Evelyn Partners Investment Management LLP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$3.6B
Holdings
413
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (413 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 672,530 | $325.0M | 8.98% | |
| 2 | GOOGLALPHABET INC | 925,561 | $289.0M | 7.99% | |
| 3 | AMZNAMAZON COM INC | 1,219,180 | $281.0M | 7.76% | |
| 4 | NVDANVIDIA CORPORATION | 840,403 | $156.0M | 4.31% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 279,184 | $140.0M | 3.87% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 450,249 | $136.0M | 3.76% | |
| 7 | RHCRH PLC | 1,035,861 | $129.0M | 3.56% | |
| 8 | VVISA INC | 362,056 | $126.0M | 3.48% | |
| 9 | AAPLAPPLE INC | 391,945 | $106.0M | 2.93% | |
| 10 | SYKSTRYKER CORPORATION | 267,314 | $93.0M | 2.57% | |
| 11 | JPMJPMORGAN CHASE & CO. | 270,892 | $87.0M | 2.40% | |
| 12 | BKNGBOOKING HOLDINGS INC | 15,870 | $84.0M | 2.32% | |
| 13 | CBCHUBB LIMITED | 264,903 | $82.0M | 2.27% | |
| 14 | METAMETA PLATFORMS INC | 107,457 | $70.0M | 1.93% | |
| 15 | KOCOCA COLA CO | 969,870 | $67.0M | 1.85% | |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 104,357 | $60.0M | 1.66% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 166,939 | $55.0M | 1.52% | |
| 18 | GOOGALPHABET INC | 137,592 | $43.0M | 1.19% | |
| 19 | SPGIS&P GLOBAL INC | 80,453 | $42.0M | 1.16% | |
| 20 | NDAQNASDAQ INC | 430,244 | $41.0M | 1.13% | |
| 21 | MAMASTERCARD INCORPORATED | 71,566 | $40.0M | 1.11% | |
| 22 | ZTSZOETIS INC | 303,314 | $38.0M | 1.05% | |
| 23 | LINLINDE PLC | 90,379 | $38.0M | 1.05% | |
| 24 | CEF/USPROTT ASSET MANAGEMENT LP | 811,531 | $37.0M | 1.02% | |
| 25 | GSGOLDMAN SACHS GROUP INC | 41,729 | $36.0M | 0.99% | |
| 26 | BACBANK AMERICA CORP | 642,622 | $35.0M | 0.97% | |
| 27 | AZOAUTOZONE INC | 10,465 | $35.0M | 0.97% | |
| 28 | IEXIDEX CORP | 185,359 | $32.0M | 0.88% | |
| 29 | NEENEXTERA ENERGY INC | 405,615 | $32.0M | 0.88% | |
| 30 | ISRGINTUITIVE SURGICAL INC | 53,599 | $30.0M | 0.83% | |
| 31 | TJXTJX COS INC NEW | 198,801 | $30.0M | 0.83% | |
| 32 | JNJJOHNSON & JOHNSON | 137,774 | $28.0M | 0.77% | |
| 33 | DHRDANAHER CORPORATION | 121,592 | $27.0M | 0.75% | |
| 34 | SWSMURFIT WESTROCK PLC | 691,023 | $26.0M | 0.72% | |
| 35 | WMTWALMART INC | 237,236 | $26.0M | 0.72% | |
| 36 | ROPROPER TECHNOLOGIES INC | 57,143 | $25.0M | 0.69% | |
| 37 | RACEFERRARI N V | 66,528 | $24.0M | 0.66% | |
| 38 | BXBLACKSTONE INC | 153,033 | $23.0M | 0.64% | |
| 39 | AEMAGNICO EAGLE MINES LTD | 131,375 | $22.0M | 0.61% | |
| 40 | TTETOTALENERGIES SE | 340,877 | $22.0M | 0.61% | |
| 41 | GEHCGE HEALTHCARE TECHNOLOGIES I | 237,279 | $19.0M | 0.53% | |
| 42 | MCDMCDONALDS CORP | 63,321 | $19.0M | 0.53% | |
| 43 | NEMNEWMONT CORP | 186,964 | $18.0M | 0.50% | |
| 44 | PGPROCTER AND GAMBLE CO | 128,042 | $18.0M | 0.50% | |
| 45 | NFLXNETFLIX INC | 189,331 | $17.0M | 0.47% | |
| 46 | FCXFREEPORT-MCMORAN INC | 349,543 | $17.0M | 0.47% | |
| 47 | MKLMARKEL GROUP INC | 7,651 | $16.0M | 0.44% | |
| 48 | BURBURFORD CAP LTD | 1,829,353 | $16.0M | 0.44% | |
| 49 | INTUINTUIT | 25,606 | $16.0M | 0.44% | |
