Evelyn Partners Investment Management (Europe) Ltd holds a focused book of 187 stocks worth $290.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed SPDR Gold Shares. Their largest long position is SPDR Gold Shares at 8% of the equity book.
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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.
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.
59% mapped to company sectors
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 187 | $290.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 185 | $308.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 179 | $288.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 26, 2025 | 184 | $278.6M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Dec 8, 2025 | 188 | $267.2M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Dec 11, 2025 | 189 | $274.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.