Evelyn Partners Investment Management (Europe) Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed November 26, 2025), Evelyn Partners Investment Management (Europe) Ltd reported 183 stock positions worth $278.6 million. Its top holding was CRH (CRH) at 7.8% of the portfolio, followed by First Trust Capital Strength (FTCS, 6.3%) and iShares MSCI World ETF (URTH, 6.2%). Compared with Q1 2025, it opened 1 new position, sold out of 5, added to 9 and reduced 53. The biggest buy was Vanguard Info Tech ETF (VGT, shares +2%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −4%).

Most Recent 13F
Q1 2026
Location
Dublin, L2
CIK
0002065055
Portfolio Value
$278.6M (Q2 2025)
SEC Filing
0001420506-25-003505 ↗ filed Nov 26, 2025

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 $278.6M Q2 2025 Q3 2025: $288.6M Q3 2025 Q4 2025: $308.3M Q4 2025 Q1 2026: $290.6M Q1 2026

Holdings 183 stocks · $278.6M
CRH CRH PLC 7.81% 236,878 $21.7M Reduce -5.8%
FTCS First Trust Capital Strength 6.28% 192,518 $17.5M Reduce -1.8%
URTH iShares MSCI World ETF 6.16% 101,279 $17.2M Add +0.3%
MSFT Microsoft Corp. 6.09% 34,094 $17.0M Reduce -2.5%
GLD SPDR Gold Shares 5.19% 47,415 $14.5M Reduce -1.1%
BRK.B Berkshire Hathaway Inc. Class B 4.87% 27,939 $13.6M Reduce -3.9%
SPY SS SPDR S&P 500 ETF Trust-US 4.83% 21,793 $13.5M Reduce -1.4%
VGT Vanguard Info Tech ETF 4.37% 18,359 $12.2M Add +1.8%
SDY SS SPDR S&P Dividend ETF 3.84% 78,799 $10.7M Reduce -5.1%
GOOGL Alphabet Inc. Class A 2.98% 47,053 $8.3M Reduce -2.5%
MA Mastercard Inc. Class A 2.85% 14,124 $7.9M Reduce -3.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.23% 56,712 $6.2M Add +1.1%
AAPL Apple Inc. 2.16% 29,344 $6.0M Reduce -5.5%
AMZN Amazon.com Inc. 1.99% 25,259 $5.5M Reduce -3.3%
FDN First Trust DJ Internet Ind 1.87% 19,379 $5.2M Reduce -3.4%
BX Blackstone Inc. 1.83% 34,017 $5.1M Reduce -4.1%
SKYY First Trust Cloud Computing 1.79% 40,939 $5.0M Reduce -5.1%
FVD First Trust Value Line DVD 1.59% 98,928 $4.4M Reduce -2.6%
JPM JPMorgan Chase & Co. 1.51% 14,557 $4.2M Reduce -3.5%
NVDA Nvidia Corp. 1.41% 24,799 $3.9M Reduce -6.3%
SW Smurfit Westrock PLC 1.39% 89,739 $3.9M Reduce -4.8%
TIP iShares Tips Bond ETF 1.32% 33,522 $3.7M Add +0.8%
NFLX Netflix Inc. 1.23% 2,563 $3.4M Reduce -7.9%
V Visa Inc. Class A 1.23% 9,654 $3.4M Reduce -5.5%
MCD McDonald's Corp. 1.17% 11,187 $3.3M Reduce -5.9%
FIW First Trust Water ETF 1.10% 28,292 $3.1M Reduce -5.7%
GS Goldman Sachs Group Inc. 1.05% 4,125 $2.9M Add +0.2%
CIBR First Trust Nasdaq Cybersecu 1.05% 38,625 $2.9M Reduce -11.7%
JNJ Johnson & Johnson 1.04% 18,895 $2.9M Reduce -6.6%
SOXX iShares Semiconductor ETF 0.88% 10,253 $2.4M Reduce -8.1%
BKNG Booking Holdings Inc. 0.81% 388 $2.2M Reduce -1.3%
VOO Vanguard S&P 500 ETF 0.71% 3,463 $2.0M No change
