Filed: 8/4/2025ACC: 0001420506-25-001673
📋 What this filing means
EVELYN PARTNERS ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $160.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$160.00M
Total AUM (reported)
2.26M
Total Shares
Allocation by class
COM$105.38M65.9%
CL A$19.85M12.4%
COM CL A$12.34M7.7%
CAP STK CL A$9.73M6.1%
CL B NEW$3.56M2.2%
SPON ADR NEW$2.76M1.7%
CAP STK CL C$1.95M1.2%
Portfolio Concentration
Top 3$39.85M24.9%
4–10$68.61M42.9%
11–25$39.05M24.4%
Rest$12.49M7.8%
Top 3 weight
24.9%
Top 10 weight
67.8%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
2.26M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole102
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings102
Rows:
MICROSOFT CORP
SOLEShares67.00
TypeSH
Market value$15.74M
9.84%
Sole
0.00
Shared
67.00
None
0.00
VISA INC
SOLEShares34.71K
TypeSH
Market value$12.34M
7.71%
Sole
0.00
Shared
34.71K
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares625.00
TypeSH
Market value$11.77M
7.36%
Sole
0.00
Shared
625.00
None
0.00
STRYKER CORPORATION
SOLEShares2.32K
TypeSH
Market value$10.63M
6.65%
Sole
0.00
Shared
2.32K
None
0.00
INTUIT
SOLEShares1.27K
TypeSH
Market value$10.36M
6.48%
Sole
0.00
Shared
1.27K
None
0.00
WATERS CORP
SOLEShares10.97K
TypeSH
Market value$10.18M
6.36%
Sole
0.00
Shared
10.97K
None
0.00
AMAZON COM INC
SOLEShares43.97K
TypeSH
Market value$10.16M
6.35%
Sole
0.00
Shared
43.97K
None
0.00
ALPHABET INC
SOLEShares115.00
TypeSH
Market value$9.73M
6.08%
Sole
0.00
Shared
115.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares15.60K
TypeSH
Market value$9.02M
5.64%
Sole
0.00
Shared
15.60K
None
0.00
AUTOZONE INC
SOLEShares1K
TypeSH
Market value$8.53M
5.33%
Sole
0.00
Shared
1K
None
0.00
ZOETIS INC
SOLEShares45.06K
TypeSH
Market value$6.89M
4.30%
Sole
0.00
Shared
45.06K
None
0.00
ADOBE INC
SOLEShares440.00
TypeSH
Market value$6.05M
3.78%
Sole
0.00
Shared
440.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.06K
TypeSH
Market value$3.56M
2.23%
Sole
0.00
Shared
1.06K
None
0.00
APPLE INC
SOLEShares23.26K
TypeSH
Market value$2.88M
1.80%
Sole
0.00
Shared
23.26K
None
0.00
DIAGEO PLC
SOLEShares106.00
TypeSH
Market value$2.76M
1.72%
Sole
0.00
Shared
106.00
None
0.00
META PLATFORMS INC
SOLEShares3.28K
TypeSH
Market value$2.35M
1.47%
Sole
0.00
Shared
3.28K
None
0.00
COLGATE PALMOLIVE CO
SOLEShares1.33K
TypeSH
Market value$2.00M
1.25%
Sole
0.00
Shared
1.33K
None
0.00
JOHNSON & JOHNSON
SOLEShares1.78K
TypeSH
Market value$1.97M
1.23%
Sole
0.00
Shared
1.78K
None
0.00
ALPHABET INC
SOLEShares72.00
TypeSH
Market value$1.95M
1.22%
Sole
0.00
Shared
72.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.51K
TypeSH
Market value$1.68M
1.05%
Sole
0.00
Shared
9.51K
None
0.00
MONDELEZ INTL INC
SOLEShares11.01K
TypeSH
Market value$1.53M
0.96%
Sole
0.00
Shared
11.01K
None
0.00
INTUITIVE SURGICAL INC
SOLEShares10.40K
TypeSH
Market value$1.47M
0.92%
Sole
0.00
Shared
10.40K
None
0.00
MCDONALDS CORP
SOLEShares4.72K
TypeSH
Market value$1.39M
0.87%
Sole
0.00
Shared
4.72K
None
0.00
ARISTA NETWORKS INC
SOLEShares10.84K
TypeSH
Market value$1.29M
0.81%
Sole
0.00
Shared
10.84K
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.03K
TypeSH
Market value$1.29M
0.81%
Sole
0.00
Shared
4.03K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 67.00 | SH | $15.74M 9.84% | 0.00 | 67.00 | 0.00 |
VISA INCSOLE | COM CL A | 34.71K | SH | $12.34M 7.71% | 0.00 | 34.71K | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 625.00 | SH | $11.77M 7.36% | 0.00 | 625.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 2.32K | SH | $10.63M 6.65% | 0.00 | 2.32K | 0.00 |
INTUITSOLE | COM | 1.27K | SH | $10.36M 6.48% | 0.00 | 1.27K | 0.00 |
WATERS CORPSOLE | COM | 10.97K | SH | $10.18M 6.36% | 0.00 | 10.97K | 0.00 |
AMAZON COM INCSOLE | COM | 43.97K | SH | $10.16M 6.35% | 0.00 | 43.97K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 115.00 | SH | $9.73M 6.08% | 0.00 | 115.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 15.60K | SH | $9.02M 5.64% | 0.00 | 15.60K | 0.00 |
AUTOZONE INCSOLE | COM | 1K | SH | $8.53M 5.33% | 0.00 | 1K | 0.00 |
ZOETIS INCSOLE | CL A | 45.06K | SH | $6.89M 4.30% | 0.00 | 45.06K | 0.00 |
ADOBE INCSOLE | COM | 440.00 | SH | $6.05M 3.78% | 0.00 | 440.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.06K | SH | $3.56M 2.23% | 0.00 | 1.06K | 0.00 |
APPLE INCSOLE | COM | 23.26K | SH | $2.88M 1.80% | 0.00 | 23.26K | 0.00 |
DIAGEO PLCSOLE | SPON ADR NEW | 106.00 | SH | $2.76M 1.72% | 0.00 | 106.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.28K | SH | $2.35M 1.47% | 0.00 | 3.28K | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 1.33K | SH | $2.00M 1.25% | 0.00 | 1.33K | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.78K | SH | $1.97M 1.23% | 0.00 | 1.78K | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 72.00 | SH | $1.95M 1.22% | 0.00 | 72.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.51K | SH | $1.68M 1.05% | 0.00 | 9.51K | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 11.01K | SH | $1.53M 0.96% | 0.00 | 11.01K | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 10.40K | SH | $1.47M 0.92% | 0.00 | 10.40K | 0.00 |
MCDONALDS CORPSOLE | COM | 4.72K | SH | $1.39M 0.87% | 0.00 | 4.72K | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 10.84K | SH | $1.29M 0.81% | 0.00 | 10.84K | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.03K | SH | $1.29M 0.81% | 0.00 | 4.03K | 0.00 |
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