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CIK: 0002065206
Total reported value
$3.7B
$3.7B
413 檔
32.4%
During the Q4 2025 filing period, Evelyn Partners Investment Management LLP (CIK: 0002065206) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.7B across 413 reported positions.
During Q4 2025, Evelyn Partners Investment Management LLP performed routine portfolio adjustments (2 new buys, 24 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 413 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.99% | -1.91% | +0.96% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.00% | -0.99% | -13.31% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.78% | -0.75% | +1.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.33% | -0.22% | +0.32% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.88% | -0.22% | +7.82% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.78% | +0.24% | -8.96% | |
| 7 | CRH | CRH plc | Stock-Materials | 3.57% | -0.69% | -1.23% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.51% | -0.62% | +1.90% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.11% | -1.95% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 2.60% | -0.23% | +4.71% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | -0.12% | -1.53% | |
| 12 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.35% | -0.69% | +1.56% | |
| 13 | CB | Chubb Limited | Stock-Financials | 2.28% | +0.07% | +2.22% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.09% | +6.20% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.87% | +0.18% | +11.44% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.67% | -0.21% | -0.46% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.52% | -0.82% | +0.69% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | -0.15% | -8.88% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 1.16% | -0.25% | +3.06% | |
| 20 | NDAQ | Nasdaq Inc | Stock-Financials | 1.15% | -0.16% | +3.34% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.13% | -0.25% | +0.50% | |
| 22 | LIN | Linde plc | Stock-Materials | 1.06% | +0.15% | +4.65% | |
| 23 | ZTS | Zoetis Inc | Stock-Healthcare | 1.05% | -0.31% | -11.01% | |
| 24 | CEF | Sprott Physical Gold And Sil | Stock-Other | 1.03% | — | +6.51% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.01% | -0.10% | -8.30% | |
| 26 | AZO | Autozone Inc | Stock-Consumer Disc | 0.98% | +0.06% | +7.42% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | -0.06% | -1.80% | |
| 28 | IEX | Idex CORP | Stock-Industrials | 0.91% | +0.15% | +9.21% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.90% | +0.27% | +14.78% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.01% | +0.08% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.84% | -0.06% | +12.84% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | +0.11% | -4.44% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.77% | -0.26% | -1.39% | |
| 34 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.74% | -0.09% | -7.19% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | +0.02% | -4.48% | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 0.70% | -0.58% | -2.86% | |
| 37 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.69% | -0.26% | +3.35% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.25% | +2.67% | |
| 39 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.62% | +0.08% | -15.83% | |
| 40 | TTE | TotalEnergies SE | Stock-Other | 0.61% | +0.27% | — | |
| 41 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.54% | -0.26% | -0.26% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.03% | -6.34% | |
| 43 | NEM | Newmont CORP | Stock-Materials | 0.52% | +0.01% | -5.29% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.08% | -0.94% | |
| 45 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.49% | +0.14% | +5.85% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | +0.05% | +1107.47% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.47% | -0.03% | +5.28% | |
| 48 | MKL | Markel Group Inc | Stock-Financials | 0.45% | -0.05% | +3.57% | |
| 49 | BUR | Burford Capital Limited | Stock-Other | 0.45% | -0.32% | -0.84% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.44% | +0.12% | -0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -13.31% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.3% | +1.02% | Add |
| 3 | CEF | Sprott Physical Gold And Sil | +0.2% | +6.51% | Add |
| 4 | ISRG | Intuitive Surgical Inc | +0.2% | +12.84% | Add |
| 5 | KO | Coca-cola Co/the | +0.2% | +11.44% | Add |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.2% | -0.46% | Trim |
| 7 | CB | Chubb Limited | +0.2% | +2.22% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +7.82% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +169.65% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -8.88% | Trim |
| 11 | NEE | Nextera Energy Inc | +0.1% | +14.78% | Add |
| 12 | IEX | Idex CORP | +0.1% | +9.21% | Add |
| 13 | FCX | Freeport-mcmoran Inc | +0.1% | +5.85% | Add |
| 14 | NDAQ | Nasdaq Inc | +0.1% | +3.34% | Add |
| 15 | SPGI | S&p Global Inc | +0.1% | +3.06% | Add |
| 16 | DHR | Danaher CORP | +0.1% | -1.39% | Trim |
| 17 | V | Visa Inc-class A Shares | +0.1% | +1.90% | Add |
| 18 | AAPL | Apple Inc | +0.1% | -1.95% | Trim |
| 19 | MKL | Markel Group Inc | +0.1% | +3.57% | Add |
| 20 | NEM | Newmont CORP | +0.1% | -5.29% | Trim |
| 21 | LLY | Eli Lilly & Co | 0% | +2.63% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | -4.44% | Trim |
| 23 | GEHC | GE Healthcare Technology | 0% | -0.26% | Trim |
| 24 | APH | Amphenol Corp-cl A | 0% | +1.52% | Add |
| 25 | TJX | Tjx Companies Inc | 0% | +0.08% | Add |
| 26 | BAC | Bank Of America CORP | 0% | -1.80% | Trim |
| 27 | CRH | CRH plc | — | -1.23% | Trim |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -0.94% | Trim |
| 29 | CDNS | Cadence Design Sys Inc | -0.1% | -13.81% | Trim |
| 30 | IBKR | Interactive Brokers Gro-cl A | -0.1% | -10.14% | Trim |
| 31 | HON | Honeywell International Inc | -0.1% | -30.04% | Trim |
| 32 | MDLZ | Mondelez International Inc-a | -0.1% | -16.45% | Trim |
| 33 | BX | Blackstone Inc | -0.1% | +2.67% | Add |
| 34 | PEP | Pepsico Inc | -0.1% | -34.61% | Trim |
| 35 | BNY | Bank Of New York Mellon CORP | -0.1% | -97.34% | Trim |
| 36 | LIN | Linde plc | -0.1% | +4.65% | Add |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | +0.69% | Add |
| 38 | AEM | Agnico Eagle Mines LTD | -0.1% | -15.83% | Trim |
| 39 | ROP | Roper Technologies Inc | -0.1% | -2.86% | Trim |
| 40 | ACN | Accenture plc | -0.2% | -45.63% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.2% | +6.20% | Add |
| 42 | SW | Smurfit Westrock Plc | -0.2% | -7.19% | Trim |
| 43 | BUR | Burford Capital Limited | -0.2% | -0.84% | Trim |
| 44 | AMT | American Tower CORP | -0.2% | -30.54% | Trim |
| 45 | RACE | Ferrari N.V. | -0.2% | +3.35% | Add |
| 46 | AZO | Autozone Inc | -0.2% | +7.42% | Add |
| 47 | ZTS | Zoetis Inc | -0.4% | -11.01% | Trim |
| 48 | MSFT | Microsoft CORP | -0.8% | +0.96% | Add |
| 49 | TTE | TotalEnergies SE | — | NEW | New buy |
| 50 | MICC | The Magnum Ice Cream Company N. | — | 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 413 disclosed positions in Q4 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, GOOGL, AMZN) accounted for 32.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $22.3M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $259.6M
During Q4 2025, Evelyn Partners Investment Management LLP's top holdings by market value included MSFT (9.0%)、GOOGL (8.0%)、AMZN (7.8%). The largest single position, MSFT, represented 9.0% of total portfolio value.
In Q4 2025, Evelyn Partners Investment Management LLP made 50 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 24 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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