§ 13F · FUND PROFILE
Evelyn Partners Investment Management (Europe) Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $411.6T (13F)Positions · 279Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$308.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CRH | CRH PLC | 227K | $28.3T | 9.2% | NEW |
| 2 | GLD | SPDR GOLD TR | 55K | $21.9T | 7.1% | NEW |
| 3 | URTH | ISHARES INC | 104K | $19.3T | 6.3% | NEW |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 180K | $16.6T | 5.4% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 22K | $15.1T | 4.9% | NEW |
| 6 | MSFT | MICROSOFT CORP | 30K | $14.3T | 4.6% | NEW |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 28K | $14.3T | 4.6% | NEW |
| 8 | VGT | VANGUARD WORLD FD | 18K | $13.3T | 4.3% | NEW |
| 9 | GOOGL | ALPHABET INC | 40K | $12.6T | 4.1% | NEW |
| 10 | SDY | SPDR SERIES TRUST | 74K | $10.3T | 3.3% | NEW |
§ 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 $411614.0 trillion in assets. The fund runs a broad portfolio of 279 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed