Evelyn Partners Investment Management (Europe) Ltd — 13F Holdings & Portfolio
CIK 2065055 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$290.6M
Long-equity book
Holdings
187
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+5 / −3 / ↑53 / ↓86
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TOTALENERGIES SE$1.9M +42.4%
- SPDR GOLD TR$1.8M +8.1%
- JOHNSON & JOHNSON$624.8K +16.6%
- ISHARES TR$294.5K +8.7%
- EXXON MOBIL CORP$167.9K +41.0%
Top Trims
- CRH PLC-$5.1M -18.1%
- MICROSOFT CORP-$3.6M -24.8%
- MASTERCARD INCORPORATED-$1.3M -18.0%
- ALPHABET INC-$1.2M -9.6%
- VANGUARD WORLD FD-$1.2M -8.8%
New Positions
- ASTRAZENECA PLC$4.3M
- FREEPORT MCMORAN INC$78.8K
- SUNBELT RENTALS HOLDINGS INC$36.5K
- WATERS CORP$21.4K
- DAUCH CORP$783
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 78463V107 | $23.7M | 8.15% | 55,050 | SH |
| 2 | CRH PLC | CRH | G25508105 | $23.2M | 7.98% | 220,519 | SH |
| 3 | ISHARES INC | URTH | 464286392 | $18.9M | 6.50% | 104,945 | SH |
| 4 | FIRST TR EXCHANGE-TRADED FD | FTCS | 33733E104 | $16.1M | 5.55% | 173,872 | SH |
| 5 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $14.2M | 4.87% | 21,762 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $13.5M | 4.65% | 28,188 | SH |
| 7 | VANGUARD WORLD FD | VGT | 92204A702 | $12.1M | 4.17% | 17,372 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $11.4M | 3.92% | 39,616 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $10.8M | 3.70% | 29,057 | SH |
| 10 | SPDR SERIES TRUST | SDY | 78464A763 | $10.5M | 3.61% | 71,922 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $7.0M | 2.40% | 27,509 | SH |
| 12 | TOTALENERGIES SE | TTE | F92124100 | $6.2M | 2.15% | 66,789 | SH |
| 13 | ISHARES TR | LQD | 464287242 | $6.2M | 2.15% | 57,274 | SH |
| 14 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.8M | 2.01% | 11,685 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $5.3M | 1.82% | 25,400 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.5M | 1.56% | 25,931 | SH |
| 17 | FIRST TR EXCHANGE-TRADED FD | SKYY | 33734X192 | $4.5M | 1.54% | 40,835 | SH |
| 18 | JOHNSON & JOHNSON | JNJ | 478160104 | $4.4M | 1.51% | 17,907 | SH |
| 19 | ASTRAZENECA PLC | AZN | G0593M107 | $4.3M | 1.47% | 21,991 | SH |
| 20 | FIRST TR EXCHANGE-TRADED FD | FVD | 33734H106 | $4.2M | 1.43% | 88,281 | SH |
| 21 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.1M | 1.40% | 13,803 | SH |
| 22 | FIRST TR EXCHANGE-TRADED FD | FDN | 33733E302 | $3.8M | 1.32% | 16,341 | SH |
| 23 | ISHARES TR | SOXX | 464287523 | $3.7M | 1.27% | 11,219 | SH |
| 24 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $3.5M | 1.21% | 4,167 | SH |
| 25 | MCDONALDS CORP | MCD | 580135101 | $3.4M | 1.18% | 11,024 | SH |
| 26 | ISHARES TR | TIP | 464287176 | $3.3M | 1.13% | 29,825 | SH |
| 27 | BLACKSTONE INC | BX | 09260D107 | $3.2M | 1.09% | 27,515 | SH |
| 28 | SMURFIT WESTROCK PLC | SW | G8267P108 | $3.0M | 1.04% | 76,163 | SH |
| 29 | VISA INC | V | 92826C839 | $2.9M | 1.01% | 9,759 | SH |
| 30 | FIRST TR EXCHANGE-TRADED FD | CIBR | 33734X846 | $2.6M | 0.88% | 40,824 | SH |
| 31 | NETFLIX INC. | NFLX | 64110L106 | $2.5M | 0.87% | 26,410 | SH |
| 32 | FIRST TR EXCHANGE-TRADED FD | FIW | 33733B100 | $2.4M | 0.84% | 23,582 | SH |
| 33 | VANGUARD INDEX FDS | VOO | 922908363 | $2.1M | 0.71% | 3,469 | SH |
| 34 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $1.8M | 0.63% | 9,614 | SH |
| 35 | WISDOMTREE TR | DXJ | 97717W851 | $1.8M | 0.63% | 11,478 | SH |
| 36 | INVESCO QQQ TR | QQQ | 46090E103 | $1.8M | 0.62% | 3,138 | SH |
| 37 | FIRST TR EXCHANGE-TRADED FD | QCLN | 33733E500 | $1.6M | 0.56% | 35,272 | SH |
| 38 | BANK AMERICA CORP | BAC | 060505104 | $1.6M | 0.56% | 33,295 | SH |
| 39 | ALPHABET INC | GOOG | 02079K107 | $1.6M | 0.55% | 5,595 | SH |
| 40 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.6M | 0.55% | 1,600 | SH |
| 41 | NASDAQ INC | NDAQ | 631103108 | $1.6M | 0.54% | 18,567 | SH |
| 42 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $1.4M | 0.50% | 343 | SH |
| 43 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $1.3M | 0.45% | 2,662 | SH |
| 44 | META PLATFORMS INC | META | 30303M102 | $1.2M | 0.40% | 2,040 | SH |
| 45 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $901.7K | 0.31% | 2,668 | SH |
| 46 | CHUBB LTD SWITZ | CB | H1467J104 | $888.8K | 0.31% | 2,727 | SH |
| 47 | STRYKER CORPORATION | SYK | 863667101 | $884.9K | 0.30% | 2,693 | SH |
| 48 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 36266G107 | $785.8K | 0.27% | 11,039 | SH |
| 49 | ISHARES TR | EEM | 464287234 | $769.0K | 0.26% | 13,542 | SH |
| 50 | FIRST TR EXCHANGE-TRADED FD | QTEC | 337345102 | $766.1K | 0.26% | 3,547 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $290.6M | 187 | 0001420506-26-001049 |
| 2025-12-31 | 2026-02-13 | $308.3M | 185 | 0001420506-26-000364 |
| 2024-12-31 | 2025-12-11 | $274.9M | 189 | 0001420506-25-003537 |