account_balance

Investment manager · 13F filer · SEC CIK 2065205

Evelyn Partners Investment Management Services Ltd

Reported value$850Mas of Mar 31, 2026
Positions281
Top 10 weight45.1%AZN alone is 11%
FiledMay 1545 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AZN Astrazeneca PLC 11.4% GOOGL Alphabet Inc. 5.4% MSFT Microsoft Corp 5.1% AMZN Amazon.com Inc 4.7% V Visa Inc. 3.4% NVDA NVIDIA Corp 3.3% BRK-B Berkshire Hathaway Inc 3.1% JNJ Johnson & Johnson 3.0% TSM Taiwan Semiconductor Manufacturing Co Ltd 2.9% SYK Stryker Corp 2.7% CB Chubb Ltd 2.7% META Meta Platforms, Inc. 2.3%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist