Evelyn Partners Investment Management LLP
411 holdingsFiling period: 2026-03-31Current AUM: $4.09Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | 1.68M | $325.5M | $325.5M | 7.96% | -- | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 703.6K | $260.5M | $327.0M | 8.00% | +31.1K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 1.24M | $258.7M | $337.4M | 8.25% | +23.1K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 897.4K | $258.0M | $319.6M | 7.82% | -28,211 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 866.4K | $151.1M | $173.9M | 4.26% | +26.0K | 2026-03-31 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 438.2K | $148.1M | $177.1M | 4.33% | -12,048 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 281.5K | $134.9M | $134.9M | 3.30% | +2.3K | 2026-03-31 |
| 8 | V | VISA INC | 351.9K | $106.3M | $128.8M | 3.15% | -10,181 | 2026-03-31 |
| 9 | — | CRH PLC | 1.01M | $106.0M | $106.0M | 2.59% | -27,324 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 410.4K | $104.2M | $126.8M | 3.10% | +18.5K | 2026-03-31 |
| 11 | SYK | STRYKER CORPORATION | 265.5K | $87.2M | $86.5M | 2.12% | -1,863 | 2026-03-31 |
| 12 | — | CHUBB LTD SWITZ | 265.8K | $86.6M | $86.6M | 2.12% | +899 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 286.4K | $84.3M | $100.8M | 2.47% | +15.5K | 2026-03-31 |
| 14 | KO | COCA COLA CO | 993.8K | $75.6M | $87.0M | 2.13% | +23.9K | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 120.2K | $68.8M | $66.9M | 1.64% | +12.8K | 2026-03-31 |
| 16 | BKNG | BOOKING HOLDINGS INC | 14.5K | $61.1M | $70.0M | 1.71% | -1,357 | 2026-03-31 |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | 109.1K | $53.6M | $62.7M | 1.53% | +4.8K | 2026-03-31 |
| 18 | — | LINDE PLC | 89.6K | $44.4M | $44.4M | 1.09% | -770 | 2026-03-31 |
| 19 | NEE | NEXTERA ENERGY INC | 463.8K | $43.1M | $40.3M | 0.99% | +58.2K | 2026-03-31 |
| 20 | IEX | IDEX CORP | 205.3K | $38.9M | $47.3M | 1.16% | +19.9K | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 133.5K | $38.3M | $47.6M | 1.16% | -4,102 | 2026-03-31 |
| 22 | AZO | AUTOZONE INC | 11.3K | $38.1M | $34.1M | 0.83% | +825 | 2026-03-31 |
| 23 | CEF | SPROTT ASSET MANAGEMENT LP | 797.6K | $38.1M | $31.9M | 0.78% | -13,941 | 2026-03-31 |
| 24 | NDAQ | NASDAQ INC | 428.1K | $36.3M | $40.3M | 0.99% | -2,177 | 2026-03-31 |
| 25 | BAC | BANK AMERICA CORP | 692.0K | $33.7M | $42.9M | 1.05% | +49.3K | 2026-03-31 |
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