Sponsored

The Analysis of Evelyn Partners Investment Management (Europe) Ltd's Holdings & P&L

Currently, Evelyn Partners Investment Management (Europe) Ltd holds 187 types of securities in its portfolio with a total value $290.6M. In the most recent quarter, they have increased their positions in N/A (+22.0K shares, valued at $4.3M), URTH (+797 shares, valued at $143.5K), N/A (+665 shares, valued at $127.6K); decreased their positions in N/A (-6.3K shares, valued at $665.5K), UNH (-2.2K shares, valued at $602.1K), CRM (-3.0K shares, valued at $568.8K); initiated new positions in N/A (+22.0K shares, valued at $4.3M), FCX (+1.3K shares, valued at $78.8K), N/A (+560 shares, valued at $36.5K).

1M P&L

+10.9M+5.19%

3M P&L

-73.4M-24.97%

HY P&L

-75.2M-25.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A135.8M

61.8%

2Software - Infrastructure11.2M

5.1%

3Credit Services8.8M

4.0%

Top Industries by Stock Count

1N/A50 stocks

30.9%

2Software - Application5 stocks

3.1%

3Gold5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR55.0K shares-0.41%2026-03-312026-05-15

CRH PLC CRH PLC220.5K shares-2.79%2026-03-312026-05-15

URTH ISHARES INC104.9K shares0.77%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD173.9K shares-3.29%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T21.8K shares-1.72%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL28.2K shares-0.64%2026-03-312026-05-15

VGT VANGUARD WORLD FD17.4K shares-1.46%2026-03-312026-05-15

ALPHABET INC ALPHABET INC39.6K shares-1.58%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP29.1K shares-1.82%2026-03-312026-05-15

SDY SPDR SERIES TRUST71.9K shares-2.72%2026-03-312026-05-15

AAPL APPLE INC27.5K shares-0.65%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE66.8K shares-0.53%2026-03-312026-05-15

LQD ISHARES TR57.3K shares-2.03%2026-03-312026-05-15

MA MASTERCARD INCORPORATED11.7K shares-6.30%2026-03-312026-05-15

AMZN AMAZON COM INC25.4K shares0.00%2026-03-312026-05-15

NVDA NVIDIA CORPORATION25.9K shares-1.53%2026-03-312026-05-15

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD40.8K shares-3.56%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON17.9K shares-1.24%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC22.0K sharesnew addition2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD88.3K shares-6.94%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO13.8K shares-1.13%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD16.3K shares-4.46%2026-03-312026-05-15

SOXX ISHARES TR11.2K shares-0.42%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC4.2K shares2.06%2026-03-312026-05-15

Sponsored

MCD MCDONALDS CORP11.0K shares-3.94%2026-03-312026-05-15

TIP ISHARES TR29.8K shares-4.17%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC27.5K shares-1.72%2026-03-312026-05-15

SW SMURFIT WESTROCK PLC76.2K shares-3.55%2026-03-312026-05-15

V VISA INC9.8K shares-1.55%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD40.8K shares-4.38%2026-03-312026-05-15

NFLX NETFLIX INC.26.4K shares-4.35%2026-03-312026-05-15

FIW FIRST TR EXCHANGE-TRADED FD23.6K shares-10.28%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares0.17%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.6K shares7.43%2026-03-312026-05-15

DXJ WISDOMTREE TR11.5K shares-2.01%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR3.1K shares-1.63%2026-03-312026-05-15

QCLN FIRST TR EXCHANGE-TRADED FD35.3K shares0.46%2026-03-312026-05-15

BAC BANK AMERICA CORP33.3K shares-4.76%2026-03-312026-05-15

ALPHABET INC ALPHABET INC5.6K shares-0.62%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.6K shares-16.75%2026-03-312026-05-15

Sponsored

NDAQ NASDAQ INC18.6K shares0.17%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC343 shares-10.44%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC2.7K shares-3.09%2026-03-312026-05-15

META META PLATFORMS INC2.0K shares-1.45%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.7K shares0.00%2026-03-312026-05-15

