Q1 2026 13F · SEC CIK 2065055

Evelyn Partners Investment Management (Europe) Ltd

Asset managerFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $290.6M
Reported positions: 187
Holdings vs S&P 500, 3 yrs: —
Average holding period: 4 qtrs

Evelyn Partners Investment Management (Europe) Ltd is an asset manager that reported 187 positions worth $290.6M in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Spdr Gold Tr (GLD, 8.2%), Crh PLC (CRH, 8.0%), Ishares Inc (URTH, 6.5%).

Evelyn Partners Investment Management (Europe) Ltd holdings largest 50 of 187 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Evelyn Partners Investment Management (Europe) Ltd 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
GLDSpdr Gold Tr	8.2%	7.1%	55,050	-0.4%	$23.7M
CRHCrh PLC	8.0%	9.2%	220,519	-2.8%	$23.2M
URTHIshares Inc	6.5%	6.3%	104,945	+0.8%	$18.9M
FTCSFirst Tr Exchange-Traded Fd	5.5%	5.4%	173,872	-3.3%	$16.1M
SPYState Str Spdr S&p 500 ETF T	4.9%	4.9%	21,762	-1.7%	$14.2M
BRK-BBerkshire Hathaway Inc Del	4.6%	4.6%	28,188	-0.6%	$13.5M
VGTVanguard World Fd	4.2%	4.3%	17,372	-1.5%	$12.1M
GOOGLAlphabet Inc	3.9%	4.1%	39,616	-1.6%	$11.4M
MSFTMicrosoft Corp	3.7%	4.6%	29,057	-1.8%	$10.8M
SDYSpdr Ser Tr	3.6%	3.3%	71,922	-2.7%	$10.5M
AAPLApple Inc	2.4%	2.4%	27,509	-0.6%	$7.0M
TTETotalenergies SE	2.1%	1.4%	66,789	-0.5%	$6.2M
LQDIshares Tr	2.1%	2.1%	57,274	-2.0%	$6.2M
MAMastercard Incorporated	2.0%	2.3%	11,685	-6.3%	$5.8M
AMZNAmazon Com Inc	1.8%	1.9%	25,400	+0.0%	$5.3M
NVDANvidia Corporation	1.6%	1.6%	25,931	-1.5%	$4.5M
SKYYFirst Tr Exchange-Traded Fd	1.5%	1.8%	40,835	-3.6%	$4.5M
JNJJohnson & Johnson	1.5%	1.2%	17,907	-1.2%	$4.4M
AZNAstrazeneca PLC	1.5%	—	21,991	—	$4.3M
FVDFirst Tr Exchange-Traded Fd	1.4%	1.4%	88,281	-6.9%	$4.2M
JPMJpmorgan Chase & Co	1.4%	1.5%	13,803	-1.1%	$4.1M
FDNFirst Tr Exchange-Traded Fd	1.3%	1.5%	16,341	-4.5%	$3.8M
SOXXIshares Tr	1.3%	1.1%	11,219	-0.4%	$3.7M
GSGoldman Sachs Group Inc	1.2%	1.2%	4,167	+2.1%	$3.5M
MCDMcdonalds Corp	1.2%	1.1%	11,024	-3.9%	$3.4M
TIPIshares Tr	1.1%	1.1%	29,825	-4.2%	$3.3M
BXBlackstone Inc	1.1%	1.4%	27,515	-1.7%	$3.2M
SWSmurfit Westrock PLC F	1.0%	1.0%	76,163	-3.6%	$3.0M
VVisa Inc	1.0%	1.1%	9,759	-1.6%	$2.9M
CIBRFirst Tr Exchange-Traded Fd	0.9%	1.0%	40,824	-4.4%	$2.6M
NFLXNetflix Inc.	0.9%	0.8%	26,410	-4.3%	$2.5M
FIWFirst Tr Exchange-Traded Fd	0.8%	0.9%	23,582	-10.3%	$2.4M
VOOVanguard Index Fds	0.7%	0.7%	3,469	+0.2%	$2.1M
RSPInvesco Exchange Traded Fd T	0.6%	0.6%	9,614	+7.4%	$1.8M
DXJWisdomtree Tr	0.6%	0.5%	11,478	-2.0%	$1.8M
QQQInvesco Qqq Tr	0.6%	0.6%	3,138	-1.6%	$1.8M
QCLNFirst Tr Exchange-Traded Fd	0.6%	0.5%	35,272	+0.5%	$1.6M
BACBank of Amer Corp	0.6%	0.6%	33,295	-4.8%	$1.6M
GOOGAlphabet Inc	0.6%	0.6%	5,595	-0.6%	$1.6M
COSTCostco Wholesale Corporation	0.5%	0.5%	1,600	-16.8%	$1.6M
NDAQNasdaq Inc	0.5%	0.6%	18,567	+0.2%	$1.6M
BKNGBooking Holdings Inc	0.5%	0.7%	343	-10.4%	$1.4M
TMOThermo Fisher Scientific Inc	0.5%	0.5%	2,662	-3.1%	$1.3M
METAMeta Platforms Inc	0.4%	0.4%	2,040	-1.4%	$1.2M
TSMTaiwan Semiconductor Manufac	0.3%	—	2,668	—	$902K
CBChubb Limited	0.3%	0.3%	2,727	+0.0%	$889K
SYKStryker Corporation	0.3%	0.3%	2,693	-8.3%	$885K
GEHCGe Healthcare Technologies I	0.3%	0.4%	11,039	-27.0%	$786K
EEMIshares Tr	0.3%	—	13,542	—	$769K
QTECFirst Tr Exchange-Traded Fd	0.3%	0.3%	3,547	-4.6%	$766K

