Evelyn Partners Investment Management (Europe) Ltd holds a focused book of 187 reported positions worth $290.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter Sunbelt Rentals Holdings Inc first appears in 13F filings, a listing rather than a purchase; they opened AstraZeneca PLC and trimmed SPDR Gold Shares. Their largest long position is SPDR Gold Shares at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+7.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +17.9%, a 9.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Evelyn Partners Investment Management (Europe) Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Evelyn Partners Investment Management (Europe) Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 71 / 80 | $45.6B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $448.5M |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Greenbrier Partners Capital Management, LLC | 9 / 80 | $1.3B |
| Noked Israel Ltd | 8 / 80 | $889.3M |
| BlueSpruce Investments, LP | 10 / 80 | $593.6M |
| Luma Capital S.A. - SPF | 10 / 80 | $99.3M |
| Ardent Capital Management, Inc. | 19 / 80 | $211.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Evelyn Partners Investment Management (Europe) Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Gold TR GOLD SHS | $23.7M | 55.0K | 8.2% | ▼−0.4% Reduced · −224 sh | |
| 2 | CRH PLC ORD | $23.2M | 220.5K | 8.0% | ▼−2.8% Reduced · −6K sh | |
| 3 | Ishares Inc MSCI WORLD ETF | $18.9M | 104.9K | 6.5% | ▲+0.8% Added · +797 sh | |
| 4 | First TR Exchange-Traded FD CAP STRENGTH ETF | $16.1M | 173.9K | 5.5% | ▼−3.3% Reduced · −6K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $14.2M | 21.8K | 4.9% | ▼−1.7% Reduced · −381 sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $13.5M | 28.2K | 4.6% | ▼−0.6% Reduced · −182 sh | |
| 7 | Vanguard World FD INF TECH ETF | $12.1M | 17.4K | 4.2% | ▼−1.4% Reduced · −257 sh | |
| 8 | Alphabet Inc CAP STK CL A | $11.4M | 39.6K | 3.9% | ▼−1.6% Reduced · −636 sh | |
| 9 | Microsoft Corp COM | $10.8M | 29.1K | 3.7% | ▼−1.8% Reduced · −538 sh | |
| 10 | SPDR Series Trust STATE STREET SPD | $10.5M | 71.9K | 3.6% | ▼−2.7% Reduced · −2K sh | |
| 11 | Apple Inc COM | $7.0M | 27.5K | 2.4% | ▼−0.6% Reduced · −179 sh | |
| 12 | Totalenergies SE ACT | $6.2M | 66.8K | 2.1% | ▼−0.5% Reduced · −355 sh | |
| 13 | Ishares TR IBOXX INV CP ETF | $6.2M | 57.3K | 2.1% | ▼−2.0% Reduced · −1K sh | |
| 14 | Mastercard Incorporated CL A | $5.8M | 11.7K | 2.0% | ▼−6.3% Reduced · −786 sh | |
| 15 | Amazon Com Inc COM | $5.3M | 25.4K | 1.8% | ▲~0% Added · +1 sh | |
| 16 | Nvidia Corporation COM | $4.5M | 25.9K | 1.6% | ▼−1.5% Reduced · −403 sh | |
| 17 | First TR Exchange-Traded FD CLOUD COMPUTING | $4.5M | 40.8K | 1.5% | ▼−3.5% Reduced · −2K sh | |
| 18 | Johnson & Johnson COM | $4.4M | 17.9K | 1.5% | ▼−1.2% Reduced · −225 sh | |
| 19 | AstraZeneca PLC ORD | $4.3M | 22.0K | 1.5% | ▲New New position | |
| 20 | First TR Exchange-Traded FD SHS | $4.2M | 88.3K | 1.4% | ▼−6.9% Reduced · −7K sh | |
| 21 | JPMorgan Chase & Co COM | $4.1M | 13.8K | 1.4% | ▼−1.1% Reduced · −158 sh | |
