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CIK: 0002065205
Total reported value
$850.0M
$850.0M
271 檔
17.0%
According to the latest 13F quarterly dataset, Evelyn Partners Investment Management Services Ltd managed an equity portfolio of $850.0M at the end of Q1 2025, spanning 271 distinct U.S. exchange-listed positions.
In Q1 2025, Evelyn Partners Investment Management Services Ltd displayed an active expansion posture, initiating 1 new positions and adding to 41 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.08% | -1.33% | +8.60% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 5.07% | -0.85% | +3.91% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.60% | -0.49% | +10.71% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.03% | -0.71% | +7.85% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 3.89% | -0.37% | +4.16% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.61% | -0.07% | +11.00% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.04% | +6.48% | |
| 8 | ADP | Automatic Data Processing | Stock-Tech | 2.73% | -0.54% | +3.16% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.66% | +0.42% | +8.18% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.05% | +17.38% | |
| 11 | CB | Chubb Limited | Stock-Financials | 2.35% | +0.06% | +13.96% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.30% | -0.38% | +10.72% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.27% | -1.28% | +6.50% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.20% | -0.65% | +10.84% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.09% | -1.08% | +14.47% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.19% | +8.68% | |
| 17 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.84% | -0.10% | +1.63% | |
| 18 | CRH | CRH plc | Stock-Materials | 1.78% | -0.26% | -2.56% | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 1.75% | -0.16% | +23.19% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.65% | +0.05% | -2.65% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.63% | -0.55% | +7.82% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.51% | -0.28% | +10.28% | |
| 23 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.49% | +0.16% | +0.73% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.47% | -0.72% | +4.70% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.39% | -0.06% | +15.12% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 1.36% | -0.35% | +32.49% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | -0.17% | +5.80% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.31% | -1.09% | +22.69% | |
| 29 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.30% | -0.79% | +5.22% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 1.22% | +0.10% | -7.13% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.09% | -0.11% | -0.78% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.08% | -0.09% | +4.78% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.07% | -0.19% | -3.04% | |
| 34 | ACN | Accenture plc | Stock-Tech | 1.03% | -0.25% | +10.06% | |
| 35 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.00% | -0.02% | -4.52% | |
| 36 | FNV | Franco-nevada CORP | Stock-Materials | 0.96% | +0.21% | +1.06% | |
| 37 | WAT | Waters CORP | Stock-Healthcare | 0.91% | -0.23% | -7.03% | |
| 38 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.85% | — | -2.72% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.09% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.18% | +28.88% | |
| 41 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.72% | -0.11% | -1.03% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.70% | -0.23% | +10.46% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | +0.04% | +26.12% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.64% | -0.07% | +33.25% | |
| 45 | AZO | Autozone Inc | Stock-Consumer Disc | 0.60% | -0.06% | +29.92% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.11% | -34.23% | |
| 47 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.53% | -0.22% | +16.05% | |
| 48 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.51% | -0.02% | +0.17% | |
| 49 | MKC-V | Mccormick & Co Inc Vtg Com | Stock-Other | 0.49% | -0.08% | — | |
| 50 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.45% | -0.03% | -5.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +11.00% | Add |
| 2 | V | Visa Inc-class A Shares | +0.4% | +3.91% | Add |
| 3 | JNJ | Johnson & Johnson | +0.4% | +8.18% | Add |
| 4 | WPM | Wheaton Precious Metals CORP | +0.4% | +0.73% | Add |
| 5 | CB | Chubb Limited | +0.3% | +13.96% | Add |
| 6 | ZTS | Zoetis Inc | +0.3% | +32.49% | Add |
| 7 | SGOL | Abrdn Physical Gold Shares | +0.3% | +1843.40% | Add |
| 8 | MCD | Mcdonald's CORP | +0.3% | +10.72% | Add |
| 9 | ANET | Arista Networks Inc | +0.2% | +23.19% | Add |
| 10 | FNV | Franco-nevada CORP | +0.2% | +1.06% | Add |
| 11 | LLY | Eli Lilly & Co | +0.2% | +181.03% | Add |
| 12 | AZO | Autozone Inc | +0.2% | +29.92% | Add |
| 13 | KO | Coca-cola Co/the | +0.2% | +26.12% | Add |
| 14 | LIN | Linde plc | +0.2% | +33.25% | Add |
| 15 | MDLZ | Mondelez International Inc-a | +0.2% | +1.63% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.2% | +15.12% | Add |
| 17 | CDNS | Cadence Design Sys Inc | +0.2% | +245.23% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +28.88% | Add |
| 19 | NDAQ | Nasdaq Inc | +0.1% | +63.38% | Add |
| 20 | DE | Deere & Co | +0.1% | +345.28% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +22.69% | Add |
| 22 | ETN | Eaton Corporation plc | +0.1% | +262.40% | Add |
| 23 | URA | Global X Uranium ETF | +0.1% | +4040.61% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +62.84% | Add |
| 25 | AEM | Agnico Eagle Mines LTD | +0.1% | — | Unchanged |
| 26 | CEF | Sprott Physical Gold And Sil | +0.1% | -2.72% | Trim |
| 27 | GDX | Vaneck Gold Miners ETF | +0.1% | +0.39% | Add |
| 28 | CP | Canadian Pacific Kansas City | +0.1% | +38.19% | Add |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +14.47% | Add |
| 30 | SYK | Stryker CORP | +0.1% | +4.16% | Add |
| 31 | ADP | Automatic Data Processing | 0% | +3.16% | Add |
| 32 | SPGI | S&p Global Inc | 0% | +10.46% | Add |
| 33 | CL | Colgate-palmolive Co | 0% | +5.22% | Add |
| 34 | META | Meta Platforms Inc-class A | 0% | +8.68% | Add |
| 35 | PG | Procter & Gamble Co/the | 0% | +5.80% | Add |
| 36 | ADBE | Adobe Inc | -0.2% | +4.78% | Add |
| 37 | SW | Smurfit Westrock Plc | -0.2% | -1.03% | Trim |
| 38 | INTU | Intuit Inc | -0.2% | -7.13% | Trim |
| 39 | GLD | Spdr Gold Shares | -0.2% | -34.23% | Trim |
| 40 | IEX | Idex CORP | -0.2% | -20.42% | Trim |
| 41 | CRH | CRH plc | -0.3% | -2.56% | Trim |
| 42 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | +7.82% | Add |
| 43 | DIS | Walt Disney Co/the | -0.3% | +6.50% | Add |
| 44 | NVDA | Nvidia CORP | -0.3% | +17.38% | Add |
| 45 | AAPL | Apple Inc | -0.4% | +6.48% | Add |
| 46 | AMZN | Amazon.com Inc | -0.5% | +10.71% | Add |
| 47 | MSFT | Microsoft CORP | -0.6% | +8.60% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.8% | +7.85% | Add |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | Sold out |
| 50 | IP | International Paper Co | — | NEW | New buy |
According to official SEC Form 13F filings, Evelyn Partners Investment Management Services Ltd reported a total U.S. public equity portfolio value of $850.0M across 271 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, V, AMZN) accounted for 17.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IP
市值: $1.5M
Top Position Liquidated / Trimmed
IJH
前期市值: $2.1M
During Q1 2025, Evelyn Partners Investment Management Services Ltd's top holdings by market value included MSFT (6.1%)、V (5.1%)、AMZN (4.6%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q1 2025, Evelyn Partners Investment Management Services Ltd made 49 total portfolio adjustments, initiating 1 new buys, adding to 41 positions, trimming 6 holdings, and fully liquidating 1 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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