# EDGAR Filing Document

**Accession Number:** 0001344114
**File Stem:** 0001140361-25-029062
**Filing Date:** 2025-8
**Character Count:** 15300
**Document Hash:** c64c6f3b3727d45a71260c8abd37dfb7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001140361-25-029062.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0001140361-25-029062

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250806

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Waverton Investment Management Ltd
- **CENTRAL INDEX KEY:** 0001344114

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** X0
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11544
- **FILM NUMBER:** 251187802

**BUSINESS ADDRESS:**
- **STREET 1:** 16 BABMAES STREET
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** SW1Y 6AH
- **BUSINESS PHONE:** 00 44 207484 7484

**MAIL ADDRESS:**
- **STREET 1:** 16 BABMAES STREET
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** SW1Y 6AH

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** J O Hambro Investment Management Ltd
- **DATE OF NAME CHANGE:** 20051110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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:** Waverton Investment Management Ltd<br>**Address:** 16 Babmaes Street<br>London, X0 SW1Y 6AH

**Form 13F File Number:** 028-11544

**CRD Number (if applicable):** 000112200

**SEC File Number (if applicable):** 801-60447

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:** Domininc Crabb<br>**Title:** Chief Compliance Officer<br>**Phone:** 044 207 396 3278

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

/s/ Dominic Crabb  London, X0  08-06-2025<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:** 105

