Filed: 8/4/2025ACC: 0001420506-25-001680
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD filed this quarterly 13F‑HR report disclosing 217 equity positions with a total reported market value of $575.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
217
Positions
$575.78M
Total AUM (reported)
5.34M
Total Shares
Allocation by class
COM$393.77M68.4%
CL A$51.21M8.9%
COM CL A$35.44M6.2%
CAP STK CL A$28.64M5.0%
CL B NEW$24.43M4.2%
COM NEW$13.38M2.3%
SPONSORED ADS$11.74M2.0%
Portfolio Concentration
Top 3$108.17M18.8%
4–10$157.03M27.3%
11–25$182.94M31.8%
Rest$127.65M22.2%
Top 3 weight
18.8%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 5.34M
Sole
Full voting authority
4.94M
shares
% of voting shares92.5%
Shared
Joint voting authority
400.57K
shares
% of voting shares7.5%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole217
Shared0
Other0
Dominant voting typeSole · 92.5% of voting shares
Institutional Holdings217
Rows:
MICROSOFT CORP
SOLEShares1.91K
TypeSH
Market value$40.63M
7.06%
Sole
1.91K
Shared
0.00
None
0.00
VISA INC
SOLEShares99.36K
TypeSH
Market value$35.32M
6.13%
Sole
99.36K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares19.36K
TypeSH
Market value$32.22M
5.60%
Sole
19.36K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.57K
TypeSH
Market value$28.64M
4.97%
Sole
14.57K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares192.90K
TypeSH
Market value$27.63M
4.80%
Sole
192.90K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares26.84K
TypeSH
Market value$24.43M
4.24%
Sole
26.84K
Shared
0.00
None
0.00
APPLE INC
SOLEShares99.42K
TypeSH
Market value$21.09M
3.66%
Sole
99.42K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares67.15K
TypeSH
Market value$20.56M
3.57%
Sole
0.00
Shared
67.15K
None
0.00
DISNEY WALT CO
SOLEShares3.84K
TypeSH
Market value$17.42M
3.03%
Sole
3.84K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares102.63K
TypeSH
Market value$17.25M
3.00%
Sole
102.63K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares93.61K
TypeSH
Market value$16.55M
2.87%
Sole
93.61K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares705.00
TypeSH
Market value$14.71M
2.56%
Sole
705.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares51.00
TypeSH
Market value$14.34M
2.49%
Sole
51.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares975.00
TypeSH
Market value$14.02M
2.44%
Sole
975.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares19.53K
TypeSH
Market value$14.01M
2.43%
Sole
19.53K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares23.06K
TypeSH
Market value$13.33M
2.32%
Sole
23.06K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares171.03K
TypeSH
Market value$11.92M
2.07%
Sole
171.03K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares77.26K
TypeSH
Market value$11.81M
2.05%
Sole
77.26K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares47.54K
TypeSH
Market value$11.68M
2.03%
Sole
47.54K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares12.34K
TypeSH
Market value$11.45M
1.99%
Sole
12.34K
Shared
0.00
None
0.00
INTUIT
SOLEShares67.25K
TypeSH
Market value$10.79M
1.87%
Sole
0.00
Shared
67.25K
None
0.00
INTUITIVE SURGICAL INC
SOLEShares71.30K
TypeSH
Market value$10.07M
1.75%
Sole
71.30K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares21.75K
TypeSH
Market value$9.73M
1.69%
Sole
21.75K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares2.62K
TypeSH
Market value$9.33M
1.62%
Sole
2.62K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares32.72K
TypeSH
Market value$9.20M
1.60%
Sole
32.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.91K | SH | $40.63M 7.06% | 1.91K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 99.36K | SH | $35.32M 6.13% | 99.36K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 19.36K | SH | $32.22M 5.60% | 19.36K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.57K | SH | $28.64M 4.97% | 14.57K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 192.90K | SH | $27.63M 4.80% | 192.90K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.84K | SH | $24.43M 4.24% | 26.84K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 99.42K | SH | $21.09M 3.66% | 99.42K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 67.15K | SH | $20.56M 3.57% | 0.00 | 67.15K | 0.00 |
DISNEY WALT COSOLE | COM | 3.84K | SH | $17.42M 3.03% | 3.84K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 102.63K | SH | $17.25M 3.00% | 102.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 93.61K | SH | $16.55M 2.87% | 93.61K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 705.00 | SH | $14.71M 2.56% | 705.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 51.00 | SH | $14.34M 2.49% | 51.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 975.00 | SH | $14.02M 2.44% | 975.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 19.53K | SH | $14.01M 2.43% | 19.53K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 23.06K | SH | $13.33M 2.32% | 23.06K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 171.03K | SH | $11.92M 2.07% | 171.03K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 77.26K | SH | $11.81M 2.05% | 77.26K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 47.54K | SH | $11.68M 2.03% | 47.54K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 12.34K | SH | $11.45M 1.99% | 12.34K | 0.00 | 0.00 |
INTUITSOLE | COM | 67.25K | SH | $10.79M 1.87% | 0.00 | 67.25K | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 71.30K | SH | $10.07M 1.75% | 71.30K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 21.75K | SH | $9.73M 1.69% | 21.75K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 2.62K | SH | $9.33M 1.62% | 2.62K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 32.72K | SH | $9.20M 1.60% | 32.72K | 0.00 | 0.00 |
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