Evelyn Partners Investment Management (Europe) Ltd Top Holdings and 13F Report (2026)

About Evelyn Partners Investment Management (Europe) Ltd

Investment Activity

Evelyn 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: $23,687,465
CRH PLC: $23,180,957
iShares MSCI World ETF: $18,892,199
First Trust Capital Strength ETF: $16,128,367
SPDR S&P 500 ETF Trust: $14,152,699

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $4,272,953 Holding
35671D857 - Freeport-McMoRan: $78,765 Holding
866966104 - SUNBELT RENTALS HOLDINGS INC: $36,450 Holding
941848103 - Waters: $21,442 Holding
024061103 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GLD SPDR Gold Shares	$23,687,465	$96,385 â–¼	-0.4%	55,050	8.2%	Finance
CRH PLC	$23,180,957	$665,515 â–¼	-2.8%	220,519	8.0%	ORD
URTH iShares MSCI World ETF	$18,892,199	$143,476 â–²	0.8%	104,945	6.5%	ETF
FTCS First Trust Capital Strength ETF	$16,128,367	$548,861 â–¼	-3.3%	173,872	5.5%	ETF
SPY SPDR S&P 500 ETF Trust	$14,152,699	$247,780 â–¼	-1.7%	21,762	4.9%	Finance
BRK.B Berkshire Hathaway	$13,507,690	$87,214 â–¼	-0.6%	28,188	4.6%	Finance
VGT Vanguard Information Technology ETF	$12,120,792	$179,314 â–¼	-1.5%	17,372	4.2%	ETF
GOOGL Alphabet	$11,391,977	$182,888 â–¼	-1.6%	39,616	3.9%	Computer and Technology
MSFT Microsoft	$10,756,030	$199,151 â–¼	-1.8%	29,057	3.7%	Computer and Technology
SDY SPDR S&P Dividend ETF	$10,496,297	$293,339 â–¼	-2.7%	71,922	3.6%	ETF
AAPL Apple	$6,981,509	$45,428 â–¼	-0.6%	27,509	2.4%	Computer and Technology
TOTALENERGIES SE	$6,243,123	$33,184 â–¼	-0.5%	66,789	2.1%	ACT
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$6,242,293	$129,044 â–¼	-2.0%	57,274	2.1%	Finance
MA Mastercard	$5,838,527	$392,733 â–¼	-6.3%	11,685	2.0%	Business Services
AMZN Amazon.com	$5,290,058	$208 â–²	0.0%	25,400	1.8%	Retail/Wholesale
NVDA NVIDIA	$4,522,366	$70,283 â–¼	-1.5%	25,931	1.6%	Computer and Technology
SKYY First Trust Cloud Computing ETF	$4,465,716	$164,696 â–¼	-3.6%	40,835	1.5%	Manufacturing
JNJ Johnson & Johnson	$4,377,187	$54,999 â–¼	-1.2%	17,907	1.5%	Medical
AZNCF AstraZeneca	$4,272,953	$4,272,953 â–²	New Holding	21,991	1.5%	Medical
FVD First Trust Value Line Dividend Index Fund	$4,151,855	$309,504 â–¼	-6.9%	88,281	1.4%	ETF
JPM JPMorgan Chase & Co.	$4,060,290	$46,477 â–¼	-1.1%	13,803	1.4%	Finance
FDN First Trust Dow Jones Internet Index Fund	$3,824,284	$178,331 â–¼	-4.5%	16,341	1.3%	ETF
SOXX iShares Semiconductor ETF	$3,687,237	$15,447 â–¼	-0.4%	11,219	1.3%	ETF
GS The Goldman Sachs Group	$3,525,240	$71,063 â–²	2.1%	4,167	1.2%	Finance
MCD McDonald's	$3,426,149	$140,477 â–¼	-3.9%	11,024	1.2%	Retail/Wholesale
TIP iShares TIPS Bond ETF	$3,291,487	$143,247 â–¼	-4.2%	29,825	1.1%	ETF
BX Blackstone	$3,163,950	$55,425 â–¼	-1.7%	27,515	1.1%	Finance
