Evelyn Partners Investment Management Services LTD Portfolio Holdings

Evelyn Partners Investment Management Services LTD

  • $751 Billion
  • Q2 2025

Evelyn Partners Investment Management Services LTD has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $751 Billion distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $67.8B, Amazon Com Inc with a value of $51.8B, Visa Inc. with a value of $42.5B, Alphabet Inc. with a value of $40.6B, and Berkshire Hathaway Inc Class B with a value of $36.4B.

Examining the 13F form we can see an increase of $175B in the current position value, from $576B to 751B.

Evelyn Partners Investment Management Services LTD is based out at London,

Below you can find more details about Evelyn Partners Investment Management Services LTD portfolio as well as his latest detailed transactions.

Portfolio value $751 Billion
Technology: $167 Billion
Financial Services: $147 Billion
Healthcare: $113 Billion
Consumer Cyclical: $101 Billion
Communication Services: $89.7 Billion
Consumer Defensive: $64.1 Billion
Industrials: $32.2 Billion
Basic Materials: $4.82 Billion
Other: $10.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$67.8 Billion 9.04% of portfolio
129,537
Q2 2025 Added 6,678.49%
$2.26T
$51.8 Billion 6.9% of portfolio
244,532
Q2 2025 Added 1,163.21%
$551B
$42.5 Billion 5.67% of portfolio
124,417
Q2 2025 Added 25.22%
$1.21T
$40.6 Billion 5.4% of portfolio
215,267
Q2 2025 Added 1,377.37%
$606B
$36.4 Billion 4.85% of portfolio
76,907
Q2 2025 Added 186.58%
$142B
$35.9 Billion 4.78% of portfolio
95,005
Q2 2025 Reduced 50.75%
$456B
$32.5 Billion 4.33% of portfolio
181,974
Q2 2025 Added 94.4%
$207B
$22.8 Billion 3.04% of portfolio
195,682
Q2 2025 Added 4,998.54%
$1.78T
$20 Billion 2.67% of portfolio
26,716
Q2 2025 Added 36.82%
$124B
$19.6 Billion 2.62% of portfolio
31,872
Q2 2025 Reduced 52.53%
$254B
$18.8 Billion 2.5% of portfolio
25,925
Q2 2025 Added 135.96%
$217B
$18.6 Billion 2.48% of portfolio
3,451
Q2 2025 Added 253.95%
$452B
$18.5 Billion 2.46% of portfolio
110,304
Q2 2025 Added 7.47%
$1.27T
$18.2 Billion 2.42% of portfolio
138,040
Q2 2025 Added 190.36%
$222B
$17.3 Billion 2.31% of portfolio
57,223
Q2 2025 Added 8,016.74%
$70.1B
$16.8 Billion 2.23% of portfolio
113,767
Q2 2025 Added 47.25%
$548B
$14.6 Billion 1.95% of portfolio
26,103
Q2 2025 Added 13.19%
$187B
$14.4 Billion 1.92% of portfolio
30,760
Q2 2025 Added 60,213.73%
$84.1B
$12.8 Billion 1.7% of portfolio
199,762
Q2 2025 Added 16.8%
$169B
$12.4 Billion 1.65% of portfolio
26,118
Q2 2025 Reduced 63.37%
$368B
$11.1 Billion 1.48% of portfolio
72,727
Q2 2025 Added 489.22%
$201B
$11 Billion 1.47% of portfolio
23,156
Q2 2025 Reduced 65.57%
Arista Networks Inc
-
$10.4 Billion 1.39% of portfolio
-
Q2 2025 New
$157B
$9.81 Billion 1.31% of portfolio
28,199
Q2 2025 Added 974.66%
$70.9B
$9.21 Billion 1.23% of portfolio
110,298
Q2 2025 Added 29,391.44%
$202B
$9.02 Billion 1.2% of portfolio
64,753
Q2 2025 Added 197.78%
$75.9B
$7.56 Billion 1.01% of portfolio
64,685
Q2 2025 Added 1,185.47%
$78.6B
$7.37 Billion 0.98% of portfolio
109,886
Q2 2025 Added 31.33%
$17.1B
$7.11 Billion 0.95% of portfolio
11,014
Q2 2025 Reduced 75.65%
$182B
$7.03 Billion 0.94% of portfolio
13,978
Q2 2025 Added 73.3%
$306B
$6.43 Billion 0.86% of portfolio
93,121
Q2 2025 Added 8,562.42%
$859B
$6.19 Billion 0.82% of portfolio
21,115
Q2 2025 Added 36.33%
$17.3B
$5.83 Billion 0.78% of portfolio
83,330
Q2 2025 Added 1,080.98%
$47.2B
$5.23 Billion 0.7% of portfolio
54,501
Q2 2025 Added 51,805.71%
Ferguson Enterprises Inc
-
$4.99 Billion 0.66% of portfolio
-
Q2 2025 Reduced 66.62%
$281B
$4.49 Billion 0.6% of portfolio
45,579
Q2 2025 Added 60,672.0%
$245B
$3.66 Billion 0.49% of portfolio
15,158
Q2 2025 Reduced 53.67%
Lam Research Corp
-
$3.63 Billion 0.48% of portfolio
-
Q2 2025 Added 235,425.0%
$12.3B
$2.92 Billion 0.39% of portfolio
13,763
Q2 2025 Added 18.13%
$44B
$2.77 Billion 0.37% of portfolio
4,971
Q2 2025 Added 158.91%
$153B
$2.62 Billion 0.35% of portfolio
4,268
Q2 2025 Added 2,271.11%
$52.5B
$2.49 Billion 0.33% of portfolio
14,541
Q2 2025 Added 1,052.22%
$1.24T
$2.39 Billion 0.32% of portfolio
12,591
Q2 2025 Added 72.88%
$381B
$2.3 Billion 0.31% of portfolio
50,268
Q2 2025 Added 20,007.2%
$21.8B
$2.24 Billion 0.3% of portfolio
-
Q2 2025 Added 1,926.1%
$141B
$2.12 Billion 0.28% of portfolio
29,830
Q2 2025 Added 1,870.28%
$155B
$2.11 Billion 0.28% of portfolio
16,760
Q2 2025 Added 1,430.59%
$49.5B
$1.97 Billion 0.26% of portfolio
12,212
Q2 2025 Added 9,081.95%
$97B
$1.93 Billion 0.26% of portfolio
5,299
Q2 2025 Reduced 66.92%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $751 Billion
  • Prior Value $576 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
Track This Portfolio

Track Evelyn Partners Investment Management Services LTD Portfolio

Follow Evelyn Partners Investment Management Services LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evelyn Partners Investment Management Services LTD, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Investment Management Services LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email