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CIK: 0002065206
Total reported value
$3.7B
$3.7B
420 檔
24.2%
As reported in its official Q1 2025 Form 13F filing, Evelyn Partners Investment Management LLP's tracked investment portfolio stood at $3.7B with 420 total positions.
During Q1 2025, Evelyn Partners Investment Management LLP performed routine portfolio adjustments (1 new buys, 27 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 420 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.58% | -1.91% | +1.25% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.31% | -0.75% | +2.08% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.97% | -0.99% | -0.56% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.42% | -0.22% | +1.19% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.34% | -0.62% | -2.09% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.49% | -0.11% | -2.41% | |
| 7 | CRH | CRH plc | Stock-Materials | 3.45% | -0.69% | -1.91% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.32% | -0.82% | +5.38% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | -0.22% | +5.99% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.05% | -0.23% | -0.06% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.42% | -0.21% | +4.57% | |
| 12 | CB | Chubb Limited | Stock-Financials | 2.37% | +0.07% | +5.21% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.31% | +0.24% | +6.11% | |
| 14 | ZTS | Zoetis Inc | Stock-Healthcare | 2.20% | -0.31% | +6.14% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | -0.12% | +9.52% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.79% | +0.18% | +3.52% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.72% | -0.69% | +2.33% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.09% | +7.40% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.52% | -0.03% | -3.62% | |
| 20 | LIN | Linde plc | Stock-Materials | 1.24% | +0.15% | +3.11% | |
| 21 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 1.24% | -0.09% | -2.55% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | -0.25% | -2.64% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.22% | -0.10% | -5.92% | |
| 24 | IEX | Idex CORP | Stock-Industrials | 1.14% | +0.15% | -4.04% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | -0.06% | +0.31% | |
| 26 | NDAQ | Nasdaq Inc | Stock-Financials | 0.96% | -0.16% | +16.88% | |
| 27 | AZO | Autozone Inc | Stock-Consumer Disc | 0.96% | +0.06% | +6.90% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.89% | -0.26% | +0.15% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | +0.11% | -1.93% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.82% | +0.27% | +0.37% | |
| 31 | BUR | Burford Capital Limited | Stock-Other | 0.81% | -0.32% | -9.47% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.15% | +0.88% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.01% | +0.41% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.78% | -0.07% | -2.31% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | +0.02% | -4.35% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.08% | -3.08% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.70% | -0.25% | +4.20% | |
| 38 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.68% | — | +2.10% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | -0.11% | -3.28% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.63% | +0.12% | -11.94% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.62% | -0.25% | +3.51% | |
| 42 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.59% | +0.08% | -9.01% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.02% | -10.02% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.58% | -0.06% | +15.58% | |
| 45 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.55% | -0.26% | +10.86% | |
| 46 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.52% | +0.14% | -5.75% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.07% | -9.06% | |
| 48 | MKL | Markel Group Inc | Stock-Financials | 0.46% | -0.05% | +1.65% | |
| 49 | ROP | Roper Technologies Inc | Stock-Tech | 0.43% | -0.58% | +10.90% | |
| 50 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.43% | -0.06% | +4.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +1.19% | Add |
| 2 | V | Visa Inc-class A Shares | +0.5% | -2.09% | Trim |
| 3 | CB | Chubb Limited | +0.4% | +5.21% | Add |
| 4 | UNH | Unitedhealth Group Inc | +0.4% | +5.38% | Add |
| 5 | KO | Coca-cola Co/the | +0.3% | +3.52% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +9.52% | Add |
| 7 | AZO | Autozone Inc | +0.2% | +6.90% | Add |
| 8 | ZTS | Zoetis Inc | +0.2% | +6.14% | Add |
| 9 | LIN | Linde plc | +0.2% | +3.11% | Add |
| 10 | SYK | Stryker CORP | +0.2% | -0.06% | Trim |
| 11 | NDAQ | Nasdaq Inc | +0.2% | +16.88% | Add |
| 12 | CEF | Sprott Physical Gold And Sil | +0.1% | +2.10% | Add |
| 13 | AEM | Agnico Eagle Mines LTD | +0.1% | -9.01% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -1.93% | Trim |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +7.40% | Add |
| 16 | BNY | Bank Of New York Mellon CORP | +0.1% | +3661.20% | Add |
| 17 | AMT | American Tower CORP | +0.1% | -3.28% | Trim |
| 18 | MCD | Mcdonald's CORP | +0.1% | -3.62% | Trim |
| 19 | ROP | Roper Technologies Inc | +0.1% | +10.90% | Add |
| 20 | GEHC | GE Healthcare Technology | +0.1% | +10.86% | Add |
| 21 | NEM | Newmont CORP | +0.1% | -4.14% | Trim |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +502.51% | Add |
| 23 | WPM | Wheaton Precious Metals CORP | +0.1% | +46.93% | Add |
| 24 | KEX | Kirby CORP | +0.1% | +9922.86% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +19.65% | Add |
| 26 | WMT | Walmart Inc | 0% | -4.35% | Trim |
| 27 | CDNS | Cadence Design Sys Inc | 0% | +4.45% | Add |
| 28 | BKNG | Booking Holdings Inc | -0.1% | +2.33% | Add |
| 29 | BUR | Burford Capital Limited | -0.1% | -9.47% | Trim |
| 30 | HRI | Herc Holdings Inc | -0.1% | -1.30% | Trim |
| 31 | PEP | Pepsico Inc | -0.1% | -10.02% | Trim |
| 32 | APTV | Aptiv PLC | -0.1% | -46.77% | Trim |
| 33 | DHR | Danaher CORP | -0.1% | +0.15% | Add |
| 34 | GS | Goldman Sachs Group Inc | -0.1% | -5.92% | Trim |
| 35 | ACN | Accenture plc | -0.1% | -2.31% | Trim |
| 36 | DIS | Walt Disney Co/the | -0.1% | -9.06% | Trim |
| 37 | BX | Blackstone Inc | -0.1% | +4.20% | Add |
| 38 | ADBE | Adobe Inc | -0.1% | -25.36% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | -0.1% | +0.88% | Add |
| 40 | CRH | CRH plc | -0.2% | -1.91% | Trim |
| 41 | BDX | Becton Dickinson And Co | -0.2% | -60.44% | Trim |
| 42 | IEX | Idex CORP | -0.2% | -4.04% | Trim |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | +6.11% | Add |
| 44 | SW | Smurfit Westrock Plc | -0.3% | -2.55% | Trim |
| 45 | NVDA | Nvidia CORP | -0.4% | +5.99% | Add |
| 46 | AAPL | Apple Inc | -0.4% | -2.41% | Trim |
| 47 | MSFT | Microsoft CORP | -0.6% | +1.25% | Add |
| 48 | AMZN | Amazon.com Inc | -0.7% | +2.08% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -1.2% | -0.56% | Trim |
| 50 | IP | International Paper Co | — | NEW | New buy |
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 420 disclosed positions in Q1 2025.
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 24.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IP
市值: $4.2M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $220.6M
During Q1 2025, Evelyn Partners Investment Management LLP's top holdings by market value included MSFT (7.6%)、AMZN (7.3%)、GOOGL (6.0%). The largest single position, MSFT, represented 7.6% of total portfolio value.
In Q1 2025, Evelyn Partners Investment Management LLP made 50 total portfolio adjustments, initiating 1 new buys, adding to 27 positions, trimming 22 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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