Evelyn Partners Asset Management Ltd Top Holdings and 13F Report (2026) About Evelyn Partners Asset Management LtdInvestment ActivityEvelyn Partners Asset Management Ltd has $405.81 million in total holdings as of March 31, 2026.Evelyn Partners Asset Management Ltd owns shares of 308 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 7.69% of the portfolio was purchased this quarter.About 8.36% of the portfolio was sold this quarter.This quarter, Evelyn Partners Asset Management Ltd has purchased 284 new stocks and bought additional shares in 60 stocks.Evelyn Partners Asset Management Ltd sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Gold Shares $26,487,362Vanguard Total World Stock ETF $21,562,151VanEck Gold Miners ETF $17,030,401Microsoft $14,900,823Alphabet $12,963,492 Largest New Holdings this Quarter 46138E800 - Invesco China Technology ETF $4,866,339 HoldingG0593M107 - AstraZeneca $3,938,180 HoldingN3167Y103 - Ferrari $2,528,739 Holding003264108 - abrdn Physical Silver Shares ETF $1,626,335 Holding620076307 - Motorola Solutions $1,052,377 Holding Largest Purchases this Quarter Invesco China Technology ETF 105,744 shares (about $4.87M)AstraZeneca 20,317 shares (about $3.94M)Ferrari 7,468 shares (about $2.53M)Relx 55,028 shares (about $1.82M)Taiwan Semiconductor Manufacturing 5,111 shares (about $1.73M) Largest Sales this Quarter SPDR Gold Shares 7,573 shares (about $3.26M)PayPal 68,253 shares (about $3.09M)Novo Nordisk A/S 82,136 shares (about $3.02M)PPG Industries 24,195 shares (about $2.59M)Procter & Gamble 15,046 shares (about $2.17M) 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 PortfolioSectorGLDSPDR Gold Shares$26,487,362$3,258,586 â–¼-11.0%61,5576.5%FinanceVTVanguard Total World Stock ETF$21,562,151$993,553 â–¼-4.4%155,8865.3%ETFGDXVanEck Gold Miners ETF$17,030,401$50,565 â–²0.3%185,5774.2%ETFMSFTMicrosoft$14,900,823$943,563 â–²6.8%40,2543.7%Computer and TechnologyGOOGLAlphabet$12,963,492$353,699 â–¼-2.7%45,0813.2%Computer and TechnologyVPLVanguard FTSE Pacific ETF$11,827,187$719,000 â–²6.5%121,0192.9%ETFAMZNAmazon.com$11,587,310$37,489 â–²0.3%55,6362.9%Retail/WholesaleVVisa$11,042,338$226,680 â–²2.1%36,5352.7%Business ServicesVDEVanguard Energy ETF$10,980,080$456,653 â–²4.3%63,4542.7%ETFAAPLApple$10,099,065$8,629 â–¼-0.1%39,7932.5%Computer and TechnologySYKStryker$9,651,674$201,754 â–²2.1%29,3732.4%MedicalBKNGBooking$9,376,033$463,118 â–²5.2%2,2272.3%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$9,202,317$1,084,849 â–²13.4%114,2012.3%ETFDBMFiMGP DBi Managed Futures Strategy ETF$8,957,444$153,283 â–¼-1.7%297,0962.2%ETFURAGlobal X Uranium ETF$8,794,501$299,927 â–²3.5%181,5922.2%ETFSGOLabrdn Physical Gold Shares ETF$8,111,604$916,361 â–¼-10.2%181,7932.0%ETFTSMTaiwan Semiconductor