Evelyn Partners Investment Management (Europe) Ltd Portfolio Stock Holdings
According to the SEC 13F filed on May 15, 2026, Evelyn Partners Investment Management (Europe) Ltd disclosed 184 stock positions valued at approximately $290.60M as of quarter-end March 31, 2026. The largest holdings include SPDR GOLD TR, CRH PLC, and ISHARES INC.
- Report Period
- March 31, 2026
- No. of Stocks
- 184
- Portfolio Value
- $290.60M
Holdings by Sector
Evelyn Partners Investment Management (Europe) Ltd Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GLD | Other | 8.15% | 55,050 | -224 | -0.41% | $23,687,465 |
| CRH PLC | CRH | Other | 7.98% | 220,519 | -6,331 | -2.79% | $23,180,957 |
| ISHARES INC | URTH | Other | 6.50% | 104,945 | +797 | +0.77% | $18,892,199 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 5.55% | 173,872 | -5,917 | -3.29% | $16,128,367 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.87% | 21,762 | -381 | -1.72% | $14,152,699 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.65% | 28,188 | -182 | -0.64% | $13,507,690 |
| VANGUARD WORLD FD | VGT | Other | 4.17% | 17,372 | -257 | -1.46% | $12,120,792 |
| ALPHABET INC | GOOGL | Communication Services | 3.92% | 39,616 | -636 | -1.58% | $11,391,977 |
| MICROSOFT CORP | MSFT | Technology | 3.70% | 29,057 | -538 | -1.82% | $10,756,030 |
| SPDR SERIES TRUST | SDY | Other | 3.61% | 71,922 | -2,010 | -2.72% | $10,496,297 |
| APPLE INC | AAPL | Technology | 2.40% | 27,509 | -179 | -0.65% | $6,981,509 |
| ISHARES TR | LQD | Other | 2.15% | 57,274 | -1,184 | -2.03% | $6,242,293 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.01% | 11,685 | -786 | -6.30% | $5,838,527 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.82% | 25,400 | +1 | +0.00% | $5,290,058 |
| NVIDIA CORPORATION | NVDA | Technology | 1.56% | 25,931 | -403 | -1.53% | $4,522,366 |
| FIRST TR EXCHANGE-TRADED FD | SKYY | Other | 1.54% | 40,835 | -1,506 | -3.56% | $4,465,716 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.51% | 17,907 | -225 | -1.24% | $4,377,187 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 1.43% | 88,281 | -6,581 | -6.94% | $4,151,855 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.40% | 13,803 | -158 | -1.13% | $4,060,290 |
| FIRST TR EXCHANGE-TRADED FD | FDN | Other | 1.32% | 16,341 | -762 | -4.46% | $3,824,284 |
| ISHARES TR | SOXX | Other | 1.27% | 11,219 | -47 | -0.42% | $3,687,237 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.21% | 4,167 | +84 | +2.06% | $3,525,240 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.18% | 11,024 | -452 | -3.94% | $3,426,149 |
| ISHARES TR | TIP | Other | 1.13% | 29,825 | -1,298 | -4.17% | $3,291,487 |
| BLACKSTONE INC | BX | Financial Services | 1.09% | 27,515 | -482 | -1.72% | $3,163,950 |
| SMURFIT WESTROCK PLC | SW | Other | 1.04% | 76,163 | -2,805 | -3.55% | $3,035,096 |
| VISA INC | V | Financial Services | 1.01% | 9,759 | -154 | -1.55% | $2,949,560 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.88% | 40,824 | -1,870 | -4.38% | $2,558,848 |
| NETFLIX INC. | NFLX | Communication Services | 0.87% | 26,410 | -1,200 | -4.35% | $2,539,322 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.84% | 23,582 | -2,701 | -10.28% | $2,432,012 |
Showing 30 of 184 holdings in the latest reporting period.