§ 13F · FUND PROFILE
Evelyn Partners Investment Management Services Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1416.6T (13F)Positions · 514Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$798.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 107K | $51.6T | 6.5% | NEW |
| 2 | GOOGL | ALPHABET INC | 157K | $49.1T | 6.2% | NEW |
| 3 | AMZN | AMAZON COM INC | 181K | $41.7T | 5.2% | NEW |
| 4 | V | VISA INC | 97K | $34.1T | 4.3% | NEW |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 92K | $27.9T | 3.5% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 139K | $26.0T | 3.3% | NEW |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 50K | $25.0T | 3.1% | NEW |
| 8 | SYK | STRYKER CORPORATION | 70K | $24.6T | 3.1% | NEW |
| 9 | BKNG | BOOKING HOLDINGS INC | 4K | $23.5T | 2.9% | NEW |
| 10 | GS | GOLDMAN SACHS GROUP INC | 25K | $21.9T | 2.7% | NEW |
§ 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 $1416640.0 trillion in assets. The fund runs a broad portfolio of 514 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed