Evelyn Partners Investment Management (Europe) Ltd
Filing Date
Global Rank
#4,349
/ 8,623
▼ 33
· as of Mar 2026
Top Industry
Building Materials
15.7%
3Y Alpha vs SPY
-6.1%
Period ended 4 months ago
Filed May 15, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+7.5%
SPY
+21.4%
Annualised alpha
-9.2%
Max drawdown
−17.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
138 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.6%
−1.5 pts
Top 5
45.9%
−1.0 pts
Top 10
64.5%
−1.3 pts
HHI
579
Diversified−18
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 21.2% | $39,677,772 |
| Unclassified | 21.2% | $39,651,353 |
| Technology | 13.3% | $24,986,218 |
| Basic Materials | 13.3% | $24,870,545 |
| Communication Services | 8.3% | $15,523,870 |
| Healthcare | 7.4% | $13,893,058 |
| Consumer Cyclical | 7.4% | $13,811,386 |
| Energy | 3.7% | $6,918,930 |
| Consumer Defensive | 2.9% | $5,522,037 |
| Industrials | 1.2% | $2,202,808 |
| Real Estate | 0.1% | $182,589 |
| Utilities | 0.1% | $135,976 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRH | Crh Public Ltd Co | −6,331 | 220,519 | $23,180,957 | |
| GEHC | GE HealthCare Technologies Inc. | −4,074 | 11,039 | $785,756 | |
| CRM | Salesforce, Inc. | −3,047 | 1,930 | $360,273 | |
| SW | Smurfit Westrock plc | −2,805 | 76,163 | $3,035,095 | |
| UNH | Unitedhealth Group Inc | −2,225 | 1,161 | $314,154 | |
| BAC | Bank Of America Corp /De/ | −1,664 | 33,295 | $1,623,131 | |
| NFLX | Netflix Inc | −1,200 | 26,410 | $2,539,321 | |
| MICC | Magnum Ice Cream Co N.V. | −804 | 6,366 | $95,171 | |
| MA | Mastercard Inc | −786 | 11,685 | $5,838,527 | |
| GOOGL | Alphabet Inc. | −636 | 39,616 | $11,391,976 | |
| PANW | Palo Alto Networks Inc | −588 | 2,828 | $453,384 | |
| MSFT | Microsoft Corp | −538 | 29,057 | $10,756,029 | |
| BX | Blackstone Inc. | −482 | 27,515 | $3,163,949 | |
| CL | Colgate Palmolive Co | −475 | 7,581 | $646,128 | |
| MCD | Mcdonalds Corp | −452 | 11,024 | $3,426,148 | |
| C | Citigroup Inc | −425 | 2,115 | $239,862 | |
| NVDA | Nvidia Corp | −403 | 25,931 | $4,522,366 | |
| SPY | Spdr S&P 500 ETF Trust | −381 | 21,762 | $14,152,699 | |
| CDNS | Cadence Design Systems Inc | −367 | 1,841 | $511,558 | |
| TTE | TotalEnergies SE | −355 | 66,789 | $6,076,463 | |
| PG | PROCTER & GAMBLE Co | −351 | 4,295 | $620,369 | |
| COST | Costco Wholesale Corp /New | −322 | 1,600 | $1,594,288 | |
| BDX | Becton Dickinson & Co | −275 | 561 | $88,206 | |
| SYK | Stryker Corp | −245 | 2,693 | $884,892 | |
| MAR | Marriott International Inc /Md/ | −240 | 760 | $248,573 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
138 tracked positions ·
$187,376,542 total
· filing declares
187 positions · $290,603,718
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 138 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 55,050 | $23,687,464 | 12.64% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Reduced | 220,519 | $23,180,957 | 12.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 21,762 | $14,152,699 | 7.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 28,188 | $13,507,689 | 7.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 39,616 | $11,391,976 | 6.08% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 29,057 | $10,756,029 | 5.74% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 27,509 | $6,981,509 | 3.73% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 66,789 | $6,076,463 | 3.24% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 11,685 | $5,838,527 | 3.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 25,400 | $5,290,058 | 2.82% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 25,931 | $4,522,366 | 2.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 17,907 | $4,377,187 | 2.34% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 21,991 | $4,337,065 | 2.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,803 | $4,060,290 | 2.17% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 4,167 | $3,525,240 | 1.88% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 11,024 | $3,426,148 | 1.83% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 27,515 | $3,163,949 | 1.69% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
Reduced | 76,163 | $3,035,095 | 1.62% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 9,759 | $2,949,560 | 1.57% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 26,410 | $2,539,321 | 1.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,138 | $1,811,190 | 0.97% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 33,295 | $1,623,131 | 0.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,600 | $1,594,288 | 0.85% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 18,567 | $1,576,152 | 0.84% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Reduced | 343 | $1,444,139 | 0.77% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 2,662 | $1,308,452 | 0.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,040 | $1,167,145 | 0.62% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,668 | $901,650 | 0.48% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 2,727 | $888,811 | 0.47% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 2,693 | $884,892 | 0.47% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 11,039 | $785,756 | 0.42% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 7,581 | $646,128 | 0.34% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 1,283 | $636,060 | 0.34% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 2,769 | $625,877 | 0.33% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Reduced | 3,566 | $622,659 | 0.33% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 4,295 | $620,369 | 0.33% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 7,863 | $597,981 | 0.32% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 3,405 | $577,692 | 0.31% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Held | 1,655 | $571,223 | 0.30% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,481 | $556,898 | 0.30% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 3,501 | $543,670 | 0.29% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 2,846 | $539,601 | 0.29% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 1,841 | $511,558 | 0.27% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 1,044 | $481,273 | 0.26% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 2,828 | $453,384 | 0.24% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 1,027 | $436,824 | 0.23% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 218 | $417,267 | 0.22% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 1,930 | $360,273 | 0.19% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,635 | $355,596 | 0.19% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 4,230 | $332,731 | 0.18% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.