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)

StockValue
MSFTMICROSOFT CORP
$325.0M
GOOGLALPHABET INC
$289.0M
AMZNAMAZON COM INC
$281.0M
NVDANVIDIA CORPORATION
$156.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$140.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$136.0M
RHCRH PLC
$129.0M
VVISA INC
$126.0M
AAPLAPPLE INC
$106.0M
SYKSTRYKER CORPORATION
$93.0M
JPMJPMORGAN CHASE & CO.
$87.0M
BKNGBOOKING HOLDINGS INC
$84.0M
CBCHUBB LIMITED
$82.0M
METAMETA PLATFORMS INC
$70.0M
KOCOCA COLA CO
$67.0M
TMOTHERMO FISHER SCIENTIFIC INC
$60.0M
UNHUNITEDHEALTH GROUP INC
$55.0M
GOOGALPHABET INC
$43.0M
SPGIS&P GLOBAL INC
$42.0M
NDAQNASDAQ INC
$41.0M
MAMASTERCARD INCORPORATED
$40.0M
ZTSZOETIS INC
$38.0M
LINLINDE PLC
$38.0M
CEF/USPROTT ASSET MANAGEMENT LP
$37.0M
GSGOLDMAN SACHS GROUP INC
$36.0M
BACBANK AMERICA CORP
$35.0M
AZOAUTOZONE INC
$35.0M
IEXIDEX CORP
$32.0M
NEENEXTERA ENERGY INC
$32.0M
ISRGINTUITIVE SURGICAL INC
$30.0M
TJXTJX COS INC NEW
$30.0M
JNJJOHNSON & JOHNSON
$28.0M
DHRDANAHER CORPORATION
$27.0M
SWSMURFIT WESTROCK PLC
$26.0M
WMTWALMART INC
$26.0M
ROPROPER TECHNOLOGIES INC
$25.0M
RACEFERRARI N V
$24.0M
BXBLACKSTONE INC
$23.0M
AEMAGNICO EAGLE MINES LTD
$22.0M
TTETOTALENERGIES SE
$22.0M
GEHCGE HEALTHCARE TECHNOLOGIES I
$19.0M
MCDMCDONALDS CORP
$19.0M
PGPROCTER AND GAMBLE CO
$18.0M
NEMNEWMONT CORP
$18.0M
NFLXNETFLIX INC
$17.0M
FCXFREEPORT-MCMORAN INC
$17.0M
INTUINTUIT
$16.0M
BURBURFORD CAP LTD
$16.0M
MKLMARKEL GROUP INC
$16.0M
CVXCHEVRON CORP NEW
$15.0M
APHAMPHENOL CORP NEW
$14.0M
BSXBOSTON SCIENTIFIC CORP
$13.0M
DISDISNEY WALT CO
$12.0M
CSCOCISCO SYS INC
$11.0M
FERGFERGUSON ENTERPRISES INC
$11.0M
IBKRINTERACTIVE BROKERS GROUP IN
$10.0M
AVGOBROADCOM INC
$9.0M
COSTCOSTCO WHSL CORP NEW
$9.0M
AMTAMERICAN TOWER CORP NEW
$9.0M
DEDEERE & CO
$9.0M
WPMWHEATON PRECIOUS METALS CORP
$8.0M
AWCAMERICAN WTR WKS CO INC NEW
$8.0M
ETNEATON CORP PLC
$8.0M
XOMEXXON MOBIL CORP
$8.0M
ABTABBOTT LABS
$7.0M
ACNACCENTURE PLC IRELAND
$7.0M
PLDPROLOGIS INC.
$7.0M
CMECME GROUP INC
$7.0M
PANWPALO ALTO NETWORKS INC
$7.0M
CRMSALESFORCE INC
$6.0M
PEPPEPSICO INC
$6.0M
ANETARISTA NETWORKS INC
$6.0M
GQ9SPDR GOLD TR
$6.0M
MICCMAGNUM ICE CREAM CO NV
$6.0M
RYROYAL BK CDA
$5.0M
MDLZMONDELEZ INTL INC
$5.0M
LLYELI LILLY & CO
$5.0M
CDNSCADENCE DESIGN SYSTEM INC
$4.0M
FLUTFLUTTER ENTMT PLC
$4.0M
HONHONEYWELL INTL INC
$4.0M
TDTORONTO DOMINION BK ONT
$3.0M
LHXL3HARRIS TECHNOLOGIES INC
$3.0M
MRSHMARSH & MCLENNAN COS INC
$3.0M
TRVCCITIGROUP INC
$3.0M
MLMMARTIN MARIETTA MATLS INC
$3.0M
NDQINVESCO QQQ TR
$3.0M
SHWSHERWIN WILLIAMS CO
$3.0M
SLBSLB LIMITED
$3.0M
WMBWILLIAMS COS INC
$3.0M
BACVERIZON COMMUNICATIONS INC
$3.0M
CLCOLGATE PALMOLIVE CO
$2.0M
CPCANADIAN PACIFIC KANSAS CITY
$2.0M
NOWSERVICENOW INC
$2.0M
SHOPSHOPIFY INC
$2.0M
IBMINTERNATIONAL BUSINESS MACHS
$2.0M
MSCIMSCI INC
$2.0M
TSLATESLA INC
$2.0M
CRWDCROWDSTRIKE HLDGS INC
$2.0M
BDXBECTON DICKINSON & CO
$2.0M
IPINTERNATIONAL PAPER CO
$2.0M
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