Evelyn Partners Investment Management LLP

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CIK 2065206

13F portfolio (2026-Q1)

$3.7B

Positions

410

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

410

Top 5

34.1%

Top 10

50.4%

Effective N

28.6

HHI

0.035

This quarter

15 new · 0 exit →

By sector

Information Technology23.1%

Financials17.7%

Health Care14.8%

Consumer Discretionary11.5%

Communication Services11.0%

Materials7.6%

Industrials5.9%

Consumer Staples2.5%

Other6.0%

By market cap

Mega (>$200B)53.7%

Large ($10–200B)28.7%

Unknown17.4%

Small ($300M–2B)0.1%

Mid ($2–10B)0.0%

Micro (<$300M)0.0%

By region

North America83.7%

Europe10.3%

Asia-Pacific4.0%

Other1.9%

Africa0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Pharmaceuticals & Biotechnology	10.98%	24
Specialty Retail	10.06%	8
Software & IT Services	9.99%	11
Semiconductors & Semiconductor Equipment	9.22%	11
Software	7.85%	17
Unclassified	5.97%	70
Technology Hardware & Equipment	5.82%	20
Commercial Services & Supplies	5.71%	21
Banks	3.81%	20
Health Care Equipment & Supplies	3.81%	14
Insurance	3.59%	13
Construction Materials	2.96%	2
Capital Markets	2.91%	13
Beverages	2.24%	4
Oil, Gas & Consumable Fuels	2.21%	18
Metals & Mining	2.13%	14
Chemicals	1.81%	20
Machinery	1.78%	14
Transportation Infrastructure	1.66%	1
Utilities	1.52%	7
Paper & Forest Products	0.70%	5
Media & Entertainment	0.58%	10
Hotels, Restaurants & Leisure	0.56%	5
Aerospace & Defense	0.37%	8
Equity Real Estate Investment Trusts (REITs)	0.37%	5
Distributors	0.32%	6
Entertainment	0.29%	1
Food Products	0.18%	8
Diversified Telecommunication Services	0.16%	2
Road & Rail	0.10%	4
Automobiles & Components	0.10%	5
Electrical Equipment & Components	0.08%	4
Communications Equipment	0.05%	4
Tobacco	0.04%	2
Airlines	0.02%	2
Media & Publishing	0.01%	2
Life Sciences Tools & Services	0.01%	3
Agricultural Products	0.01%	2
Food & Staples Retailing	0.00%	1
Construction & Engineering	0.00%	3
Marine	0.00%	1
Real Estate Management & Development	0.00%	1
Health Care Providers & Services	0.00%	2
Professional Services	0.00%	1
Household Durables	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AZN	Astrazeneca PLC	Health Care	8.84%
2	MSFT	MICROSOFT CORP	Information Technology	7.08%
3	AMZN	AMAZON COM INC	Consumer Discretionary	7.03%
4	GOOGL	Alphabet Inc.	Communication Services	7.01%
5	NVDA	NVIDIA CORP	Information Technology	4.11%
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	4.02%
7	BRK.B	BERKSHIRE HATHAWAY INC	Financials	3.66%
8	V	VISA INC.	Financials	2.89%
9	CRH	CRH PUBLIC LTD CO	Materials	2.88%
10	AAPL	Apple Inc.	Information Technology	2.83%

344/410 names classified · sector 98.1% of weight · industry 94.0% · mkt cap 82.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyMSFT, NVDA, TSM, AAPL, TMO · other

FinancialsBRK.B, V, JPM, CB, UNH · other

Consumer DiscretionaryAMZN, AZO, MCD, TJX, RACE · other

Communication ServicesGOOGL, META, GOOG, NFLX, DIS · other

Health CareSYK, ZTS, AZN, JNJ, ISRG · other

MaterialsCRH, LIN, SW, AEM, PG · other

IndustrialsBKNG, IEX, SPGI, ACN, SUNB · other

Consumer StaplesKO, PEP, MDLZ, KDP, PM · other

EnergyCVX, XOM, TTE, SLB, EOG · other

UtilitiesNEE, AWK, WMB, LNG, AEP · other

Real EstateAMT, PLD, EQIX, ARE, O · other

UnclassifiedCEF, GLD, QQQ, SPY, MICC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (265 classified)Evelyn Partners Investment Management LLP centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesMaterialsHealth CareIndustrialsConsumer StaplesUtilitiesEnergyReal Estate

Style box summary for Evelyn Partners Investment Management LLP: centroid Large Core. Heaviest cells: Large Growth 45.1%, Large Core 16.7%, Mid Core 8.0%.

Classified: 77.8% of book weight (265/410 names) · unclassified 22.2%: AZN, TSM, BRK.B, CEF, TTE, SUNB, AEM, RACE, WPM, GLD +135 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 410 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AZNASTRAZENECA PLC	1,675,125	$325M	8.8%	NEW
2	MSFTMICROSOFT CORP	703,648	$260M	7.1%	ADD 5%
3	AMZNAMAZON COM INC	1,242,299	$259M	7.0%	HOLD
4	GOOGLALPHABET INC	897,350	$258M	7.0%	TRIM −3%
5	NVDANVIDIA CORPORATION	866,383	$151M	4.1%	ADD 3%
6	TSMTAIWAN SEMICONDUCTOR MFG LTD	438,201	$148M	4.0%	TRIM −3%
7	BRK.BBERKSHIRE HATHAWAY INC DEL	281,451	$135M	3.7%	HOLD
8	VVISA INC	351,875	$106M	2.9%	TRIM −3%
9	CRHCRH PLC	1,008,537	$106M	2.9%	TRIM −3%
10	AAPLAPPLE INC	410,438	$104M	2.8%	ADD 5%
11	SYKSTRYKER CORPORATION	265,451	$87M	2.4%	HOLD
12	CBCHUBB LIMITED	265,802	$87M	2.4%	HOLD
13	JPMJPMORGAN CHASE & CO	286,422	$84M	2.3%	ADD 6%
14	KOCOCA COLA CO	993,773	$76M	2.1%	ADD 2%
15	METAMETA PLATFORMS INC	120,243	$69M	1.9%	ADD 12%
16	BKNGBOOKING HOLDINGS INC	14,513	$61M	1.7%	TRIM −9%
17	TMOTHERMO FISHER SCIENTIFIC INC	109,140	$54M	1.5%	ADD 5%
18	LINLINDE PLC	89,609	$44M	1.2%	HOLD
19	NEENEXTERA ENERGY INC	463,794	$43M	1.2%	ADD 14%
20	IEXIDEX CORP	205,291	$39M	1.1%	ADD 11%
21	GOOGALPHABET INC	133,490	$38M	1.0%	TRIM −3%
22	AZOAUTOZONE INC	11,290	$38M	1.0%	ADD 8%
23	CEFSPROTT ASSET MANAGEMENT LP	797,590	$38M	1.0%	HOLD
24	NDAQNASDAQ INC	428,067	$36M	1.0%	HOLD
25	BACBANK AMERICA CORP	691,958	$34M	0.9%	ADD 8%
26	SPGIS&P GLOBAL INC	78,907	$34M	0.9%	HOLD
27	GSGOLDMAN SACHS GROUP INC	39,470	$33M	0.9%	TRIM −5%
28	JNJJOHNSON & JOHNSON	135,066	$33M	0.9%	HOLD
29	TTETotalEnergies SE	350,023	$33M	0.9%	ADD 3%
30	MAMASTERCARD INCORPORATED	64,591	$32M	0.9%	TRIM −10%
31	TJXTJX COS INC NEW	191,584	$31M	0.8%	TRIM −4%
32	SUNBSUNBELT RENTALS HOLDINGS INC	444,828	$29M	0.8%	NEW
33	ISRGINTUITIVE SURGICAL INC	62,473	$29M	0.8%	ADD 17%
34	WMTWALMART INC	222,464	$28M	0.8%	TRIM −6%
35	ZTSZOETIS INC	231,709	$27M	0.7%	TRIM −24%
36	UNHUNITEDHEALTH GROUP INC	95,509	$26M	0.7%	TRIM −43%
37	AEMAGNICO EAGLE MINES LTD	126,725	$26M	0.7%	TRIM −4%
38	SWSMURFIT WESTROCK PLC	603,376	$24M	0.7%	TRIM −13%
39	FCXFREEPORT MCMORAN INC	395,226	$23M	0.6%	ADD 13%
40	CVXCHEVRON CORP NEW	100,111	$21M	0.6%	TRIM −3%
41	NFLXNETFLIX INC	207,610	$20M	0.5%	ADD 10%
42	NEMNEWMONT CORP	178,759	$19M	0.5%	TRIM −4%
43	APHAMPHENOL CORP	150,010	$19M	0.5%	ADD 43%
44	DHRDANAHER CORP DEL	99,678	$19M	0.5%	TRIM −18%
45	AVGOBROADCOM INC	59,969	$19M	0.5%	ADD 118%
46	MCDMCDONALDS CORP	58,788	$18M	0.5%	TRIM −7%
47	INTUINTUIT	37,843	$16M	0.4%	ADD 48%
48	XOMEXXON MOBIL CORP	95,705	$16M	0.4%	ADD 38%
