Evelyn Partners Investment Management (Europe) Ltd Top Holdings and 13F Report (2025) About Evelyn Partners Investment Management (Europe) LtdInvestment ActivityEvelyn Partners Investment Management (Europe) Ltd has $133.01 million in total holdings as of June 30, 2025.Evelyn Partners Investment Management (Europe) Ltd owns shares of 95 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 38.97% of the portfolio was purchased this quarter.About 357.92% of the portfolio was sold this quarter.This quarter, Evelyn Partners Investment Management (Europe) Ltd has purchased 97 new stocks and bought additional shares in 46 stocks.Evelyn Partners Investment Management (Europe) Ltd sold shares of 43 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $19,140,519Berkshire Hathaway $13,849,373Alphabet $10,314,760Mastercard $9,842,591Amazon.com $7,102,584 Largest New Holdings this Quarter 009158106 - Air Products and Chemicals $76,125 Holding007903107 - Advanced Micro Devices $14,202 Holding Largest Purchases this Quarter Berkshire Hathaway 15,881 shares (about $13.76M)Alphabet 21,793 shares (about $8.38M)Amazon.com 11,014 shares (about $6.98M)Apple 22,392 shares (about $6.10M)Blackstone 27,336 shares (about $4.00M) Largest Sales this Quarter Markel Group 159,118 shares (about $291.36M)Stryker 31,475 shares (about $84.88M)Booking 3,684 shares (about $20.09M)Visa 6,400 shares (about $9.01M)Honeywell International 37,037 shares (about $8.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvelyn Partners Investment Management (Europe) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$19,140,519$2,565,292 ▲15.5%23,25714.4%Computer and TechnologyBRK.BBerkshire Hathaway$13,849,373$13,758,407 ▲15,124.8%15,98610.4%FinanceGOOGLAlphabet$10,314,760$8,376,418 ▲432.1%26,8367.8%Computer and TechnologyMAMastercard$9,842,591$6,653,831 ▼-40.3%8,3717.4%Business ServicesAMZNAmazon.com$7,102,584$6,980,891 ▲5,736.5%11,2065.3%Retail/WholesaleAAPLApple$6,292,565$6,104,459 ▲3,245.2%23,0824.7%Computer and TechnologyVVisa$5,235,047$9,013,802 ▼-63.3%3,7173.9%Business ServicesBXBlackstone$4,429,027$4,001,054 ▲934.9%30,2603.3%FinanceJPMJPMorgan Chase & Co.$4,230,150$4,558,047 ▼-51.9%5,9863.2%FinanceNVDANVIDIA$4,118,010$4,856,985 ▼-54.1%7,4843.1%Computer and TechnologyNFLXNetflix$3,660,025$364,071 ▲11.0%2,4632.8%Consumer DiscretionaryMCDMcDonald's$3,408,475$714,775 ▲26.5%6,4092.6%Retail/WholesaleGSThe Goldman Sachs Group$2,919,432$1,450,482 ▼-33.2%2,0552.2%FinanceJNJJohnson & Johnson$2,883,521$2,857,797 ▲11,109.4%11,8822.2%MedicalSYKStryker$2,831,725$84,884,328 ▼-96.8%1,0502.1%MedicalBKNGBooking$2,246,932$20,091,499 ▼-89.9%4121.7%Retail/WholesaleCOSTCostco Wholesale$1,874,971$3,774 ▲0.2%1,9871.4%Retail/WholesaleBACBank of America$1,768,619$1,679,179 ▲1,877.4%20,7631.3%FinanceNDAQNasdaq$1,558,506$6,155,174 ▼-79.8%9,0131.2%FinanceCRMSalesforce$1,478,461$284,108 ▼-16.1%4,8501.1%Computer and TechnologyDISWalt Disney$1,399,988$148,449 ▲11.9%3,0651.1%Consumer DiscretionaryUNHUnitedHealth Group$1,340,839$6,572,740 ▼-83.1%1,3771.0%MedicalMETAMeta Platforms$1,302,188$196,437 ▼-13.1%1,2331.0%Computer and TechnologyPGProcter & Gamble$1,240,442$848,046 ▼-40.6%2,2160.9%Consumer StaplesGEHCGE HealthCare Technologies$1,184,376$5,892,291 ▼-83.3%2,8420.9%MedicalTMOThermo Fisher Scientific$1,130,441$348,907 ▲44.6%2,4170.8%MedicalGOOGAlphabet$1,063,829$259,288 ▲32.2%6,7000.8%Computer and TechnologyZTSZoetis$1,057,548$2,362,400 ▼-69.1%9750.8%MedicalADBEAdobe$998,959$775,654 ▲347.4%2,8720.8%Computer and TechnologyCLColgate-Palmolive$823,217$676,442 ▼-45.1%8,2560.6%Consumer StaplesHONHoneywell International$771,004$8,629,699 ▼-91.8%3,3090.6%Multi-Sector ConglomeratesCDNSCadence Design Systems$680,882$4,776,813 ▼-87.5%1920.5%Computer and TechnologyPANWPalo Alto Networks$664,870$2,307,426 ▼-77.6%6100.5%Computer and TechnologyDHRDanaher$630,202$431,388 ▲217.0%3,1920.5%MedicalTSMTaiwan Semiconductor Manufacturing$604,717$367,098 ▲154.5%4,5910.5%Computer and TechnologyLHXL3Harris Technologies$558,319$4,859,521 ▼-89.7%1,3270.4%AerospaceKOCocaCola$548,974$287,108 ▼-34.3%6,5030.4%Consumer StaplesSPGIS&P Global$541,810$60,425 ▲12.6%1,0760.4%FinanceISRGIntuitive Surgical$536,423$1,452,477 ▼-73.0%9340.4%MedicalPEPPepsiCo$530,209$23,930 ▼-4.3%2,6810.4%Consumer StaplesMSTRMicroStrategy$484,957$441,136 ▲1,006.7%6,3080.4%Computer and TechnologyWMTWalmart$437,933$273,061 ▲165.6%4,4810.3%Retail/WholesaleMKLMarkel Group$435,802$291,361,104 ▼-99.9%2380.3%Multi-Sector ConglomeratesMDLZMondelez International$405,866$54,964 ▲15.7%6,5350.3%Consumer StaplesXOMExxon Mobil$344,764$132,565 ▲62.5%2,9050.3%EnergyABBVAbbVie$326,532$31,540 ▼-8.8%1,7600.2%MedicalBDXBecton, Dickinson and Company$298,803$279,118 ▲1,417.9%1,0170.2%MedicalCCitigroup$298,185$147,782 ▲98.3%2,7300.2%Financial ServicesMARMarriott International$273,123$5,023 ▲1.9%8700.2%Consumer DiscretionaryAMTAmerican Tower$233,685$264,166 ▼-53.1%1,0580.2%FinanceCVXChevron$207,475$893,761 ▼-81.2%1,4100.2%EnergyKMBKimberly-Clark$201,074$181,224 ▲913.0%1,5600.2%Consumer StaplesULUnilever$171,164$35,150 ▲25.8%2,8000.1%Consumer StaplesFERGUSON ENTERPRISES INC$154,374$35,033 ▼-18.5%4010.1%COMMON STOCK NEWPMPhilip Morris International$149,257$126,340 ▲551.3%1,2700.1%Consumer StaplesWFCWells Fargo & Company$143,121$22,333 ▲18.5%1,7880.1%FinanceBLACKROCK INC$141,567$197,145 ▼-58.2%1350.1%COMIBMInternational Business Machines$138,435$7,069 ▲5.4%4700.1%Computer and TechnologyNEMNewmont$131,358$881,321 ▼-87.0%1,6650.1%Basic MaterialsRBLXRoblox$105,291$97,289 ▲1,215.8%1,0000.1%Consumer DiscretionaryABTAbbott Laboratories$91,7400.0%4250.1%MedicalCATCaterpillar$77,592$2,244,737 ▼-96.7%2000.1%IndustrialsFDXFedEx$76,832$2,273 ▲3.0%3380.1%TransportationAPDAir Products and Chemicals$76,125$76,125 ▲New Holding2700.1%Basic MaterialsNEENextEra Energy$75,585$9,471 ▲14.3%1,2290.1%UtilitiesKDPKeurig Dr Pepper$73,529$2,148 ▼-2.8%2,2250.1%Consumer StaplesNKENIKE$70,785$11,076 ▲18.5%9970.1%Consumer DiscretionaryOXYOccidental Petroleum$68,913$62,614 ▲994.0%1,6410.1%EnergyCMECME Group$53,718$1,928 ▲3.7%1950.0%FinanceSBUXStarbucks$53,129$2,565 ▼-4.6%5800.0%Retail/WholesaleMOAltria Group$39,718$825,701 ▼-95.4%6780.0%Consumer StaplesDOMINOS PIZZA INC$36,4800.0%810.0%COMVZVerizon Communications$33,082$4,225 ▲14.6%9240.0%Computer and TechnologyPYPLPayPal$30,903$4,214 ▲15.8%4400.0%Business ServicesLVSLas Vegas Sands$30,011$357,087 ▼-92.2%6900.0%Consumer DiscretionaryIEXIDEX$29,845$6,847 ▲29.8%1700.0%IndustrialsCOINCoinbase Global$29,082$13,959 ▲92.3%750.0%FinanceELEstee Lauder Companies$25,606$136,754 ▼-84.2%3170.0%Consumer StaplesUPSUnited Parcel Service$25,218$13,214 ▲110.1%2500.0%TransportationVERALTO CORP$24,421$1,744 ▼-6.7%2100.0%COM SHSVMCVulcan Materials$17,490$166,024 ▼-90.5%670.0%ConstructionNIONIO$17,165$2,530 ▼-12.8%3,4470.0%Auto/Tires/TrucksPFEPfizer$15,143$436,094 ▼-96.6%6250.0%MedicalAMDAdvanced Micro Devices$14,202$14,202 ▲New Holding460.0%Computer and TechnologyTMUST-Mobile US$9,539$1,135,379 ▼-99.2%400.0%Computer and TechnologyINTUIntuit$7,883$4,730 ▲150.0%200.0%Computer and TechnologyMRKMerck & Co., Inc.$6,893$392 ▼-5.4%880.0%MedicalRIOTRiot Platforms$6,775$5,838 ▲622.9%6000.0%FinanceBABAAlibaba Group$5,668$3,543 ▲166.7%800.0%Retail/WholesaleJXNJackson Financial$4,528$6,748 ▼-59.8%510.0%FinanceWK KELLOGG CO$3,1690.0%1990.0%COM SHSPJTPJT Partners$2,1430.0%130.0%FinanceLNDBrasilagro Cia Brasileira De Propriedades Agricolas$698$595 ▲577.8%1830.0%Consumer StaplesVTRSViatris$634$36 ▲6.0%710.0%MedicalOGNOrganon & Co.$222$106 ▼-32.4%230.0%MedicalWYWeyerhaeuser$0$206,215 ▼-100.0%00.0%ConstructionSLBSchlumberger$0$24,130 ▼-100.0%00.0%EnergyKWKennedy-Wilson$0$20,832 ▼-100.0%00.0%FinanceADSKAutodesk$0$5,239 ▼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access