SMURFIT WESTROCK PLC	$3,035,096	$111,779 â–¼	-3.6%	76,163	1.0%	SHS
V Visa	$2,949,560	$46,545 â–¼	-1.6%	9,759	1.0%	Business Services
CIBR First Trust Nasdaq Cybersecurity ETF	$2,558,848	$117,212 â–¼	-4.4%	40,824	0.9%	Manufacturing
NFLX Netflix	$2,539,322	$115,380 â–¼	-4.3%	26,410	0.9%	Consumer Discretionary
FIW First Trust Water ETF	$2,432,012	$278,554 â–¼	-10.3%	23,582	0.8%	ETF
VOO Vanguard S&P 500 ETF	$2,072,901	$3,585 â–²	0.2%	3,469	0.7%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,845,119	$127,627 â–²	7.4%	9,614	0.6%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$1,820,181	$37,266 â–¼	-2.0%	11,478	0.6%	Finance
QQQ Invesco QQQ	$1,811,191	$30,013 â–¼	-1.6%	3,138	0.6%	Finance
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund	$1,639,090	$7,575 â–²	0.5%	35,272	0.6%	ETF
BAC Bank of America	$1,623,131	$81,120 â–¼	-4.8%	33,295	0.6%	Finance
GOOG Alphabet	$1,604,982	$10,040 â–¼	-0.6%	5,595	0.6%	Computer and Technology
COST Costco Wholesale	$1,594,288	$320,850 â–¼	-16.8%	1,600	0.5%	Retail/Wholesale
NDAQ Nasdaq	$1,576,153	$2,716 â–²	0.2%	18,567	0.5%	Finance
BKNG Booking	$1,443,409	$168,328 â–¼	-10.4%	343	0.5%	Retail/Wholesale
TMO Thermo Fisher Scientific	$1,308,453	$41,780 â–¼	-3.1%	2,662	0.5%	Medical
META Meta Platforms	$1,167,145	$17,164 â–¼	-1.4%	2,040	0.4%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$901,651		0.0%	2,668	0.3%	Computer and Technology
CB Chubb	$888,811		0.0%	2,727	0.3%	Finance
SYK Stryker	$884,893	$80,505 â–¼	-8.3%	2,693	0.3%	Medical
GEHC GE HealthCare Technologies	$785,756	$289,987 â–¼	-27.0%	11,039	0.3%	Medical
EEM iShares MSCI Emerging Markets ETF	$769,050	$18,173 â–¼	-2.3%	13,542	0.3%	Finance
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$766,081	$36,717 â–¼	-4.6%	3,547	0.3%	Manufacturing
CL Colgate-Palmolive	$646,129	$40,484 â–¼	-5.9%	7,581	0.2%	Consumer Staples
LINDE PLC	$636,060		0.0%	1,283	0.2%	SHS
EMLP First Trust North American Energy Infrastructure Fund	$628,311		0.0%	14,391	0.2%	ETF
HON Honeywell International	$625,877		0.0%	2,769	0.2%	Multi-Sector Conglomerates
COIN Coinbase Global	$622,659	$20,080 â–¼	-3.1%	3,566	0.2%	Finance
PG Procter & Gamble	$620,370	$50,698 â–¼	-7.6%	4,295	0.2%	Consumer Staples
KO CocaCola	$597,981		0.0%	7,863	0.2%	Consumer Staples
XOM ExxonMobil	$577,692		0.0%	3,405	0.2%	Energy
LHX L3Harris Technologies	$571,223		0.0%	1,655	0.2%	Aerospace
WALMART INC	$556,899		0.0%	4,481	0.2%	COM
PEP PepsiCo	$543,670		0.0%	3,501	0.2%	Consumer Staples
DHR Danaher	$539,602		0.0%	2,846	0.2%	Medical
EWG iShares MSCI Germany ETF	$529,753	$26,500 â–²	5.3%	13,354	0.2%	ETF
CDNS Cadence Design Systems	$511,559	$101,978 â–¼	-16.6%	1,841	0.2%	Computer and Technology
ISRG Intuitive Surgical	$481,274	$12,447 â–²	2.7%	1,044	0.2%	Medical
