Filed: 5/15/2026ACC: 0001420506-26-001047
📋 What this filing means
EVELYN PARTNERS ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 308 equity positions with a total reported market value of $405.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
308
Positions
$405.81M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$129.60M31.9%
GOLD SHS$26.49M6.5%
TT WRLD ST ETF$21.56M5.3%
CL A$19.54M4.8%
GOLD MINERS ETF$17.03M4.2%
CAP STK CL A$12.96M3.2%
FTSE PACIFIC ETF$11.83M2.9%
Portfolio Concentration
Top 3$65.08M16.0%
4–10$83.40M20.6%
11–25$119.27M29.4%
Rest$138.06M34.0%
Top 3 weight
16.0%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
3.05M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole308
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings308
Rows:
SPDR GOLD TR
SOLEShares61.56K
TypeSH
Market value$26.49M
6.53%
Sole
0.00
Shared
61.56K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares155.89K
TypeSH
Market value$21.56M
5.31%
Sole
0.00
Shared
155.89K
None
0.00
VANECK ETF TRUST
SOLEShares185.58K
TypeSH
Market value$17.03M
4.20%
Sole
0.00
Shared
185.58K
None
0.00
MICROSOFT CORP
SOLEShares40.25K
TypeSH
Market value$14.90M
3.67%
Sole
0.00
Shared
40.25K
None
0.00
ALPHABET INC
SOLEShares45.08K
TypeSH
Market value$12.96M
3.19%
Sole
0.00
Shared
45.08K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares121.02K
TypeSH
Market value$11.83M
2.91%
Sole
0.00
Shared
121.02K
None
0.00
AMAZON COM INC
SOLEShares55.64K
TypeSH
Market value$11.59M
2.86%
Sole
0.00
Shared
55.64K
None
0.00
VISA INC
SOLEShares36.53K
TypeSH
Market value$11.04M
2.72%
Sole
0.00
Shared
36.53K
None
0.00
VANGUARD WORLD FD
SOLEShares63.45K
TypeSH
Market value$10.98M
2.71%
Sole
0.00
Shared
63.45K
None
0.00
APPLE INC
SOLEShares39.79K
TypeSH
Market value$10.10M
2.49%
Sole
0.00
Shared
39.79K
None
0.00
STRYKER CORPORATION
SOLEShares29.37K
TypeSH
Market value$9.65M
2.38%
Sole
0.00
Shared
29.37K
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.23K
TypeSH
Market value$9.38M
2.31%
Sole
0.00
Shared
2.23K
None
0.00
AMERICAN CENTY ETF TR
SOLEShares114.20K
TypeSH
Market value$9.20M
2.27%
Sole
0.00
Shared
114.20K
None
0.00
LITMAN GREGORY FDS TR
SOLEShares297.10K
TypeSH
Market value$8.96M
2.21%
Sole
0.00
Shared
297.10K
None
0.00
GLOBAL X FDS
SOLEShares181.59K
TypeSH
Market value$8.79M
2.17%
Sole
0.00
Shared
181.59K
None
0.00
ETFS GOLD TR
SOLEShares181.79K
TypeSH
Market value$8.11M
2.00%
Sole
0.00
Shared
181.79K
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares23.55K
TypeSH
Market value$7.96M
1.96%
Sole
0.00
Shared
23.55K
None
0.00
MASTERCARD INCORPORATED
SOLEShares15.68K
TypeSH
Market value$7.83M
1.93%
Sole
0.00
Shared
15.68K
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares36.28K
TypeSH
Market value$7.37M
1.82%
Sole
0.00
Shared
36.28K
None
0.00
VANGUARD INDEX FDS
SOLEShares25.66K
TypeSH
Market value$7.37M
1.82%
Sole
0.00
Shared
25.66K
None
0.00
WATERS CORP
SOLEShares24.52K
TypeSH
Market value$7.30M
1.80%
Sole
0.00
Shared
24.52K
None
0.00
DISNEY WALT CO
SOLEShares73.76K
TypeSH
Market value$7.11M
1.75%
Sole
0.00
Shared
73.76K
None
0.00
CME GROUP INC
SOLEShares23.43K
TypeSH
Market value$6.92M
1.71%
Sole
0.00
Shared
23.43K
None
0.00
ISHARES GOLD TR
SOLEShares75.98K
TypeSH
Market value$6.70M
1.65%
Sole
0.00
Shared
75.98K
None
0.00
INTUIT
SOLEShares15.30K
TypeSH
Market value$6.62M
1.63%
Sole
0.00
Shared
15.30K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRSOLE | GOLD SHS | 61.56K | SH | $26.49M 6.53% | 0.00 | 61.56K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 155.89K | SH | $21.56M 5.31% | 0.00 | 155.89K | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 185.58K | SH | $17.03M 4.20% | 0.00 | 185.58K | 0.00 |
MICROSOFT CORPSOLE | COM | 40.25K | SH | $14.90M 3.67% | 0.00 | 40.25K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 45.08K | SH | $12.96M 3.19% | 0.00 | 45.08K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 121.02K | SH | $11.83M 2.91% | 0.00 | 121.02K | 0.00 |
AMAZON COM INCSOLE | COM | 55.64K | SH | $11.59M 2.86% | 0.00 | 55.64K | 0.00 |
VISA INCSOLE | COM CL A | 36.53K | SH | $11.04M 2.72% | 0.00 | 36.53K | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 63.45K | SH | $10.98M 2.71% | 0.00 | 63.45K | 0.00 |
APPLE INCSOLE | COM | 39.79K | SH | $10.10M 2.49% | 0.00 | 39.79K | 0.00 |
STRYKER CORPORATIONSOLE | COM | 29.37K | SH | $9.65M 2.38% | 0.00 | 29.37K | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.23K | SH | $9.38M 2.31% | 0.00 | 2.23K | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 114.20K | SH | $9.20M 2.27% | 0.00 | 114.20K | 0.00 |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 297.10K | SH | $8.96M 2.21% | 0.00 | 297.10K | 0.00 |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 181.59K | SH | $8.79M 2.17% | 0.00 | 181.59K | 0.00 |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 181.79K | SH | $8.11M 2.00% | 0.00 | 181.79K | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 23.55K | SH | $7.96M 1.96% | 0.00 | 23.55K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 15.68K | SH | $7.83M 1.93% | 0.00 | 15.68K | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 36.28K | SH | $7.37M 1.82% | 0.00 | 36.28K | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 25.66K | SH | $7.37M 1.82% | 0.00 | 25.66K | 0.00 |
WATERS CORPSOLE | COM | 24.52K | SH | $7.30M 1.80% | 0.00 | 24.52K | 0.00 |
DISNEY WALT COSOLE | COM | 73.76K | SH | $7.11M 1.75% | 0.00 | 73.76K | 0.00 |
CME GROUP INCSOLE | COM | 23.43K | SH | $6.92M 1.71% | 0.00 | 23.43K | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 75.98K | SH | $6.70M 1.65% | 0.00 | 75.98K | 0.00 |
INTUITSOLE | COM | 15.30K | SH | $6.62M 1.63% | 0.00 | 15.30K | 0.00 |
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