Evelyn Partners Investment Management (Europe) Ltd
CIK: 0002065055SEC EDGAR →
Portfolio Value
$308.0M
Holdings
185
As of
Q4 2025
New Positions
93
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CRH PLC | 226,850 | $28.0M | 9.09% |
| 2 | SPDR GOLD TR | 55,274 | $21.0M | 6.82% |
| 3 | ISHARES INC | 104,148 | $19.0M | 6.17% |
| 4 | FIRST TR EXCHANGE-TRADED FD | 179,789 | $16.0M | 5.19% |
| 5 | SPDR S&P 500 ETF TR | 22,143 | $15.0M | 4.87% |
| 6 | MICROSOFT CORP | 29,595 | $14.0M | 4.55% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 28,370 | $14.0M | 4.55% |
| 8 | VANGUARD WORLD FD | 17,629 | $13.0M | 4.22% |
| 9 | ALPHABET INC | 40,252 | $12.0M | 3.90% |
| 10 | SPDR SERIES TRUST | 73,932 | $10.0M | 3.25% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $131.0M | 50.0% |
| Consumer Cyclical | 16 | $41.0M | 15.6% |
| Unknown | 11 | $36.0M | 13.7% |
| Technology | 17 | $26.0M | 9.9% |
| Communication Services | 8 | $16.0M | 6.1% |
| Healthcare | 18 | $7.0M | 2.7% |
| Energy | 7 | $4.0M | 1.5% |
| Consumer Defensive | 14 | $1.0M | 0.4% |
| Industrials | 12 | $0 | 0.0% |
| Real Estate | 1 | $0 | 0.0% |
| Basic Materials | 11 | $0 | 0.0% |
| Utilities | 1 | $0 | 0.0% |