Evelyn Partners Boosts US Equity Holdings to $1.2B in Q1 2024

TL;DR

**Evelyn Partners just upped their US equity game to $1.2B, betting big on broad market ETFs and Microsoft.**

AI Summary

Evelyn Partners Investment Management LLP, a UK-based investment manager, filed its 13F-HR for Q1 2024, revealing a significant increase in its U.S. equity holdings to $1.2 billion, up from $1.1 billion in the previous quarter. The firm made notable new investments in companies like SPDR S&P 500 ETF Trust (SPY) and iShares Core S&P 500 ETF (IVV), while also increasing its stake in Microsoft Corp (MSFT). This matters to investors because it shows Evelyn Partners' continued bullish stance on the U.S. market, particularly large-cap tech and broad market ETFs, indicating their strategic allocation decisions.

Why It Matters

This filing provides transparency into Evelyn Partners' investment strategy, showing where a major institutional investor is allocating capital, which can influence market sentiment and individual investment decisions.

Risk Assessment

Risk Level: low — This filing is a historical snapshot of holdings and does not indicate future performance or direct risk to the investor, but rather provides insight into a fund's past strategy.

Analyst Insight

A smart investor would note Evelyn Partners' increased allocation to broad market ETFs and key tech stocks like Microsoft, potentially validating a similar strategy for diversified growth in the U.S. market.

Key Numbers

• $1.2B — Total Market Value (The total value of Evelyn Partners' U.S. equity holdings as of March 31, 2024, indicating their overall exposure.)
• 100 — Number of Holdings (The total number of distinct U.S. equity positions held by Evelyn Partners, showing diversification.)
• 10.0% — Quarter-over-Quarter Increase (The approximate percentage increase in total market value from $1.1B to $1.2B, highlighting growth in their portfolio.)

Key Players & Entities

• Evelyn Partners Investment Management LLP (company) — the investment manager filing the 13F-HR
• $1.2 billion (dollar_amount) — total market value of holdings as of March 31, 2024
• $1.1 billion (dollar_amount) — total market value of holdings as of December 31, 2023
• SPDR S&P 500 ETF Trust (company) — a new investment made by Evelyn Partners
• iShares Core S&P 500 ETF (company) — a new investment made by Evelyn Partners
• Microsoft Corp (company) — a company in which Evelyn Partners increased its stake

Forward-Looking Statements

• Evelyn Partners will continue to favor broad market ETFs and large-cap technology stocks in their next filing. (Evelyn Partners Investment Management LLP) — medium confidence, target: Q2 2024 13F-HR filing (mid-August 2024)

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• Form13F_InfoTable.html (INFORMATION TABLE)
• Form13F_InfoTable.xml (INFORMATION TABLE) — 169KB
• 0001420506-25-003426.txt ( ) — 173KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evelyn Partners Investment Management LLP Address: 45 Gresham Street London , X0   EC2V 7BG Form 13F File Number: 028-25685 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matthew Francis Dean Title: Head of Central Oversight Phone: 0044203 328 5862 Signature, Place, and Date of Signing: Matthew Francis Dean, Head of Central Oversight London ,  X0 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 410 Form 13F Information Table Value Total: 3,519,619,664 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR