Evelyn Partners Investment Management Llp Portfolio Stock Holdings
According to the SEC 13F filed on May 15, 2026, Evelyn Partners Investment Management Llp disclosed 402 stock positions valued at approximately $3.68B as of quarter-end March 31, 2026. The largest holdings include MICROSOFT CORP, AMAZON COM INC, and ALPHABET INC.
- Report Period
- March 31, 2026
- No. of Stocks
- 402
- Portfolio Value
- $3.68B
Holdings by Sector
Evelyn Partners Investment Management Llp Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 7.08% | 703,648 | +31,118 | +4.63% | $260,469,380 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.03% | 1,242,299 | +23,119 | +1.90% | $258,733,613 |
| ALPHABET INC | GOOGL | Communication Services | 7.01% | 897,350 | -28,211 | -3.05% | $258,041,966 |
| NVIDIA CORPORATION | NVDA | Technology | 4.11% | 866,383 | +25,980 | +3.09% | $151,097,195 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.02% | 438,201 | -12,048 | -2.68% | $148,090,028 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.66% | 281,451 | +2,267 | +0.81% | $134,871,319 |
| VISA INC | V | Financial Services | 2.89% | 351,875 | -10,181 | -2.81% | $106,350,700 |
| CRH PLC | CRH | Other | 2.88% | 1,008,537 | -27,324 | -2.64% | $106,017,409 |
| APPLE INC | AAPL | Technology | 2.83% | 410,438 | +18,493 | +4.72% | $104,165,060 |
| STRYKER CORPORATION | SYK | Healthcare | 2.37% | 265,451 | -1,863 | -0.70% | $87,224,544 |
| CHUBB LTD SWITZ | CB | Financial Services | 2.35% | 265,802 | +899 | +0.34% | $86,632,846 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.29% | 286,422 | +15,530 | +5.73% | $84,253,896 |
| COCA COLA CO | KO | Consumer Defensive | 2.05% | 993,773 | +23,903 | +2.46% | $75,576,437 |
| META PLATFORMS INC | META | Communication Services | 1.87% | 120,243 | +12,786 | +11.90% | $68,794,628 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.66% | 14,513 | -1,357 | -8.55% | $61,073,461 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.46% | 109,140 | +4,783 | +4.58% | $53,645,584 |
| LINDE PLC | LIN | Other | 1.21% | 89,609 | -770 | -0.85% | $44,424,558 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.17% | 463,794 | +58,179 | +14.34% | $43,077,187 |
| IDEX CORP | IEX | Industrials | 1.06% | 205,291 | +19,932 | +10.75% | $38,912,909 |
| ALPHABET INC | GOOG | Communication Services | 1.04% | 133,490 | -4,102 | -2.98% | $38,292,941 |
| AUTOZONE INC | AZO | Consumer Cyclical | 1.04% | 11,290 | +825 | +7.88% | $38,135,136 |
| SPROTT ASSET MANAGEMENT LP | CEF | Other | 1.03% | 797,590 | -13,941 | -1.72% | $38,060,995 |
| NASDAQ INC | NDAQ | Financial Services | 0.99% | 428,067 | -2,177 | -0.51% | $36,338,608 |
| BANK AMERICA CORP | BAC | Financial Services | 0.92% | 691,958 | +49,336 | +7.68% | $33,732,953 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.91% | 78,907 | -1,546 | -1.92% | $33,562,303 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.91% | 39,470 | -2,259 | -5.41% | $33,391,225 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.90% | 135,066 | -2,708 | -1.97% | $33,015,533 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.88% | 64,591 | -6,975 | -9.75% | $32,273,539 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.83% | 191,584 | -7,217 | -3.63% | $30,595,965 |
| SUNBELT RENTALS HOLDINGS INC | SUNB | Other | 0.79% | 444,828 | +444,828 | +100.00% | $28,953,855 |
Showing 30 of 402 holdings in the latest reporting period.