Evelyn Partners Asset Management Ltd holds a diversified book of 308 reported positions worth $405.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter Sunbelt Rentals Holdings Inc first appears in 13F filings, a listing rather than a purchase; they opened Invesco China Technology ETF and trimmed SPDR Gold Shares. Their largest long position is SPDR Gold Shares at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +53.6%, a 41.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Evelyn Partners Asset Management Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Evelyn Partners Asset Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Evelyn Partners Group Ltd | 66 / 80 | $45.1B |
| Swiss Re Ltd | 31 / 80 | $1.0B |
| BlueSpruce Investments, LP | 11 / 80 | $594.5M |
| Hoffman, Alan N Investment Management | 8 / 80 | $153.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Avalon Advisory Group | 8 / 80 | $233.3M |
| Draper Asset Management, LLC | 9 / 80 | $165.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Evelyn Partners Asset Management Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Gold TR GOLD SHS | $26.5M | 61.6K | 6.5% | ▼−11% Reduced · −8K sh | |
| 2 | Vanguard Intl Equity Index F TT WRLD ST ETF | $21.6M | 155.9K | 5.3% | ▼−4.4% Reduced · −7K sh | |
| 3 | Vaneck ETF Trust GOLD MINERS ETF | $17.0M | 185.6K | 4.2% | ▲+0.3% Added · +551 sh | |
| 4 | Microsoft Corp COM | $14.9M | 40.3K | 3.7% | ▲+6.8% Added · +3K sh | |
| 5 | Alphabet Inc CAP STK CL A | $13.0M | 45.1K | 3.2% | ▼−2.6% Reduced · −1K sh | |
| 6 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $11.8M | 121.0K | 2.9% | ▲+6.5% Added · +7K sh | |
| 7 | Amazon Com Inc COM | $11.6M | 55.6K | 2.9% | ▲+0.3% Added · +180 sh | |
| 8 | Visa Inc COM CL A | $11.0M | 36.5K | 2.7% | ▲+2.1% Added · +750 sh | |
| 9 | Vanguard World FD ENERGY ETF | $11.0M | 63.5K | 2.7% | ▲+4.3% Added · +3K sh | |
| 10 | Apple Inc COM | $10.1M | 39.8K | 2.5% | ▼−0.1% Reduced · −34 sh | |
| 11 | Stryker Corporation COM | $9.7M | 29.4K | 2.4% | ▲+2.1% Added · +614 sh | |
| 12 | Booking Holdings Inc COM | $9.4M | 2.2K | 2.3% | ▲+5.2% Added · +110 sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $9.2M | 114.2K | 2.3% | ▲+13% Added · +13K sh | |
| 14 | Litman Gregory FDS TR IMGP DBI MANAGED | $9.0M | 297.1K | 2.2% | ▼−1.7% Reduced · −5K sh | |
| 15 | Global X FDS GLOBAL X URANIUM | $8.8M | 181.6K | 2.2% | ▲+3.5% Added · +6K sh | |
| 16 | Etfs Gold TR PHYSCL GOLD SHS | $8.1M | 181.8K | 2.0% | ▼−10% Reduced · −21K sh | |
| 17 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.0M | 23.6K | 2.0% | ▲+28% Added · +5K sh | |
| 18 | Mastercard Incorporated CL A | $7.8M | 15.7K | 1.9% | ▲+1.2% Added · +189 sh | |
| 19 | Automatic Data Processing In COM | $7.4M | 36.3K | 1.8% | ▲+2.4% Added · +837 sh | |
| 20 | Vanguard Index FDS MID CAP ETF | $7.4M | 25.7K | 1.8% | ▲+20% Added · +4K sh | |
| 21 | Waters Corp COM | $7.3M | 24.5K | 1.8% | ▲+1.4% Added · +347 sh | |
| 22 | Disney Walt Co COM | $7.1M | 73.8K | 1.8% | ▼−16% Reduced · −14K sh | |
