13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002065205
Total reported value
$850.0M
$850.0M
262 檔
24.0%
The Q4 2025 SEC filing reveals that Evelyn Partners Investment Management Services Ltd held a total portfolio value of $850.0M, covering 262 public equity positions.
In Q4 2025, Evelyn Partners Investment Management Services Ltd displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.46% | -1.33% | +3.19% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.15% | -0.71% | -10.95% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.22% | -0.49% | +0.68% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.27% | -0.85% | +1.61% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.50% | -0.55% | +10.32% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | +0.05% | +8.26% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.13% | -0.07% | +5.63% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.08% | -0.37% | +2.48% | |
| 9 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.94% | -0.65% | +34.13% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.75% | -1.09% | +0.52% | |
| 11 | CB | Chubb Limited | Stock-Financials | 2.64% | +0.06% | +12.77% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.54% | +0.42% | -0.56% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | -0.19% | +21.93% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.25% | -1.28% | +5.18% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.12% | -1.08% | -1.29% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.99% | -0.38% | +3.09% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 1.94% | -0.54% | +4.51% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.89% | +0.04% | +3.58% | |
| 19 | CRH | CRH plc | Stock-Materials | 1.75% | -0.26% | -12.91% | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.58% | -0.28% | +7.01% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.53% | +0.05% | +3.37% | |
| 22 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.42% | +0.16% | +5.40% | |
| 23 | ANET | Arista Networks Inc | Stock-Tech | 1.40% | -0.16% | -5.60% | |
| 24 | CEF | Sprott Physical Gold And Sil | Stock-Other | 1.11% | — | +4.22% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 1.06% | -0.35% | +0.89% | |
| 26 | FNV | Franco-nevada CORP | Stock-Materials | 1.03% | +0.21% | +4.14% | |
| 27 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.03% | -0.10% | -13.38% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 1.03% | -0.23% | +22.45% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | -0.04% | +2.90% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.18% | +6.84% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.72% | -5.42% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.92% | +0.10% | -3.44% | |
| 33 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.89% | -0.79% | -1.30% | |
| 34 | WAT | Waters CORP | Stock-Healthcare | 0.82% | -0.23% | +3.88% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.81% | -0.25% | +12.11% | |
| 36 | NDAQ | Nasdaq Inc | Stock-Financials | 0.80% | -0.02% | +13.45% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | +0.04% | +7.44% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.09% | — | |
| 39 | LIN | Linde plc | Stock-Materials | 0.76% | -0.07% | +14.91% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.75% | -0.11% | -17.09% | |
| 41 | AZO | Autozone Inc | Stock-Consumer Disc | 0.64% | -0.06% | +7.81% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.63% | -0.19% | -3.13% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.62% | +0.17% | +18.40% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.11% | -0.83% | |
| 45 | ROP | Roper Technologies Inc | Stock-Tech | 0.60% | -0.42% | +234.67% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.60% | +0.02% | +138.24% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.59% | +0.04% | -16.11% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.17% | -32.02% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.52% | -0.01% | +9.51% | |
| 50 | IEX | Idex CORP | Stock-Industrials | 0.52% | +0.01% | +26.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | +0.6% | +34.13% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -10.95% | Trim |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +10.32% | Add |
| 4 | ROP | Roper Technologies Inc | +0.4% | +234.67% | Add |
| 5 | CB | Chubb Limited | +0.4% | +12.77% | Add |
| 6 | ISRG | Intuitive Surgical Inc | +0.3% | +7.01% | Add |
| 7 | CME | Cme Group Inc | +0.3% | +138.24% | Add |
| 8 | LLY | Eli Lilly & Co | +0.3% | +2.90% | Add |
| 9 | CEF | Sprott Physical Gold And Sil | +0.2% | +4.22% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | -1.29% | Trim |
| 11 | SPGI | S&p Global Inc | +0.2% | +22.45% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +84.57% | Add |
| 13 | WAT | Waters CORP | +0.2% | +3.88% | Add |
| 14 | NEE | Nextera Energy Inc | +0.2% | +144.44% | Add |
| 15 | NDAQ | Nasdaq Inc | +0.1% | +13.45% | Add |
| 16 | IEX | Idex CORP | +0.1% | +26.57% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +0.52% | Add |
| 18 | ACN | Accenture plc | +0.1% | +12.11% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.56% | Trim |
| 20 | TJX | Tjx Companies Inc | +0.1% | +18.40% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +64.16% | Add |
| 22 | GEHC | GE Healthcare Technology | +0.1% | +168.43% | Add |
| 23 | SGOL | Abrdn Physical Gold Shares | +0.1% | +28.41% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +21.93% | Add |
| 25 | AAPL | Apple Inc | +0.1% | +3.58% | Add |
| 26 | GDX | Vaneck Gold Miners ETF | +0.1% | +9.51% | Add |
| 27 | KO | Coca-cola Co/the | +0.1% | +7.44% | Add |
| 28 | WPM | Wheaton Precious Metals CORP | 0% | +5.40% | Add |
| 29 | NVDA | Nvidia CORP | 0% | +8.26% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.63% | Add |
| 31 | AMZN | Amazon.com Inc | -0.1% | +0.68% | Add |
| 32 | DIS | Walt Disney Co/the | -0.1% | +5.18% | Add |
| 33 | V | Visa Inc-class A Shares | -0.1% | +1.61% | Add |
| 34 | APD | Air Products & Chemicals Inc | -0.1% | -76.36% | Trim |
| 35 | PYPL | Paypal Holdings Inc | -0.2% | -17.17% | Trim |
| 36 | AZO | Autozone Inc | -0.2% | +7.81% | Add |
| 37 | SW | Smurfit Westrock Plc | -0.2% | -12.21% | Trim |
| 38 | VT | Vanguard Tot World Stk ETF | -0.2% | -17.09% | Trim |
| 39 | ZTS | Zoetis Inc | -0.3% | +0.89% | Add |
| 40 | ADBE | Adobe Inc | -0.3% | -61.37% | Trim |
| 41 | CRH | CRH plc | -0.3% | -12.91% | Trim |
| 42 | ADP | Automatic Data Processing | -0.3% | +4.51% | Add |
| 43 | PG | Procter & Gamble Co/the | -0.4% | -32.02% | Trim |
| 44 | ANET | Arista Networks Inc | -0.4% | -5.60% | Trim |
| 45 | MDLZ | Mondelez International Inc-a | -0.5% | -13.38% | Trim |
| 46 | MSFT | Microsoft CORP | -0.7% | +3.19% | Add |
| 47 | EA | Electronic Arts Inc | — | EXIT | Sold out |
| 48 | AVEM | Avantis Emerging Markets Eq | — | NEW | New buy |
| 49 | MICC | The Magnum Ice Cream Company N. | — | NEW | New buy |
| 50 | TTE | TotalEnergies SE | — | 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 262 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 24.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVEM
市值: $2.3M
Top Position Liquidated / Trimmed
EA
前期市值: $2.5M
During Q4 2025, Evelyn Partners Investment Management Services Ltd's top holdings by market value included MSFT (6.5%)、GOOGL (6.2%)、AMZN (5.2%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q4 2025, Evelyn Partners Investment Management Services Ltd made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.