Evelyn Partners Investment Management (Europe) Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Evelyn Partners Investment Management (Europe) Ltd reported 184 stock positions worth $308.3 million. Its top holding was CRH (CRH) at 9.2% of the portfolio, followed by SPDR Gold Shares (GLD, 7.1%) and iShares MSCI World ETF (URTH, 6.3%). Compared with Q3 2025, it opened 7 new positions, sold out of 3, added to 36 and reduced 45. The biggest buy was a new position in First Trust Capital Strength (FTCS) and the biggest sale First Trust Water ETF (FIW, shares −88%).
- Most Recent 13F
- Q1 2026
- Location
- Dublin, L2
- CIK
- 0002065055
- Portfolio Value
- $308.3M (Q4 2025)
- SEC Filing
- 0001420506-26-000364 ↗ filed Feb 13, 2026
Holdings Value
Holdings 184 stocks · $308.3M
| CRH CRH PLC | 9.18% | 226,850 | $28.3M | Reduce -2.6% |
| GLD SPDR Gold Shares | 7.11% | 55,274 | $21.9M | Add +4.0% |
| URTH iShares MSCI World ETF | 6.28% | 104,148 | $19.3M | Add +1.4% |
| FTCS First Trust Capital Strength | 5.39% | 179,789 | $16.6M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.90% | 22,143 | $15.1M | Reduce -0.6% |
| MSFT Microsoft Corp. | 4.64% | 29,595 | $14.3M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.63% | 28,370 | $14.3M | Add +1.9% |
| VGT Vanguard Info Tech ETF | 4.31% | 17,629 | $13.3M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 4.09% | 40,252 | $12.6M | Reduce -2.8% |
| SDY SS SPDR S&P Dividend ETF | 3.34% | 73,932 | $10.3M | Reduce -2.3% |
| AAPL Apple Inc. | 2.44% | 27,688 | $7.5M | Reduce -3.2% |
| MA Mastercard Inc. Class A | 2.31% | 12,471 | $7.1M | Reduce -4.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.09% | 58,458 | $6.4M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.90% | 25,399 | $5.9M | Add +2.3% |
| SKYY First Trust Cloud Computing | 1.79% | 42,341 | $5.5M | New |
| NVDA Nvidia Corp. | 1.59% | 26,334 | $4.9M | Add +10.5% |
| FDN First Trust DJ Internet Ind | 1.49% | 17,103 | $4.6M | New |
| JPM JPMorgan Chase & Co. | 1.46% | 13,961 | $4.5M | Reduce -2.6% |
| TTE Totalenergies SE | 1.42% | 67,144 | $4.4M | New |
| FVD First Trust Value Line DVD | 1.42% | 94,862 | $4.4M | Reduce -4.6% |
| BX Blackstone Inc. | 1.40% | 27,997 | $4.3M | Reduce -7.2% |
| JNJ Johnson & Johnson | 1.22% | 18,132 | $3.8M | Reduce -3.3% |
| GS Goldman Sachs Group Inc. | 1.16% | 4,083 | $3.6M | Reduce -0.4% |
| MCD McDonald's Corp. | 1.14% | 11,476 | $3.5M | Add +4.3% |
| V Visa Inc. Class A | 1.13% | 9,913 | $3.5M | Add +4.1% |
| TIP iShares Tips Bond ETF | 1.11% | 31,123 | $3.4M | Reduce -4.6% |
| SOXX iShares Semiconductor ETF | 1.10% | 11,266 | $3.4M | Add +7.1% |
| SW Smurfit Westrock PLC | 0.99% | 78,968 | $3.1M | Reduce -8.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.99% | 42,694 | $3.1M | Add +9.4% |
| FIW First Trust Water ETF | 0.93% | 26,283 | $2.9M | Reduce -87.6% |
| NFLX Netflix Inc. | 0.84% | 27,610 | $2.6M | Add +9.9% |
| VOO Vanguard S&P 500 ETF | 0.70% | 3,463 | $2.2M | No change |
| BKNG Booking Holdings Inc. | 0.67% | 383 | $2.1M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 3,190 | $2.0M | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.62% | 34,959 | $1.9M | Reduce -2.2% |
| NDAQ Nasdaq Inc. | 0.58% | 18,535 | $1.8M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.57% | 5,630 | $1.8M | Reduce -2.3% |
| RSP Invesco S&P 500 Equal Weight | 0.56% | 8,949 | $1.7M | Add +2.9% |
| DXJ Wisdomtree Japan Hedged Eq | 0.55% | 11,713 | $1.7M | Reduce -4.9% |
| COST Costco Wholesale Corp. | 0.54% | 1,922 | $1.7M | Add +12.8% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 2,747 | $1.6M | Add +16.3% |
| QCLN First Trust Nasdaq Clean Edg | 0.51% | 35,109 | $1.6M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.44% | 2,070 | $1.4M | Add +13.7% |
| CRM Salesforce Inc. | 0.43% | 4,977 | $1.3M | Add +2.3% |
| GEHC GE Healthcare Technology | 0.40% | 15,113 | $1.2M | Add +17.7% |
| UNH Unitedhealth Group Inc. | 0.36% | 3,386 | $1.1M | Add +0.0% |
| SYK Stryker Corp. | 0.33% | 2,938 | $1.0M | Add +4.8% |
| QTEC First Trust Nasdq 100 Tech I | 0.28% | 3,717 | $856K | Reduce -6.1% |
| CB Chubb Ltd. | 0.28% | 2,727 | $851K | Add +5.2% |
| COIN Coinbase Global Inc. Class A | 0.27% | 3,681 | $832K | Add +4.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 2,668 | $811K | No change |
| EEM iShares MSCI Emerging Market | 0.25% | 13,862 | $758K | Reduce -3.1% |
| CDNS Cadence Design SYS Inc. | 0.22% | 2,208 | $690K | Add +1.9% |
| PG The Procter & Gamble Co. | 0.22% | 4,646 | $666K | Reduce -7.6% |
| DHR Danaher Corp. | 0.21% | 2,846 | $652K | Reduce -9.1% |
| CL Colgate-Palmolive Co. | 0.21% | 8,056 | $637K | Reduce -11.1% |
| PANW Palo Alto Networks Inc. | 0.20% | 3,416 | $629K | Add +1.8% |
| ISRG Intuitive Surgical Inc. | 0.19% | 1,017 | $576K | Add +3.0% |
| KO The Coca-Cola Co. | 0.18% | 7,863 | $550K | Reduce -1.3% |
| LIN Linde PLC | 0.18% | 1,283 | $547K | Reduce -13.3% |
| EMLP First Trust North American E | 0.18% | 14,391 | $545K | Add +5.3% |
| HON Honeywell International Inc. | 0.18% | 2,769 | $540K | Reduce -10.4% |
| EWG iShares MSCI Germany ETF | 0.17% | 12,686 | $539K | Add +1.4% |
| SPGI S&P Global Inc. | 0.17% | 1,027 | $537K | No change |
| PEP Pepsico Inc. | 0.16% | 3,501 | $502K | Reduce -10.3% |
| WMT Walmart Inc. | 0.16% | 4,481 | $499K | No change |
| LHX L3HARRIS Technologies Inc. | 0.16% | 1,655 | $486K | No change |
| MKL Markel Group Inc. | 0.15% | 218 | $469K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 3,405 | $410K | No change |
| XLF SS Financial Select Sector | 0.12% | 6,890 | $377K | No change |
| ABBV Abbvie Inc. | 0.12% | 1,635 | $374K | Reduce -7.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,955 | $336K | Reduce -4.8% |
| CP Canadian Pacific Kansas City | 0.10% | 4,230 | $311K | No change |
| MAR Marriott International Class A | 0.10% | 1,000 | $310K | No change |
| C Citigroup Inc. | 0.10% | 2,540 | $296K | Reduce -21.4% |
| XLE SS Energy Select Sector | 0.10% | 6,624 | $296K | No change |
| MDLZ Mondelez International Inc. Class A | 0.09% | 5,370 | $289K | No change |
| ZTS Zoetis Inc. | 0.09% | 2,290 | $288K | Reduce -17.8% |
| VGK Vanguard Ftse Europe ETF | 0.09% | 3,234 | $270K | No change |
| XPH SS SPDR S&P Pharma ETF | 0.08% | 4,250 | $238K | Reduce -8.1% |
| FLUT Flutter Entertainment PLC-Di | 0.08% | 1,083 | $233K | Add +8.4% |
| NEM Newmont Corp. | 0.07% | 2,255 | $225K | Add +11.2% |
| PSLV Sprott Physical Silver Trust | 0.07% | 9,100 | $215K | No change |
| IGM iShares Expanded Tech Sector | 0.07% | 1,620 | $209K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 800 | $206K | No change |
