Evelyn Partners Investment Management Services Ltd holds a focused book of 281 stocks worth $850.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Visa Inc-Class A Shares. Their largest long position is AstraZeneca PLC at 11% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2065205/holdings"
Use Arkolith to show Evelyn Partners Investment Management Services Ltd'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.
96% 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 | $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 |
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 | 281 | $850.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 262 | $798.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 266 | $744.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 26, 2025 | 264 | $666.0M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Dec 8, 2025 | 271 | $609.4M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Dec 11, 2025 | 277 | $573.5M | 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.