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

About Evelyn Partners Investment Management Services Ltd

Investment Activity

Evelyn Partners Investment Management Services Ltd has $850.00 million in total holdings as of March 31, 2026.
Evelyn Partners Investment Management Services Ltd owns shares of 281 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 19.03% of the portfolio was purchased this quarter.
About 7.09% of the portfolio was sold this quarter.
This quarter, Evelyn Partners Investment Management Services Ltd has purchased 262 new stocks and bought additional shares in 72 stocks.
Evelyn Partners Investment Management Services Ltd sold shares of 67 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

AstraZeneca: $96,792,269
Alphabet: $46,253,451
Microsoft: $43,593,440
Amazon.com: $40,229,433
Visa: $29,099,969

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $96,792,269 Holding
363576109 - Arthur J. Gallagher & Co.: $5,847,660 Holding
866966104 - SUNBELT RENTALS HOLDINGS INC: $2,707,353 Holding
46138E800 - Invesco China Technology ETF: $1,091,088 Holding
003264108 - abrdn Physical Silver Shares ETF: $514,375 Holding

Largest Purchases this Quarter

AstraZeneca: 498,147 shares (about $96.79M)
Arthur J. Gallagher & Co.: 27,000 shares (about $5.85M)
Microsoft: 11,123 shares (about $4.12M)
Intuit: 8,915 shares (about $3.85M)
NVIDIA: 21,821 shares (about $3.81M)

Largest Sales this Quarter

The Goldman Sachs Group: 8,282 shares (about $7.01M)
Walt Disney: 72,419 shares (about $6.98M)
Colgate-Palmolive: 79,794 shares (about $6.80M)
PepsiCo: 40,357 shares (about $6.27M)
Taiwan Semiconductor Manufacturing: 17,712 shares (about $5.99M)

