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
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 (14)
Closed Positions (18)
$2.5M · 13K shares
$253K · 323 shares
$145K · 1K shares
$127K · 450 shares
$87K · 1K shares
$75K · 3K shares
$72K · 48 shares
$71K · 1K shares
$67K · 805 shares
$57K · 964 shares
$41K · 210 shares
$26K · 1K shares
$25K · 200 shares
$24K · 400 shares
$14K · 150 shares
$4K · 195 shares
$536 · 38 shares
$198 · 16 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 | 28 | $97.0M | 13.2% |
| Communication Services | 13 | $87.0M | 11.9% |
| Unknown | 15 | $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% |