Evelyn Partners Investment Management (Europe) Ltd 13F Holdings · Q1 2026
Evelyn Partners Investment Management (Europe) Ltd reported 187 securities worth $290.60M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: GLD (8.15%), CRH (7.98%), URTH (6.50%). Among its top 25 positions this quarter: 1 new, 3 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $23.7M | 8.15% | 55,050 | Trimmed |
| 2 | CRH | CRH PLC | $23.2M | 7.98% | 220,519 | Trimmed |
| 3 | URTH | ISHARES INC | $18.9M | 6.50% | 104,945 | Added |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | $16.1M | 5.55% | 173,872 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $14.2M | 4.87% | 21,762 | Trimmed |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $13.5M | 4.65% | 28,188 | Trimmed |
| 7 | VGT | VANGUARD WORLD FD | $12.1M | 4.17% | 17,372 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $11.4M | 3.92% | 39,616 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $10.8M | 3.70% | 29,057 | Trimmed |
| 10 | SDY | SPDR SERIES TRUST | $10.5M | 3.61% | 71,922 | Trimmed |
| 11 | AAPL | APPLE INC | $7.0M | 2.40% | 27,509 | Trimmed |
| 12 | LQD | ISHARES TR | $6.2M | 2.15% | 57,274 | Trimmed |
| 13 | TTE | TOTALENERGIES SE | $6.2M | 2.15% | 66,789 | Trimmed |
| 14 | MA | MASTERCARD INCORPORATED | $5.8M | 2.01% | 11,685 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $5.3M | 1.82% | 25,400 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $4.5M | 1.56% | 25,931 | Trimmed |
| 17 | SKYY | FIRST TR EXCHANGE-TRADED FD | $4.5M | 1.54% | 40,835 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $4.4M | 1.51% | 17,907 | Trimmed |
| 19 | AZN | ASTRAZENECA PLC | $4.3M | 1.47% | 21,991 | New |
| 20 | FVD | FIRST TR EXCHANGE-TRADED FD | $4.2M | 1.43% | 88,281 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.40% | 13,803 | Trimmed |
| 22 | FDN | FIRST TR EXCHANGE-TRADED FD | $3.8M | 1.32% | 16,341 | Trimmed |
| 23 | SOXX | ISHARES TR | $3.7M | 1.27% | 11,219 | Trimmed |
| 24 | GS | GOLDMAN SACHS GROUP INC | $3.5M | 1.21% | 4,167 | Added |
| 25 | MCD | MCDONALDS CORP | $3.4M | 1.18% | 11,024 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR