Evelyn Partners Investment Management Services Ltd Portfolio Stock Holdings
According to the SEC 13F filed on May 15, 2026, Evelyn Partners Investment Management Services Ltd disclosed 277 stock positions valued at approximately $850.00M as of quarter-end March 31, 2026. The largest holdings include ALPHABET INC, MICROSOFT CORP, and AMAZON COM INC.
- Report Period
- March 31, 2026
- No. of Stocks
- 277
- Portfolio Value
- $850.00M
Holdings by Sector
Evelyn Partners Investment Management Services Ltd Portfolio Holdings in Q1 2026
| 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 |
Showing 30 of 277 holdings in the latest reporting period.