Evelyn Partners Investment Management (Europe) Ltd

CIK 0002065055 • 8 13F filings • Aug 4, 2025 – May 15, 2026

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Filer information

Filed by: Evelyn Partners Investment Management (Europe) Ltd, Head of Central Oversight
Address: Alexandra House, 3 Ballsbridge Park, Ballsbridge, Dublin, L2, D04 C7H2
Phone: 0044203 328 5862
AUM: $308.3M

AUM over time

$290.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $308.3M182 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$85K	0.0%Prev: 0.0%	675 SH	Increased
ABBVIE INC	COM	$374K	0.1%Prev: 0.1%	1,635 SH	Increased-125 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$66K	0.0%Prev: 0.0%	245 SH	Decreased
ADOBE INC	COM	$28K	0.0%Prev: 0.0%	80 SH	Decreased-148 SH
ADVANCED MICRO DEVICES INC	COM	$21K	0.0%Prev: 0.0%	100 SH	Increased
AERCAP HOLDINGS NV	SHS	$114K	0.0%Prev: 0.0%	795 SH	Increased
AGNICO EAGLE MINES LTD	COM	$127K	0.0%Prev: 0.0%	750 SH	Increased
AIR PRODS & CHEMS INC	COM	$54K	0.0%Prev: 0.0%	220 SH	Decreased-95 SH
ALAMOS GOLD INC NEW	COM CL A	$127K	0.0%Prev: 0.0%	3,300 SH	Increased
ALCON AG	ORD SHS	$32K	0.0%Prev: 0.0%	400 SH	Decreased-241 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$7K	0.0%Prev: 0.0%	50 SH	Increased
ALPHABET INC	CAP STK CL A	$12.6M	4.1%Prev: 3.3%	40,252 SH	Increased-7,201 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.6%Prev: 0.4%	5,630 SH	Increased-711 SH
ALTRIA GROUP INC	COM	$39K	0.0%Prev: 0.0%	678 SH	Increased
AMAZON COM INC	COM	$5.9M	1.9%Prev: 2.0%	25,399 SH	Increased-100 SH
AMERICAN TOWER CORP NEW	COM	$186K	0.1%Prev: 0.1%	1,058 SH	Decreased-60 SH
AMPHENOL CORP NEW	CL A	$32K	0.0%	234 SH	New
ANGLOGOLD ASHANTI PLC	COM SHS	$43K	0.0%Prev: 0.0%	500 SH	Increased
APPLE INC	COM	$7.5M	2.4%Prev: 2.8%	27,688 SH	Decreased-2,511 SH
BANK AMERICA CORP	COM	$1.9M	0.6%Prev: 0.7%	34,959 SH	Increased-6,255 SH
BECTON DICKINSON & CO	COM	$162K	0.1%Prev: 0.2%	836 SH	Decreased-2,059 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.3M	4.6%Prev: 4.8%	28,370 SH	Increased-690 SH
BLACKROCK INC	COM	$144K	0.0%Prev: 0.1%	135 SH	Decreased-60 SH
BLACKSTONE INC	COM	$4.3M	1.4%Prev: 2.3%	27,997 SH	Decreased-8,730 SH
BOOKING HOLDINGS INC	COM	$2.1M	0.7%Prev: 0.7%	383 SH	Increased-11 SH
BRASILAGRO COMPANHIA BRASILE	SPONSORED ADR	$655	0.0%Prev: 0.0%	183 SH	Decreased
BURFORD CAP LTD	ORD SHS	$17K	0.0%Prev: 0.0%	1,904 SH	Decreased
CADENCE DESIGN SYSTEM INC	COM	$690K	0.2%Prev: 0.2%	2,208 SH	Increased+491 SH
CANADIAN IMPERIAL BANK OF CO	COM	$41K	0.0%	450 SH	New
CANADIAN PACIFIC KANSAS CITY	COM	$311K	0.1%Prev: 0.1%	4,230 SH	Increased
CATERPILLAR INC	COM	$115K	0.0%Prev: 0.0%	200 SH	Increased-100 SH
CHEVRON CORP NEW	COM	$146K	0.0%Prev: 0.1%	960 SH	Decreased-490 SH
CHUBB LIMITED	COM	$851K	0.3%Prev: 0.2%	2,727 SH	Increased+564 SH
