Evelyn Partners Investment Management (Europe) Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed December 8, 2025), Evelyn Partners Investment Management (Europe) Ltd reported 187 stock positions worth $267.2 million. Its top holding was CRH (CRH) at 8.3% of the portfolio, followed by First Trust Capital Strength (FTCS, 6.6%) and Berkshire Hathaway Class B (BRK.B, 5.8%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 32 and reduced 41. The biggest buy was SPDR Gold Shares (GLD, shares +8%) and the biggest sale CRH (CRH, shares −7%).

Most Recent 13F
Q1 2026
Location
Dublin, L2
CIK
0002065055
Portfolio Value
$267.2M (Q1 2025)
SEC Filing
0001420506-25-003529 ↗ filed Dec 8, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $274.9M Q4 2024 Q1 2025: $267.2M $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 Q1 2026

Holdings 187 stocks · $267.2M
CRH CRH PLC 8.28% 251,387 $22.1M Reduce -6.7%
FTCS First Trust Capital Strength 6.58% 196,052 $17.6M Reduce -4.9%
BRK.B Berkshire Hathaway Inc. Class B 5.80% 29,075 $15.5M Add +0.1%
URTH iShares MSCI World ETF 5.79% 100,925 $15.5M Add +1.6%
GLD SPDR Gold Shares 5.17% 47,922 $13.8M Add +8.3%
MSFT Microsoft Corp. 4.91% 34,965 $13.1M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 4.63% 22,092 $12.4M Reduce -2.8%
SDY SS SPDR S&P Dividend ETF 4.21% 82,996 $11.3M Reduce -9.6%
VGT Vanguard Info Tech ETF 3.66% 18,035 $9.8M Add +0.0%
MA Mastercard Inc. Class A 3.01% 14,680 $8.0M Add +2.8%
GOOGL Alphabet Inc. Class A 2.79% 48,233 $7.5M Add +1.6%
AAPL Apple Inc. 2.58% 31,046 $6.9M Add +2.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.28% 56,067 $6.1M Reduce -1.3%
AMZN Amazon.com Inc. 1.86% 26,131 $5.0M Add +2.5%
BX Blackstone Inc. 1.86% 35,461 $5.0M Reduce -3.5%
FVD First Trust Value Line DVD 1.69% 101,528 $4.5M Reduce -7.5%
FDN First Trust DJ Internet Ind 1.67% 20,069 $4.5M Reduce -8.1%
SKYY First Trust Cloud Computing 1.65% 43,152 $4.4M Add +8.7%
SW Smurfit Westrock PLC 1.59% 94,312 $4.2M Reduce -8.0%
MCD McDonald's Corp. 1.39% 11,892 $3.7M Add +5.0%
JPM JPMorgan Chase & Co. 1.38% 15,077 $3.7M Reduce -10.2%
TIP iShares Tips Bond ETF 1.38% 33,268 $3.7M Reduce -5.8%
V Visa Inc. Class A 1.34% 10,219 $3.6M Add +2.9%
JNJ Johnson & Johnson 1.26% 20,227 $3.4M Reduce -12.9%
FIW First Trust Water ETF 1.13% 30,002 $3.0M Reduce -7.2%
NVDA Nvidia Corp. 1.07% 26,464 $2.9M Add +16.8%
CIBR First Trust Nasdaq Cybersecu 1.03% 43,716 $2.8M Add +21.2%
NFLX Netflix Inc. 0.97% 2,784 $2.6M Add +11.4%
UNH Unitedhealth Group Inc. 0.86% 4,379 $2.3M Add +27.1%
GS Goldman Sachs Group Inc. 0.84% 4,117 $2.2M Add +3.5%
SOXX iShares Semiconductor ETF 0.79% 11,154 $2.1M Add +17.5%
COST Costco Wholesale Corp. 0.69% 1,950 $1.8M Add +12.0%
BKNG Booking Holdings Inc. 0.68% 393 $1.8M Reduce -0.3%
VOO Vanguard S&P 500 ETF 0.67% 3,463 $1.8M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.59% 37,904 $1.6M Reduce -8.0%
QQQ Invesco QQQ Trust Series 1 0.58% 3,307 $1.6M No change
CRM Salesforce Inc. 0.58% 5,759 $1.5M Add +25.4%
RSP Invesco S&P 500 Equal Weight 0.54% 8,393 $1.5M Add +33.2%
TMO Thermo Fisher Scientific Inc. 0.53% 2,823 $1.4M Add +40.0%
DXJ Wisdomtree Japan Hedged Eq 0.52% 12,572 $1.4M Add +0.2%
NDAQ Nasdaq Inc. 0.51% 17,967 $1.4M Add +5.3%
GEHC GE Healthcare Technology 0.50% 16,432 $1.3M Add +33.8%
SYK Stryker Corp. 0.41% 2,934 $1.1M Reduce -10.8%
META Meta Platforms Inc. Class A 0.38% 1,766 $1.0M Add +4.7%
QCLN First Trust Nasdaq Clean Edg 0.38% 35,179 $1.0M Reduce -0.8%
GOOG Alphabet Inc. Class C 0.37% 6,275 $980K Reduce -1.0%
PG The Procter & Gamble Co. 0.36% 5,591 $953K Reduce -14.9%
CL Colgate-Palmolive Co. 0.36% 10,166 $953K Reduce -12.3%
LIN Linde PLC 0.30% 1,710 $796K No change
CB Chubb Ltd. 0.29% 2,523 $762K Add +16.6%
QTEC First Trust Nasdq 100 Tech I 0.27% 4,215 $732K Reduce -7.7%
HON Honeywell International Inc. 0.26% 3,309 $701K No change
EEM iShares MSCI Emerging Market 0.25% 15,027 $657K Reduce -10.9%
DHR Danaher Corp. 0.24% 3,192 $654K Reduce -11.6%
KO The Coca-Cola Co. 0.23% 8,763 $628K Reduce -11.4%
PEP Pepsico Inc. 0.23% 4,015 $602K Reduce -6.3%
BDX Becton Dickinson and Co. 0.21% 2,435 $558K Reduce -15.9%
PANW Palo Alto Networks Inc. 0.21% 3,247 $554K Add +12.5%
CDNS Cadence Design SYS Inc. 0.21% 2,167 $551K Add +26.2%
EMLP First Trust North American E 0.20% 14,251 $534K Reduce -16.0%
SPGI S&P Global Inc. 0.19% 997 $507K No change
ISRG Intuitive Surgical Inc. 0.18% 987 $489K Reduce -1.1%
ZTS Zoetis Inc. 0.18% 2,925 $482K No change
MDLZ Mondelez International Inc. Class A 0.18% 6,926 $470K No change
LHX L3HARRIS Technologies Inc. 0.17% 2,225 $466K Add +21.9%
TSM Taiwan Semiconductor-SP ADR 0.17% 2,668 $443K No change
MKL Markel Group Inc. 0.15% 218 $408K No change
XOM Exxon Mobil Corp. 0.15% 3,405 $405K No change
WMT Walmart Inc. 0.15% 4,481 $393K No change
ABBV Abbvie Inc. 0.14% 1,760 $369K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.13% 1,200 $346K No change
XLF SS Financial Select Sector 0.13% 6,890 $343K Add +37.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 3,340 $330K No change
XLE SS Energy Select Sector 0.12% 3,312 $310K No change
CP Canadian Pacific Kansas City 0.11% 4,230 $297K No change
EWG iShares MSCI Germany ETF 0.10% 7,338 $272K New
C Citigroup Inc. 0.10% 3,705 $263K Reduce -20.8%
CVX Chevron Corp. 0.09% 1,450 $243K No change
FLUT Flutter Entertainment PLC-Di 0.09% 1,092 $242K Reduce -22.1%
MAR Marriott International Class A 0.09% 1,000 $238K No change
AMT American Tower Corp. 0.09% 1,058 $230K Reduce -5.4%
KMB Kimberly-Clark Corp. 0.08% 1,560 $222K No change
XPH SS SPDR S&P Pharma ETF 0.08% 4,925 $216K Reduce -7.5%
VGK Vanguard Ftse Europe ETF 0.08% 3,057 $215K No change
WY Weyerhaeuser Co. 0.08% 7,040 $206K No change
IVOO Vanguard S&P Mid-Cap 400 ETF 0.07% 1,919 $189K No change
VB Vanguard Most SM-Cap ETF-Usd 0.07% 800 $177K No change
UL Unilever PLC 0.06% 2,800 $167K No change
IGM iShares Expanded Tech Sector 0.06% 1,620 $147K No change
PM Philip Morris International 0.05% 820 $130K No change
WFC Wells Fargo & Co. 0.05% 1,788 $128K No change
BLK BlackRock Inc. 0.05% 135 $128K Reduce -30.8%
FXI iShares China Large-Cap ETF 0.05% 3,460 $124K Add +361.3%
IXC iShares Global Energy ETF 0.04% 2,804 $118K Reduce -16.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 470 $117K No change
FERG Ferguson Enterprises Inc. 0.04% 707 $113K No change
PSLV Sprott Physical Silver Trust 0.04% 9,100 $106K No change
CAT Caterpillar Inc. 0.04% 300 $99K No change
NEM Newmont Corp. 0.04% 2,028 $98K Reduce -5.5%
STIP iShares 0-5 Year Tips Bond E 0.04% 924 $96K Add +243.5%

