Evelyn Partners Investment Management (Europe) Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Evelyn Partners Investment Management (Europe) Ltd reported 186 stock positions worth $290.6 million. Its top holding was SPDR Gold Shares (GLD) at 8.2% of the portfolio, followed by CRH (CRH, 8.0%) and iShares MSCI World ETF (URTH, 6.5%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 13 and reduced 55. The biggest buy was a new position in Astrazeneca (AZN) and the biggest sale CRH (CRH, shares −3%).

Most Recent 13F
Q1 2026
Location
Dublin, L2
CIK
0002065055
Portfolio Value
$290.6M (Q1 2026)
SEC Filing
0001420506-26-001049 ↗ filed May 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $274.9M Q4 2024 Q1 2025: $267.2M Q1 2025 Q2 2025: $278.6M Q2 2025 Q3 2025: $288.6M Q3 2025 Q4 2025: $308.3M Q4 2025 Q1 2026: $290.6M $290.6M Q1 2026

Holdings 186 stocks · $290.6M
GLD SPDR Gold Shares 8.15% 55,050 $23.7M Reduce -0.4%
CRH CRH PLC 7.98% 220,519 $23.2M Reduce -2.8%
URTH iShares MSCI World ETF 6.50% 104,945 $18.9M Add +0.8%
FTCS First Trust Capital Strength 5.55% 173,872 $16.1M Reduce -3.3%
SPY SS SPDR S&P 500 ETF Trust-US 4.87% 21,762 $14.2M Reduce -1.7%
BRK.B Berkshire Hathaway Inc. Class B 4.65% 28,188 $13.5M Reduce -0.6%
VGT Vanguard Info Tech ETF 4.17% 17,372 $12.1M Reduce -1.5%
GOOGL Alphabet Inc. Class A 3.92% 39,616 $11.4M Reduce -1.6%
MSFT Microsoft Corp. 3.70% 29,057 $10.8M Reduce -1.8%
SDY SS SPDR S&P Dividend ETF 3.61% 71,922 $10.5M Reduce -2.7%
AAPL Apple Inc. 2.40% 27,509 $7.0M Reduce -0.7%
TTE Totalenergies SE 2.15% 66,789 $6.2M Reduce -0.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.15% 57,274 $6.2M Reduce -2.0%
MA Mastercard Inc. Class A 2.01% 11,685 $5.8M Reduce -6.3%
AMZN Amazon.com Inc. 1.82% 25,400 $5.3M Add +0.0%
NVDA Nvidia Corp. 1.56% 25,931 $4.5M Reduce -1.5%
SKYY First Trust Cloud Computing 1.54% 40,835 $4.5M Reduce -3.6%
JNJ Johnson & Johnson 1.51% 17,907 $4.4M Reduce -1.2%
AZN Astrazeneca PLC 1.47% 21,991 $4.3M New
FVD First Trust Value Line DVD 1.43% 88,281 $4.2M Reduce -6.9%
JPM JPMorgan Chase & Co. 1.40% 13,803 $4.1M Reduce -1.1%
FDN First Trust DJ Internet Ind 1.32% 16,341 $3.8M Reduce -4.5%
SOXX iShares Semiconductor ETF 1.27% 11,219 $3.7M Reduce -0.4%
GS Goldman Sachs Group Inc. 1.21% 4,167 $3.5M Add +2.1%
MCD McDonald's Corp. 1.18% 11,024 $3.4M Reduce -3.9%
TIP iShares Tips Bond ETF 1.13% 29,825 $3.3M Reduce -4.2%
BX Blackstone Inc. 1.09% 27,515 $3.2M Reduce -1.7%
SW Smurfit Westrock PLC 1.04% 76,163 $3.0M Reduce -3.5%
V Visa Inc. Class A 1.01% 9,759 $2.9M Reduce -1.6%
CIBR First Trust Nasdaq Cybersecu 0.88% 40,824 $2.6M Reduce -4.4%
