Evelyn Partners Investment Management (Europe) Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed December 11, 2025), Evelyn Partners Investment Management (Europe) Ltd reported 188 stock positions worth $274.9 million. Its top holding was CRH (CRH) at 9.1% of the portfolio, followed by First Trust Capital Strength (FTCS, 6.6%) and iShares MSCI World ETF (URTH, 5.6%).
- Most Recent 13F
- Q1 2026
- Location
- Dublin, L2
- CIK
- 0002065055
- Portfolio Value
- $274.9M (Q4 2024)
- SEC Filing
- 0001420506-25-003537 ↗ filed Dec 11, 2025
Holdings Value
Holdings 188 stocks · $274.9M
| CRH CRH PLC | 9.07% | 269,467 | $24.9M | — |
| FTCS First Trust Capital Strength | 6.58% | 206,092 | $18.1M | — |
| URTH iShares MSCI World ETF | 5.62% | 99,316 | $15.4M | — |
| MSFT Microsoft Corp. | 5.42% | 35,333 | $14.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.85% | 22,733 | $13.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 4.79% | 29,060 | $13.2M | — |
| SDY SS SPDR S&P Dividend ETF | 4.41% | 91,854 | $12.1M | — |
| VGT Vanguard Info Tech ETF | 4.08% | 18,033 | $11.2M | — |
| GLD SPDR Gold Shares | 3.90% | 44,244 | $10.7M | — |
| GOOGL Alphabet Inc. Class A | 3.27% | 47,453 | $9.0M | — |
| AAPL Apple Inc. | 2.75% | 30,199 | $7.6M | — |
| MA Mastercard Inc. Class A | 2.74% | 14,287 | $7.5M | — |
| BX Blackstone Inc. | 2.30% | 36,727 | $6.3M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.21% | 56,788 | $6.1M | — |
| AMZN Amazon.com Inc. | 2.03% | 25,499 | $5.6M | — |
| SW Smurfit Westrock PLC | 2.01% | 102,486 | $5.5M | — |
| FDN First Trust DJ Internet Ind | 1.93% | 21,835 | $5.3M | — |
| FVD First Trust Value Line DVD | 1.74% | 109,749 | $4.8M | — |
| SKYY First Trust Cloud Computing | 1.72% | 39,714 | $4.7M | — |
| JPM JPMorgan Chase & Co. | 1.46% | 16,788 | $4.0M | — |
| TIP iShares Tips Bond ETF | 1.37% | 35,320 | $3.8M | — |
| JNJ Johnson & Johnson | 1.22% | 23,216 | $3.4M | — |
| FIW First Trust Water ETF | 1.20% | 32,339 | $3.3M | — |
| MCD McDonald's Corp. | 1.19% | 11,328 | $3.3M | — |
| V Visa Inc. Class A | 1.14% | 9,933 | $3.1M | — |
| NVDA Nvidia Corp. | 1.11% | 22,664 | $3.0M | — |
| CIBR First Trust Nasdaq Cybersecu | 0.83% | 36,068 | $2.3M | — |
| GS Goldman Sachs Group Inc. | 0.83% | 3,977 | $2.3M | — |
| NFLX Netflix Inc. | 0.81% | 2,499 | $2.2M | — |
| SOXX iShares Semiconductor ETF | 0.74% | 9,494 | $2.0M | — |
| BKNG Booking Holdings Inc. | 0.71% | 394 | $2.0M | — |
| VOO Vanguard S&P 500 ETF | 0.68% | 3,463 | $1.9M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.66% | 41,214 | $1.8M | — |
| UNH Unitedhealth Group Inc. | 0.63% | 3,444 | $1.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 3,307 | $1.7M | — |
| COST Costco Wholesale Corp. | 0.58% | 1,741 | $1.6M | — |
| CRM Salesforce Inc. | 0.56% | 4,592 | $1.5M | — |
| DXJ Wisdomtree Japan Hedged Eq | 0.50% | 12,550 | $1.4M | — |
| NDAQ Nasdaq Inc. | 0.48% | 17,061 | $1.3M | — |
| GOOG Alphabet Inc. Class C | 0.44% | 6,341 | $1.2M | — |
| QCLN First Trust Nasdaq Clean Edg | 0.44% | 35,468 | $1.2M | — |
| SYK Stryker Corp. | 0.43% | 3,290 | $1.2M | — |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 6,300 | $1.1M | — |
| PG The Procter & Gamble Co. | 0.40% | 6,571 | $1.1M | — |
| CL Colgate-Palmolive Co. | 0.38% | 11,591 | $1.1M | — |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 2,017 | $1.0M | — |
| META Meta Platforms Inc. Class A | 0.36% | 1,686 | $987K | — |
| GEHC GE Healthcare Technology | 0.35% | 12,286 | $961K | — |
| QTEC First Trust Nasdq 100 Tech I | 0.31% | 4,565 | $859K | — |