| ROP Roper Technologies Inc. | 0.07% | 450 | $200K | No change |
| AMT American Tower Corp. | 0.06% | 1,058 | $186K | No change |
| MSTR Strategy Inc. | 0.06% | 1,200 | $182K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.05% | 1,611 | $165K | Add +29.8% |
| UL Unilever PLC-Sponsored ADR | 0.05% | 2,488 | $163K | No change |
| BDX Becton Dickinson and Co. | 0.05% | 836 | $162K | Reduce -50.9% |
| WFC Wells Fargo & Co. | 0.05% | 1,696 | $158K | Reduce -5.2% |
| FERG Ferguson Enterprises Inc. | 0.05% | 707 | $157K | No change |
| KMB Kimberly-Clark Corp. | 0.05% | 1,560 | $157K | No change |
| CVX Chevron Corp. | 0.05% | 960 | $146K | Reduce -33.8% |
| BLK BlackRock Inc. | 0.05% | 135 | $144K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 470 | $139K | No change |
| RGLD Royal Gold Inc. | 0.04% | 612 | $136K | Add +74.9% |
| FXI iShares China Large-Cap ETF | 0.04% | 3,460 | $132K | No change |
| PM Philip Morris International | 0.04% | 820 | $132K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $136 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 7 | $136 | No change |
Total filed on the 13F, all lines: $308.3M.
Portfolio Sells Q3 2025 → Q4 2025
| FIW First Trust Water ETF | Reduce -87.6% | 0.93% | −6.11 |
| MSFT Microsoft Corp. | Reduce -2.5% | 4.64% | −0.81 |
| CRH CRH PLC | Reduce -2.6% | 9.18% | −0.49 |
| VGT Vanguard Info Tech ETF | Reduce -4.2% | 4.31% | −0.45 |
| BX Blackstone Inc. | Reduce -7.2% | 1.40% | −0.39 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.3% | 3.34% | −0.34 |
| SW Smurfit Westrock PLC | Reduce -8.4% | 0.99% | −0.28 |
| MA Mastercard Inc. Class A | Reduce -4.2% | 2.31% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 4.90% | −0.24 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.7% | 2.09% | −0.18 |
| FVD First Trust Value Line DVD | Reduce -4.6% | 1.42% | −0.17 |
| TIP iShares Tips Bond ETF | Reduce -4.6% | 1.11% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 1.46% | −0.11 |
| AAPL Apple Inc. | Reduce -3.2% | 2.44% | −0.08 |
| LIN Linde PLC | Reduce -13.3% | 0.18% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -50.9% | 0.05% | −0.06 |
| BKNG Booking Holdings Inc. | Reduce -0.5% | 0.67% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -7.6% | 0.22% | −0.05 |
| HON Honeywell International Inc. | Reduce -10.4% | 0.18% | −0.05 |
| ZTS Zoetis Inc. | Reduce -17.8% | 0.09% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -11.1% | 0.21% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 0.64% | −0.04 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -6.1% | 0.28% | −0.04 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -45.9% | 0.04% | −0.04 |
| CVX Chevron Corp. | Reduce -33.8% | 0.05% | −0.03 |
| PEP Pepsico Inc. | Reduce -10.3% | 0.16% | −0.03 |
| ABBV Abbvie Inc. | Reduce -7.1% | 0.12% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -3.1% | 0.25% | −0.02 |
| SAND Sandstorm Gold Ltd. | Sold out | 0.00% | −0.02 |
| C Citigroup Inc. | Reduce -21.4% | 0.10% | −0.02 |
| BAC Bank of America Corp. | Reduce -2.2% | 0.62% | −0.02 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.11% | −0.01 |
| DOLE Dole PLC | Sold out | 0.00% | −0.01 |
| SOLS Solstice Adv Materials Inc. | Reduce -73.6% | 0.00% | −0.01 |
| IP International Paper Co. | Reduce -41.9% | 0.01% | −0.01 |
