Evelyn Partners Investment Management LLP Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$2.4T
Holdings
263
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (263 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 545,074 | $287.9B | 11.91% | |
| 2 | AMZNAMAZON COM INC | 1,056,552 | $225.9B | 9.35% | |
| 3 | GOOGLALPHABET INC | 876,314 | $170.9B | 7.07% | |
| 4 | NVDANVIDIA CORPORATION | 642,032 | $110.8B | 4.58% | |
| 5 | VVISA INC | 174,260 | $109.8B | 4.54% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 241,984 | $106.1B | 4.39% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 618,971 | $81.5B | 3.37% | |
| 8 | SYKSTRYKER CORPORATION | 139,089 | $78.7B | 3.26% | |
| 9 | AAPLAPPLE INC | 296,481 | $73.0B | 3.02% | |
| 10 | JPMJPMORGAN CHASE & CO. | 216,099 | $67.5B | 2.79% | |
| 11 | METAMETA PLATFORMS INC | 61,472 | $60.5B | 2.50% | |
| 12 | BKNGBOOKING HOLDINGS INC | 5,745 | $55.7B | 2.30% | |
| 13 | ZTSZOETIS INC | 237,746 | $51.3B | 2.12% | |
| 14 | KOCOCA COLA CO | 694,696 | $47.9B | 1.98% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 96,021 | $44.5B | 1.84% | |
| 16 | SPGIS&P GLOBAL INC | 44,738 | $36.4B | 1.51% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 48,107 | $35.7B | 1.48% | |
| 18 | MAMASTERCARD INCORPORATED | 51,262 | $32.2B | 1.33% | |
| 19 | AZOAUTOZONE INC | 3,020 | $32.1B | 1.33% | |
| 20 | MCDMCDONALDS CORP | 64,374 | $30.0B | 1.24% | |
| 21 | GSGOLDMAN SACHS GROUP INC | 29,559 | $28.6B | 1.18% | |
| 22 | IEXIDEX CORP | 111,876 | $28.4B | 1.18% | |
| 23 | NDAQNASDAQ INC | 297,019 | $28.3B | 1.17% | |
| 24 | GOOGALPHABET INC | 183,034 | $24.5B | 1.01% | |
| 25 | BACBANK AMERICA CORP | 529,298 | $24.3B | 1.00% | |
| 26 | DHRDANAHER CORPORATION | 90,751 | $23.7B | 0.98% | |
| 27 | NEENEXTERA ENERGY INC | 207,550 | $22.8B | 0.94% | |
| 28 | TJXTJX COS INC NEW | 159,356 | $19.4B | 0.80% | |
| 29 | BXBLACKSTONE INC | 119,319 | $19.3B | 0.80% | |
| 30 | WMTWALMART INC | 189,321 | $19.3B | 0.80% | |
| 31 | PGPROCTER AND GAMBLE CO | 107,043 | $19.1B | 0.79% | |
| 32 | JNJJOHNSON & JOHNSON | 112,275 | $18.9B | 0.78% | |
| 33 | NFLXNETFLIX INC | 10,974 | $17.6B | 0.73% | |
| 34 | AMTAMERICAN TOWER CORP NEW | 46,048 | $16.9B | 0.70% | |
| 35 | ROPROPER TECHNOLOGIES INC | 29,905 | $16.5B | 0.68% | |
| 36 | DISDISNEY WALT CO | 92,034 | $14.7B | 0.61% | |
| 37 | FCXFREEPORT-MCMORAN INC | 322,720 | $14.5B | 0.60% | |
| 38 | MKLMARKEL GROUP INC | 3,756 | $14.0B | 0.58% | |
| 39 | ISRGINTUITIVE SURGICAL INC | 30,772 | $13.3B | 0.55% | |
| 40 | CVXCHEVRON CORP NEW | 88,593 | $11.9B | 0.49% | |
| 41 | INTUINTUIT | 20,076 | $11.8B | 0.49% | |
| 42 | FERGFERGUSON ENTERPRISES INC | 45,363 | $11.6B | 0.48% | |
| 43 | GEHCGE HEALTHCARE TECHNOLOGIES I | 187,196 | $11.5B | 0.48% | |
| 44 | DEDEERE & CO | 12,837 | $10.1B | 0.42% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 6,684 | $10.0B | 0.41% | |
| 46 | CDNSCADENCE DESIGN SYSTEM INC | 21,033 | $9.7B | 0.40% | |
| 47 | MDLZMONDELEZ INTL INC | 152,919 | $9.6B | 0.40% | |
| 48 | NEMNEWMONT CORP | 157,843 | $9.5B | 0.39% | |
| 49 | PEPPEPSICO INC | 48,877 | $9.2B | 0.38% | |
| 50 | CSCOCISCO SYS INC | 131,776 | $9.1B | 0.38% | |
| 51 | AWCAMERICAN WTR WKS CO INC NEW | 33,632 | $7.9B | 0.33% | |
| 52 | ABTABBOTT LABS | 48,005 | $7.4B | 0.31% | |
| 53 | IBKRINTERACTIVE BROKERS GROUP IN | 124,862 | $7.3B | 0.30% | |
| 54 | HONHONEYWELL INTL INC | 23,808 | $7.3B | 0.30% | |
| 55 | PANWPALO ALTO NETWORKS INC | 25,679 | $7.2B | 0.30% | |
| 56 | CRMSALESFORCE INC | 23,393 | $6.8B | 0.28% | |
| 57 | XOMEXXON MOBIL CORP | 85,569 | $6.5B | 0.27% | |
| 58 | PLDPROLOGIS INC. | 43,184 | $6.5B | 0.27% | |
| 59 | CMECME GROUP INC | 20,809 | $5.9B | 0.24% | |
| 60 | APHAMPHENOL CORP NEW | 88,790 | $5.1B | 0.21% | |
| 61 | ANETARISTA NETWORKS INC | 37,306 | $4.6B | 0.19% | |
| 62 | LLYELI LILLY & CO | 5,269 | $4.0B | 0.16% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 97,840 | $3.8B | 0.16% | |
| 64 | ADBEADOBE INC | 7,430 | $3.7B | 0.15% | |
| 65 | LHXL3HARRIS TECHNOLOGIES INC | 10,452 | $3.7B | 0.15% | |
| 66 | MRSHMARSH & MCLENNAN COS INC | 37,029 | $3.5B | 0.14% | |
| 67 | BKBANK NEW YORK MELLON CORP | 34,415 | $3.1B | 0.13% | |
| 68 | CLCOLGATE PALMOLIVE CO | 35,248 | $3.1B | 0.13% | |
| 69 | MLMMARTIN MARIETTA MATLS INC | 5,083 | $2.9B | 0.12% | |
| 70 | MSCIMSCI INC | 2,263 | $2.8B | 0.11% | |
| 71 | CRWDCROWDSTRIKE HLDGS INC | 5,005 | $2.8B | 0.11% | |
| 72 | IBMINTERNATIONAL BUSINESS MACHS | 12,752 | $2.8B | 0.11% | |
| 73 | BDXBECTON DICKINSON & CO | 9,335 | $2.6B | 0.11% | |
| 74 | WMBWILLIAMS COS INC | 46,042 | $2.4B | 0.10% | |
| 75 | CARRCARRIER GLOBAL CORPORATION | 33,815 | $2.4B | 0.10% | |
| 76 | SHWSHERWIN WILLIAMS CO | 8,900 | $2.2B | 0.09% | |
| 77 | CMGCHIPOTLE MEXICAN GRILL INC | 29,313 | $2.2B | 0.09% | |
| 78 | HRIHERC HLDGS INC | 18,006 | $2.2B | 0.09% | |
| 79 | TSLATESLA INC | 14,773 | $2.1B | 0.09% | |
| 80 | KEXKIRBY CORP | 17,100 | $2.0B | 0.08% | |
| 81 | TPLTEXAS PACIFIC LAND CORPORATI | 2,550 | $1.8B | 0.08% | |
| 82 | LOWLOWES COS INC | 8,010 | $1.8B | 0.08% | |
| 83 | ADPAUTOMATIC DATA PROCESSING IN | 6,316 | $1.7B | 0.07% | |
| 84 | DWDMORGAN STANLEY | 21,631 | $1.6B | 0.07% | |
| 85 | NOWSERVICENOW INC | 1,870 | $1.6B | 0.07% | |
| 86 | DOVDOVER CORP | 11,277 | $1.6B | 0.07% | |
| 87 | APDAIR PRODS & CHEMS INC | 3,531 | $1.6B | 0.06% | |
| 88 | NKENIKE INC | 17,169 | $1.5B | 0.06% | |
| 89 | TRVCCITIGROUP INC | 32,570 | $1.5B | 0.06% | |
| 90 | KDPKEURIG DR PEPPER INC | 45,394 | $1.4B | 0.06% | |
| 91 | JEFJEFFERIES FINL GROUP INC | 27,887 | $1.3B | 0.05% | |
| 92 | BLKBLACKROCK INC | 1,262 | $1.3B | 0.05% | |
| 93 | AXPAMERICAN EXPRESS CO | 6,541 | $1.3B | 0.05% | |
| 94 | GEGE AEROSPACE | 7,370 | $1.2B | 0.05% | |
| 95 | PFEPFIZER INC | 61,623 | $1.1B | 0.05% | |
| 96 | TXNTEXAS INSTRS INC | 7,056 | $1.1B | 0.05% | |
| 97 | ULUNILEVER PLC | 17,340 | $1.1B | 0.04% | |
| 98 | TAT&T INC | 44,027 | $1.1B | 0.04% | |
| 99 | CATCATERPILLAR INC | 8,158 | $995.9M | 0.04% | |
| 100 | ABBVABBVIE INC | 8,990 | $978.3M | 0.04% |
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