Evelyn Partners Investment Management Services Ltd
282 holdingsFiling period: 2026-03-31Current AUM: $928.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | 498.1K | $96.8M | $96.8M | 10.42% | -- | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 160.8K | $46.3M | $57.3M | 6.17% | +3.9K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 117.8K | $43.6M | $54.7M | 5.89% | +11.1K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 193.2K | $40.2M | $52.5M | 5.65% | +12.6K | 2026-03-31 |
| 5 | V | VISA INC | 96.3K | $29.1M | $35.3M | 3.80% | -928 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 161.3K | $28.1M | $32.4M | 3.49% | +21.8K | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 54.3K | $26.0M | $26.0M | 2.80% | +4.6K | 2026-03-31 |
| 8 | JNJ | JOHNSON & JOHNSON | 103.1K | $25.2M | $26.4M | 2.85% | +5.2K | 2026-03-31 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 74.1K | $25.0M | $30.0M | 3.23% | -17,712 | 2026-03-31 |
| 10 | SYK | STRYKER CORPORATION | 70.2K | $23.1M | $22.9M | 2.46% | +148 | 2026-03-31 |
| 11 | — | CHUBB LTD SWITZ | 70.3K | $22.9M | $22.9M | 2.47% | +2.8K | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 34.1K | $19.5M | $19.0M | 2.05% | +4.1K | 2026-03-31 |
| 13 | BKNG | BOOKING HOLDINGS INC | 4.6K | $19.4M | $22.3M | 2.40% | +230 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 64.7K | $16.4M | $20.0M | 2.15% | +9.2K | 2026-03-31 |
| 15 | GS | GOLDMAN SACHS GROUP INC | 16.7K | $14.1M | $17.0M | 1.83% | -8,282 | 2026-03-31 |
| 16 | MCD | MCDONALDS CORP | 43.9K | $13.6M | $11.9M | 1.28% | -8,131 | 2026-03-31 |
| 17 | MA | MASTERCARD INCORPORATED | 26.9K | $13.4M | $15.4M | 1.66% | +5.4K | 2026-03-31 |
| 18 | WPM | WHEATON PRECIOUS METALS CORP | 102.1K | $13.4M | $11.1M | 1.20% | +5.5K | 2026-03-31 |
| 19 | — | CRH PLC | 120.7K | $12.7M | $12.7M | 1.37% | +9.0K | 2026-03-31 |
| 20 | ADP | AUTOMATIC DATA PROCESSING IN | 58.4K | $11.9M | $15.6M | 1.67% | -1,695 | 2026-03-31 |
| 21 | ISRG | INTUITIVE SURGICAL INC | 23.9K | $11.0M | $8.4M | 0.91% | +1.6K | 2026-03-31 |
| 22 | ANET | ARISTA NETWORKS INC | 85.7K | $10.5M | $15.5M | 1.66% | +645 | 2026-03-31 |
| 23 | FNV | FRANCO NEV CORP | 42.5K | $10.5M | $9.1M | 0.98% | +2.7K | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 32.8K | $9.6M | $11.5M | 1.24% | +9.2K | 2026-03-31 |
| 25 | CEF | SPROTT ASSET MANAGEMENT LP | 198.0K | $9.4M | $7.9M | 0.85% | +4.5K | 2026-03-31 |
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