§ 13F · FUND PROFILE
Evelyn Partners Investment Management Services Ltd.
AUM · $1.4B (13F)Positions · 514Turnover · n/a · Q1Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$108M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AZN | ASTRAZENECA PLC | 498K | $97M | 11.4% | NEW |
| 2 | GOOGL | ALPHABET INC | 161K | $46M | 5.4% | +2% |
| 3 | MSFT | MICROSOFT CORP | 118K | $44M | 5.1% | +10% |
| 4 | AMZN | AMAZON COM INC | 193K | $40M | 4.7% | +7% |
| 5 | V | VISA INC | 96K | $29M | 3.4% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 161K | $28M | 3.3% | +16% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 54K | $26M | 3.1% | +9% |
| 8 | JNJ | JOHNSON & JOHNSON | 103K | $25M | 3.0% | +5% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 74K | $25M | 2.9% | −19% |
| 10 | SYK | STRYKER CORPORATION | 70K | $23M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVELYN SIGNAL
AC read
Evelyn Partners Investment Management Services Ltd is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 514 positions.
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