Holdings of Evelyn Partners Investment Management LLP

Name: Holdings of Evelyn Partners Investment Management LLP
Creator: Titelia
License: https://titelia.com/en/sources

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Net assets: -
Positions: 330 in 9 countries
Top ten: 54.6 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
1	Microsoft Corp	703,648	260.5M $
2	Amazon.com Inc	1,242,299	258.7M $
3	Alphabet Inc	897,350	258M $
4	NVIDIA Corp	866,383	151.1M $
5	Taiwan Semiconductor Manufacturing Co Ltd	438,201	148.1M $
6	Berkshire Hathaway Inc	281,451	134.9M $
7	Visa Inc	351,875	106.4M $
8	Apple Inc	410,438	104.2M $
9	Stryker Corp	265,451	87.2M $
10	JPMorgan Chase & Co	286,422	84.3M $
11	Coca-Cola Co/The	993,773	75.6M $
12	Meta Platforms Inc	120,243	68.8M $
13	Booking Holdings Inc	14,513	61.1M $
14	Thermo Fisher Scientific Inc	109,140	53.6M $
15	NextEra Energy Inc	463,794	43.1M $
16	IDEX Corp	205,291	38.9M $
17	Alphabet Inc	133,490	38.3M $
18	AutoZone Inc	11,290	38.1M $
19	Nasdaq Inc	428,067	36.3M $
20	Bank of America Corp	691,958	33.7M $
21	S&P Global Inc	78,907	33.6M $
22	Goldman Sachs Group Inc/The	39,470	33.4M $
23	Johnson & Johnson	135,066	33M $
24	Mastercard Inc	64,591	32.3M $
25	TJX Cos Inc/The	191,584	30.6M $
26	Sunbelt Rentals Holdings Inc	444,828	29M $
27	Intuitive Surgical Inc	62,473	28.8M $
28	Walmart Inc	222,464	27.6M $
29	Zoetis Inc	231,709	27.4M $
30	UnitedHealth Group Inc	95,509	25.8M $
31	Freeport-McMoRan Inc	395,226	23.2M $
32	Chevron Corp	100,111	20.7M $
33	Netflix Inc	207,610	20M $
34	Newmont Corp	178,759	19.4M $
35	Amphenol Corp	150,010	19M $
36	Danaher Corp	99,678	18.9M $
37	Broadcom Inc	59,969	18.6M $
38	McDonald's Corp.	58,788	18.3M $
39	Intuit Inc	37,843	16.4M $
40	Exxon Mobil Corp	95,705	16.2M $
41	Procter & Gamble Co/The	110,666	16M $
42	Markel Group Inc	7,772	14.9M $
43	Blackstone Inc	126,850	14.6M $
44	Cisco Systems, Inc.	161,461	12.5M $
45	Ferguson Enterprises Inc	48,678	11.4M $
46	Costco Wholesale Corp	11,277	11.2M $
47	Walt Disney Co/The	111,068	10.7M $
48	Deere & Co	18,992	10.7M $
49	Boston Scientific Corp	168,771	10.6M $
50	GE HealthCare Technologies Inc	147,330	10.5M $
51	Interactive Brokers Group Inc	148,042	9.9M $
52	American Water Works Co Inc	61,264	8.3M $
53	Palo Alto Networks Inc	48,651	7.8M $
54	Prologis Inc	58,665	7.8M $
55	CME Group Inc	25,372	7.5M $
56	SPDR Gold Shares	16,893	7.3M $
57	Eli Lilly & Co	7,228	6.6M $
58	Abbott Laboratories	61,231	6.3M $
59	Mondelez International Inc	103,654	6M $
60	Arista Networks Inc	47,223	5.8M $
61	PepsiCo Inc	36,016	5.6M $
62	American Tower Corp	31,721	5.5M $
63	Verizon Communications Inc	91,029	4.6M $
64	L3Harris Technologies Inc	13,117	4.5M $
65	Salesforce Inc	24,115	4.5M $
66	Roper Technologies Inc	12,717	4.5M $
67	EOG Resources Inc	30,864	4.5M $
68	Williams Cos Inc/The	60,414	4.4M $
69	Honeywell International Inc	17,245	3.9M $
70	Invesco QQQ Trust Series 1	6,435	3.7M $
71	Boeing Co/The	16,347	3.3M $
72	Sherwin-Williams Co/The	10,094	3.2M $
73	Caterpillar Inc	4,179	3M $
74	Martin Marietta Materials Inc	4,744	2.8M $
75	Citigroup Inc	23,813	2.7M $
76	MSCI Inc	4,961	2.7M $
77	Marsh & McLennan Cos Inc	14,966	2.6M $
78	Cadence Design Systems Inc	9,291	2.6M $
79	Colgate-Palmolive Co	29,494	2.5M $
80	State Street SPDR S&P 500 ETF Trust	3,559	2.3M $
81	Tesla Inc	6,075	2.3M $
82	International Business Machines Corp.	8,809	2.1M $
83	Ishares Inc	11,534	2.1M $
84	Rockwell Automation Inc	5,771	2.1M $
85	Crowdstrike Holdings Inc	5,185	2M $
86	iShares 0-5 Year TIPS Bond ETF	18,825	1.9M $
87	Coinbase Global Inc	10,997	1.9M $
88	International Paper Co	48,364	1.7M $
89	Dover Corp	8,259	1.7M $
90	RTX Corp	8,868	1.7M $
91	General Electric Co	5,872	1.7M $
92	Texas Pacific Land Corp	3,475	1.6M $
93	Merck & Co Inc	13,690	1.6M $
94	Becton Dickinson & Co	10,254	1.6M $
95	Shell PLC	17,297	1.6M $
96	iShares Core S&P 500 ETF	2,403	1.6M $
97	Pfizer Inc	55,712	1.6M $
98	Morgan Stanley	9,420	1.6M $
99	Motorola Solutions Inc	3,510	1.5M $
100	AT&T Inc	41,108	1.2M $

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Sector breakdown

Technology 26.1 %
Financials 18.6 %
Consumer discretionary 14.2 %
Communication 13.8 %
Health care 10.8 %
Consumer staples 5.1 %
Industrials 2.9 %
Materials 1.8 %
Utilities 1.8 %
Energy 1.0 %
Real estate 0.5 %
Funds 0.1 %
Unattributed 3.6 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

United States 94.8 %
Taiwan 5.1 %
United Kingdom 0.1 %
Ireland 0.0 %
India 0.0 %
Denmark 0.0 %
Brazil 0.0 %
Japan 0.0 %
Finland 0.0 %

Shares are computed on the fund's equities only.

Rank	Country	Lines	Value	Share
1	United States	318	2.8B $	94.83 %
2	Taiwan	1	148.1M $	5.07 %
3	United Kingdom	3	1.9M $	0.07 %
4	Ireland	1	643.4K $	0.02 %
5	India	2	294.6K $	0.01 %
6	Denmark	1	101.6K $	0.00 %
7	Brazil	2	52.8K $	0.00 %
8	Japan	1	3.1K $	0.00 %
9	Finland	1	3K $	0.00 %

Cite this page

Titelia. "Holdings of Evelyn Partners Investment Management LLP". https://titelia.com/en/funds/US13F2065206