Manufacturing$7,958,722$1,727,262 â–²27.7%23,5502.0%Computer and TechnologyMAMastercard$7,832,670$94,436 â–²1.2%15,6761.9%Business ServicesADPAutomatic Data Processing$7,370,964$170,062 â–²2.4%36,2781.8%Computer and TechnologyVOVanguard Mid-Cap ETF$7,369,613$1,226,546 â–²20.0%25,6621.8%ETFWATWaters$7,301,461$103,337 â–²1.4%24,5181.8%MedicalDISWalt Disney$7,109,085$1,311,539 â–¼-15.6%73,7611.8%Consumer DiscretionaryCMECME Group$6,920,051$224,171 â–¼-3.1%23,4301.7%FinanceIAUiShares Gold Trust$6,698,749$476,769 â–¼-6.6%75,9841.7%FinanceINTUIntuit$6,616,279$1,288,060 â–²24.2%15,3021.6%Computer and TechnologyVOOVanguard S&P 500 ETF$6,553,632$8,365 â–¼-0.1%10,9681.6%ETFAZOAutoZone$6,309,693$179,022 â–¼-2.8%1,8681.6%Retail/WholesaleZTSZoetis$5,995,138$92,913 â–²1.6%50,7161.5%MedicalRELXRelx$5,224,838$1,824,178 â–²53.6%157,6121.3%Computer and TechnologyURTHiShares MSCI World ETF$5,189,761$11,701 â–²0.2%28,8291.3%ETFUNILEVER PLC$5,131,288$69,788 â–²1.4%90,0701.3%SPON ADR NEWBRK.BBerkshire Hathaway$5,092,938$728,384 â–²16.7%10,6281.3%FinanceACNAccenture$4,911,048$67,220 â–²1.4%24,7671.2%Computer and TechnologyCQQQInvesco China Technology ETF$4,866,339$4,866,339 â–²New Holding105,7441.2%ETFJNJJohnson & Johnson$4,309,477$118,065 â–²2.8%17,6301.1%MedicalAZNCFAstraZeneca$3,938,180$3,938,180 â–²New Holding20,3171.0%MedicalNVDANVIDIA$3,773,667$61,040 â–²1.6%21,6380.9%Computer and TechnologyMETAMeta Platforms$3,308,628$99,551 â–²3.1%5,7830.8%Computer and TechnologyARISTA NETWORKS INC$3,177,792$55,374 â–²1.8%25,8820.8%COM SHSIWViShares Russell 3000 ETF$3,000,149$3,336 â–²0.1%8,0940.7%ETFCBChubb$2,812,124$84,090 â–²3.1%8,6280.7%FinanceASMLASML$2,780,347$112,271 â–¼-3.9%2,1050.7%Computer and TechnologyRACEFerrari$2,528,739$2,528,739 â–²New Holding7,4680.6%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$2,486,584$264,655 â–²11.9%3,8240.6%FinanceISRGIntuitive Surgical$2,278,213$86,205 â–²3.9%4,9420.6%MedicalMCDMcDonald's$2,252,606$50,348 â–²2.3%7,2480.6%Retail/WholesaleACWIiShares MSCI ACWI ETF$2,117,853$6,780 â–²0.3%15,3060.5%ManufacturingDEODiageo$1,989,676$56,508 â–²2.9%26,7250.5%Consumer StaplesIVViShares Core S&P 500 ETF$1,889,083$99,941 â–²5.6%2,8920.5%ETFIWMiShares Russell 2000 ETF$1,824,980$2,728 â–²0.1%7,3590.4%FinanceRIORio Tinto$1,697,971$92,544 â–²5.8%18,2010.4%Basic MaterialsGHCGraham$1,652,4970.0%1,5630.4%Consumer DiscretionaryMDLZMondelez International$1,649,714$153,783 â–²10.3%28,6210.4%Consumer StaplesSIVRabrdn Physical Silver Shares ETF$1,626,335$1,626,335 â–²New Holding22,7110.4%ETFMUMicron Technology$1,392,914$17,906 â–¼-1.3%4,1230.3%Computer and TechnologyNVONovo Nordisk A/S$1,339,280$3,018,497 â–¼-69.3%36,4430.3%MedicalLLYEli Lilly and Company$1,325,389$176,596 â–²15.4%1,4410.3%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,303,500$2,064 