PANW Palo Alto Networks	$453,385	$94,268 â–¼	-17.2%	2,828	0.2%	Computer and Technology
SPGI S&P Global	$436,824		0.0%	1,027	0.2%	Finance
MKL Markel Group	$417,267		0.0%	218	0.1%	Multi-Sector Conglomerates
XLE Energy Select Sector SPDR Fund	$405,786		0.0%	6,624	0.1%	ETF
CRM Salesforce	$360,273	$568,783 â–¼	-61.2%	1,930	0.1%	Computer and Technology
ABBV AbbVie	$355,596		0.0%	1,635	0.1%	Medical
XLF Financial Select Sector SPDR Fund	$340,159		0.0%	6,890	0.1%	ETF
CP Canadian Pacific Kansas City	$332,754		0.0%	4,230	0.1%	Transportation
VGK Vanguard FTSE Europe ETF	$315,954	$49,376 â–²	18.5%	3,833	0.1%	ETF
UNH UnitedHealth Group	$314,155	$602,063 â–¼	-65.7%	1,161	0.1%	Medical
MDLZ Mondelez International	$309,527		0.0%	5,370	0.1%	Consumer Staples
DIS Walt Disney	$284,803		0.0%	2,955	0.1%	Consumer Discretionary
ZTS Zoetis	$270,701		0.0%	2,290	0.1%	Medical
MAR Marriott International	$248,573	$78,497 â–¼	-24.0%	760	0.1%	Consumer Discretionary
NEM Newmont	$244,104		0.0%	2,255	0.1%	Basic Materials
C Citigroup	$239,862	$48,199 â–¼	-16.7%	2,115	0.1%	Financial Services
XPH SPDR S&P Pharmaceuticals ETF	$229,883		0.0%	4,250	0.1%	ETF
SPROTT ASSET MANAGEMENT LP	$221,949		0.0%	9,100	0.1%	PHYSICAL SILVER
STIP iShares 0-5 Year TIPS Bond ETF	$217,720	$51,094 â–²	30.7%	2,105	0.1%	ETF
VB Vanguard Small-Cap ETF	$209,536		0.0%	800	0.1%	ETF
CVX Chevron	$198,624		0.0%	960	0.1%	Energy
IGM iShares Expanded Tech Sector ETF	$191,986		0.0%	1,620	0.1%	ETF
AMT American Tower	$182,590		0.0%	1,058	0.1%	Finance
FERGUSON ENTERPRISES INC	$164,915		0.0%	707	0.1%	COMMON STOCK NEW
RGLD Royal Gold	$155,748		0.0%	612	0.1%	Basic Materials
AEM Agnico Eagle Mines	$152,273		0.0%	750	0.1%	Basic Materials
KIMBERLY-CLARK CORP	$150,493		0.0%	1,560	0.1%	COM
MSTR Strategy	$149,760		0.0%	1,200	0.1%	Computer and Technology
AGI Alamos Gold	$146,765		0.0%	3,300	0.1%	Basic Materials
UNILEVER PLC	$141,741		0.0%	2,488	0.0%	SPON ADR NEW
CAT Caterpillar	$141,692		0.0%	200	0.0%	Industrials
NEE NextEra Energy	$135,976		0.0%	1,464	0.0%	Utilities
PM Philip Morris International	$135,579		0.0%	820	0.0%	Consumer Staples
WFC Wells Fargo & Company	$135,019		0.0%	1,696	0.0%	Finance
BLACKROCK INC	$129,831		0.0%	135	0.0%	COM

Showing largest 100 holdings. View all holdings.

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Evelyn Partners Investment Management (Europe) Ltd Top Holdings and 13F Report (2026)

About Evelyn Partners Investment Management (Europe) Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Evelyn Partners Investment Management (Europe) Ltd Top Holdings and 13F Report (2026)

About Evelyn Partners Investment Management (Europe) Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvelyn Partners Investment Management (Europe) Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools