Filed: 12/11/2025ACC: 0001420506-25-003539
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD filed this quarterly 13F‑HR report disclosing 277 equity positions with a total reported market value of $573.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
277
Positions
$573.54M
Total AUM (reported)
3.63M
Total Shares
Allocation by class
COM$355.12M61.9%
CL A$37.72M6.6%
CAP STK CL A$27.86M4.9%
COM CL A$26.95M4.7%
CL B NEW$16.89M2.9%
ORD$12.44M2.2%
COM NEW$11.68M2.0%
Portfolio Concentration
Top 3$95.36M16.6%
4–10$133.62M23.3%
11–25$156.52M27.3%
Rest$188.03M32.8%
Top 3 weight
16.6%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 3.63M
Sole
Full voting authority
3.12M
shares
% of voting shares86.0%
Shared
Joint voting authority
509.38K
shares
% of voting shares14.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole277
Shared0
Other0
Dominant voting typeSole · 86.0% of voting shares
Institutional Holdings277
Rows:
MICROSOFT CORP
SOLEShares90.90K
TypeSH
Market value$38.32M
6.68%
Sole
83.46K
Shared
7.44K
None
0.00
AMAZON COM INC
SOLEShares133.05K
TypeSH
Market value$29.19M
5.09%
Sole
116.85K
Shared
16.20K
None
0.00
ALPHABET INC
SOLEShares147.16K
TypeSH
Market value$27.86M
4.86%
Sole
127.84K
Shared
19.32K
None
0.00
VISA INC
SOLEShares84.88K
TypeSH
Market value$26.82M
4.68%
Sole
73.14K
Shared
11.74K
None
0.00
STRYKER CORPORATION
SOLEShares61.14K
TypeSH
Market value$22.01M
3.84%
Sole
50.72K
Shared
10.43K
None
0.00
APPLE INC
SOLEShares84.90K
TypeSH
Market value$21.26M
3.71%
Sole
83.47K
Shared
1.42K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares37.26K
TypeSH
Market value$16.89M
2.94%
Sole
34.62K
Shared
2.65K
None
0.00
NVIDIA CORPORATION
SOLEShares122.78K
TypeSH
Market value$16.49M
2.87%
Sole
116.89K
Shared
5.88K
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares52.80K
TypeSH
Market value$15.46M
2.69%
Sole
39.59K
Shared
13.21K
None
0.00
DISNEY WALT CO
SOLEShares131.89K
TypeSH
Market value$14.69M
2.56%
Sole
125.79K
Shared
6.10K
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.63K
TypeSH
Market value$13.07M
2.28%
Sole
2.58K
Shared
52.00
None
0.00
JOHNSON & JOHNSON
SOLEShares90.30K
TypeSH
Market value$13.06M
2.28%
Sole
88.32K
Shared
1.99K
None
0.00
MCDONALDS CORP
SOLEShares40.48K
TypeSH
Market value$11.74M
2.05%
Sole
39.73K
Shared
757.00
None
0.00
CRH PLC
SOLEShares126.67K
TypeSH
Market value$11.72M
2.04%
Sole
126.57K
Shared
101.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares22.41K
TypeSH
Market value$11.66M
2.03%
Sole
21.99K
Shared
414.00
None
0.00
CHUBB LIMITED
SOLEShares41.65K
TypeSH
Market value$11.51M
2.01%
Sole
40.71K
Shared
936.00
None
0.00
META PLATFORMS INC
SOLEShares19.22K
TypeSH
Market value$11.25M
1.96%
Sole
18.48K
Shared
736.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares55.42K
TypeSH
Market value$10.95M
1.91%
Sole
53.14K
Shared
2.28K
None
0.00
MASTERCARD INCORPORATED
SOLEShares18.88K
TypeSH
Market value$9.94M
1.73%
Sole
12.62K
Shared
6.26K
None
0.00
MONDELEZ INTL INC
SOLEShares162.39K
TypeSH
Market value$9.70M
1.69%
Sole
156.95K
Shared
5.44K
None
0.00
INTUITIVE SURGICAL INC
SOLEShares16.84K
TypeSH
Market value$8.79M
1.53%
Sole
16.36K
Shared
480.00
None
0.00
PEPSICO INC
SOLEShares57.12K
TypeSH
Market value$8.69M
1.51%
Sole
49.43K
Shared
7.68K
None
0.00
ARISTA NETWORKS INC
SOLEShares78.49K
TypeSH
Market value$8.68M
1.51%
Sole
75.41K
Shared
3.08K
None
0.00
INTUIT
SOLEShares13.02K
TypeSH
Market value$8.18M
1.43%
Sole
6.65K
Shared
6.37K
None
0.00
PROCTER AND GAMBLE CO
SOLEShares45.34K
TypeSH
Market value$7.60M
1.33%
Sole
38.80K
Shared
6.54K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 90.90K | SH | $38.32M 6.68% | 83.46K | 7.44K | 0.00 |
AMAZON COM INCSOLE | COM | 133.05K | SH | $29.19M 5.09% | 116.85K | 16.20K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 147.16K | SH | $27.86M 4.86% | 127.84K | 19.32K | 0.00 |
VISA INCSOLE | COM CL A | 84.88K | SH | $26.82M 4.68% | 73.14K | 11.74K | 0.00 |
STRYKER CORPORATIONSOLE | COM | 61.14K | SH | $22.01M 3.84% | 50.72K | 10.43K | 0.00 |
APPLE INCSOLE | COM | 84.90K | SH | $21.26M 3.71% | 83.47K | 1.42K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 37.26K | SH | $16.89M 2.94% | 34.62K | 2.65K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 122.78K | SH | $16.49M 2.87% | 116.89K | 5.88K | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 52.80K | SH | $15.46M 2.69% | 39.59K | 13.21K | 0.00 |
DISNEY WALT COSOLE | COM | 131.89K | SH | $14.69M 2.56% | 125.79K | 6.10K | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.63K | SH | $13.07M 2.28% | 2.58K | 52.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 90.30K | SH | $13.06M 2.28% | 88.32K | 1.99K | 0.00 |
MCDONALDS CORPSOLE | COM | 40.48K | SH | $11.74M 2.05% | 39.73K | 757.00 | 0.00 |
CRH PLCSOLE | ORD | 126.67K | SH | $11.72M 2.04% | 126.57K | 101.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 22.41K | SH | $11.66M 2.03% | 21.99K | 414.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 41.65K | SH | $11.51M 2.01% | 40.71K | 936.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 19.22K | SH | $11.25M 1.96% | 18.48K | 736.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 55.42K | SH | $10.95M 1.91% | 53.14K | 2.28K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 18.88K | SH | $9.94M 1.73% | 12.62K | 6.26K | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 162.39K | SH | $9.70M 1.69% | 156.95K | 5.44K | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 16.84K | SH | $8.79M 1.53% | 16.36K | 480.00 | 0.00 |
PEPSICO INCSOLE | COM | 57.12K | SH | $8.69M 1.51% | 49.43K | 7.68K | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 78.49K | SH | $8.68M 1.51% | 75.41K | 3.08K | 0.00 |
INTUITSOLE | COM | 13.02K | SH | $8.18M 1.43% | 6.65K | 6.37K | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 45.34K | SH | $7.60M 1.33% | 38.80K | 6.54K | 0.00 |
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