Evelyn Partners Investment Management (Europe) Ltd

CIK 0002065055 · DUBLIN, null · Quarter end: 2026-03-31 · Filed on: 2026-05-15 · Open the SEC source

Evelyn Partners Investment Management (Europe) Ltd reported 187 positions worth $290.6M as of March 31, 2026 (13F filed May 15, 2026). Largest holding: GLD (8.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$290.6M
2026 Q1
Positions
187
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.1%
Est. Net Flow (Q)
2026 Q1
10 / 187 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLDSPDR GOLD TRSH$23.7M8.15%55,050
2CRHCRH PLCSH$23.2M7.98%220,519
3URTHISHARES INCSH$18.9M6.50%104,945
4FTCSFIRST TR EXCHANGE-TRADED FDSH$16.1M5.55%173,872
5SPYSTATE STR SPDR S&P 500 ETF TSH$14.2M4.87%21,762
6BRK-BBERKSHIRE HATHAWAY INC DELSH$13.5M4.65%28,188
7VGTVANGUARD WORLD FDSH$12.1M4.17%17,372
8GOOGLALPHABET INCSH$11.4M3.92%39,616
9MSFTMICROSOFT CORPSH$10.8M3.70%29,057
10SDYSPDR SERIES TRUSTSH$10.5M3.61%71,922

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Evelyn Partners Investment Management (Europe) Ltd hold as of Q1 2026?

Evelyn Partners Investment Management (Europe) Ltd reported 187 positions worth $290.6M in its Q1 2026 13F filing. Largest positions: GLD (8.2%), CRH (8.0%), URTH (6.5%), FTCS (5.5%) and SPY (4.9%).

What did Evelyn Partners Investment Management (Europe) Ltd buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Evelyn Partners Investment Management (Europe) Ltd sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.