Evelyn Partners Investment Management LLP Top Holdings and 13F Report (2026)

About Evelyn Partners Investment Management LLP

Investment Activity

Evelyn Partners Investment Management LLP has $3.68 billion in total holdings as of March 31, 2026.
Evelyn Partners Investment Management LLP owns shares of 410 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
Approximately 12.62% of the portfolio was purchased this quarter.
About 4.06% of the portfolio was sold this quarter.
This quarter, Evelyn Partners Investment Management LLP has purchased 413 new stocks and bought additional shares in 56 stocks.
Evelyn Partners Investment Management LLP sold shares of 142 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

AstraZeneca: $325,484,543
Microsoft: $260,469,380
Amazon.com: $258,733,613
Alphabet: $258,041,966
NVIDIA: $151,097,195

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $325,484,543 Holding
866966104 - SUNBELT RENTALS HOLDINGS INC: $28,953,855 Holding
26875P101 - EOG Resources: $4,462,008 Holding
620076307 - Motorola Solutions: $1,523,235 Holding
45579U109 - INDIVIOR PHARMACEUTICALS INC: $415,260 Holding

Largest Purchases this Quarter

AstraZeneca: 1,675,125 shares (about $325.48M)
SUNBELT RENTALS HOLDINGS INC: 444,828 shares (about $28.95M)
Microsoft: 31,118 shares (about $11.52M)
Broadcom: 32,470 shares (about $10.05M)
Meta Platforms: 12,786 shares (about $7.32M)

Largest Sales this Quarter

UnitedHealth Group: 71,430 shares (about $19.33M)
ROPER TECHNOLOGIES INC: 44,426 shares (about $15.72M)
Zoetis: 71,605 shares (about $8.46M)
Alphabet: 28,211 shares (about $8.11M)
Ferrari: 19,945 shares (about $6.75M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AZNCF AstraZeneca	$325,484,543	$325,484,543 â–²	New Holding	1,675,125	8.8%	Medical
MSFT Microsoft	$260,469,380	$11,518,950 â–²	4.6%	703,648	7.1%	Computer and Technology
AMZN Amazon.com	$258,733,613	$4,814,994 â–²	1.9%	1,242,299	7.0%	Retail/Wholesale
GOOGL Alphabet	$258,041,966	$8,112,355 â–¼	-3.0%	897,350	7.0%	Computer and Technology
NVDA NVIDIA	$151,097,195	$4,530,912 â–²	3.1%	866,383	4.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$148,090,028	$4,071,622 â–¼	-2.7%	438,201	4.0%	Computer and Technology
BRK.B Berkshire Hathaway	$134,871,319	$1,086,346 â–²	0.8%	281,451	3.7%	Finance
V Visa	$106,350,700	$3,077,105 â–¼	-2.8%	351,875	2.9%	Business Services
CRH PLC	$106,017,409	$2,872,299 â–¼	-2.6%	1,008,537	2.9%	ORD
AAPL Apple	$104,165,060	$4,693,338 â–²	4.7%	410,438	2.8%	Computer and Technology
SYK Stryker	$87,224,544	$612,163 â–¼	-0.7%	265,451	2.4%	Medical
CB Chubb	$86,632,846	$293,011 â–²	0.3%	265,802	2.4%	Finance
JPM JPMorgan Chase & Co.	$84,253,896	$4,568,305 â–²	5.7%	286,422	2.3%	Finance
KO CocaCola	$75,576,437	$1,817,823 â–²	2.5%	993,773	2.1%	Consumer Staples
META Meta Platforms	$68,794,628	$7,315,254 â–²	11.9%	120,243	1.9%	Computer and Technology
BKNG Booking	$61,073,461	$5,710,514 â–¼	-8.6%	14,513	1.7%	Retail/Wholesale
TMO Thermo Fisher Scientific	$53,645,584	$2,350,988 â–²	4.6%	109,140	1.5%	Medical
LINDE PLC	$44,424,558	$381,735 â–¼	-0.9%	89,609	1.2%	SHS
NEE NextEra Energy	$43,077,187	$5,403,666 â–²	14.3%	463,794	1.2%	Utilities
IEX IDEX	$38,912,909	$3,778,111 â–²	10.8%	205,291	1.1%	Industrials
GOOG Alphabet	$38,292,941	$1,176,700 â–¼	-3.0%	133,490	1.0%	Computer and Technology
AZO AutoZone	$38,135,136	$2,786,668 â–²	7.9%	11,290	1.0%	Retail/Wholesale
SPROTT ASSET MANAGEMENT LP	$38,060,995	$665,265 â–¼	-1.7%	797,590	1.0%	PHYSICAL GOLD AN
NDAQ Nasdaq	$36,338,608	$184,806 â–¼	-0.5%	428,067	1.0%	Finance
BAC Bank of America	$33,732,953	$2,405,130 â–²	7.7%	691,958	0.9%	Finance
SPGI S&P Global	$33,562,303	$657,576 â–¼	-1.9%	78,907	0.9%	Finance
GS The Goldman Sachs Group	$33,391,225	$1,911,091 â–¼	-5.4%	39,470	0.9%	Finance
JNJ Johnson & Johnson	$33,015,533	$661,944 â–¼	-2.0%	135,066	0.9%	Medical
TOTALENERGIES SE	$32,718,513	$854,925 â–²	2.7%	350,023	0.9%	ACT
MA Mastercard	$32,273,539	$3,485,128 â–¼	-9.7%	64,591	0.9%	Business Services
TJX TJX Companies	$30,595,965	$1,152,555 â–¼	-3.6%	191,584	0.8%	Retail/Wholesale
SUNBELT RENTALS HOLDINGS INC	$28,953,855	$28,953,855 â–²	New Holding	444,828	0.8%	SHS
ISRG Intuitive Surgical	$28,799,428	$4,090,825 â–²	16.6%	62,473	0.8%	Medical
WALMART INC	$27,647,826	$1,835,864 â–¼	-6.2%	222,464	0.8%	COM
ZTS Zoetis	$27,390,321	$8,464,427 â–¼	-23.6%	231,709	0.7%	Medical
UNH UnitedHealth Group	$25,843,780	$19,328,243 â–¼	-42.8%	95,509	0.7%	Medical
AEM Agnico Eagle Mines	$25,728,977	$944,090 â–¼	-3.5%	126,725	0.7%	Basic Materials
SMURFIT WESTROCK PLC	$24,044,534	$3,492,733 â–¼	-12.7%	603,376	0.7%	SHS
FCX Freeport-McMoRan	$23,231,384	$2,685,247 â–²	13.1%	395,226	0.6%	Basic Materials
CVX Chevron	$20,712,966	$748,564 â–¼	-3.5%	100,111	0.6%	Energy
NFLX Netflix	$19,961,702	$1,757,526 â–²	9.7%	207,610	0.5%	Consumer Discretionary
NEM Newmont	$19,350,662	$888,191 â–¼	-4.4%	178,759	0.5%	Basic Materials
APH Amphenol	$18,953,764	$5,670,083 â–²	42.7%	150,010	0.5%	Computer and Technology
DHR Danaher	$18,898,949	$4,154,894 â–¼	-18.0%	99,678	0.5%	Medical
AVGO Broadcom	$18,561,005	$10,049,790 â–²	118.1%	59,969	0.5%	Computer and Technology
MCD McDonald's	$18,270,723	$1,408,811 â–¼	-7.2%	58,788	0.5%	Retail/Wholesale
INTU Intuit	$16,362,556	$5,291,034 â–²	47.8%	37,843	0.4%	Computer and Technology
XOM ExxonMobil	$16,237,310	$4,483,774 â–²	38.1%	95,705	0.4%	Energy
PG Procter & Gamble	$15,984,597	$2,509,789 â–¼	-13.6%	110,666	0.4%	Consumer Staples
RACE Ferrari	$15,773,470	$6,753,577 â–¼	-30.0%	46,583	0.4%	Auto/Tires/Trucks
MKL Markel Group	$14,876,152	$231,602 â–²	1.6%	7,772	0.4%	Multi-Sector Conglomerates
BX Blackstone	$14,586,482	$3,010,783 â–¼	-17.1%	126,850	0.4%	Finance
CSCO Cisco Systems	$12,527,759	$816,092 â–²	7.0%	161,461	0.3%	Computer and Technology
FERGUSON ENTERPRISES INC	$11,354,630	$213,433 â–¼	-1.8%	48,678	0.3%	COMMON STOCK NEW
COST Costco Wholesale	$11,236,741	$351,740 â–²	3.2%	11,277	0.3%	Retail/Wholesale
DIS Walt Disney	$10,704,734	$283,454 â–¼	-2.6%	111,068	0.3%	Consumer Discretionary
DE Deere & Company	$10,698,194	$192,085 â–¼	-1.8%	18,992	0.3%	Industrials
BSX Boston Scientific	$10,590,380	$1,686,908 â–²	18.9%	168,771	0.3%	Medical
GEHC GE HealthCare Technologies	$10,486,949	$6,402,570 â–¼	-37.9%	147,330	0.3%	Medical
IBKR Interactive Brokers Group	$9,929,177	$1,012,489 â–¼	-9.3%	148,042	0.3%	Finance
ETN Eaton	$8,962,495	$332,275 â–¼	-3.6%	25,058	0.2%	Industrials
WPM Wheaton Precious Metals	$8,611,898	$319,183 â–¼	-3.6%	65,672	0.2%	Basic Materials
AWK American Water Works	$8,337,418	$125,747 â–¼	-1.5%	61,264	0.2%	Utilities
PANW Palo Alto Networks	$7,799,728	$1,041,118 â–²	15.4%	48,651	0.2%	Computer and Technology
PLD Prologis	$7,754,340	$204,086 â–¼	-2.6%	58,665	0.2%	Finance
CME CME Group	$7,493,620	$562,642 â–¼	-7.0%	25,372	0.2%	Finance
GLD SPDR Gold Shares	$7,268,889	$253,871 â–¼	-3.4%	16,893	0.2%	Finance
LLY Eli Lilly and Company	$6,648,098	$1,876,331 â–²	39.3%	7,228	0.2%	Medical
ABT Abbott Laboratories	$6,286,587	$228,646 â–¼	-3.5%	61,231	0.2%	Medical
MDLZ Mondelez International	$5,974,617	$96,835 â–²	1.6%	103,654	0.2%	Consumer Staples
ARISTA NETWORKS INC	$5,798,040	$184,907 â–¼	-3.1%	47,223	0.2%	COM SHS
PEP PepsiCo	$5,592,925	$1,075,539 â–¼	-16.1%	36,016	0.2%	Consumer Staples
AMT American Tower	$5,474,410	$3,944,834 â–¼	-41.9%	31,721	0.1%	Finance
RY Royal Bank Of Canada	$5,268,766	$41,208 â–¼	-0.8%	32,604	0.1%	Finance
ACN Accenture	$4,936,430	$403,322 â–¼	-7.6%	24,895	0.1%	Computer and Technology
BUR Burford Capital	$4,759,861	$3,517,961 â–¼	-42.5%	1,051,903	0.1%	Finance
VZ Verizon Communications	$4,569,656	$32,178 â–²	0.7%	91,029	0.1%	Computer and Technology
LHX L3Harris Technologies	$4,527,333	$137,025 â–¼	-2.9%	13,117	0.1%	Aerospace
CRM Salesforce	$4,501,547	$197,124 â–¼	-4.2%	24,115	0.1%	Computer and Technology
ROPER TECHNOLOGIES INC	$4,500,038	$15,720,586 â–¼	-77.7%	12,717	0.1%	COM
EOG EOG Resources	$4,462,008	$4,462,008 â–²	New Holding	30,864	0.1%	Energy
WMB Williams Companies	$4,396,931	$8,370 â–¼	-0.2%	60,414	0.1%	Energy
SLB SLB	$4,246,304	$14,749 â–²	0.3%	82,629	0.1%	Energy
HON Honeywell International	$3,897,887	$1,136,479 â–¼	-22.6%	17,245	0.1%	Multi-Sector Conglomerates
QQQ Invesco QQQ	$3,714,153		0.0%	6,435	0.1%	Finance
BA Boeing	$3,253,543	$1,523,973 â–²	88.1%	16,347	0.1%	Aerospace
SHW Sherwin-Williams	$3,235,632	$39,107 â–¼	-1.2%	10,094	0.1%	Basic Materials
TD Toronto Dominion Bank	$3,175,564	$5,135 â–¼	-0.2%	34,014	0.1%	Finance
CAT Caterpillar	$2,960,654	$101,310 â–¼	-3.3%	4,179	0.1%	Industrials
MLM Martin Marietta Materials	$2,792,698	$287,865 â–¼	-9.3%	4,744	0.1%	Construction
C Citigroup	$2,700,632	$339,209 â–¼	-11.2%	23,813	0.1%	Financial Services
MAGNUM ICE CREAM CO NV	$2,682,213	$3,123,742 â–¼	-53.8%	182,664	0.1%	ORD SHS
MSCI MSCI	$2,674,029	$107,263 â–¼	-3.9%	4,961	0.1%	Finance
MARSH & MCLENNAN COS INC	$2,595,853	$438,655 â–¼	-14.5%	14,966	0.1%	COM
CDNS Cadence Design Systems	$2,581,690	$1,645,546 â–¼	-38.9%	9,291	0.1%	Computer and Technology
CL Colgate-Palmolive	$2,513,774	$119,748 â–¼	-4.5%	29,494	0.1%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$2,314,560		0.0%	3,559	0.1%	Finance
TSLA Tesla	$2,258,381	$8,550 â–¼	-0.4%	6,075	0.1%	Auto/Tires/Trucks
IBM International Business Machines	$2,135,214	$20,603 â–¼	-1.0%	8,809	0.1%	Computer and Technology
URTH iShares MSCI World ETF	$2,076,351	$262,829 â–²	14.5%	11,534	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Evelyn Partners Investment Management LLP Top Holdings and 13F Report (2026)

About Evelyn Partners Investment Management LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Evelyn Partners Investment Management LLP Top Holdings and 13F Report (2026)

About Evelyn Partners Investment Management LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvelyn Partners Investment Management LLP

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools