Filed: 11/14/2025ACC: 0001420506-25-003424
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT (EUROPE) LTD filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $288.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$288.63M
Total AUM (reported)
1.72M
Total Shares
Allocation by class
COM$79.95M27.7%
ORD$27.93M9.7%
WTR ETF$20.31M7.0%
GOLD SHS$18.89M6.5%
MSCI WORLD ETF$18.65M6.5%
TR UNIT$14.84M5.1%
CL B NEW$13.99M4.8%
Portfolio Concentration
Top 3$67.12M23.3%
4–10$97.62M33.8%
11–25$69.06M23.9%
Rest$54.82M19.0%
Top 3 weight
23.3%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 1.72M
Sole
Full voting authority
1.28M
shares
% of voting shares74.8%
Shared
Joint voting authority
432.06K
shares
% of voting shares25.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole179
Shared0
Other0
Dominant voting typeSole · 74.8% of voting shares
Institutional Holdings179
Rows:
CRH PLC
SOLEShares232.90K
TypeSH
Market value$27.93M
9.68%
Sole
200.72K
Shared
32.18K
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares211.73K
TypeSH
Market value$20.31M
7.04%
Sole
171.84K
Shared
39.89K
None
0.00
SPDR GOLD TR
SOLEShares53.15K
TypeSH
Market value$18.89M
6.55%
Sole
35.83K
Shared
17.32K
None
0.00
ISHARES INC
SOLEShares102.74K
TypeSH
Market value$18.65M
6.46%
Sole
76.95K
Shared
25.79K
None
0.00
MICROSOFT CORP
SOLEShares30.36K
TypeSH
Market value$15.73M
5.45%
Sole
25.40K
Shared
4.96K
None
0.00
SPDR S&P 500 ETF TR
SOLEShares22.27K
TypeSH
Market value$14.84M
5.14%
Sole
17.51K
Shared
4.76K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares27.83K
TypeSH
Market value$13.99M
4.85%
Sole
21.15K
Shared
6.68K
None
0.00
VANGUARD WORLD FD
SOLEShares18.41K
TypeSH
Market value$13.74M
4.76%
Sole
14.88K
Shared
3.53K
None
0.00
SPDR SERIES TRUST
SOLEShares75.69K
TypeSH
Market value$10.60M
3.67%
Sole
70.38K
Shared
5.30K
None
0.00
ALPHABET INC
SOLEShares41.41K
TypeSH
Market value$10.07M
3.49%
Sole
29.97K
Shared
11.44K
None
0.00
MASTERCARD INCORPORATED
SOLEShares13.02K
TypeSH
Market value$7.40M
2.56%
Sole
10K
Shared
3.01K
None
0.00
APPLE INC
SOLEShares28.59K
TypeSH
Market value$7.28M
2.52%
Sole
21.56K
Shared
7.04K
None
0.00
ISHARES TR
SOLEShares58.87K
TypeSH
Market value$6.56M
2.27%
Sole
43.62K
Shared
15.24K
None
0.00
AMAZON COM INC
SOLEShares24.83K
TypeSH
Market value$5.45M
1.89%
Sole
14.92K
Shared
9.91K
None
0.00
BLACKSTONE INC
SOLEShares30.18K
TypeSH
Market value$5.16M
1.79%
Sole
25.55K
Shared
4.63K
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares99.41K
TypeSH
Market value$4.60M
1.59%
Sole
64.78K
Shared
34.63K
None
0.00
JPMORGAN CHASE & CO.
SOLEShares14.34K
TypeSH
Market value$4.52M
1.57%
Sole
9.74K
Shared
4.60K
None
0.00
NVIDIA CORPORATION
SOLEShares23.83K
TypeSH
Market value$4.45M
1.54%
Sole
6.79K
Shared
17.04K
None
0.00
SMURFIT WESTROCK PLC
SOLEShares86.21K
TypeSH
Market value$3.67M
1.27%
Sole
70.04K
Shared
16.16K
None
0.00
ISHARES TR
SOLEShares32.62K
TypeSH
Market value$3.63M
1.26%
Sole
25.57K
Shared
7.05K
None
0.00
JOHNSON & JOHNSON
SOLEShares18.75K
TypeSH
Market value$3.48M
1.20%
Sole
18.75K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares11K
TypeSH
Market value$3.34M
1.16%
Sole
7.52K
Shared
3.48K
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares4.10K
TypeSH
Market value$3.27M
1.13%
Sole
2.87K
Shared
1.23K
None
0.00
VISA INC
SOLEShares9.53K
TypeSH
Market value$3.25M
1.13%
Sole
5.33K
Shared
4.19K
None
0.00
NETFLIX INC
SOLEShares2.51K
TypeSH
Market value$3.01M
1.04%
Sole
672.00
Shared
1.84K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CRH PLCSOLE | ORD | 232.90K | SH | $27.93M 9.68% | 200.72K | 32.18K | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | WTR ETF | 211.73K | SH | $20.31M 7.04% | 171.84K | 39.89K | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 53.15K | SH | $18.89M 6.55% | 35.83K | 17.32K | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 102.74K | SH | $18.65M 6.46% | 76.95K | 25.79K | 0.00 |
MICROSOFT CORPSOLE | COM | 30.36K | SH | $15.73M 5.45% | 25.40K | 4.96K | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 22.27K | SH | $14.84M 5.14% | 17.51K | 4.76K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.83K | SH | $13.99M 4.85% | 21.15K | 6.68K | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 18.41K | SH | $13.74M 4.76% | 14.88K | 3.53K | 0.00 |
SPDR SERIES TRUSTSOLE | S&P DIVID ETF | 75.69K | SH | $10.60M 3.67% | 70.38K | 5.30K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 41.41K | SH | $10.07M 3.49% | 29.97K | 11.44K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 13.02K | SH | $7.40M 2.56% | 10K | 3.01K | 0.00 |
APPLE INCSOLE | COM | 28.59K | SH | $7.28M 2.52% | 21.56K | 7.04K | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 58.87K | SH | $6.56M 2.27% | 43.62K | 15.24K | 0.00 |
AMAZON COM INCSOLE | COM | 24.83K | SH | $5.45M 1.89% | 14.92K | 9.91K | 0.00 |
BLACKSTONE INCSOLE | COM | 30.18K | SH | $5.16M 1.79% | 25.55K | 4.63K | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 99.41K | SH | $4.60M 1.59% | 64.78K | 34.63K | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 14.34K | SH | $4.52M 1.57% | 9.74K | 4.60K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.83K | SH | $4.45M 1.54% | 6.79K | 17.04K | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 86.21K | SH | $3.67M 1.27% | 70.04K | 16.16K | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 32.62K | SH | $3.63M 1.26% | 25.57K | 7.05K | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.75K | SH | $3.48M 1.20% | 18.75K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 11K | SH | $3.34M 1.16% | 7.52K | 3.48K | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.10K | SH | $3.27M 1.13% | 2.87K | 1.23K | 0.00 |
VISA INCSOLE | COM CL A | 9.53K | SH | $3.25M 1.13% | 5.33K | 4.19K | 0.00 |
NETFLIX INCSOLE | COM | 2.51K | SH | $3.01M 1.04% | 672.00 | 1.84K | 0.00 |
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