Evelyn Partners Investment Management Llp Portfolio Stock Holdings
Evelyn Partners Investment Management Llp disclosed 410 stock positions valued at approximately $3.7 billion in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, AMAZON COM INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 410
- Portfolio Value
- $3.7B
Holdings by Sector
Evelyn Partners Investment Management Llp Portfolio Holdings in Q1 2026
393 holdings in the latest reporting period.
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| 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 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.78% | 62,473 | +8,874 | +16.56% | $28,799,428 |
| WALMART INC | WMT | Consumer Defensive | 0.75% | 222,464 | -14,772 | -6.23% | $27,647,826 |
| ZOETIS INC | ZTS | Healthcare | 0.74% | 231,709 | -71,605 | -23.61% | $27,390,321 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.70% | 95,509 | -71,430 | -42.79% | $25,843,780 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.70% | 126,725 | -4,650 | -3.54% | $25,728,977 |
| SMURFIT WESTROCK PLC | SW | Other | 0.65% | 603,376 | -87,647 | -12.68% | $24,044,534 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.63% | 395,226 | +45,683 | +13.07% | $23,231,384 |
| CHEVRON CORPORATION | CVX | Energy | 0.56% | 100,111 | -3,618 | -3.49% | $20,712,966 |
| NETFLIX INC. | NFLX | Communication Services | 0.54% | 207,610 | +18,279 | +9.65% | $19,961,702 |
| NEWMONT CORP | NEM | Basic Materials | 0.53% | 178,759 | -8,205 | -4.39% | $19,350,662 |
| AMPHENOL CORP | APH | Technology | 0.52% | 150,010 | +44,876 | +42.68% | $18,953,764 |
| DANAHER CORP DEL | DHR | Healthcare | 0.51% | 99,678 | -21,914 | -18.02% | $18,898,949 |
| BROADCOM INC | AVGO | Technology | 0.50% | 59,969 | +32,470 | +118.08% | $18,561,005 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.50% | 58,788 | -4,533 | -7.16% | $18,270,723 |
| INTUIT | INTU | Technology | 0.44% | 37,843 | +12,237 | +47.79% | $16,362,556 |
| EXXON MOBIL CORP | XOM | Energy | 0.44% | 95,705 | +26,428 | +38.15% | $16,237,310 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.43% | 110,666 | -17,376 | -13.57% | $15,984,597 |
| FERRARI N V | RACE | Other | 0.43% | 46,583 | -19,945 | -29.98% | $15,773,470 |
| MARKEL GROUP INC | MKL | Financial Services | 0.40% | 7,772 | +121 | +1.58% | $14,876,152 |
| BLACKSTONE INC | BX | Financial Services | 0.40% | 126,850 | -26,183 | -17.11% | $14,586,482 |
| CISCO SYS INC | CSCO | Technology | 0.34% | 161,461 | +10,518 | +6.97% | $12,527,759 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.31% | 48,678 | -915 | -1.85% | $11,354,630 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.31% | 11,277 | +353 | +3.23% | $11,236,741 |
| DISNEY WALT CO | DIS | Communication Services | 0.29% | 111,068 | -2,941 | -2.58% | $10,704,734 |
| DEERE & CO | DE | Industrials | 0.29% | 18,992 | -341 | -1.76% | $10,698,194 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.29% | 168,771 | +26,883 | +18.95% | $10,590,380 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.28% | 147,330 | -89,949 | -37.91% | $10,486,949 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.27% | 148,042 | -15,096 | -9.25% | $9,929,177 |
| EATON CORP PLC | ETN | Other | 0.24% | 25,058 | -929 | -3.57% | $8,962,495 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 0.23% | 65,672 | -2,434 | -3.57% | $8,611,898 |
| AMERICAN WTR WKS CO INC NEW | AWK | Utilities | 0.23% | 61,264 | -924 | -1.49% | $8,337,418 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.21% | 48,651 | +6,494 | +15.40% | $7,799,728 |
| PROLOGIS INC. | PLD | Real Estate | 0.21% | 58,665 | -1,544 | -2.56% | $7,754,340 |
| CME GROUP INC | CME | Financial Services | 0.20% | 25,372 | -1,905 | -6.98% | $7,493,620 |
| SPDR GOLD TR | GLD | Other | 0.20% | 16,893 | -590 | -3.37% | $7,268,889 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 7,228 | +2,040 | +39.32% | $6,648,098 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.17% | 61,231 | -2,227 | -3.51% | $6,286,587 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.16% | 103,654 | +1,680 | +1.65% | $5,974,617 |
| ARISTA NETWORKS INC | ANET | Other | 0.16% | 47,223 | -1,506 | -3.09% | $5,798,040 |
| PEPSICO INC | PEP | Consumer Defensive | 0.15% | 36,016 | -6,926 | -16.13% | $5,592,925 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.15% | 31,721 | -22,858 | -41.88% | $5,474,410 |
| ROYAL BK CDA | RY | Financial Services | 0.14% | 32,604 | -255 | -0.78% | $5,268,766 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.13% | 24,895 | -2,034 | -7.55% | $4,936,430 |
| BURFORD CAPITAL LIMITED | BUR | Other | 0.13% | 1,051,903 | -777,450 | -42.50% | $4,759,861 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.12% | 91,029 | +641 | +0.71% | $4,569,656 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.12% | 13,117 | -397 | -2.94% | $4,527,333 |
| SALESFORCE INC | CRM | Technology | 0.12% | 24,115 | -1,056 | -4.20% | $4,501,547 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.12% | 12,717 | -44,426 | -77.75% | $4,500,038 |
| EOG RES INC | EOG | Energy | 0.12% | 30,864 | +30,864 | +100.00% | $4,462,008 |
| WILLIAMS COS INC | WMB | Energy | 0.12% | 60,414 | -115 | -0.19% | $4,396,931 |
| SLB LIMITED | SLB | Energy | 0.12% | 82,629 | +287 | +0.35% | $4,246,304 |
| HONEYWELL INTL INC | HON | Industrials | 0.11% | 17,245 | -5,028 | -22.57% | $3,897,887 |
| INVESCO QQQ TR | QQQ | Other | 0.10% | 6,435 | - | - | $3,714,153 |
| BOEING CO | BA | Industrials | 0.09% | 16,347 | +7,657 | +88.11% | $3,253,543 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.09% | 10,094 | -122 | -1.19% | $3,235,632 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 0.09% | 34,014 | -55 | -0.16% | $3,175,564 |
| CATERPILLAR INC | CAT | Industrials | 0.08% | 4,179 | -143 | -3.31% | $2,960,654 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.08% | 4,744 | -489 | -9.34% | $2,792,698 |
| CITIGROUP INC | C | Financial Services | 0.07% | 23,813 | -2,991 | -11.16% | $2,700,632 |
| MSCI INC | MSCI | Financial Services | 0.07% | 4,961 | -199 | -3.86% | $2,674,029 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.07% | 14,966 | -2,529 | -14.46% | $2,595,853 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.07% | 9,291 | -5,922 | -38.93% | $2,581,690 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.07% | 29,494 | -1,405 | -4.55% | $2,513,774 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.06% | 3,559 | - | - | $2,314,560 |
| TESLA INC | TSLA | Consumer Cyclical | 0.06% | 6,075 | -23 | -0.38% | $2,258,381 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.06% | 8,809 | -85 | -0.96% | $2,135,214 |
| ISHARES INC | URTH | Other | 0.06% | 11,534 | +1,460 | +14.49% | $2,076,351 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.06% | 5,771 | +3,418 | +145.26% | $2,071,096 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.06% | 25,993 | -2,828 | -9.81% | $2,044,743 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.06% | 5,185 | -50 | -0.96% | $2,024,276 |
| ISHARES TR | STIP | Other | 0.05% | 18,825 | - | - | $1,947,070 |