Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | +9.43% | +31.06% |
| Top 20 Holdings Unweighted | +8.10% | +26.33% |
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