Evelyn Partners Investment Management Services Ltd - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Evelyn Partners Investment Management Services Ltd held in its portfolio 262 assets valued at $798,344,107 (i.e. $798.34M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($51.58M), ALPHABET INC ($49.12M), and AMAZON COM INC ($41.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 262 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evelyn Partners Investment Management Services Ltd - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 106643 | 51574688 | COM |
| ALPHABET INC | 156936 | 49120968 | CAP STK CL A |
| AMAZON COM INC | 180519 | 41667396 | COM |
| VISA INC | 97209 | 34092168 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 91821 | 27903484 | SPONSORED ADS |
| NVIDIA CORPORATION | 139488 | 26014512 | COM |
| BERKSHIRE HATHAWAY INC DEL | 49658 | 24960594 | CL B NEW |
| STRYKER CORPORATION | 70034 | 24614850 | COM |
| BOOKING HOLDINGS INC | 4390 | 23509899 | COM |
| GOLDMAN SACHS GROUP INC | 24954 | 21934566 | COM |
| CHUBB LIMITED | 67499 | 21067788 | COM |
| JOHNSON & JOHNSON | 97888 | 20257922 | COM |
| META PLATFORMS INC | 30074 | 19851547 | CL A |
| DISNEY WALT CO | 157727 | 17944601 | COM |
| THERMO FISHER SCIENTIFIC INC | 29269 | 16959922 | COM |
| MCDONALDS CORP | 52047 | 15907125 | COM |
| AUTOMATIC DATA PROCESSING IN | 60074 | 15452835 | COM |
| APPLE INC | 55445 | 15073278 | COM |
| CRH PLC | 111668 | 13936166 | ORD |
| INTUITIVE SURGICAL INC | 22283 | 12620200 | COM NEW |
| MASTERCARD INCORPORATED | 21437 | 12237955 | CL A |
| WHEATON PRECIOUS METALS CORP | 96588 | 11355551 | COM |
| ARISTA NETWORKS INC | 85072 | 11146984 | COM SHS |
| SPROTT ASSET MANAGEMENT LP | 193487 | 8861705 | PHYSICAL GOLD AN |
| ZOETIS INC | 67413 | 8481904 | CL A |
| FRANCO NEV CORP | 39849 | 8260458 | COM |
| MONDELEZ INTL INC | 153122 | 8242557 | CL A |
| S&P GLOBAL INC | 15672 | 8190030 | COM |
| ELI LILLY & CO | 7499 | 8059025 | COM |
| JPMORGAN CHASE & CO. | 23536 | 7583770 | COM |
| PEPSICO INC | 51316 | 7364872 | COM |
| INTUIT | 11116 | 7363461 | COM |
| COLGATE PALMOLIVE CO | 90212 | 7128552 | COM |
| WATERS CORP | 17156 | 6516363 | COM |
| ACCENTURE PLC IRELAND | 24153 | 6480250 | SHS CLASS A |
| NASDAQ INC | 65896 | 6400478 | COM |
| COCA COLA CO | 88532 | 6189272 | COM |
| INVESCO QQQ TR | 10000 | 6143100 | UNIT SER 1 |
| LINDE PLC | 14271 | 6085012 | SHS |
| VANGUARD INTL EQUITY INDEX F | 42298 | 5966556 | TT WRLD ST ETF |
| AUTOZONE INC | 1504 | 5100816 | COM |
