Evelyn Partners Investment Management (Europe) Ltd - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Evelyn Partners Investment Management (Europe) Ltd held in its portfolio 182 assets valued at $308,309,023 (i.e. $308.31M).
The most valuable assets in the portfolio included: CRH PLC ($28.31M), SPDR GOLD TR ($21.91M), and ISHARES INC ($19.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 182 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evelyn Partners Investment Management (Europe) Ltd - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CRH PLC | 226850 | 28310880 | ORD |
| SPDR GOLD TR | 55274 | 21905639 | GOLD SHS |
| ISHARES INC | 104148 | 19347574 | MSCI WORLD ETF |
| FIRST TR EXCHANGE-TRADED FD | 179789 | 16632568 | CAP STRENGTH ETF |
| SPDR S&P 500 ETF TR | 22143 | 15099755 | TR UNIT |
| MICROSOFT CORP | 29595 | 14312734 | COM |
| BERKSHIRE HATHAWAY INC DEL | 28370 | 14260181 | CL B NEW |
| VANGUARD WORLD FD | 17629 | 13288388 | INF TECH ETF |
| ALPHABET INC | 40252 | 12598876 | CAP STK CL A |
| SPDR SERIES TRUST | 78537 | 10547965 | STATE STREET SPD |
| APPLE INC | 27688 | 7527260 | COM |
| MASTERCARD INCORPORATED | 12471 | 7119444 | CL A |
| ISHARES TR | 58458 | 6441487 | IBOXX INV CP ETF |
| AMAZON COM INC | 25399 | 5862597 | COM |
| FIRST TR EXCHANGE TRADED FD | 42341 | 5507717 | CLOUD COMPUTING |
| FIRST TR EXCHANGE-TRADED FD | 98579 | 5226932 | SHS |
| NVIDIA CORPORATION | 26334 | 4911291 | COM |
| FIRST TR EXCHANGE-TRADED FD | 17103 | 4603786 | DJ INTERNT IDX |
| JPMORGAN CHASE & CO. | 13961 | 4498513 | COM |
| TOTALENERGIES SE | 67144 | 4384236 | ACT |
| BLACKSTONE INC | 27997 | 4315458 | COM |
| JOHNSON & JOHNSON | 18132 | 3752417 | COM |
| GOLDMAN SACHS GROUP INC | 4083 | 3588957 | COM |
| MCDONALDS CORP | 11476 | 3507410 | COM |
| VISA INC | 9913 | 3476588 | COM CL A |
| ISHARES TR | 31123 | 3420729 | TIPS BD ETF |
| ISHARES TR | 11266 | 3392756 | ISHARES SEMICDTR |
| SMURFIT WESTROCK PLC | 78968 | 3053693 | SHS |
| FIRST TR EXCHANGE TRADED FD | 42694 | 3050486 | NASDAQ CYB ETF |
| FIRST TR EXCHANGE-TRADED FD | 26283 | 2855385 | WTR ETF |
| NETFLIX INC | 27610 | 2588714 | COM |
| VANGUARD INDEX FDS | 3463 | 2171751 | S&P 500 ETF SHS |
| BOOKING HOLDINGS INC | 383 | 2051091 | COM |
| INVESCO QQQ TR | 3190 | 1959649 | UNIT SER 1 |
| BANK AMERICA CORP | 34959 | 1922745 | COM |
| NASDAQ INC | 18535 | 1800305 | COM |
| ALPHABET INC | 5630 | 1766694 | CAP STK CL C |
| INVESCO EXCHANGE TRADED FD T | 8949 | 1714270 | S&P500 EQL WGT |
| WISDOMTREE TR | 11713 | 1688546 | JAPN HEDGE EQT |
| COSTCO WHSL CORP NEW | 1922 | 1657417 | COM |
| THERMO FISHER SCIENTIFIC INC | 2747 | 1591749 | COM |
| FIRST TR EXCHANGE-TRADED FD | 35109 | 1565595 | NAS CLNEDG GREEN |
| META PLATFORMS INC | 2070 | 1366386 | CL A |
| SALESFORCE INC | 4977 | 1318457 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 15113 | 1239568 | COMMON STOCK |
| UNITEDHEALTH GROUP INC | 3386 | 1117752 | COM |
| STRYKER CORPORATION | 2938 | 1032619 | COM |
| CHUBB LIMITED | 2727 | 851151 | COM |
| COINBASE GLOBAL INC | 3681 | 832421 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 2668 | 810779 | SPONSORED ADS |
