Evelyn Partners Investment Management (Europe) Ltd

CIK

2065055

Location

Dublin, L2

Portfolio Value

Small $187,376,542

Diversification

Diversified

Filing Date

Global Rank

#4,343 / 8,588 ▼ 27

Top Industry

Building Materials 15.7%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed May 15, 2026 · 33d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+14.3%

SPY

+24.9%

Annualised alpha

-7.5%

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, 2025

Top 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	Positions
Financial Services	21.2%	$39,677,772	27
Unclassified	21.2%	$39,651,353	3
Technology	13.3%	$24,986,218	16
Basic Materials	13.3%	$24,870,545	13
Communication Services	8.3%	$15,523,870	9
Healthcare	7.4%	$13,893,058	18
Consumer Cyclical	7.4%	$13,811,386	16
Energy	3.7%	$6,918,930	7
Consumer Defensive	2.9%	$5,522,037	15
Industrials	1.2%	$2,202,808	12
Real Estate	0.1%	$182,589	1
Utilities	0.1%	$135,976	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
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
AMZN	Amazon Com Inc	+1	25,400	$5,290,058
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	21,991	$4,337,065
FCX	Freeport-Mcmoran Inc	1,340	$78,765
SUNB	Sunbelt Rentals Holdings, Inc.	560	$36,450
WAT	Waters Corp /De/	72	$21,441
DCH	Dauch Corp	132	$782
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ROP	Roper Technologies Inc	450	$200,308
PFE	Pfizer Inc	625	$15,562
VTRS	Viatris Inc	71	$883
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

138 positions · $187,376,542 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GTE	Gran Tierra Energy Inc. Energy	Held	1	0	$8	+100.0%	0.00%
OGN	Organon & Co. Healthcare	Held	23	0	$137	−16.5%	0.00%
JXN	Jackson Financial Inc. Financial Services	Reduced	7	-44	$740	−86.4%	0.00%
LND	BrasilAgro - Brazilian Agricultural Real Estate Co Consumer Defensive	Held	183	0	$774	+18.2%	0.00%
DCH	Dauch Corp Consumer Cyclical	NEW	132	NEW	$782	NEW	0.00%
PJT	PJT Partners Inc. Financial Services	Held	13	0	$1,816	−16.4%	0.00%
NKE	NIKE, Inc. Consumer Cyclical	Held	41	0	$2,165	−17.1%	0.00%
OXY	Occidental Petroleum Corp /De/ Energy	Held	41	0	$2,665	+58.2%	0.00%
ADBE	Adobe Inc. Technology	Reduced	15	-65	$3,646	−87.0%	0.00%
INTU	Intuit Inc. Technology	Held	10	0	$4,323	−34.7%	0.00%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	50	0	$6,273	−14.4%	0.00%
RIOT	Riot Platforms, Inc. Financial Services	Held	600	0	$7,416	−2.4%	0.00%
MDT	Medtronic plc Healthcare	Held	88	0	$7,625	−9.8%	0.00%
CLSK	Cleanspark, Inc. Financial Services	Held	900	0	$7,659	−15.9%	0.00%
TMUS	T-Mobile US, Inc. Communication Services	Held	40	0	$8,401	+3.4%	0.00%
BUR	Burford Capital Ltd Financial Services	Held	1,904	0	$8,606	−49.3%	0.00%
MRK	Merck & Co., Inc. Healthcare	Held	87	0	$10,465	+14.3%	0.01%
ICLR	Icon PLC Healthcare	Held	100	0	$11,066	−39.3%	0.01%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	204	0	$15,536	+56.8%	0.01%
MANU	Manchester United plc Communication Services	Held	985	0	$16,567	+5.7%	0.01%
VLTO	Veralto Corp Industrials	Held	201	0	$17,772	−11.4%	0.01%
SLB	Slb Limited/Nv Energy	Held	353	0	$18,140	+33.9%	0.01%
VMC	Vulcan Materials CO Basic Materials	Held	67	0	$18,244	−4.5%	0.01%
PYPL	PayPal Holdings, Inc. Financial Services	Held	416	0	$18,815	−22.5%	0.01%
AMD	Advanced Micro Devices Inc Technology	Held	100	0	$20,343	−5.0%	0.01%
ZG	Zillow Group, Inc. Communication Services	Held	500	0	$20,695	−39.3%	0.01%
WAT	Waters Corp /De/ Healthcare	NEW	72	NEW	$21,441	NEW	0.01%
IP	International Paper Co /New/ Consumer Cyclical	Held	622	0	$22,205	−9.4%	0.01%
IEX	Idex Corp /De/ Industrials	Held	120	0	$22,746	+6.5%	0.01%
EL	Estee Lauder Companies Inc Consumer Defensive	Held	317	0	$22,751	−31.5%	0.01%
UPS	United Parcel Service Inc Industrials	Held	250	0	$24,595	−0.8%	0.01%
NG	Novagold Resources Inc Basic Materials	Held	3,200	0	$28,736	−3.6%	0.02%
DPZ	Dominos Pizza Inc Consumer Cyclical	Held	81	0	$29,061	−13.9%	0.02%
APH	Amphenol Corp /De/ Technology	Held	234	0	$29,565	−6.5%	0.02%
ALC	Alcon Inc Healthcare	Held	400	0	$30,140	−4.4%	0.02%
NIO	NIO Inc. Consumer Cyclical	Held	5,000	0	$30,150	+18.2%	0.02%
LOGI	Logitech International S.A. Technology	Held	350	0	$31,892	−9.1%	0.02%
TRI	Thomson Reuters Corp /Can/ Industrials	Held	393	0	$35,362	−31.8%	0.02%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	560	NEW	$36,450	NEW	0.02%
LVS	Las Vegas Sands Corp Consumer Cyclical	Held	690	0	$37,177	−17.2%	0.02%
VZ	Verizon Communications Inc Communication Services	Held	765	0	$38,403	+23.3%	0.02%
IBKR	Interactive Brokers Group, Inc. Financial Services	Held	598	0	$40,107	+4.3%	0.02%
RY	Royal Bank Of Canada Financial Services	Held	250	0	$40,445	−5.1%	0.02%
CM	Canadian Imperial Bank Of Commerce /Can/ Financial Services	Held	450	0	$42,637	+4.6%	0.02%
RACE	Ferrari N.V. Consumer Cyclical	Held	126	0	$42,644	−8.4%	0.02%
MO	Altria Group, Inc. Consumer Defensive	Held	678	0	$44,741	+14.4%	0.02%
DVN	Devon Energy Corp/De Energy	Held	901	0	$45,338	+37.4%	0.02%
ACN	Accenture plc Technology	Held	245	0	$48,581	−26.1%	0.03%
AU	AngloGold Ashanti PLC Basic Materials	Held	500	0	$48,680	+14.2%	0.03%
SBUX	Starbucks Corp Consumer Cyclical	Held	580	0	$51,962	+6.4%	0.03%