Evelyn Partners Investment Management (Europe) Ltd
Sector Allocation
- Other39.2%$113.9M
- Financials23.2%$67.3M
- Technology13.6%$39.6M
- Materials9.6%$27.9M
- Healthcare4.8%$13.8M
- Consumer Discretionary3.7%$10.8M
- Energy2.4%$7.1M
- Consumer Staples1.9%$5.4M
- Communication Services1.0%$2.9M
- Industrials0.5%$1.5M
AUM History
13fpro.ai/research/fund/evelyn-partners-investment-management-europe-ltd-2065055
Conviction and streaks
Stable · top 10 = 53.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q1 2026
GLD
$23.7MCRH
$23.2M- ISHARES$18.9M
- FIRST$16.1M
SPY
$14.2MBRK.B
$13.5M- VANGUARD$12.1M
GOOGL
$11.4MMSFT
$10.8M- SPDR$10.5M
AAPL
$7.0MTTE
$6.2M- ISHARES$6.2M
MA
$5.8MAMZN
$5.3MNVDA
$4.5M- FIRST$4.5M
JNJ
$4.4MAZN
$4.3M- FIRST$4.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evelyn-partners-investment-management-europe-ltd-2065055
Evelyn Partners Investment Management (Europe) Ltd 13F holdings — Q1 2026
$290.6M portfolio (-5.7% QoQ) · 187 holdings · Q1 2026 13F · top 10 are 53% of the stock portfolio
$23.7M
8.2% of stocks
-0.4%This quarter-11.9%Since filed3 qtrsHeld$23.2M
8.0% of stocks
-3%This quarter-17.2%Since filed3 qtrsHeld- 3
ISHARES INC
$18.9M
6.5% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIRST TR EXCHANGE-TRADED FD
$16.1M
5.5% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $14.2M
4.9% of stocks
-2%This quarter+3.5%Since filed3 qtrsHeld$13.5M
4.7% of stocks
-0.6%This quarter—Since filed4+ qtrsHeld- 7
VANGUARD WORLD FD
$12.1M
4.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $11.4M
3.9% of stocks
-2%This quarter-20.1%Since filed4+ qtrsHeld$10.8M
3.7% of stocks
-2%This quarter+26.2%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 10
SPDR SERIES TRUST
$10.5M
3.6% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $23.7M | 8.2% | -0.4% | -11.9% | 3 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $23.2M | 8.0% | -3% | -17.2% | 3 qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES INC | $18.9M | 6.5% | +0.8% | — | — | — | — | |
| 4 | FIRST TR EXCHANGE-TRADED FD | $16.1M | 5.5% | -3% | — | — | — | — | |
| 5 | $14.2M | 4.9% | -2% | +3.5% | 3 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $13.5M | 4.7% | -0.6% | — | 4+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD WORLD FD | $12.1M | 4.2% | -1% | — | — | — | — | |
| 8 | $11.4M | 3.9% | -2% | -20.1% | 4+ qtrsTrimmed 2 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $10.8M | 3.7% | -2% | +26.2% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SPDR SERIES TRUST | $10.5M | 3.6% | -3% | — | — | — | — |
All holdings — Evelyn Partners Investment Management (Europe) Ltd (Q1 2026)
187 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $7.0M | 2.4% | 28K | -0.6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TotalEnergies SE | Energy | $6.2M | 2.1% | 67K | -0.5% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES TRetf/fund | — | $6.2M | 2.1% | 57K | -2% | — | — | 13F |
| 14 | Mastercard Inc | Financials | $5.8M | 2.0% | 12K | -6% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $5.3M | 1.8% | 25K | +0.0% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NVIDIA CORP | Technology | $4.5M | 1.6% | 26K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | FIRST TR EXCHANGE-TRADED FD | — | $4.5M | 1.5% | 41K | -4% | — | — | 13F |
| 18 | JOHNSON & JOHNSON | Healthcare | $4.4M | 1.5% | 18K | -1% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ASTRAZENECA PLC | Healthcare | $4.3M | 1.5% | 22K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | FIRST TR EXCHANGE-TRADED FD | — | $4.2M | 1.4% | 88K | -7% | — | — | 13F |
| 21 | JPMORGAN CHASE & CO | Financials | $4.1M | 1.4% | 14K | -1% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FIRST TR EXCHANGE-TRADED FD | — | $3.8M | 1.3% | 16K | -4% | — | — | 13F |
| 23 | — | ISHARES TRetf/fund | — | $3.7M | 1.3% | 11K | -0.4% | — | — | 13F |
| 24 | GOLDMAN SACHS GROUP INC | Financials | $3.5M | 1.2% | 4,167 | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MCDONALDS CORP | Consumer Discretionary | $3.4M | 1.2% | 11K | -4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR | — | $3.3M | 1.1% | 30K | -4% | |||
| 27 | $BX | Blackstone Inc. | Financials | $3.2M | 1.1% | 28K | -2% | |||
| 28 | $SW | Smurfit Westrock plc | Materials | $3.0M | 1.0% | 76K | -4% | |||
| 29 | $V | VISA INC. | Financials | $2.9M | 1.0% | 9,759 | -2% | |||
| 30 | — | FIRST TR EXCHANGE-TRADED FD | — | $2.6M | 0.9% | 41K | -4% | |||
| 31 | $NFLX | NETFLIX INC | Communication Services | $2.5M | 0.9% | 26K | -4% | |||
| 32 | — | FIRST TR EXCHANGE-TRADED FD | — | $2.4M | 0.8% | 24K | -10% | |||
| 33 | — | VANGUARD INDEX FDS | — | $2.1M | 0.7% | 3,469 | +0.2% | |||
| 34 | $IVZ | Invesco Ltd. | Financials | $1.8M | 0.6% | 9,614 | +7% | |||
| 35 | $WT | WisdomTree, Inc. | Financials | $1.8M | 0.6% | 11K | -2% | |||
| 36 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.8M | 0.6% | 3,138 | -2% | |||
| 37 | — | FIRST TR EXCHANGE-TRADED FD | — | $1.6M | 0.6% | 35K | +0.5% | |||
| 38 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.6M | 0.6% | 33K | -5% | |||
| 39 | $GOOG | Alphabet Inc. | Technology | $1.6M | 0.6% | 5,595 | -0.6% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.6M | 0.6% | 1,600 | -17% | |||
| 41 | $NDAQ | NASDAQ, INC. | Financials | $1.6M | 0.5% | 19K | +0.2% | |||
| 42 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.4M | 0.5% | 343 | -10% | |||
| 43 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.3M | 0.5% | 2,662 | -3% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.4% | 2,040 | -1% | |||
| 45 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $902K | 0.3% | 2,668 | — | |||
| 46 | $CB | Chubb Ltd | Financials | $889K | 0.3% | 2,727 | — | |||
| 47 | $SYK | STRYKER CORP | Healthcare | $885K | 0.3% | 2,693 | -8% | |||
| 48 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $786K | 0.3% | 11K | -27% | |||
| 49 | — | ISHARES TR | — | $769K | 0.3% | 14K | -2% | |||
| 50 | — | FIRST TR EXCHANGE-TRADED FD | — | $766K | 0.3% | 3,547 | -5% | |||
| 51 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $646K | 0.2% | 7,581 | -6% | |||
| 52 | $LIN | LINDE PLC | Materials | $636K | 0.2% | 1,283 | — | |||
| 53 | — | FIRST TR EXCHANGE-TRADED FD | — | $628K | 0.2% | 14K | — | |||
| 54 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $626K | 0.2% | 2,769 | — | |||
| 55 | $COIN | Coinbase Global, Inc. | Financials | $623K | 0.2% | 3,566 | -3% | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $620K | 0.2% | 4,295 | -8% | |||
| 57 | $KO | COCA COLA CO | Consumer Staples | $598K | 0.2% | 7,863 | — | |||
| 58 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $578K | 0.2% | 3,405 | — | |||
| 59 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $571K | 0.2% | 1,655 | — | |||
| 60 | $WMT | Walmart Inc. | Consumer Staples | $557K | 0.2% | 4,481 | — | |||
| 61 | $PEP | PEPSICO INC | Consumer Staples | $544K | 0.2% | 3,501 | — | |||
| 62 | $DHR | DANAHER CORP /DE/ | Healthcare | $540K | 0.2% | 2,846 | — | |||
| 63 | — | ISHARES INC | — | $530K | 0.2% | 13K | +5% | |||
| 64 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $512K | 0.2% | 1,841 | -17% | |||
| 65 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $481K | 0.2% | 1,044 | +3% | |||
| 66 | $PANW | Palo Alto Networks Inc | Technology | $453K | 0.2% | 2,828 | -17% | |||
| 67 | $SPGI | S&P Global Inc. | Financials | $437K | 0.1% | 1,027 | — | |||
| 68 | $MKL | MARKEL GROUP INC. | Financials | $417K | 0.1% | 218 | — | |||
| 69 | — | SELECT SECTOR SPDR TR | — | $406K | 0.1% | 6,624 | — | |||
| 70 | $CRM | Salesforce, Inc. | Technology | $360K | 0.1% | 1,930 | -61% | |||
| 71 | $ABBV | AbbVie Inc. | Healthcare | $356K | 0.1% | 1,635 | — | |||
| 72 | — | SELECT SECTOR SPDR TR | — | $340K | 0.1% | 6,890 | — | |||
| 73 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $333K | 0.1% | 4,230 | — | |||
| 74 | — | VANGUARD INTL EQUITY INDEX F | — | $316K | 0.1% | 3,833 | +19% | |||
| 75 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $314K | 0.1% | 1,161 | -66% | |||
| 76 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $310K | 0.1% | 5,370 | — | |||
| 77 | $DIS | Walt Disney Co | Communication Services | $285K | 0.1% | 2,955 | — | |||
| 78 | $ZTS | Zoetis Inc. | Healthcare | $271K | 0.1% | 2,290 | — | |||
| 79 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $249K | 0.1% | 760 | -24% | |||
| 80 | $NEM | NEWMONT Corp /DE/ | Materials | $244K | 0.1% | 2,255 | — | |||
| 81 | $C | CITIGROUP INC | Financials | $240K | 0.1% | 2,115 | -17% | |||
| 82 | — | SPDR SERIES TRUST | — | $230K | 0.1% | 4,250 | — | |||
| 83 | $PSLV | Sprott Physical Silver Trust | Financials | $222K | 0.1% | 9,100 | — | |||
| 84 | — | ISHARES TR | — | $218K | 0.1% | 2,105 | +31% | |||
| 85 | — | VANGUARD INDEX FDS | — | $210K | 0.1% | 800 | — | |||
| 86 | $CVX | CHEVRON CORP | Energy | $199K | 0.1% | 960 | — | |||
| 87 | — | ISHARES TR | — | $192K | 0.1% | 1,620 | — | |||
| 88 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $183K | 0.1% | 1,058 | — | |||
| 89 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $165K | 0.1% | 707 | — | |||
| 90 | $RGLD | ROYAL GOLD INC | Financials | $156K | 0.1% | 612 | — | |||
| 91 | $AEM | AGNICO EAGLE MINES LTD | Materials | $152K | 0.1% | 750 | — | |||
| 92 | $KMB | KIMBERLY CLARK CORP | Materials | $150K | 0.1% | 1,560 | — | |||
| 93 | $MSTR | Strategy Inc | Financials | $150K | 0.1% | 1,200 | — | |||
| 94 | $AGI | ALAMOS GOLD INC | Materials | $147K | 0.1% | 3,300 | — | |||
| 95 | $UL | UNILEVER PLC | Consumer Staples | $142K | 0.1% | 2,488 | — | |||
| 96 | $CAT | CATERPILLAR INC | Industrials | $142K | 0.1% | 200 | — | |||
