Evelyn Partners Investment Management LLP
SEC Form 13F institutional filer · CIK 0002065206
13F-HR · 234 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$2.99B
Top-10 concentration
52.0%
Evelyn Partners Investment Management LLP — $2.99B AUM allocation strategy
Evelyn Partners Investment Management LLP files SEC Form 13F and reports $2.99B of long US equity value across 234 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.3%, followed by Financials 13.8% and Communication Services 12.2%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. 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 LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.99B
total across 234 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NEE +58.2K sh · +$10.5M+$BAC +49.3K sh · −$1.61M+$FCX +45.7K sh · +$5.48M
Biggest trims (shares)
−$GEHC −89.9K sh · −$8.97M−$SW −87.6K sh · −$2.68M−$ZTS −71.6K sh · −$10.8M
Exited to nil (held last quarter, gone now)
$LOW ($1.95M last qtr)$GM ($102K last qtr)$AOS ($32.8K last qtr)$ARES ($25.5K last qtr)$URI ($20.2K last qtr)
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 & Services12.2%—
- Systems Software8.7%—
- Broadline Retail8.6%—
- Semiconductors5.1%—
- Multi-Sector Holdings4.5%—
- Transaction & Payment Processing Services3.6%—
- Construction Materials3.5%—
- Technology Hardware, Storage & Peripherals3.5%—
- Other holdings50.2%—
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 |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 704K | $260M | +31.1K | 8.7% |
| $AMZN | Amazon.com Inc | 1.24M | $259M | +23.1K | 8.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 897K | $258M | -28.2K | 8.6% |
| $NVDA | NVIDIA Corporation | 866K | $151M | +26K | 5.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 281K | $135M | +2.27K | 4.5% |
| $V | Visa Inc | 352K | $106M | -10.2K | 3.6% |
| $CRH | CRH PLC | 1.01M | $106M | -27.3K | 3.5% |
| $AAPL | Apple Inc | 410K | $104M | +18.5K | 3.5% |
| $SYK | Stryker Corporation | 265K | $87.2M | -1.86K | 2.9% |
| $CB | Chubb Limited | 266K | $86.6M | +899 | 2.9% |
…and 224 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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