Evelyn Partners Investment Management LLP Q3 2025 Filing
Filed December 11, 2025
Portfolio Value
$3.1T
Holdings
416
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (416 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 598,858 | $252.4B | 8.19% | |
| 2 | AMZNAMAZON COM INC | 1,130,120 | $247.9B | 8.05% | |
| 3 | GOOGLALPHABET INC | 1,165,450 | $220.6B | 7.16% | |
| 4 | AAPLAPPLE INC | 483,503 | $121.1B | 3.93% | |
| 5 | VVISA INC | 379,598 | $120.0B | 3.89% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 246,150 | $111.6B | 3.62% | |
| 7 | RHCRH PLC | 1,198,827 | $110.9B | 3.60% | |
| 8 | NVDANVIDIA CORPORATION | 798,825 | $107.3B | 3.48% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 180,669 | $91.4B | 2.97% | |
| 10 | SYKSTRYKER CORPORATION | 246,096 | $88.6B | 2.88% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 394,590 | $77.9B | 2.53% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 139,852 | $72.8B | 2.36% | |
| 13 | CBCHUBB LIMITED | 223,921 | $61.9B | 2.01% | |
| 14 | ZTSZOETIS INC | 377,244 | $61.5B | 1.99% | |
| 15 | JPMJPMORGAN CHASE & CO. | 229,458 | $55.0B | 1.79% | |
| 16 | BKNGBOOKING HOLDINGS INC | 10,972 | $54.5B | 1.77% | |
| 17 | SWSMURFIT WESTROCK PLC | 850,281 | $45.8B | 1.49% | |
| 18 | METAMETA PLATFORMS INC | 77,227 | $45.2B | 1.47% | |
| 19 | KOCOCA COLA CO | 724,962 | $45.1B | 1.46% | |
| 20 | MCDMCDONALDS CORP | 151,201 | $43.8B | 1.42% | |
| 21 | IEXIDEX CORP | 196,292 | $41.1B | 1.33% | |
| 22 | GSGOLDMAN SACHS GROUP INC | 71,141 | $40.7B | 1.32% | |
| 23 | MAMASTERCARD INCORPORATED | 68,708 | $36.2B | 1.17% | |
| 24 | LINLINDE PLC | 77,804 | $32.6B | 1.06% | |
| 25 | BACBANK AMERICA CORP | 698,979 | $30.7B | 1.00% | |
| 26 | DHRDANAHER CORPORATION | 129,659 | $29.8B | 0.97% | |
| 27 | GOOGALPHABET INC | 150,682 | $28.7B | 0.93% | |
| 28 | ACNACCENTURE PLC IRELAND | 77,194 | $27.2B | 0.88% | |
| 29 | BURBURFORD CAP LTD | 2,039,116 | $26.4B | 0.86% | |
| 30 | NDAQNASDAQ INC | 324,443 | $25.1B | 0.81% | |
| 31 | BXBLACKSTONE INC | 144,559 | $24.9B | 0.81% | |
| 32 | NEENEXTERA ENERGY INC | 347,533 | $24.9B | 0.81% | |
| 33 | WMTWALMART INC | 272,111 | $24.6B | 0.80% | |
| 34 | TJXTJX COS INC NEW | 193,482 | $23.4B | 0.76% | |
| 35 | JNJJOHNSON & JOHNSON | 159,902 | $23.1B | 0.75% | |
| 36 | PGPROCTER AND GAMBLE CO | 135,679 | $22.7B | 0.74% | |
| 37 | AZOAUTOZONE INC | 7,043 | $22.6B | 0.73% | |
| 38 | PEPPEPSICO INC | 130,157 | $19.8B | 0.64% | |
| 39 | CVXCHEVRON CORP NEW | 128,698 | $18.6B | 0.60% | |
| 40 | SPGIS&P GLOBAL INC | 35,380 | $17.6B | 0.57% | |
| 41 | DISDISNEY WALT CO | 155,263 | $17.3B | 0.56% | |
| 42 | AMTAMERICAN TOWER CORP NEW | 92,551 | $17.0B | 0.55% | |
| 43 | CEF/USPROTT PHYSICAL GOLD & SILVE | 704,928 | $16.7B | 0.54% | |
| 44 | FCXFREEPORT-MCMORAN INC | 438,798 | $16.7B | 0.54% | |
| 45 | ISRGINTUITIVE SURGICAL INC | 30,641 | $16.0B | 0.52% | |
| 46 | CDNSCADENCE DESIGN SYSTEM INC | 48,269 | $14.5B | 0.47% | |
| 47 | GEHCGE HEALTHCARE TECHNOLOGIES I | 182,931 | $14.3B | 0.46% | |
| 48 | AEMAGNICO EAGLE MINES LTD | 180,234 | $14.1B | 0.46% | |