NFLX Netflix Inc. 0.87% 26,410 $2.5M Reduce -4.3%
FIW First Trust Water ETF 0.84% 23,582 $2.4M Reduce -10.3%
VOO Vanguard S&P 500 ETF 0.71% 3,469 $2.1M Add +0.2%
RSP Invesco S&P 500 Equal Weight 0.63% 9,614 $1.8M Add +7.4%
DXJ Wisdomtree Japan Hedged Eq 0.63% 11,478 $1.8M Reduce -2.0%
QQQ Invesco QQQ Trust Series 1 0.62% 3,138 $1.8M Reduce -1.6%
QCLN First Trust Nasdaq Clean Edg 0.56% 35,272 $1.6M Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.56% 33,295 $1.6M Reduce -4.8%
GOOG Alphabet Inc. Class C 0.55% 5,595 $1.6M Reduce -0.6%
COST Costco Wholesale Corp. 0.55% 1,600 $1.6M Reduce -16.8%
NDAQ Nasdaq Inc. 0.54% 18,567 $1.6M Add +0.2%
BKNG Booking Holdings Inc. 0.50% 343 $1.4M Reduce -10.4%
TMO Thermo Fisher Scientific Inc. 0.45% 2,662 $1.3M Reduce -3.1%
META Meta Platforms Inc. Class A 0.40% 2,040 $1.2M Reduce -1.4%
TSM Taiwan Semiconductor-SP ADR 0.31% 2,668 $902K No change
CB Chubb Ltd. 0.31% 2,727 $889K No change
SYK Stryker Corp. 0.30% 2,693 $885K Reduce -8.3%
GEHC GE Healthcare Technology 0.27% 11,039 $786K Reduce -27.0%
EEM iShares MSCI Emerging Market 0.26% 13,542 $769K Reduce -2.3%
QTEC First Trust Nasdq 100 Tech I 0.26% 3,547 $766K Reduce -4.6%
CL Colgate-Palmolive Co. 0.22% 7,581 $646K Reduce -5.9%
LIN Linde PLC 0.22% 1,283 $636K No change
EMLP First Trust North American E 0.22% 14,391 $628K No change
HON Honeywell International Inc. 0.22% 2,769 $626K No change
COIN Coinbase Global Inc. Class A 0.21% 3,566 $623K Reduce -3.1%
PG The Procter & Gamble Co. 0.21% 4,295 $620K Reduce -7.5%
KO The Coca-Cola Co. 0.21% 7,863 $598K No change
XOM Exxon Mobil Corp. 0.20% 3,405 $578K No change
LHX L3HARRIS Technologies Inc. 0.20% 1,655 $571K No change
WMT Walmart Inc. 0.19% 4,481 $557K No change
PEP Pepsico Inc. 0.19% 3,501 $544K No change
DHR Danaher Corp. 0.19% 2,846 $540K No change
EWG iShares MSCI Germany ETF 0.18% 13,354 $530K Add +5.3%
CDNS Cadence Design SYS Inc. 0.18% 1,841 $512K Reduce -16.6%
ISRG Intuitive Surgical Inc. 0.17% 1,044 $481K Add +2.6%
PANW Palo Alto Networks Inc. 0.16% 2,828 $453K Reduce -17.2%
SPGI S&P Global Inc. 0.15% 1,027 $437K No change
MKL Markel Group Inc. 0.14% 218 $417K No change
XLE SS Energy Select Sector 0.14% 6,624 $406K No change
CRM Salesforce Inc. 0.12% 1,930 $360K Reduce -61.2%
ABBV Abbvie Inc. 0.12% 1,635 $356K No change
XLF SS Financial Select Sector 0.12% 6,890 $340K No change
CP Canadian Pacific Kansas City 0.11% 4,230 $333K No change
VGK Vanguard Ftse Europe ETF 0.11% 3,833 $316K Add +18.5%
UNH Unitedhealth Group Inc. 0.11% 1,161 $314K Reduce -65.7%
MDLZ Mondelez International Inc. Class A 0.11% 5,370 $310K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 2,955 $285K No change