49	PGPROCTER AND GAMBLE CO	110,666	$16M	0.4%	TRIM −14%
50	RACEFERRARI N V	46,583	$16M	0.4%	TRIM −30%
51	MKLMARKEL GROUP INC	7,772	$15M	0.4%	HOLD
52	BXBLACKSTONE INC	126,850	$15M	0.4%	TRIM −17%
53	CSCOCISCO SYS INC	161,461	$13M	0.3%	ADD 7%
54	FERGFERGUSON ENTERPRISES INC	48,678	$11M	0.3%	HOLD
55	COSTCOSTCO WHSL CORP NEW	11,277	$11M	0.3%	ADD 3%
56	DISDISNEY WALT CO	111,068	$11M	0.3%	TRIM −3%
57	DEDEERE & CO	18,992	$11M	0.3%	HOLD
58	BSXBOSTON SCIENTIFIC CORP	168,771	$11M	0.3%	ADD 19%
59	GEHCGE HEALTHCARE TECHNOLOGIES I	147,330	$10M	0.3%	TRIM −38%
60	IBKRINTERACTIVE BROKERS GROUP IN	148,042	$10M	0.3%	TRIM −9%
61	ETNEATON CORP PLC	25,058	$9M	0.2%	TRIM −4%
62	WPMWHEATON PRECIOUS METALS CORP	65,672	$9M	0.2%	TRIM −4%
63	AWKAMERICAN WTR WKS CO INC NEW	61,264	$8M	0.2%	HOLD
64	PANWPALO ALTO NETWORKS INC	48,651	$8M	0.2%	ADD 15%
65	PLDPROLOGIS INC.	58,665	$8M	0.2%	TRIM −3%
66	CMECME GROUP INC	25,372	$7M	0.2%	TRIM −7%
67	GLDSPDR GOLD TR	16,893	$7M	0.2%	TRIM −3%
68	LLYELI LILLY & CO	7,228	$7M	0.2%	ADD 39%
69	ABTABBOTT LABS	61,231	$6M	0.2%	TRIM −4%
70	MDLZMONDELEZ INTL INC	103,654	$6M	0.2%	HOLD
71	ANETARISTA NETWORKS INC	47,223	$6M	0.2%	TRIM −3%
72	PEPPEPSICO INC	36,016	$6M	0.2%	TRIM −16%
73	AMTAMERICAN TOWER CORP	31,721	$5M	0.1%	TRIM −42%
74	RYROYAL BK CDA	32,604	$5M	0.1%	HOLD
75	ACNACCENTURE PLC IRELAND	24,895	$5M	0.1%	TRIM −8%
76	BURBURFORD CAP LTD	1,051,903	$5M	0.1%	TRIM −42%
77	VZVERIZON COMMUNICATIONS INC	91,029	$5M	0.1%	HOLD
78	LHXL3HARRIS TECHNOLOGIES INC	13,117	$5M	0.1%	TRIM −3%
79	CRMSALESFORCE INC	24,115	$5M	0.1%	TRIM −4%
80	ROPROPER TECHNOLOGIES INC	12,717	$5M	0.1%	TRIM −78%
81	EOGEOG RES INC	30,864	$4M	0.1%	NEW
82	WMBWILLIAMS COS INC	60,414	$4M	0.1%	HOLD
83	SLBSCHLUMBERGER LTD	82,629	$4M	0.1%	HOLD
84	HONHONEYWELL INTL INC	17,245	$4M	0.1%	TRIM −23%
85	QQQINVESCO QQQ TR	6,435	$4M	0.1%	HOLD
86	BABOEING CO	16,347	$3M	0.1%	ADD 88%
87	SHWSHERWIN WILLIAMS CO	10,094	$3M	0.1%	HOLD
88	TDTORONTO DOMINION BK ONT	34,014	$3M	0.1%	HOLD
89	CATCATERPILLAR INC	4,179	$3M	0.1%	TRIM −3%
90	MLMMARTIN MARIETTA MATLS INC	4,744	$3M	0.1%	TRIM −9%
91	CCITIGROUP INC	23,813	$3M	0.1%	TRIM −11%
92	MICCMAGNUM ICE CREAM CO NV	182,664	$3M	0.1%	TRIM −54%
93	MSCIMSCI INC	4,961	$3M	0.1%	TRIM −4%
94	MRSHMARSH & MCLENNAN COS INC	14,966	$3M	0.1%	TRIM −14%
95	CDNSCADENCE DESIGN SYSTEM INC	9,291	$3M	0.1%	TRIM −39%
96	CLCOLGATE PALMOLIVE CO	29,494	$3M	0.1%	TRIM −5%
97	SPYSTATE STR SPDR S&P 500 ETF T	3,559	$2M	0.1%	HOLD
98	TSLATESLA INC	6,075	$2M	0.1%	HOLD
99	IBMINTERNATIONAL BUSINESS MACHS	8,809	$2M	0.1%	HOLD
100	URTHISHARES INC	11,534	$2M	0.1%	ADD 14%
