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CIK: 0002065206
Total reported value
$3.7B
$3.7B
416 檔
26.1%
According to the latest 13F quarterly dataset, Evelyn Partners Investment Management LLP managed an equity portfolio of $3.7B at the end of Q4 2024, spanning 416 distinct U.S. exchange-listed positions.
During Q4 2024, Evelyn Partners Investment Management LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 416 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.19% | -1.91% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.05% | -0.75% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.16% | -0.99% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.93% | -0.11% | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.89% | -0.62% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.62% | -0.22% | — | |
| 7 | CRH | CRH plc | Stock-Materials | 3.60% | -0.69% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | -0.22% | — | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.97% | -0.82% | — | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 2.88% | -0.23% | — | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.53% | +0.24% | — | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.36% | -0.21% | — | |
| 13 | CB | Chubb Limited | Stock-Financials | 2.01% | +0.07% | — | |
| 14 | ZTS | Zoetis Inc | Stock-Healthcare | 1.99% | -0.31% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.12% | — | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.77% | -0.69% | — | |
| 17 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 1.49% | -0.09% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.09% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.46% | +0.18% | — | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.42% | -0.03% | — | |
| 21 | IEX | Idex CORP | Stock-Industrials | 1.33% | +0.15% | — | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.32% | -0.10% | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.25% | — | |
| 24 | LIN | Linde plc | Stock-Materials | 1.06% | +0.15% | — | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | -0.06% | — | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 0.97% | -0.26% | — | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | -0.15% | — | |
| 28 | ACN | Accenture plc | Stock-Tech | 0.88% | -0.07% | — | |
| 29 | BUR | Burford Capital Limited | Stock-Other | 0.86% | -0.32% | — | |
| 30 | NDAQ | Nasdaq Inc | Stock-Financials | 0.81% | -0.16% | — | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.81% | -0.25% | — | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.81% | +0.27% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | +0.02% | — | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.01% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | +0.11% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.08% | — | |
| 37 | AZO | Autozone Inc | Stock-Consumer Disc | 0.73% | +0.06% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.02% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.60% | +0.12% | — | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.57% | -0.25% | — | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.07% | — | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.55% | -0.11% | — | |
| 43 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.54% | — | — | |
| 44 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.54% | +0.14% | — | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.52% | -0.06% | — | |
| 46 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.47% | -0.06% | — | |
| 47 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.46% | -0.26% | — | |
| 48 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.46% | +0.08% | — | |
| 49 | MKL | Markel Group Inc | Stock-Financials | 0.41% | -0.05% | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | +0.05% | — |
According to official SEC Form 13F filings, Evelyn Partners Investment Management LLP reported a total U.S. public equity portfolio value of $3.7B across 416 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, GOOGL) accounted for 26.1% of total reported equity market value during Q4 2024.
During Q4 2024, Evelyn Partners Investment Management LLP's top holdings by market value included MSFT (8.2%)、AMZN (8.1%)、GOOGL (7.2%). The largest single position, MSFT, represented 8.2% of total portfolio value.
In Q4 2024, Evelyn Partners Investment Management LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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