Evelyn Partners Investment Management (Europe) Ltd
13F Reported Value
ⓘ$290.6M
Holdings
187
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
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.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$23.7M55,050 sh - —
Quality
$23.2M220,519 sh ISHARES INC
—Quality
$18.9M104,945 shFIRST TR EXCHANGE-TRADED FD
—Quality
$16.1M173,872 sh- —
Quality
$14.2M21,762 sh - 73.8
Quality
$13.5M28,188 sh VANGUARD WORLD FD
—Quality
$12.1M17,372 sh- 78.2
Quality
$11.4M39,616 sh - 79.8
Quality
$10.8M29,057 sh SPDR SERIES TRUST
—Quality
$10.5M71,922 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR GOLD TRUST$GLD | — | $23.7M | 55,050 |
 CRH PUBLIC LTD CO$CRH | — | $23.2M | 220,519 |
| ISHARES INC | — | $18.9M | 104,945 |
| FIRST TR EXCHANGE-TRADED FD | — | $16.1M | 173,872 |
 SPDR S&P 500 ETF TRUST$SPY | — | $14.2M | 21,762 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $13.5M | 28,188 |
| VANGUARD WORLD FD | — | $12.1M | 17,372 |
 Alphabet Inc.$GOOG | 78.2 | $11.4M | 39,616 |
 MICROSOFT CORP$MSFT | 79.8 | $10.8M | 29,057 |
| SPDR SERIES TRUST | — | $10.5M | 71,922 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evelyn Partners Investment Management (Europe) Ltd's 187 positions.
Showing top 10 of 187 holdings.
Sector Allocation
Other
$113.9M
Financials
$67.3M
Technology
$41.3M
Materials
$28.0M
Consumer Discretionary
$12.8M
Healthcare
$12.0M
Energy
$7.1M
Consumer Staples
$3.1M
Top Holdings — Evelyn Partners Investment Management (Europe) Ltd (Q1 2026)
Top 150 of 187 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GLD | SPDR GOLD TRUST | $23.7M | 8.2% | -0% | — |
| 2 | $CRH | CRH PUBLIC LTD CO | $23.2M | 8.0% | -3% | — |
| 3 | — | ISHARES INC | $18.9M | 6.5% | +1% | — |
| 4 | — | FIRST TR EXCHANGE-TRADED FD | $16.1M | 5.5% | -3% | — |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $14.2M | 4.9% | -2% | — |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $13.5M | 4.7% | -1% | 73.8 |
| 7 | — | VANGUARD WORLD FD | $12.1M | 4.2% | -1% | — |
| 8 | $GOOG | Alphabet Inc. | $11.4M | 3.9% | -2% | 78.2 |
| 9 | $MSFT | MICROSOFT CORP | $10.8M | 3.7% | -2% | 79.8 |
| 10 | — | SPDR SERIES TRUST | $10.5M | 3.6% | -3% | — |
| 11 |  $AAPL | Apple Inc. | $7.0M | 2.4% | -1% | 76.4 |
| 12 |  $TTE | TotalEnergies SE | $6.2M | 2.1% | -1% | 50.6 |
| 13 | — | ISHARES TR | $6.2M | 2.1% | -2% | — |
| 14 |  $MA | Mastercard Inc | $5.8M | 2.0% | -6% | 85.1 |
| 15 |  $AMZN | AMAZON COM INC | $5.3M | 1.8% | +0% | 68.7 |
| 16 |  $NVDA | NVIDIA CORP | $4.5M | 1.6% | -2% | 85.9 |
| 17 | — | FIRST TR EXCHANGE-TRADED FD | $4.5M | 1.5% | -4% | — |
| 18 |  $JNJ | JOHNSON & JOHNSON | $4.4M | 1.5% | -1% | 69 |
| 19 |  $AZN | ASTRAZENECA PLC | $4.3M | 1.5% | NEW | — |
| 20 | — | FIRST TR EXCHANGE-TRADED FD | $4.2M | 1.4% | -7% | — |
| 21 |  $JPM | JPMORGAN CHASE & CO | $4.1M | 1.4% | -1% | 70.7 |