| 97 | $NEE | NEXTERA ENERGY INC | Utilities | $136K | 0.1% | 1,464 | — | |||
| 98 | $PM | Philip Morris International Inc. | Consumer Staples | $136K | 0.1% | 820 | — | |||
| 99 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $135K | 0.1% | 1,696 | — | |||
| 100 | $BLK | BlackRock, Inc. | Financials | $130K | 0.0% | 135 | — | |||
| 101 | — | ISHARES TR | — | $124K | 0.0% | 3,460 | — | |||
| 102 | $FDX | FEDEX CORP | Industrials | $120K | 0.0% | 338 | — | |||
| 103 | — | VANGUARD ADMIRAL FDS INC | — | $119K | 0.0% | 1,039 | — | |||
| 104 | — | ISHARES TR | — | $116K | 0.0% | 178 | — | |||
| 105 | $PHYS | Sprott Physical Gold Trust | Financials | $115K | 0.0% | 3,250 | — | |||
| 106 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $114K | 0.0% | 470 | — | |||
| 107 | — | ISHARES INC | — | $114K | 0.0% | 1,345 | — | |||
| 108 | — | ISHARES TR | — | $112K | 0.0% | 900 | — | |||
| 109 | $AER | AerCap Holdings N.V. | Industrials | $109K | 0.0% | 795 | — | |||
| 110 | $AG | FIRST MAJESTIC SILVER CORP | Materials | $101K | 0.0% | 4,700 | — | |||
| 111 | — | EVERPURE INC | — | $97K | 0.0% | 1,650 | — | |||
| 112 | $MICC | Magnum Ice Cream Co N.V. | Consumer Staples | $93K | 0.0% | 6,366 | -11% | |||
| 113 | — | VANGUARD INDEX FDS | — | $93K | 0.0% | 310 | — | |||
| 114 | — | ISHARES TR | — | $92K | 0.0% | 1,604 | — | |||
| 115 | $BDX | BECTON DICKINSON & CO | Healthcare | $88K | 0.0% | 561 | -33% | |||
| 116 | $FLUT | Flutter Entertainment plc | Technology | $87K | 0.0% | 855 | -21% | |||
| 117 | $FCX | FREEPORT-MCMORAN INC | Materials | $79K | 0.0% | 1,340 | New | |||
| 118 | — | VANGUARD INTL EQUITY INDEX F | — | $77K | 0.0% | 792 | — | |||
| 119 | $ABT | ABBOTT LABORATORIES | Healthcare | $69K | 0.0% | 675 | — | |||
| 120 | $APD | Air Products & Chemicals, Inc. | Materials | $64K | 0.0% | 220 | — | |||
| 121 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $62K | 0.0% | 2,352 | — | |||
| 122 | — | VANGUARD WORLD FD | — | $60K | 0.0% | 830 | +123% | |||
| 123 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $58K | 0.0% | 210 | — | |||
| 124 | $CME | CME GROUP INC. | Financials | $58K | 0.0% | 195 | — | |||
| 125 | $RBLX | Roblox Corp | Technology | $57K | 0.0% | 1,000 | — | |||
| 126 | — | ISHARES TR | — | $57K | 0.0% | 428 | +613% | |||
| 127 | — | VANGUARD INTL EQUITY INDEX F | — | $55K | 0.0% | 1,011 | — | |||
| 128 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $52K | 0.0% | 580 | — | |||
| 129 | $AU | AngloGold Ashanti PLC | Materials | $49K | 0.0% | 500 | — | |||
| 130 | $ACN | Accenture plc | Technology | $49K | 0.0% | 245 | — | |||
| 131 | $DVN | DEVON ENERGY CORP/DE | Energy | $45K | 0.0% | 901 | — | |||
| 132 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $45K | 0.0% | 678 | — | |||
| 133 | — | VANGUARD SCOTTSDALE FDS | — | $43K | 0.0% | 743 | — | |||
| 134 | $RACE | Ferrari N.V. | Consumer Discretionary | $43K | 0.0% | 126 | — | |||
| 135 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $43K | 0.0% | 450 | — | |||
| 136 | $RY | ROYAL BANK OF CANADA | Financials | $40K | 0.0% | 250 | — | |||
| 137 | $IBKR | Interactive Brokers Group, Inc. | Financials | $40K | 0.0% | 598 | — | |||
| 138 | — | ISHARES TR | — | $39K | 0.0% | 400 | — | |||
