Evelyn Partners Investment Management Services Ltd holds a focused book of 281 reported positions worth $850.0M 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 Visa Inc-Class A Shares. Their largest long position is AstraZeneca PLC at 11% 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.
96% mapped to company sectors
+4 sectors below the cut, 2% 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 Services Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Evelyn Partners Group Ltd | 77 / 80 | $46.2B |
| BlueSpruce Investments, LP | 8 / 80 | $587.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Evelyn Partners Investment Management LLP | 76 / 80 | $3.3B |
| Ketron Financial | 22 / 80 | $289.0M |
| Academy Capital Management | 18 / 80 | $644.5M |
| Ardent Capital Management, Inc. | 19 / 80 | $204.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Evelyn Partners Investment Management Services 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 | AstraZeneca PLC ORD | $96.8M | 498.1K | 11.4% | ▲New New position | |
| 2 | Alphabet Inc CAP STK CL A | $46.3M | 160.8K | 5.4% | ▲+2.5% Added · +4K sh | |
| 3 | Microsoft Corp COM | $43.6M | 117.8K | 5.1% | ▲+10% Added · +11K sh | |
| 4 | Amazon Com Inc COM | $40.2M | 193.2K | 4.7% | ▲+7.0% Added · +13K sh | |
| 5 | Visa Inc COM CL A | $29.1M | 96.3K | 3.4% | ▼−0.9% Reduced · −928 sh | |
| 6 | Nvidia Corporation COM | $28.1M | 161.3K | 3.3% | ▲+16% Added · +22K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $26.0M | 54.3K | 3.1% | ▲+9.3% Added · +5K sh | |
| 8 | Johnson & Johnson COM | $25.2M | 103.1K | 3.0% | ▲+5.3% Added · +5K sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $25.0M | 74.1K | 2.9% | ▼−19% Reduced · −18K sh | |
| 10 | Stryker Corporation COM | $23.1M | 70.2K | 2.7% | ▲+0.2% Added · +148 sh | |
| 11 | Chubb Ltd Switz COM | $22.9M | 70.3K | 2.7% | ▲+4.1% Added · +3K sh | |
| 12 | Meta Platforms Inc CL A | $19.5M | 34.1K | 2.3% | ▲+14% Added · +4K sh | |
| 13 | Booking Holdings Inc COM | $19.4M | 4.6K | 2.3% | ▲+5.2% Added · +230 sh | |
| 14 | Apple Inc COM | $16.4M | 64.7K | 1.9% | ▲+17% Added · +9K sh | |
| 15 | Goldman Sachs Group Inc COM | $14.1M | 16.7K | 1.7% | ▼−33% Reduced · −8K sh | |
| 16 | McDonalds Corp COM | $13.6M | 43.9K | 1.6% | ▼−16% Reduced · −8K sh | |
| 17 | Mastercard Incorporated CL A | $13.4M | 26.9K | 1.6% | ▲+25% Added · +5K sh | |
| 18 | Wheaton Precious Metals Corp COM | $13.4M | 102.1K | 1.6% | ▲+5.7% Added · +6K sh | |
| 19 | CRH PLC ORD | $12.7M | 120.7K | 1.5% | ▲+8.1% Added · +9K sh | |
| 20 | Automatic Data Processing In COM | $11.9M | 58.4K | 1.4% | ▼−2.8% Reduced · −2K sh | |
| 21 | Intuitive Surgical Inc COM NEW | $11.0M | 23.9K | 1.3% | ▲+7.2% Added · +2K sh | |
| 22 | Arista Networks Inc COM SHS | $10.5M | 85.7K | 1.2% | ▲+0.8% Added · +645 sh | |