| 22 | — | FIRST TR EXCHANGE-TRADED FD | $3.8M | 1.3% | -4% | — |
| 23 | — | ISHARES TR | $3.7M | 1.3% | -0% | — |
| 24 |  $GS | GOLDMAN SACHS GROUP INC | $3.5M | 1.2% | +2% | 73.5 |
| 25 |  $MCD | MCDONALDS CORP | $3.4M | 1.2% | -4% | 69 |
| 26 | — | ISHARES TR | $3.3M | 1.1% | -4% | — |
| 27 |  $BX | Blackstone Inc. | $3.2M | 1.1% | -2% | 74.4 |
| 28 |  $SW | Smurfit Westrock plc | $3.0M | 1.0% | -4% | — |
| 29 |  $V | VISA INC. | $2.9M | 1.0% | -2% | 82.9 |
| 30 | — | FIRST TR EXCHANGE-TRADED FD | $2.6M | 0.9% | -4% | — |
| 31 |  $NFLX | NETFLIX INC | $2.5M | 0.9% | -4% | 78.8 |
| 32 | — | FIRST TR EXCHANGE-TRADED FD | $2.4M | 0.8% | -10% | — |
| 33 | — | VANGUARD INDEX FDS | $2.1M | 0.7% | +0% | — |
| 34 |  $IVZ | Invesco Ltd. | $1.8M | 0.6% | +7% | — |
| 35 |  $WT | WisdomTree, Inc. | $1.8M | 0.6% | -2% | 59.9 |
| 36 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.8M | 0.6% | -2% | — |
| 37 | — | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.6% | +0% | — |
| 38 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.6M | 0.6% | -5% | 67.6 |
| 39 |  $GOOGL | Alphabet Inc. | $1.6M | 0.6% | -1% | 78.2 |
| 40 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.6M | 0.6% | -17% | 66.2 |
| 41 |  $NDAQ | NASDAQ, INC. | $1.6M | 0.5% | +0% | 76.7 |
| 42 |  $BKNG | Booking Holdings Inc. | $1.4M | 0.5% | -10% | 58.5 |
| 43 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.3M | 0.5% | -3% | 65.1 |
| 44 |  $META | Meta Platforms, Inc. | $1.2M | 0.4% | -1% | 79.6 |
| 45 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $901,651 | 0.3% | +0% | — |
| 46 |  $CB | Chubb Ltd | $888,811 | 0.3% | +0% | — |
| 47 |  $SYK | STRYKER CORP | $884,893 | 0.3% | -8% | 72.1 |
| 48 |  $GEHC | GE HealthCare Technologies Inc. | $785,756 | 0.3% | -27% | 55.7 |
| 49 | — | ISHARES TR | $769,050 | 0.3% | -2% | — |
| 50 | — | FIRST TR EXCHANGE-TRADED FD | $766,081 | 0.3% | -5% | — |
| 51 |  $CL | COLGATE PALMOLIVE CO | $646,129 | 0.2% | -6% | 61.3 |
| 52 |  $LIN | LINDE PLC | $636,060 | 0.2% | +0% | — |
| 53 | — | FIRST TR EXCHANGE-TRADED FD | $628,311 | 0.2% | +0% | — |
| 54 |  $HON | HONEYWELL INTERNATIONAL INC | $625,877 | 0.2% | +0% | 65 |
| 55 |  $COIN | Coinbase Global, Inc. | $622,659 | 0.2% | -3% | 44.8 |
| 56 |  $PG | PROCTER & GAMBLE Co | $620,370 | 0.2% | -8% | 64.6 |
| 57 |  $KO | COCA COLA CO | $597,981 | 0.2% | +0% | 69.5 |
| 58 |  $XOM.R34088 | EXXON MOBIL CORP | $577,692 | 0.2% | +0% | 57.9 |
| 59 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $571,223 | 0.2% | +0% | 64.4 |
| 60 |  $WMT | Walmart Inc. | $556,899 | 0.2% | +0% | 60.2 |
| 61 |  $PEP | PEPSICO INC | $543,670 | 0.2% | +0% | 63.4 |
| 62 |  $DHR | DANAHER CORP /DE/ | $539,602 | 0.2% | +0% | 64.8 |
| 63 | — | ISHARES INC | $529,753 | 0.2% | +5% | — |
| 64 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $511,559 | 0.2% | -17% | 72.6 |
| 65 |  $ISRG | INTUITIVE SURGICAL INC | $481,274 | 0.2% | +3% | 79.9 |
