Evelyn Partners Investment Management (Europe) Ltd
Filing Date
Global Rank
#4,365
/ 8,616
▼ 23
· as of Mar 2026
Top Industry
Building Materials
15.9%
3Y Alpha vs SPY
-7.5%
Period ended 4 months ago
Filed May 15, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.1%
SPY
+24.9%
Annualised alpha
-7.2%
Max drawdown
−17.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
138 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.7%
−1.5 pts
Top 5
46.2%
−1.1 pts
Top 10
65.0%
−1.4 pts
HHI
587
Diversified−21
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 21.3% | $39,654,215 |
| Unclassified | 21.3% | $39,651,353 |
| Technology | 13.4% | $24,986,218 |
| Basic Materials | 13.4% | $24,870,545 |
| Communication Services | 8.3% | $15,523,870 |
| Healthcare | 7.5% | $13,893,058 |
| Consumer Cyclical | 6.7% | $12,425,012 |
| Energy | 3.7% | $6,918,930 |
| Consumer Defensive | 3.0% | $5,522,037 |
| Industrials | 1.2% | $2,209,951 |
| 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 positions ·
$185,973,754 total
· 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 | 12.74% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Reduced | 220,519 | $23,180,957 | 12.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 21,762 | $14,152,699 | 7.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 28,188 | $13,507,689 | 7.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 39,616 | $11,391,976 | 6.13% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 29,057 | $10,756,029 | 5.78% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 27,509 | $6,981,509 | 3.75% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 66,789 | $6,076,463 | 3.27% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 11,685 | $5,838,527 | 3.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 25,400 | $5,290,058 | 2.84% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 25,931 | $4,522,366 | 2.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 17,907 | $4,377,187 | 2.35% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 21,991 | $4,337,065 | 2.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,803 | $4,060,290 | 2.18% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 4,167 | $3,525,240 | 1.90% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 11,024 | $3,426,148 | 1.84% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 27,515 | $3,163,949 | 1.70% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
Reduced | 76,163 | $3,035,095 | 1.63% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 9,759 | $2,949,560 | 1.59% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 26,410 | $2,539,321 | 1.37% | |
| 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 | 0.86% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 18,567 | $1,576,152 | 0.85% | |
| 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 | 0.63% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,668 | $901,650 | 0.48% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 2,727 | $888,811 | 0.48% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 2,693 | $884,892 | 0.48% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 11,039 | $785,756 | 0.42% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 2,769 | $656,399 | 0.35% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 7,581 | $646,128 | 0.35% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 1,283 | $636,060 | 0.34% | |
| 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 | 0.31% | |
| 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 | 0.28% | |
| 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% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 218 | $417,267 | 0.22% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 1,027 | $413,267 | 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% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,161 | $314,154 | 0.17% |