CB CHUBB LTD SWITZ2.7K shares0.00%2026-03-312026-05-15

SYK STRYKER CORPORATION2.7K shares-8.34%2026-03-312026-05-15

GEHC GE HEALTHCARE TECHNOLOGIES I11.0K shares-26.96%2026-03-312026-05-15

Sponsored

EEM ISHARES TR13.5K shares-2.31%2026-03-312026-05-15

QTEC FIRST TR EXCHANGE-TRADED FD3.5K shares-4.57%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO7.6K shares-5.90%2026-03-312026-05-15

LINDE PLC LINDE PLC1.3K shares0.00%2026-03-312026-05-15

EMLP FIRST TR EXCHANGE-TRADED FD14.4K shares0.00%2026-03-312026-05-15

HON HONEYWELL INTL INC2.8K shares0.00%2026-03-312026-05-15

COIN COINBASE GLOBAL INC3.6K shares-3.12%2026-03-312026-05-15

PG PROCTER & GAMBLE CO4.3K shares-7.55%2026-03-312026-05-15

Sponsored

KO COCA COLA CO7.9K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP3.4K shares0.00%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC1.7K shares0.00%2026-03-312026-05-15

WMT WALMART INC4.5K shares0.00%2026-03-312026-05-15

PEP PEPSICO INC3.5K shares0.00%2026-03-312026-05-15

DHR DANAHER CORP DEL2.8K shares0.00%2026-03-312026-05-15

EWG ISHARES INC13.4K shares5.27%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC1.8K shares-16.62%2026-03-312026-05-15

Sponsored

ISRG INTUITIVE SURGICAL INC1.0K shares2.65%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC2.8K shares-17.21%2026-03-312026-05-15

SPGI S&P GLOBAL INC1.0K shares0.00%2026-03-312026-05-15

MKL MARKEL GROUP INC218 shares0.00%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR6.6K shares0.00%2026-03-312026-05-15

CRM SALESFORCE INC1.9K shares-61.22%2026-03-312026-05-15

ABBV ABBVIE INC1.6K shares0.00%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR6.9K shares0.00%2026-03-312026-05-15

Sponsored

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.2K shares0.00%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F3.8K shares18.52%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.2K shares-65.71%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC5.4K shares0.00%2026-03-312026-05-15

DIS DISNEY WALT CO3.0K shares0.00%2026-03-312026-05-15

ZTS ZOETIS INC2.3K shares0.00%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW760 shares-24.00%2026-03-312026-05-15

NEM NEWMONT CORP2.3K shares0.00%2026-03-312026-05-15

Sponsored

CITIGROUP INC CITIGROUP INC2.1K shares-16.73%2026-03-312026-05-15

XPH SPDR SERIES TRUST4.3K shares0.00%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP9.1K shares0.00%2026-03-312026-05-15

STIP ISHARES TR2.1K shares30.66%2026-03-312026-05-15

VB VANGUARD INDEX FDS800 shares0.00%2026-03-312026-05-15

CVX CHEVRON CORPORATION960 shares0.00%2026-03-312026-05-15

IGM ISHARES TR1.6K shares0.00%2026-03-312026-05-15

AMT AMERICAN TOWER CORP1.1K shares0.00%2026-03-312026-05-15

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC707 shares0.00%2026-03-312026-05-15

RGLD ROYAL GOLD INC612 shares0.00%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD750 shares0.00%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP1.6K shares0.00%2026-03-312026-05-15

MSTR STRATEGY INC1.2K shares0.00%2026-03-312026-05-15

AGI ALAMOS GOLD INC3.3K shares0.00%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC2.5K shares0.00%2026-03-312026-05-15

CAT CATERPILLAR INC200 shares0.00%2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC1.5K shares0.00%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC820 shares0.00%2026-03-312026-05-15

WFC WELLS FARGO & CO1.7K shares0.00%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC135 shares0.00%2026-03-312026-05-15

FXI ISHARES TR3.5K shares0.00%2026-03-312026-05-15

FDX FEDEX CORP338 shares0.00%2026-03-312026-05-15

IVOO VANGUARD ADMIRAL FDS INC1.0K shares0.00%2026-03-312026-05-15

IVV ISHARES TR178 shares0.00%2026-03-312026-05-15

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP3.3K shares0.00%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS470 shares0.00%2026-03-312026-05-15

