Filed: 8/12/2025ACC: 0001420506-25-001851
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD filed this quarterly 13F‑HR report disclosing 235 equity positions with a total reported market value of $750.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
235
Positions
$750.61M
Total AUM (reported)
3.58M
Total Shares
Allocation by class
COM$500.81M66.7%
CL A$65.22M8.7%
COM CL A$42.83M5.7%
CAP STK CL A$40.56M5.4%
CL B NEW$36.44M4.9%
SPONSORED ADS$18.25M2.4%
COM NEW$16.97M2.3%
Portfolio Concentration
Top 3$162.11M21.6%
4–10$207.85M27.7%
11–25$221.18M29.5%
Rest$159.46M21.2%
Top 3 weight
21.6%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 3.58M
Sole
Full voting authority
3.20M
shares
% of voting shares89.3%
Shared
Joint voting authority
384.40K
shares
% of voting shares10.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole235
Shared0
Other0
Dominant voting typeSole · 89.3% of voting shares
Institutional Holdings235
Rows:
MICROSOFT CORP
SOLEShares129.54K
TypeSH
Market value$67.83M
9.04%
Sole
129.54K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares244.53K
TypeSH
Market value$51.76M
6.90%
Sole
244.53K
Shared
0.00
None
0.00
VISA INC
SOLEShares124.42K
TypeSH
Market value$42.52M
5.67%
Sole
124.42K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares215.27K
TypeSH
Market value$40.56M
5.40%
Sole
215.27K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares76.91K
TypeSH
Market value$36.44M
4.85%
Sole
76.91K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares95K
TypeSH
Market value$35.89M
4.78%
Sole
95K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares181.97K
TypeSH
Market value$32.47M
4.33%
Sole
181.97K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares195.68K
TypeSH
Market value$22.81M
3.04%
Sole
0.00
Shared
195.68K
None
0.00
META PLATFORMS INC
SOLEShares26.72K
TypeSH
Market value$20.04M
2.67%
Sole
26.72K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares31.87K
TypeSH
Market value$19.64M
2.62%
Sole
0.00
Shared
31.87K
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares25.93K
TypeSH
Market value$18.78M
2.50%
Sole
25.93K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares3.45K
TypeSH
Market value$18.59M
2.48%
Sole
3.45K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares110.30K
TypeSH
Market value$18.46M
2.46%
Sole
110.30K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares138.04K
TypeSH
Market value$18.18M
2.42%
Sole
138.04K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares57.22K
TypeSH
Market value$17.33M
2.31%
Sole
57.22K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares113.77K
TypeSH
Market value$16.77M
2.23%
Sole
113.77K
Shared
0.00
None
0.00
APPLE INC
SOLEShares85.37K
TypeSH
Market value$16.58M
2.21%
Sole
85.37K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares26.10K
TypeSH
Market value$14.61M
1.95%
Sole
26.10K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares30.76K
TypeSH
Market value$14.39M
1.92%
Sole
30.76K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares199.76K
TypeSH
Market value$12.77M
1.70%
Sole
199.76K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares26.12K
TypeSH
Market value$12.38M
1.65%
Sole
26.12K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares72.73K
TypeSH
Market value$11.09M
1.48%
Sole
72.73K
Shared
0.00
None
0.00
INTUIT
SOLEShares23.16K
TypeSH
Market value$11.05M
1.47%
Sole
0.00
Shared
23.16K
None
0.00
ARISTA NETWORKS INC
SOLEShares2K
TypeSH
Market value$10.41M
1.39%
Sole
0.00
Shared
2K
None
0.00
ADOBE INC
SOLEShares28.20K
TypeSH
Market value$9.81M
1.31%
Sole
28.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 129.54K | SH | $67.83M 9.04% | 129.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 244.53K | SH | $51.76M 6.90% | 244.53K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 124.42K | SH | $42.52M 5.67% | 124.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 215.27K | SH | $40.56M 5.40% | 215.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 76.91K | SH | $36.44M 4.85% | 76.91K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 95K | SH | $35.89M 4.78% | 95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 181.97K | SH | $32.47M 4.33% | 181.97K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 195.68K | SH | $22.81M 3.04% | 0.00 | 195.68K | 0.00 |
META PLATFORMS INCSOLE | CL A | 26.72K | SH | $20.04M 2.67% | 26.72K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 31.87K | SH | $19.64M 2.62% | 0.00 | 31.87K | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 25.93K | SH | $18.78M 2.50% | 25.93K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 3.45K | SH | $18.59M 2.48% | 3.45K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 110.30K | SH | $18.46M 2.46% | 110.30K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 138.04K | SH | $18.18M 2.42% | 138.04K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 57.22K | SH | $17.33M 2.31% | 57.22K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 113.77K | SH | $16.77M 2.23% | 113.77K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 85.37K | SH | $16.58M 2.21% | 85.37K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 26.10K | SH | $14.61M 1.95% | 26.10K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 30.76K | SH | $14.39M 1.92% | 30.76K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 199.76K | SH | $12.77M 1.70% | 199.76K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 26.12K | SH | $12.38M 1.65% | 26.12K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 72.73K | SH | $11.09M 1.48% | 72.73K | 0.00 | 0.00 |
INTUITSOLE | COM | 23.16K | SH | $11.05M 1.47% | 0.00 | 23.16K | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 2K | SH | $10.41M 1.39% | 0.00 | 2K | 0.00 |
ADOBE INCSOLE | COM | 28.20K | SH | $9.81M 1.31% | 28.20K | 0.00 | 0.00 |
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