Evelyn Partners Investment Management LLP Top Holdings and 13F Report (2025) About Evelyn Partners Investment Management LLPInvestment ActivityEvelyn Partners Investment Management LLP has $2.42 billion in total holdings as of June 30, 2025.Evelyn Partners Investment Management LLP owns shares of 263 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 62.64% of the portfolio was purchased this quarter.About 18.74% of the portfolio was sold this quarter.This quarter, Evelyn Partners Investment Management LLP has purchased 261 new stocks and bought additional shares in 157 stocks.Evelyn Partners Investment Management LLP sold shares of 72 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $287,858,902Amazon.com $225,888,255Alphabet $170,916,280NVIDIA $110,750,454Visa $109,757,435 Largest New Holdings this Quarter 032095101 - Amphenol $5,059,924 Holding020002101 - Allstate $269,991 Holding001084102 - AGCO $124,787 Holding058498106 - Ball $105,171 Holding14040H105 - Capital One Financial $86,538 Holding Largest Purchases this Quarter Microsoft 544,820 shares (about $287.72M)Amazon.com 1,054,942 shares (about $225.54M)Alphabet 874,388 shares (about $170.54M)Berkshire Hathaway 208,448 shares (about $91.42M)Stryker 129,016 shares (about $73.04M) Largest Sales this Quarter UnitedHealth Group 190,060 shares (about $88.11M)Visa 136,272 shares (about $85.83M)Northern Trust 560,797 shares (about $46.43M)Thermo Fisher Scientific 55,633 shares (about $41.33M)Zoetis 110,487 shares (about $23.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvelyn Partners Investment Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$287,858,902$287,724,762 ▲214,496.1%545,07411.9%Computer and TechnologyAMZNAmazon.com$225,888,255$225,544,041 ▲65,524.3%1,056,5529.3%Retail/WholesaleGOOGLAlphabet$170,916,280$170,540,633 ▲45,399.2%876,3147.1%Computer and TechnologyNVDANVIDIA$110,750,454$36,917,393 ▲50.0%642,0324.6%Computer and TechnologyVVisa$109,757,435$85,830,742 ▼-43.9%174,2604.5%Business ServicesBRK.BBerkshire Hathaway$106,122,323$91,415,077 ▲621.6%241,9844.4%FinanceTSMTaiwan Semiconductor Manufacturing$81,530,948$51,212,659 ▲168.9%618,9713.4%Computer and TechnologySYKStryker$78,739,281$73,036,883 ▲1,280.8%139,0893.3%MedicalAAPLApple$72,992,758$67,523,490 ▲1,234.6%296,4813.0%Computer and TechnologyJPMJPMorgan Chase & Co.$67,473,993$12,055,763 ▲21.8%216,0992.8%FinanceMETAMeta Platforms$60,481,342$1,220,017 ▲2.1%61,4722.5%Computer and TechnologyBKNGBooking$55,690,257$45,463,413 ▲444.5%5,7452.3%Retail/WholesaleZTSZoetis$51,308,254$23,844,334 ▼-31.7%237,7462.1%MedicalKOCocaCola$47,864,558$47,783,669 ▲59,073.4%694,6962.0%Consumer StaplesUNHUnitedHealth Group$44,516,467$88,114,055 ▼-66.4%96,0211.8%MedicalSPGIS&P Global$36,392,271$9,277,434 ▲34.2%44,7381.5%FinanceTMOThermo Fisher Scientific$35,737,220$41,328,055 ▼-53.6%48,1071.5%MedicalMAMastercard$32,184,939$257,419 ▲0.8%51,2621.3%Business ServicesAZOAutoZone$32,088,377$18,594,258 ▲137.8%3,0201.3%Retail/WholesaleMCDMcDonald's$29,977,691$29,960,927 ▲178,716.7%64,3741.2%Retail/WholesaleGSThe Goldman Sachs Group$28,608,722$7,098,223 ▼-19.9%29,5591.2%FinanceIEXIDEX$28,424,703$3,565,156 ▼-11.1%111,8761.2%IndustrialsNDAQNasdaq$28,267,323$27,244,245 ▲2,663.0%297,0191.2%FinanceGOOGAlphabet$24,496,738$23,666,680 ▲2,851.2%183,0341.0%Computer and TechnologyBACBank of America$24,268,301$24,256,839 ▲211,619.2%529,2981.0%FinanceDHRDanaher$23,695,775$21,730,418 ▲1,105.7%90,7511.0%MedicalNEENextEra Energy$22,759,791$11,833,008 ▼-34.2%207,5500.9%UtilitiesTJXTJX Companies$19,415,798$17,218,307 ▲783.5%159,3560.8%Retail/WholesaleBXBlackstone$19,342,684$4,631,454 ▲31.5%119,3190.8%FinanceWMTWalmart$19,261,584$17,545,326 ▲1,022.3%189,3210.8%Retail/WholesalePGProcter & Gamble$19,121,107$2,836,647 ▼-12.9%107,0430.8%Consumer StaplesJNJJohnson & Johnson$18,931,737$2,335,378 ▼-11.0%112,2750.8%MedicalNFLXNetflix$17,624,576$2,659,586 ▲17.8%10,9740.7%Consumer DiscretionaryAMTAmerican Tower$16,891,466$16,075,285 ▲1,969.6%46,0480.7%FinanceROPRoper Technologies$16,480,515$12,994,284 ▲372.7%29,9050.7%Computer and TechnologyDISWalt Disney$14,736,906$14,698,156 ▲37,930.6%92,0340.6%Consumer DiscretionaryFCXFreeport-McMoRan$14,486,890$226,560 ▲1.6%322,7200.6%Basic MaterialsMKLMarkel Group$14,038,491$13,821,709 ▲6,375.9%3,7560.6%Multi-Sector ConglomeratesISRGIntuitive Surgical$13,271,394$19,339,525 ▼-59.3%30,7720.5%MedicalCVXChevron$11,929,077$11,868,080 ▲19,457.0%88,5930.5%EnergyINTUIntuit$11,776,390$16,894,392 ▼-58.9%20,0760.5%Computer and TechnologyFERGUSON ENTERPRISES INC$11,575,899$1,776,334 ▲18.1%45,3630.5%COMMON STOCK NEWGEHCGE HealthCare Technologies$11,501,218$2,548,078 ▲28.5%187,1960.5%MedicalDEDeere & Company$10,131,563$10,080,262 ▲19,649.2%12,8370.4%IndustrialsCOSTCostco Wholesale$9,977,671$4,782,833 ▼-32.4%6,6840.4%Retail/WholesaleCDNSCadence Design Systems$9,737,299$6,748,935 ▲225.8%21,0330.4%Computer and TechnologyMDLZMondelez International$9,616,437$356,500 ▼-3.6%152,9190.4%Consumer StaplesNEMNewmont$9,496,268$9,093,178 ▲2,255.9%157,8430.4%Basic MaterialsPEPPepsiCo$9,238,298$8,152,429 ▲750.8%48,8770.4%Consumer StaplesCSCOCisco Systems$9,123,784$1,494,690 ▲19.6%131,7760.4%Computer and TechnologyAWKAmerican Water Works$7,947,171$5,139,479 ▲183.0%33,6320.3%UtilitiesABTAbbott Laboratories$7,406,100$5,677,264 ▲328.4%48,0050.3%MedicalIBKRInteractive Brokers Group$7,333,189$3,367,481 ▲84.9%124,8620.3%FinanceHONHoneywell International$7,299,792$6,976,931 ▲2,161.0%23,8080.3%Multi-Sector ConglomeratesPANWPalo Alto Networks$7,222,331$7,044,859 ▲3,969.6%25,6790.3%Computer and TechnologyCRMSalesforce$6,758,378$101,695 ▼-1.5%23,3930.3%Computer and TechnologyXOMExxon Mobil$6,473,151$3,895,435 ▲151.1%85,5690.3%EnergyPLDPrologis$6,450,461$3,438,832 ▼-34.8%43,1840.3%FinanceCMECME Group$5,920,287$1,223,661 ▼-17.1%20,8090.2%FinanceAPHAmphenol$5,059,924$5,059,924 ▲New Holding88,7900.2%Computer and TechnologyARISTA NETWORKS INC$4,643,386$2,561,293 ▲123.0%37,3060.2%COM SHSLLYEli Lilly and Company$3,982,128$3,710,052 ▲1,363.6%5,2690.2%MedicalVZVerizon Communications$3,840,319$74,930 ▲2.0%97,8400.2%Computer and TechnologyADBEAdobe$3,740,213$3,249,404 ▲662.1%7,4300.2%Computer and TechnologyLHXL3Harris Technologies$3,724,775$18,665,927 ▼-83.4%10,4520.2%AerospaceMMCMarsh & McLennan Companies$3,498,103$1,400,885 ▲66.8%37,0290.1%FinanceBKBank of New York Mellon$3,133,578$2,878,630 ▲1,129.1%34,4150.1%FinanceCLColgate-Palmolive$3,094,535$2,980,404 ▲2,611.4%35,2480.1%Consumer StaplesMLMMartin Marietta Materials$2,906,539$1,468,423 ▲102.1%5,0830.1%ConstructionMSCIMSCI$2,778,160$4,369,188 ▼-61.1%2,2630.1%FinanceCRWDCrowdStrike$2,774,2420.0%5,0050.1%Computer and TechnologyIBMInternational Business Machines$2,753,976$2,709,919 ▲6,151.0%12,7520.1%Computer and TechnologyBDXBecton, Dickinson and Company$2,602,014$1,352,992 ▲108.3%9,3350.1%MedicalWMBWilliams Companies$2,397,480$477,549 ▲24.9%46,0420.1%EnergyCARRCarrier Global$2,380,471$272,718 ▲12.9%33,8150.1%ConstructionSHWSherwin-Williams$2,247,093$2,067,831 ▲1,153.5%8,9000.1%Basic MaterialsCMGChipotle Mexican Grill$2,222,407$2,202,695 ▲11,174.2%29,3130.1%Retail/WholesaleHRIHerc$2,187,027$2,141,722 ▲4,727.3%18,0060.1%TransportationTSLATesla$2,129,120$1,362,245 ▲177.6%14,7730.1%Auto/Tires/TrucksKEXKirby$2,001,949$1,814,632 ▲968.8%17,1000.1%TransportationTPLTexas Pacific Land$1,834,2520.0%2,5500.1%EnergyLOWLowe's Companies$1,822,215$1,576,751 ▲642.4%8,0100.1%Retail/WholesaleADPAutomatic Data Processing$1,718,630$204,625 ▲13.5%6,3160.1%Computer and TechnologyMSMorgan Stanley$1,620,857$1,422,512 ▲717.2%21,6310.1%FinanceNOWServiceNow$1,618,762$1,138,327 ▲236.9%1,8700.1%Computer and TechnologyDOVDover$1,616,926$1,588,249 ▲5,538.5%11,2770.1%IndustrialsAPDAir Products and Chemicals$1,557,187$7,599,390 ▼-83.0%3,5310.1%Basic MaterialsNKENIKE$1,510,545$288,226 ▼-16.0%17,1690.1%Consumer DiscretionaryCCitigroup$1,475,866$1,466,350 ▲15,409.5%32,5700.1%Financial ServicesKDPKeurig Dr Pepper$1,407,534$42,573 ▲3.1%45,3940.1%Consumer StaplesJEFJefferies Financial Group$1,315,9030.0%27,8870.1%FinanceBLACKROCK INC$1,308,707$997,604 ▲320.7%1,2620.1%COMAXPAmerican Express$1,259,028$1,168,561 ▲1,291.7%6,5410.1%FinanceGEGE Aerospace$1,244,150$647,566 ▲108.5%7,3700.1%AerospacePFEPfizer$1,097,819$1,067,854 ▲3,563.7%61,6230.0%MedicalTXNTexas Instruments$1,093,234$769,881 ▲238.1%7,0560.0%Computer and TechnologyULUnilever$1,059,995$1,714,942 ▼-61.8%17,3400.0%Consumer StaplesTAT&T$1,051,195$872,506 ▲488.3%44,0270.0%Computer and TechnologyCATCaterpillar$995,893$265,148 ▲36.3%8,1580.0%IndustrialsABBVAbbVie$978,297$922,799 ▲1,662.7%8,9900.0%MedicalShowing 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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