§ 13F · FUND PROFILE
Evelyn Partners Investment Management (Europe) Ltd.
AUM · $412M (13F)Positions · 279Turnover · n/a · Q1Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 55K | $24M | 8.2% | ±0% |
| 2 | CRH | CRH PLC | 221K | $23M | 8.0% | −3% |
| 3 | URTH | ISHARES INC | 105K | $19M | 6.5% | +1% |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 174K | $16M | 5.5% | −3% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 22K | $14M | 4.9% | −2% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 28K | $14M | 4.6% | −1% |
| 7 | VGT | VANGUARD WORLD FD | 17K | $12M | 4.2% | −1% |
| 8 | GOOGL | ALPHABET INC | 40K | $11M | 3.9% | −2% |
| 9 | MSFT | MICROSOFT CORP | 29K | $11M | 3.7% | −2% |
| 10 | SDY | SPDR SERIES TRUST | 72K | $10M | 3.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVELYN SIGNAL
AC read
Evelyn Partners Investment Management (Europe) Ltd is a Other fund managing $412 million in assets. The fund runs a broad portfolio of 279 positions.
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