Evelyn Partners Investment Management (Europe) Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 67.5%; sector active share 43.2% against the combined 13F book's sector weights.
Over time 6 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
186 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 48.5% | $140,797,245 |
| Financial Services | 13.8% | $40,017,931 |
| Technology | 8.6% | $24,986,218 |
| Basic Materials | 8.6% | $24,870,545 |
| Communication Services | 5.9% | $17,128,851 |
| Healthcare | 4.8% | $13,893,058 |
| Consumer Cyclical | 4.8% | $13,811,386 |
| Energy | 2.4% | $6,918,930 |
| Consumer Defensive | 1.9% | $5,522,037 |
| Industrials | 0.8% | $2,202,808 |
| Real Estate | 0.1% | $182,589 |
| Utilities | 0.0% | $135,976 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| URTH | iShares MSCI World ETF | +797 | 104,945 | $18,892,198 | |
| EWG | iShares MSCI Germany ETF | +668 | 13,354 | $529,753 | |
| RSP | Victory Portfolios II | +665 | 9,614 | $1,845,118 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | +599 | 3,833 | $315,954 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +494 | 2,105 | $217,720 | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | +458 | 830 | $59,535 | |
| — | +368 | 428 | $56,538 | ||
| QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | +163 | 35,272 | $1,639,089 | |
| GS | Goldman Sachs Group Inc | +84 | 4,167 | $3,525,240 | |
| NDAQ | Nasdaq, Inc. | +32 | 18,567 | $1,576,152 | |
| ISRG | Intuitive Surgical Inc | +27 | 1,044 | $481,273 | |
| VOO | VANGUARD 500 INDEX FUND | +6 | 3,469 | $2,072,900 | |
| AMZN | Amazon Com Inc | +1 | 25,400 | $5,290,058 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FVD | First Trust Value Line Dividend Index Fund | −6,581 | 88,281 | $4,151,855 | |
| CRH | Crh Public Ltd Co | −6,331 | 220,519 | $23,180,957 | |
| FTCS | First Trust Capital Strength ETF | −5,917 | 173,872 | $16,128,366 | |
| 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 | |
| FIW | First Trust Water ETF | −2,701 | 23,582 | $2,432,011 | |
| UNH | Unitedhealth Group Inc | −2,225 | 1,161 | $314,154 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | −2,010 | 71,922 | $10,496,296 | |
| — | −1,870 | 40,824 | $2,558,848 | ||
| BAC | Bank Of America Corp | −1,664 | 33,295 | $1,623,131 | |
| — | −1,506 | 40,835 | $4,465,715 | ||
| TIP | iShares TIPS Bond ETF | −1,298 | 29,825 | $3,291,487 | |
| NFLX | Netflix Inc | −1,200 | 26,410 | $2,539,321 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | −1,184 | 57,274 | $6,242,293 | |
| MICC | Magnum Ice Cream Co N.V. | −804 | 6,366 | $95,171 | |
| MA | Mastercard Inc | −786 | 11,685 | $5,838,527 | |
| FDN | First Trust Dow Jones Internet Index Fund | −762 | 16,341 | $3,824,284 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 55,050 | $23,687,464 | 8.15% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Reduced | 220,519 | $23,180,957 | 7.98% | |
| URTH |
iShares MSCI World ETF
|
Added | 104,945 | $18,892,198 | 6.50% | |
| FTCS |
First Trust Capital Strength ETF
|
Reduced | 173,872 | $16,128,366 | 5.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 21,762 | $14,152,699 | 4.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 28,188 | $13,507,689 | 4.65% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Reduced | 17,372 | $12,120,791 | 4.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 39,616 | $11,391,976 | 3.92% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 29,057 | $10,756,029 | 3.70% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Reduced | 71,922 | $10,496,296 | 3.61% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 27,509 | $6,981,509 | 2.40% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Reduced | 57,274 | $6,242,293 | 2.15% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 66,789 | $6,076,463 | 2.09% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 11,685 | $5,838,527 | 2.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 25,400 | $5,290,058 | 1.82% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 25,931 | $4,522,366 | 1.56% | |
|
|
Reduced | 40,835 | $4,465,715 | 1.54% | ||
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 17,907 | $4,377,187 | 1.51% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 21,991 | $4,337,065 | 1.49% | |
| FVD |
First Trust Value Line Dividend Index Fund
|
Reduced | 88,281 | $4,151,855 | 1.43% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,803 | $4,060,290 | 1.40% | |
| FDN |
First Trust Dow Jones Internet Index Fund
|
Reduced | 16,341 | $3,824,284 | 1.32% | |
| SOXX |
iShares Semiconductor ETF
|
Reduced | 11,219 | $3,687,236 | 1.27% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 4,167 | $3,525,240 | 1.21% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 11,024 | $3,426,148 | 1.18% | |
| TIP |
iShares TIPS Bond ETF
|
Reduced | 29,825 | $3,291,487 | 1.13% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 27,515 | $3,163,949 | 1.09% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
Reduced | 76,163 | $3,035,095 | 1.04% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 9,759 | $2,949,560 | 1.02% | |
|
|
Reduced | 40,824 | $2,558,848 | 0.88% | ||
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 26,410 | $2,539,321 | 0.87% | |
| FIW |
First Trust Water ETF
|
Reduced | 23,582 | $2,432,011 | 0.84% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 3,469 | $2,072,900 | 0.71% | |
| RSP |
Victory Portfolios II
|
Added | 9,614 | $1,845,118 | 0.64% | |
| DXJ |
WisdomTree Japan Hedged Equity Fund
|
Reduced | 11,478 | $1,820,181 | 0.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,138 | $1,811,190 | 0.62% | |
| QCLN |
First Trust NASDAQ Clean Edge Green Energy Index Fund
|
Added | 35,272 | $1,639,089 | 0.56% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 33,295 | $1,623,131 | 0.56% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 5,595 | $1,604,981 | 0.55% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 1,600 | $1,594,288 | 0.55% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 18,567 | $1,576,152 | 0.54% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Reduced | 343 | $1,444,139 | 0.50% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 2,662 | $1,308,452 | 0.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,040 | $1,167,145 | 0.40% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,668 | $901,650 | 0.31% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 2,727 | $888,811 | 0.31% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 2,693 | $884,892 | 0.30% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 11,039 | $785,756 | 0.27% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 13,542 | $769,050 | 0.26% | |
| QTEC |
First Trust NASDAQ-100-Technology Sector Index Fund
|
Reduced | 3,547 | $766,081 | 0.26% |
Showing the top 50 of 186 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.