StockDriftsStockDriftsTop 50 Evelyn Partners Investment Management (Europe) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 8.15% | 55.0K | $23.7M | -0.41%(-224) | $258.29(+61.56%) | 2026-03-31 | |
| CRH | CRH PLC | 7.98% | 220.5K | $23.2M | -2.79%(-6.33K) | $92.63(+11.42%) | 2026-03-31 | |
| URTH | ISHARES INC | 6.5% | 104.9K | $18.9M | +0.77%(+797) | $157.40(+27.02%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 5.55% | 173.9K | $16.1M | -3.29%(-5.92K) | $89.31(+3.57%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.87% | 21.8K | $14.2M | -1.72%(-381) | $581.25(+27.17%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.65% | 28.2K | $13.5M | -0.64%(-182) | $457.49(+5.51%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 4.17% | 17.4K | $12.1M | -1.46%(-257) | $75.55(+49.98%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.92% | 39.6K | $11.4M | -1.58%(-636) | $177.48(+123.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.7% | 29.1K | $10.8M | -1.82%(-538) | $425.90(-0.93%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 3.61% | 71.9K | $10.5M | -2.72%(-2.01K) | $137.07(+6.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.23% |
Evelyn Partners Investment Management (Europe) Ltd reports $290.60M in US-listed equity holdings across 187 positions in its most recent 13F filing. Its largest disclosed positions are GLD (8.2%), CRH (8.0%) and URTH (6.5%). The top 20 holdings account for 71.14% of reported assets. Its disclosed equity book has returned +11.93% cumulatively over 5 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evelyn Partners Investment Management (Europe) Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065055). View Evelyn Partners Investment Management (Europe) Ltd’s 13F filings on SEC