Show all 187 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $7K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 246$7KNo change

Total filed on the 13F, all lines: $267.2M.

Portfolio Sells Q4 2024 → Q1 2025
CRH CRH PLC Reduce -6.7% 8.28% −0.79
MSFT Microsoft Corp. Reduce -1.0% 4.91% −0.50
BX Blackstone Inc. Reduce -3.5% 1.86% −0.45
SW Smurfit Westrock PLC Reduce -8.0% 1.59% −0.42
FDN First Trust DJ Internet Ind Reduce -8.1% 1.67% −0.26
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.8% 4.63% −0.22
SDY SS SPDR S&P Dividend ETF Reduce -9.6% 4.21% −0.20
JPM JPMorgan Chase & Co. Reduce -10.2% 1.38% −0.08
GOOG Alphabet Inc. Class C Reduce -1.0% 0.37% −0.07
FIW First Trust Water ETF Reduce -7.2% 1.13% −0.07
BAC Bank of America Corp. Reduce -8.0% 0.59% −0.07
QCLN First Trust Nasdaq Clean Edg Reduce -0.8% 0.38% −0.06
DHR Danaher Corp. Reduce -11.6% 0.24% −0.06
FVD First Trust Value Line DVD Reduce -7.5% 1.69% −0.05
PG The Procter & Gamble Co. Reduce -14.9% 0.36% −0.04
FLUT Flutter Entertainment PLC-Di Reduce -22.1% 0.09% −0.04
QTEC First Trust Nasdq 100 Tech I Reduce -7.7% 0.27% −0.04
IEX Idex Corp. Reduce -73.8% 0.01% −0.04
BKNG Booking Holdings Inc. Reduce -0.3% 0.68% −0.03
BDX Becton Dickinson and Co. Reduce -15.9% 0.21% −0.03
CL Colgate-Palmolive Co. Reduce -12.3% 0.36% −0.03
BLK BlackRock Inc. Reduce -30.8% 0.05% −0.02
SYK Stryker Corp. Reduce -10.8% 0.41% −0.02
C Citigroup Inc. Reduce -20.8% 0.10% −0.02
EMLP First Trust North American E Reduce -16.0% 0.20% −0.02
PEP Pepsico Inc. Reduce -6.3% 0.23% −0.01
EEM iShares MSCI Emerging Market Reduce -10.9% 0.25% −0.01
ISRG Intuitive Surgical Inc. Reduce -1.1% 0.18% −0.01
FTCS First Trust Capital Strength Reduce -4.9% 6.58% −0.01
IVV iShares Core S&P 500 ETF Reduce -12.3% 0.03% −0.00
VLTO Veralto Corp. Reduce -30.7% 0.01% −0.00
NEE Nextera Energy Inc. Reduce -11.9% 0.03% −0.00
ARKK ARK Innovation ETF Sold out 0.00% −0.00
XPH SS SPDR S&P Pharma ETF Reduce -7.5% 0.08% −0.00
IXC iShares Global Energy ETF Reduce -16.1% 0.04% −0.00
TSLA Tesla Inc. Sold out 0.00% −0.00
APTV Aptiv PLC Sold out 0.00% −0.00
ALC Alcon Inc. Reduce -6.4% 0.02% +0.00
NEM Newmont Corp. Reduce -5.5% 0.04% +0.01
KO The Coca-Cola Co. Reduce -11.4% 0.23% +0.01
AMT American Tower Corp. Reduce -5.4% 0.09% +0.01
TIP iShares Tips Bond ETF Reduce -5.8% 1.38% +0.01
JNJ Johnson & Johnson Reduce -12.9% 1.26% +0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -1.3% 2.28% +0.07

