Filed: 5/15/2026ACC: 0001420506-26-001053
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD filed this quarterly 13F‑HR report disclosing 281 equity positions with a total reported market value of $850.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
281
Positions
$850.00M
Total AUM (reported)
4.66M
Total Shares
Allocation by class
COM$444.64M52.3%
ORD$109.48M12.9%
CL A$53.07M6.2%
CAP STK CL A$46.25M5.4%
COM CL A$29.39M3.5%
CL B NEW$26.00M3.1%
SPONSORED ADS$25.12M3.0%
Portfolio Concentration
Top 3$186.64M22.0%
4–10$196.77M23.1%
11–25$208.54M24.5%
Rest$258.04M30.4%
Top 3 weight
22.0%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 4.66M
Sole
Full voting authority
4.13M
shares
% of voting shares88.6%
Shared
Joint voting authority
532.64K
shares
% of voting shares11.4%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole281
Shared0
Other0
Dominant voting typeSole · 88.6% of voting shares
Institutional Holdings281
Rows:
ASTRAZENECA PLC
SOLEShares498.15K
TypeSH
Market value$96.79M
11.39%
Sole
494.43K
Shared
3.71K
None
0.00
ALPHABET INC
SOLEShares160.85K
TypeSH
Market value$46.25M
5.44%
Sole
149.28K
Shared
11.57K
None
0.00
MICROSOFT CORP
SOLEShares117.77K
TypeSH
Market value$43.59M
5.13%
Sole
111.27K
Shared
6.49K
None
0.00
AMAZON COM INC
SOLEShares193.16K
TypeSH
Market value$40.23M
4.73%
Sole
180.38K
Shared
12.79K
None
0.00
VISA INC
SOLEShares96.28K
TypeSH
Market value$29.10M
3.42%
Sole
86.19K
Shared
10.09K
None
0.00
NVIDIA CORPORATION
SOLEShares161.31K
TypeSH
Market value$28.13M
3.31%
Sole
157.56K
Shared
3.75K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares54.27K
TypeSH
Market value$26.00M
3.06%
Sole
50.75K
Shared
3.51K
None
0.00
JOHNSON & JOHNSON
SOLEShares103.10K
TypeSH
Market value$25.20M
2.96%
Sole
100.14K
Shared
2.96K
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares74.11K
TypeSH
Market value$25.05M
2.95%
Sole
72.07K
Shared
2.04K
None
0.00
STRYKER CORPORATION
SOLEShares70.18K
TypeSH
Market value$23.06M
2.71%
Sole
61.32K
Shared
8.86K
None
0.00
CHUBB LTD SWITZ
SOLEShares70.28K
TypeSH
Market value$22.91M
2.70%
Sole
68.40K
Shared
1.88K
None
0.00
META PLATFORMS INC
SOLEShares34.15K
TypeSH
Market value$19.54M
2.30%
Sole
33.30K
Shared
841.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.62K
TypeSH
Market value$19.44M
2.29%
Sole
4.10K
Shared
517.00
None
0.00
APPLE INC
SOLEShares64.66K
TypeSH
Market value$16.41M
1.93%
Sole
64.16K
Shared
493.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares16.67K
TypeSH
Market value$14.10M
1.66%
Sole
16.62K
Shared
54.00
None
0.00
MCDONALDS CORP
SOLEShares43.92K
TypeSH
Market value$13.65M
1.61%
Sole
42.52K
Shared
1.39K
None
0.00
MASTERCARD INCORPORATED
SOLEShares26.86K
TypeSH
Market value$13.42M
1.58%
Sole
21.75K
Shared
5.11K
None
0.00
WHEATON PRECIOUS METALS CORP
SOLEShares102.11K
TypeSH
Market value$13.39M
1.58%
Sole
48.50K
Shared
53.61K
None
0.00
CRH PLC
SOLEShares120.67K
TypeSH
Market value$12.68M
1.49%
Sole
119.80K
Shared
868.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares58.38K
TypeSH
Market value$11.86M
1.40%
Sole
46.83K
Shared
11.55K
None
0.00
INTUITIVE SURGICAL INC
SOLEShares23.88K
TypeSH
Market value$11.01M
1.30%
Sole
22.95K
Shared
935.00
None
0.00
ARISTA NETWORKS INC
SOLEShares85.72K
TypeSH
Market value$10.52M
1.24%
Sole
81.67K
Shared
4.05K
None
0.00
FRANCO NEV CORP
SOLEShares42.55K
TypeSH
Market value$10.52M
1.24%
Sole
23.63K
Shared
18.92K
None
0.00
JPMORGAN CHASE & CO
SOLEShares32.75K
TypeSH
Market value$9.63M
1.13%
Sole
31.93K
Shared
822.00
None
0.00
SPROTT ASSET MANAGEMENT LP
SOLEShares198.01K
TypeSH
Market value$9.45M
1.11%
Sole
153.13K
Shared
44.88K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASTRAZENECA PLCSOLE | ORD | 498.15K | SH | $96.79M 11.39% | 494.43K | 3.71K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 160.85K | SH | $46.25M 5.44% | 149.28K | 11.57K | 0.00 |
MICROSOFT CORPSOLE | COM | 117.77K | SH | $43.59M 5.13% | 111.27K | 6.49K | 0.00 |
AMAZON COM INCSOLE | COM | 193.16K | SH | $40.23M 4.73% | 180.38K | 12.79K | 0.00 |
VISA INCSOLE | COM CL A | 96.28K | SH | $29.10M 3.42% | 86.19K | 10.09K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 161.31K | SH | $28.13M 3.31% | 157.56K | 3.75K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 54.27K | SH | $26.00M 3.06% | 50.75K | 3.51K | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 103.10K | SH | $25.20M 2.96% | 100.14K | 2.96K | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 74.11K | SH | $25.05M 2.95% | 72.07K | 2.04K | 0.00 |
STRYKER CORPORATIONSOLE | COM | 70.18K | SH | $23.06M 2.71% | 61.32K | 8.86K | 0.00 |
CHUBB LTD SWITZSOLE | COM | 70.28K | SH | $22.91M 2.70% | 68.40K | 1.88K | 0.00 |
META PLATFORMS INCSOLE | CL A | 34.15K | SH | $19.54M 2.30% | 33.30K | 841.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.62K | SH | $19.44M 2.29% | 4.10K | 517.00 | 0.00 |
APPLE INCSOLE | COM | 64.66K | SH | $16.41M 1.93% | 64.16K | 493.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 16.67K | SH | $14.10M 1.66% | 16.62K | 54.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 43.92K | SH | $13.65M 1.61% | 42.52K | 1.39K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 26.86K | SH | $13.42M 1.58% | 21.75K | 5.11K | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 102.11K | SH | $13.39M 1.58% | 48.50K | 53.61K | 0.00 |
CRH PLCSOLE | ORD | 120.67K | SH | $12.68M 1.49% | 119.80K | 868.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 58.38K | SH | $11.86M 1.40% | 46.83K | 11.55K | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 23.88K | SH | $11.01M 1.30% | 22.95K | 935.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 85.72K | SH | $10.52M 1.24% | 81.67K | 4.05K | 0.00 |
FRANCO NEV CORPSOLE | COM | 42.55K | SH | $10.52M 1.24% | 23.63K | 18.92K | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 32.75K | SH | $9.63M 1.13% | 31.93K | 822.00 | 0.00 |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD AN | 198.01K | SH | $9.45M 1.11% | 153.13K | 44.88K | 0.00 |
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