Evelyn Partners Investment Management (Europ
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$290.6M
Q ending 2026-03-31
Prior quarter
$308.3M
Q ending 2025-12-31
Change
-5.7% QoQ · +8.8% YoY
Positions
187
reported holdings
Largest positions
Top 100 of 187 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Gold Tr | GLD | Shares | $23.7M | 55K |
| Crh Plc | Shares | $23.2M | 221K | |
| Ishares Inc | URTH | Shares | $18.9M | 105K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $16.1M | 174K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $14.2M | 22K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $13.5M | 28K |
| Vanguard World Fd | VGT | Shares | $12.1M | 17K |
| Alphabet Inc | GOOGL | Shares | $11.4M | 40K |
| Microsoft Corp | MSFT | Shares | $10.8M | 29K |
| Spdr Series Trust | SDY | Shares | $10.5M | 72K |
| Apple Inc | AAPL | Shares | $7.0M | 28K |
| Totalenergies Se | Shares | $6.2M | 67K | |
| Ishares Tr | LQD | Shares | $6.2M | 57K |
| Mastercard Incorporated | MA | Shares | $5.8M | 12K |
| Amazon Com Inc | AMZN | Shares | $5.3M | 25K |
| Nvidia Corporation | NVDA | Shares | $4.5M | 26K |
| First Tr Exchange-Traded Fd | SKYY | Shares | $4.5M | 41K |
| Johnson & Johnson | JNJ | Shares | $4.4M | 18K |
| Astrazeneca Plc | Shares | $4.3M | 22K | |
| First Tr Exchange-Traded Fd | FVD | Shares | $4.2M | 88K |
| Jpmorgan Chase & Co | JPM | Shares | $4.1M | 14K |
| First Tr Exchange-Traded Fd | FDN | Shares | $3.8M | 16K |
| Ishares Tr | SOXX | Shares | $3.7M | 11K |
| Goldman Sachs Group Inc | GS | Shares | $3.5M | 4K |
| Mcdonalds Corp | MCD | Shares | $3.4M | 11K |
| Ishares Tr | TIP | Shares | $3.3M | 30K |
| Blackstone Inc | BX | Shares | $3.2M | 28K |
| Smurfit Westrock Plc | Shares | $3.0M | 76K | |
| Visa Inc | V | Shares | $2.9M | 10K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $2.6M | 41K |
| Netflix Inc. | NFLX | Shares | $2.5M | 26K |
| First Tr Exchange-Traded Fd | FIW | Shares | $2.4M | 24K |
| Vanguard Index Fds | VOO | Shares | $2.1M | 3K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.8M | 10K |
| Wisdomtree Tr | DXJ | Shares | $1.8M | 11K |
| Invesco Qqq Tr | QQQ | Shares | $1.8M | 3K |
| First Tr Exchange-Traded Fd | QCLN | Shares | $1.6M | 35K |
| Bank America Corp | BAC | Shares | $1.6M | 33K |
| Alphabet Inc | GOOG | Shares | $1.6M | 6K |
| Costco Wholesale Corporation | COST | Shares | $1.6M | 2K |
| Nasdaq Inc | NDAQ | Shares | $1.6M | 19K |
| Booking Holdings Inc | BKNG | Shares | $1.4M | 343 |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.3M | 3K |
| Meta Platforms Inc | META | Shares | $1.2M | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $902K | 3K |
| Chubb Ltd Switz | Shares | $889K | 3K | |
| Stryker Corporation | SYK | Shares | $885K | 3K |
| Ge Healthcare Technologies I | GEHC | Shares | $786K | 11K |
| Ishares Tr | EEM | Shares | $769K | 14K |
| First Tr Exchange-Traded Fd | QTEC | Shares | $766K | 4K |
| Colgate Palmolive Co | CL | Shares | $646K | 8K |
| Linde Plc | Shares | $636K | 1K | |
| First Tr Exchange-Traded Fd | EMLP | Shares | $628K | 14K |
| Honeywell Intl Inc | HONGBP | Shares | $626K | 3K |
| Coinbase Global Inc | COIN | Shares | $623K | 4K |
| Procter & Gamble Co | PG | Shares | $620K | 4K |
| Coca Cola Co | KO | Shares | $598K | 8K |
| Exxon Mobil Corp | XOM | Shares | $578K | 3K |
| L3Harris Technologies Inc | LHX | Shares | $571K | 2K |
| Walmart Inc | WMT | Shares | $557K | 4K |
| Pepsico Inc | PEP | Shares | $544K | 4K |
| Danaher Corp Del | DHR | Shares | $540K | 3K |
| Ishares Inc | EWG | Shares | $530K | 13K |
| Cadence Design System Inc | CDNS | Shares | $512K | 2K |
| Intuitive Surgical Inc | ISRG | Shares | $481K | 1K |
| Palo Alto Networks Inc | PANW | Shares | $453K | 3K |
| S&P Global Inc | SPGI | Shares | $437K | 1K |
| Markel Group Inc | MKL | Shares | $417K | 218 |
| Select Sector Spdr Tr | XLE | Shares | $406K | 7K |
| Salesforce Inc | CRM | Shares | $360K | 2K |
| Abbvie Inc | ABBV | Shares | $356K | 2K |
| Select Sector Spdr Tr | XLF | Shares | $340K | 7K |
| Canadian Pacific Kansas City | CP | Shares | $333K | 4K |
| Vanguard Intl Equity Index F | VGK | Shares | $316K | 4K |
| Unitedhealth Group Inc | UNH | Shares | $314K | 1K |
| Mondelez Intl Inc | MDLZ | Shares | $310K | 5K |
| Disney Walt Co | DIS | Shares | $285K | 3K |
| Zoetis Inc | ZTS | Shares | $271K | 2K |
| Marriott Intl Inc New | MAR | Shares | $249K | 760 |
| Newmont Corp | NEM | Shares | $244K | 2K |
| Citigroup Inc | C | Shares | $240K | 2K |
| Spdr Series Trust | XPH | Shares | $230K | 4K |
| Sprott Asset Management Lp | PSLV | Shares | $222K | 9K |
| Ishares Tr | STIP | Shares | $218K | 2K |
| Vanguard Index Fds | VB | Shares | $210K | 800 |
| Chevron Corporation | CVX | Shares | $199K | 960 |
| Ishares Tr | IGM | Shares | $192K | 2K |
| American Tower Corp | AMT | Shares | $183K | 1K |
| Ferguson Enterprises Inc | FERG | Shares | $165K | 707 |
| Royal Gold Inc | RGLD | Shares | $156K | 612 |
| Agnico Eagle Mines Ltd | AEM | Shares | $152K | 750 |
| Kimberly-Clark Corp | KMB | Shares | $150K | 2K |
| Strategy Inc | MSTR | Shares | $150K | 1K |
| Alamos Gold Inc | AGI | Shares | $147K | 3K |
| Unilever Plc | UL | Shares | $142K | 2K |
| Caterpillar Inc | CAT | Shares | $142K | 200 |
| Nextera Energy Inc | NEE | Shares | $136K | 1K |
| Philip Morris Intl Inc | PM | Shares | $136K | 820 |
| Wells Fargo & Co | WFC | Shares | $135K | 2K |
| Blackrock Inc | BLK | Shares | $130K | 135 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.