Evelyn Partners Investment Management (Europe) Ltd

Est. AUM

$289.0M

13F long equity, this entity only

Positions

186

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR GOLD TR	GOLD SHS	$23.7M	55050	8.20%	SOLE
2	CRH PLC	ORD	$23.2M	220519	8.02%	SOLE
3	ISHARES INC	MSCI WORLD ETF	$18.9M	104945	6.54%	SOLE
4	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$16.1M	173872	5.58%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$14.2M	21762	4.90%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.5M	28188	4.67%	SOLE
7	VANGUARD WORLD FD	INF TECH ETF	$12.1M	17372	4.19%	SOLE
8	ALPHABET INC	CAP STK CL A	$11.4M	39616	3.94%	SOLE
9	MICROSOFT CORP	COM	$10.8M	29057	3.72%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$10.5M	71922	3.63%	SOLE
11	APPLE INC	COM	$7.0M	27509	2.42%	SOLE
12	TOTALENERGIES SE	ACT	$6.2M	66789	2.16%	SOLE
13	ISHARES TR	IBOXX INV CP ETF	$6.2M	57274	2.16%	SOLE
14	MASTERCARD INCORPORATED	CL A	$5.8M	11685	2.02%	SOLE
15	AMAZON COM INC	COM	$5.3M	25400	1.83%	SOLE
16	NVIDIA CORPORATION	COM	$4.5M	25931	1.56%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	CLOUD COMPUTING	$4.5M	40835	1.55%	SOLE
18	JOHNSON & JOHNSON	COM	$4.4M	17907	1.51%	SOLE
19	ASTRAZENECA PLC	ORD	$4.3M	21991	1.48%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	SHS	$4.2M	88281	1.44%	SOLE
21	JPMORGAN CHASE & CO	COM	$4.1M	13803	1.40%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$3.8M	16341	1.32%	SOLE
23	ISHARES TR	ISHARES SEMICDTR	$3.7M	11219	1.28%	SOLE
24	GOLDMAN SACHS GROUP INC	COM	$3.5M	4167	1.22%	SOLE
25	MCDONALDS CORP	COM	$3.4M	11024	1.19%	SOLE
26	ISHARES TR	TIPS BD ETF	$3.3M	29825	1.14%	SOLE
27	BLACKSTONE INC	COM	$3.2M	27515	1.09%	SOLE
28	SMURFIT WESTROCK PLC	SHS	$3.0M	76163	1.05%	SOLE
29	VISA INC	COM CL A	$3.0M	9759	1.02%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$2.6M	40824	0.89%	SOLE
31	NETFLIX INC.	COM	$2.5M	26410	0.88%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	WTR ETF	$2.4M	23582	0.84%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	3469	0.72%	SOLE
34	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.8M	9614	0.64%	SOLE
35	WISDOMTREE TR	JAPN HEDGE EQT	$1.8M	11478	0.63%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$1.8M	3138	0.63%	SOLE
37	BANK AMERICA CORP	COM	$1.6M	33295	0.56%	SOLE
38	ALPHABET INC	CAP STK CL C	$1.6M	5595	0.56%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$1.6M	1600	0.55%	SOLE
40	NASDAQ INC	COM	$1.6M	18567	0.55%	SOLE
41	BOOKING HOLDINGS INC	COM	$1.4M	343	0.50%	SOLE
42	THERMO FISHER SCIENTIFIC INC	COM	$1.3M	2662	0.45%	SOLE
43	META PLATFORMS INC	CL A	$1.2M	2040	0.40%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$902K	2668	0.31%	SOLE
45	CHUBB LTD SWITZ	COM	$889K	2727	0.31%	SOLE
46	STRYKER CORPORATION	COM	$885K	2693	0.31%	SOLE
47	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$786K	11039	0.27%	SOLE
48	ISHARES TR	MSCI EMG MKT ETF	$769K	13542	0.27%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	SHS	$766K	3547	0.27%	SOLE
50	COLGATE PALMOLIVE CO	COM	$646K	7581	0.22%	SOLE

1–50 of 186

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.