Evelyn Partners Investment Management L 13F Portfolio Q3 2025

Evelyn Partners Investment Management Llp (CIK: 0002065206) 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 $3,519,619,664, comprising 409 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. CRH CRH plc

+$125.75 M

2. CB Chubb Limited

+$73.14 M

3. MSFT Microsoft Corporation

+$62.71 M

4. V Visa Inc.

+$61.8 M

5. BKNG Booking Holdings Inc.

+$53.35 M

Top Sells

Q3 2025

1. TSM Taiwan Semiconductor Manufacturing Company Limited

−$34.75 M

2. GOOG Alphabet Inc.

−$7.8 M

3. MMC Marsh & McLennan Companies, Inc.

−$3.87 M

4. TSLA Tesla, Inc.

−$3.85 M

5. RYAAY Ryanair Holdings plc

−$3.1 M

Stocks/ETFs

+44.46%

$3.49 B 99.20%

Options

$0 0.00%

Debt

$0 0.00%

Other

+100.00%

$28.01 M 0.80%

Name	Shares	Market Value	Weight	Change	Activity
Microsoft Corporation MSFT	666,150	$345,032,401	9.80%	▲ 121,076	Add 22.2%
Amazon.com, Inc. AMZN	1,206,918	$265,002,994	7.53%	▲ 150,366	Add 14.2%
Alphabet Inc. GOOGL	1,067,724	$259,563,711	7.37%	▲ 191,410	Add 21.8%
NVIDIA Corporation NVDA	837,764	$156,310,009	4.44%	▲ 195,732	Add 30.5%
Taiwan Semiconductor Manufacturing Company Limited TSM	494,547	$138,122,036	3.92%	▼ 124,424	Reduce -20.1%
Berkshire Hathaway Inc. BRK.B	258,926	$130,172,455	3.70%	▲ 16,942	Add 7.0%
CRH plc CRH	1,048,792	$125,750,162	3.57%	▲ 1,048,792	New Buy
Visa Inc. V	355,302	$121,292,998	3.45%	▲ 181,042	Add 103.9%
Apple Inc. AAPL	399,746	$101,787,326	2.89%	▲ 103,265	Add 34.8%
Stryker Corporation SYK	255,300	$94,376,754	2.68%	▲ 116,211	Add 83.6%

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Evelyn Partners Investment Management Llp's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Evelyn Partners Investment Management Llp 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 Investment Management Llp Quarterly 13F Statistics

📊 Discover detailed insights into Evelyn Partners Investment Management Llp’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 Investment Management Llp's All 13F Filings

📑 This section lists all SEC Form 13F filings submitted by Evelyn Partners Investment Management Llp, 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 Investment Management Llp 13F Filings, Portfolio & Analysis

Evelyn Partners Investment Management Llp — 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 Investment Management Llp's Portfolio

Evelyn Partners Investment Management Llp Quarterly 13F Statistics

Evelyn Partners Investment Management Llp's All 13F Filings