| 66 |  $PANW | Palo Alto Networks Inc | $453,385 | 0.2% | -17% | 65.5 |
| 67 |  $SPGI | S&P Global Inc. | $436,824 | 0.1% | +0% | 76.1 |
| 68 |  $MKL | MARKEL GROUP INC. | $417,267 | 0.1% | +0% | 60.2 |
| 69 | — | SELECT SECTOR SPDR TR | $405,786 | 0.1% | +0% | — |
| 70 |  $CRM | Salesforce, Inc. | $360,273 | 0.1% | -61% | 77 |
| 71 |  $ABBV | AbbVie Inc. | $355,596 | 0.1% | +0% | 72.6 |
| 72 | — | SELECT SECTOR SPDR TR | $340,159 | 0.1% | +0% | — |
| 73 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $332,754 | 0.1% | +0% | 69.7 |
| 74 | — | VANGUARD INTL EQUITY INDEX F | $315,954 | 0.1% | +19% | — |
| 75 |  $UNH | UNITEDHEALTH GROUP INC | $314,155 | 0.1% | -66% | 62.7 |
| 76 |  $MDLZ | Mondelez International, Inc. | $309,527 | 0.1% | +0% | 56.4 |
| 77 |  $DIS | Walt Disney Co | $284,803 | 0.1% | +0% | 60.1 |
| 78 |  $ZTS | Zoetis Inc. | $270,701 | 0.1% | +0% | 68.6 |
| 79 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $248,573 | 0.1% | -24% | 61.7 |
| 80 |  $NEM | NEWMONT Corp /DE/ | $244,104 | 0.1% | +0% | 86.8 |
| 81 |  $C | CITIGROUP INC | $239,862 | 0.1% | -17% | 65 |
| 82 | — | SPDR SERIES TRUST | $229,883 | 0.1% | +0% | — |
| 83 |  $PSLV | Sprott Physical Silver Trust | $221,949 | 0.1% | +0% | — |
| 84 | — | ISHARES TR | $217,720 | 0.1% | +31% | — |
| 85 | — | VANGUARD INDEX FDS | $209,536 | 0.1% | +0% | — |
| 86 |  $CVX | CHEVRON CORP | $198,624 | 0.1% | +0% | 62.8 |
| 87 | — | ISHARES TR | $191,986 | 0.1% | +0% | — |
| 88 |  $AMT | AMERICAN TOWER CORP /MA/ | $182,590 | 0.1% | +0% | 66.3 |
| 89 |  $FERG | Ferguson Enterprises Inc. /DE/ | $164,915 | 0.1% | +0% | 52.2 |
| 90 |  $RGLD | ROYAL GOLD INC | $155,748 | 0.1% | +0% | 79.7 |
| 91 |  $AEM | AGNICO EAGLE MINES LTD | $152,273 | 0.1% | +0% | — |
| 92 |  $KMB | KIMBERLY CLARK CORP | $150,493 | 0.1% | +0% | 58.7 |
| 93 |  $MSTR | Strategy Inc | $149,760 | 0.1% | +0% | 17.9 |
| 94 |  $AGI | ALAMOS GOLD INC | $146,765 | 0.1% | +0% | — |
| 95 |  $UL | UNILEVER PLC | $141,741 | 0.1% | +0% | — |
| 96 |  $CAT | CATERPILLAR INC | $141,692 | 0.1% | +0% | 66.5 |
| 97 |  $NEE | NEXTERA ENERGY INC | $135,976 | 0.1% | +0% | 64.6 |
| 98 |  $PM | Philip Morris International Inc. | $135,579 | 0.1% | +0% | 75.9 |
| 99 |  $WFC | WELLS FARGO & COMPANY/MN | $135,019 | 0.1% | +0% | 61.8 |
| 100 |  $BLK | BlackRock, Inc. | $129,831 | 0.0% | +0% | 70 |
| 101 | — | ISHARES TR | $124,214 | 0.0% | +0% | — |
| 102 |  $FDX | FEDEX CORP | $120,389 | 0.0% | +0% | 60.3 |
| 103 | — | VANGUARD ADMIRAL FDS INC | $118,778 | 0.0% | +0% | — |
| 104 | — | ISHARES TR | $116,271 | 0.0% | +0% | — |
| 105 |  $PHYS | Sprott Physical Gold Trust | $115,180 | 0.0% | +0% | — |
| 106 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $113,923 | 0.0% | +0% | 70 |
| 107 | — | ISHARES INC | $113,572 | 0.0% | +0% | — |
| 108 | — | ISHARES TR | $111,879 | 0.0% | +0% | — |
