Filed: 11/14/2025ACC: 0001420506-25-003428
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD filed this quarterly 13F‑HR report disclosing 266 equity positions with a total reported market value of $744.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
266
Positions
$744.91M
Total AUM (reported)
4.03M
Total Shares
Allocation by class
COM$450.29M60.4%
CL A$53.13M7.1%
CAP STK CL A$42.84M5.8%
COM CL A$32.97M4.4%
CL B NEW$23.63M3.2%
SPONSORED ADS$23.33M3.1%
ORD$15.46M2.1%
Portfolio Concentration
Top 3$135.74M18.2%
4–10$166.86M22.4%
11–25$210.76M28.3%
Rest$231.54M31.1%
Top 3 weight
18.2%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 4.03M
Sole
Full voting authority
3.44M
shares
% of voting shares85.3%
Shared
Joint voting authority
592.80K
shares
% of voting shares14.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole266
Shared0
Other0
Dominant voting typeSole · 85.3% of voting shares
Institutional Holdings266
Rows:
MICROSOFT CORP
SOLEShares103.35K
TypeSH
Market value$53.53M
7.19%
Sole
95.83K
Shared
7.52K
None
0.00
ALPHABET INC
SOLEShares176.22K
TypeSH
Market value$42.84M
5.75%
Sole
159.86K
Shared
16.37K
None
0.00
AMAZON COM INC
SOLEShares179.30K
TypeSH
Market value$39.37M
5.28%
Sole
162.33K
Shared
16.96K
None
0.00
VISA INC
SOLEShares95.67K
TypeSH
Market value$32.66M
4.38%
Sole
84.88K
Shared
10.79K
None
0.00
STRYKER CORPORATION
SOLEShares68.34K
TypeSH
Market value$25.26M
3.39%
Sole
58.59K
Shared
9.75K
None
0.00
NVIDIA CORPORATION
SOLEShares128.84K
TypeSH
Market value$24.04M
3.23%
Sole
125.39K
Shared
3.45K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares47.01K
TypeSH
Market value$23.63M
3.17%
Sole
43.74K
Shared
3.27K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares83.23K
TypeSH
Market value$23.25M
3.12%
Sole
79.76K
Shared
3.48K
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares24.83K
TypeSH
Market value$19.77M
2.65%
Sole
24.11K
Shared
714.00
None
0.00
JOHNSON & JOHNSON
SOLEShares98.44K
TypeSH
Market value$18.25M
2.45%
Sole
95.21K
Shared
3.23K
None
0.00
META PLATFORMS INC
SOLEShares24.66K
TypeSH
Market value$18.11M
2.43%
Sole
23.62K
Shared
1.04K
None
0.00
BOOKING HOLDINGS INC
SOLEShares3.27K
TypeSH
Market value$17.67M
2.37%
Sole
3.18K
Shared
94.00
None
0.00
DISNEY WALT CO
SOLEShares149.97K
TypeSH
Market value$17.17M
2.31%
Sole
129.48K
Shared
20.49K
None
0.00
CHUBB LIMITED
SOLEShares59.86K
TypeSH
Market value$16.89M
2.27%
Sole
58.07K
Shared
1.79K
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares57.48K
TypeSH
Market value$16.87M
2.26%
Sole
44.63K
Shared
12.86K
None
0.00
CRH PLC
SOLEShares128.22K
TypeSH
Market value$15.37M
2.06%
Sole
128.22K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares50.49K
TypeSH
Market value$15.34M
2.06%
Sole
48.94K
Shared
1.55K
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares29.65K
TypeSH
Market value$14.38M
1.93%
Sole
28.74K
Shared
912.00
None
0.00
APPLE INC
SOLEShares53.53K
TypeSH
Market value$13.63M
1.83%
Sole
53.53K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares90.12K
TypeSH
Market value$13.13M
1.76%
Sole
85.23K
Shared
4.89K
None
0.00
MASTERCARD INCORPORATED
SOLEShares20.74K
TypeSH
Market value$11.80M
1.58%
Sole
15.42K
Shared
5.32K
None
0.00
MONDELEZ INTL INC
SOLEShares176.78K
TypeSH
Market value$11.04M
1.48%
Sole
168.14K
Shared
8.65K
None
0.00
WHEATON PRECIOUS METALS CORP
SOLEShares91.64K
TypeSH
Market value$10.25M
1.38%
Sole
39.53K
Shared
52.11K
None
0.00
ZOETIS INC
SOLEShares66.82K
TypeSH
Market value$9.78M
1.31%
Sole
54.16K
Shared
12.66K
None
0.00
INTUITIVE SURGICAL INC
SOLEShares20.82K
TypeSH
Market value$9.31M
1.25%
Sole
19.82K
Shared
998.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 103.35K | SH | $53.53M 7.19% | 95.83K | 7.52K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 176.22K | SH | $42.84M 5.75% | 159.86K | 16.37K | 0.00 |
AMAZON COM INCSOLE | COM | 179.30K | SH | $39.37M 5.28% | 162.33K | 16.96K | 0.00 |
VISA INCSOLE | COM CL A | 95.67K | SH | $32.66M 4.38% | 84.88K | 10.79K | 0.00 |
STRYKER CORPORATIONSOLE | COM | 68.34K | SH | $25.26M 3.39% | 58.59K | 9.75K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 128.84K | SH | $24.04M 3.23% | 125.39K | 3.45K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 47.01K | SH | $23.63M 3.17% | 43.74K | 3.27K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 83.23K | SH | $23.25M 3.12% | 79.76K | 3.48K | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 24.83K | SH | $19.77M 2.65% | 24.11K | 714.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 98.44K | SH | $18.25M 2.45% | 95.21K | 3.23K | 0.00 |
META PLATFORMS INCSOLE | CL A | 24.66K | SH | $18.11M 2.43% | 23.62K | 1.04K | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 3.27K | SH | $17.67M 2.37% | 3.18K | 94.00 | 0.00 |
DISNEY WALT COSOLE | COM | 149.97K | SH | $17.17M 2.31% | 129.48K | 20.49K | 0.00 |
CHUBB LIMITEDSOLE | COM | 59.86K | SH | $16.89M 2.27% | 58.07K | 1.79K | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 57.48K | SH | $16.87M 2.26% | 44.63K | 12.86K | 0.00 |
CRH PLCSOLE | ORD | 128.22K | SH | $15.37M 2.06% | 128.22K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 50.49K | SH | $15.34M 2.06% | 48.94K | 1.55K | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 29.65K | SH | $14.38M 1.93% | 28.74K | 912.00 | 0.00 |
APPLE INCSOLE | COM | 53.53K | SH | $13.63M 1.83% | 53.53K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 90.12K | SH | $13.13M 1.76% | 85.23K | 4.89K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 20.74K | SH | $11.80M 1.58% | 15.42K | 5.32K | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 176.78K | SH | $11.04M 1.48% | 168.14K | 8.65K | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 91.64K | SH | $10.25M 1.38% | 39.53K | 52.11K | 0.00 |
ZOETIS INCSOLE | CL A | 66.82K | SH | $9.78M 1.31% | 54.16K | 12.66K | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 20.82K | SH | $9.31M 1.25% | 19.82K | 998.00 | 0.00 |
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