101	ROKROCKWELL AUTOMATION INC	5,771	$2M	0.1%	ADD 145%
102	CPCANADIAN PACIFIC KANSAS CITY	25,993	$2M	0.1%	TRIM −10%
103	CRWDCROWDSTRIKE HLDGS INC	5,185	$2M	0.1%	HOLD
104	STIPISHARES TR	18,825	$2M	0.1%	HOLD
105	COINCOINBASE GLOBAL INC	10,997	$2M	0.1%	ADD 14%
106	IPINTERNATIONAL PAPER CO	48,364	$2M	0.0%	TRIM −14%
107	DOVDOVER CORP	8,259	$2M	0.0%	TRIM −8%
108	RTXRTX CORPORATION	8,868	$2M	0.0%	TRIM −5%
109	GEGE AEROSPACE	5,872	$2M	0.0%	HOLD
110	TPLTEXAS PACIFIC LAND CORPORATI	3,475	$2M	0.0%	TRIM −33%
111	MRKMERCK & CO INC	13,690	$2M	0.0%	TRIM −2%
112	BDXBECTON DICKINSON & CO	10,254	$2M	0.0%	TRIM −12%
113	SHELSHELL PLC	17,297	$2M	0.0%	HOLD
114	IVVISHARES TR	2,403	$2M	0.0%	HOLD
115	PFEPFIZER INC	55,712	$2M	0.0%	HOLD
116	MSMORGAN STANLEY	9,420	$2M	0.0%	HOLD
117	MSIMOTOROLA SOLUTIONS INC	3,510	$2M	0.0%	NEW
118	LOGILOGITECH INTL S A	14,209	$1M	0.0%	TRIM −33%
119	APTVAPTIV PLC	18,263	$1M	0.0%	TRIM −30%
120	TAT&T INC	41,108	$1M	0.0%	HOLD
121	ADPAUTOMATIC DATA PROCESSING IN	5,844	$1M	0.0%	TRIM −2%
122	FLUTFLUTTER ENTMT PLC	11,497	$1M	0.0%	TRIM −48%
123	GEVGE VERNOVA INC	1,327	$1M	0.0%	TRIM −9%
124	SPOTSPOTIFY TECHNOLOGY S A	2,350	$1M	0.0%	ADD 8%
125	AXPAMERICAN EXPRESS CO	3,764	$1M	0.0%	HOLD
126	KDPKEURIG DR PEPPER INC	42,948	$1M	0.0%	HOLD
127	UBSUBS GROUP AG	28,866	$1M	0.0%	HOLD
128	APDAIR PRODS & CHEMS INC	3,861	$1M	0.0%	TRIM −11%
129	TXNTEXAS INSTRS INC	5,560	$1M	0.0%	TRIM −10%
130	UNPUNION PAC CORP	4,251	$1M	0.0%	HOLD
131	BEPBROOKFIELD RENEWABLE PARTNER	29,898	$976,170	0.0%	HOLD
132	BLKBLACKROCK INC	1,007	$968,442	0.0%	ADD 6%
133	CMGCHIPOTLE MEXICAN GRILL INC	29,669	$949,705	0.0%	TRIM −15%
134	ABBVABBVIE INC	4,210	$915,633	0.0%	TRIM −20%
135	PMPHILIP MORRIS INTL INC	5,092	$841,911	0.0%	HOLD
136	OPPJWISDOMTREE TR	14,847	$807,083	0.0%	HOLD
137	SHOPSHOPIFY INC	6,735	$798,906	0.0%	TRIM −58%
138	WTWWILLIS TOWERS WATSON PLC LTD	2,653	$771,227	0.0%	ADD 10%
139	JEFJEFFERIES FINL GROUP INC	17,596	$726,187	0.0%	HOLD
140	NKENIKE INC	13,334	$704,302	0.0%	TRIM −19%
141	CSXCSX CORP	17,046	$699,738	0.0%	HOLD
142	ULUNILEVER PLC	12,078	$688,084	0.0%	HOLD
143	EAELECTRONIC ARTS INC	3,345	$681,945	0.0%	HOLD
144	AXONAXON ENTERPRISE INC	1,550	$658,270	0.0%	ADD 43%
145	RYAAYRYANAIR HOLDINGS PLC	11,131	$643,372	0.0%	TRIM −2%
146	VGKVANGUARD INTL EQUITY INDEX F	7,805	$643,366	0.0%	ADD 6%
147	NTRSNORTHERN TR CORP	4,590	$640,626	0.0%	HOLD
148	VLTOVERALTO CORP	7,193	$636,005	0.0%	HOLD
149	ALCALCON AG	8,377	$631,500	0.0%	TRIM −14%
150	HDHOME DEPOT INC	1,909	$627,851	0.0%	HOLD
151	VGTVANGUARD WORLD FD	881	$614,691	0.0%	HOLD
