Evelyn Partners Investment Management Services Ltd Portfolio Stock Holdings
Evelyn Partners Investment Management Services Ltd disclosed 281 stock positions valued at approximately $850.0 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, MICROSOFT CORP, and AMAZON COM 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
- 281
- Portfolio Value
- $850.0M
Holdings by Sector
Evelyn Partners Investment Management Services Ltd Portfolio Holdings in Q1 2026
274 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 5.44% | 160,848 | +3,912 | +2.49% | $46,253,451 |
| MICROSOFT CORP | MSFT | Technology | 5.13% | 117,766 | +11,123 | +10.43% | $43,593,440 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.73% | 193,160 | +12,641 | +7.00% | $40,229,433 |
| VISA INC | V | Financial Services | 3.42% | 96,281 | -928 | -0.95% | $29,099,969 |
| NVIDIA CORPORATION | NVDA | Technology | 3.31% | 161,309 | +21,821 | +15.64% | $28,132,290 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.06% | 54,266 | +4,608 | +9.28% | $26,004,267 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.96% | 103,098 | +5,210 | +5.32% | $25,201,275 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.95% | 74,109 | -17,712 | -19.29% | $25,045,137 |
| STRYKER CORPORATION | SYK | Healthcare | 2.71% | 70,182 | +148 | +0.21% | $23,061,103 |
| CHUBB LTD SWITZ | CB | Financial Services | 2.70% | 70,285 | +2,786 | +4.13% | $22,907,990 |
| META PLATFORMS INC | META | Communication Services | 2.30% | 34,145 | +4,071 | +13.54% | $19,535,379 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 2.29% | 4,620 | +230 | +5.24% | $19,441,838 |
| APPLE INC | AAPL | Technology | 1.93% | 64,657 | +9,212 | +16.61% | $16,409,300 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.66% | 16,672 | -8,282 | -33.19% | $14,104,345 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.61% | 43,916 | -8,131 | -15.62% | $13,648,654 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.58% | 26,864 | +5,427 | +25.32% | $13,422,866 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 1.58% | 102,110 | +5,522 | +5.72% | $13,390,195 |
| CRH PLC | CRH | Other | 1.49% | 120,667 | +8,999 | +8.06% | $12,684,515 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 1.40% | 58,379 | -1,695 | -2.82% | $11,861,445 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.30% | 23,884 | +1,601 | +7.18% | $11,010,285 |
| ARISTA NETWORKS INC | ANET | Other | 1.24% | 85,717 | +645 | +0.76% | $10,524,333 |
| FRANCO NEV CORP | FNV | Basic Materials | 1.24% | 42,546 | +2,697 | +6.77% | $10,518,435 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.13% | 32,754 | +9,218 | +39.17% | $9,634,917 |
| SPROTT ASSET MANAGEMENT LP | CEF | Other | 1.11% | 198,011 | +4,524 | +2.34% | $9,449,085 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.04% | 18,071 | -11,198 | -38.26% | $8,882,439 |
| INTUIT | INTU | Technology | 1.02% | 20,031 | +8,915 | +80.20% | $8,661,004 |
| ELI LILLY & CO | LLY | Healthcare | 0.97% | 8,949 | +1,450 | +19.34% | $8,231,022 |
| DISNEY WALT CO | DIS | Communication Services | 0.97% | 85,308 | -72,419 | -45.91% | $8,221,985 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.93% | 136,948 | -16,174 | -10.56% | $7,893,683 |
| COCA COLA CO | KO | Consumer Defensive | 0.82% | 91,443 | +2,911 | +3.29% | $6,954,240 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.80% | 15,919 | +247 | +1.58% | $6,770,987 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.79% | 42,268 | +9,870 | +30.46% | $6,750,200 |
| NASDAQ INC | NDAQ | Financial Services | 0.78% | 77,843 | +11,947 | +18.13% | $6,608,092 |
| ZOETIS INC | ZTS | Healthcare | 0.71% | 51,178 | -16,235 | -24.08% | $6,049,751 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.69% | 27,000 | +27,000 | +100.00% | $5,847,660 |
| LINDE PLC | LIN | Other | 0.69% | 11,776 | -2,495 | -17.48% | $5,838,070 |
| INVESCO QQQ TR | QQQ | Other | 0.68% | 10,000 | - | - | $5,771,800 |
| AMPHENOL CORP | APH | Technology | 0.68% | 45,599 | +26,000 | +132.66% | $5,761,434 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.64% | 39,602 | -2,696 | -6.37% | $5,477,749 |
| LAM RESEARCH CORP | LRCX | Other | 0.63% | 24,941 | -2,444 | -8.92% | $5,328,894 |
| CME GROUP INC | CME | Financial Services | 0.62% | 17,910 | +459 | +2.63% | $5,289,719 |
| WATERS CORP | WAT | Healthcare | 0.59% | 16,715 | -441 | -2.57% | $4,977,727 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.58% | 1,471 | -33 | -2.19% | $4,968,714 |
| BROADCOM INC | AVGO | Technology | 0.57% | 15,630 | +6,955 | +80.17% | $4,837,641 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.56% | 24,081 | -72 | -0.30% | $4,775,021 |
| IDEX CORP | IEX | Industrials | 0.53% | 23,574 | +45 | +0.19% | $4,468,452 |
