Filed: 12/11/2025ACC: 0001420506-25-003536
📋 What this filing means
EVELYN PARTNERS ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 245 equity positions with a total reported market value of $371.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
245
Positions
$371.49M
Total AUM (reported)
2.90M
Total Shares
Allocation by class
COM$156.28M42.1%
TT WRLD ST ETF$25.76M6.9%
GOLD SHS$23.36M6.3%
CL A$21.23M5.7%
CAP STK CL A$15.48M4.2%
COM CL A$13.47M3.6%
IMGP DBI MANAGED$10.27M2.8%
Portfolio Concentration
Top 3$69.28M18.6%
4–10$87.67M23.6%
11–25$111.00M29.9%
Rest$103.54M27.9%
Top 3 weight
18.6%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 3.58M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
3.58M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole245
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings245
Rows:
VANGUARD INTL EQUITY INDEX F
SOLEShares219.27K
TypeSH
Market value$25.76M
6.93%
Sole
0.00
Shared
219.27K
None
0.00
SPDR GOLD TR
SOLEShares96.50K
TypeSH
Market value$23.36M
6.29%
Sole
0.00
Shared
96.50K
None
0.00
MICROSOFT CORP
SOLEShares47.83K
TypeSH
Market value$20.16M
5.43%
Sole
0.00
Shared
47.83K
None
0.00
ALPHABET INC
SOLEShares81.76K
TypeSH
Market value$15.48M
4.17%
Sole
0.00
Shared
81.76K
None
0.00
AMAZON COM INC
SOLEShares63.73K
TypeSH
Market value$13.98M
3.76%
Sole
0.00
Shared
63.73K
None
0.00
VISA INC
SOLEShares42.58K
TypeSH
Market value$13.46M
3.62%
Sole
0.00
Shared
42.58K
None
0.00
STRYKER CORPORATION
SOLEShares33.45K
TypeSH
Market value$12.05M
3.24%
Sole
0.00
Shared
33.45K
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares40.80K
TypeSH
Market value$11.96M
3.22%
Sole
0.00
Shared
40.80K
None
0.00
WATERS CORP
SOLEShares28.17K
TypeSH
Market value$10.45M
2.81%
Sole
0.00
Shared
28.17K
None
0.00
MASTERCARD INCORPORATED
SOLEShares19.55K
TypeSH
Market value$10.30M
2.77%
Sole
0.00
Shared
19.55K
None
0.00
LITMAN GREGORY FDS TR
SOLEShares392.60K
TypeSH
Market value$10.27M
2.76%
Sole
0.00
Shared
392.60K
None
0.00
DISNEY WALT CO
SOLEShares90.25K
TypeSH
Market value$10.05M
2.71%
Sole
0.00
Shared
777.25K
None
0.00
INTUIT
SOLEShares15.76K
TypeSH
Market value$9.91M
2.67%
Sole
0.00
Shared
15.76K
None
0.00
PROCTER AND GAMBLE CO
SOLEShares50.09K
TypeSH
Market value$8.40M
2.26%
Sole
0.00
Shared
50.09K
None
0.00
AUTOZONE INC
SOLEShares2.54K
TypeSH
Market value$8.12M
2.19%
Sole
0.00
Shared
2.54K
None
0.00
ADOBE INC
SOLEShares17.56K
TypeSH
Market value$7.81M
2.10%
Sole
0.00
Shared
17.56K
None
0.00
PAYPAL HLDGS INC
SOLEShares86.75K
TypeSH
Market value$7.40M
1.99%
Sole
0.00
Shared
86.75K
None
0.00
VANGUARD WORLD FD
SOLEShares56.86K
TypeSH
Market value$6.90M
1.86%
Sole
0.00
Shared
56.86K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares95.56K
TypeSH
Market value$6.79M
1.83%
Sole
0.00
Shared
95.56K
None
0.00
VANGUARD INDEX FDS
SOLEShares11.54K
TypeSH
Market value$6.22M
1.67%
Sole
0.00
Shared
11.54K
None
0.00
ACCENTURE PLC IRELAND
SOLEShares17.65K
TypeSH
Market value$6.21M
1.67%
Sole
0.00
Shared
17.65K
None
0.00
NOVO-NORDISK A S
SOLEShares70.67K
TypeSH
Market value$6.08M
1.64%
Sole
0.00
Shared
70.67K
None
0.00
ZOETIS INC
SOLEShares36.76K
TypeSH
Market value$5.99M
1.61%
Sole
0.00
Shared
36.76K
None
0.00
VANECK ETF TRUST
SOLEShares173.25K
TypeSH
Market value$5.88M
1.58%
Sole
0.00
Shared
173.25K
None
0.00
UNILEVER PLC
SOLEShares87.83K
TypeSH
Market value$4.98M
1.34%
Sole
0.00
Shared
87.83K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 219.27K | SH | $25.76M 6.93% | 0.00 | 219.27K | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 96.50K | SH | $23.36M 6.29% | 0.00 | 96.50K | 0.00 |
MICROSOFT CORPSOLE | COM | 47.83K | SH | $20.16M 5.43% | 0.00 | 47.83K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 81.76K | SH | $15.48M 4.17% | 0.00 | 81.76K | 0.00 |
AMAZON COM INCSOLE | COM | 63.73K | SH | $13.98M 3.76% | 0.00 | 63.73K | 0.00 |
VISA INCSOLE | COM CL A | 42.58K | SH | $13.46M 3.62% | 0.00 | 42.58K | 0.00 |
STRYKER CORPORATIONSOLE | COM | 33.45K | SH | $12.05M 3.24% | 0.00 | 33.45K | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 40.80K | SH | $11.96M 3.22% | 0.00 | 40.80K | 0.00 |
WATERS CORPSOLE | COM | 28.17K | SH | $10.45M 2.81% | 0.00 | 28.17K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 19.55K | SH | $10.30M 2.77% | 0.00 | 19.55K | 0.00 |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 392.60K | SH | $10.27M 2.76% | 0.00 | 392.60K | 0.00 |
DISNEY WALT COSOLE | COM | 90.25K | SH | $10.05M 2.71% | 0.00 | 777.25K | 0.00 |
INTUITSOLE | COM | 15.76K | SH | $9.91M 2.67% | 0.00 | 15.76K | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 50.09K | SH | $8.40M 2.26% | 0.00 | 50.09K | 0.00 |
AUTOZONE INCSOLE | COM | 2.54K | SH | $8.12M 2.19% | 0.00 | 2.54K | 0.00 |
ADOBE INCSOLE | COM | 17.56K | SH | $7.81M 2.10% | 0.00 | 17.56K | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 86.75K | SH | $7.40M 1.99% | 0.00 | 86.75K | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 56.86K | SH | $6.90M 1.86% | 0.00 | 56.86K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 95.56K | SH | $6.79M 1.83% | 0.00 | 95.56K | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.54K | SH | $6.22M 1.67% | 0.00 | 11.54K | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 17.65K | SH | $6.21M 1.67% | 0.00 | 17.65K | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 70.67K | SH | $6.08M 1.64% | 0.00 | 70.67K | 0.00 |
ZOETIS INCSOLE | CL A | 36.76K | SH | $5.99M 1.61% | 0.00 | 36.76K | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 173.25K | SH | $5.88M 1.58% | 0.00 | 173.25K | 0.00 |
UNILEVER PLCSOLE | SPON ADR NEW | 87.83K | SH | $4.98M 1.34% | 0.00 | 87.83K | 0.00 |
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