| MCCORMICK & CO INC | 74378 | 5065886 | COM NON VTG |
| TJX COS INC NEW | 32398 | 4976657 | COM |
| SPDR GOLD TR | 12302 | 4875406 | GOLD SHS |
| ROPER TECHNOLOGIES INC | 10830 | 4820758 | COM |
| CME GROUP INC | 17451 | 4765519 | COM |
| LAM RESEARCH CORP | 27385 | 4687764 | COM NEW |
| PROCTER AND GAMBLE CO | 29318 | 4201563 | COM |
| VANECK ETF TRUST | 48834 | 4188492 | GOLD MINERS ETF |
| IDEX CORP | 23529 | 4186750 | COM |
| SMURFIT WESTROCK PLC | 99654 | 3853620 | SHS |
| LITMAN GREGORY FDS TR | 127654 | 3581971 | IMGP DBI MANAGED |
| FERGUSON ENTERPRISES INC | 14725 | 3278227 | COMMON STOCK NEW |
| BROADCOM INC | 8675 | 3002418 | COM |
| BANK AMERICA CORP | 50647 | 2785585 | COM |
| AGNICO EAGLE MINES LTD | 16400 | 2781259 | COM |
| AMPHENOL CORP NEW | 19599 | 2648609 | CL A |
| PAYPAL HLDGS INC | 45187 | 2638017 | COM |
| NEWMONT CORP | 25528 | 2548971 | COM |
| ETFS GOLD TR | 61980 | 2546138 | PHYSCL GOLD SHS |
| PROLOGIS INC. | 19939 | 2545413 | COM |
| VANGUARD INTL EQUITY INDEX F | 26746 | 2417838 | FTSE PACIFIC ETF |
| AMERICAN CENTY ETF TR | 29242 | 2252219 | AVANTIS EMGMKT |
| UNITEDHEALTH GROUP INC | 6451 | 2129540 | COM |
| PALO ALTO NETWORKS INC | 11136 | 2051251 | COM |
| NEXTERA ENERGY INC | 25493 | 2046578 | COM |
| VANGUARD WORLD FD | 15870 | 1998350 | ENERGY ETF |
| MCCORMICK & CO INC | 28911 | 1966237 | COM VTG |
| MAGNUM ICE CREAM CO NV | 119314 | 1908231 | ORD SHS |
| WALMART INC | 15958 | 1777881 | COM |
| AMERICAN TOWER CORP NEW | 9740 | 1710052 | COM |
| NORTHROP GRUMMAN CORP | 2993 | 1706639 | COM |
| BARRICK MNG CORP | 37968 | 1654000 | COM SHS |
| ALPHABET INC | 5227 | 1640233 | CAP STK CL C |
| SERVICENOW INC | 10284 | 1575406 | COM |
| GLOBAL X FDS | 33169 | 1417311 | GLOBAL X URANIUM |
| CADENCE DESIGN SYSTEM INC | 4292 | 1341593 | COM |
| VANGUARD INDEX FDS | 4606 | 1336753 | MID CAP ETF |
| EXXON MOBIL CORP | 10767 | 1295701 | COM |
| ISHARES INC | 29338 | 1246865 | MSCI GERMANY ETF |
| EATON CORP PLC | 3715 | 1183265 | SHS |
| ADOBE INC | 3367 | 1178416 | COM |
| TOTALENERGIES SE | 17695 | 1155413 | ACT |
| GE HEALTHCARE TECHNOLOGIES I | 13985 | 1147050 | COMMON STOCK |
| CANADIAN PACIFIC KANSAS CITY | 15206 | 1119542 | COM |
| NETFLIX INC | 11755 | 1102149 | COM |
| MSCI INC | 1884 | 1080907 | COM |
| GE AEROSPACE | 3118 | 960438 | COM NEW |
| BLACKROCK INC | 851 | 910859 | COM |
| MICRON TECHNOLOGY INC | 3058 | 872784 | COM |
| COSTCO WHSL CORP NEW | 997 | 859753 | COM |
| ROYAL BK CDA | 4578 | 780481 | COM |
| JONES LANG LASALLE INC | 2250 | 757058 | COM |
| SLB LIMITED | 19720 | 756854 | COM STK |
