Evelyn Partners Investment Management Services Ltd 13F Holdings · Q1 2026
Evelyn Partners Investment Management Services Ltd reported 281 securities worth $850.00M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: AZN (11.39%), GOOGL (5.44%), MSFT (5.13%). Among its top 25 positions this quarter: 1 new, 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AZN | ASTRAZENECA PLC | $96.8M | 11.39% | 498,147 | New |
| 2 | GOOGL | ALPHABET INC | $46.3M | 5.44% | 160,848 | Added |
| 3 | MSFT | MICROSOFT CORP | $43.6M | 5.13% | 117,766 | Added |
| 4 | AMZN | AMAZON COM INC | $40.2M | 4.73% | 193,160 | Added |
| 5 | V | VISA INC | $29.1M | 3.42% | 96,281 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $28.1M | 3.31% | 161,309 | Added |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $26.0M | 3.06% | 54,266 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $25.2M | 2.96% | 103,098 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.0M | 2.95% | 74,109 | Trimmed |
| 10 | SYK | STRYKER CORPORATION | $23.1M | 2.71% | 70,182 | Added |
| 11 | CB | CHUBB LTD SWITZ | $22.9M | 2.70% | 70,285 | Added |
| 12 | META | META PLATFORMS INC | $19.5M | 2.30% | 34,145 | Added |
| 13 | BKNG | BOOKING HOLDINGS INC | $19.4M | 2.29% | 4,620 | Added |
| 14 | AAPL | APPLE INC | $16.4M | 1.93% | 64,657 | Added |
| 15 | GS | GOLDMAN SACHS GROUP INC | $14.1M | 1.66% | 16,672 | Trimmed |
| 16 | MCD | MCDONALDS CORP | $13.6M | 1.61% | 43,916 | Trimmed |
| 17 | MA | MASTERCARD INCORPORATED | $13.4M | 1.58% | 26,864 | Added |
| 18 | WPM | WHEATON PRECIOUS METALS CORP | $13.4M | 1.58% | 102,110 | Added |
| 19 | CRH | CRH PLC | $12.7M | 1.49% | 120,667 | Added |
| 20 | ADP | AUTOMATIC DATA PROCESSING IN | $11.9M | 1.40% | 58,379 | Trimmed |
| 21 | ISRG | INTUITIVE SURGICAL INC | $11.0M | 1.30% | 23,884 | Added |
| 22 | ANET | ARISTA NETWORKS INC | $10.5M | 1.24% | 85,717 | Added |
| 23 | FNV | FRANCO NEV CORP | $10.5M | 1.24% | 42,546 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $9.6M | 1.13% | 32,754 | Added |
| 25 | CEF | SPROTT ASSET MANAGEMENT LP | $9.4M | 1.11% | 198,011 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR