# Evelyn Partners Investment Management (Europe) Ltd

> Institutional holdings reported to the SEC as of Q1 2026 on Form 13F. CIK 2065055. Source: https://holderbook.com/funds/2065055-evelyn-partners-investment-management-europe-ltd/

- Reported value: $290.6M
- Positions: 187
- Weight of the ten largest: 53.1%
- Filed: 2026-05-15

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $23.7M | 55,050 | 8.2% | 6 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $23.2M | 220,519 | 8.0% | 6 |
| ISHARES INC | [URTH](https://holderbook.com/stocks/URTH/) | $18.9M | 104,945 | 6.5% | 6 |
| FIRST TR EXCHANGE-TRADED FD | [FTCS](https://holderbook.com/stocks/FTCS/) | $16.1M | 173,872 | 5.5% | 2 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $14.2M | 21,762 | 4.9% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $13.5M | 28,188 | 4.6% | 6 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $12.1M | 17,372 | 4.2% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $11.4M | 39,616 | 3.9% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $10.8M | 29,057 | 3.7% | 6 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $10.5M | 71,922 | 3.6% | 6 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $7.0M | 27,509 | 2.4% | 6 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $6.2M | 66,789 | 2.1% | 2 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $6.2M | 57,274 | 2.1% | 6 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $5.8M | 11,685 | 2.0% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.3M | 25,400 | 1.8% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.5M | 25,931 | 1.6% | 6 |
| FIRST TR EXCHANGE TRADED FD | [SKYY](https://holderbook.com/stocks/SKYY/) | $4.5M | 40,835 | 1.5% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.4M | 17,907 | 1.5% | 6 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $4.3M | 21,991 | 1.5% | 1 |
| FIRST TR EXCHANGE-TRADED FD | [FVD](https://holderbook.com/stocks/FVD/) | $4.2M | 88,281 | 1.4% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.1M | 13,803 | 1.4% | 6 |
| FIRST TR EXCHANGE-TRADED FD | [FDN](https://holderbook.com/stocks/FDN/) | $3.8M | 16,341 | 1.3% | 2 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $3.7M | 11,219 | 1.3% | 6 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $3.5M | 4,167 | 1.2% | 6 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $3.4M | 11,024 | 1.2% | 6 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $3.3M | 29,825 | 1.1% | 6 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $3.2M | 27,515 | 1.1% | 6 |
| SMURFIT WESTROCK PLC | [SW](https://holderbook.com/stocks/SW/) | $3.0M | 76,163 | 1.0% | 6 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.9M | 9,759 | 1.0% | 6 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $2.6M | 40,824 | 0.9% | 6 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.5M | 26,410 | 0.9% | 6 |
| FIRST TR EXCHANGE TRADED FD | [FIW](https://holderbook.com/stocks/FIW/) | $2.4M | 23,582 | 0.8% | 6 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.1M | 3,469 | 0.7% | 6 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.8M | 9,614 | 0.6% | 6 |
| WISDOMTREE TR | [DXJ](https://holderbook.com/stocks/DXJ/) | $1.8M | 11,478 | 0.6% | 6 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.8M | 3,138 | 0.6% | 6 |
| FIRST TR EXCHANGE-TRADED FD | [QCLN](https://holderbook.com/stocks/QCLN/) | $1.6M | 35,272 | 0.6% | 6 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.6M | 33,295 | 0.6% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.6M | 5,595 | 0.6% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.6M | 1,600 | 0.5% | 6 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $1.6M | 18,567 | 0.5% | 6 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $1.4M | 343 | 0.5% | 6 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.3M | 2,662 | 0.5% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.2M | 2,040 | 0.4% | 6 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $901.7K | 2,668 | 0.3% | 6 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $888.8K | 2,727 | 0.3% | 6 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $884.9K | 2,693 | 0.3% | 6 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $785.8K | 11,039 | 0.3% | 6 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $769.0K | 13,542 | 0.3% | 6 |
| FIRST TR EXCHANGE-TRADED FD | [QTEC](https://holderbook.com/stocks/QTEC/) | $766.1K | 3,547 | 0.3% | 6 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $646.1K | 7,581 | 0.2% | 6 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $636.1K | 1,283 | 0.2% | 6 |
| FIRST TR EXCHANGE-TRADED FD | [EMLP](https://holderbook.com/stocks/EMLP/) | $628.3K | 14,391 | 0.2% | 6 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $625.9K | 2,769 | 0.2% | 6 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $622.7K | 3,566 | 0.2% | 6 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $620.4K | 4,295 | 0.2% | 6 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $598.0K | 7,863 | 0.2% | 6 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $577.7K | 3,405 | 0.2% | 6 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $571.2K | 1,655 | 0.2% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $556.9K | 4,481 | 0.2% | 6 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $543.7K | 3,501 | 0.2% | 6 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $539.6K | 2,846 | 0.2% | 6 |
| ISHARES INC | [EWG](https://holderbook.com/stocks/EWG/) | $529.8K | 13,354 | 0.2% | 5 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $511.6K | 1,841 | 0.2% | 6 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $481.3K | 1,044 | 0.2% | 6 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $453.4K | 2,828 | 0.2% | 6 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $436.8K | 1,027 | 0.2% | 6 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $417.3K | 218 | 0.1% | 6 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $405.8K | 6,624 | 0.1% | 6 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $360.3K | 1,930 | 0.1% | 6 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $355.6K | 1,635 | 0.1% | 6 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $340.2K | 6,890 | 0.1% | 6 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $332.8K | 4,230 | 0.1% | 6 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $316.0K | 3,833 | 0.1% | 6 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $314.2K | 1,161 | 0.1% | 6 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $309.5K | 5,370 | 0.1% | 6 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $284.8K | 2,955 | 0.1% | 6 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $270.7K | 2,290 | 0.1% | 6 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $248.6K | 760 | 0.1% | 6 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $244.1K | 2,255 | 0.1% | 6 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $239.9K | 2,115 | 0.1% | 6 |
| SPDR SERIES TRUST | [XPH](https://holderbook.com/stocks/XPH/) | $229.9K | 4,250 | 0.1% | 6 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $221.9K | 9,100 | 0.1% | 6 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $217.7K | 2,105 | 0.1% | 6 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $209.5K | 800 | 0.1% | 6 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $198.6K | 960 | 0.1% | 6 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $192.0K | 1,620 | 0.1% | 6 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $182.6K | 1,058 | 0.1% | 6 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $164.9K | 707 | 0.1% | 6 |
| ROYAL GOLD INC | [RGLD](https://holderbook.com/stocks/RGLD/) | $155.7K | 612 | 0.1% | 6 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $152.3K | 750 | 0.1% | 6 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $150.5K | 1,560 | 0.1% | 6 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $149.8K | 1,200 | 0.1% | 6 |
| ALAMOS GOLD INC | [AGI](https://holderbook.com/stocks/AGI/) | $146.8K | 3,300 | 0.1% | 6 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $141.7K | 2,488 | 0.0% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $141.7K | 200 | 0.0% | 6 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $136.0K | 1,464 | 0.0% | 6 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $135.6K | 820 | 0.0% | 6 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $135.0K | 1,696 | 0.0% | 6 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $129.8K | 135 | 0.0% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q1 2026 | -4.8% | -4.6% | -0.2% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.2% | 101% |
| Q3 2025 | +9.1% | +7.8% | +1.3% | 100% |
| Q2 2025 | +7.6% | +10.5% | -2.8% | 100% |
| Q1 2025 | -2.4% | -4.6% | +2.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2026 | $290.6M | 187 |
| Q4 2025 | $308.3M | 185 |
| Q3 2025 | $288.6M | 179 |
| Q2 2025 | $278.6M | 184 |
| Q1 2025 | $267.2M | 188 |
| Q4 2024 | $274.9M | 189 |