| FERRARI N V | 1918 | 717994 | COM |
| DEERE & CO | 1526 | 710460 | COM |
| NIKE INC | 10819 | 689278 | CL B |
| UBS GROUP AG | 12109 | 564627 | SHS |
| ABBVIE INC | 2410 | 550661 | COM |
| SALESFORCE INC | 2024 | 536178 | COM |
| CISCO SYS INC | 6833 | 526346 | COM |
| BECTON DICKINSON & CO | 2535 | 491967 | COM |
| TEXAS INSTRS INC | 2829 | 490803 | COM |
| VERIZON COMMUNICATIONS INC | 11662 | 474993 | COM |
| ABBOTT LABS | 3447 | 431875 | COM |
| AXON ENTERPRISE INC | 727 | 412885 | COM |
| THOMSON REUTERS CORP | 3124 | 412278 | COM |
| INTERNATIONAL PAPER CO | 10339 | 407253 | COM |
| ROCKWELL AUTOMATION INC | 1000 | 389070 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2377 | 384979 | COM |
| FASTENAL CO | 9188 | 368714 | COM |
| HONEYWELL INTL INC | 1812 | 353503 | COM |
| VANGUARD INDEX FDS | 712 | 347356 | GROWTH ETF |
| RTX CORPORATION | 1873 | 343508 | COM |
| VANGUARD INTL EQUITY INDEX F | 3813 | 318805 | FTSE EUROPE ETF |
| HOME DEPOT INC | 919 | 316228 | COM |
| TESLA INC | 647 | 290969 | COM |
| TMC THE METALS COMPANY INC | 47021 | 290120 | COM |
| FREEPORT-MCMORAN INC | 5689 | 288944 | CL B |
| VANGUARD INDEX FDS | 448 | 280954 | S&P 500 ETF SHS |
| AIR PRODS & CHEMS INC | 1095 | 270487 | COM |
| PHILIP MORRIS INTL INC | 1640 | 263056 | COM |
| STIFEL FINL CORP | 2080 | 260458 | COM |
| VANGUARD INDEX FDS | 742 | 248770 | TOTAL STK MKT |
| WASTE MGMT INC DEL | 988 | 217073 | COM |
| UNION PAC CORP | 860 | 198935 | COM |
| CHEVRON CORP NEW | 1200 | 182892 | COM |
| QUALCOMM INC | 1062 | 181655 | COM |
| MARSH & MCLENNAN COS INC | 968 | 179583 | COM |
| DANAHER CORPORATION | 718 | 164365 | COM |
| BOSTON SCIENTIFIC CORP | 1715 | 163525 | COM |
| SCHWAB CHARLES CORP | 1580 | 157858 | COM |
| PALANTIR TECHNOLOGIES INC | 858 | 152510 | CL A |
| PFIZER INC | 6082 | 151444 | COM |
| L3HARRIS TECHNOLOGIES INC | 495 | 145317 | COM |
| ALAMOS GOLD INC NEW | 3623 | 139905 | COM CL A |
| WILLIAMS COS INC | 2314 | 139095 | COM |
| ADVANCED MICRO DEVICES INC | 596 | 127639 | COM |
| GE VERNOVA INC | 193 | 126139 | COM |
| INSULET CORP | 425 | 120802 | COM |
| NXP SEMICONDUCTORS N V | 530 | 115042 | COM |
| SHERWIN WILLIAMS CO | 354 | 114707 | COM |
| CLOROX CO DEL | 1135 | 114442 | COM |
| AUTODESK INC | 377 | 111596 | COM |
| BOEING CO | 493 | 107040 | COM |
| LOGITECH INTL S A | 1000 | 102871 | SHS |
| FIRST TR EXCH TRD ALPHDX FD | 2002 | 101920 | UNIT KING ALPH |
| INDIVIOR PLC | 2745 | 98491 | ORD |
| FIRST SOLAR INC | 371 | 96916 | COM |
| PURECYCLE TECHNOLOGIES INC | 10432 | 89611 | COM |
