Evelyn Partners Investment Management LLP

Q1 2025 13F-HR/A Holdings

Location
London, X0
Holdings as of
3/31/2025
Date filed
12/8/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
420
Total value ($000)
$3,002,760
Net value change ($000)
-78,345 (-2.5%)
New positions
20
Sold out positions
16
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/11/2025 Next filing: 11/26/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
BRK-B 21,078 18.9%
V 10,283 8.6%
CB 9,275 15.0%
KO 8,615 19.1%
UNH 8,327 9.1%
JPM 6,643 12.1%
AZO 6,154 27.3%
LIN 4,781 14.7%
ZTS 4,466 7.3%
IP 4,244 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -41,408 -18.8%
AMZN -28,452 -11.5%
MSFT -24,795 -9.8%
AAPL -16,266 -13.4%
NVDA -15,511 -14.5%
SW -8,459 -18.5%
TSM -8,422 -10.8%
CRH -7,466 -6.7%
IEX -6,995 -17.0%
BDX -5,546 -60.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type