Evelyn Partners Asset Management 13F Portfolio Q3 2025

Evelyn Partners Asset Management LTD (CIK: 0002065207) is a financial institution headquartered at 45 Gresham Street, , London, United Kingdom EC2V 7BG. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $442,937,022, comprising 280 distinct securities. Over its filing history, it has submitted 6 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q3 2025

1. GLD SPDR Gold Shares

+$30.1 M

2. VT Vanguard Total World Stock ETF

+$28.75 M

3. GDX VanEck Gold Miners ETF

+$14.14 M

4. DBMF iMGP DBi Managed Futures Strategy ETF

+$9.9 M

5. VPL Vanguard FTSE Pacific ETF

+$9.35 M

Top Sells

Q3 2025

1. AMZN Amazon.com, Inc.

−$29.37 M

2. GOOGL Alphabet Inc.

−$21.14 M

3. ADP Automatic Data Processing, Inc.

−$20.82 M

4. MSFT Microsoft Corporation

−$19.87 M

5. AZO AutoZone, Inc.

−$19.42 M

Stocks/ETFs

+99.28%

$442.94 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
SPDR Gold Shares ETF-GLD	84,665	$30,095,868	6.79%	▲ 84,665	New Buy
Vanguard Total World Stock ETF ETF-VT	208,608	$28,746,183	6.49%	▲ 208,608	New Buy
Microsoft Corporation MSFT	45,333	$23,480,227	5.30%	▼ 38,363	Reduce -45.8%
Alphabet Inc. GOOGL	73,455	$17,856,911	4.03%	▼ 86,949	Reduce -54.2%
Amazon.com, Inc. AMZN	66,291	$14,555,515	3.29%	▼ 133,764	Reduce -66.9%
VanEck Gold Miners ETF ETF-GDX	185,123	$14,143,397	3.19%	▲ 185,123	New Buy
Visa Inc. V	39,491	$13,481,437	3.04%	▼ 30,969	Reduce -44.0%
Stryker Corporation SYK	32,369	$11,968,733	2.70%	▼ 24,833	Reduce -43.4%
Automatic Data Processing, Inc. ADP	38,665	$11,353,957	2.56%	▼ 70,895	Reduce -64.7%
The Walt Disney Company DIS	99,117	$11,348,898	2.56%	▼ 64,943	Reduce -39.6%

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Evelyn Partners Asset Management LTD's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Evelyn Partners Asset Management LTD each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 4 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Evelyn Partners Asset Management LTD Quarterly 13F Statistics

📊 Discover detailed insights into Evelyn Partners Asset Management LTD’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Evelyn Partners Asset Management LTD's All 13F Filings

📑 This section lists all SEC Form 13F filings submitted by Evelyn Partners Asset Management LTD, a registered institutional investment manager. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Evelyn Partners Asset Management LTD 13F Filings, Portfolio & Analysis

Evelyn Partners Asset Management LTD — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Evelyn Partners Asset Management LTD's Portfolio

Evelyn Partners Asset Management LTD Quarterly 13F Statistics

Evelyn Partners Asset Management LTD's All 13F Filings