| DHR Danaher Corp. | 0.30% | 3,609 | $828K | — |
| HON Honeywell International Inc. | 0.27% | 3,309 | $747K | — |
| LIN Linde PLC | 0.26% | 1,710 | $716K | — |
| EEM iShares MSCI Emerging Market | 0.26% | 16,862 | $705K | — |
| BDX Becton Dickinson and Co. | 0.24% | 2,895 | $657K | — |
| PEP Pepsico Inc. | 0.24% | 4,287 | $652K | — |
| KO The Coca-Cola Co. | 0.22% | 9,893 | $616K | — |
| EMLP First Trust North American E | 0.22% | 16,971 | $605K | — |
| CB Chubb Ltd. | 0.22% | 2,163 | $598K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 2,668 | $527K | — |
| PANW Palo Alto Networks Inc. | 0.19% | 2,886 | $525K | — |
| ISRG Intuitive Surgical Inc. | 0.19% | 998 | $521K | — |
| CDNS Cadence Design SYS Inc. | 0.19% | 1,717 | $516K | — |
| SPGI S&P Global Inc. | 0.18% | 997 | $497K | — |
| ZTS Zoetis Inc. | 0.17% | 2,925 | $477K | — |
| MDLZ Mondelez International Inc. Class A | 0.15% | 6,926 | $414K | — |
| WMT Walmart Inc. | 0.15% | 4,481 | $405K | — |
| LHX L3HARRIS Technologies Inc. | 0.14% | 1,826 | $384K | — |
| MKL Markel Group Inc. | 0.14% | 218 | $376K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 3,340 | $372K | — |
| XOM Exxon Mobil Corp. | 0.13% | 3,405 | $366K | — |
| FLUT Flutter Entertainment PLC-Di | 0.13% | 1,402 | $362K | — |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.13% | 1,200 | $348K | — |
| C Citigroup Inc. | 0.12% | 4,680 | $329K | — |
| ABBV Abbvie Inc. | 0.11% | 1,760 | $313K | — |
| CP Canadian Pacific Kansas City | 0.11% | 4,230 | $306K | — |
| XLE SS Energy Select Sector | 0.10% | 3,312 | $284K | — |
| MAR Marriott International Class A | 0.10% | 1,000 | $279K | — |
| XLF SS Financial Select Sector | 0.09% | 5,010 | $242K | — |
| XPH SS SPDR S&P Pharma ETF | 0.08% | 5,325 | $229K | — |
| CVX Chevron Corp. | 0.08% | 1,450 | $210K | — |
| AMT American Tower Corp. | 0.07% | 1,118 | $205K | — |
| KMB Kimberly-Clark Corp. | 0.07% | 1,560 | $204K | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.07% | 1,919 | $202K | — |
| BLK BlackRock Inc. | 0.07% | 195 | $200K | — |
| WY Weyerhaeuser Co. | 0.07% | 7,040 | $198K | — |
| VGK Vanguard Ftse Europe ETF | 0.07% | 3,057 | $194K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 800 | $192K | — |
| IGM iShares Expanded Tech Sector | 0.06% | 1,620 | $165K | — |
| UL Unilever PLC | 0.06% | 2,800 | $159K | — |
| IEX Idex Corp. | 0.05% | 650 | $136K | — |
| IXC iShares Global Energy ETF | 0.05% | 3,344 | $128K | — |
| WFC Wells Fargo & Co. | 0.05% | 1,788 | $126K | — |
| FERG Ferguson Enterprises Inc. | 0.04% | 707 | $123K | — |
| CAT Caterpillar Inc. | 0.04% | 300 | $109K | — |
| IJR iShares Core S&P Small-Cap E | 0.04% | 900 | $104K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 470 | $103K | — |
| ADBE Adobe Inc. | 0.04% | 228 | $101K | — |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.04% | 1,650 | $101K | — |
| PM Philip Morris International | 0.04% | 820 | $99K | — |
| IVV iShares Core S&P 500 ETF | 0.03% | 163 | $96K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $7K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 246 | $7K | — |
Total filed on the 13F, all lines: $274.9M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 186 | $290.6M | GLD, CRH, URTH, FTCS, SPY |
| Q4 2025 | 184 | $308.3M | CRH, GLD, URTH, FTCS, SPY |
| Q3 2025 | 178 | $288.6M | CRH, FIW, GLD, URTH, MSFT |
| Q2 2025Amended | 183 | $278.6M | CRH, FTCS, URTH, MSFT, GLD |
| Q1 2025Amended | 187 | $267.2M | CRH, FTCS, BRK.B, URTH, GLD |
| Q4 2024 | 188 | $274.9M | CRH, FTCS, URTH, MSFT, SPY |