Evelyn Partners Investment Management Services Ltd
CIK: 0002065205SEC EDGAR →
Portfolio Value
$798.0M
Holdings
262
As of
Q4 2025
New Positions
81
Closed Positions
40
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 106,643 | $51.0M | 6.39% |
| 2 | ALPHABET INC | 156,936 | $49.0M | 6.14% |
| 3 | AMAZON COM INC | 180,519 | $41.0M | 5.14% |
| 4 | VISA INC | 97,209 | $34.0M | 4.26% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 91,821 | $27.0M | 3.38% |
| 6 | NVIDIA CORPORATION | 139,488 | $26.0M | 3.26% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 49,658 | $24.0M | 3.01% |
| 8 | STRYKER CORPORATION | 70,034 | $24.0M | 3.01% |
| 9 | BOOKING HOLDINGS INC | 4,390 | $23.0M | 2.88% |
| 10 | GOLDMAN SACHS GROUP INC | 24,954 | $21.0M | 2.63% |
Quarterly Changes
Top Buys
New Positions (30)
$2.0M · 29K shares
$1.0M · 5K shares
$1.0M · 119K shares
$1.0M · 38K shares
$1.0M · 18K shares
$1.0M · 29K shares
$0 · 313 shares
$0 · 2 shares
$0 · 72 shares
$0 · 276 shares
$0 · 825 shares
$0 · 448 shares
$0 · 128 shares
$0 · 317 shares
$0 · 1K shares
$0 · 114 shares
$0 · 727 shares
$0 · 712 shares
$0 · 10K shares
$0 · 362 shares
$0 · 530 shares
$0 · 776 shares
$0 · 425 shares
$0 · 341 shares
$0 · 1K shares
$0 · 2K shares
$0 · 2K shares
$0 · 975 shares
$0 · 735 shares
$0 · 200 shares
Closed Positions (45)
$2.1M · 34K shares
$1.6M · 11K shares
$233K · 18K shares
$219K · 232 shares
$161K · 81 shares
$159K · 900 shares
$84K · 1K shares
$80K · 400 shares
$52K · 400 shares
$51K · 200 shares
$50K · 875 shares
$45K · 1K shares
$44K · 330 shares
$35K · 300 shares
$33K · 500 shares
$28K · 330 shares
$28K · 500 shares
$27K · 350 shares
$23K · 250 shares
$20K · 1K shares
$20K · 400 shares
$19K · 750 shares
$19K · 694 shares
$19K · 600 shares
$14K · 102 shares
$10K · 200 shares
$9K · 104 shares
$9K · 1K shares
$8K · 750 shares
$7K · 57 shares
$4K · 195 shares
$4K · 285 shares
$2K · 450 shares
$2K · 14 shares
$2K · 21 shares
$2K · 27 shares
$2K · 40 shares
$863 · 533 shares
$841 · 4 shares
$840 · 50 shares
$785 · 38 shares
$671 · 45 shares
$398 · 25 shares
$169 · 16 shares
$89 · 14 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 33 | $157.0M | 21.4% |
| Financial Services | 66 | $145.0M | 19.8% |
| Consumer Cyclical | 21 | $104.0M | 14.2% |
| Healthcare | 27 | $97.0M | 13.2% |
| Communication Services | 13 | $87.0M | 11.9% |
| Unknown | 16 | $43.0M | 5.9% |
| Consumer Defensive | 15 | $34.0M | 4.6% |
| Basic Materials | 20 | $30.0M | 4.1% |
| Industrials | 33 | $29.0M | 4.0% |
| Real Estate | 3 | $3.0M | 0.4% |
| Utilities | 2 | $2.0M | 0.3% |
| Energy | 13 | $2.0M | 0.3% |