Evelyn Partners Investment Management (Europe) Ltd Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$133.0B
Holdings
95
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (95 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 23,257 | $19.1B | 14.39% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,986 | $13.8B | 10.41% | |
| 3 | GOOGLALPHABET INC | 26,836 | $10.3B | 7.75% | |
| 4 | MAMASTERCARD INCORPORATED | 8,371 | $9.8B | 7.40% | |
| 5 | AMZNAMAZON COM INC | 11,206 | $7.1B | 5.34% | |
| 6 | AAPLAPPLE INC | 23,082 | $6.3B | 4.73% | |
| 7 | VVISA INC | 3,717 | $5.2B | 3.94% | |
| 8 | BXBLACKSTONE INC | 30,260 | $4.4B | 3.33% | |
| 9 | JPMJPMORGAN CHASE & CO. | 5,986 | $4.2B | 3.18% | |
| 10 | NVDANVIDIA CORPORATION | 7,484 | $4.1B | 3.10% | |
| 11 | NFLXNETFLIX INC | 2,463 | $3.7B | 2.75% | |
| 12 | MCDMCDONALDS CORP | 6,409 | $3.4B | 2.56% | |
| 13 | GSGOLDMAN SACHS GROUP INC | 2,055 | $2.9B | 2.19% | |
| 14 | JNJJOHNSON & JOHNSON | 11,882 | $2.9B | 2.17% | |
| 15 | SYKSTRYKER CORPORATION | 1,050 | $2.8B | 2.13% | |
| 16 | BKNGBOOKING HOLDINGS INC | 412 | $2.2B | 1.69% | |
| 17 | COSTCOSTCO WHSL CORP NEW | 1,987 | $1.9B | 1.41% | |
| 18 | BACBANK AMERICA CORP | 20,763 | $1.8B | 1.33% | |
| 19 | NDAQNASDAQ INC | 9,013 | $1.6B | 1.17% | |
| 20 | CRMSALESFORCE INC | 4,850 | $1.5B | 1.11% | |
| 21 | DISDISNEY WALT CO | 3,065 | $1.4B | 1.05% | |
| 22 | UNHUNITEDHEALTH GROUP INC | 1,377 | $1.3B | 1.01% | |
| 23 | METAMETA PLATFORMS INC | 1,233 | $1.3B | 0.98% | |
| 24 | PGPROCTER AND GAMBLE CO | 2,216 | $1.2B | 0.93% | |
| 25 | GEHCGE HEALTHCARE TECHNOLOGIES I | 2,842 | $1.2B | 0.89% | |
| 26 | TMOTHERMO FISHER SCIENTIFIC INC | 2,417 | $1.1B | 0.85% | |
| 27 | GOOGALPHABET INC | 6,700 | $1.1B | 0.80% | |
| 28 | ZTSZOETIS INC | 975 | $1.1B | 0.80% | |
| 29 | ADBEADOBE INC | 2,872 | $999.0M | 0.75% | |
| 30 | CLCOLGATE PALMOLIVE CO | 8,256 | $823.2M | 0.62% | |
| 31 | HONHONEYWELL INTL INC | 3,309 | $771.0M | 0.58% | |
| 32 | CDNSCADENCE DESIGN SYSTEM INC | 192 | $680.9M | 0.51% | |
| 33 | PANWPALO ALTO NETWORKS INC | 610 | $664.9M | 0.50% | |
| 34 | DHRDANAHER CORPORATION | 3,192 | $630.2M | 0.47% | |
| 35 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,591 | $604.7M | 0.45% | |
| 36 | LHXL3HARRIS TECHNOLOGIES INC | 1,327 | $558.3M | 0.42% | |
| 37 | KOCOCA COLA CO | 6,503 | $549.0M | 0.41% | |
| 38 | SPGIS&P GLOBAL INC | 1,076 | $541.8M | 0.41% | |
| 39 | ISRGINTUITIVE SURGICAL INC | 934 | $536.4M | 0.40% | |
| 40 | PEPPEPSICO INC | 2,681 | $530.2M | 0.40% | |
| 41 | MIGAMICROSTRATEGY INC | 6,308 | $485.0M | 0.36% | |
| 42 | WMTWALMART INC | 4,481 | $437.9M | 0.33% | |
| 43 | MKLMARKEL GROUP INC | 238 | $435.8M | 0.33% | |
| 44 | MDLZMONDELEZ INTL INC | 6,535 | $405.9M | 0.31% | |
| 45 | XOMEXXON MOBIL CORP | 2,905 | $344.8M | 0.26% | |
