Evelyn Partners Asset Management Ltd Top Holdings and 13F Report (2025) About Evelyn Partners Asset Management LtdInvestment ActivityEvelyn Partners Asset Management Ltd has $222.27 million in total holdings as of June 30, 2025.Evelyn Partners Asset Management Ltd owns shares of 136 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 79.31% of the portfolio was purchased this quarter.About 229.31% of the portfolio was sold this quarter.This quarter, Evelyn Partners Asset Management Ltd has purchased 102 new stocks and bought additional shares in 42 stocks.Evelyn Partners Asset Management Ltd sold shares of 49 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $20,815,613Amazon.com $14,681,054Alphabet $14,133,998Visa $12,508,412Stryker $11,318,299 Largest New Holdings this Quarter 70450Y103 - PayPal $6,269,784 Holding759530108 - RELX $5,814,214 HoldingN07059210 - ASML $5,778,022 Holding670100205 - Novo Nordisk A/S $5,564,530 Holding904767704 - Unilever $5,402,963 Holding Largest Purchases this Quarter Microsoft 83,629 shares (about $20.80M)Alphabet 160,289 shares (about $14.12M)Amazon.com 156,083 shares (about $11.45M)Automatic Data Processing 108,935 shares (about $11.20M)Stryker 54,885 shares (about $10.86M) Largest Sales this Quarter Broadcom 1,553,635 shares (about $428.29M)Booking 3,736 shares (about $21.63M)Morgan Stanley 45,389 shares (about $6.39M)Home Depot 16,977 shares (about $6.22M)Thermo Fisher Scientific 10,814 shares (about $4.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvelyn Partners Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$20,815,613$20,798,950 ▲124,819.4%83,6969.4%Computer and TechnologyAMZNAmazon.com$14,681,054$11,454,165 ▲355.0%200,0556.6%Retail/WholesaleGOOGLAlphabet$14,133,998$14,123,865 ▲139,381.7%160,4046.4%Computer and TechnologyVVisa$12,508,412$6,346,164 ▲103.0%70,4605.6%Business ServicesSYKStryker$11,318,299$10,859,845 ▲2,368.8%57,2025.1%MedicalADPAutomatic Data Processing$11,269,246$11,204,959 ▲17,429.6%109,5605.1%Computer and TechnologyINTUIntuit$10,699,166$10,199,021 ▲2,039.2%27,1684.8%Computer and TechnologyDISWalt Disney$10,251,079$7,937,369 ▲343.1%164,0604.6%Consumer DiscretionaryMAMastercard$9,229,302$4,845,327 ▲110.5%32,8484.2%Business ServicesAZOAutoZone$8,443,007$7,204,848 ▲581.9%6,8193.8%Retail/WholesaleWATWaters$8,225,476$6,310,294 ▲329.5%47,1323.7%MedicalADBEAdobe$7,458,273$7,373,159 ▲8,662.7%38,5563.4%Computer and TechnologyZTSZoetis$6,291,335$735,460 ▼-10.5%40,3422.8%MedicalPYPLPayPal$6,269,784$6,269,784 ▲New Holding168,7242.8%Business ServicesRELXRELX$5,814,214$5,814,214 ▲New Holding214,3662.6%Computer and TechnologyASMLASML$5,778,022$5,778,022 ▲New Holding7,2102.6%Computer and TechnologyNVONovo Nordisk A/S$5,564,530$5,564,530 ▲New Holding80,6222.5%MedicalULUnilever$5,402,963$5,402,963 ▲New Holding88,3272.4%Consumer StaplesBRK.BBerkshire Hathaway$4,089,717$3,832,926 ▲1,492.6%16,8501.8%FinancePGProcter & Gamble$3,918,635$3,918,635 ▲New Holding49,1921.8%Consumer StaplesMETAMeta Platforms$3,105,145$685,686 ▲28.3%4,2071.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,008,920$3,008,920 ▲New Holding13,2851.4%Computer and TechnologyARISTA NETWORKS INC$2,654,758$2,079,405 ▲361.4%50,0081.2%COM SHSNVDANVIDIA$2,486,921$985,068 ▲65.6%15,7411.1%Computer and TechnologyDEODiageo$2,086,884$2,076,195 ▲19,423.6%20,6950.9%Consumer StaplesJNJJohnson & Johnson$1,893,642$1,620,983 ▲594.5%12,3970.9%MedicalCLColgate-Palmolive$1,869,813$1,749,189 ▲1,450.1%20,5700.8%Consumer StaplesISRGIntuitive Surgical$1,709,024$3,943,525 ▼-69.8%3,1450.8%MedicalBKNGBooking$1,684,669$21,628,603 ▼-92.8%2910.8%Retail/WholesaleMDLZMondelez International$1,572,498$829,714 ▲111.7%23,3170.7%Consumer StaplesAZNAstraZeneca$1,546,514$1,546,514 ▲New Holding22,1310.7%MedicalMCDMcDonald's$1,340,476$38,566 ▼-2.8%4,5880.6%Retail/WholesaleAAPLApple$1,337,298$3,434,340 ▼-72.0%6,5180.6%Computer and TechnologyPEPPepsiCo$1,292,143$1,292,143 ▲New Holding9,7860.6%Consumer StaplesGSThe Goldman Sachs Group$1,073,657$936,353 ▲682.0%1,5170.5%FinanceRIORio Tinto$910,881$898,340 ▲7,163.3%15,6160.4%Basic MaterialsBACBank of America$900,405$872,250 ▲3,098.0%19,0280.4%FinanceCSCOCisco Systems$885,358$59,597 ▲7.2%12,7610.4%Computer and TechnologyTMOThermo Fisher Scientific$602,919$4,384,644 ▼-87.9%1,4870.3%MedicalGOOGAlphabet$574,211$561,439 ▲4,395.8%3,2370.3%Computer and TechnologyCTVACorteva$571,794$81,759 ▲16.7%7,6720.3%Consumer StaplesMUMicron Technology$569,169$1,283,650 ▼-69.3%4,6180.3%Computer and TechnologyKOCocaCola$520,508$689,318 ▼-57.0%7,3570.2%Consumer StaplesXOMExxon Mobil$481,435$212,582 ▲79.1%4,4660.2%EnergySNYSanofi$430,152$84,736 ▲24.5%8,9040.2%MedicalNEENextEra Energy$302,116$3,818 ▼-1.2%4,3520.1%UtilitiesNFLXNetflix$281,217$3,017,057 ▼-91.5%2100.1%Consumer DiscretionaryABBVAbbVie$276,203$1,392,895 ▼-83.5%1,4880.1%MedicalMATXMatson$256,105$256,105 ▲New Holding2,3000.1%TransportationTTWOTake-Two Interactive Software$254,750$254,750 ▲New Holding1,0490.1%Consumer DiscretionaryNOWServiceNow$213,841$1,708,672 ▼-88.9%2080.1%Computer and TechnologyJPMJPMorgan Chase & Co.$205,546$36,529 ▲21.6%7090.1%FinanceNKENIKE$204,453$1,701,975 ▼-89.3%2,8780.1%Consumer DiscretionaryRTXRTX$192,308$900,504 ▼-82.4%1,3170.1%AerospaceDDDuPont de Nemours$172,915$2,469 ▲1.4%2,5210.1%Basic MaterialsBXBlackstone$138,362$417,629 ▼-75.1%9250.1%FinanceAEPAmerican Electric Power$129,700$104 ▼-0.1%1,2500.1%UtilitiesCOSTCostco Wholesale$123,743$990 ▼-0.8%1250.1%Retail/WholesaleDOWDOW$120,299$2,086,286 ▼-94.5%4,5430.1%Basic MaterialsVRSKVerisk Analytics$119,3050.0%3830.1%Business ServicesMSMorgan Stanley$91,982$6,393,524 ▼-98.6%6530.0%FinanceCRMSalesforce$85,352$56,447 ▲195.3%3130.0%Computer and TechnologyICEIntercontinental Exchange$83,479$18,531 ▼-18.2%4550.0%FinanceEAElectronic Arts$81,447$3,632,696 ▼-97.8%5100.0%Consumer DiscretionaryBDXBecton, Dickinson and Company$76,722$76,028 ▼-49.8%8840.0%MedicalHDHome Depot$70,395$6,224,458 ▼-98.9%1920.0%Retail/WholesaleAMTAmerican Tower$63,433$57,244 ▲925.0%2870.0%FinanceMPWRMonolithic Power Systems$61,436$61,436 ▲New Holding840.0%Computer and TechnologyOTISOtis Worldwide$59,313$59,313 ▲New Holding5990.0%IndustrialsWMTWalmart$55,148$1,448,319 ▼-96.3%5640.0%Retail/WholesaleKMBKimberly-Clark$52,213$645 ▲1.3%4050.0%Consumer StaplesTXNTexas Instruments$51,075$51,075 ▲New Holding2460.0%Computer and TechnologyUNHUnitedHealth Group$48,667$1,353,629 ▼-96.5%1560.0%MedicalGBXGreenbrier Companies$47,247$47,247 ▲New Holding1,0260.0%TransportationTSCOTractor Supply$46,174$46,174 ▲New Holding8750.0%Retail/WholesaleLLoews$46,105$46,105 ▲New Holding5030.0%FinanceMTZMasTec$42,608$42,608 ▲New Holding2500.0%ConstructionSBUXStarbucks$42,608$4,114,009 ▼-99.0%4650.0%Retail/WholesaleEQIXEquinix$38,978$38,978 ▲New Holding490.0%FinanceABTAbbott Laboratories$38,899$3,100,495 ▼-98.8%2860.0%MedicalCCChemours$36,640$36,640 ▲New Holding3,2000.0%Basic MaterialsONON Semiconductor$34,905$34,905 ▲New Holding6660.0%Computer and TechnologyNDAQNasdaq$34,606$25,217 ▲268.6%3870.0%FinanceMNSTMonster Beverage$33,450$1,190 ▲3.7%5340.0%Consumer StaplesFHTXFoghorn Therapeutics$33,370$33,370 ▲New Holding7,1000.0%MedicalSCHWCharles Schwab$33,211$33,211 ▲New Holding3640.0%FinancePFEPfizer$32,724$32,724 ▲New Holding1,3500.0%MedicalCBRECBRE Group$32,087$32,087 ▲New Holding2290.0%FinanceNOCNorthrop Grumman$31,499$497,484 ▼-94.0%630.0%AerospaceADSKAutodesk$30,647$477,350 ▼-94.0%990.0%Computer and TechnologyCMCSAComcast$29,944$2,998 ▼-9.1%8390.0%Consumer DiscretionaryDHID.R. Horton$29,781$2,063 ▲7.4%2310.0%ConstructionANSSANSYS$25,639$457,990 ▼-94.7%730.0%Computer and TechnologyALEXAlexander & Baldwin$25,033$25,033 ▲New Holding1,4040.0%FinanceSBACSBA Communications$24,893$30,764 ▼-55.3%1060.0%FinanceCSXCSX$24,473$11,388 ▲87.0%7500.0%TransportationHONHoneywell International$24,452$17,233 ▼-41.3%1050.0%Multi-Sector ConglomeratesCNCCentene$22,038$434 ▼-1.9%4060.0%MedicalDHRDanaher$20,939$1,019,887 ▼-98.0%1060.0%MedicalSHELShell$19,433$33,374 ▼-63.2%2760.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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