Evelyn Partners Investment Management (Europe) Ltd
Filing Date
Global Rank
#4,009
/ 8,232
▲ 79
Top Industry
Building Materials
15.7%
3Y Alpha vs SPY
-8.3%
Period ended 2 months ago
Filed May 15, 2026 · 30d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.0%
SPY
+23.4%
Annualised alpha
-8.3%
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
12.6%
−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
1 positions ·
$182,589 total
· Real Estate only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMT |
American Tower Corp /Ma/
Real Estate
|
Held | 1,058 | $182,589 | 100.00% |