Evelyn Partners Investment Management (Europe) Ltd
CIK 0002065055 · DUBLIN, null · Quarter end: 2026-03-31 · Filed on: 2026-05-15 · Open the SEC source ↗
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
Top Holdings
GLD
SPDR GOLD TR
8.2%
CRH
CRH PLC
8.0%
URTH
ISHARES INC
6.5%
FTCS
FIRST TR EXCHANGE-TRADED FD
5.5%
SPY
STATE STR SPDR S&P 500 ETF T
4.9%
BRK-B
BERKSHIRE HATHAWAY INC DEL
4.6%
VGT
VANGUARD WORLD FD
4.2%
GOOGL
ALPHABET INC
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.