QQQ Invesco QQQ Trust Series 1 0.64% 3,252 $1.8M Reduce -1.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.64% 37,409 $1.8M Reduce -1.3%
COST Costco Wholesale Corp. 0.62% 1,735 $1.7M Reduce -11.0%
RSP Invesco S&P 500 Equal Weight 0.56% 8,606 $1.6M Add +2.5%
NDAQ Nasdaq Inc. 0.56% 17,427 $1.6M Reduce -3.0%
DXJ Wisdomtree Japan Hedged Eq 0.51% 12,322 $1.4M Reduce -2.0%
CRM Salesforce Inc. 0.48% 4,935 $1.3M Reduce -14.3%
META Meta Platforms Inc. Class A 0.47% 1,764 $1.3M Reduce -0.1%
UNH Unitedhealth Group Inc. 0.45% 4,022 $1.3M Reduce -8.2%
SYK Stryker Corp. 0.41% 2,914 $1.2M Reduce -0.7%
QCLN First Trust Nasdaq Clean Edg 0.41% 35,179 $1.2M No change
GOOG Alphabet Inc. Class C 0.38% 6,000 $1.1M Reduce -4.4%
GEHC GE Healthcare Technology 0.37% 14,082 $1.0M Reduce -14.3%
TMO Thermo Fisher Scientific Inc. 0.36% 2,478 $1.0M Reduce -12.2%
QTEC First Trust Nasdq 100 Tech I 0.31% 4,032 $858K Reduce -4.3%
PG The Procter & Gamble Co. 0.30% 5,281 $841K Reduce -5.5%
CL Colgate-Palmolive Co. 0.30% 9,061 $824K Reduce -10.9%
HON Honeywell International Inc. 0.28% 3,309 $771K No change
LIN Linde PLC 0.27% 1,600 $751K Reduce -6.4%
CB Chubb Ltd. 0.26% 2,523 $731K No change
EEM iShares MSCI Emerging Market 0.25% 14,692 $709K Reduce -2.2%
CDNS Cadence Design SYS Inc. 0.24% 2,167 $668K No change
PANW Palo Alto Networks Inc. 0.24% 3,247 $664K No change
DHR Danaher Corp. 0.23% 3,192 $631K No change
TSM Taiwan Semiconductor-SP ADR 0.22% 2,668 $604K No change
KO The Coca-Cola Co. 0.20% 7,963 $563K Reduce -9.1%
LHX L3HARRIS Technologies Inc. 0.20% 2,225 $558K No change
SPGI S&P Global Inc. 0.19% 1,027 $542K Add +3.0%
ISRG Intuitive Surgical Inc. 0.19% 987 $536K No change
EMLP First Trust North American E 0.19% 14,251 $535K No change
PEP Pepsico Inc. 0.19% 4,015 $530K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.17% 1,200 $485K No change
EWG iShares MSCI Germany ETF 0.17% 11,113 $470K Add +51.4%
ZTS Zoetis Inc. 0.16% 2,925 $456K No change
WMT Walmart Inc. 0.16% 4,481 $438K No change
MKL Markel Group Inc. 0.16% 218 $435K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 3,285 $407K Reduce -1.6%
MDLZ Mondelez International Inc. Class A 0.15% 6,020 $406K Reduce -13.1%
XOM Exxon Mobil Corp. 0.13% 3,405 $367K No change
XLF SS Financial Select Sector 0.13% 6,890 $361K No change
CP Canadian Pacific Kansas City 0.12% 4,230 $336K No change
ABBV Abbvie Inc. 0.12% 1,760 $327K No change
BDX Becton Dickinson and Co. 0.11% 1,735 $299K Reduce -28.8%
C Citigroup Inc. 0.11% 3,505 $298K Reduce -5.4%
FLUT Flutter Entertainment PLC-Di 0.10% 999 $285K Reduce -8.5%
XLE SS Energy Select Sector 0.10% 3,312 $281K No change
MAR Marriott International Class A 0.10% 1,000 $273K No change
VGK Vanguard Ftse Europe ETF 0.09% 3,057 $237K No change
AMT American Tower Corp. 0.08% 1,058 $234K No change
