Evelyn Partners Investment Management (Europe) Ltd Top Holdings and 13F Report (2026) About Evelyn Partners Investment Management (Europe) LtdInvestment ActivityEvelyn Partners Investment Management (Europe) Ltd has $290.60 million in total holdings as of March 31, 2026.Evelyn Partners Investment Management (Europe) Ltd owns shares of 187 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 1.72% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Evelyn Partners Investment Management (Europe) Ltd has purchased 185 new stocks and bought additional shares in 13 stocks.Evelyn Partners Investment Management (Europe) Ltd sold shares of 55 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Gold Shares $23,687,465CRH PLC $23,180,957iShares MSCI World ETF $18,892,199First Trust Capital Strength ETF $16,128,367SPDR S&P 500 ETF Trust $14,152,699 Largest New Holdings this Quarter G0593M107 - AstraZeneca $4,272,953 Holding35671D857 - Freeport-McMoRan $78,765 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $36,450 Holding941848103 - Waters $21,442 Holding024061103 - DAUCH CORP $783 Holding Largest Purchases this Quarter AstraZeneca 21,991 shares (about $4.27M)iShares MSCI World ETF 797 shares (about $143.48K)Invesco S&P 500 Equal Weight ETF 665 shares (about $127.63K)Freeport-McMoRan 1,340 shares (about $78.77K)The Goldman Sachs Group 84 shares (about $71.06K) Largest Sales this Quarter CRH PLC 6,331 shares (about $665.51K)UnitedHealth Group 2,225 shares (about $602.06K)Salesforce 3,047 shares (about $568.78K)First Trust Capital Strength ETF 5,917 shares (about $548.86K)Mastercard 786 shares (about $392.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvelyn Partners Investment Management (Europe) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$23,687,465$96,385 â–¼-0.4%55,0508.2%FinanceCRH PLC$23,180,957$665,515 â–¼-2.8%220,5198.0%ORDURTHiShares MSCI World ETF$18,892,199$143,476 â–²0.8%104,9456.5%ETFFTCSFirst Trust Capital Strength ETF$16,128,367$548,861 â–¼-3.3%173,8725.5%ETFSPYSPDR S&P 500 ETF Trust$14,152,699$247,780 â–¼-1.7%21,7624.9%FinanceBRK.BBerkshire Hathaway$13,507,690$87,214 â–¼-0.6%28,1884.6%FinanceVGTVanguard Information Technology ETF$12,120,792$179,314 â–¼-1.5%17,3724.2%ETFGOOGLAlphabet$11,391,977$182,888 â–¼-1.6%39,6163.9%Computer and TechnologyMSFTMicrosoft$10,756,030$199,151 â–¼-1.8%29,0573.7%Computer and TechnologySDYSPDR S&P Dividend ETF$10,496,297$293,339 â–¼-2.7%71,9223.6%ETFAAPLApple$6,981,509$45,428 â–¼-0.6%27,5092.4%Computer and TechnologyTOTALENERGIES SE$6,243,123$33,184 â–¼-0.5%66,7892.1%ACTLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,242,293$129,044 â–¼-2.0%57,2742.1%FinanceMAMastercard$5,838,527$392,733 â–¼-6.3%11,6852.0%Business ServicesAMZNAmazon.com$5,290,058$208 â–²0.0%25,4001.8%Retail/WholesaleNVDANVIDIA$4,522,366$70,283 â–¼-1.5%25,9311.6%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$4,465,716$164,696 â–¼-3.6%40,8351.5%ManufacturingJNJJohnson & Johnson$4,377,187$54,999 â–¼-1.2%17,9071.5%MedicalAZNCFAstraZeneca$4,272,953$4,272,953 â–²New Holding21,9911.5%MedicalFVDFirst Trust Value Line Dividend Index Fund$4,151,855$309,504 â–¼-6.9%88,2811.4%ETFJPMJPMorgan Chase & Co.$4,060,290$46,477 â–¼-1.1%13,8031.4%FinanceFDNFirst Trust Dow Jones Internet Index Fund$3,824,284$178,331 â–¼-4.5%16,3411.3%ETFSOXXiShares Semiconductor ETF$3,687,237$15,447 â–¼-0.4%11,2191.3%ETFGSThe Goldman Sachs Group$3,525,240$71,063 â–²2.1%4,1671.2%FinanceMCDMcDonald's$3,426,149$140,477 â–¼-3.9%11,0241.2%Retail/WholesaleTIPiShares TIPS Bond ETF$3,291,487$143,247 â–¼-4.2%29,8251.1%ETFBXBlackstone$3,163,950$55,425 â–¼-1.7%27,5151.1%FinanceSMURFIT WESTROCK PLC$3,035,096$111,779 â–¼-3.6%76,1631.0%SHSVVisa$2,949,560$46,545 â–¼-1.6%9,7591.0%Business ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$2,558,848$117,212 â–¼-4.4%40,8240.9%ManufacturingNFLXNetflix$2,539,322$115,380 â–¼-4.3%26,4100.9%Consumer DiscretionaryFIWFirst Trust Water ETF$2,432,012$278,554 â–¼-10.3%23,5820.8%ETFVOOVanguard S&P 500 ETF$2,072,901$3,585 â–²0.2%3,4690.7%ETFRSPInvesco S&P 500 Equal Weight ETF$1,845,119$127,627 â–²7.4%9,6140.6%ETFDXJWisdomTree Japan Hedged Equity Fund$1,820,181$37,266 â–¼-2.0%11,4780.6%FinanceQQQInvesco QQQ$1,811,191$30,013 â–¼-1.6%3,1380.6%FinanceQCLNFirst Trust NASDAQ Clean Edge Green Energy Index Fund$1,639,090$7,575 â–²0.5%35,2720.6%ETFBACBank of America$1,623,131$81,120 â–¼-4.8%33,2950.6%FinanceGOOGAlphabet$1,604,982$10,040 â–¼-0.6%5,5950.6%Computer and TechnologyCOSTCostco Wholesale$1,594,288$320,850 â–¼-16.8%1,6000.5%Retail/WholesaleNDAQNasdaq$1,576,153$2,716 â–²0.2%18,5670.5%FinanceBKNGBooking$1,443,409$168,328 â–¼-10.4%3430.5%Retail/WholesaleTMOThermo Fisher Scientific$1,308,453$41,780 â–¼-3.1%2,6620.5%MedicalMETAMeta Platforms$1,167,145$17,164 â–¼-1.4%2,0400.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$901,6510.0%2,6680.3%Computer and TechnologyCBChubb$888,8110.0%2,7270.3%FinanceSYKStryker$884,893$80,505 â–¼-8.3%2,6930.3%MedicalGEHCGE HealthCare Technologies$785,756$289,987 â–¼-27.0%11,0390.3%MedicalEEMiShares MSCI Emerging Markets ETF$769,050$18,173 â–¼-2.3%13,5420.3%FinanceQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$766,081$36,717 â–¼-4.6%3,5470.3%ManufacturingCLColgate-Palmolive$646,129$40,484 â–¼-5.9%7,5810.2%Consumer StaplesLINDE PLC$636,0600.0%1,2830.2%SHSEMLPFirst Trust North American Energy Infrastructure Fund$628,3110.0%14,3910.2%ETFHONHoneywell International$625,8770.0%2,7690.2%Multi-Sector ConglomeratesCOINCoinbase Global$622,659$20,080 â–¼-3.1%3,5660.2%FinancePGProcter & Gamble$620,370$50,698 â–¼-7.6%4,2950.2%Consumer StaplesKOCocaCola$597,9810.0%7,8630.2%Consumer StaplesXOMExxonMobil$577,6920.0%3,4050.2%EnergyLHXL3Harris Technologies$571,2230.0%1,6550.2%AerospaceWALMART INC$556,8990.0%4,4810.2%COMPEPPepsiCo$543,6700.0%3,5010.2%Consumer StaplesDHRDanaher$539,6020.0%2,8460.2%MedicalEWGiShares MSCI Germany ETF$529,753$26,500 â–²5.3%13,3540.2%ETFCDNSCadence Design Systems$511,559$101,978 â–¼-16.6%1,8410.2%Computer and TechnologyISRGIntuitive Surgical$481,274$12,447 â–²2.7%1,0440.2%MedicalPANWPalo Alto Networks$453,385$94,268 â–¼-17.2%2,8280.2%Computer and TechnologySPGIS&P Global$436,8240.0%1,0270.2%FinanceMKLMarkel Group$417,2670.0%2180.1%Multi-Sector ConglomeratesXLEEnergy Select Sector SPDR Fund$405,7860.0%6,6240.1%ETFCRMSalesforce$360,273$568,783 â–¼-61.2%1,9300.1%Computer and TechnologyABBVAbbVie$355,5960.0%1,6350.1%MedicalXLFFinancial Select Sector SPDR Fund$340,1590.0%6,8900.1%ETFCPCanadian Pacific Kansas City$332,7540.0%4,2300.1%TransportationVGKVanguard FTSE Europe ETF$315,954$49,376 â–²18.5%3,8330.1%ETFUNHUnitedHealth Group$314,155$602,063 â–¼-65.7%1,1610.1%MedicalMDLZMondelez International$309,5270.0%5,3700.1%Consumer StaplesDISWalt Disney$284,8030.0%2,9550.1%Consumer DiscretionaryZTSZoetis$270,7010.0%2,2900.1%MedicalMARMarriott International$248,573$78,497 â–¼-24.0%7600.1%Consumer DiscretionaryNEMNewmont$244,1040.0%2,2550.1%Basic MaterialsCCitigroup$239,862$48,199 â–¼-16.7%2,1150.1%Financial ServicesXPHSPDR S&P Pharmaceuticals ETF$229,8830.0%4,2500.1%ETFSPROTT ASSET MANAGEMENT LP$221,9490.0%9,1000.1%PHYSICAL SILVERSTIPiShares 0-5 Year TIPS Bond ETF$217,720$51,094 â–²30.7%2,1050.1%ETFVBVanguard Small-Cap ETF$209,5360.0%8000.1%ETFCVXChevron$198,6240.0%9600.1%EnergyIGMiShares Expanded Tech Sector ETF$191,9860.0%1,6200.1%ETFAMTAmerican Tower$182,5900.0%1,0580.1%FinanceFERGUSON ENTERPRISES INC$164,9150.0%7070.1%COMMON STOCK NEWRGLDRoyal Gold$155,7480.0%6120.1%Basic MaterialsAEMAgnico Eagle Mines$152,2730.0%7500.1%Basic MaterialsKIMBERLY-CLARK CORP$150,4930.0%1,5600.1%COMMSTRStrategy$149,7600.0%1,2000.1%Computer and TechnologyAGIAlamos Gold$146,7650.0%3,3000.1%Basic MaterialsUNILEVER PLC$141,7410.0%2,4880.0%SPON ADR NEWCATCaterpillar$141,6920.0%2000.0%IndustrialsNEENextEra Energy$135,9760.0%1,4640.0%UtilitiesPMPhilip Morris International$135,5790.0%8200.0%Consumer StaplesWFCWells Fargo & Company$135,0190.0%1,6960.0%FinanceBLACKROCK INC$129,8310.0%1350.0%COMShowing largest 100 holdings. 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