Evelyn Partners Investment Management Services Ltd Top Holdings and 13F Report (2025) About Evelyn Partners Investment Management Services LtdInvestment ActivityEvelyn Partners Investment Management Services Ltd has $750.61 million in total holdings as of June 30, 2025.Evelyn Partners Investment Management Services Ltd owns shares of 235 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 57.24% of the portfolio was purchased this quarter.About 70.38% of the portfolio was sold this quarter.This quarter, Evelyn Partners Investment Management Services Ltd has purchased 217 new stocks and bought additional shares in 121 stocks.Evelyn Partners Investment Management Services Ltd sold shares of 78 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $67,833,419Amazon.com $51,755,098Visa $42,522,154Alphabet $40,556,267Berkshire Hathaway $36,438,592 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $10,405,250 Holding030420103 - American Water Works $1,425,444 Holding032095101 - Amphenol $741,070 Holding007903107 - Advanced Micro Devices $144,438 Holding115637209 - Brown-Forman $103,936 Holding Largest Purchases this Quarter Microsoft 127,626 shares (about $66.83M)Amazon.com 225,174 shares (about $47.66M)Alphabet 200,696 shares (about $37.81M)Berkshire Hathaway 50,071 shares (about $23.72M)Walt Disney 191,844 shares (about $22.37M) Largest Sales this Quarter Broadcom 2,786,713 shares (about $143.37M)KLA 106,986 shares (about $94.23M)Philip Morris International 20,703 shares (about $51.59M)Stryker 97,894 shares (about $36.98M)Waters 34,222 shares (about $22.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvelyn Partners Investment Management Services Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$67,833,419$66,832,704 ▲6,678.5%129,5379.0%Computer and TechnologyAMZNAmazon.com$51,755,098$47,657,985 ▲1,163.2%244,5326.9%Retail/WholesaleVVisa$42,522,154$8,564,104 ▲25.2%124,4175.7%Business ServicesGOOGLAlphabet$40,556,267$37,811,093 ▲1,377.4%215,2675.4%Computer and TechnologyBRK.BBerkshire Hathaway$36,438,592$23,723,676 ▲186.6%76,9074.9%FinanceSYKStryker$35,892,214$36,983,658 ▼-50.7%95,0054.8%MedicalNVDANVIDIA$32,471,395$15,767,828 ▲94.4%181,9744.3%Computer and TechnologyDISWalt Disney$22,814,525$22,367,053 ▲4,998.5%195,6823.0%Consumer DiscretionaryMETAMeta Platforms$20,037,322$5,391,837 ▲36.8%26,7162.7%Computer and TechnologyADPAutomatic Data Processing$19,639,293$21,736,813 ▼-52.5%31,8722.6%Computer and TechnologyGSThe Goldman Sachs Group$18,775,894$10,818,681 ▲136.0%25,9252.5%FinanceBKNGBooking$18,587,996$13,336,389 ▲253.9%3,4512.5%Retail/WholesaleJNJJohnson & Johnson$18,457,203$1,283,591 ▲7.5%110,3042.5%MedicalTSMTaiwan Semiconductor Manufacturing$18,182,633$11,920,531 ▲190.4%138,0402.4%Computer and TechnologyMCDMcDonald's$17,332,234$17,118,697 ▲8,016.7%57,2232.3%Retail/WholesaleZTSZoetis$16,767,004$5,379,967 ▲47.2%113,7672.2%MedicalAAPLApple$16,584,316$2,730,088 ▼-14.1%85,3672.2%Computer and TechnologyMAMastercard$14,606,816$1,701,694 ▲13.2%26,1031.9%Business ServicesTMOThermo Fisher Scientific$14,386,027$14,362,175 ▲60,213.7%30,7601.9%MedicalMDLZMondelez International$12,770,786$1,836,965 ▲16.8%199,7621.7%Consumer StaplesISRGIntuitive Surgical$12,381,463$21,419,391 ▼-63.4%26,1181.6%MedicalPGProcter & Gamble$11,090,808$9,208,511 ▲489.2%72,7271.5%Consumer StaplesINTUIntuit$11,048,222$21,037,235 ▼-65.6%23,1561.5%Computer and TechnologyARISTA NETWORKS INC$10,405,250$10,405,250 ▲New Holding1,9951.4%COM SHSADBEAdobe$9,807,803$8,895,158 ▲974.7%28,1991.3%Computer and TechnologyCLColgate-Palmolive$9,206,607$9,175,389 ▲29,391.4%110,2981.2%Consumer StaplesPEPPepsiCo$9,018,756$5,990,126 ▲197.8%64,7531.2%Consumer StaplesAZOAutoZone$7,557,229$6,969,334 ▲1,185.5%64,6851.0%Retail/WholesalePYPLPayPal$7,374,431$1,759,217 ▲31.3%109,8861.0%Business ServicesWATWaters$7,109,834$22,091,224 ▼-75.7%11,0140.9%MedicalSPGIS&P Global$7,031,180$2,973,840 ▲73.3%13,9780.9%FinanceKOCocaCola$6,425,354$6,351,179 ▲8,562.4%93,1210.9%Consumer StaplesJPMJPMorgan Chase & Co.$6,187,985$1,649,055 ▲36.3%21,1150.8%FinanceMKCMcCormick & Company, Incorporated$5,826,435$5,333,079 ▲1,081.0%83,3300.8%Consumer StaplesNDAQNasdaq$5,226,122$5,216,054 ▲51,805.7%54,5010.7%FinanceFERGUSON ENTERPRISES INC$4,989,814$9,958,093 ▼-66.6%3,9390.7%COMMON STOCK NEWWMTWalmart$4,485,439$4,478,058 ▲60,672.0%45,5790.6%Retail/WholesaleUNHUnitedHealth Group$3,655,089$4,234,531 ▼-53.7%15,1580.5%MedicalLAM RESEARCH CORP$3,629,353$3,627,812 ▲235,425.0%37,6840.5%COM NEWIEXIDEX$2,917,518$447,707 ▲18.1%13,7630.4%IndustrialsMSCIMSCI$2,773,640$1,702,349 ▲158.9%4,9710.4%FinanceDEDeere & Company$2,617,942$2,507,532 ▲2,271.1%4,2680.3%IndustrialsPANWPalo Alto Networks$2,486,485$2,270,685 ▲1,052.2%14,5410.3%Computer and TechnologyGOOGAlphabet$2,391,694$1,008,269 ▲72.9%12,5910.3%Computer and TechnologyBACBank of America$2,295,259$2,283,844 ▲20,007.2%50,2680.3%FinanceMKC.VMCCORMICK & CO/SH SH$2,244,046$2,133,289 ▲1,926.1%22,5910.3%Consumer GoodsNEENextEra Energy$2,123,316$2,015,549 ▲1,870.3%29,8300.3%UtilitiesTJXTJX Companies$2,111,781$1,973,810 ▲1,430.6%16,7600.3%Retail/WholesaleEAElectronic Arts$1,966,174$1,944,761 ▲9,082.0%12,2120.3%Consumer DiscretionaryCDNSCadence Design Systems$1,928,842$3,902,092 ▼-66.9%5,2990.3%Computer and TechnologyPLDPrologis$1,744,402$6,399 ▼-0.4%16,6280.2%FinanceCOSTCostco Wholesale$1,717,055$1,703,847 ▲12,900.0%1,8200.2%Retail/WholesaleNOCNorthrop Grumman$1,698,905$1,636,038 ▲2,602.4%3,3780.2%AerospaceAMTAmerican Tower$1,663,291$204,106 ▲14.0%5,3540.2%FinanceLLYEli Lilly and Company$1,526,864$58,696 ▼-3.7%2,0030.2%MedicalNEMNewmont$1,526,395$1,075,893 ▲238.8%22,7010.2%Basic MaterialsAPDAir Products and Chemicals$1,452,175$1,207,297 ▲493.0%6,0310.2%Basic MaterialsCMECME Group$1,446,881$873,239 ▲152.2%5,1530.2%FinanceAWKAmerican Water Works$1,425,444$1,425,444 ▲New Holding7,2800.2%UtilitiesNKENIKE$1,308,483$666,347 ▼-33.7%17,7810.2%Consumer DiscretionaryNOWServiceNow$1,272,838$770,402 ▲153.3%1,4060.2%Computer and TechnologyNFLXNetflix$1,249,152$605,123 ▲94.0%1,5090.2%Consumer DiscretionaryXOMExxon Mobil$1,239,481$586,136 ▲89.7%11,3050.2%EnergyHONHoneywell International$1,177,997$1,174,610 ▲34,678.9%6,6080.2%Multi-Sector ConglomeratesSHWSherwin-Williams$1,037,160$799,800 ▲337.0%2,0100.1%Basic MaterialsCRMSalesforce$1,003,278$167,828 ▲20.1%4,6210.1%Computer and TechnologyWMBWilliams Companies$967,987$958,796 ▲10,431.6%14,3230.1%EnergyBLACKROCK INC$943,044$725,838 ▲334.2%8640.1%COMGE VERNOVA INC$796,532$560,013 ▲236.8%2,3170.1%COMGEGE Aerospace$785,721$301,682 ▲62.3%2,9170.1%AerospaceBDXBecton, Dickinson and Company$779,073$463,705 ▲147.0%4,4170.1%MedicalUNPUnion Pacific$774,661$746,787 ▲2,679.2%3,4740.1%TransportationTSLATesla$773,855$538,702 ▲229.1%2,5570.1%Auto/Tires/TrucksAPHAmphenol$741,070$741,070 ▲New Holding7,1260.1%Computer and TechnologyGEHCGE HealthCare Technologies$666,838$233,781 ▲54.0%9,5470.1%MedicalTXNTexas Instruments$646,674$6,837,137 ▼-91.4%2,6590.1%Computer and TechnologyJLLJones Lang LaSalle$576,0040.0%2,2500.1%FinanceHDHome Depot$559,244$186,788 ▲50.2%1,4970.1%Retail/WholesaleABBVAbbVie$552,141$223,006 ▲67.8%2,8250.1%MedicalCSCOCisco Systems$520,941$65,705 ▲14.4%7,6510.1%Computer and TechnologyFCXFreeport-McMoRan$517,354$7,241,284 ▼-93.3%6190.1%Basic MaterialsVZVerizon Communications$516,313$258,951 ▲100.6%12,0210.1%Computer and TechnologyABTAbbott Laboratories$505,716$501,954 ▲13,341.7%4,8390.1%MedicalPFEPfizer$482,117$412,178 ▲589.3%20,7010.1%MedicalMUMicron Technology$456,544$1,549,116 ▼-77.2%1,0200.1%Computer and TechnologyFASTFastenal$390,855$315,691 ▲420.0%5,3040.1%Retail/WholesaleCVXChevron$372,330$14,689,928 ▼-97.5%1850.0%EnergyICEIntercontinental Exchange$367,442$11,609,037 ▼-96.9%690.0%FinanceCATCaterpillar$357,463$335,604 ▲1,535.3%8340.0%IndustrialsDHRDanaher$354,892$349,827 ▲6,906.8%3,0830.0%MedicalROKRockwell Automation$332,458$578,334 ▼-63.5%8870.0%Computer and TechnologyROPRoper Technologies$306,359$14,867,422 ▼-98.0%850.0%Computer and TechnologyTCOMTrip.com Group$288,290$12,723 ▼-4.2%4,6450.0%Consumer DiscretionaryPMPhilip Morris International$264,135$51,588,556 ▼-99.5%1060.0%Consumer StaplesBROBrown & Brown$253,669$245,723 ▲3,092.6%2,5860.0%FinanceEQIXEquinix$226,109$21,071 ▲10.3%2790.0%FinanceMKLMarkel Group$223,898$114,679 ▲105.0%820.0%Multi-Sector ConglomeratesSFStifel Financial$216,050$197,042 ▲1,036.6%2,0800.0%FinanceWMWaste Management$210,239$2,760 ▼-1.3%9140.0%Business ServicesADSKAutodesk$197,987$1,580,329 ▼-88.9%1110.0%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