CVX Chevron Corp. 0.07% 1,450 $208K No change
IVOO Vanguard S&P Mid-Cap 400 ETF 0.07% 1,919 $201K No change
KMB Kimberly-Clark Corp. 0.07% 1,560 $201K No change
XPH SS SPDR S&P Pharma ETF 0.07% 4,925 $200K No change
VB Vanguard Most SM-Cap ETF-Usd 0.07% 800 $190K No change
IGM iShares Expanded Tech Sector 0.07% 1,620 $182K No change
UL Unilever PLC 0.06% 2,800 $171K No change
FERG Ferguson Enterprises Inc. 0.06% 707 $154K No change
PM Philip Morris International 0.05% 820 $149K No change
WFC Wells Fargo & Co. 0.05% 1,788 $143K No change
BLK BlackRock Inc. 0.05% 135 $142K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 470 $139K No change
STIP iShares 0-5 Year Tips Bond E 0.05% 1,241 $128K Add +34.3%
FXI iShares China Large-Cap ETF 0.05% 3,460 $127K No change
NEM Newmont Corp. 0.04% 2,028 $118K No change
RCL Royal Caribbean Cruises Ltd. 0.04% 375 $117K No change
PSLV Sprott Physical Silver Trust 0.04% 9,100 $111K No change
IXC iShares Global Energy ETF 0.04% 2,804 $110K No change
RBLX Roblox Corp. Class A 0.04% 1,000 $105K No change
EWJ iShares MSCI Japan ETF 0.04% 1,345 $101K No change
IJR iShares Core S&P Small-Cap E 0.04% 900 $98K No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.03% 1,650 $95K No change
AER Aercap Holdings NV 0.03% 795 $93K No change
ABT Abbott Laboratories 0.03% 675 $92K No change
AEM Agnico Eagle Mines Ltd. 0.03% 750 $89K No change
IVV iShares Core S&P 500 ETF 0.03% 143 $89K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 310 $88K No change
ADBE Adobe Inc. 0.03% 228 $88K No change
AGI Alamos Gold Inc. Class A 0.03% 3,300 $88K No change
PHYS Sprott Physical Gold Trust 0.03% 3,250 $82K No change
TRI Thomson Reuters Corp. 0.03% 393 $79K No change
CAT Caterpillar Inc. 0.03% 200 $78K Reduce -33.3%
FDX FedEx Corp. 0.03% 338 $77K No change
APD Air Products & Chemicals Inc. 0.03% 270 $76K Reduce -14.3%
NEE Nextera Energy Inc. 0.03% 1,089 $76K No change
KDP Keurig Dr Pepper Inc. 0.03% 2,225 $74K No change
ACN Accenture PLC Class A 0.03% 245 $73K No change
NKE Nike Inc. Class B 0.03% 997 $71K No change
OXY Occidental Petroleum Corp. 0.02% 1,641 $69K No change
VPL Vanguard Ftse Pacific ETF 0.02% 792 $65K No change
RGLD Royal Gold Inc. 0.02% 350 $62K No change
CME Cme Group Inc. 0.02% 195 $54K No change
SBUX Starbucks Corp. 0.02% 580 $53K No change
ALC Alcon Inc. filed as ALCON AG 0.02% 600 $53K No change
IP International Paper Co. 0.02% 1,071 $50K No change
VGSH Vanguard Short-Term Treasury 0.02% 743 $44K No change
VWO Vanguard Ftse Emerging Marke 0.01% 822 $41K No change
IYC iShares US Consumer Discreti 0.01% 400 $40K No change
MO Altria Group Inc. 0.01% 678 $40K No change
SAND Sandstorm Gold Ltd. 0.01% 4,200 $40K No change
AG First Majestic Silver Corp. 0.01% 4,700 $39K No change
SGDM Sprott Gold Miners ETF 0.01% 848 $38K No change
DOLE Dole PLC 0.01% 2,614 $37K Reduce -39.6%
DPZ Domino's Pizza Inc. 0.01% 81 $36K No change
ZG Zillow Group Inc. Class A 0.01% 500 $34K No change
VZ Verizon Communications Inc. 0.01% 765 $33K No change
RY Royal Bank of Canada 0.01% 250 $33K No change
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.01% 450 $32K No change
LOGI Logitech International-Reg 0.01% 350 $32K No change
IVW iShares S&P 500 Growth ETF 0.01% 285 $31K No change
PYPL PayPal Holdings Inc. 0.01% 416 $31K No change
LVS Las Vegas Sands Corp. 0.01% 690 $30K No change
IEX Idex Corp. 0.01% 170 $30K No change
COIN Coinbase Global Inc. Class A 0.01% 83 $29K No change
DVN Devon Energy Corp. 0.01% 901 $29K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.01% 317 $26K No change
UPS United Parcel Service Class B 0.01% 250 $25K No change
VLTO Veralto Corp. 0.01% 242 $24K No change
XLV SS Health Care Select Sector 0.01% 170 $23K No change
AU Anglogold Ashanti PLC 0.01% 500 $23K No change
BUR Burford Capital Ltd. 0.01% 1,904 $22K No change
MAG Mag Silver Corp. 0.01% 1,000 $21K No change
AMRZ Amrize Ltd. 0.01% 410 $20K New
DVY iShares Select Dividend ETF 0.01% 150 $20K No change
KBE SS SPDR S&P Bank ETF 0.01% 355 $20K No change
MANU Manchester United PLC Class A 0.01% 985 $18K No change
VMC Vulcan Materials Co. 0.01% 67 $17K No change
NIO Nio Inc. - ADR 0.01% 5,000 $17K No change
PFE Pfizer Inc. 0.01% 625 $15K No change
ICLR Icon PLC 0.01% 100 $15K No change
AMD Advanced Micro Devices 0.01% 100 $14K No change
EPP iShares MSCI Pacific Ex Japa 0.00% 267 $13K No change
NG Novagold Resources Inc. 0.00% 3,200 $13K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.00% 353 $12K No change
CLSK Cleanspark Inc. 0.00% 900 $10K No change
TMUS T-Mobile US Inc. 0.00% 40 $10K No change
INTU Intuit Inc. 0.00% 10 $8K No change
MDT Medtronic PLC 0.00% 88 $8K No change
MRK Merck & Co. Inc. 0.00% 87 $7K No change
RIOT Riot Platforms Inc. 0.00% 600 $7K No change
FSM Fortuna Mining Corp. 0.00% 1,000 $7K No change
BABA Alibaba Group Holding-SP ADR 0.00% 50 $6K No change
PAAS Pan American Silver Corp. 0.00% 192 $5K No change
JXN Jackson Financial Inc. Class A 0.00% 51 $5K Reduce -45.7%
SBSW Sibanye-Stillwater Ltd.-ADR 0.00% 600 $4K No change
KLG WK Kellogg Co. 0.00% 199 $3K No change
XLRE SS Real Estate Select Sector 0.00% 58 $2K No change
PJT PJT Partners Inc. Class A 0.00% 13 $2K No change
LND Brasilagro-Cia Bra - SPN ADR 0.00% 183 $701 No change
VTRS Viatris Inc. 0.00% 71 $634 No change
OGN Organon & Co. 0.00% 23 $223 No change
GTE Gran Tierra Energy Inc. 0.00% 1 $5 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $5K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 246$5KNo change

Total filed on the 13F, all lines: $278.6M.