| 23 | Cme Group Inc COM | $6.9M | 23.4K | 1.7% | ▼−3.1% Reduced · −759 sh | |
| 24 | Ishares Gold TR ISHARES NEW | $6.7M | 76.0K | 1.7% | ▼−6.6% Reduced · −5K sh | |
| 25 | Intuit COM | $6.6M | 15.3K | 1.6% | ▲+24% Added · +3K sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $6.6M | 11.0K | 1.6% | ▼−0.1% Reduced · −14 sh | |
| 27 | Autozone Inc COM | $6.3M | 1.9K | 1.6% | ▼−2.8% Reduced · −53 sh | |
| 28 | Zoetis Inc CL A | $6.0M | 50.7K | 1.5% | ▲+1.6% Added · +786 sh | |
| 29 | Relx PLC SPONSORED ADR | $5.2M | 157.6K | 1.3% | ▲+54% Added · +55K sh | |
| 30 | Ishares Inc MSCI WORLD ETF | $5.2M | 28.8K | 1.3% | ▲+0.2% Added · +65 sh | |
| 31 | Unilever PLC SPON ADR NEW | $5.1M | 90.1K | 1.3% | ▲+1.4% Added · +1K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $5.1M | 10.6K | 1.3% | ▲+17% Added · +2K sh | |
| 33 | Accenture PLC Ireland SHS CLASS A | $4.9M | 24.8K | 1.2% | ▲+1.4% Added · +339 sh | |
| 34 | Invesco Exch Traded FD TR II CHINA TECHNLGY | $4.9M | 105.7K | 1.2% | ▲New New position | |
| 35 | Johnson & Johnson COM | $4.3M | 17.6K | 1.1% | ▲+2.8% Added · +483 sh | |
| 36 | AstraZeneca PLC ORD | $3.9M | 20.3K | 1.0% | ▲New New position | |
| 37 | Nvidia Corporation COM | $3.8M | 21.6K | 0.9% | ▲+1.6% Added · +350 sh | |
| 38 | Meta Platforms Inc CL A | $3.3M | 5.8K | 0.8% | ▲+3.1% Added · +174 sh | |
| 39 | Arista Networks Inc COM SHS | $3.2M | 25.9K | 0.8% | ▲+1.8% Added · +451 sh | |
| 40 | Ishares TR RUSSELL 3000 ETF | $3.0M | 8.1K | 0.7% | ▲+0.1% Added · +9 sh | |
| 41 | Chubb Ltd Switz COM | $2.8M | 8.6K | 0.7% | ▲+3.1% Added · +258 sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $2.8M | 2.1K | 0.7% | ▼−3.9% Reduced · −85 sh | |
| 43 | Ferrari N V COM | $2.5M | 7.5K | 0.6% | ▲New New position | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $2.5M | 3.8K | 0.6% | ▲+12% Added · +407 sh | |
| 45 | Intuitive Surgical Inc COM NEW | $2.3M | 4.9K | 0.6% | ▲+3.9% Added · +187 sh | |
| 46 | McDonalds Corp COM | $2.3M | 7.2K | 0.6% | ▲+2.3% Added · +162 sh | |
| 47 | Ishares TR MSCI ACWI ETF | $2.1M | 15.3K | 0.5% | ▲+0.3% Added · +49 sh | |
| 48 | Diageo PLC SPON ADR NEW | $2.0M | 26.7K | 0.5% | ▲+2.9% Added · +759 sh | |
| 49 | Ishares TR CORE S&P500 ETF | $1.9M | 2.9K | 0.5% | ▲+5.6% Added · +153 sh | |
| 50 | Ishares TR RUSSELL 2000 ETF | $1.8M | 7.4K | 0.4% | ▲+0.1% Added · +11 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2065207/holdings"
Use Arkolith to show Evelyn Partners Asset Management Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 308 | $405.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 284 | $426.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 280 | $442.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 26, 2025 | 149d | 243 | $394.5M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Dec 8, 2025 | 252d | 248 | $359.0M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Dec 11, 2025 | 345d | 246 | $371.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.