| VANECK ETF TRUST | GDX | Other | 0.51% | 47,550 | -1,284 | -2.63% | $4,363,664 |
| SPDR GOLD TR | GLD | Other | 0.50% | 9,780 | -2,522 | -20.50% | $4,208,236 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 0.44% | 74,378 | - | - | $3,751,626 |
| LITMAN GREGORY FDS TR | DBMF | Other | 0.43% | 120,554 | -7,100 | -5.56% | $3,634,703 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.38% | 13,851 | -874 | -5.94% | $3,230,884 |
| SMURFIT WESTROCK PLC | SW | Other | 0.37% | 79,727 | -19,927 | -20.00% | $3,177,121 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.37% | 15,625 | -775 | -4.73% | $3,172,344 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.36% | 21,447 | -7,871 | -26.85% | $3,097,805 |
| WALMART INC | WMT | Consumer Defensive | 0.34% | 23,138 | +7,180 | +44.99% | $2,875,591 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.33% | 30,436 | +4,943 | +19.39% | $2,826,896 |
| NETFLIX INC. | NFLX | Communication Services | 0.33% | 29,074 | +17,319 | +147.33% | $2,795,465 |
| PROLOGIS INC. | PLD | Real Estate | 0.32% | 20,339 | +400 | +2.01% | $2,688,409 |
| VANGUARD WORLD FD | VDE | Other | 0.31% | 15,389 | -481 | -3.03% | $2,662,913 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.31% | 36,768 | +22,783 | +162.91% | $2,617,146 |
| NEWMONT CORP | NEM | Basic Materials | 0.31% | 24,059 | -1,469 | -5.75% | $2,604,387 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.30% | 26,025 | -721 | -2.70% | $2,543,423 |
| BANK AMERICA CORP | BAC | Financial Services | 0.28% | 49,281 | -1,366 | -2.70% | $2,402,449 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.28% | 29,325 | +83 | +0.28% | $2,363,009 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.28% | 14,641 | +3,505 | +31.47% | $2,347,245 |
| ETFS GOLD TR | SGOL | Other | 0.27% | 50,899 | -11,081 | -17.88% | $2,271,113 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.24% | 2,973 | -20 | -0.67% | $2,028,300 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.22% | 11,020 | +1,280 | +13.14% | $1,901,832 |
| EXXON MOBIL CORP | XOM | Energy | 0.21% | 10,767 | - | - | $1,826,729 |
| GE AEROSPACE | GE | Industrials | 0.21% | 6,394 | +3,276 | +105.07% | $1,814,425 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.21% | 6,587 | +136 | +2.11% | $1,782,376 |
| PEPSICO INC | PEP | Consumer Defensive | 0.20% | 10,959 | -40,357 | -78.64% | $1,701,823 |
| GLOBAL X FDS | URA | Other | 0.20% | 34,423 | +1,254 | +3.78% | $1,667,106 |
| BARRICK MNG CORP | B | Other | 0.18% | 37,968 | - | - | $1,549,664 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.18% | 4,378 | -6,452 | -59.58% | $1,549,199 |
| ALPHABET INC | GOOG | Communication Services | 0.18% | 5,307 | +80 | +1.53% | $1,522,366 |
| VANGUARD INDEX FDS | VO | Other | 0.17% | 5,109 | +503 | +10.92% | $1,467,203 |
| MCCORMICK & CO INC | MKC-V | Consumer Defensive | 0.17% | 28,911 | - | - | $1,456,536 |
| EATON CORP PLC | ETN | Other | 0.16% | 3,847 | +132 | +3.55% | $1,375,956 |
| FERRARI N V | RACE | Other | 0.16% | 3,943 | +2,025 | +105.58% | $1,335,139 |
| SERVICENOW INC | NOW | Technology | 0.15% | 12,490 | +2,206 | +21.45% | $1,305,830 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.14% | 4,341 | +49 | +1.14% | $1,206,234 |
| INVESCO EXCH TRADED FD TR II | CQQQ | Other | 0.13% | 23,709 | +23,709 | +100.00% | $1,091,088 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.12% | 3,058 | - | - | $1,033,115 |
| MSCI INC | MSCI | Financial Services | 0.12% | 1,907 | +23 | +1.22% | $1,027,892 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.11% | 20,711 | -24,476 | -54.17% | $936,759 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.10% | 10,418 | -79,794 | -88.45% | $887,926 |
| BLACKROCK INC | BLK | Other | 0.10% | 907 | +56 | +6.58% | $872,271 |
| SLB LIMITED | SLB | Energy | 0.10% | 16,607 | -3,113 | -15.79% | $853,434 |
| DEERE & CO | DE | Industrials | 0.10% | 1,451 | -75 | -4.91% | $817,348 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.10% | 813 | -184 | -18.46% | $810,098 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.09% | 10,086 | -5,120 | -33.67% | $793,417 |
| ROYAL BK CDA | RY | Financial Services | 0.09% | 4,578 | - | - | $739,799 |
| JONES LANG LASALLE INC | JLL | Real Estate | 0.08% | 2,215 | -35 | -1.56% | $674,069 |
| TEXAS INSTRS INC | TXN | Technology | 0.06% | 2,734 | -95 | -3.36% | $530,779 |
| ABBVIE INC | ABBV | Healthcare | 0.06% | 2,410 | - | - | $524,151 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.06% | 7,183 | +7,183 | +100.00% | $514,375 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.06% | 7,845 | +6,130 | +357.43% | $492,274 |
| ADOBE INC | ADBE | Technology | 0.06% | 1,979 | -1,388 | -41.22% | $481,055 |
| UBS GROUP AG | UBS | Other | 0.06% | 12,109 | - | - | $473,280 |