# EDGAR Filing Document

**Accession Number:** 0002065207
**File Stem:** 0001420506-25-001673
**Filing Date:** 2025-8
**Character Count:** 13024
**Document Hash:** 9285439e760ee5bbecaa2e94bbf80e85
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-001673.hdr.sgml**: 20250804

**ACCESSION NUMBER**: 0001420506-25-001673

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250331

**FILED AS OF DATE**: 20250804

**DATE AS OF CHANGE**: 20250804

**EFFECTIVENESS DATE**: 20250804

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Evelyn Partners Asset Management Ltd
- **CENTRAL INDEX KEY:** 0002065207

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **FISCAL YEAR END:** 1231
- **LEGAL ENTITY IDENTIFIER:** 213800STIAB337CE2L24

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25683
- **FILM NUMBER:** 251179208

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 45 GRESHAM STREET
- **CITY:** LONDON
- **PROVINCE COUNTRY:** X0
- **ZIP:** EC2V 7BG
- **BUSINESS PHONE:** 02033285862

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 45 GRESHAM STREET
- **CITY:** LONDON
- **PROVINCE COUNTRY:** X0
- **ZIP:** EC2V 7BG

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2025

**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 Asset Management Ltd<br>**Address:** 45 Gresham Street<br>London, X0 EC2V 7BG

**Form 13F File Number:** 028-25683

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<br>**Title:** Head of Central Oversight<br>**Phone:** 0044203 328 5862

**Signature, Place, and Date of Signing:**

Matthew Francis Dean Head of Central Oversight  London, X0  08-01-2025<br>[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 are reported 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:** 102