| ISHARES TR | 13862 | 758390 | MSCI EMG MKT ETF |
| CADENCE DESIGN SYSTEM INC | 2208 | 690177 | COM |
| PROCTER AND GAMBLE CO | 4646 | 665818 | COM |
| DANAHER CORPORATION | 2846 | 651506 | COM |
| COLGATE PALMOLIVE CO | 8056 | 636585 | COM |
| PALO ALTO NETWORKS INC | 3416 | 629227 | COM |
| INTUITIVE SURGICAL INC | 1017 | 575988 | COM NEW |
| COCA COLA CO | 7863 | 549702 | COM |
| LINDE PLC | 1283 | 547058 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 14391 | 544987 | NO AMER ENERGY |
| HONEYWELL INTL INC | 2769 | 540204 | COM |
| ISHARES INC | 12686 | 539155 | MSCI GERMANY ETF |
| S&P GLOBAL INC | 1027 | 536700 | COM |
| PEPSICO INC | 3501 | 502464 | COM |
| WALMART INC | 4481 | 499228 | COM |
| L3HARRIS TECHNOLOGIES INC | 1655 | 485858 | COM |
| MARKEL GROUP INC | 218 | 468624 | COM |
| EXXON MOBIL CORP | 3405 | 409758 | COM |
| SELECT SECTOR SPDR TR | 6890 | 377365 | STATE STREET FIN |
| ABBVIE INC | 1635 | 373581 | COM |
| DISNEY WALT CO | 2955 | 336190 | COM |
| CANADIAN PACIFIC KANSAS CITY | 4230 | 311434 | COM |
| MARRIOTT INTL INC NEW | 1000 | 310240 | CL A |
| CITIGROUP INC | 2540 | 296393 | COM NEW |
| SELECT SECTOR SPDR TR | 6624 | 296159 | STATE STREET ENE |
| MONDELEZ INTL INC | 5370 | 289067 | CL A |
| ZOETIS INC | 2290 | 288128 | CL A |
| VANGUARD INTL EQUITY INDEX F | 3234 | 270395 | FTSE EUROPE ETF |
| FLUTTER ENTMT PLC | 1083 | 232888 | SHS |
| NEWMONT CORP | 2255 | 225162 | COM |
| SPROTT ASSET MANAGEMENT LP | 9100 | 215215 | PHYSICAL SILVER |
| ISHARES TR | 1620 | 209239 | EXPND TEC SC ETF |
| VANGUARD INDEX FDS | 800 | 206360 | SMALL CP ETF |
| ROPER TECHNOLOGIES INC | 450 | 200309 | COM |
| AMERICAN TOWER CORP NEW | 1058 | 185753 | COM |
| STRATEGY INC | 1200 | 182340 | CL A NEW |
| ISHARES TR | 1611 | 164950 | 0-5 YR TIPS ETF |
| UNILEVER PLC | 2488 | 162715 | SPON ADR NEW |
| BECTON DICKINSON & CO | 836 | 162243 | COM |
| WELLS FARGO CO NEW | 1696 | 158067 | COM |
| FERGUSON ENTERPRISES INC | 707 | 157399 | COMMON STOCK NEW |
| KIMBERLY-CLARK CORP | 1560 | 157388 | COM |
| CHEVRON CORP NEW | 960 | 146314 | COM |
| BLACKROCK INC | 135 | 144496 | COM |
| INTERNATIONAL BUSINESS MACHS | 470 | 139219 | COM |
| ROYAL GOLD INC | 612 | 136041 | COM |
| ISHARES TR | 3460 | 132483 | CHINA LG-CAP ETF |
| PHILIP MORRIS INTL INC | 820 | 131528 | COM |
| ALAMOS GOLD INC NEW | 3300 | 127432 | COM CL A |
| AGNICO EAGLE MINES LTD | 750 | 127192 | COM |
| ISHARES TR | 178 | 121919 | CORE S&P500 ETF |
| NEXTERA ENERGY INC | 1464 | 117530 | COM |
| VANGUARD ADMIRAL FDS INC | 1039 | 116160 | MIDCP 400 IDX |
| MAGNUM ICE CREAM CO NV | 7170 | 114672 | ORD SHS |
| CATERPILLAR INC | 200 | 114574 | COM |
| AERCAP HOLDINGS NV | 795 | 114289 | SHS |
| PURE STORAGE INC | 1650 | 110567 | CL A |
| ISHARES INC | 1345 | 108595 | MSCI JAPAN ETF |
| ISHARES TR | 900 | 108162 | CORE S&P SCP ETF |
| SPROTT ASSET MANAGEMENT LP | 3250 | 107315 | PHYSICAL GOLD TR |
| FEDEX CORP | 338 | 97635 | COM |
| VANGUARD INDEX FDS | 310 | 97588 | LARGE CAP ETF |
| ABBOTT LABS | 675 | 84571 | COM |
| ROBLOX CORP | 1000 | 81030 | CL A |
| FIRST MAJESTIC SILVER CORP | 4700 | 78419 | COM |
| VANGUARD INTL EQUITY INDEX F | 792 | 71597 | FTSE PACIFIC ETF |
| ISHARES TR | 1604 | 67256 | GLOBAL ENERG ETF |
| KEURIG DR PEPPER INC | 2352 | 65880 | COM |
| ACCENTURE PLC IRELAND | 245 | 65734 | SHS CLASS A |
| ROYAL CARIBBEAN GROUP | 210 | 58573 | COM |
| VANGUARD INTL EQUITY INDEX F | 1011 | 54351 | FTSE EMR MKT ETF |
| AIR PRODS & CHEMS INC | 220 | 54344 | COM |
| CME GROUP INC | 195 | 53251 | COM |
| THOMSON REUTERS CORP | 393 | 51865 | COM |
| STARBUCKS CORP | 580 | 48842 | COM |
| FERRARI N V | 126 | 47167 | COM |
| LAS VEGAS SANDS CORP | 690 | 44912 | COM |
| VANGUARD SCOTTSDALE FDS | 743 | 43636 | SHORT TERM TREAS |
| ANGLOGOLD ASHANTI PLC | 500 | 42640 | COM SHS |
| ROYAL BK CDA | 250 | 42621 | COM |
| ISHARES TR | 400 | 41252 | US CONSUM DISCRE |
| CANADIAN IMPERIAL BANK OF CO | 450 | 40797 | COM |
| ALTRIA GROUP INC | 678 | 39093 | COM |
| INTERACTIVE BROKERS GROUP IN | 598 | 38457 | COM CL A |
| LOGITECH INTL S A | 350 | 36005 | SHS |
| ISHARES TR | 285 | 35129 | S&P 500 GRWT ETF |
| ISHARES INC | 515 | 34618 | CORE MSCI EMKT |
| ZILLOW GROUP INC | 500 | 34115 | CL A |
| DOMINOS PIZZA INC | 81 | 33762 | COM |
| LAUDER ESTEE COS INC | 317 | 33196 | CL A |
| DEVON ENERGY CORP NEW | 901 | 33004 | COM |
| ALCON AG | 400 | 31934 | ORD SHS |
| AMPHENOL CORP NEW | 234 | 31623 | CL A |
| VERIZON COMMUNICATIONS INC | 765 | 31158 | COM |
| NOVAGOLD RES INC | 3200 | 29824 | COM NEW |
| ADOBE INC | 80 | 27999 | COM |
| VANGUARD WORLD FD | 372 | 26643 | ESG INTL STK ETF |
| NIO INC | 5000 | 25500 | SPON ADS |
| UNITED PARCEL SERVICE INC | 250 | 24798 | CL B |
| INTERNATIONAL PAPER CO | 622 | 24501 | COM |
| PAYPAL HLDGS INC | 416 | 24286 | COM |
| VANGUARD INDEX FDS | 268 | 23715 | REAL ESTATE ETF |
| ADVANCED MICRO DEVICES INC | 100 | 21416 | COM |
| IDEX CORP | 120 | 21353 | COM |
| ISHARES TR | 150 | 21171 | SELECT DIVID ETF |
| VERALTO CORP | 201 | 20056 | COM SHS |
| VULCAN MATLS CO | 67 | 19110 | COM |
| ICON PLC | 100 | 18222 | SHS |
| BURFORD CAP LTD | 1904 | 17087 | ORD SHS |
| MANCHESTER UTD PLC NEW | 985 | 15681 | ORD CL A |
| PFIZER INC | 625 | 15563 | COM |
| SLB LIMITED | 353 | 13548 | COM STK |
| ISHARES INC | 267 | 13475 | MSCI PAC JP ETF |
| SOLSTICE ADVANCED MATLS INC | 204 | 9910 | COM SHS |
| MERCK & CO INC | 87 | 9158 | COM |
| CLEANSPARK INC | 900 | 9108 | COM NEW |
| MEDTRONIC PLC | 88 | 8453 | SHS |
| ISHARES TR | 60 | 8361 | ESG OPTIMIZED |
| T-MOBILE US INC | 40 | 8122 | COM |
| RIOT PLATFORMS INC | 600 | 7602 | COM |
| ALIBABA GROUP HLDG LTD | 50 | 7329 | SPONSORED ADS |
| INTUIT | 10 | 6624 | COM |
| JACKSON FINANCIAL INC | 51 | 5439 | COM CL A |
| NIKE INC | 41 | 2612 | CL B |
| SELECT SECTOR SPDR TR | 58 | 2340 | STATE STREET REA |
| PJT PARTNERS INC | 13 | 2174 | COM CL A |
| OCCIDENTAL PETE CORP | 41 | 1686 | COM |
| VIATRIS INC | 71 | 884 | COM |
| BRASILAGRO COMPANHIA BRASILE | 183 | 655 | SPONSORED ADR |
| ORGANON & CO | 23 | 165 | COMMON STOCK |
| OCCIDENTAL PETE CORP | 7 | 136 | *W EXP 08/03/202 |
| GRAN TIERRA ENERGY INC | 1 | 4 | COM |
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