Evelyn Partners Investment Management LLP

Q2 2025 13F-HR/A Holdings

Location
London, X0
Holdings as of
6/30/2025
Date filed
11/26/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
415
Total value ($000)
$3,269,634
Net value change ($000)
+266,874 (8.9%)
New positions
18
Sold out positions
23
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/8/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 103,318 45.4%
NVDA 42,190 46.0%
AMZN 40,286 18.4%
TSM 31,168 44.8%
GOOGL 22,345 12.5%
SPGI 20,645 110.9%
RACE 19,562 193.3%
JPM 18,927 30.7%
META 18,585 38.9%
BKNG 15,690 30.3%
Top Reduces (Value $000, Stocks/ETFs)
UNH -43,235 -43.4%
TMO -29,415 -40.4%
AAPL -19,179 -18.3%
BRK-B -13,471 -10.2%
MCD -10,186 -22.4%
PEP -7,973 -45.4%
V -4,603 -3.5%
SW -3,737 -10.0%
GS -3,356 -9.2%
CVX -3,342 -17.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type