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	$96,792,269	$96,792,269 â–²	New Holding	498,147	11.4%	Medical
GOOGL Alphabet	$46,253,451	$1,124,935 â–²	2.5%	160,848	5.4%	Computer and Technology
MSFT Microsoft	$43,593,440	$4,117,401 â–²	10.4%	117,766	5.1%	Computer and Technology
AMZN Amazon.com	$40,229,433	$2,632,741 â–²	7.0%	193,160	4.7%	Retail/Wholesale
V Visa	$29,099,969	$280,479 â–¼	-1.0%	96,281	3.4%	Business Services
NVDA NVIDIA	$28,132,290	$3,805,582 â–²	15.6%	161,309	3.3%	Computer and Technology
BRK.B Berkshire Hathaway	$26,004,267	$2,208,154 â–²	9.3%	54,266	3.1%	Finance
JNJ Johnson & Johnson	$25,201,275	$1,273,532 â–²	5.3%	103,098	3.0%	Medical
TSM Taiwan Semiconductor Manufacturing	$25,045,137	$5,985,771 â–¼	-19.3%	74,109	2.9%	Computer and Technology
SYK Stryker	$23,061,103	$48,631 â–²	0.2%	70,182	2.7%	Medical
CB Chubb	$22,907,990	$908,041 â–²	4.1%	70,285	2.7%	Finance
META Meta Platforms	$19,535,379	$2,329,141 â–²	13.5%	34,145	2.3%	Computer and Technology
BKNG Booking	$19,441,838	$967,884 â–²	5.2%	4,620	2.3%	Retail/Wholesale
AAPL Apple	$16,409,300	$2,337,913 â–²	16.6%	64,657	1.9%	Computer and Technology
GS The Goldman Sachs Group	$14,104,345	$7,006,489 â–¼	-33.2%	16,672	1.7%	Finance
MCD McDonald's	$13,648,654	$2,527,034 â–¼	-15.6%	43,916	1.6%	Retail/Wholesale
MA Mastercard	$13,422,866	$2,711,655 â–²	25.3%	26,864	1.6%	Business Services
WPM Wheaton Precious Metals	$13,390,195	$724,127 â–²	5.7%	102,110	1.6%	Basic Materials
CRH PLC	$12,684,515	$945,975 â–²	8.1%	120,667	1.5%	ORD
ADP Automatic Data Processing	$11,861,445	$344,390 â–¼	-2.8%	58,379	1.4%	Computer and Technology
ISRG Intuitive Surgical	$11,010,285	$738,045 â–²	7.2%	23,884	1.3%	Medical
ARISTA NETWORKS INC	$10,524,333	$79,193 â–²	0.8%	85,717	1.2%	COM SHS
FNV Franco-Nevada	$10,518,435	$666,766 â–²	6.8%	42,546	1.2%	Basic Materials
JPM JPMorgan Chase & Co.	$9,634,917	$2,711,567 â–²	39.2%	32,754	1.1%	Finance
SPROTT ASSET MANAGEMENT LP	$9,449,085	$215,885 â–²	2.3%	198,011	1.1%	PHYSICAL GOLD AN
TMO Thermo Fisher Scientific	$8,882,439	$5,504,153 â–¼	-38.3%	18,071	1.0%	Medical
INTU Intuit	$8,661,004	$3,854,668 â–²	80.2%	20,031	1.0%	Computer and Technology
LLY Eli Lilly and Company	$8,231,022	$1,333,667 â–²	19.3%	8,949	1.0%	Medical
DIS Walt Disney	$8,221,985	$6,979,743 â–¼	-45.9%	85,308	1.0%	Consumer Discretionary
MDLZ Mondelez International	$7,893,683	$932,269 â–¼	-10.6%	136,948	0.9%	Consumer Staples
KO CocaCola	$6,954,240	$221,382 â–²	3.3%	91,443	0.8%	Consumer Staples
SPGI S&P Global	$6,770,987	$105,059 â–²	1.6%	15,919	0.8%	Finance
TJX TJX Companies	$6,750,200	$1,576,239 â–²	30.5%	42,268	0.8%	Retail/Wholesale
NDAQ Nasdaq	$6,608,092	$1,014,181 â–²	18.1%	77,843	0.8%	Finance
ZTS Zoetis	$6,049,751	$1,919,139 â–¼	-24.1%	51,178	0.7%	Medical
AJG Arthur J. Gallagher & Co.	$5,847,660	$5,847,660 â–²	New Holding	27,000	0.7%	Finance
LINDE PLC	$5,838,070	$1,236,921 â–¼	-17.5%	11,776	0.7%	SHS
QQQ Invesco QQQ	$5,771,800		0.0%	10,000	0.7%	Finance
APH Amphenol	$5,761,434	$3,285,100 â–²	132.7%	45,599	0.7%	Computer and Technology
VT Vanguard Total World Stock ETF	$5,477,749	$372,911 â–¼	-6.4%	39,602	0.6%	ETF
LAM RESEARCH CORP	$5,328,894	$522,185 â–¼	-8.9%	24,941	0.6%	COM NEW
CME CME Group	$5,289,719	$135,566 â–²	2.6%	17,910	0.6%	Finance
WAT Waters	$4,977,727	$131,330 â–¼	-2.6%	16,715	0.6%	Medical
AZO AutoZone	$4,968,714	$111,467 â–¼	-2.2%	1,471	0.6%	Retail/Wholesale
AVGO Broadcom	$4,837,641	$2,152,642 â–²	80.2%	15,630	0.6%	Computer and Technology
ACN Accenture	$4,775,021	$14,277 â–¼	-0.3%	24,081	0.6%	Computer and Technology
IEX IDEX	$4,468,452	$8,530 â–²	0.2%	23,574	0.5%	Industrials
GDX VanEck Gold Miners ETF	$4,363,664	$117,833 â–¼	-2.6%	47,550	0.5%	ETF
GLD SPDR Gold Shares	$4,208,236	$1,085,191 â–¼	-20.5%	9,780	0.5%	Finance
MKC McCormick & Company, Incorporated	$3,751,626		0.0%	74,378	0.4%	Consumer Staples
DBMF iMGP DBi Managed Futures Strategy ETF	$3,634,703	$214,065 â–¼	-5.6%	120,554	0.4%	ETF