| 50 | CVXCHEVRON CORP NEW | 103,729 | $15.0M | 0.41% | |
| 51 | APHAMPHENOL CORP NEW | 105,134 | $14.0M | 0.39% | |
| 52 | BSXBOSTON SCIENTIFIC CORP | 141,888 | $13.0M | 0.36% | |
| 53 | DISDISNEY WALT CO | 114,009 | $12.0M | 0.33% | |
| 54 | CSCOCISCO SYS INC | 150,943 | $11.0M | 0.30% | |
| 55 | FERGFERGUSON ENTERPRISES INC | 49,593 | $11.0M | 0.30% | |
| 56 | IBKRINTERACTIVE BROKERS GROUP IN | 163,138 | $10.0M | 0.28% | |
| 57 | AMTAMERICAN TOWER CORP NEW | 54,579 | $9.0M | 0.25% | |
| 58 | AVGOBROADCOM INC | 27,499 | $9.0M | 0.25% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 10,924 | $9.0M | 0.25% | |
| 60 | DEDEERE & CO | 19,333 | $9.0M | 0.25% | |
| 61 | ETNEATON CORP PLC | 25,987 | $8.0M | 0.22% | |
| 62 | AWCAMERICAN WTR WKS CO INC NEW | 62,188 | $8.0M | 0.22% | |
| 63 | XOMEXXON MOBIL CORP | 69,277 | $8.0M | 0.22% | |
| 64 | WPMWHEATON PRECIOUS METALS CORP | 68,106 | $8.0M | 0.22% | |
| 65 | PLDPROLOGIS INC. | 60,209 | $7.0M | 0.19% | |
| 66 | ABTABBOTT LABS | 63,458 | $7.0M | 0.19% | |
| 67 | ACNACCENTURE PLC IRELAND | 26,929 | $7.0M | 0.19% | |
| 68 | PANWPALO ALTO NETWORKS INC | 42,157 | $7.0M | 0.19% | |
| 69 | CMECME GROUP INC | 27,277 | $7.0M | 0.19% | |
| 70 | PEPPEPSICO INC | 42,942 | $6.0M | 0.17% | |
| 71 | CRMSALESFORCE INC | 25,171 | $6.0M | 0.17% | |
| 72 | GQ9SPDR GOLD TR | 17,483 | $6.0M | 0.17% | |
| 73 | MICCMAGNUM ICE CREAM CO NV | 395,397 | $6.0M | 0.17% | |
| 74 | ANETARISTA NETWORKS INC | 48,729 | $6.0M | 0.17% | |
| 75 | RYROYAL BK CDA | 32,859 | $5.0M | 0.14% | |
| 76 | MDLZMONDELEZ INTL INC | 101,974 | $5.0M | 0.14% | |
| 77 | LLYELI LILLY & CO | 5,188 | $5.0M | 0.14% | |
| 78 | CDNSCADENCE DESIGN SYSTEM INC | 15,213 | $4.0M | 0.11% | |
| 79 | HONHONEYWELL INTL INC | 22,273 | $4.0M | 0.11% | |
| 80 | FLUTFLUTTER ENTMT PLC | 21,960 | $4.0M | 0.11% | |
| 81 | TRVCCITIGROUP INC | 26,804 | $3.0M | 0.08% | |
| 82 | BACVERIZON COMMUNICATIONS INC | 90,388 | $3.0M | 0.08% | |
| 83 | TDTORONTO DOMINION BK ONT | 34,069 | $3.0M | 0.08% | |
| 84 | MRSHMARSH & MCLENNAN COS INC | 17,495 | $3.0M | 0.08% | |
| 85 | NDQINVESCO QQQ TR | 6,435 | $3.0M | 0.08% | |
| 86 | LHXL3HARRIS TECHNOLOGIES INC | 13,514 | $3.0M | 0.08% | |
| 87 | WMBWILLIAMS COS INC | 60,529 | $3.0M | 0.08% | |
| 88 | SHWSHERWIN WILLIAMS CO | 10,216 | $3.0M | 0.08% | |
| 89 | MLMMARTIN MARIETTA MATLS INC | 5,233 | $3.0M | 0.08% | |
| 90 | SLBSLB LIMITED | 82,342 | $3.0M | 0.08% | |
| 91 | CPCANADIAN PACIFIC KANSAS CITY | 28,821 | $2.0M | 0.06% | |
| 92 | CLCOLGATE PALMOLIVE CO | 30,899 | $2.0M | 0.06% | |
| 93 | CATCATERPILLAR INC | 4,322 | $2.0M | 0.06% | |
| 94 | CRWDCROWDSTRIKE HLDGS INC | 5,235 | $2.0M | 0.06% | |
| 95 | BDXBECTON DICKINSON & CO | 11,689 | $2.0M | 0.06% | |
| 96 | COINCOINBASE GLOBAL INC | 9,664 | $2.0M | 0.06% | |
| 97 | LOGILOGITECH INTL S A | 21,339 | $2.0M | 0.06% | |
| 98 | SHOPSHOPIFY INC | 15,935 | $2.0M | 0.06% | |
| 99 | NOWSERVICENOW INC | 14,430 | $2.0M | 0.06% | |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 8,894 | $2.0M | 0.06% |
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