| 139 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $38K | 0.0% | 765 | — | |||
| 140 | $LVS | LAS VEGAS SANDS CORP | Consumer Discretionary | $37K | 0.0% | 690 | — | |||
| 141 | $SUNB | Sunbelt Rentals Holdings, Inc. | Industrials | $36K | 0.0% | 560 | New | |||
| 142 | — | ISHARES INC | — | $36K | 0.0% | 515 | — | |||
| 143 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $35K | 0.0% | 393 | — | |||
| 144 | $LOGI | LOGITECH INTERNATIONAL S.A. | Technology | $32K | 0.0% | 350 | — | |||
| 145 | $ALC | ALCON INC | Healthcare | $30K | 0.0% | 400 | — | |||
| 146 | $NIO | NIO Inc. | Consumer Discretionary | $30K | 0.0% | 5,000 | — | |||
| 147 | $APH | AMPHENOL CORP /DE/ | Technology | $30K | 0.0% | 234 | — | |||
| 148 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $29K | 0.0% | 81 | — | |||
| 149 | — | ISHARES TR | — | $29K | 0.0% | 255 | -11% | |||
| 150 | $NG | NOVAGOLD RESOURCES INC | Materials | $29K | 0.0% | 3,200 | — |
What changed in Q1 2026
Against the previous quarter's 13F: 5 new, 13 added to, 55 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (13)
- ISHARES INC+0.8%
now $18.9M
$IVZInvesco Ltd.+7%
now $1.8M · held 3 qtrs, 3 adds in a row
$GSGOLDMAN SACHS GROUP INC+2%
now $3.5M · held 4+ qtrs
- VANGUARD INTL EQUITY INDEX F+19%
now $316K
$ISRGINTUITIVE SURGICAL INC+3%
now $481K · held 4+ qtrs, 3 adds in a row
- VANGUARD INDEX FDS+0.2%
now $2.1M
+7 more in the Excel export
Trimmed (55)
now $23.2M · held 3 qtrs, 2 trims in a row
$UNHUNITEDHEALTH GROUP INC-66%
now $314K · held 4+ qtrs
$CRMSalesforce, Inc.-61%
now $360K · held 4+ qtrs
- FIRST TR EXCHANGE-TRADED FD-3%
now $16.1M
now $5.8M · held 4+ qtrs, 2 trims in a row
$COSTCOSTCO WHOLESALE CORP /NEW-17%
now $1.6M · held 4+ qtrs
+49 more in the Excel export
Holdings by quarter
Every 13F Evelyn Partners Investment Management (Europe) Ltd has filed, 5 earlier quarters. Pick one to see what it held then.
Is it too late to follow Evelyn Partners Investment Management (Europe) Ltd?
Q1 2026 13F filed with the SEC on May 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Evelyn Partners Investment Management (Europe) Ltd's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-3.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
57%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Evelyn Partners Investment Management (Europe) Ltd disclosed 187 positions worth $290.6M in its Form 13F-HR for Q1 2026, led by $GLD (SPDR GOLD TRUST) at 8.2% of the equity portfolio, followed by $CRH. During the quarter the fund opened 5 new positions and exited 3 — including a new stake in $AZN and a full exit from $ROP. The portfolio is most concentrated in Other (39.2% of disclosed assets). All figures are sourced directly from Evelyn Partners Investment Management (Europe) Ltd’s Form 13F-HR filing with the SEC under CIK 2065055.
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AI-Powered Hedge Fund Analysis: Evelyn Partners Investment Management (Europe) Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Evelyn Partners Investment Management (Europe) Ltd (SEC CIK: 2065055), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Evelyn Partners Investment Management (Europe) Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.