Filed: 2/13/2026ACC: 0001420506-26-000368
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD filed this quarterly 13F‑HR report disclosing 262 equity positions with a total reported market value of $798.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$798.34M
Total AUM (reported)
4.27M
Total Shares
Allocation by class
COM$479.34M60.0%
CL A$51.72M6.5%
CAP STK CL A$49.12M6.2%
COM CL A$34.38M4.3%
SPONSORED ADS$27.95M3.5%
CL B NEW$24.96M3.1%
COM NEW$18.41M2.3%
Portfolio Concentration
Top 3$142.36M17.8%
4–10$183.03M22.9%
11–25$221.16M27.7%
Rest$251.80M31.5%
Top 3 weight
17.8%
Top 10 weight
40.8%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Sole
Full voting authority
3.67M
shares
% of voting shares86.0%
Shared
Joint voting authority
598.61K
shares
% of voting shares14.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole262
Shared0
Other0
Dominant voting typeSole · 86.0% of voting shares
Institutional Holdings262
Rows:
MICROSOFT CORP
SOLEShares106.64K
TypeSH
Market value$51.57M
6.46%
Sole
98.84K
Shared
7.80K
None
0.00
ALPHABET INC
SOLEShares156.94K
TypeSH
Market value$49.12M
6.15%
Sole
144.36K
Shared
12.58K
None
0.00
AMAZON COM INC
SOLEShares180.52K
TypeSH
Market value$41.67M
5.22%
Sole
166.44K
Shared
14.08K
None
0.00
VISA INC
SOLEShares97.21K
TypeSH
Market value$34.09M
4.27%
Sole
86.54K
Shared
10.66K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares91.82K
TypeSH
Market value$27.90M
3.50%
Sole
88.57K
Shared
3.25K
None
0.00
NVIDIA CORPORATION
SOLEShares139.49K
TypeSH
Market value$26.01M
3.26%
Sole
135.33K
Shared
4.16K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.66K
TypeSH
Market value$24.96M
3.13%
Sole
46.36K
Shared
3.29K
None
0.00
STRYKER CORPORATION
SOLEShares70.03K
TypeSH
Market value$24.61M
3.08%
Sole
60.26K
Shared
9.77K
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.39K
TypeSH
Market value$23.51M
2.94%
Sole
3.85K
Shared
540.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares24.95K
TypeSH
Market value$21.93M
2.75%
Sole
24.27K
Shared
679.00
None
0.00
CHUBB LIMITED
SOLEShares67.50K
TypeSH
Market value$21.07M
2.64%
Sole
65.46K
Shared
2.04K
None
0.00
JOHNSON & JOHNSON
SOLEShares97.89K
TypeSH
Market value$20.26M
2.54%
Sole
94.85K
Shared
3.04K
None
0.00
META PLATFORMS INC
SOLEShares30.07K
TypeSH
Market value$19.85M
2.49%
Sole
29.17K
Shared
908.00
None
0.00
DISNEY WALT CO
SOLEShares157.73K
TypeSH
Market value$17.94M
2.25%
Sole
137.33K
Shared
20.40K
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares29.27K
TypeSH
Market value$16.96M
2.12%
Sole
28.34K
Shared
925.00
None
0.00
MCDONALDS CORP
SOLEShares52.05K
TypeSH
Market value$15.91M
1.99%
Sole
50.58K
Shared
1.47K
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares60.07K
TypeSH
Market value$15.45M
1.94%
Sole
47.37K
Shared
12.70K
None
0.00
APPLE INC
SOLEShares55.45K
TypeSH
Market value$15.07M
1.89%
Sole
54.46K
Shared
986.00
None
0.00
CRH PLC
SOLEShares111.67K
TypeSH
Market value$13.94M
1.75%
Sole
111.20K
Shared
470.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares22.28K
TypeSH
Market value$12.62M
1.58%
Sole
21.32K
Shared
960.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares21.44K
TypeSH
Market value$12.24M
1.53%
Sole
15.92K
Shared
5.51K
None
0.00
WHEATON PRECIOUS METALS CORP
SOLEShares96.59K
TypeSH
Market value$11.36M
1.42%
Sole
43.46K
Shared
53.13K
None
0.00
ARISTA NETWORKS INC
SOLEShares85.07K
TypeSH
Market value$11.15M
1.40%
Sole
80.55K
Shared
4.52K
None
0.00
SPROTT ASSET MANAGEMENT LP
SOLEShares193.49K
TypeSH
Market value$8.86M
1.11%
Sole
153.65K
Shared
39.84K
None
0.00
ZOETIS INC
SOLEShares67.41K
TypeSH
Market value$8.48M
1.06%
Sole
54.13K
Shared
13.29K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 106.64K | SH | $51.57M 6.46% | 98.84K | 7.80K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 156.94K | SH | $49.12M 6.15% | 144.36K | 12.58K | 0.00 |
AMAZON COM INCSOLE | COM | 180.52K | SH | $41.67M 5.22% | 166.44K | 14.08K | 0.00 |
VISA INCSOLE | COM CL A | 97.21K | SH | $34.09M 4.27% | 86.54K | 10.66K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 91.82K | SH | $27.90M 3.50% | 88.57K | 3.25K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 139.49K | SH | $26.01M 3.26% | 135.33K | 4.16K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.66K | SH | $24.96M 3.13% | 46.36K | 3.29K | 0.00 |
STRYKER CORPORATIONSOLE | COM | 70.03K | SH | $24.61M 3.08% | 60.26K | 9.77K | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.39K | SH | $23.51M 2.94% | 3.85K | 540.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 24.95K | SH | $21.93M 2.75% | 24.27K | 679.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 67.50K | SH | $21.07M 2.64% | 65.46K | 2.04K | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 97.89K | SH | $20.26M 2.54% | 94.85K | 3.04K | 0.00 |
META PLATFORMS INCSOLE | CL A | 30.07K | SH | $19.85M 2.49% | 29.17K | 908.00 | 0.00 |
DISNEY WALT COSOLE | COM | 157.73K | SH | $17.94M 2.25% | 137.33K | 20.40K | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 29.27K | SH | $16.96M 2.12% | 28.34K | 925.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 52.05K | SH | $15.91M 1.99% | 50.58K | 1.47K | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 60.07K | SH | $15.45M 1.94% | 47.37K | 12.70K | 0.00 |
APPLE INCSOLE | COM | 55.45K | SH | $15.07M 1.89% | 54.46K | 986.00 | 0.00 |
CRH PLCSOLE | ORD | 111.67K | SH | $13.94M 1.75% | 111.20K | 470.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 22.28K | SH | $12.62M 1.58% | 21.32K | 960.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 21.44K | SH | $12.24M 1.53% | 15.92K | 5.51K | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 96.59K | SH | $11.36M 1.42% | 43.46K | 53.13K | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 85.07K | SH | $11.15M 1.40% | 80.55K | 4.52K | 0.00 |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD AN | 193.49K | SH | $8.86M 1.11% | 153.65K | 39.84K | 0.00 |
ZOETIS INCSOLE | CL A | 67.41K | SH | $8.48M 1.06% | 54.13K | 13.29K | 0.00 |
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