Evelyn Partners Investment Management LLP holds a focused book of 410 reported positions worth $3.7B 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 AstraZeneca PLC and trimmed Alphabet Inc-CL A. Their largest long position is AstraZeneca PLC at 9% of the reported non-option book.
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
+4 sectors below the cut, 3% 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 Investment Management LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 10 / 80 | $631.2M |
| Evelyn Partners Group Ltd | 80 / 80 | $46.2B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Greenbrier Partners Capital Management, LLC | 9 / 80 | $1.3B |
| Luma Capital S.A. - SPF | 10 / 80 | $99.3M |
| Ketron Financial | 21 / 80 | $282.5M |
| Evelyn Partners Investment Management Services Ltd | 78 / 80 | $741.7M |
| Ardent Capital Management, Inc. | 19 / 80 | $209.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Evelyn Partners Investment Management LLP: 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 | 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% | →Listed Newly reportable | |
| 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 |
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Use Arkolith to show Evelyn Partners Investment Management LLP'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 | 410 | $3.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 413 | $3.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 410 | $3.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 26, 2025 | 149d | 415 | $3.3B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Dec 8, 2025 | 252d | 420 | $3.0B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Dec 11, 2025 | 345d | 416 | $3.1B | 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.