Filed: 11/14/2025ACC: 0001420506-25-003422
📋 What this filing means
EVELYN PARTNERS ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 280 equity positions with a total reported market value of $442.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
280
Positions
$442.94M
Total AUM (reported)
3.30M
Total Shares
Allocation by class
COMMON$211.89M47.8%
ETF$135.10M30.5%
CLASS A$61.69M13.9%
ADR$26.11M5.9%
ADS$5.23M1.2%
CLASS B$2.05M0.5%
CLASS C$837.1K0.2%
Portfolio Concentration
Top 3$82.32M18.6%
4–10$94.71M21.4%
11–25$126.21M28.5%
Rest$139.70M31.5%
Top 3 weight
18.6%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
3.30M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole280
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings280
Rows:
MFC SPDR GOLD TR GOLD SHS
SOLEShares84.67K
TypeSH
Market value$30.10M
6.79%
Sole
0.00
Shared
84.67K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares208.61K
TypeSH
Market value$28.75M
6.49%
Sole
0.00
Shared
208.61K
None
0.00
MICROSOFT CORP
SOLEShares45.33K
TypeSH
Market value$23.48M
5.30%
Sole
0.00
Shared
45.33K
None
0.00
ALPHABET INC
SOLEShares73.45K
TypeSH
Market value$17.86M
4.03%
Sole
0.00
Shared
73.45K
None
0.00
AMAZON COM INC
SOLEShares66.29K
TypeSH
Market value$14.56M
3.29%
Sole
0.00
Shared
66.29K
None
0.00
VANECK ETF TR GOLD MINERS ETF
SOLEShares185.12K
TypeSH
Market value$14.14M
3.19%
Sole
0.00
Shared
185.12K
None
0.00
VISA INC
SOLEShares39.49K
TypeSH
Market value$13.48M
3.04%
Sole
0.00
Shared
39.49K
None
0.00
STRYKER CORP
SOLEShares32.37K
TypeSH
Market value$11.97M
2.70%
Sole
0.00
Shared
32.37K
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares38.66K
TypeSH
Market value$11.35M
2.56%
Sole
0.00
Shared
38.66K
None
0.00
DISNEY WALT CO
SOLEShares99.12K
TypeSH
Market value$11.35M
2.56%
Sole
0.00
Shared
99.12K
None
0.00
APPLE INC COM
SOLEShares40.03K
TypeSH
Market value$10.19M
2.30%
Sole
0.00
Shared
40.03K
None
0.00
MASTERCARD INC CL A
SOLEShares17.81K
TypeSH
Market value$10.13M
2.29%
Sole
0.00
Shared
17.81K
None
0.00
INTUIT
SOLEShares14.54K
TypeSH
Market value$9.93M
2.24%
Sole
0.00
Shared
14.54K
None
0.00
LITMAN GREGORY FDS TR
SOLEShares362.40K
TypeSH
Market value$9.90M
2.23%
Sole
0.00
Shared
362.40K
None
0.00
AUTOZONE INC
SOLEShares2.29K
TypeSH
Market value$9.84M
2.22%
Sole
0.00
Shared
2.29K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares106.45K
TypeSH
Market value$9.35M
2.11%
Sole
0.00
Shared
106.45K
None
0.00
WATERS CORP
SOLEShares27.81K
TypeSH
Market value$8.34M
1.88%
Sole
0.00
Shared
27.81K
None
0.00
GLOBAL X FDS
SOLEShares169.57K
TypeSH
Market value$8.08M
1.82%
Sole
0.00
Shared
169.57K
None
0.00
ZOETIS INC
SOLEShares54.22K
TypeSH
Market value$7.93M
1.79%
Sole
0.00
Shared
54.22K
None
0.00
VANGUARD WORLD FD
SOLEShares61.27K
TypeSH
Market value$7.71M
1.74%
Sole
0.00
Shared
61.27K
None
0.00
ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETF
SOLEShares208.96K
TypeSH