Portfolio Buys Q4 2024 → Q1 2025
GLD SPDR Gold Shares Add +8.3% 5.17% +1.27
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 5.80% +1.00
MA Mastercard Inc. Class A Add +2.8% 3.01% +0.28
UNH Unitedhealth Group Inc. Add +27.1% 0.86% +0.22
V Visa Inc. Class A Add +2.9% 1.34% +0.20
CIBR First Trust Nasdaq Cybersecu Add +21.2% 1.03% +0.20
MCD McDonald's Corp. Add +5.0% 1.39% +0.20
URTH iShares MSCI World ETF Add +1.6% 5.79% +0.17
NFLX Netflix Inc. Add +11.4% 0.97% +0.16
GEHC GE Healthcare Technology Add +33.8% 0.50% +0.15
TMO Thermo Fisher Scientific Inc. Add +40.0% 0.53% +0.14
RSP Invesco S&P 500 Equal Weight Add +33.2% 0.54% +0.14
COST Costco Wholesale Corp. Add +12.0% 0.69% +0.11
EWG iShares MSCI Germany ETF New 0.10% +0.10
CB Chubb Ltd. Add +16.6% 0.29% +0.07
SOXX iShares Semiconductor ETF Add +17.5% 0.79% +0.04
XLF SS Financial Select Sector Add +37.5% 0.13% +0.04
FXI iShares China Large-Cap ETF Add +361.3% 0.05% +0.04
LHX L3HARRIS Technologies Inc. Add +21.9% 0.17% +0.03
NDAQ Nasdaq Inc. Add +5.3% 0.51% +0.03
STIP iShares 0-5 Year Tips Bond E Add +243.5% 0.04% +0.03
META Meta Platforms Inc. Class A Add +4.7% 0.38% +0.02
IP International Paper Co. New 0.02% +0.02
CRM Salesforce Inc. Add +25.4% 0.58% +0.02
CDNS Cadence Design SYS Inc. Add +26.2% 0.21% +0.02
PANW Palo Alto Networks Inc. Add +12.5% 0.21% +0.02
DXJ Wisdomtree Japan Hedged Eq Add +0.2% 0.52% +0.01
GS Goldman Sachs Group Inc. Add +3.5% 0.84% +0.01
NVDA Nvidia Corp. Add +16.8% 1.07% −0.03
SKYY First Trust Cloud Computing Add +8.7% 1.65% −0.07
AAPL Apple Inc. Add +2.8% 2.58% −0.17
AMZN Amazon.com Inc. Add +2.5% 1.86% −0.17
VGT Vanguard Info Tech ETF Add +0.0% 3.66% −0.42
GOOGL Alphabet Inc. Class A Add +1.6% 2.79% −0.48

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