Institutional Fund
Evelyn Partners Investment Management Services Ltd
London, United KingdomCIK 20652058 filings on record
Portfolio Value
$850.00M
Q1 2026
Holdings
281
Reported positions
New Buys
30
Opened this quarter
QoQ Change
+6.5%
from $798.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Astrazeneca PLC11.4%
- Alphabet Inc5.4%
- Microsoft Corp5.1%
- Amazon Com Inc4.7%
- Visa Inc3.4%
- Nvidia Corporation3.3%
- Other66.6%
Portfolio Holdings
281 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Astrazeneca PLC | 498.1K | $96.79M | 11.4% | +498.1K | New |
| 2 | Alphabet Inc | 160.8K | $46.25M | 5.4% | +3.9K | Added |
| 3 | Microsoft Corp | 117.8K | $43.59M | 5.1% | +11.1K | Added |
| 4 | Amazon Com Inc | 193.2K | $40.23M | 4.7% | +12.6K | Added |
| 5 | Visa Inc | 96.3K | $29.10M | 3.4% | −928 | Reduced |
| 6 | Nvidia Corporation | 161.3K | $28.13M | 3.3% | +21.8K | Added |
| 7 | Berkshire Hathaway Inc Del | 54.3K | $26.00M | 3.1% | +4.6K | Added |
| 8 | Johnson & Johnson | 103.1K | $25.20M | 3.0% | +5.2K | Added |
| 9 | Taiwan Semiconductor Mfg Ltd | 74.1K | $25.05M | 2.9% | −17.7K | Reduced |
| 10 | Stryker Corporation | 70.2K | $23.06M | 2.7% | +148 | Added |
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