**Form 13F Information Table Value Total:** $7262316613

      (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 |
| Abrdn Physical Gold Shares ETF | PHYSCL SWISS GLD | 00326A104 |  | 19714363 | 624960 | SH |  | SOLE |  | 624960 | 0 | 0 |
| Accenture Plc 'A' Ord USD | SHS CLASS A | G1151C101 |  | 343740 | 1151 | SH |  | SOLE |  | 1151 | 0 | 0 |
| Advanced Micro Devices | COM | 007903107 |  | 257146519 | 1812231 | SH |  | SOLE |  | 1812231 | 0 | 0 |
| Air Lease Corp | CL A | 00912X302 |  | 23719227 | 405769 | SH |  | SOLE |  | 405769 | 0 | 0 |
| Alibaba Group Holdings Ltd Sponsored ADR | SPONSORED ADS | 01609W102 |  | 1924342 | 16971 | SH |  | SOLE |  | 16971 | 0 | 0 |
| Alphabet Inc US$0.001 'A' | CAP STK CL A | 02079K305 |  | 384576199 | 2182426 | SH |  | SOLE |  | 2182426 | 0 | 0 |
| Alphabet Inc US$0.001 'C' | CAP STK CL C | 02079K107 |  | 6744595 | 38032 | SH |  | SOLE |  | 38032 | 0 | 0 |
| Amazon.com Inc Com US$0.01 | COM | 023135106 |  | 421411430 | 1920920 | SH |  | SOLE |  | 1920920 | 0 | 0 |
| American Express Co Com US$0.20 | COM | 025816109 |  | 246435396 | 772767 | SH |  | SOLE |  | 772767 | 0 | 0 |
| American International Group Inc Com US$2.50 | COM NEW | 026874784 |  | 49337173 | 576672 | SH |  | SOLE |  | 576672 | 0 | 0 |
| American Water Works Company Inc US$0.01 | COM | 030420103 |  | 38867714 | 279463 | SH |  | SOLE |  | 279463 | 0 | 0 |
| Apple Inc Com | COM | 037833100 |  | 91163359 | 444515 | SH |  | SOLE |  | 444515 | 0 | 0 |
| Avery Dennison | COM | 053611109 |  | 410237 | 2340 | SH |  | SOLE |  | 2340 | 0 | 0 |
| Bank of America Com US$0.01 | COM | 060505104 |  | 308800 | 6532 | SH |  | SOLE |  | 6532 | 0 | 0 |
| Berkshire Hathaway 'B' Com US$0.1667 | CL B NEW | 084670702 |  | 31874371 | 65698 | SH |  | SOLE |  | 65698 | 0 | 0 |
| Boeing Co Com US$5.00 | COM | 097023105 |  | 848293 | 4050 | SH |  | SOLE |  | 4050 | 0 | 0 |
| Broadcom Ltd $1 | PHYSCL SWISS GLD | 11135F101 |  | 601070 | 2180 | SH |  | SOLE |  | 2180 | 0 | 0 |
| Canadian Pac Kans Com Npv | SHS CLASS A | 13646K108 |  | 534222 | 6738 | SH |  | SOLE |  | 6738 | 0 | 0 |
| Capital One Financial Corp Com US$0.01 | COM | 14040H105 |  | 16858960 | 79271 | SH |  | SOLE |  | 79271 | 0 | 0 |
| Caterpillar Inc US$1 | COM | 149123101 |  | 218087 | 562 | SH |  | SOLE |  | 562 | 0 | 0 |
| Cheniere Energy Inc | COM NEW | 16411R208 |  | 35416634 | 145493 | SH |  | SOLE |  | 145493 | 0 | 0 |
| Chevron Corporation Com US$0.75 | COM | 166764100 |  | 1444173 | 10091 | SH |  | SOLE |  | 10091 | 0 | 0 |
| CME Group Inc Com US$0.01 'A' | COM | 12572Q105 |  | 292162294 | 1060307 | SH |  | SOLE |  | 1060307 | 0 | 0 |
| Coca-Cola Com US$0.25 | COM | 191216100 |  | 4722187 | 66773 | SH |  | SOLE |  | 66773 | 0 | 0 |
| Colgate-Palmolive Co Com US$1.00 | COM | 194162103 |  | 414117 | 4557 | SH |  | SOLE |  | 4557 | 0 | 0 |
| Costco Wholesale Corp Com Stock US$0.005 | COM | 22160K105 |  | 13515957 | 13658 | SH |  | SOLE |  | 13658 | 0 | 0 |
| Credicorp Ltd US$5 | COM | G2519Y108 |  | 716304 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 707967 | 7715 | SH |  | SOLE |  | 7715 | 0 | 0 |
| D.R. Horton Inc Com US$0.01 | COM | 23331A109 |  | 38054994 | 295309 | SH |  | SOLE |  | 295309 | 0 | 0 |
| Danaher Corp. US$0.01 | COM | 235851102 |  | 546978 | 2770 | SH |  | SOLE |  | 2770 | 0 | 0 |
| Delta Air Lines Inc Com US$0.0001 | COM NEW | 247361702 |  | 1105988 | 22500 | SH |  | SOLE |  | 22500 | 0 | 0 |
| Dover Corporation US$1 | COM | 260003108 |  | 448718 | 2450 | SH |  | SOLE |  | 2450 | 0 | 0 |
| Estee Lauder Co Inc 'A' Com US$0.01 | CL A | 518439104 |  | 12246502 | 151575 | SH |  | SOLE |  | 151575 | 0 | 0 |
| Exxon Mobil Corporation Com | COM | 30231G102 |  | 1817241 | 16863 | SH |  | SOLE |  | 16863 | 0 | 0 |
| Ferguson Enterprises INC/DE | COMMON STOCK NEW | 31488V107 |  | 244001032 | 1120170 | SH |  | SOLE |  | 1120170 | 0 | 0 |