152	MOALTRIA GROUP INC	9,112	$601,301	0.0%	HOLD
153	MCHPMICROCHIP TECHNOLOGY INC.	9,300	$600,873	0.0%	HOLD
154	AUANGLOGOLD ASHANTI PLC	6,088	$592,728	0.0%	ADD 1118%
155	NOWSERVICENOW INC	5,589	$584,330	0.0%	TRIM −61%
156	MARMARRIOTT INTL INC NEW	1,762	$576,297	0.0%	TRIM −4%
157	YUMYUM BRANDS INC	3,702	$575,587	0.0%	HOLD
158	AONAON PLC	1,675	$540,657	0.0%	HOLD
159	IWMISHARES TR	2,180	$540,640	0.0%	TRIM −9%
160	TRITHOMSON REUTERS CORP	5,899	$530,556	0.0%	TRIM −5%
161	VTVANGUARD INTL EQUITY INDEX F	3,810	$526,999	0.0%	ADD 41%
162	COPCONOCOPHILLIPS	3,261	$430,452	0.0%	TRIM −8%
163	KKRKKR & CO INC	4,640	$429,200	0.0%	HOLD
164	WMWASTE MGMT INC DEL	1,860	$427,409	0.0%	HOLD
165	DXJWISDOMTREE TR	2,667	$422,933	0.0%	HOLD
166	SKYYFIRST TR EXCHANGE-TRADED FD	3,860	$422,130	0.0%	HOLD
167	INDVINDIVIOR PHARMACEUTICALS INC COM	13,624	$415,260	0.0%	NEW
168	XYLXYLEM INC	3,415	$408,093	0.0%	ADD 6%
169	VTIVANGUARD INDEX FDS	1,260	$404,221	0.0%	ADD 49%
170	SGOLETFS GOLD TR	9,040	$403,365	0.0%	TRIM −14%
171	JCIJOHNSON CONTROLS INTERNATION	2,965	$388,267	0.0%	HOLD
172	BBARRICK MNG CORP	9,366	$382,273	0.0%	TRIM −7%
173	VPLVANGUARD INTL EQUITY INDEX F	3,808	$372,156	0.0%	HOLD
174	STESTERIS PLC	1,589	$351,376	0.0%	TRIM −3%
175	SUSUNCOR ENERGY INC NEW	5,200	$343,816	0.0%	HOLD
176	KEYSKEYSIGHT TECHNOLOGIES INC	1,204	$339,973	0.0%	HOLD
177	IEMGISHARES INC	4,808	$335,358	0.0%	ADD 12%
178	EEMISHARES TR	5,820	$330,518	0.0%	ADD 15%
179	INTCINTEL CORP	7,350	$324,356	0.0%	TRIM −14%
180	BMYBRISTOL-MYERS SQUIBB CO	5,339	$323,810	0.0%	HOLD
181	MDTMEDTRONIC PLC	3,625	$314,106	0.0%	TRIM −14%
182	MKCMCCORMICK & CO INC	6,220	$313,737	0.0%	HOLD
183	STTSTATE STR CORP	2,445	$309,439	0.0%	HOLD
184	ELLAUDER ESTEE COS INC	4,212	$302,295	0.0%	TRIM −15%
185	GLWCORNING INC	2,220	$301,853	0.0%	HOLD
186	BMOBANK MONTREAL MEDIUM	2,064	$279,463	0.0%	HOLD
187	EQIXEQUINIX INC	284	$278,388	0.0%	HOLD
188	ALLALLSTATE CORP	1,342	$278,250	0.0%	HOLD
189	CCJCAMECO CORP	2,473	$268,839	0.0%	TRIM −49%
190	PYPLPAYPAL HLDGS INC	5,796	$262,153	0.0%	TRIM −16%
191	AGCOAGCO CORP	2,210	$256,073	0.0%	HOLD
192	CTVACORTEVA INC	3,055	$255,734	0.0%	HOLD
193	WATWATERS CORP	856	$254,917	0.0%	ADD 242%
194	TWLOTWILIO INC	2,000	$251,640	0.0%	HOLD
195	BNSBANK NOVA SCOTIA B C	3,610	$250,173	0.0%	HOLD
196	ADBEADOBE INC	995	$241,865	0.0%	TRIM −2%
197	LRCXLAM RESEARCH CORP	1,126	$240,581	0.0%	TRIM −3%
198	PSXPHILLIPS 66	1,270	$231,369	0.0%	TRIM −10%
199	ARMARM HOLDINGS PLC	1,500	$226,920	0.0%	ADD 67%
200	QQNITY ELECTRONICS INC	1,958	$225,914	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AZNASTRAZENECA PLC