| 109 |  $AER | AerCap Holdings N.V. | $109,058 | 0.0% | +0% | — |
| 110 |  $AG | FIRST MAJESTIC SILVER CORP | $100,715 | 0.0% | +0% | — |
| 111 | — | EVERPURE INC | $97,416 | 0.0% | +0% | — |
| 112 |  $MICC | Magnum Ice Cream Co N.V. | $93,477 | 0.0% | -11% | — |
| 113 | — | VANGUARD INDEX FDS | $92,644 | 0.0% | +0% | — |
| 114 | — | ISHARES TR | $92,406 | 0.0% | +0% | — |
| 115 |  $BDX | BECTON DICKINSON & CO | $88,206 | 0.0% | -33% | 59 |
| 116 |  $FLUT | Flutter Entertainment plc | $87,167 | 0.0% | -21% | — |
| 117 |  $FCX | FREEPORT-MCMORAN INC | $78,765 | 0.0% | NEW | 62 |
| 118 | — | VANGUARD INTL EQUITY INDEX F | $77,402 | 0.0% | +0% | — |
| 119 |  $ABT | ABBOTT LABORATORIES | $69,302 | 0.0% | +0% | 65.5 |
| 120 |  $APD | Air Products & Chemicals, Inc. | $63,908 | 0.0% | +0% | 46.4 |
| 121 |  $KDP | Keurig Dr Pepper Inc. | $61,928 | 0.0% | +0% | 64.6 |
| 122 | — | VANGUARD WORLD FD | $59,536 | 0.0% | +123% | — |
| 123 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $57,788 | 0.0% | +0% | — |
| 124 |  $CME | CME GROUP INC. | $57,593 | 0.0% | +0% | 69.5 |
| 125 |  $RBLX | Roblox Corp | $56,560 | 0.0% | +0% | 60.3 |
| 126 | — | ISHARES TR | $56,539 | 0.0% | +613% | — |
| 127 | — | VANGUARD INTL EQUITY INDEX F | $54,645 | 0.0% | +0% | — |
| 128 |  $SBUX | STARBUCKS CORP | $51,962 | 0.0% | +0% | 58.2 |
| 129 |  $AU | AngloGold Ashanti PLC | $48,680 | 0.0% | +0% | — |
| 130 |  $ACN | Accenture plc | $48,581 | 0.0% | +0% | — |
| 131 |  $DVN | DEVON ENERGY CORP/DE | $45,338 | 0.0% | +0% | 74.8 |
| 132 |  $MO | ALTRIA GROUP, INC. | $44,741 | 0.0% | +0% | 67.4 |
| 133 | — | VANGUARD SCOTTSDALE FDS | $43,495 | 0.0% | +0% | — |
| 134 |  $RACE | Ferrari N.V. | $42,665 | 0.0% | +0% | — |
| 135 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $42,631 | 0.0% | +0% | 76.4 |
| 136 |  $RY | ROYAL BANK OF CANADA | $40,400 | 0.0% | +0% | 74.8 |
| 137 |  $IBKR | Interactive Brokers Group, Inc. | $40,108 | 0.0% | +0% | 77 |
| 138 | — | ISHARES TR | $38,768 | 0.0% | +0% | — |
| 139 |  $VZ | VERIZON COMMUNICATIONS INC | $38,403 | 0.0% | +0% | 65.8 |
| 140 |  $LVS | LAS VEGAS SANDS CORP | $37,177 | 0.0% | +0% | 70.7 |
| 141 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $36,450 | 0.0% | NEW | 69.7 |
| 142 | — | ISHARES INC | $35,921 | 0.0% | +0% | — |
| 143 |  $TRI | THOMSON REUTERS CORP /CAN/ | $35,346 | 0.0% | +0% | 58.7 |
| 144 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $31,680 | 0.0% | +0% | — |
| 145 |  $ALC | ALCON INC | $30,154 | 0.0% | +0% | 54.9 |
| 146 |  $NIO | NIO Inc. | $30,150 | 0.0% | +0% | — |
| 147 |  $APH | AMPHENOL CORP /DE/ | $29,566 | 0.0% | +0% | 79.3 |
| 148 |  $DPZ | DOMINOS PIZZA INC | $29,062 | 0.0% | +0% | 60.1 |
| 149 | — | ISHARES TR | $28,843 | 0.0% | -11% | — |
| 150 |  $NG | NOVAGOLD RESOURCES INC | $28,736 | 0.0% | +0% | — |
New Positions (5)
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