Evelyn Partners Investment Management LLP Portfolio Holdings by Sector
Evelyn Partners Investment Management LLP
- $3.52 Trillion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
GOOGL META GOOG SPOT TWLO BIDU 6 stocks |
$372 Million
10.97% of portfolio
|
4
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW CRWD ADBE ORCL VRNS DBX FTNT 10 stocks |
$357 Million
10.51% of portfolio
|
4
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO TXN MCHP INTC QCOM AMD 9 stocks |
$300 Million
8.83% of portfolio
|
3
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI BABA 3 stocks |
$265 Million
7.81% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP PYPL COF 5 stocks |
$164 Million
4.82% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC RY TD C UBS BMO CM 10 stocks |
$133 Million
3.92% of portfolio
|
8
|
2
|
6
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B SLF ACGL 3 stocks |
$130 Million
3.84% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L MLM 2 stocks |
$129 Million
3.8% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK BSX ABT STE MDT EW IRTC ZBH 8 stocks |
$116 Million
3.42% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$102 Million
3.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB MKL ALL TRV 4 stocks |
$87.7 Million
2.58% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI NDAQ CME MSCI MCO ICE 6 stocks |
$85.4 Million
2.52% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$84.4 Million
2.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CEF BX BUR BK NTRS KKR STT GAM 12 stocks |
$80.9 Million
2.38% of portfolio
|
7
|
2
|
6
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR WAT ILMN MTD IDXX NEOG 7 stocks |
$75.5 Million
2.22% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP IEX ETN GE DOV ROK XYL EMR 11 stocks |
$71.5 Million
2.11% of portfolio
|
6
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP KDP CCEP 4 stocks |
$68.1 Million
2.01% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI 3 stocks |
$57.4 Million
1.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS IBKR JEF MS 4 stocks |
$52.1 Million
1.54% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM NEM WPM ORLA IAG 5 stocks |
$50.1 Million
1.48% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS TAK EMBC 4 stocks |
$49.9 Million
1.47% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$41.8 Million
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CDNS CRM SHOP COIN NOW ADSK UBER 11 stocks |
$36.6 Million
1.08% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY MRK PFE ABBV AZN BMY NVS 10 stocks |
$36.3 Million
1.07% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$35.2 Million
1.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE TSLA GM STLA F 5 stocks |
$34 Million
1.0% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS FOXA NWSA WBD 5 stocks |
$32 Million
0.94% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$28.7 Million
0.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE ETR 2 stocks |
$26.7 Million
0.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL TTE SU BP IMO CVE 9 stocks |
$26.6 Million
0.78% of portfolio
|
5
|
4
|
4
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX ALC 3 stocks |
$24.7 Million
0.73% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL UL EL KMB CHD 6 stocks |
$24.1 Million
0.71% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG YUM SBUX 4 stocks |
$22.7 Million
0.67% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
GLD QQQ SPY URTH IVV STIP VGT IWM 46 stocks |
$22.1 Million
0.65% of portfolio
|
46
|
- |
46
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX CCI 3 stocks |
$15.9 Million
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM INFY FISV FIS KD 6 stocks |
$15.1 Million
0.44% of portfolio
|
2
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW LFUS 3 stocks |
$13 Million
0.38% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$13 Million
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT AGCO LNN 4 stocks |
$11.8 Million
0.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO CIEN UI NOK 4 stocks |
$10.6 Million
0.31% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK CDZI 2 stocks |
$8.71 Million
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$7.62 Million
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LHX RTX BA NOC AXON LMT GD HXL 8 stocks |
$7.42 Million
0.22% of portfolio
|
5
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$6.98 Million
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$6.74 Million
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW APD DD ECL WDFC OLN ALB CC 8 stocks |
$5.45 Million
0.16% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA RCI TMUS LILAK 6 stocks |
$5.31 Million
0.16% of portfolio
|
2
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC WTW AON AJG 4 stocks |
$5.03 Million
0.15% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB LNG 2 stocks |
$4.55 Million
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP CCK BALL 3 stocks |
$3.33 Million
0.1% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$2.96 Million
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$2.84 Million
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR JCI FBHS 3 stocks |
$2.65 Million
0.08% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL CTRA COP OXY CNQ PR FANG OVV 8 stocks |
$2.51 Million
0.07% of portfolio
|
3
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
LOGI DELL 2 stocks |
$2.43 Million
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP MAN 2 stocks |
$1.8 Million
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX WAB 3 stocks |
$1.67 Million
0.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HRI URI 2 stocks |
$1.66 Million
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
KEX NMM 2 stocks |
$1.48 Million
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.45 Million
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1.35 Million
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$953,740
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
BEP 1 stocks |
$867,076
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS KHC FLO K POST BRBR BYND 8 stocks |
$813,550
0.02% of portfolio
|
5
|
2
|
5
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
RYAAY 1 stocks |
$687,170
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$674,686
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Waste Management | Industrials
WM CLH WCN 3 stocks |
$595,604
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$519,399
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$475,824
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
DB IBN USB BKU 4 stocks |
$423,919
0.01% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO CRSP ALNY BGNE ARVN ARQT APLS PRTA 8 stocks |
$375,300
0.01% of portfolio
|
3
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA NTR 2 stocks |
$327,915
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
JXN 1 stocks |
$282,330
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS TRMB FTV 3 stocks |
$272,642
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$196,902
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$191,924
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$156,446
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS GXO 3 stocks |
$122,880
0.0% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW ASIX 2 stocks |
$97,254
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
HSIC 1 stocks |
$76,326
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$70,519
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP SRE 2 stocks |
$59,931
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
TER AMAT 2 stocks |
$58,257
0.0% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX VRSK TRU 3 stocks |
$53,758
0.0% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
LND 1 stocks |
$44,895
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CWK 1 stocks |
$28,895
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$20,348
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$18,325
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$13,491
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$10,655
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$10,001
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ADNT 1 stocks |
$7,537
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
MAT 1 stocks |
$3,366
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
NAK 1 stocks |
$1,457
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
REZI 1 stocks |
$734
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
PLG 1 stocks |
$575
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|