—

1.7M

$325M

MSFTMICROSOFT CORP

599K

606K

665K

666K

673K

704K

$260M

AMZNAMAZON COM INC

1.1M

1.2M

$259M

GOOGLALPHABET INC

1.2M

1.1M

926K

897K

$258M

NVDANVIDIA CORPORATION

799K

847K

848K

838K

840K

866K

$151M

TSMTAIWAN SEMICONDUCTOR MFG LTD

395K

419K

444K

495K

450K

438K

$148M

BRK.BBERKSHIRE HATHAWAY INC DEL

246K

249K

245K

259K

279K

281K

$135M

VVISA INC

380K

372K

354K

355K

362K

352K

$106M

CRHCRH PLC

1.2M

1.1M

1.0M

$106M

AAPLAPPLE INC

484K

472K

417K

400K

392K

410K

$104M

SYKSTRYKER CORPORATION

246K

251K

255K

267K

265K

$87M

CBCHUBB LIMITED

224K

236K

248K

259K

265K

266K

$87M

JPMJPMORGAN CHASE & CO

229K

251K

278K

275K

271K

286K

$84M

KOCOCA COLA CO

725K

750K

777K

870K

970K

994K

$76M

METAMETA PLATFORMS INC

77K

83K

90K

101K

107K

120K

$69M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Evelyn Partners Investment Management LLP

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 410 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Evelyn Partners Investment Management LLP