Evelyn Partners Investment Management LLP holds a focused book of 410 stocks worth $3.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Alphabet Inc-CL A. Their largest long position is AstraZeneca PLC at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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/2065206/holdings"
Use Arkolith to show Evelyn Partners Investment Management LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | AstraZeneca PLC ORD | $325.5M | 1.68M | 8.8% | ▲New New position | |
| 2 | Microsoft Corp COM | $260.5M | 703.6K | 7.1% | ▲+4.6% Added · +31K sh | |
| 3 | Amazon Com Inc COM | $258.7M | 1.24M | 7.0% | ▲+1.9% Added · +23K sh | |
| 4 | Alphabet Inc CAP STK CL A | $258.0M | 897.4K | 7.0% | ▼−3.0% Reduced · −28K sh | |
| 5 | Nvidia Corporation COM | $151.1M | 866.4K | 4.1% | ▲+3.1% Added · +26K sh | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $148.1M | 438.2K | 4.0% | ▼−2.7% Reduced · −12K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $134.9M | 281.5K | 3.7% | ▲+0.8% Added · +2K sh | |
| 8 | Visa Inc COM CL A | $106.4M | 351.9K | 2.9% | ▼−2.8% Reduced · −10K sh | |
| 9 | CRH PLC ORD | $106.0M | 1.01M | 2.9% | ▼−2.6% Reduced · −27K sh | |
| 10 | Apple Inc COM | $104.2M | 410.4K | 2.8% | ▲+4.7% Added · +18K sh | |
| 11 | Stryker Corporation COM | $87.2M | 265.5K | 2.4% | ▼−0.7% Reduced · −2K sh | |
| 12 | Chubb Ltd Switz COM | $86.6M | 265.8K | 2.4% | ▲+0.3% Added · +899 sh | |
| 13 | JPMorgan Chase & Co COM | $84.3M | 286.4K | 2.3% | ▲+5.7% Added · +16K sh | |
| 14 | Coca Cola Co COM | $75.6M | 993.8K | 2.1% | ▲+2.5% Added · +24K sh | |
| 15 | Meta Platforms Inc CL A | $68.8M | 120.2K | 1.9% | ▲+12% Added · +13K sh | |
| 16 | Booking Holdings Inc COM | $61.1M | 14.5K | 1.7% | ▼−8.6% Reduced · −1K sh | |
| 17 | Thermo Fisher Scientific Inc COM | $53.6M | 109.1K | 1.5% | ▲+4.6% Added · +5K sh | |
| 18 | Linde PLC SHS | $44.4M | 89.6K | 1.2% | ▼−0.8% Reduced · −770 sh | |
| 19 | NextEra Energy Inc COM | $43.1M | 463.8K | 1.2% | ▲+14% Added · +58K sh | |
| 20 | Idex Corp COM | $38.9M | 205.3K | 1.1% | ▲+11% Added · +20K sh | |
| 21 | Alphabet Inc CAP STK CL C | $38.3M | 133.5K | 1.0% | ▼−3.0% Reduced · −4K sh | |
| 22 | Autozone Inc COM | $38.1M | 11.3K | 1.0% | ▲+7.9% Added · +825 sh | |
| 23 | Sprott Asset Management LP PHYSICAL GOLD AN | $38.1M | 797.6K | 1.0% | ▼−1.7% Reduced · −14K sh | |
| 24 | Nasdaq Inc COM | $36.3M | 428.1K | 1.0% | ▼−0.5% Reduced · −2K sh | |
| 25 | Bank America Corp COM | $33.7M | 692.0K | 0.9% | ▲+7.7% Added · +49K sh | |
| 26 | S&P Global Inc COM | $33.6M | 78.9K | 0.9% | ▼−1.9% Reduced · −2K sh | |
| 27 | Goldman Sachs Group Inc COM | $33.4M | 39.5K | 0.9% | ▼−5.4% Reduced · −2K sh | |
| 28 | Johnson & Johnson COM | $33.0M | 135.1K | 0.9% | ▼−2.0% Reduced · −3K sh | |
| 29 | Totalenergies SE ACT | $32.7M | 350.0K | 0.9% | ▲+2.7% Added · +9K sh | |
| 30 | Mastercard Incorporated CL A | $32.3M | 64.6K | 0.9% | ▼−9.7% Reduced · −7K sh | |
| 31 | TJX Cos Inc New COM | $30.6M | 191.6K | 0.8% | ▼−3.6% Reduced · −7K sh | |
| 32 | Sunbelt Rentals Holdings Inc SHS | $29.0M | 444.8K | 0.8% | ▲New New position | |
| 33 | Intuitive Surgical Inc COM NEW | $28.8M | 62.5K | 0.8% | ▲+17% Added · +9K sh | |
| 34 | Walmart Inc COM | $27.6M | 222.5K | 0.8% | ▼−6.2% Reduced · −15K sh | |
| 35 | Zoetis Inc CL A | $27.4M | 231.7K | 0.7% | ▼−24% Reduced · −72K sh | |
| 36 | Unitedhealth Group Inc COM | $25.8M | 95.5K | 0.7% | ▼−43% Reduced · −71K sh | |
| 37 | Agnico Eagle Mines Ltd COM | $25.7M | 126.7K | 0.7% | ▼−3.5% Reduced · −5K sh | |
| 38 | Smurfit Westrock PLC SHS | $24.0M | 603.4K | 0.7% | ▼−13% Reduced · −88K sh | |
| 39 | Freeport McMoran Inc CL B | $23.2M | 395.2K | 0.6% | ▲+13% Added · +46K sh | |
| 40 | Chevron Corporation COM | $20.7M | 100.1K | 0.6% | ▼−3.5% Reduced · −4K sh | |
| 41 | Netflix Inc. COM | $20.0M | 207.6K | 0.5% | ▲+9.7% Added · +18K sh | |
| 42 | Newmont Corp COM | $19.4M | 178.8K | 0.5% | ▼−4.4% Reduced · −8K sh | |
| 43 | Amphenol Corp CL A | $19.0M | 150.0K | 0.5% | ▲+43% Added · +45K sh | |
| 44 | Danaher Corp Del COM | $18.9M | 99.7K | 0.5% | ▼−18% Reduced · −22K sh | |
| 45 | Broadcom Inc COM | $18.6M | 60.0K | 0.5% | ▲+118% Added · +32K sh | |
| 46 | McDonalds Corp COM | $18.3M | 58.8K | 0.5% | ▼−7.2% Reduced · −5K sh | |
| 47 | Intuit COM | $16.4M | 37.8K | 0.4% | ▲+48% Added · +12K sh | |
| 48 | Exxon Mobil Corp COM | $16.2M | 95.7K | 0.4% | ▲+38% Added · +26K sh | |
| 49 | Procter & Gamble Co COM | $16.0M | 110.7K | 0.4% | ▼−14% Reduced · −17K sh | |
| 50 | Ferrari N V COM | $15.8M | 46.6K | 0.4% | ▼−30% Reduced · −20K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 410 | $3.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 413 | $3.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 410 | $3.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 26, 2025 | 415 | $3.3B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Dec 8, 2025 | 420 | $3.0B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Dec 11, 2025 | 416 | $3.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.