CITIGROUP INC	COM NEW	$296K	0.1%Prev: 0.1%	2,540 SH	Decreased-2,140 SH
CLEANSPARK INC	COM NEW	$9K	0.0%Prev: 0.0%	900 SH	Increased
CME GROUP INC	COM	$53K	0.0%Prev: 0.0%	195 SH	Increased
COCA COLA CO	COM	$550K	0.2%Prev: 0.2%	7,863 SH	Decreased-2,030 SH
COINBASE GLOBAL INC	COM CL A	$832K	0.3%Prev: 0.0%	3,681 SH	Increased+3,598 SH
COLGATE PALMOLIVE CO	COM	$637K	0.2%Prev: 0.4%	8,056 SH	Decreased-3,535 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.5%Prev: 0.6%	1,922 SH	Increased+181 SH
CRH PLC	ORD	$28.3M	9.2%Prev: 9.1%	226,850 SH	Increased-42,617 SH
DANAHER CORPORATION	COM	$652K	0.2%Prev: 0.3%	2,846 SH	Decreased-763 SH
DEVON ENERGY CORP NEW	COM	$33K	0.0%Prev: 0.0%	901 SH	Increased
DISNEY WALT CO	COM	$336K	0.1%Prev: 0.1%	2,955 SH	Decreased-385 SH
DOMINOS PIZZA INC	COM	$34K	0.0%Prev: 0.0%	81 SH	Decreased
EXXON MOBIL CORP	COM	$410K	0.1%Prev: 0.1%	3,405 SH	Increased
FEDEX CORP	COM	$98K	0.0%Prev: 0.0%	338 SH	Increased
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$157K	0.1%Prev: 0.0%	707 SH	Increased
FERRARI N V	COM	$47K	0.0%	126 SH	New
FIRST MAJESTIC SILVER CORP	COM	$78K	0.0%Prev: 0.0%	4,700 SH	Increased
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$5.5M	1.8%Prev: 1.7%	42,341 SH	Increased+2,627 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$3.1M	1.0%Prev: 0.8%	42,694 SH	Increased+6,626 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$16.6M	5.4%Prev: 6.6%	179,789 SH	Decreased-26,303 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$4.6M	1.5%Prev: 1.9%	17,103 SH	Decreased-4,732 SH
FIRST TR EXCHANGE-TRADED FD	NAS CLNEDG GREEN	$1.6M	0.5%Prev: 0.4%	35,109 SH	Increased-359 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$545K	0.2%Prev: 0.2%	14,391 SH	Decreased-2,580 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$5.2M	1.7%	98,579 SH	New
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$2.9M	0.9%Prev: 1.2%	26,283 SH	Decreased-6,056 SH
FLUTTER ENTMT PLC	SHS	$233K	0.1%Prev: 0.1%	1,083 SH	Decreased-319 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.2M	0.4%Prev: 0.3%	15,113 SH	Increased+2,827 SH
GOLDMAN SACHS GROUP INC	COM	$3.6M	1.2%Prev: 0.8%	4,083 SH	Increased+106 SH
GRAN TIERRA ENERGY INC	COM	$4	0.0%Prev: 0.0%	1 SH	Decreased
HONEYWELL INTL INC	COM	$540K	0.2%Prev: 0.3%	2,769 SH	Decreased-540 SH
ICON PLC	SHS	$18K	0.0%Prev: 0.0%	100 SH	Decreased
IDEX CORP	COM	$21K	0.0%Prev: 0.0%	120 SH	Decreased-530 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$38K	0.0%	598 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$139K	0.0%Prev: 0.0%	470 SH	Increased
INTERNATIONAL PAPER CO	COM	$25K	0.0%	622 SH	New
INTUIT	COM	$7K	0.0%Prev: 0.0%	10 SH	Increased
INTUITIVE SURGICAL INC	COM NEW	$576K	0.2%Prev: 0.2%	1,017 SH	Increased+19 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	0.6%Prev: 0.4%	8,949 SH	Increased+2,649 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.6%Prev: 0.6%	3,190 SH	Increased-117 SH
ISHARES INC	CORE MSCI EMKT	$35K	0.0%	515 SH	New
ISHARES INC	MSCI GERMANY ETF	$539K	0.2%	12,686 SH	New
ISHARES INC	MSCI JAPAN ETF	$109K	0.0%	1,345 SH	New
ISHARES INC	MSCI PAC JP ETF	$13K	0.0%Prev: 0.0%	267 SH	Increased
ISHARES INC	MSCI WORLD ETF	$19.3M	6.3%Prev: 5.6%	104,148 SH	Increased+4,832 SH
ISHARES TR	0-5 YR TIPS ETF	$165K	0.1%Prev: 0.0%	1,611 SH	Increased+1,342 SH
ISHARES TR	CHINA LG-CAP ETF	$132K	0.0%Prev: 0.0%	3,460 SH	Increased+2,710 SH
ISHARES TR	CORE S&P SCP ETF	$108K	0.0%Prev: 0.0%	900 SH	Increased
ISHARES TR	CORE S&P500 ETF	$122K	0.0%Prev: 0.0%	178 SH	Increased+15 SH
ISHARES TR	ESG OPTIMIZED	$8K	0.0%	60 SH	New
ISHARES TR	EXPND TEC SC ETF	$209K	0.1%Prev: 0.1%	1,620 SH	Increased
ISHARES TR	GLOBAL ENERG ETF	$67K	0.0%Prev: 0.0%	1,604 SH	Decreased-1,740 SH
ISHARES TR	IBOXX INV CP ETF	$6.4M	2.1%Prev: 2.2%	58,458 SH	Increased+1,670 SH
ISHARES TR	ISHARES SEMICDTR	$3.4M	1.1%Prev: 0.7%	11,266 SH	Increased+1,772 SH
ISHARES TR	MSCI EMG MKT ETF	$758K	0.2%Prev: 0.3%	13,862 SH	Increased-3,000 SH
ISHARES TR	S&P 500 GRWT ETF	$35K	0.0%Prev: 0.0%	285 SH	Increased
ISHARES TR	SELECT DIVID ETF	$21K	0.0%Prev: 0.0%	150 SH	Increased
ISHARES TR	TIPS BD ETF	$3.4M	1.1%Prev: 1.4%	31,123 SH	Decreased-4,197 SH
ISHARES TR	US CONSUM DISCRE	$41K	0.0%Prev: 0.0%	400 SH	Increased
JACKSON FINANCIAL INC	COM CL A	$5K	0.0%Prev: 0.0%	51 SH	Decreased-43 SH
JOHNSON & JOHNSON	COM	$3.8M	1.2%Prev: 1.2%	18,132 SH	Increased-5,084 SH
JPMORGAN CHASE & CO.	COM	$4.5M	1.5%Prev: 1.5%	13,961 SH	Increased-2,827 SH
KEURIG DR PEPPER INC	COM	$66K	0.0%Prev: 0.0%	2,352 SH	Decreased+127 SH
KIMBERLY-CLARK CORP	COM	$157K	0.1%Prev: 0.1%	1,560 SH	Decreased
L3HARRIS TECHNOLOGIES INC	COM	$486K	0.2%Prev: 0.1%	1,655 SH	Increased-171 SH
LAS VEGAS SANDS CORP	COM	$45K	0.0%Prev: 0.0%	690 SH	Increased
LAUDER ESTEE COS INC	CL A	$33K	0.0%Prev: 0.0%	317 SH	Increased
LINDE PLC	SHS	$547K	0.2%Prev: 0.3%	1,283 SH	Decreased-427 SH
LOGITECH INTL S A	SHS	$36K	0.0%Prev: 0.0%	350 SH	Increased
MAGNUM ICE CREAM CO NV	ORD SHS	$115K	0.0%	7,170 SH	New
MANCHESTER UTD PLC NEW	ORD CL A	$16K	0.0%Prev: 0.0%	985 SH	Decreased
MARKEL GROUP INC	COM	$469K	0.2%Prev: 0.1%	218 SH	Increased
MARRIOTT INTL INC NEW	CL A	$310K	0.1%Prev: 0.1%	1,000 SH	Increased
MASTERCARD INCORPORATED	CL A	$7.1M	2.3%Prev: 2.7%	12,471 SH	Decreased-1,816 SH
MCDONALDS CORP	COM	$3.5M	1.1%Prev: 1.2%	11,476 SH	Increased+148 SH
MEDTRONIC PLC	SHS	$8K	0.0%Prev: 0.0%	88 SH	Increased
MERCK & CO INC	COM	$9K	0.0%Prev: 0.0%	87 SH	Increased
META PLATFORMS INC	CL A	$1.4M	0.4%Prev: 0.4%	2,070 SH	Increased+384 SH
MICROSOFT CORP	COM	$14.3M	4.6%Prev: 5.4%	29,595 SH	Decreased-5,738 SH