| 46 | ABBVABBVIE INC | 1,760 | $326.5M | 0.25% | |
| 47 | BDXBECTON DICKINSON & CO | 1,017 | $298.8M | 0.22% | |
| 48 | TRVCCITIGROUP INC | 2,730 | $298.2M | 0.22% | |
| 49 | MARMARRIOTT INTL INC NEW | 870 | $273.1M | 0.21% | |
| 50 | AMTAMERICAN TOWER CORP NEW | 1,058 | $233.7M | 0.18% | |
| 51 | CVXCHEVRON CORP NEW | 1,410 | $207.5M | 0.16% | |
| 52 | KMBKIMBERLY-CLARK CORP | 1,560 | $201.1M | 0.15% | |
| 53 | ULUNILEVER PLC | 2,800 | $171.2M | 0.13% | |
| 54 | FERGFERGUSON ENTERPRISES INC | 401 | $154.4M | 0.12% | |
| 55 | 4I1PHILIP MORRIS INTL INC | 1,270 | $149.3M | 0.11% | |
| 56 | WFCWELLS FARGO CO NEW | 1,788 | $143.1M | 0.11% | |
| 57 | BLKBLACKROCK INC | 135 | $141.6M | 0.11% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 470 | $138.4M | 0.10% | |
| 59 | NEMNEWMONT CORP | 1,665 | $131.4M | 0.10% | |
| 60 | RBLXROBLOX CORP | 1,000 | $105.3M | 0.08% | |
| 61 | ABTABBOTT LABS | 425 | $91.7M | 0.07% | |
| 62 | CATCATERPILLAR INC | 200 | $77.6M | 0.06% | |
| 63 | FDXFEDEX CORP | 338 | $76.8M | 0.06% | |
| 64 | APDAIR PRODS & CHEMS INC | 270 | $76.1M | 0.06% | |
| 65 | NEENEXTERA ENERGY INC | 1,229 | $75.6M | 0.06% | |
| 66 | KDPKEURIG DR PEPPER INC | 2,225 | $73.5M | 0.06% | |
| 67 | NKENIKE INC | 997 | $70.8M | 0.05% | |
| 68 | OXYOCCIDENTAL PETE CORP | 1,641 | $68.9M | 0.05% | |
| 69 | CMECME GROUP INC | 195 | $53.7M | 0.04% | |
| 70 | SBUXSTARBUCKS CORP | 580 | $53.1M | 0.04% | |
| 71 | MOALTRIA GROUP INC | 678 | $39.7M | 0.03% | |
| 72 | DPZDOMINOS PIZZA INC | 81 | $36.5M | 0.03% | |
| 73 | BACVERIZON COMMUNICATIONS INC | 924 | $33.1M | 0.02% | |
| 74 | PYPLPAYPAL HLDGS INC | 440 | $30.9M | 0.02% | |
| 75 | LVSLAS VEGAS SANDS CORP | 690 | $30.0M | 0.02% | |
| 76 | IEXIDEX CORP | 170 | $29.8M | 0.02% | |
| 77 | COINCOINBASE GLOBAL INC | 75 | $29.1M | 0.02% | |
| 78 | ELLAUDER ESTEE COS INC | 317 | $25.6M | 0.02% | |
| 79 | UPSUNITED PARCEL SERVICE INC | 250 | $25.2M | 0.02% | |
| 80 | VLTOVERALTO CORP | 210 | $24.4M | 0.02% | |
| 81 | VMCVULCAN MATLS CO | 67 | $17.5M | 0.01% | |
| 82 | NIONIO INC | 3,447 | $17.2M | 0.01% | |
| 83 | PFEPFIZER INC | 625 | $15.1M | 0.01% | |
| 84 | AMDADVANCED MICRO DEVICES INC | 46 | $14.2M | 0.01% | |
| 85 | TMUST-MOBILE US INC | 40 | $9.5M | 0.01% | |
| 86 | INTUINTUIT | 20 | $7.9M | 0.01% | |
| 87 | MRKMERCK & CO INC | 88 | $6.9M | 0.01% | |
| 88 | RIOTRIOT PLATFORMS INC | 600 | $6.8M | 0.01% | |
| 89 | BABAALIBABA GROUP HLDG LTD | 80 | $5.7M | 0.00% | |
| 90 | JXNJACKSON FINANCIAL INC | 51 | $4.5M | 0.00% | |
| 91 | KLGWK KELLOGG CO | 199 | $3.2M | 0.00% | |
| 92 | PJTPJT PARTNERS INC | 13 | $2.1M | 0.00% | |
| 93 | LNDBRASILAGRO COMPANHIA BRASILE | 183 | $698K | 0.00% | |
| 94 | VTRSVIATRIS INC | 71 | $634K | 0.00% | |
| 95 | OGNORGANON & CO | 23 | $222K | 0.00% |