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 Shares (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 Shares	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 Trust Capital Strength ETF	5.5%	5.4%	173,872	-3.3%	$16.1M
SPYSpdr S&p 500 ETF Tr	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 Info Tech	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 Series Trust	3.6%	3.3%	71,922	-2.7%	$10.5M
AAPLApple Inc	2.4%	2.4%	27,509	-0.6%	$7.0M
TTETotalenergies SE Act	2.1%	1.4%	66,789	-0.5%	$6.2M
LQDIshares Tr	2.1%	2.1%	57,274	-2.0%	$6.2M
MAMastercard Inc.	2.0%	2.3%	11,685	-6.3%	$5.8M
AMZNAmazon Com Inc Com	1.8%	1.9%	25,400	+0.0%	$5.3M
NVDANvidia Corporation Com	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 Ord	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 Semiconductor ETF	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 Com	1.2%	1.1%	11,024	-3.9%	$3.4M
TIPiShares TIPS Bond ETF	1.1%	1.1%	29,825	-4.2%	$3.3M
BXBlackstone Inc Com	1.1%	1.4%	27,515	-1.7%	$3.2M
SWSmurfit Westrock PLC	1.0%	1.0%	76,163	-3.6%	$3.0M
VVisa Inc Com Cl A	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 Total	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 S&p 500 ETF	0.7%	0.7%	3,469	+0.2%	$2.1M
RSPInvesco S&p 500 Equal Weight ETF	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 Whsl Corp New	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 Com	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 Class A	0.4%	0.4%	2,040	-1.4%	$1.2M
TSMTaiwan Semiconductor Manufac	0.3%	—	2,668	—	$902K
CBChubb Limited Com	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	0.3%	—	13,542	—	$769K
QTECFirst Trust Nasdaq-100 Technology Index	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 S&p 500 Equal Weight ETF+7.4% shares

Reduced

GEHC Ge Healthcare Technologies I-27.0% shares
COST Costco Whsl Corp New-16.8% shares
BKNG Booking Holdings Inc Com-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 Inc.-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 and rebuilt each quarter on the day the filing became public. 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 Shares (GLD) at 8.2%, Crh PLC (CRH) at 8.0%, Ishares Inc (URTH) at 6.5%, First Trust Capital Strength ETF (FTCS) at 5.5% and Spdr S&p 500 ETF Tr (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 S&p 500 Equal Weight ETF (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 Com (CRM), cut from its top 50 Unitedhealth Group Inc Com (UNH), cut from its top 50 Coinbase Global Inc (COIN), Ge Healthcare Technologies I (GEHC) (-27.0% shares), Costco Whsl Corp New (COST) (-16.8% shares) and Booking Holdings Inc Com (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.