| AMRZ Amrize Ltd. | Sold out | 0.00% | −0.01 |
| ALC Alcon Inc. | Reduce -33.3% | 0.01% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.18% | −0.00 |
| DHR Danaher Corp. | Reduce -9.1% | 0.21% | −0.00 |
| VLTO Veralto Corp. | Reduce -16.9% | 0.01% | −0.00 |
| NKE Nike Inc. Class B | Reduce -63.1% | 0.00% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -5.2% | 0.05% | −0.00 |
| XPH SS SPDR S&P Pharma ETF | Reduce -8.1% | 0.08% | +0.00 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -4.9% | 0.55% | +0.00 |
| JNJ Johnson & Johnson | Reduce -3.3% | 1.22% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.4% | 1.16% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 0.57% | +0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 4.09% | +0.60 |
Portfolio Buys Q3 2025 → Q4 2025
| FTCS First Trust Capital Strength | New | 5.39% | +5.39 |
| SKYY First Trust Cloud Computing | New | 1.79% | +1.79 |
| FDN First Trust DJ Internet Ind | New | 1.49% | +1.49 |
| TTE Totalenergies SE | New | 1.42% | +1.42 |
| GLD SPDR Gold Shares | Add +4.0% | 7.11% | +0.56 |
| TMO Thermo Fisher Scientific Inc. | Add +16.3% | 0.52% | +0.12 |
| SOXX iShares Semiconductor ETF | Add +7.1% | 1.10% | +0.11 |
| GEHC GE Healthcare Technology | Add +17.7% | 0.40% | +0.07 |
| NVDA Nvidia Corp. | Add +10.5% | 1.59% | +0.05 |
| MICC The Magnum Ice Cream Co. NV | Add +1180.4% | 0.04% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +3.0% | 0.19% | +0.03 |
| CRM Salesforce Inc. | Add +2.3% | 0.43% | +0.03 |
| NDAQ Nasdaq Inc. | Add +1.9% | 0.58% | +0.03 |
| CB Chubb Ltd. | Add +5.2% | 0.28% | +0.02 |
| RGLD Royal Gold Inc. | Add +74.9% | 0.04% | +0.02 |
| RACE Ferrari NV | New | 0.02% | +0.02 |
| CME Cme Group Inc. | Add +457.1% | 0.02% | +0.01 |
| NEM Newmont Corp. | Add +11.2% | 0.07% | +0.01 |
| AMZN Amazon.com Inc. | Add +2.3% | 1.90% | +0.01 |
| IBKR Interactive Brokers Gro Class A | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +34.4% | 0.04% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +29.8% | 0.05% | +0.01 |
| QCLN First Trust Nasdaq Clean Edg | Add +2.3% | 0.51% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +24.5% | 0.04% | +0.01 |
| APH Amphenol Corp. Class A | Add +30.7% | 0.01% | +0.00 |
| V Visa Inc. Class A | Add +4.1% | 1.13% | +0.00 |
| EMLP First Trust North American E | Add +5.3% | 0.18% | −0.00 |
| EWG iShares MSCI Germany ETF | Add +1.4% | 0.17% | −0.01 |
| COST Costco Wholesale Corp. | Add +12.8% | 0.54% | −0.01 |
| FLUT Flutter Entertainment PLC-Di | Add +8.4% | 0.08% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +2.9% | 0.56% | −0.02 |
| META Meta Platforms Inc. Class A | Add +13.7% | 0.44% | −0.02 |
| MCD McDonald's Corp. | Add +4.3% | 1.14% | −0.02 |
| SYK Stryker Corp. | Add +4.8% | 0.33% | −0.02 |
| PANW Palo Alto Networks Inc. | Add +1.8% | 0.20% | −0.03 |
| CIBR First Trust Nasdaq Cybersecu | Add +9.4% | 0.99% | −0.04 |
| CDNS Cadence Design SYS Inc. | Add +1.9% | 0.22% | −0.04 |
| UNH Unitedhealth Group Inc. | Add +0.0% | 0.36% | −0.04 |
| COIN Coinbase Global Inc. Class A | Add +4.0% | 0.27% | −0.14 |
| URTH iShares MSCI World ETF | Add +1.4% | 6.28% | −0.19 |
| NFLX Netflix Inc. | Add +9.9% | 0.84% | −0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 4.63% | −0.22 |
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 |