Filed: 5/15/2026ACC: 0001420506-26-001049
📋 What this filing means
EVELYN PARTNERS INVESTMENT MANAGEMENT (EUROPE) LTD filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $290.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$290.60M
Total AUM (reported)
1.82M
Total Shares
Allocation by class
COM$69.77M24.0%
ORD$27.45M9.4%
GOLD SHS$23.69M8.2%
MSCI WORLD ETF$18.89M6.5%
CAP STRENGTH ETF$16.13M5.5%
TR UNIT$14.15M4.9%
CL B NEW$13.51M4.6%
Portfolio Concentration
Top 3$65.76M22.6%
4–10$88.55M30.5%
11–25$70.91M24.4%
Rest$65.38M22.5%
Top 3 weight
22.6%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Sole
Full voting authority
1.35M
shares
% of voting shares74.7%
Shared
Joint voting authority
457.56K
shares
% of voting shares25.3%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole187
Shared0
Other0
Dominant voting typeSole · 74.7% of voting shares
Institutional Holdings187
Rows:
SPDR GOLD TR
SOLEShares55.05K
TypeSH
Market value$23.69M
8.15%
Sole
36.80K
Shared
18.25K
None
0.00
CRH PLC
SOLEShares220.52K
TypeSH
Market value$23.18M
7.98%
Sole
189.04K
Shared
31.48K
None
0.00
ISHARES INC
SOLEShares104.94K
TypeSH
Market value$18.89M
6.50%
Sole
78.66K
Shared
26.29K
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares173.87K
TypeSH
Market value$16.13M
5.55%
Sole
140.31K
Shared
33.56K
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares21.76K
TypeSH
Market value$14.15M
4.87%
Sole
17K
Shared
4.76K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares28.19K
TypeSH
Market value$13.51M
4.65%
Sole
21.19K
Shared
7K
None
0.00
VANGUARD WORLD FD
SOLEShares17.37K
TypeSH
Market value$12.12M
4.17%
Sole
13.83K
Shared
3.54K
None
0.00
ALPHABET INC
SOLEShares39.62K
TypeSH
Market value$11.39M
3.92%
Sole
28.07K
Shared
11.54K
None
0.00
MICROSOFT CORP
SOLEShares29.06K
TypeSH
Market value$10.76M
3.70%
Sole
24.27K
Shared
4.79K
None
0.00
SPDR SERIES TRUST
SOLEShares71.92K
TypeSH
Market value$10.50M
3.61%
Sole
66.32K
Shared
5.61K
None
0.00
APPLE INC
SOLEShares27.51K
TypeSH
Market value$6.98M
2.40%
Sole
20.45K
Shared
7.06K
None
0.00
TOTALENERGIES SE
SOLEShares66.79K
TypeSH
Market value$6.24M
2.15%
Sole
53.76K
Shared
13.03K
None
0.00
ISHARES TR
SOLEShares57.27K
TypeSH
Market value$6.24M
2.15%
Sole
43.15K
Shared
14.13K
None
0.00
MASTERCARD INCORPORATED
SOLEShares11.69K
TypeSH
Market value$5.84M
2.01%
Sole
9.07K
Shared
2.62K
None
0.00
AMAZON COM INC
SOLEShares25.40K
TypeSH
Market value$5.29M
1.82%
Sole
15.74K
Shared
9.66K
None
0.00
NVIDIA CORPORATION
SOLEShares25.93K
TypeSH
Market value$4.52M
1.56%
Sole
8.23K
Shared
17.70K
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares40.84K
TypeSH
Market value$4.47M
1.54%
Sole
22.52K
Shared
18.32K
None
0.00
JOHNSON & JOHNSON
SOLEShares17.91K
TypeSH
Market value$4.38M
1.51%
Sole
17.91K
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares21.99K
TypeSH
Market value$4.27M
1.47%
Sole
17.65K
Shared
4.34K
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares88.28K
TypeSH
Market value$4.15M
1.43%
Sole
57.89K
Shared
30.39K
None
0.00
JPMORGAN CHASE & CO
SOLEShares13.80K
TypeSH
Market value$4.06M
1.40%
Sole
9.21K
Shared
4.59K
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares16.34K
TypeSH
Market value$3.82M
1.32%
Sole
0.00
Shared
16.34K
None
0.00
ISHARES TR
SOLEShares11.22K
TypeSH
Market value$3.69M
1.27%
Sole
5.06K
Shared
6.16K
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares4.17K
TypeSH
Market value$3.53M
1.21%
Sole
2.95K
Shared
1.21K
None
0.00
MCDONALDS CORP
SOLEShares11.02K
TypeSH
Market value$3.43M
1.18%
Sole
7.83K
Shared
3.20K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRSOLE | GOLD SHS | 55.05K | SH | $23.69M 8.15% | 36.80K | 18.25K | 0.00 |
CRH PLCSOLE | ORD | 220.52K | SH | $23.18M 7.98% | 189.04K | 31.48K | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 104.94K | SH | $18.89M 6.50% | 78.66K | 26.29K | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 173.87K | SH | $16.13M 5.55% | 140.31K | 33.56K | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.76K | SH | $14.15M 4.87% | 17K | 4.76K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.19K | SH | $13.51M 4.65% | 21.19K | 7K | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 17.37K | SH | $12.12M 4.17% | 13.83K | 3.54K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 39.62K | SH | $11.39M 3.92% | 28.07K | 11.54K | 0.00 |
MICROSOFT CORPSOLE | COM | 29.06K | SH | $10.76M 3.70% | 24.27K | 4.79K | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 71.92K | SH | $10.50M 3.61% | 66.32K | 5.61K | 0.00 |
APPLE INCSOLE | COM | 27.51K | SH | $6.98M 2.40% | 20.45K | 7.06K | 0.00 |
TOTALENERGIES SESOLE | ACT | 66.79K | SH | $6.24M 2.15% | 53.76K | 13.03K | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 57.27K | SH | $6.24M 2.15% | 43.15K | 14.13K | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 11.69K | SH | $5.84M 2.01% | 9.07K | 2.62K | 0.00 |
AMAZON COM INCSOLE | COM | 25.40K | SH | $5.29M 1.82% | 15.74K | 9.66K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 25.93K | SH | $4.52M 1.56% | 8.23K | 17.70K | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | CLOUD COMPUTING | 40.84K | SH | $4.47M 1.54% | 22.52K | 18.32K | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 17.91K | SH | $4.38M 1.51% | 17.91K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | ORD | 21.99K | SH | $4.27M 1.47% | 17.65K | 4.34K | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 88.28K | SH | $4.15M 1.43% | 57.89K | 30.39K | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 13.80K | SH | $4.06M 1.40% | 9.21K | 4.59K | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | DJ INTERNT IDX | 16.34K | SH | $3.82M 1.32% | 0.00 | 16.34K | 0.00 |
ISHARES TRSOLE | ISHARES SEMICDTR | 11.22K | SH | $3.69M 1.27% | 5.06K | 6.16K | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.17K | SH | $3.53M 1.21% | 2.95K | 1.21K | 0.00 |
MCDONALDS CORPSOLE | COM | 11.02K | SH | $3.43M 1.18% | 7.83K | 3.20K | 0.00 |
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