| COINBASE GLOBAL INC | 393 | 88873 | COM CL A |
| ISHARES TR | 632 | 88066 | ESG OPTIMIZED |
| OMNICOM GROUP INC | 1042 | 84142 | COM |
| AMPLIFY ETF TR | 1043 | 83826 | AMPLIFY CYBERSEC |
| LOCKHEED MARTIN CORP | 172 | 83191 | COM |
| AMRIZE LTD | 1500 | 81120 | SHS |
| VANGUARD INDEX FDS | 410 | 78306 | VALUE ETF |
| OTIS WORLDWIDE CORP | 878 | 76693 | COM |
| CAMECO CORP | 800 | 73256 | COM |
| ORACLE CORP | 360 | 70168 | COM |
| KLA CORP | 56 | 68044 | COM NEW |
| ISHARES TR | 313 | 67198 | US AER DEF ETF |
| BANK MONTREAL QUE | 500 | 64936 | COM |
| MERCK & CO INC | 608 | 63998 | COM |
| COPA HOLDINGS SA | 528 | 63682 | CL A |
| ASML HOLDING N V | 59 | 63122 | N Y REGISTRY SHS |
| CAPITAL ONE FINL CORP | 260 | 63014 | COM |
| STRATEGY INC | 387 | 58805 | CL A NEW |
| VANGUARD WORLD FD | 78 | 58795 | INF TECH ETF |
| VANGUARD WORLD FD | 785 | 56222 | ESG INTL STK ETF |
| DEUTSCHE BANK A G | 1432 | 55692 | NAMEN AKT |
| CORTEVA INC | 825 | 55300 | COM |
| ALCON AG | 666 | 53169 | ORD SHS |
| BANK NEW YORK MELLON CORP | 448 | 52008 | COM |
| NOVO-NORDISK A S | 985 | 50117 | ADR |
| PERPETUA RESOURCES CORP | 2014 | 48762 | COM |
| SUN LIFE FINANCIAL INC. | 776 | 48443 | COM |
| UNILEVER PLC | 735 | 48069 | SPON ADR NEW |
| PNC FINL SVCS GROUP INC | 220 | 45921 | COM |
| OREILLY AUTOMOTIVE INC | 502 | 45787 | COM |
| IDEXX LABS INC | 65 | 43974 | COM |
| BLACKSTONE INC | 278 | 42851 | COM |
| KEYSIGHT TECHNOLOGIES INC | 210 | 42670 | COM |
| STATE STR CORP | 325 | 41928 | COM |
| KRANESHARES TRUST | 1103 | 39046 | GLOBAL CARB STRA |
| HERC HLDGS INC | 255 | 37837 | COM |
| LAUDER ESTEE COS INC | 351 | 36757 | CL A |
| CATERPILLAR INC | 63 | 36091 | COM |
| JACKSON FINANCIAL INC | 337 | 35941 | COM CL A |
| KEURIG DR PEPPER INC | 1272 | 35629 | COM |
| AT&T INC | 1422 | 35322 | COM |
| RYANAIR HOLDINGS PLC | 480 | 34651 | SPONSORED ADR |
| WISDOMTREE TR | 232 | 33445 | JAPN HEDGE EQT |
| MORGAN STANLEY | 185 | 32843 | COM NEW |
| AGILENT TECHNOLOGIES INC | 233 | 31704 | COM |
| CITIGROUP INC | 270 | 31506 | COM NEW |
| ETSY INC | 568 | 30661 | COM |
| MEDTRONIC PLC | 300 | 28818 | SHS |
| INTERNATIONAL BUSINESS MACHS | 95 | 28140 | COM |
| SPDR SERIES TRUST | 200 | 27832 | STATE STREET SPD |
| VIATRIS INC | 2145 | 26705 | COM |
| ASTRAZENECA PLC | 274 | 25189 | SPONSORED ADR |
| EOG RES INC | 235 | 24677 | COM |
| GLOBAL X FDS | 341 | 24480 | GLOBAL X COPPER |
| AMPLIFY ETF TR | 360 | 23508 | AMPLIFY ETHO CLI |
| SELECT SECTOR SPDR TR | 300 | 23304 | STATE STREET CON |
| LULULEMON ATHLETICA INC | 110 | 22859 | COM |