MONDELEZ INTL INC	CL A	$289K	0.1%Prev: 0.2%	5,370 SH	Decreased-1,556 SH
NASDAQ INC	COM	$1.8M	0.6%Prev: 0.5%	18,535 SH	Increased+1,474 SH
NETFLIX INC	COM	$2.6M	0.8%Prev: 0.8%	27,610 SH	Increased+25,111 SH
NEWMONT CORP	COM	$225K	0.1%Prev: 0.0%	2,255 SH	Increased+110 SH
NEXTERA ENERGY INC	COM	$118K	0.0%Prev: 0.0%	1,464 SH	Increased+228 SH
NIKE INC	CL B	$3K	0.0%Prev: 0.0%	41 SH	Decreased-956 SH
NIO INC	SPON ADS	$26K	0.0%Prev: 0.0%	5,000 SH	Increased
NOVAGOLD RES INC	COM NEW	$30K	0.0%Prev: 0.0%	3,200 SH	Increased
NVIDIA CORPORATION	COM	$4.9M	1.6%Prev: 1.1%	26,334 SH	Increased+3,670 SH
OCCIDENTAL PETE CORP	*W EXP 08/03/202	$136	0.0%Prev: 0.0%	7 SH	Decreased-239 SH
OCCIDENTAL PETE CORP	COM	$2K	0.0%Prev: 0.0%	41 SH	Decreased-1,600 SH
ORGANON & CO	COMMON STOCK	$165	0.0%Prev: 0.0%	23 SH	Decreased
PALO ALTO NETWORKS INC	COM	$629K	0.2%Prev: 0.2%	3,416 SH	Increased+530 SH
PAYPAL HLDGS INC	COM	$24K	0.0%Prev: 0.0%	416 SH	Decreased
PEPSICO INC	COM	$502K	0.2%Prev: 0.2%	3,501 SH	Decreased-786 SH
PFIZER INC	COM	$16K	0.0%Prev: 0.0%	625 SH	Decreased
PHILIP MORRIS INTL INC	COM	$132K	0.0%Prev: 0.0%	820 SH	Increased
PJT PARTNERS INC	COM CL A	$2K	0.0%Prev: 0.0%	13 SH	Increased
PROCTER AND GAMBLE CO	COM	$666K	0.2%Prev: 0.4%	4,646 SH	Decreased-1,925 SH
PURE STORAGE INC	CL A	$111K	0.0%Prev: 0.0%	1,650 SH	Increased
RIOT PLATFORMS INC	COM	$8K	0.0%Prev: 0.0%	600 SH	Increased
ROBLOX CORP	CL A	$81K	0.0%Prev: 0.0%	1,000 SH	Increased
ROPER TECHNOLOGIES INC	COM	$200K	0.1%	450 SH	New
ROYAL BK CDA	COM	$43K	0.0%Prev: 0.0%	250 SH	Increased
ROYAL CARIBBEAN GROUP	COM	$59K	0.0%Prev: 0.0%	210 SH	Decreased-165 SH
ROYAL GOLD INC	COM	$136K	0.0%Prev: 0.0%	612 SH	Increased+262 SH
S&P GLOBAL INC	COM	$537K	0.2%Prev: 0.2%	1,027 SH	Increased+30 SH
SALESFORCE INC	COM	$1.3M	0.4%Prev: 0.6%	4,977 SH	Decreased+385 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$296K	0.1%	6,624 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$377K	0.1%	6,890 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$2K	0.0%	58 SH	New
SLB LIMITED	COM STK	$14K	0.0%	353 SH	New
SMURFIT WESTROCK PLC	SHS	$3.1M	1.0%Prev: 2.0%	78,968 SH	Decreased-23,518 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$10K	0.0%	204 SH	New
SPDR GOLD TR	GOLD SHS	$21.9M	7.1%Prev: 3.9%	55,274 SH	Increased+11,030 SH
SPDR S&P 500 ETF TR	TR UNIT	$15.1M	4.9%Prev: 4.8%	22,143 SH	Increased-590 SH
SPDR SERIES TRUST	STATE STREET SPD	$10.5M	3.4%	78,537 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$107K	0.0%	3,250 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$215K	0.1%	9,100 SH	New
STARBUCKS CORP	COM	$49K	0.0%Prev: 0.0%	580 SH	Decreased
STRATEGY INC	CL A NEW	$182K	0.1%	1,200 SH	New
STRYKER CORPORATION	COM	$1.0M	0.3%Prev: 0.4%	2,938 SH	Decreased-352 SH
T-MOBILE US INC	COM	$8K	0.0%Prev: 0.0%	40 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$811K	0.3%Prev: 0.2%	2,668 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$1.6M	0.5%Prev: 0.4%	2,747 SH	Increased+730 SH
THOMSON REUTERS CORP	COM	$52K	0.0%Prev: 0.0%	393 SH	Decreased
TOTALENERGIES SE	ACT	$4.4M	1.4%	67,144 SH	New
UNILEVER PLC	SPON ADR NEW	$163K	0.1%Prev: 0.1%	2,488 SH	Increased-312 SH
UNITED PARCEL SERVICE INC	CL B	$25K	0.0%Prev: 0.0%	250 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$1.1M	0.4%Prev: 0.6%	3,386 SH	Decreased-58 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$116K	0.0%Prev: 0.1%	1,039 SH	Decreased-880 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$98K	0.0%Prev: 0.0%	310 SH	Increased
VANGUARD INDEX FDS	REAL ESTATE ETF	$24K	0.0%	268 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	0.7%Prev: 0.7%	3,463 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$206K	0.1%Prev: 0.1%	800 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$54K	0.0%Prev: 0.0%	1,011 SH	Increased+189 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$270K	0.1%Prev: 0.1%	3,234 SH	Increased+177 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$72K	0.0%Prev: 0.0%	792 SH	Increased
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$44K	0.0%Prev: 0.0%	743 SH	Increased
VANGUARD WORLD FD	ESG INTL STK ETF	$27K	0.0%	372 SH	New
VANGUARD WORLD FD	INF TECH ETF	$13.3M	4.3%Prev: 4.1%	17,629 SH	Increased-404 SH
VERALTO CORP	COM SHS	$20K	0.0%Prev: 0.0%	201 SH	Decreased-148 SH
VERIZON COMMUNICATIONS INC	COM	$31K	0.0%Prev: 0.0%	765 SH	Increased
VIATRIS INC	COM	$884	0.0%Prev: 0.0%	71 SH
VISA INC	COM CL A	$3.5M	1.1%Prev: 1.1%	9,913 SH	Increased-20 SH
VULCAN MATLS CO	COM	$19K	0.0%Prev: 0.0%	67 SH	Increased
WALMART INC	COM	$499K	0.2%Prev: 0.1%	4,481 SH	Increased
WELLS FARGO CO NEW	COM	$158K	0.1%Prev: 0.0%	1,696 SH	Increased-92 SH
WISDOMTREE TR	JAPN HEDGE EQT	$1.7M	0.5%Prev: 0.5%	11,713 SH	Increased-837 SH
ZILLOW GROUP INC	CL A	$34K	0.0%Prev: 0.0%	500 SH	Decreased
ZOETIS INC	CL A	$288K	0.1%Prev: 0.2%	2,290 SH	Decreased-635 SH

Sold (vs prior filing)

APTIV PLC — $4K
ARK ETF TR — $18K
ARK ETF TR — $9K
AUTODESK INC — $6K
CANADIAN IMPERIAL BK COMM — $28K
DOLE PLC — $59K
FIRST TR NASDAQ 100 TECH IND — $859K
FIRST TR VALUE LINE DIVID IN — $4.8M
FORTUNA MNG CORP — $4K
GAN LTD — $1K
ISHARES INC — $90K
KENNEDY-WILSON HOLDINGS INC — $24K
MAG SILVER CORP — $14K
MICROSTRATEGY INC — $348K
PAN AMERN SILVER CORP — $4K
SANDSTORM GOLD LTD — $23K
SCHLUMBERGER LTD — $14K
SELECT SECTOR SPDR TR — $284K
SELECT SECTOR SPDR TR — $242K
SELECT SECTOR SPDR TR — $2K
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001420506-26-000364	$308.3M	View
Dec 11, 2025	Q4 2024	13F-HR	0001420506-25-003537	$274.9M	View
Nov 14, 2025