Portfolio Sells Q1 2025 → Q2 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.9% 4.87% −0.92
CRH CRH PLC Reduce -5.8% 7.81% −0.47
AAPL Apple Inc. Reduce -5.5% 2.16% −0.42
UNH Unitedhealth Group Inc. Reduce -8.2% 0.45% −0.41
SDY SS SPDR S&P Dividend ETF Reduce -5.1% 3.84% −0.38
FTCS First Trust Capital Strength Reduce -1.8% 6.28% −0.30
JNJ Johnson & Johnson Reduce -6.6% 1.04% −0.22
MCD McDonald's Corp. Reduce -5.9% 1.17% −0.22
SW Smurfit Westrock PLC Reduce -4.8% 1.39% −0.20
TMO Thermo Fisher Scientific Inc. Reduce -12.2% 0.36% −0.17
MA Mastercard Inc. Class A Reduce -3.8% 2.85% −0.16
GEHC GE Healthcare Technology Reduce -14.3% 0.37% −0.12
V Visa Inc. Class A Reduce -5.5% 1.23% −0.11
FVD First Trust Value Line DVD Reduce -2.6% 1.59% −0.11
BDX Becton Dickinson and Co. Reduce -28.8% 0.11% −0.10
CRM Salesforce Inc. Reduce -14.3% 0.48% −0.10
WY Weyerhaeuser Co. Sold out 0.00% −0.08
COST Costco Wholesale Corp. Reduce -11.0% 0.62% −0.07
CL Colgate-Palmolive Co. Reduce -10.9% 0.30% −0.06
PG The Procter & Gamble Co. Reduce -5.5% 0.30% −0.05
FIW First Trust Water ETF Reduce -5.7% 1.10% −0.03
KO The Coca-Cola Co. Reduce -9.1% 0.20% −0.03
MDLZ Mondelez International Inc. Class A Reduce -13.1% 0.15% −0.03
BX Blackstone Inc. Reduce -4.1% 1.83% −0.03
LIN Linde PLC Reduce -6.4% 0.27% −0.03
DXJ Wisdomtree Japan Hedged Eq Reduce -2.0% 0.51% −0.01
DOLE Dole PLC Reduce -39.6% 0.01% −0.01
CAT Caterpillar Inc. Reduce -33.3% 0.03% −0.01
KW Kennedy-Wilson Holdings Inc. Sold out 0.00% −0.01
APD Air Products & Chemicals Inc. Reduce -14.3% 0.03% −0.01
ARKQ ARK Autonomous Tech & Robot Sold out 0.00% −0.01
ADSK Autodesk Inc. Sold out 0.00% −0.00
JXN Jackson Financial Inc. Class A Reduce -45.7% 0.00% −0.00
GAN Gan Ltd. Sold out 0.00% −0.00
SYK Stryker Corp. Reduce -0.7% 0.41% +0.01
EEM iShares MSCI Emerging Market Reduce -2.2% 0.25% +0.01
C Citigroup Inc. Reduce -5.4% 0.11% +0.01
FLUT Flutter Entertainment PLC-Di Reduce -8.5% 0.10% +0.01
GOOG Alphabet Inc. Class C Reduce -4.4% 0.38% +0.02
CIBR First Trust Nasdaq Cybersecu Reduce -11.7% 1.05% +0.02
GLD SPDR Gold Shares Reduce -1.1% 5.19% +0.02
DIS The Walt Disney Co. Reduce -1.6% 0.15% +0.02
QTEC First Trust Nasdq 100 Tech I Reduce -4.3% 0.31% +0.03
BAC Bank of America Corp. Reduce -1.3% 0.64% +0.04
NDAQ Nasdaq Inc. Reduce -3.0% 0.56% +0.05
QQQ Invesco QQQ Trust Series 1 Reduce -1.7% 0.64% +0.06
META Meta Platforms Inc. Class A Reduce -0.1% 0.47% +0.09
SOXX iShares Semiconductor ETF Reduce -8.1% 0.88% +0.09
AMZN Amazon.com Inc. Reduce -3.3% 1.99% +0.13
BKNG Booking Holdings Inc. Reduce -1.3% 0.81% +0.13

Portfolio Buys Q1 2025 → Q2 2025
VGT Vanguard Info Tech ETF Add +1.8% 4.37% +0.71
URTH iShares MSCI World ETF Add +0.3% 6.16% +0.37
GS Goldman Sachs Group Inc. Add +0.2% 1.05% +0.21
EWG iShares MSCI Germany ETF Add +51.4% 0.17% +0.07
RSP Invesco S&P 500 Equal Weight Add +2.5% 0.56% +0.02
STIP iShares 0-5 Year Tips Bond E Add +34.3% 0.05% +0.01
AMRZ Amrize Ltd. New 0.01% +0.01
SPGI S&P Global Inc. Add +3.0% 0.19% +0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +1.1% 2.23% −0.05
TIP iShares Tips Bond ETF Add +0.8% 1.32% −0.06

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