Institutional manager
Evelyn Partners Investment Management LLP
Holds positions in 223 of the S&P 500, worth $2.98bn as reported for the quarter ended 31-mar-2026.
Positions held223of 488 index companies covered
Reported value$2.98bnS&P 500 positions only
Top ten weight53%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 223 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL1.0m$296mCommunication ServicesMicrosoftMSFT703,648$260mInformation TechnologyAmazonAMZN1.2m$259mConsumer DiscretionaryNvidiaNVDA866,383$151mInformation TechnologyBerkshire HathawayBRK.B281,451$135mFinancialsVisa Inc.V351,875$106mFinancialsCRH plcCRH1.0m$106mMaterialsApple Inc.AAPL410,438$104mInformation TechnologyStryker CorporationSYK265,451$87mHealth CareChubb LimitedCB265,802$87mFinancialsJPMorgan ChaseJPM286,422$84mFinancialsCoca-Cola Company (The)KO993,773$76mConsumer StaplesMeta PlatformsMETA120,243$69mCommunication ServicesBooking HoldingsBKNG14,513$61mConsumer DiscretionaryThermo Fisher ScientificTMO109,140$54mHealth CareLinde plcLIN89,609$44mMaterialsNextEra EnergyNEE463,794$43mUtilitiesIDEX CorporationIEX205,291$39mIndustrialsAutoZoneAZO11,290$38mConsumer DiscretionaryNasdaq, Inc.NDAQ428,067$36mFinancialsBank of AmericaBAC691,958$34mFinancialsS&P GlobalSPGI78,907$34mFinancialsGoldman SachsGS39,470$33mFinancialsJohnson & JohnsonJNJ135,066$33mHealth CareMastercardMA64,591$32mFinancialsTJX CompaniesTJX191,584$31mConsumer DiscretionaryIntuitive SurgicalISRG62,473$29mHealth CareWalmartWMT222,464$28mConsumer StaplesZoetisZTS231,709$27mHealth CareUnitedHealth GroupUNH95,509$26mHealth CareSmurfit WestrockSW603,376$24mMaterialsFreeport-McMoRanFCX395,226$23mMaterialsChevron CorporationCVX100,111$21mEnergyNetflixNFLX207,610$20mCommunication ServicesNewmontNEM178,759$19mMaterialsAmphenolAPH150,010$19mInformation TechnologyDanaher CorporationDHR99,678$19mHealth CareBroadcomAVGO59,969$19mInformation TechnologyMcDonald'sMCD58,788$18mConsumer DiscretionaryIntuitINTU37,843$16mInformation TechnologyExxonMobilXOM95,705$16mEnergyProcter & GamblePG110,666$16mConsumer StaplesBlackstone Inc.BX126,850$15mFinancialsCiscoCSCO161,461$13mInformation TechnologyFerguson EnterprisesFERG48,678$11mIndustrialsCostcoCOST11,277$11mConsumer StaplesWalt Disney Company (The)DIS111,068$11mCommunication ServicesDeere & CompanyDE18,992$11mIndustrialsBoston ScientificBSX168,771$11mHealth CareGE HealthCareGEHC147,330$10mHealth CareInteractive BrokersIBKR148,042$10mFinancialsEaton CorporationETN25,058$9mIndustrialsAmerican Water WorksAWK61,264$8mUtilitiesPalo Alto NetworksPANW48,651$8mInformation TechnologyPrologisPLD58,665$8mReal EstateCME GroupCME25,372$7mFinancialsLilly (Eli)LLY7,228$7mHealth CareAbbott LaboratoriesABT61,231$6mHealth CareMondelez InternationalMDLZ103,654$6mConsumer StaplesArista NetworksANET47,223$6mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.