ZTS Zoetis Inc. 0.09% 2,290 $271K No change
MAR Marriott International Class A 0.09% 760 $249K Reduce -24.0%
NEM Newmont Corp. 0.08% 2,255 $244K No change
C Citigroup Inc. 0.08% 2,115 $240K Reduce -16.7%
XPH SS SPDR S&P Pharma ETF 0.08% 4,250 $230K No change
PSLV Sprott Physical Silver Trust 0.08% 9,100 $222K No change
STIP iShares 0-5 Year Tips Bond E 0.07% 2,105 $218K Add +30.7%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 800 $210K No change
CVX Chevron Corp. 0.07% 960 $199K No change
IGM iShares Expanded Tech Sector 0.07% 1,620 $192K No change
AMT American Tower Corp. 0.06% 1,058 $183K No change
FERG Ferguson Enterprises Inc. 0.06% 707 $165K No change
RGLD Royal Gold Inc. 0.05% 612 $156K No change
AEM Agnico Eagle Mines Ltd. 0.05% 750 $152K No change
KMB Kimberly-Clark Corp. 0.05% 1,560 $150K No change
MSTR Strategy Inc. 0.05% 1,200 $150K No change
AGI Alamos Gold Inc. Class A 0.05% 3,300 $147K No change
UL Unilever PLC-Sponsored ADR 0.05% 2,488 $142K No change
CAT Caterpillar Inc. 0.05% 200 $142K No change
NEE Nextera Energy Inc. 0.05% 1,464 $136K No change
PM Philip Morris International 0.05% 820 $136K No change
WFC Wells Fargo & Co. 0.05% 1,696 $135K No change
BLK BlackRock Inc. 0.04% 135 $130K No change

Show all 186 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $301 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 7$301No change

Total filed on the 13F, all lines: $290.6M.

Portfolio Sells Q4 2025 → Q1 2026
CRH CRH PLC Reduce -2.8% 7.98% −1.21
MSFT Microsoft Corp. Reduce -1.8% 3.70% −0.94
BX Blackstone Inc. Reduce -1.7% 1.09% −0.31
CRM Salesforce Inc. Reduce -61.2% 0.12% −0.30
MA Mastercard Inc. Class A Reduce -6.3% 2.01% −0.30
UNH Unitedhealth Group Inc. Reduce -65.7% 0.11% −0.25
SKYY First Trust Cloud Computing Reduce -3.6% 1.54% −0.25
FDN First Trust DJ Internet Ind Reduce -4.5% 1.32% −0.18
BKNG Booking Holdings Inc. Reduce -10.4% 0.50% −0.17
GOOGL Alphabet Inc. Class A Reduce -1.6% 3.92% −0.17
VGT Vanguard Info Tech ETF Reduce -1.5% 4.17% −0.14
GEHC GE Healthcare Technology Reduce -27.0% 0.27% −0.13
V Visa Inc. Class A Reduce -1.6% 1.01% −0.11
CIBR First Trust Nasdaq Cybersecu Reduce -4.4% 0.88% −0.11
FIW First Trust Water ETF Reduce -10.3% 0.84% −0.09
TMO Thermo Fisher Scientific Inc. Reduce -3.1% 0.45% −0.07
BAC Bank of America Corp. Reduce -4.8% 0.56% −0.07
ROP Roper Technologies Inc. Sold out 0.00% −0.07
JPM JPMorgan Chase & Co. Reduce -1.1% 1.40% −0.06
COIN Coinbase Global Inc. Class A Reduce -3.1% 0.21% −0.06
PANW Palo Alto Networks Inc. Reduce -17.2% 0.16% −0.05
CDNS Cadence Design SYS Inc. Reduce -16.6% 0.18% −0.05
FLUT Flutter Entertainment PLC-Di Reduce -21.1% 0.03% −0.05