**Form 13F Information Table Value Total:** $160000812

      (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**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 37938 | 23082 | SH |  | SOLE |  | 0 | 23082 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 311766 | 8992 | SH |  | SOLE |  | 0 | 8992 | 0 |
| ADOBE INC | COM | 00724F101 |  | 6051720 | 440 | SH |  | SOLE |  | 0 | 440 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1948219 | 72 | SH |  | SOLE |  | 0 | 72 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9731804 | 115 | SH |  | SOLE |  | 0 | 115 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 10157981 | 43972 | SH |  | SOLE |  | 0 | 43972 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 136588 | 1251 | SH |  | SOLE |  | 0 | 1251 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 62451 | 28 | SH |  | SOLE |  | 0 | 28 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 8133 | 1560 | SH |  | SOLE |  | 0 | 1560 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 5243 | 23 | SH |  | SOLE |  | 0 | 23 | 0 |
| ANSYS INC | COM | 03662Q105 |  | 23109 | 1377 | SH |  | SOLE |  | 0 | 1377 | 0 |
| APPLE INC | COM | 037833100 |  | 2877916 | 23257 | SH |  | SOLE |  | 0 | 23257 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 1290274 | 10838 | SH |  | SOLE |  | 0 | 10838 | 0 |
| AUTODESK INC | COM | 052769106 |  | 25918 | 1641 | SH |  | SOLE |  | 0 | 1641 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 11773537 | 625 | SH |  | SOLE |  | 0 | 625 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 8525376 | 1000 | SH |  | SOLE |  | 0 | 1000 | 0 |
| BALL CORP | COM | 058498106 |  | 4582 | 1050 | SH |  | SOLE |  | 0 | 1050 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 827756 | 595 | SH |  | SOLE |  | 0 | 595 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 796671 | 1760 | SH |  | SOLE |  | 0 | 1760 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3560297 | 1058 | SH |  | SOLE |  | 0 | 1058 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 129297 | 3717 | SH |  | SOLE |  | 0 | 3717 | 0 |
| BOEING CO | COM | 097023105 |  | 1535 | 195 | SH |  | SOLE |  | 0 | 195 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1289935 | 4027 | SH |  | SOLE |  | 0 | 4027 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 3516 | 1553656 | SH |  | SOLE |  | 0 | 1553656 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 6266 | 2225 | SH |  | SOLE |  | 0 | 2225 | 0 |
| CENTENE CORP DEL | COM | 15135B101 |  | 24648 | 414 | SH |  | SOLE |  | 0 | 414 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 2083 | 9 | SH |  | SOLE |  | 0 | 9 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 808401 | 11902 | SH |  | SOLE |  | 0 | 11902 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 3714 | 14 | SH |  | SOLE |  | 0 | 14 | 0 |
| COCA COLA CO | COM | 191216100 |  | 526908 | 17100 | SH |  | SOLE |  | 0 | 17100 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 1996185 | 1327 | SH |  | SOLE |  | 0 | 1327 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 30959 | 923 | SH |  | SOLE |  | 0 | 923 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 2310 | 24 | SH |  | SOLE |  | 0 | 24 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 482799 | 6575 | SH |  | SOLE |  | 0 | 6575 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 118223 | 126 | SH |  | SOLE |  | 0 | 126 | 0 |
| CSX CORP | COM | 126408103 |  | 22073 | 401 | SH |  | SOLE |  | 0 | 401 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 29367 | 215 | SH |  | SOLE |  | 0 | 215 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 21730 | 5269 | SH |  | SOLE |  | 0 | 5269 | 0 |
| DEERE  CO | COM | 244199105 |  | 6571 | 186 | SH |  | SOLE |  | 0 | 186 | 0 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 2757017 | 106 | SH |  | SOLE |  | 0 | 106 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 2558 | 18 | SH |  | SOLE |  | 0 | 18 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1182920 | 37029 | SH |  | SOLE |  | 0 | 37029 | 0 |
| DOW INC | COM | 260557103 |  | 158642 | 83330 | SH |  | SOLE |  | 0 | 83330 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 188268 | 2485 | SH |  | SOLE |  | 0 | 2485 | 0 |
| ECOLAB INC | COM | 278865100 |  | 6338 | 2996 | SH |  | SOLE |  | 0 | 2996 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 73705 | 23257 | SH |  | SOLE |  | 0 | 23257 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 531141 | 2494 | SH |  | SOLE |  | 0 | 2494 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 6058 | 137 | SH |  | SOLE |  | 0 | 137 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 142035 | 194 | SH |  | SOLE |  | 0 | 194 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 5183 | 30 | SH |  | SOLE |  | 0 | 30 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 70366 | 17169 | SH |  | SOLE |  | 0 | 17169 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 22234 | 179 | SH |  | SOLE |  | 0 | 179 | 0 |
| HUMANA INC | COM | 444859102 |  | 1323 | 1900 | SH |  | SOLE |  | 0 | 1900 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 5879 | 14 | SH |  | SOLE |  | 0 | 14 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 78488 | 556 | SH |  | SOLE |  | 0 | 556 | 0 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 15685 | 30 | SH |  | SOLE |  | 0 | 30 | 0 |
| INTUIT | COM | 461202103 |  | 10360812 | 1270 | SH |  | SOLE |  | 0 | 1270 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1468971 | 10402 | SH |  | SOLE |  | 0 | 10402 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1974989 | 1785 | SH |  | SOLE |  | 0 | 1785 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 173918 | 583 | SH |  | SOLE |  | 0 | 583 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 57599 | 400 | SH |  | SOLE |  | 0 | 400 | 0 |
| LOWES COS INC | COM | 548661107 |  | 3965 | 2725 | SH |  | SOLE |  | 0 | 2725 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 9348 | 96 | SH |  | SOLE |  | 0 | 96 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 9019315 | 15603 | SH |  | SOLE |  | 0 | 15603 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1387548 | 4720 | SH |  | SOLE |  | 0 | 4720 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 12207 | 145 | SH |  | SOLE |  | 0 | 145 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2352125 | 3278 | SH |  | SOLE |  | 0 | 3278 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 406471 | 15033 | SH |  | SOLE |  | 0 | 15033 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 15736724 | 67 | SH |  | SOLE |  | 0 | 67 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 1530018 | 11014 | SH |  | SOLE |  | 0 | 11014 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 31250 | 515 | SH |  | SOLE |  | 0 | 515 | 0 |
| MOODYS CORP | COM | 615369105 |  | 4191 | 3877 | SH |  | SOLE |  | 0 | 3877 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 76186 | 46042 | SH |  | SOLE |  | 0 | 46042 | 0 |
| NASDAQ INC | COM | 631103108 |  | 29358 | 105 | SH |  | SOLE |  | 0 | 105 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 195831 | 2463 | SH |  | SOLE |  | 0 | 2463 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 316666 | 4407 | SH |  | SOLE |  | 0 | 4407 | 0 |
| NIKE INC | CL B | 654106103 |  | 187901 | 26836 | SH |  | SOLE |  | 0 | 26836 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 32257 | 1058 | SH |  | SOLE |  | 0 | 1058 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1680107 | 9506 | SH |  | SOLE |  | 0 | 9506 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 25185 | 3204 | SH |  | SOLE |  | 0 | 3204 | 0 |
| RESMED INC | COM | 761152107 |  | 38115 | 825 | SH |  | SOLE |  | 0 | 825 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 887982 | 215 | SH |  | SOLE |  | 0 | 215 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 174450 | 7484 | SH |  | SOLE |  | 0 | 7484 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 6097 | 11 | SH |  | SOLE |  | 0 | 11 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 83997 | 106 | SH |  | SOLE |  | 0 | 106 | 0 |
| SANOFI | SPONSORED ADR | 80105N105 |  | 388331 | 7150 | SH |  | SOLE |  | 0 | 7150 | 0 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 |  | 23321 | 237 | SH |  | SOLE |  | 0 | 237 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 165597 | 1870 | SH |  | SOLE |  | 0 | 1870 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 63460 | 750 | SH |  | SOLE |  | 0 | 750 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 45612 | 45363 | SH |  | SOLE |  | 0 | 45363 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 10632111 | 2317 | SH |  | SOLE |  | 0 | 2317 | 0 |
| TESLA INC | COM | 88160R101 |  | 7775 | 24 | SH |  | SOLE |  | 0 | 24 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 599608 | 12301 | SH |  | SOLE |  | 0 | 12301 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 60165 | 2263 | SH |  | SOLE |  | 0 | 2263 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1263285 | 4495 | SH |  | SOLE |  | 0 | 4495 | 0 |
| VERALTO CORP | COM SHS | 92338C103 |  | 3606 | 34 | SH |  | SOLE |  | 0 | 34 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 113988 | 383 | SH |  | SOLE |  | 0 | 383 | 0 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 4363 | 25 | SH |  | SOLE |  | 0 | 25 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 12338996 | 34712 | SH |  | SOLE |  | 0 | 34712 | 0 |
| WALMART INC | COM | 931142103 |  | 49514 | 15376 | SH |  | SOLE |  | 0 | 15376 | 0 |
| WATERS CORP | COM | 941848103 |  | 10180030 | 10974 | SH |  | SOLE |  | 0 | 10974 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 6885828 | 45058 | SH |  | SOLE |  | 0 | 45058 | 0 |

---