Evelyn Partners Investment Management LLP
Annual return '25
+19.7%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$3.7B
Holdings
409
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AZN
ASTRAZENECA PLC
Q4 2025: Exited (was 7.3k shares)
8.8%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +33.2% (7.9k → 10.5k shares)
7.1%
03
$AMZN
AMAZON COM INC
Q1 2026: Increased +21.0% (21.2k → 25.6k shares)
7.0%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 5.8% (11.6k → 10.9k shares)
7.0%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +37.2% (31.4k → 43.1k shares)
4.1%
06
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Increased +15.6% (4.8k → 5.6k shares)
4.0%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +33.9% (2.5k → 3.4k shares)
3.7%
08
$V
VISA INC
Q1 2026: Sold 3.4% (6.7k → 6.5k shares)
2.9%
09
$CRH
CRH PLC
Q4 2025: Exited (was 1.05M shares)
2.9%
10
$AAPL
APPLE INC
Q1 2026: Increased +14.7% (16.8k → 19.3k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:00 UTC.