META Meta Platforms Inc. Class A Reduce -1.4% 0.40% −0.04
AAPL Apple Inc. Reduce -0.7% 2.40% −0.04
NVDA Nvidia Corp. Reduce -1.5% 1.56% −0.04
SYK Stryker Corp. Reduce -8.3% 0.30% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.7% 4.87% −0.03
BDX Becton Dickinson and Co. Reduce -32.9% 0.03% −0.02
GOOG Alphabet Inc. Class C Reduce -0.6% 0.55% −0.02
MAR Marriott International Class A Reduce -24.0% 0.09% −0.02
QTEC First Trust Nasdq 100 Tech I Reduce -4.6% 0.26% −0.01
C Citigroup Inc. Reduce -16.7% 0.08% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -1.6% 0.62% −0.01
ADBE Adobe Inc. Reduce -81.3% 0.00% −0.01
PFE Pfizer Inc. Sold out 0.00% −0.01
MICC The Magnum Ice Cream Co. NV Reduce -11.2% 0.03% −0.01
PG The Procter & Gamble Co. Reduce -7.5% 0.21% −0.00
IVW iShares S&P 500 Growth ETF Reduce -10.5% 0.01% −0.00
JXN Jackson Financial Inc. Class A Reduce -86.3% 0.00% −0.00
VTRS Viatris Inc. Sold out 0.00% −0.00
FVD First Trust Value Line DVD Reduce -6.9% 1.43% +0.01
COST Costco Wholesale Corp. Reduce -16.8% 0.55% +0.01
CL Colgate-Palmolive Co. Reduce -5.9% 0.22% +0.02
EEM iShares MSCI Emerging Market Reduce -2.3% 0.26% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 4.65% +0.02
TIP iShares Tips Bond ETF Reduce -4.2% 1.13% +0.02
NFLX Netflix Inc. Reduce -4.3% 0.87% +0.03
MCD McDonald's Corp. Reduce -3.9% 1.18% +0.04
SW Smurfit Westrock PLC Reduce -3.5% 1.04% +0.05

Portfolio Buys Q4 2025 → Q1 2026
AZN Astrazeneca PLC New 1.47% +1.47
URTH iShares MSCI World ETF Add +0.8% 6.50% +0.23
RSP Invesco S&P 500 Equal Weight Add +7.4% 0.63% +0.08
QCLN First Trust Nasdaq Clean Edg Add +0.5% 0.56% +0.06
GS Goldman Sachs Group Inc. Add +2.1% 1.21% +0.05
FCX Freeport-McMoran Inc. New 0.03% +0.03
STIP iShares 0-5 Year Tips Bond E Add +30.7% 0.07% +0.02
VGK Vanguard Ftse Europe ETF Add +18.5% 0.11% +0.02
SUSA iShares ESG Optimized MSCI U Add +613.3% 0.02% +0.02
SUNB Sunbelt Rentals Holdings Inc. New 0.01% +0.01
VSGX Vanguard ESG Intl Stock ETF Add +123.1% 0.02% +0.01
VOO Vanguard S&P 500 ETF Add +0.2% 0.71% +0.01
EWG iShares MSCI Germany ETF Add +5.3% 0.18% +0.01
WAT Waters Corp. New 0.01% +0.01
DCH Dauch Corporation New 0.00% +0.00
ISRG Intuitive Surgical Inc. Add +2.6% 0.17% −0.02
NDAQ Nasdaq Inc. Add +0.2% 0.54% −0.04
AMZN Amazon.com Inc. Add +0.0% 1.82% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 186$290.6MGLD, CRH, URTH, FTCS, SPY
Q4 2025 184$308.3MCRH, GLD, URTH, FTCS, SPY
Q3 2025 178$288.6MCRH, FIW, GLD, URTH, MSFT
Q2 2025Amended 183$278.6MCRH, FTCS, URTH, MSFT, GLD
Q1 2025Amended 187$267.2MCRH, FTCS, BRK.B, URTH, GLD
Q4 2024 188$274.9MCRH, FTCS, URTH, MSFT, SPY