What Evelyn Partners Investment Management (Europe) Ltd bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

RSP Invesco Exchange Traded Fd T+7.4% shares

Reduced

GEHC Ge Healthcare Technologies I-27.0% shares
COST Costco Wholesale Corporation-16.8% shares
BKNG Booking Holdings Inc-10.4% shares
FIW First Tr Exchange-Traded Fd-10.3% shares
SYK Stryker Corporation-8.3% shares
FVD First Tr Exchange-Traded Fd-6.9% shares
MA Mastercard Incorporated-6.3% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.6% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$290.6M	187
Q4 2025	$308.3M	185
Q3 2025	$288.6M	179
Q2 2025	$278.6M	184

Questions about Evelyn Partners Investment Management (Europe) Ltd's portfolio

What stocks does Evelyn Partners Investment Management (Europe) Ltd own?

Evelyn Partners Investment Management (Europe) Ltd's latest 13F, for Q1 2026 and filed May 15, 2026, lists 187 positions worth $290.6M. The largest are Spdr Gold Tr (GLD) at 8.2%, Crh PLC (CRH) at 8.0%, Ishares Inc (URTH) at 6.5%, First Tr Exchange-Traded Fd (FTCS) at 5.5% and State Str Spdr S&p 500 ETF T (SPY) at 4.9%.

What did Evelyn Partners Investment Management (Europe) Ltd buy last quarter?

In Q1 2026, Evelyn Partners Investment Management (Europe) Ltd added Invesco Exchange Traded Fd T (RSP) (+7.4% shares), compared with its Q4 2025 filing.

What did Evelyn Partners Investment Management (Europe) Ltd sell last quarter?

In Q1 2026, Evelyn Partners Investment Management (Europe) Ltd cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Unitedhealth Group Inc (UNH), cut from its top 50 Coinbase Global Inc (COIN), Ge Healthcare Technologies I (GEHC) (-27.0% shares), Costco Wholesale Corporation (COST) (-16.8% shares) and Booking Holdings Inc (BKNG) (-10.4% shares), compared with its Q4 2025 filing.

When is Evelyn Partners Investment Management (Europe) Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Evelyn Partners Investment Management (Europe) Ltd's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.