account_balance

Investment manager · 13F filer · SEC CIK 2065206

Evelyn Partners Investment Management LLP

Reported value$3.68Bas of Mar 31, 2026
Positions410
Top 10 weight50.4%AZN alone is 9%
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 8.8% MSFT Microsoft Corp 7.1% AMZN Amazon.com Inc 7.0% GOOGL Alphabet Inc. 7.0% NVDA NVIDIA Corp 4.1% TSM Taiwan Semiconductor Manufacturing Co Ltd 4.0% BRK-B Berkshire Hathaway Inc 3.7% V Visa Inc. 2.9% CRH CRH Public Ltd Co 2.9% AAPL Apple Inc. 2.8% SYK Stryker Corp 2.4% CB Chubb Ltd 2.4%

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