| 49 | MKLMARKEL GROUP INC | 7,266 | $12.5B | 0.41% | |
| 50 | NFLXNETFLIX INC | 13,615 | $12.1B | 0.39% | |
| 51 | INTUINTUIT | 17,113 | $10.8B | 0.35% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 11,319 | $10.4B | 0.34% | |
| 53 | ROPROPER TECHNOLOGIES INC | 19,936 | $10.4B | 0.34% | |
| 54 | FERGFERGUSON ENTERPRISES INC | 58,283 | $10.1B | 0.33% | |
| 55 | RACEFERRARI N V | 23,775 | $10.1B | 0.33% | |
| 56 | MDLZMONDELEZ INTL INC | 168,628 | $10.1B | 0.33% | |
| 57 | ADBEADOBE INC | 22,567 | $10.0B | 0.33% | |
| 58 | BDXBECTON DICKINSON & CO | 40,705 | $9.2B | 0.30% | |
| 59 | HONHONEYWELL INTL INC | 40,568 | $9.2B | 0.30% | |
| 60 | ABTABBOTT LABS | 76,143 | $8.6B | 0.28% | |
| 61 | NEMNEWMONT CORP | 230,772 | $8.6B | 0.28% | |
| 62 | XOMEXXON MOBIL CORP | 75,969 | $8.2B | 0.27% | |
| 63 | AWCAMERICAN WTR WKS CO INC NEW | 65,089 | $8.1B | 0.26% | |
| 64 | DEDEERE & CO | 19,078 | $8.1B | 0.26% | |
| 65 | CRMSALESFORCE INC | 24,029 | $8.0B | 0.26% | |
| 66 | PLDPROLOGIS INC. | 63,812 | $6.7B | 0.22% | |
| 67 | CMECME GROUP INC | 29,014 | $6.7B | 0.22% | |
| 68 | CSCOCISCO SYS INC | 113,406 | $6.7B | 0.22% | |
| 69 | ETNEATON CORP PLC | 18,198 | $6.0B | 0.20% | |
| 70 | PANWPALO ALTO NETWORKS INC | 32,473 | $5.9B | 0.19% | |
| 71 | HRIHERC HLDGS INC | 28,062 | $5.3B | 0.17% | |
| 72 | FLUTFLUTTER ENTMT PLC | 19,890 | $5.1B | 0.17% | |
| 73 | ANETARISTA NETWORKS INC | 42,886 | $4.7B | 0.15% | |
| 74 | GQ9SPDR GOLD TR | 19,522 | $4.7B | 0.15% | |
| 75 | MRSHMARSH & MCLENNAN COS INC | 21,293 | $4.5B | 0.15% | |
| 76 | RYROYAL BK CDA | 36,489 | $4.4B | 0.14% | |
| 77 | SHWSHERWIN WILLIAMS CO | 12,861 | $4.4B | 0.14% | |
| 78 | SLBSCHLUMBERGER LTD | 112,531 | $4.3B | 0.14% | |
| 79 | BACVERIZON COMMUNICATIONS INC | 101,423 | $4.1B | 0.13% | |
| 80 | MSCIMSCI INC | 6,717 | $4.0B | 0.13% | |
| 81 | APTVAPTIV PLC | 64,863 | $3.9B | 0.13% | |
| 82 | APDAIR PRODS & CHEMS INC | 11,162 | $3.2B | 0.11% | |
| 83 | CLCOLGATE PALMOLIVE CO | 34,904 | $3.2B | 0.10% | |
| 84 | WMBWILLIAMS COS INC | 58,510 | $3.2B | 0.10% | |
| 85 | JEFJEFFERIES FINL GROUP INC | 39,768 | $3.1B | 0.10% | |
| 86 | RTXRTX CORPORATION | 26,761 | $3.1B | 0.10% | |
| 87 | SPYSPDR S&P 500 ETF TR | 5,133 | $3.0B | 0.10% | |
| 88 | LLYELI LILLY & CO | 3,856 | $3.0B | 0.10% | |
| 89 | TSLATESLA INC | 7,224 | $2.9B | 0.09% | |
| 90 | CMGCHIPOTLE MEXICAN GRILL INC | 47,886 | $2.9B | 0.09% | |
| 91 | DOVDOVER CORP | 15,029 | $2.8B | 0.09% | |
| 92 | LHXL3HARRIS TECHNOLOGIES INC | 13,408 | $2.8B | 0.09% | |
| 93 | MLMMARTIN MARIETTA MATLS INC | 5,285 | $2.7B | 0.09% | |
| 94 | CPCANADIAN PACIFIC KANSAS CITY | 35,945 | $2.6B | 0.08% | |
| 95 | IBMINTERNATIONAL BUSINESS MACHS | 10,348 | $2.3B | 0.07% | |
| 96 | CARRCARRIER GLOBAL CORPORATION | 31,775 | $2.2B | 0.07% | |
| 97 | NKENIKE INC | 28,124 | $2.1B | 0.07% | |
| 98 | TDTORONTO DOMINION BK ONT | 37,024 | $2.0B | 0.06% | |
| 99 | CRWDCROWDSTRIKE HLDGS INC | 5,745 | $2.0B | 0.06% | |
| 100 | ADPAUTOMATIC DATA PROCESSING IN | 6,611 | $1.9B | 0.06% |
Page 1 of 5Next