Market value$7.69M
1.74%
Sole
0.00
Shared
208.96K
None
0.00
ASML HLDG N V N Y REGISTRY SHS NEW 2012 ISIN#USN070592100
SOLEShares7.70K
TypeSH
Market value$7.46M
1.68%
Sole
0.00
Shared
7.70K
None
0.00
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP
SOLEShares121.46K
TypeSH
Market value$6.74M
1.52%
Sole
0.00
Shared
121.46K
None
0.00
VANGUARD INDEX FDS
SOLEShares10.95K
TypeSH
Market value$6.71M
1.51%
Sole
0.00
Shared
10.95K
None
0.00
PAYPAL HLDGS INC
SOLEShares92.64K
TypeSH
Market value$6.21M
1.40%
Sole
0.00
Shared
92.64K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MFC SPDR GOLD TR GOLD SHSSOLE | ETF | 84.67K | SH | $30.10M 6.79% | 0.00 | 84.67K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 208.61K | SH | $28.75M 6.49% | 0.00 | 208.61K | 0.00 |
MICROSOFT CORPSOLE | Common | 45.33K | SH | $23.48M 5.30% | 0.00 | 45.33K | 0.00 |
ALPHABET INCSOLE | Class A | 73.45K | SH | $17.86M 4.03% | 0.00 | 73.45K | 0.00 |
AMAZON COM INCSOLE | Common | 66.29K | SH | $14.56M 3.29% | 0.00 | 66.29K | 0.00 |
VANECK ETF TR GOLD MINERS ETFSOLE | ETF | 185.12K | SH | $14.14M 3.19% | 0.00 | 185.12K | 0.00 |
VISA INCSOLE | Class A | 39.49K | SH | $13.48M 3.04% | 0.00 | 39.49K | 0.00 |
STRYKER CORPSOLE | Common | 32.37K | SH | $11.97M 2.70% | 0.00 | 32.37K | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | Common | 38.66K | SH | $11.35M 2.56% | 0.00 | 38.66K | 0.00 |
DISNEY WALT COSOLE | Common | 99.12K | SH | $11.35M 2.56% | 0.00 | 99.12K | 0.00 |
APPLE INC COMSOLE | Common | 40.03K | SH | $10.19M 2.30% | 0.00 | 40.03K | 0.00 |
MASTERCARD INC CL ASOLE | Class A | 17.81K | SH | $10.13M 2.29% | 0.00 | 17.81K | 0.00 |
INTUITSOLE | Common | 14.54K | SH | $9.93M 2.24% | 0.00 | 14.54K | 0.00 |
LITMAN GREGORY FDS TRSOLE | Common | 362.40K | SH | $9.90M 2.23% | 0.00 | 362.40K | 0.00 |
AUTOZONE INCSOLE | Common | 2.29K | SH | $9.84M 2.22% | 0.00 | 2.29K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 106.45K | SH | $9.35M 2.11% | 0.00 | 106.45K | 0.00 |
WATERS CORPSOLE | Common | 27.81K | SH | $8.34M 1.88% | 0.00 | 27.81K | 0.00 |
GLOBAL X FDSSOLE | Common | 169.57K | SH | $8.08M 1.82% | 0.00 | 169.57K | 0.00 |
ZOETIS INCSOLE | Class A | 54.22K | SH | $7.93M 1.79% | 0.00 | 54.22K | 0.00 |
VANGUARD WORLD FDSOLE | ETF | 61.27K | SH | $7.71M 1.74% | 0.00 | 61.27K | 0.00 |
ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETFSOLE | Common | 208.96K | SH | $7.69M 1.74% | 0.00 | 208.96K | 0.00 |
ASML HLDG N V N Y REGISTRY SHS NEW 2012 ISIN#USN070592100SOLE | Common | 7.70K | SH | $7.46M 1.68% | 0.00 | 7.70K | 0.00 |
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIPSOLE | ADR | 121.46K | SH | $6.74M 1.52% | 0.00 | 121.46K | 0.00 |
VANGUARD INDEX FDSSOLE | ETF | 10.95K | SH | $6.71M 1.51% | 0.00 | 10.95K | 0.00 |
PAYPAL HLDGS INCSOLE | Common | 92.64K | SH | $6.21M 1.40% | 0.00 | 92.64K | 0.00 |
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