| ALIBABA GROUP HLDG LTD | 150 | 21987 | SPONSORED ADS |
| ISHARES TR | 200 | 21982 | TIPS BD ETF |
| APTIV PLC | 276 | 21001 | COM SHS |
| BROWN & BROWN INC | 261 | 20802 | COM |
| FIRST TR EXCHANGE-TRADED FD | 458 | 20423 | NAS CLNEDG GREEN |
| INTERACTIVE BROKERS GROUP IN | 317 | 20386 | COM CL A |
| AMERICAN EXPRESS CO | 55 | 20347 | COM |
| APPLIED MATLS INC | 78 | 20045 | COM |
| ISHARES TR | 320 | 19888 | U.S. MED DVC ETF |
| SAP SE | 76 | 18461 | SPON ADR |
| SOLSTICE ADVANCED MATLS INC | 362 | 17586 | COM SHS |
| KRAFT HEINZ CO | 700 | 16975 | COM |
| CANADIAN IMPERIAL BANK OF CO | 185 | 16772 | COM |
| TEVA PHARMACEUTICAL INDS LTD | 480 | 14981 | SPONSORED ADS |
| SANOFI SA | 298 | 14441 | SPONSORED ADR |
| SHARKNINJA INC | 128 | 14323 | COM SHS |
| STARBUCKS CORP | 157 | 13221 | COM |
| SHELL PLC | 178 | 13079 | SPON ADS |
| COPART INC | 326 | 12763 | COM |
| VIZSLA SILVER CORP | 2157 | 11818 | COM NEW |
| CHEMOURS CO | 975 | 11495 | COM |
| MAGNITE INC | 703 | 11410 | COM |
| ISHARES TR | 36 | 10841 | ISHARES SEMICDTR |
| RIO TINTO PLC | 135 | 10804 | SPONSORED ADR |
| OCCIDENTAL PETE CORP | 250 | 10280 | COM |
| WARNER BROS DISCOVERY INC | 343 | 9885 | COM SER A |
| ANGLOGOLD ASHANTI PLC | 114 | 9722 | COM SHS |
| DENISON MINES CORP | 3563 | 9449 | COM |
| BHP GROUP LTD | 155 | 9357 | SPONSORED ADS |
| MODERNA INC | 304 | 8965 | COM |
| GENERAL DYNAMICS CORP | 26 | 8753 | COM |
| MARKEL GROUP INC | 4 | 8599 | COM |
| VERALTO CORP | 82 | 8182 | COM SHS |
| GENERAL MLS INC | 152 | 7068 | COM |
| CONOCOPHILLIPS | 75 | 7021 | COM |
| ENPHASE ENERGY INC | 207 | 6634 | COM |
| RIOT PLATFORMS INC | 504 | 6386 | COM |
| VITESSE ENERGY INC | 300 | 5778 | COMMON STOCK |
| CLEARFIELD INC | 194 | 5655 | COM |
| INVESCO EXCH TRADED FD TR II | 346 | 5565 | GBL CLEAN ENRG |
| ESAB CORPORATION | 46 | 5139 | COM |
| BILL HOLDINGS INC | 81 | 4418 | COM |
| GXO LOGISTICS INCORPORATED | 72 | 3790 | COMMON STOCK |
| JANUS HENDERSON GROUP PLC | 76 | 3615 | ORD SHS |
| CENOVUS ENERGY INC | 201 | 3401 | COM |
| KENVUE INC | 184 | 3174 | COM |
| TAKEDA PHARMACEUTICAL CO LTD | 98 | 1528 | SPONSORED ADS |
| UNDER ARMOUR INC | 251 | 1247 | CL A |
| ENOVIS CORPORATION | 46 | 1225 | COM |
| UNDER ARMOUR INC | 252 | 1210 | CL C |
| T-MOBILE US INC | 2 | 355 | COM |
| LIBERTY LATIN AMERICA LTD | 4 | 30 | COM CL C |
| LIBERTY LATIN AMERICA LTD | 1 | 7 | COM CL A |
| MICROBOT MED INC | 1 | 2 | COM NEW |
| OCEAN PWR TECHNOLOGIES INC | 2 | 1 | COM NEW |
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