Evelyn Partners Investment Management (Europe) Ltd 13F Holdings

CIK 0002065055 · Dublin, L2

As of Sep 30, 2025, Evelyn Partners Investment Management (Europe) Ltd reported 179 positions worth $288.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CRH PUBLIC LTD COCRHBasic Materials232,904$27.9M9.68%
FIRST TRUST WATER ETFFIW—211,729$20.3M7.04%
SPDR GOLD TRUSTGQ9—53,145 8.9M6.55%
ISHARES INCURTH—102,740 8.7M6.46%
MICROSOFT CORPMSFTTechnology30,363 5.7M5.45%
SPDR S&P 500 ETF TRUSTSPY—22,271 4.8M5.14%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services27,831 4.0M4.85%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—18,408 3.7M4.76%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETFSDY—75,685 0.6M3.67%
ALPHABET INCGOOGLEquity41,408 0.1M3.49%
MASTERCARD INCMAFinancial Services13,015$7.4M2.56%
APPLE INCAAPLTechnology28,593$7.3M2.52%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQD—58,869$6.6M2.27%
AMAZON.COM INCAMZNEquity24,831$5.5M1.89%
BLACKSTONE INCBXFinancial Services30,175$5.2M1.79%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDFVD—99,412$4.6M1.59%
JPMORGAN CHASE & COJPMFinancial Services14,338$4.5M1.57%
NVIDIA CORPNVDATechnology23,828$4.4M1.54%
SMURFIT WESTROCK PLCSWConsumer Cyclical86,207$3.7M1.27%
ISHARES TIPS BOND ETFTIP—32,616$3.6M1.26%
JOHNSON & JOHNSONJNJHealthcare18,747$3.5M1.20%
MCDONALDS CORPMCDConsumer Cyclical11,001$3.3M1.16%
GOLDMAN SACHS GROUP INCGSFinancial Services4,100$3.3M1.13%
VISA INC-CLASS A SHARESVFinancial Services9,525$3.3M1.13%
NETFLIX INCNFLXCommunication Services2,512$3.0M1.04%