Evelyn Partners Investment Management (Europe) Ltd
Top Portfolio Positions
137 positions ·
$173,868,853 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
55,050 | $23,687,464 | 13.62% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
220,519 | $23,180,957 | 13.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,762 | $14,152,699 | 8.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
39,616 | $11,391,976 | 6.55% | |
| MSFT |
Microsoft Corp
Technology
|
29,057 | $10,756,029 | 6.19% | |
| AAPL |
Apple Inc.
Technology
|
27,509 | $6,981,509 | 4.02% | |
| TTE |
TotalEnergies SE
Energy
|
66,789 | $6,076,463 | 3.49% | |
| MA |
Mastercard Inc
Financial Services
|
11,685 | $5,838,527 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,400 | $5,290,058 | 3.04% | |
| NVDA |
Nvidia Corp
Technology
|
25,931 | $4,522,366 | 2.60% |
Portfolio Trend
Holdings in NG
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 | $10,656 | 3,200 | Shares | Sole | 2025-12-11 | |
| 2025-03-31 | $9,344 | 3,200 | Shares | Sole | 2025-12-08 | |
| 2025-06-30 | $13,088 | 3,200 | Shares | Sole | 2025-11-26 | |
| 2025-09-30 | $28,160 | 3,200 | Shares | Sole | 2025-11-14 | |
| 2025-12-31 | $29,824 | 3,200 | Shares | Sole | 2026-02-13 | |
| 2026-03-31 | $28,736 | 3,200 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||