| 23 | Franco Nev Corp COM | $10.5M | 42.5K | 1.2% | ▲+6.8% Added · +3K sh | |
| 24 | JPMorgan Chase & Co COM | $9.6M | 32.8K | 1.1% | ▲+39% Added · +9K sh | |
| 25 | Sprott Asset Management LP PHYSICAL GOLD AN | $9.4M | 198.0K | 1.1% | ▲+2.3% Added · +5K sh | |
| 26 | Thermo Fisher Scientific Inc COM | $8.9M | 18.1K | 1.0% | ▼−38% Reduced · −11K sh | |
| 27 | Intuit COM | $8.7M | 20.0K | 1.0% | ▲+80% Added · +9K sh | |
| 28 | Eli Lilly & Co COM | $8.2M | 8.9K | 1.0% | ▲+19% Added · +1K sh | |
| 29 | Disney Walt Co COM | $8.2M | 85.3K | 1.0% | ▼−46% Reduced · −72K sh | |
| 30 | Mondelez Intl Inc CL A | $7.9M | 136.9K | 0.9% | ▼−11% Reduced · −16K sh | |
| 31 | Coca Cola Co COM | $7.0M | 91.4K | 0.8% | ▲+3.3% Added · +3K sh | |
| 32 | S&P Global Inc COM | $6.8M | 15.9K | 0.8% | ▲+1.6% Added · +247 sh | |
| 33 | TJX Cos Inc New COM | $6.8M | 42.3K | 0.8% | ▲+30% Added · +10K sh | |
| 34 | Nasdaq Inc COM | $6.6M | 77.8K | 0.8% | ▲+18% Added · +12K sh | |
| 35 | Zoetis Inc CL A | $6.0M | 51.2K | 0.7% | ▼−24% Reduced · −16K sh | |
| 36 | Gallagher Arthur J & Co COM | $5.8M | 27.0K | 0.7% | ▲New New position | |
| 37 | Linde PLC SHS | $5.8M | 11.8K | 0.7% | ▼−17% Reduced · −2K sh | |
| 38 | Invesco QQQ TR UNIT SER 1 | $5.8M | 10.0K | 0.7% | —Held | |
| 39 | Amphenol Corp CL A | $5.8M | 45.6K | 0.7% | ▲+133% Added · +26K sh | |
| 40 | Vanguard Intl Equity Index F TT WRLD ST ETF | $5.5M | 39.6K | 0.6% | ▼−6.4% Reduced · −3K sh | |
| 41 | Lam Research Corp COM NEW | $5.3M | 24.9K | 0.6% | ▼−8.9% Reduced · −2K sh | |
| 42 | Cme Group Inc COM | $5.3M | 17.9K | 0.6% | ▲+2.6% Added · +459 sh | |
| 43 | Waters Corp COM | $5.0M | 16.7K | 0.6% | ▼−2.6% Reduced · −441 sh | |
| 44 | Autozone Inc COM | $5.0M | 1.5K | 0.6% | ▼−2.2% Reduced · −33 sh | |
| 45 | Broadcom Inc COM | $4.8M | 15.6K | 0.6% | ▲+80% Added · +7K sh | |
| 46 | Accenture PLC Ireland SHS CLASS A | $4.8M | 24.1K | 0.6% | ▼−0.3% Reduced · −72 sh | |
| 47 | Idex Corp COM | $4.5M | 23.6K | 0.5% | ▲+0.2% Added · +45 sh | |
| 48 | Vaneck ETF Trust GOLD MINERS ETF | $4.4M | 47.5K | 0.5% | ▼−2.6% Reduced · −1K sh | |
| 49 | SPDR Gold TR GOLD SHS | $4.2M | 9.8K | 0.5% | ▼−21% Reduced · −3K sh | |
| 50 | McCormick & Co Inc COM NON VTG | $3.8M | 74.4K | 0.4% | —Held |
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Use Arkolith to show Evelyn Partners Investment Management Services 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 | 281 | $850.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 262 | $798.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 266 | $744.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 26, 2025 | 149d | 264 | $666.0M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Dec 8, 2025 | 252d | 271 | $609.4M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Dec 11, 2025 | 345d | 277 | $573.5M | 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.