| First Trust Asia ex-Japan AlphaDEX ETF $ | ASIA EX JAPAN | 33737J109 |  | 6025725 | 169500 | SH |  | SOLE |  | 169500 | 0 | 0 |
| First Trust Global Tactical Commodity Strategy ETF | FST TR GLB FD | 33739H101 |  | 5296192 | 214725 | SH |  | SOLE |  | 214725 | 0 | 0 |
| First Trust United Kingdom AlphaDEX ETF | UNIT KING ALPH | 33737J224 |  | 539786 | 11545 | SH |  | SOLE |  | 11545 | 0 | 0 |
| Franco Nevada Corp Com Npv | COM | 351858105 |  | 871122 | 5308 | SH |  | SOLE |  | 5308 | 0 | 0 |
| GE Aerospace | COM NEW | 369604301 |  | 270590412 | 1051960 | SH |  | SOLE |  | 1051960 | 0 | 0 |
| GE Healthcare Holding LLC COM USD0.01 WI | COMMON STOCK | 36266G107 |  | 78264460 | 1056771 | SH |  | SOLE |  | 1056771 | 0 | 0 |
| GE Vernova LLC | COM | 36828A101 |  | 253093933 | 478452 | SH |  | SOLE |  | 478452 | 0 | 0 |
| Gilead Sciences Com US$0.001 | COM | 375558103 |  | 221620 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| H World Group Ltd | SPONSORED ADS | 44332N106 |  | 7334304 | 216128 | SH |  | SOLE |  | 216128 | 0 | 0 |
| HCA Healthcare Inc | COM | 40412C101 |  | 43385434 | 113306 | SH |  | SOLE |  | 113306 | 0 | 0 |
| HDFC Bank Ltd-Adr | SPONSORED ADS | 40415F101 |  | 1931832 | 25200 | SH |  | SOLE |  | 25200 | 0 | 0 |
| Home Depot Inc Com US$0.05 | COM | 437076102 |  | 661686 | 1805 | SH |  | SOLE |  | 1805 | 0 | 0 |
| Honeywell International Inc Com US$1.00 | COM | 438516106 |  | 396688 | 1703 | SH |  | SOLE |  | 1703 | 0 | 0 |
| IBM Com US$0.20 | COM | 459200101 |  | 283322703 | 961671 | SH |  | SOLE |  | 961671 | 0 | 0 |
| Infosys Ltd ADR Each Rep 1 Ord Shares | SPONSORED ADR | 456788108 |  | 3917537 | 211473 | SH |  | SOLE |  | 211473 | 0 | 0 |
| Interactive Brokers Group Inc | COM CL A | 45841N107 |  | 246089275 | 4441243 | SH |  | SOLE |  | 4441243 | 0 | 0 |
| Intercontinental Exchange Inc Com US$0.01 | COM | 45866F104 |  | 966047 | 5267 | SH |  | SOLE |  | 5267 | 0 | 0 |
| Intuit Inc Com US$0.01 | COM | 461202103 |  | 232556034 | 295313 | SH |  | SOLE |  | 295313 | 0 | 0 |
| Invesco QQQ Trust Unit Series 1 | UNIT SER 1 | 46090E103 |  | 784425 | 1422 | SH |  | SOLE |  | 1422 | 0 | 0 |
| iShares Russell 1000 Growth | RUS 1000 GRW ETF | 464287614 |  | 452437 | 1066 | SH |  | SOLE |  | 1066 | 0 | 0 |
| iShares Trust S 500 Index Fund | CORE S ETF | 464287200 |  | 509068 | 820 | SH |  | SOLE |  | 820 | 0 | 0 |
| JP Morgan Chase Com US$1 (US quote) | COM | 46625H100 |  | 140086020 | 483447 | SH |  | SOLE |  | 483447 | 0 | 0 |
| Lennar Corp | CL A | 526057104 |  | 1051223 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| Linde Plc Com EUR0.001 | SHS | G54950103 |  | 24453818 | 52127 | SH |  | SOLE |  | 52127 | 0 | 0 |
| Lockheed Martin Corp Com US$1.00 | COM | 539830109 |  | 993189 | 2145 | SH |  | SOLE |  | 2145 | 0 | 0 |
| Marsh  McLennan Cos Inc Com US$1.00 | COM | 571748102 |  | 282571637 | 1292140 | SH |  | SOLE |  | 1292140 | 0 | 0 |
| Mastercard Inc US$0.0001 Class 'A' | CL A | 57636Q104 |  | 2341540 | 4169 | SH |  | SOLE |  | 4169 | 0 | 0 |
| McDonald's Corporation Com US$0.01 | COM | 580135101 |  | 204801 | 701 | SH |  | SOLE |  | 701 | 0 | 0 |
| Mercadolibre Inc Com US$0.001 | COM | 58733R102 |  | 55763375 | 21349 | SH |  | SOLE |  | 21349 | 0 | 0 |
| Merck  Co Inc Com US$0.50 | COM | 58933Y105 |  | 782428 | 9891 | SH |  | SOLE |  | 9891 | 0 | 0 |
| Microsoft Corporation Com US$0.00000625 | COM | 594918104 |  | 552812230 | 1111862 | SH |  | SOLE |  | 1111862 | 0 | 0 |
| Netflix Inc US$0.001 | COM | 64110L106 |  | 420397 | 314 | SH |  | SOLE |  | 314 | 0 | 0 |
| Newmont Mining Corp Com US$1.60 | COM | 651639106 |  | 39682840 | 681192 | SH |  | SOLE |  | 681192 | 0 | 0 |
| Nvidia Corporation US$0.001 | COM | 67066G104 |  | 3033472 | 19215 | SH |  | SOLE |  | 19215 | 0 | 0 |
