Evelyn Partners Investment Management LLP 13F Holdings · Q1 2026
Evelyn Partners Investment Management LLP reported 410 securities worth $3.68B in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: AZN (8.84%), MSFT (7.08%), AMZN (7.03%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AZN | ASTRAZENECA PLC | $325.5M | 8.84% | 1.7M | New |
| 2 | MSFT | MICROSOFT CORP | $260.5M | 7.08% | 703,648 | Added |
| 3 | AMZN | AMAZON COM INC | $258.7M | 7.03% | 1.2M | Added |
| 4 | GOOGL | ALPHABET INC | $258.0M | 7.01% | 897,350 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $151.1M | 4.11% | 866,383 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $148.1M | 4.02% | 438,201 | Trimmed |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $134.9M | 3.66% | 281,451 | Added |
| 8 | V | VISA INC | $106.4M | 2.89% | 351,875 | Trimmed |
| 9 | CRH | CRH PLC | $106.0M | 2.88% | 1.0M | Trimmed |
| 10 | AAPL | APPLE INC | $104.2M | 2.83% | 410,438 | Added |
| 11 | SYK | STRYKER CORPORATION | $87.2M | 2.37% | 265,451 | Trimmed |
| 12 | CB | CHUBB LTD SWITZ | $86.6M | 2.35% | 265,802 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $84.3M | 2.29% | 286,422 | Added |
| 14 | KO | COCA COLA CO | $75.6M | 2.05% | 993,773 | Added |
| 15 | META | META PLATFORMS INC | $68.8M | 1.87% | 120,243 | Added |
| 16 | BKNG | BOOKING HOLDINGS INC | $61.1M | 1.66% | 14,513 | Trimmed |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $53.6M | 1.46% | 109,140 | Added |
| 18 | LIN | LINDE PLC | $44.4M | 1.21% | 89,609 | Trimmed |
| 19 | NEE | NEXTERA ENERGY INC | $43.1M | 1.17% | 463,794 | Added |
| 20 | IEX | IDEX CORP | $38.9M | 1.06% | 205,291 | Added |
| 21 | AZO | AUTOZONE INC | $38.1M | 1.04% | 11,290 | Added |
| 22 | GOOG | ALPHABET INC | $38.3M | 1.04% | 133,490 | Trimmed |
| 23 | CEF | SPROTT ASSET MANAGEMENT LP | $38.1M | 1.03% | 797,590 | Trimmed |
| 24 | NDAQ | NASDAQ INC | $36.3M | 0.99% | 428,067 | Trimmed |
| 25 | BAC | BANK AMERICA CORP | $33.7M | 0.92% | 691,958 | 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