â–²0.2%15,7870.3%ManufacturingPPGPPG Industries$1,136,028$2,585,963 â–¼-69.5%10,6290.3%Basic MaterialsMSIMotorola Solutions$1,052,377$1,052,377 â–²New Holding2,4250.3%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,050,300$1,432 â–²0.1%11,0050.3%ETFGOOGAlphabet$931,4340.0%3,2470.2%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$911,7350.0%8,8150.2%ETFBACBank of America$863,4110.0%17,7110.2%FinanceVTIVanguard Total Stock Market ETF$817,745$3,529 â–¼-0.4%2,5490.2%ETFXOMExxonMobil$808,600$16,966 â–²2.1%4,7660.2%EnergyCSCOCisco Systems$782,9610.0%10,0910.2%Computer and TechnologySDYSPDR S&P Dividend ETF$759,4720.0%5,2040.2%ETFBNDVanguard Total Bond Market ETF$701,452$1,988 â–²0.3%9,5250.2%ETFFNVFranco-Nevada$667,5080.0%2,7000.2%Basic MaterialsCTVACorteva$642,2230.0%7,6720.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$640,453$350,501 â–²120.9%1,5020.2%ETFKOCocaCola$605,890$46,390 â–²8.3%7,9670.1%Consumer StaplesIWDiShares Russell 1000 Value ETF$557,038$397,426 â–²249.0%2,6070.1%ETFWPMWheaton Precious Metals$550,7670.0%4,2000.1%Basic MaterialsSNYSanofi$501,747$48,421 â–²10.7%10,4140.1%MedicalSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$482,413$482,413 â–²New Holding10,0860.1%FinancePALANTIR TECHNOLOGIES INC$451,128$451,128 â–²New Holding3,0840.1%CL AHDViShares Core High Dividend ETF$448,4190.0%3,3040.1%ETFTIPiShares TIPS Bond ETF$428,4180.0%3,8820.1%ETFNEENextEra Energy$404,2140.0%4,3520.1%UtilitiesMATXMatson$377,0620.0%2,3000.1%TransportationVWOVanguard FTSE Emerging Markets ETF$372,0260.0%6,8830.1%ETFABBVAbbVie$350,376$4,785 â–¼-1.3%1,6110.1%MedicalEWJiShares MSCI Japan ETF$342,742$26,092 â–²8.2%4,0590.1%ETFWTMWhite Mountains Insurance Group$338,3320.0%1540.1%FinanceSKYYFirst Trust Cloud Computing ETF$320,7530.0%2,9330.1%ManufacturingVIGVanguard Dividend Appreciation ETF$320,439$107,530 â–²50.5%1,4900.1%ETFFDNFirst Trust Dow Jones Internet Index Fund$311,2600.0%1,3300.1%ETFRTXRTX$299,5740.0%1,5530.1%AerospaceVOOGVanguard S&P 500 Growth ETF$293,5370.0%7200.1%ETFPGProcter & Gamble$275,736$2,173,245 â–¼-88.7%1,9090.1%Consumer StaplesVBVanguard Small-Cap ETF$274,230$274,230 â–²New Holding1,0470.1%ETFIYWiShares U.S. Technology ETF$262,6960.0%1,4480.1%ManufacturingSCHASchwab US Small-Cap ETF$249,099$8,491 â–¼-3.3%8,5660.1%ETFTCOMTrip.com Group$244,5680.0%4,9120.1%Consumer DiscretionaryVONGVanguard Russell 1000 Growth ETF$244,1700.0%2,2260.1%ETFJPMJPMorgan Chase & Co.$236,7990.0%8050.1%FinanceEPPiShares MSCI Pacific ex Japan ETF$235,995$29,705 â–¼-11.2%4,4410.1%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$235,5510.0%3,7580.1%ManufacturingShowing 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. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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