| Occidental Petroleum Corp Com US$0.20 USA (Regd) | COM | 674599105 |  | 315038 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| O'Reilly Automotive Inc New $0.01 | COM | 67103H107 |  | 43065371 | 477920 | SH |  | SOLE |  | 477920 | 0 | 0 |
| Pepsico Inc Cap Stock US$0.0166 | COM | 713448108 |  | 28356330 | 214780 | SH |  | SOLE |  | 214780 | 0 | 0 |
| Procter  Gamble Co Com | COM | 742718109 |  | 944460 | 5929 | SH |  | SOLE |  | 5929 | 0 | 0 |
| Prologis Inc. | COM | 74340W103 |  | 45116172 | 429412 | SH |  | SOLE |  | 429412 | 0 | 0 |
| Qualcomm Inc Com US$0.0001 | COM | 747525103 |  | 126522255 | 794613 | SH |  | SOLE |  | 794613 | 0 | 0 |
| Quanta Services Inc | COM | 74762E102 |  | 22931435 | 60674 | SH |  | SOLE |  | 60674 | 0 | 0 |
| Raytheon Technology Com US$1 | COM | 75513E101 |  | 286861 | 1965 | SH |  | SOLE |  | 1965 | 0 | 0 |
| RenaissanceRe Holdings Ltd | COM | G7496G103 |  | 11005873 | 45287 | SH |  | SOLE |  | 45287 | 0 | 0 |
| S Global Inc | COM | 78409V104 |  | 534013 | 1013 | SH |  | SOLE |  | 1013 | 0 | 0 |
| Salesforce Inc Com USD0.001 | COM | 79466L302 |  | 837746 | 3073 | SH |  | SOLE |  | 3073 | 0 | 0 |
| Schlumberger Com US$0.01 | COM STK | 806857108 |  | 83108252 | 2460644 | SH |  | SOLE |  | 2460644 | 0 | 0 |
| SPDR Gold Trust Shares | GOLD SHS | 78463V107 |  | 22012262 | 72227 | SH |  | SOLE |  | 72227 | 0 | 0 |
| Stryker Corp Com US$0.10 | COM | 863667101 |  | 537410 | 1359 | SH |  | SOLE |  | 1359 | 0 | 0 |
| Synopsys Inc US$0.01 | COM | 871607107 |  | 296629799 | 578299 | SH |  | SOLE |  | 578299 | 0 | 0 |
| Taiwan Semiconductor Manufacturing ADS Rep 5 Ord TW$10 | SPONSORED ADS | 874039100 |  | 259126471 | 1144501 | SH |  | SOLE |  | 1144501 | 0 | 0 |
| TE Connectivity PLC | ORD SHS | G87052109 |  | 185936212 | 1102661 | SH |  | SOLE |  | 1102661 | 0 | 0 |
| Texas Pacific Land Corporation (TPL) $0.01 | COM | 88262P102 |  | 7742759 | 7322 | SH |  | SOLE |  | 7322 | 0 | 0 |
| Thermo Fisher Scientific COM US$1 | COM | 883556102 |  | 269521177 | 665000 | SH |  | SOLE |  | 665000 | 0 | 0 |
| TJX Cos Inc Com US$1 | COM | 872540109 |  | 299724 | 2428 | SH |  | SOLE |  | 2428 | 0 | 0 |
| T-Mobile US Inc | COM | 872590104 |  | 42749421 | 179382 | SH |  | SOLE |  | 179382 | 0 | 0 |
| Union Pacific Corporation Com US$2.50 | COM | 907818108 |  | 920370 | 4001 | SH |  | SOLE |  | 4001 | 0 | 0 |
| United Rentals Inc Com US$0.01 | COM | 911363109 |  | 175185152 | 232469 | SH |  | SOLE |  | 232469 | 0 | 0 |
| UnitedHealth Group Com US$0.01 | COM | 91324P102 |  | 179745135 | 576448 | SH |  | SOLE |  | 576448 | 0 | 0 |
| Valaris Ltd | CL A | G9460G101 |  | 40405138 | 959856 | SH |  | SOLE |  | 959856 | 0 | 0 |
| Vanguard Dividend Appreciation ETF | DIV APP ETF | 921908844 |  | 237581 | 1161 | SH |  | SOLE |  | 1161 | 0 | 0 |
| Verizon Communications Com US$0.10 | COM | 92343V104 |  | 866917 | 20042 | SH |  | SOLE |  | 20042 | 0 | 0 |
| Visa Inc Com Stock US$0.0001 | COM CL A | 92826C839 |  | 328341161 | 925413 | SH |  | SOLE |  | 925413 | 0 | 0 |
| Vulcan Materials Com $1 | COM | 929160109 |  | 57402693 | 220153 | SH |  | SOLE |  | 220153 | 0 | 0 |
| W R Berkley Corp Com US$0.20 | COM | 084423102 |  | 1226699 | 16700 | SH |  | SOLE |  | 16700 | 0 | 0 |
| Waste Management Com US$0.01 | COM | 94106L109 |  | 931984 | 4073 | SH |  | SOLE |  | 4073 | 0 | 0 |
| Wisdom Tree EM Small Cap Dividend ETF | US S CAP QTY DIV | 97717X651 |  | 1038958 | 18820 | SH |  | SOLE |  | 18820 | 0 | 0 |
| Wisdom Tree Japan Hedged ETF | JAPN HEDGE EQT | 97717W851 |  | 682837 | 5978 | SH |  | SOLE |  | 5978 | 0 | 0 |
| WisdomTree Total Dividend ETF US$0.001 | US TOTAL DIVIDND | 97717W109 |  | 212132 | 2670 | SH |  | SOLE |  | 2670 | 0 | 0 |
| Yum China Holdings Inc. US$0.01 | COM | 98850P109 |  | 192784859 | 4312378 | SH |  | SOLE |  | 4312378 | 0 | 0 |
| Zoetis Inc Com US$0.01 'A' | CL A | 98978V103 |  | 52989083 | 339946 | SH |  | SOLE |  | 339946 | 0 | 0 |

---