Evelyn Partners Investment Management Services 13F Portfolio Q3 2025

Evelyn Partners Investment Management Services LTD (CIK: 0002065205) 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 $744,906,248, comprising 266 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. CB Chubb Limited

+$16.89 M

2. CRH CRH plc

+$15.37 M

3. ANET Arista Networks Inc

+$12.84 M

4. WPM Wheaton Precious Metals Corp.

+$10.25 M

5. FNV Franco-Nevada Corporation

+$8.52 M

Top Sells

Q3 2025

1. AZO AutoZone, Inc.

−$271.53 M

2. TSM Taiwan Semiconductor Manufacturing Company Limited

−$15.31 M

3. BRK.B Berkshire Hathaway Inc.

−$15.03 M

4. AMZN Amazon.com, Inc.

−$14.32 M

5. MSFT Microsoft Corporation

−$13.56 M

Stocks/ETFs

-1.68%

$738 M 99.07%

Options

$0 0.00%

Debt

$0 0.00%

Other

+100.00%

$6.91 M 0.93%

Name	Shares	Market Value	Weight	Change	Activity
Microsoft Corporation MSFT	103,350	$53,530,134	7.19%	▼ 26,187	Reduce -20.2%
Alphabet Inc. GOOGL	176,224	$42,840,055	5.75%	▼ 39,043	Reduce -18.1%
Amazon.com, Inc. AMZN	179,297	$39,368,244	5.28%	▼ 65,235	Reduce -26.7%
Visa Inc. V	95,669	$32,659,484	4.38%	▼ 28,748	Reduce -23.1%
Stryker Corporation SYK	68,339	$25,262,879	3.39%	▼ 26,666	Reduce -28.1%
NVIDIA Corporation NVDA	128,841	$24,039,154	3.23%	▼ 53,133	Reduce -29.2%
Berkshire Hathaway Inc. BRK.B	47,011	$23,634,310	3.17%	▼ 29,896	Reduce -38.9%
Taiwan Semiconductor Manufacturing Company Limited TSM	83,234	$23,246,425	3.12%	▼ 54,806	Reduce -39.7%
The Goldman Sachs Group, Inc. GS	24,826	$19,770,184	2.65%	▼ 1,099	Reduce -4.2%
Johnson & Johnson JNJ	98,438	$18,252,374	2.45%	▼ 11,866	Reduce -10.8%

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Evelyn Partners Investment Management Services LTD's Portfolio

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

📊 Discover detailed insights into Evelyn Partners Investment Management Services 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 Investment Management Services LTD's All 13F Filings

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

Evelyn Partners Investment Management Services 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 Investment Management Services LTD's Portfolio

Evelyn Partners Investment Management Services LTD Quarterly 13F Statistics

Evelyn Partners Investment Management Services LTD's All 13F Filings