Q1 2026 13F · SEC CIK 2065206

Evelyn Partners Investment Management LLP

Asset managerFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.7B
Reported positions: 410
Holdings vs S&P 500, 3 yrs: —
Average holding period: 4 qtrs

Evelyn Partners Investment Management LLP is an asset manager that reported 410 positions worth $3.7B in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Astrazeneca PLC (AZN, 8.8%), Microsoft Corp (MSFT, 7.1%), Amazon Com Inc (AMZN, 7.0%).

Evelyn Partners Investment Management LLP holdings largest 50 of 410 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Evelyn Partners Investment Management LLP 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
AZNAstrazeneca PLC	8.8%	—	1,675,125	—	$325.5M
MSFTMicrosoft Corp	7.1%	9.0%	703,648	+4.6%	$260.5M
AMZNAmazon Com Inc	7.0%	7.8%	1,242,299	+1.9%	$258.7M
GOOGLAlphabet Inc	7.0%	8.0%	897,350	-3.0%	$258.0M
NVDANvidia Corporation	4.1%	4.3%	866,383	+3.1%	$151.1M
TSMTaiwan Semiconductor Manufac	4.0%	3.8%	438,201	-2.7%	$148.1M
BRK-BBerkshire Hathaway Inc Del	3.7%	3.9%	281,451	+0.8%	$134.9M
VVisa Inc	2.9%	3.5%	351,875	-2.8%	$106.4M
CRHCrh PLC	2.9%	3.6%	1,008,537	-2.6%	$106.0M
AAPLApple Inc	2.8%	2.9%	410,438	+4.7%	$104.2M
SYKStryker Corporation	2.4%	2.6%	265,451	-0.7%	$87.2M
CBChubb Limited	2.4%	2.3%	265,802	+0.3%	$86.6M
JPMJpmorgan Chase & Co	2.3%	2.4%	286,422	+5.7%	$84.3M
KOCoca Cola Co	2.1%	1.9%	993,773	+2.5%	$75.6M
METAMeta Platforms Inc	1.9%	2.0%	120,243	+11.9%	$68.8M
BKNGBooking Holdings Inc	1.7%	2.3%	14,513	-8.6%	$61.1M
TMOThermo Fisher Scientific Inc	1.5%	1.7%	109,140	+4.6%	$53.6M
LINLinde PLC	1.2%	1.1%	89,609	-0.9%	$44.4M
NEENextera Energy Inc	1.2%	0.9%	463,794	+14.3%	$43.1M
IEXIdex Corp	1.1%	0.9%	205,291	+10.8%	$38.9M
GOOGAlphabet Inc	1.0%	1.2%	133,490	-3.0%	$38.3M
AZOAutozone Inc	1.0%	1.0%	11,290	+7.9%	$38.1M
CEFSprott Asset Management LP	1.0%	1.0%	797,590	-1.7%	$38.1M
NDAQNasdaq Inc	1.0%	1.2%	428,067	-0.5%	$36.3M
BACBank of Amer Corp	0.9%	1.0%	691,958	+7.7%	$33.7M
SPGIS&p Global Inc	0.9%	1.2%	78,907	-1.9%	$33.6M
GSGoldman Sachs Group Inc	0.9%	1.0%	39,470	-5.4%	$33.4M
JNJJohnson & Johnson	0.9%	0.8%	135,066	-2.0%	$33.0M
TTETotalenergies SE	0.9%	0.6%	350,023	+2.7%	$32.7M
MAMastercard Incorporated	0.9%	1.1%	64,591	-9.7%	$32.3M
TJXTjx Cos Inc New	0.8%	0.8%	191,584	-3.6%	$30.6M
SUNBSunbelt Rentals Holdings Inc	0.8%	—	444,828	—	$29.0M
ISRGIntuitive Surgical Inc	0.8%	0.8%	62,473	+16.6%	$28.8M
WMTWalmart Inc	0.8%	0.7%	222,464	-6.2%	$27.6M
ZTSZoetis Inc	0.7%	1.1%	231,709	-23.6%	$27.4M
UNHUnitedhealth Group Inc	0.7%	1.5%	95,509	-42.8%	$25.8M
AEMAgnico Eagle Mines Ltd	0.7%	0.6%	126,725	-3.5%	$25.7M
SWSmurfit Westrock PLC F	0.7%	0.7%	603,376	-12.7%	$24.0M
FCXFreeport Mcmoran Inc	0.6%	0.5%	395,226	+13.1%	$23.2M
CVXChevron Corporation	0.6%	0.4%	100,111	-3.5%	$20.7M
NFLXNetflix Inc.	0.5%	0.5%	207,610	+9.7%	$20.0M
NEMNewmont Corp	0.5%	0.5%	178,759	-4.4%	$19.4M
APHAmphenol Corp	0.5%	—	150,010	—	$19.0M
DHRDanaher Corp Del	0.5%	0.8%	99,678	-18.0%	$18.9M
AVGOBroadcom Inc	0.5%	—	59,969	—	$18.6M
MCDMcdonalds Corp	0.5%	0.5%	58,788	-7.2%	$18.3M
INTUIntuit	0.4%	0.5%	37,843	+47.8%	$16.4M
XOMExxon Mobil Corp	0.4%	—	95,705	—	$16.2M
PGProcter & Gamble Co	0.4%	0.5%	110,666	-13.6%	$16.0M
RACEFerrari N V	0.4%	0.7%	46,583	-30.0%	$15.8M

What Evelyn Partners Investment Management LLP bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

INTU Intuit+47.8% shares
ISRG Intuitive Surgical Inc+16.6% shares
NEE Nextera Energy Inc+14.3% shares
FCX Freeport Mcmoran Inc+13.1% shares
META Meta Platforms Inc+11.9% shares
IEX Idex Corp+10.8% shares
NFLX Netflix Inc.+9.7% shares
AZO Autozone Inc+7.9% shares

Reduced

Left the top 50

ROP Roper Technologies Incwas 0.7%
BX Blackstone Incwas 0.7%
GEHC Ge Healthcare Technologies Iwas 0.5%
MKL Markel Group Incwas 0.5%
BUR Burford Capital Limitedwas 0.5%

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.7% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$3.7B	410
Q4 2025	$3.6B	413
Q3 2025	$3.5B	409
Q2 2025	$3.3B	415

Questions about Evelyn Partners Investment Management LLP's portfolio

What stocks does Evelyn Partners Investment Management LLP own?

Evelyn Partners Investment Management LLP's latest 13F, for Q1 2026 and filed May 15, 2026, lists 410 positions worth $3.7B. The largest are Astrazeneca PLC (AZN) at 8.8%, Microsoft Corp (MSFT) at 7.1%, Amazon Com Inc (AMZN) at 7.0%, Alphabet Inc (GOOGL) at 7.0% and Nvidia Corporation (NVDA) at 4.1%.

What did Evelyn Partners Investment Management LLP buy last quarter?

In Q1 2026, Evelyn Partners Investment Management LLP added Intuit (INTU) (+47.8% shares), Intuitive Surgical Inc (ISRG) (+16.6% shares) and Nextera Energy Inc (NEE) (+14.3% shares), compared with its Q4 2025 filing.

What did Evelyn Partners Investment Management LLP sell last quarter?

In Q1 2026, Evelyn Partners Investment Management LLP cut from its top 50 Roper Technologies Inc (ROP), cut from its top 50 Blackstone Inc (BX), cut from its top 50 Ge Healthcare Technologies I (GEHC), cut from its top 50 Markel Group Inc (MKL), cut from its top 50 Burford Capital Limited (BUR), Unitedhealth Group Inc (UNH) (-42.8% shares), Ferrari N V (RACE) (-30.0% shares) and Zoetis Inc (ZTS) (-23.6% shares), compared with its Q4 2025 filing.

When is Evelyn Partners Investment Management LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Evelyn Partners Investment Management LLP's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.