Evelyn Partners Investment Management Services Ltd
SEC Form 13F institutional filer · CIK 0002065205
13F-HR · 174 reported holdings · 2026-03-31
Investment manager.
Reported long-US-equity value
$0.64B
Top-10 concentration
47.2%
Evelyn Partners Investment Management Services Ltd — $644M AUM allocation strategy
Evelyn Partners Investment Management Services Ltd files SEC Form 13F and reports $644M of long US equity value across 174 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.9%, followed by Information Technology 15.3% and Consumer Discretionary 11.4%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Evelyn Partners Investment Management Services Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$644M
total across 174 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$APH +26K sh · +$3.11M+$GEHC +22.8K sh · +$1.47M+$NVDA +21.8K sh · +$2.12M
Biggest trims (shares)
−$CL −79.8K sh · −$6.24M−$DIS −72.4K sh · −$9.72M−$PEP −40.4K sh · −$5.66M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services10.2%—
- Systems Software6.8%—
- Transaction & Payment Processing Services6.6%—
- Broadline Retail6.2%—
- Health Care Equipment5.3%—
- Semiconductors4.3%—
- Multi-Sector Holdings4.1%—
- Pharmaceuticals3.9%—
- Other holdings52.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 161K | $46.3M | +3.91K | 7.2% |
| $MSFT | Microsoft Corporation | 118K | $43.6M | +11.1K | 6.8% |
| $AMZN | Amazon.com Inc | 193K | $40.2M | +12.6K | 6.2% |
| $V | Visa Inc | 96.3K | $29.1M | -928 | 4.5% |
| $NVDA | NVIDIA Corporation | 161K | $28.1M | +21.8K | 4.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 54.3K | $26M | +4.61K | 4.0% |
| $JNJ | Johnson & Johnson | 103K | $25.2M | +5.21K | 3.9% |
| $SYK | Stryker Corporation | 70.2K | $23.1M | +148 | 3.6% |
| $CB | Chubb Limited | 70.3K | $22.9M | +2.79K | 3.6% |
| $META | Meta Platforms Inc | 34.1K | $19.5M | +4.07K | 3.0% |
…and 164 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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