EWJ ISHARES INC1.3K shares0.00%2026-03-312026-05-15

IJR ISHARES TR900 shares0.00%2026-03-312026-05-15

AER AERCAP HOLDINGS NV795 shares0.00%2026-03-312026-05-15

AG FIRST MAJESTIC SILVER CORP4.7K shares0.00%2026-03-312026-05-15

PSTG EVERPURE INC1.6K shares0.00%2026-03-312026-05-15

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV6.4K shares-11.21%2026-03-312026-05-15

Sponsored

VV VANGUARD INDEX FDS310 shares0.00%2026-03-312026-05-15

IXC ISHARES TR1.6K shares0.00%2026-03-312026-05-15

BDX BECTON DICKINSON & CO561 shares-32.89%2026-03-312026-05-15

FLUT FLUTTER ENTMT PLC855 shares-21.05%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC1.3K sharesnew addition2026-03-312026-05-15

VPL VANGUARD INTL EQUITY INDEX F792 shares0.00%2026-03-312026-05-15

ABT ABBOTT LABORATORIES675 shares0.00%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I220 shares0.00%2026-03-312026-05-15

Sponsored

KDP KEURIG DR PEPPER INC2.4K shares0.00%2026-03-312026-05-15

VSGX VANGUARD WORLD FD830 shares123.12%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP210 shares0.00%2026-03-312026-05-15

CME CME GROUP INC195 shares0.00%2026-03-312026-05-15

RBLX ROBLOX CORP1.0K shares0.00%2026-03-312026-05-15

SUSA ISHARES TR428 shares613.33%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2026-03-312026-05-15

SBUX STARBUCKS CORP580 shares0.00%2026-03-312026-05-15

Sponsored

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC500 shares0.00%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND245 shares0.00%2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW901 shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC678 shares0.00%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS743 shares0.00%2026-03-312026-05-15

RACE FERRARI N V126 shares0.00%2026-03-312026-05-15

CM CANADIAN IMPERIAL BANK OF CO450 shares0.00%2026-03-312026-05-15

RY ROYAL BK CDA250 shares0.00%2026-03-312026-05-15

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN598 shares0.00%2026-03-312026-05-15

IYC ISHARES TR400 shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC765 shares0.00%2026-03-312026-05-15

LVS LAS VEGAS SANDS CORP690 shares0.00%2026-03-312026-05-15

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC560 sharesnew addition2026-03-312026-05-15

IEMG ISHARES INC515 shares0.00%2026-03-312026-05-15

THOMSON REUTERS CORP THOMSON REUTERS CORP393 shares0.00%2026-03-312026-05-15

LOGI LOGITECH INTL S A350 shares0.00%2026-03-312026-05-15

Sponsored

ALC ALCON AG400 shares0.00%2026-03-312026-05-15

NIO NIO INC5.0K shares0.00%2026-03-312026-05-15

APH AMPHENOL CORP234 shares0.00%2026-03-312026-05-15

DPZ DOMINOS PIZZA INC81 shares0.00%2026-03-312026-05-15

IVW ISHARES TR255 shares-10.53%2026-03-312026-05-15

NG NOVAGOLD RESOURCES INC3.2K shares0.00%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC250 shares0.00%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS268 shares0.00%2026-03-312026-05-15

Sponsored

EL LAUDER ESTEE COS INC317 shares0.00%2026-03-312026-05-15

IEX IDEX CORP120 shares0.00%2026-03-312026-05-15

DVY ISHARES TR150 shares0.00%2026-03-312026-05-15

IP INTERNATIONAL PAPER CO622 shares0.00%2026-03-312026-05-15

WAT WATERS CORP72 sharesnew addition2026-03-312026-05-15

KBE SPDR SERIES TRUST355 shares0.00%2026-03-312026-05-15

ZG ZILLOW GROUP INC500 shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC100 shares0.00%2026-03-312026-05-15

Sponsored

PYPL PAYPAL HLDGS INC416 shares0.00%2026-03-312026-05-15

VMC VULCAN MATLS CO67 shares0.00%2026-03-312026-05-15

SLB SLB LIMITED353 shares0.00%2026-03-312026-05-15

VLTO VERALTO CORP201 shares0.00%2026-03-312026-05-15

MANU MANCHESTER UTD PLC NEW985 shares0.00%2026-03-312026-05-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC204 shares0.00%2026-03-312026-05-15

EPP ISHARES INC267 shares0.00%2026-03-312026-05-15

ICLR ICON PLC100 shares0.00%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC87 shares0.00%2026-03-312026-05-15

BUR BURFORD CAPITAL LIMITED1.9K shares0.00%2026-03-312026-05-15

TMUS T-MOBILE US INC40 shares0.00%2026-03-312026-05-15

CLSK CLEANSPARK INC900 shares0.00%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC88 shares0.00%2026-03-312026-05-15

RIOT RIOT PLATFORMS INC600 shares0.00%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD50 shares0.00%2026-03-312026-05-15

INTU INTUIT10 shares0.00%2026-03-312026-05-15

Sponsored

ADBE ADOBE INC15 shares-81.25%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP41 shares0.00%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR58 shares0.00%2026-03-312026-05-15

NKE NIKE INC41 shares0.00%2026-03-312026-05-15

PJT PJT PARTNERS INC13 shares0.00%2026-03-312026-05-15

AXL DAUCH CORP132 sharesnew addition2026-03-312026-05-15

LND BRASILAGRO COMPANHIA BRASILE183 shares0.00%2026-03-312026-05-15

JXN JACKSON FINANCIAL INC7 shares-86.27%2026-03-312026-05-15

Sponsored

OXY.WS OCCIDENTAL PETE CORP7 shares0.00%2026-03-312026-05-15

OGN ORGANON & CO23 shares0.00%2026-03-312026-05-15

GRAN TIERRA ENERGY INC GRAN TIERRA ENERGY INC1 shares0.00%2026-03-312026-05-15

GLD

SPDR GOLD TR

-0.41%

Shares55.0K

Event2026-03-31

Filed2026-05-15

CRH PLC

-2.79%

Shares220.5K

Event2026-03-31

Filed2026-05-15

URTH

ISHARES INC

0.77%

Shares104.9K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TR EXCHANGE-TRADED FD

-3.29%

Shares173.9K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.72%

Shares21.8K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-0.64%

Shares28.2K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-1.46%

Shares17.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.58%

Shares39.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-1.82%

Shares29.1K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-2.72%

Shares71.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.65%

Shares27.5K

Event2026-03-31

Filed2026-05-15

TOTALENERGIES SE

-0.53%

Shares66.8K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

-2.03%

Shares57.3K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-6.30%

Shares11.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-1.53%

Shares25.9K

Event2026-03-31

Filed2026-05-15

SKYY

FIRST TR EXCHANGE-TRADED FD

-3.56%

Shares40.8K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-1.24%

Shares17.9K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares22.0K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

-6.94%

Shares88.3K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-1.13%

Shares13.8K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TR EXCHANGE-TRADED FD

-4.46%

Shares16.3K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

-0.42%

Shares11.2K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

2.06%

Shares4.2K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-3.94%

Shares11.0K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

-4.17%

Shares29.8K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-1.72%

Shares27.5K

Event2026-03-31

Filed2026-05-15

SMURFIT WESTROCK PLC

-3.55%

Shares76.2K

Event2026-03-31

Filed2026-05-15

VISA INC

-1.55%

Shares9.8K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TR EXCHANGE-TRADED FD

-4.38%

Shares40.8K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

-4.35%

Shares26.4K

Event2026-03-31

Filed2026-05-15

FIW

FIRST TR EXCHANGE-TRADED FD

-10.28%

Shares23.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.17%

Shares3.5K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

7.43%

Shares9.6K

Event2026-03-31

Filed2026-05-15

DXJ

WISDOMTREE TR

-2.01%

Shares11.5K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-1.63%

Shares3.1K

Event2026-03-31

Filed2026-05-15

QCLN

FIRST TR EXCHANGE-TRADED FD

0.46%

Shares35.3K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-4.76%

Shares33.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.62%

Shares5.6K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-16.75%

Shares1.6K

Event2026-03-31

Filed2026-05-15

NDAQ

NASDAQ INC

0.17%

Shares18.6K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-10.44%

Shares343

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-3.09%

Shares2.7K

Event2026-03-31

Filed2026-05-15