN INC
$14.0M
MKLMARKEL GROUP INC
$12.8M
DISDISNEY WALT CO
$12.8M
GEHCGE HEALTHCARE TECHNOLOGIES I
$11.5M
MDLZMONDELEZ INTL INC
$11.1M
NFLXNETFLIX INC
$11.0M
CDNSCADENCE DESIGN SYSTEM INC
$10.8M
ISRGINTUITIVE SURGICAL INC
$10.7M
COSTCOSTCO WHSL CORP NEW
$9.3M
DEDEERE & CO
$9.2M
AWCAMERICAN WTR WKS CO INC NEW
$8.8M
FERGFERGUSON ENTERPRISES INC
$8.7M
NEMNEWMONT CORP
$8.5M
INTUINTUIT
$8.4M
HONHONEYWELL INTL INC
$8.0M
CSCOCISCO SYS INC
$7.5M
XOMEXXON MOBIL CORP
$7.3M
ABTABBOTT LABS
$7.2M
PLDPROLOGIS INC.
$7.1M
ROPROPER TECHNOLOGIES INC
$7.0M
CMECME GROUP INC
$6.9M
CRMSALESFORCE INC
$6.3M
ADBEADOBE INC
$6.2M
PANWPALO ALTO NETWORKS INC
$5.8M
SLBSCHLUMBERGER LTD
$5.3M
MRSHMARSH & MCLENNAN COS INC
$4.7M
IBKRINTERACTIVE BROKERS GROUP IN
$4.2M
BACVERIZON COMMUNICATIONS INC
$4.1M
LLYELI LILLY & CO
$4.0M
BDXBECTON DICKINSON & CO
$3.6M
ANETARISTA NETWORKS INC
$3.5M
CLCOLGATE PALMOLIVE CO
$3.2M
MSCIMSCI INC
$3.2M
LHXL3HARRIS TECHNOLOGIES INC
$2.9M
BKBANK NEW YORK MELLON CORP
$2.9M
HRIHERC HLDGS INC
$2.9M
SHWSHERWIN WILLIAMS CO
$2.5M
MLMMARTIN MARIETTA MATLS INC
$2.5M
IBMINTERNATIONAL BUSINESS MACHS
$2.4M
TPLTEXAS PACIFIC LAND CORPORATI
$2.3M
CMGCHIPOTLE MEXICAN GRILL INC
$2.2M
CARRCARRIER GLOBAL CORPORATION
$2.1M
WMBWILLIAMS COS INC
$2.1M
CRWDCROWDSTRIKE HLDGS INC
$1.9M
LOWLOWES COS INC
$1.9M
DOVDOVER CORP
$1.8M
APDAIR PRODS & CHEMS INC
$1.8M
KEXKIRBY CORP
$1.8M
TSLATESLA INC
$1.7M
ADPAUTOMATIC DATA PROCESSING IN
$1.7M
JEFJEFFERIES FINL GROUP INC
$1.6M
NKENIKE INC
$1.5M
KDPKEURIG DR PEPPER INC
$1.5M
DWDMORGAN STANLEY
$1.5M
EDITEDITAS MEDICINE INC
$1.4M
TRVCCITIGROUP INC
$1.2M
AXPAMERICAN EXPRESS CO
$1.2M
PFEPFIZER INC
$1.2M
BLKBLACKROCK INC
$1.2M
PYPLPAYPAL HLDGS INC
$1.1M
ABBVABBVIE INC
$1.1M
TAT&T INC
$1.1M
ULUNILEVER PLC
$1.0M
CATCATERPILLAR INC
$991K
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