FERGUSON ENTERPRISES INC	$3,230,884	$203,869 â–¼	-5.9%	13,851	0.4%	COMMON STOCK NEW
SMURFIT WESTROCK PLC	$3,177,121	$794,091 â–¼	-20.0%	79,727	0.4%	SHS
AEM Agnico Eagle Mines	$3,172,344	$157,348 â–¼	-4.7%	15,625	0.4%	Basic Materials
PG Procter & Gamble	$3,097,805	$1,136,887 â–¼	-26.8%	21,447	0.4%	Consumer Staples
WALMART INC	$2,875,591	$892,331 â–²	45.0%	23,138	0.3%	COM
NEE NextEra Energy	$2,826,896	$459,106 â–²	19.4%	30,436	0.3%	Utilities
NFLX Netflix	$2,795,465	$1,665,222 â–²	147.3%	29,074	0.3%	Consumer Discretionary
SUNBELT RENTALS HOLDINGS INC	$2,707,353	$2,707,353 â–²	New Holding	41,594	0.3%	SHS
PLD Prologis	$2,688,409	$52,872 â–²	2.0%	20,339	0.3%	Finance
VDE Vanguard Energy ETF	$2,662,913	$83,232 â–¼	-3.0%	15,389	0.3%	ETF
GEHC GE HealthCare Technologies	$2,617,146	$1,621,694 â–²	162.9%	36,768	0.3%	Medical
NEM Newmont	$2,604,387	$159,019 â–¼	-5.8%	24,059	0.3%	Basic Materials
VPL Vanguard FTSE Pacific ETF	$2,543,423	$70,463 â–¼	-2.7%	26,025	0.3%	ETF
BAC Bank of America	$2,402,449	$66,593 â–¼	-2.7%	49,281	0.3%	Finance
AVEM Avantis Emerging Markets Equity ETF	$2,363,009	$6,688 â–²	0.3%	29,325	0.3%	ETF
PANW Palo Alto Networks	$2,347,245	$561,922 â–²	31.5%	14,641	0.3%	Computer and Technology
TOTALENERGIES SE	$2,297,717	$643,671 â–²	38.9%	24,581	0.3%	ACT
SGOL abrdn Physical Gold Shares ETF	$2,271,113	$494,434 â–¼	-17.9%	50,899	0.3%	ETF
NOC Northrop Grumman	$2,028,300	$13,645 â–¼	-0.7%	2,973	0.2%	Aerospace
AMT American Tower	$1,901,832	$220,902 â–²	13.1%	11,020	0.2%	Finance
XOM ExxonMobil	$1,826,729		0.0%	10,767	0.2%	Energy
GE GE Aerospace	$1,814,425	$929,630 â–²	105.1%	6,394	0.2%	Aerospace
UNH UnitedHealth Group	$1,782,376	$36,800 â–²	2.1%	6,587	0.2%	Medical
PEP PepsiCo	$1,701,823	$6,267,038 â–¼	-78.6%	10,959	0.2%	Consumer Staples
URA Global X Uranium ETF	$1,667,106	$60,731 â–²	3.8%	34,423	0.2%	ETF
BARRICK MNG CORP	$1,549,664		0.0%	37,968	0.2%	COM SHS
ROPER TECHNOLOGIES INC	$1,549,199	$2,283,105 â–¼	-59.6%	4,378	0.2%	COM
GOOG Alphabet	$1,522,366	$22,949 â–²	1.5%	5,307	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$1,467,203	$144,452 â–²	10.9%	5,109	0.2%	ETF
MKC.V MCCORMICK & CO/SH SH	$1,456,536		0.0%	28,911	0.2%	Consumer Goods
ETN Eaton	$1,375,956	$47,212 â–²	3.6%	3,847	0.2%	Industrials
RACE Ferrari	$1,335,139	$685,685 â–²	105.6%	3,943	0.2%	Auto/Tires/Trucks
NOW ServiceNow	$1,305,830	$230,637 â–²	21.5%	12,490	0.2%	Computer and Technology
CDNS Cadence Design Systems	$1,206,234	$13,616 â–²	1.1%	4,341	0.1%	Computer and Technology
MAGNUM ICE CREAM CO NV	$1,126,091	$625,900 â–¼	-35.7%	76,689	0.1%	ORD SHS
CQQQ Invesco China Technology ETF	$1,091,088	$1,091,088 â–²	New Holding	23,709	0.1%	ETF
MU Micron Technology	$1,033,115		0.0%	3,058	0.1%	Computer and Technology
MSCI MSCI	$1,027,892	$12,397 â–²	1.2%	1,907	0.1%	Finance
PYPL PayPal	$936,759	$1,107,050 â–¼	-54.2%	20,711	0.1%	Business Services
CL Colgate-Palmolive	$887,926	$6,800,842 â–¼	-88.5%	10,418	0.1%	Consumer Staples
BLACKROCK INC	$872,271	$53,856 â–²	6.6%	907	0.1%	COM
SLB SLB	$853,434	$159,977 â–¼	-15.8%	16,607	0.1%	Energy
DE Deere & Company	$817,348	$42,247 â–¼	-4.9%	1,451	0.1%	Industrials
COST Costco Wholesale	$810,098	$183,343 â–¼	-18.5%	813	0.1%	Retail/Wholesale
CP Canadian Pacific Kansas City	$793,417	$402,766 â–¼	-33.7%	10,086	0.1%	Transportation
RY Royal Bank Of Canada	$739,799		0.0%	4,578	0.1%	Finance
JLL Jones Lang LaSalle	$674,069	$10,651 â–¼	-1.6%	2,215	0.1%	Finance
TXN Texas Instruments	$530,779	$18,443 â–¼	-3.4%	2,734	0.1%	Computer and Technology
ABBV AbbVie	$524,151		0.0%	2,410	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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

About Evelyn Partners Investment Management Services Ltd

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 Services Ltd Top Holdings and 13F Report (2026)

About Evelyn Partners Investment Management Services Ltd

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 Services Ltd

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