| 22 | First TR Exchange-Traded FD DJ INTERNT IDX | $3.8M | 16.3K | 1.3% | ▼−4.5% Reduced · −762 sh | |
| 23 | Ishares TR ISHARES SEMICDTR | $3.7M | 11.2K | 1.3% | ▼−0.4% Reduced · −47 sh | |
| 24 | Goldman Sachs Group Inc COM | $3.5M | 4.2K | 1.2% | ▲+2.0% Added · +84 sh | |
| 25 | McDonalds Corp COM | $3.4M | 11.0K | 1.2% | ▼−3.9% Reduced · −452 sh | |
| 26 | Ishares TR TIPS BD ETF | $3.3M | 29.8K | 1.1% | ▼−4.2% Reduced · −1K sh | |
| 27 | Blackstone Inc COM | $3.2M | 27.5K | 1.1% | ▼−1.7% Reduced · −482 sh | |
| 28 | Smurfit Westrock PLC SHS | $3.0M | 76.2K | 1.0% | ▼−3.5% Reduced · −3K sh | |
| 29 | Visa Inc COM CL A | $2.9M | 9.8K | 1.0% | ▼−1.6% Reduced · −154 sh | |
| 30 | First TR Exchange-Traded FD NASDAQ CYB ETF | $2.6M | 40.8K | 0.9% | ▼−4.4% Reduced · −2K sh | |
| 31 | Netflix Inc. COM | $2.5M | 26.4K | 0.9% | ▼−4.3% Reduced · −1K sh | |
| 32 | First TR Exchange-Traded FD WTR ETF | $2.4M | 23.6K | 0.8% | ▼−10% Reduced · −3K sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $2.1M | 3.5K | 0.7% | ▲+0.2% Added · +6 sh | |
| 34 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.8M | 9.6K | 0.6% | ▲+7.4% Added · +665 sh | |
| 35 | Wisdomtree TR JAPN HEDGE EQT | $1.8M | 11.5K | 0.6% | ▼−2.0% Reduced · −235 sh | |
| 36 | Invesco QQQ TR UNIT SER 1 | $1.8M | 3.1K | 0.6% | ▼−1.6% Reduced · −52 sh | |
| 37 | First TR Exchange-Traded FD NAS CLNEDG GREEN | $1.6M | 35.3K | 0.6% | ▲+0.5% Added · +163 sh | |
| 38 | Bank America Corp COM | $1.6M | 33.3K | 0.6% | ▼−4.8% Reduced · −2K sh | |
| 39 | Alphabet Inc CAP STK CL C | $1.6M | 5.6K | 0.6% | ▼−0.6% Reduced · −35 sh | |
| 40 | Costco Wholesale Corporation COM | $1.6M | 1.6K | 0.5% | ▼−17% Reduced · −322 sh | |
| 41 | Nasdaq Inc COM | $1.6M | 18.6K | 0.5% | ▲+0.2% Added · +32 sh | |
| 42 | Booking Holdings Inc COM | $1.4M | 343 | 0.5% | ▼−10% Reduced · −40 sh | |
| 43 | Thermo Fisher Scientific Inc COM | $1.3M | 2.7K | 0.5% | ▼−3.1% Reduced · −85 sh | |
| 44 | Meta Platforms Inc CL A | $1.2M | 2.0K | 0.4% | ▼−1.4% Reduced · −30 sh | |
| 45 | Taiwan Semiconductor Manufac SPONSORED ADS | $902K | 2.7K | 0.3% | —Held | |
| 46 | Chubb Ltd Switz COM | $889K | 2.7K | 0.3% | —Held | |
| 47 | Stryker Corporation COM | $885K | 2.7K | 0.3% | ▼−8.3% Reduced · −245 sh | |
| 48 | Ge Healthcare Technologies I COMMON STOCK | $786K | 11.0K | 0.3% | ▼−27% Reduced · −4K sh | |
| 49 | Ishares TR MSCI EMG MKT ETF | $769K | 13.5K | 0.3% | ▼−2.3% Reduced · −320 sh | |
| 50 | First TR Exchange-Traded FD SHS | $766K | 3.5K | 0.3% | ▼−4.6% Reduced · −170 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2065055/holdings"
Use Arkolith to show Evelyn Partners Investment Management (Europe) Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 187 | $290.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 185 | $308.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 179 | $288.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 26, 2025 | 149d | 184 | $278.6M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Dec 8, 2025 | 252d | 188 | $267.2M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Dec 11, 2025 | 345d | 189 | $274.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.