13F filer

Evelyn Partners Investment Management

As of Mar 31, 2026 Filed May 15, 2026 CIK 2065206 SEC filings ↗

Stale filing snapshot. This manager's latest published quarter is Q1 2026, behind the current site baseline of Q2 2026. These holdings remain available for historical reference but are excluded from sitewide current-holder totals.

13F Value

$3.68B

Positions

410

Top Position

AZN8.8%

Top 5

34.1%

Latest filing changes

vs Dec 31, 2025

1 AZN AstraZeneca >999%+$324.8M

2 MSFT Microsoft +4.6%+$11.5M

3 AVGO Broadcom +118.1%+$10.0M

4 META Meta Platforms +11.9%+$7.3M

5 APH Amphenol +42.7%+$5.7M

Holdings410

#
1	AZN AstraZeneca Filing details G0593M107 Mar 31, 2026 1,675,125 reported quantity $325,484,543 reported value	8.8%	$325.5M	>999%	1.68M	<0.1%	Common Stock
2	MSFT Microsoft	7.1%	$260.5M	+4.6%	703.6K	9.0%	Common Stock
3	AMZN Amazon	7.0%	$258.7M	+1.9%	1.24M	7.8%	Common Stock
4	GOOGL Alphabet Class A Filing details 02079K305 Mar 31, 2026 897,350 reported quantity $258,041,966 reported value	7.0%	$258.0M	-3.0%	897.4K	8.0%	Common Stock
5	NVDA NVIDIA	4.1%	$151.1M	+3.1%	866.4K	4.3%	Common Stock
6	TSM Taiwan Semiconductor Manufacturing	4.0%	$148.1M	-2.7%	438.2K	3.8%	ADR
7	BRK.B Berkshire Hathaway Class B Filing details 084670702 Mar 31, 2026 281,451 reported quantity $134,871,319 reported value	3.7%	$134.9M	+0.8%	281.5K	3.9%	Common Stock
8	V Visa	2.9%	$106.4M	-2.8%	351.9K	3.5%	Common Stock
9	CRH Crh Filing details G25508105 Mar 31, 2026 1,008,537 reported quantity $106,017,409 reported value	2.9%	$106.0M	-2.6%	1.01M	3.6%	Common Stock
10	AAPL Apple	2.8%	$104.2M	+4.7%	410.4K	2.9%	Common Stock
11	SYK Stryker	2.4%	$87.2M	-0.7%	265.5K	2.6%	Common Stock
12	CB Chubb	2.4%	$86.6M	+0.3%	265.8K	2.3%	Common Stock
13	JPM JPMorgan Chase	2.3%	$84.3M	+5.7%	286.4K	2.4%	Common Stock
14	KO Coca-Cola	2.1%	$75.6M	+2.5%	993.8K	1.9%	Common Stock
15	META Meta Platforms	1.9%	$68.8M	+11.9%	120.2K	2.0%	Common Stock
16	BKNG Booking Holdings	1.7%	$61.1M	-8.6%	14.5K	2.3%	Common Stock
17	TMO Thermo Fisher Scientific	1.5%	$53.6M	+4.6%	109.1K	1.7%	Common Stock
18	LIN Linde Filing details G54950103 Mar 31, 2026 89,609 reported quantity $44,424,558 reported value	1.2%	$44.4M	-0.9%	89.6K	1.1%	Common Stock
19	NEE NextEra Energy	1.2%	$43.1M	+14.3%	463.8K	0.9%	Common Stock
20	IEX Idex	1.1%	$38.9M	+10.8%	205.3K	0.9%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing16

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Dec 31, 2025). Prior values are shown for context and are not included in current totals.