Arkolith/Funds/Evelyn Partners Investment Management (Europe) Ltd

Evelyn Partners Investment Management (Europe) Ltd

CIK 2065055
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

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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holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
13
existing
Trimmed
55
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
53%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

59% mapped to company sectors

ETF / fund or unclassified
41%
Financials
22%
Information Technology
14%
Materials
10%
Health Care
4%
Consumer Discretionary
4%
Energy
2%
Industrials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

187 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Gold TR
GOLD SHS
$23.7M55.0K
8.2%
−0.4%
Reduced · −224 sh
2CRH PLC
ORD
$23.2M220.5K
8.0%
−2.8%
Reduced · −6K sh
3Ishares Inc
MSCI WORLD ETF
$18.9M104.9K
6.5%
+0.8%
Added · +797 sh
4First TR Exchange-Traded FD
CAP STRENGTH ETF
$16.1M173.9K
5.5%
−3.3%
Reduced · −6K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$14.2M21.8K
4.9%
−1.7%
Reduced · −381 sh
6Berkshire Hathaway Inc Del
CL B NEW
$13.5M28.2K
4.6%
−0.6%
Reduced · −182 sh
7Vanguard World FD
INF TECH ETF
$12.1M17.4K
4.2%
−1.4%
Reduced · −257 sh
8Alphabet Inc
CAP STK CL A
$11.4M39.6K
3.9%
−1.6%
Reduced · −636 sh
9Microsoft Corp
COM
$10.8M29.1K
3.7%
−1.8%
Reduced · −538 sh
10SPDR Series Trust
STATE STREET SPD
$10.5M71.9K
3.6%
−2.7%
Reduced · −2K sh
11Apple Inc
COM
$7.0M27.5K
2.4%
−0.6%
Reduced · −179 sh
12Totalenergies SE
ACT
$6.2M66.8K
2.1%
−0.5%
Reduced · −355 sh
13Ishares TR
IBOXX INV CP ETF
$6.2M57.3K
2.1%
−2.0%
Reduced · −1K sh
14Mastercard Incorporated
CL A
$5.8M11.7K
2.0%
−6.3%
Reduced · −786 sh
15Amazon Com Inc
COM
$5.3M25.4K
1.8%
~0%
Added · +1 sh
16Nvidia Corporation
COM
$4.5M25.9K
1.6%
−1.5%
Reduced · −403 sh
17First TR Exchange-Traded FD
CLOUD COMPUTING
$4.5M40.8K
1.5%
−3.5%
Reduced · −2K sh
18Johnson & Johnson
COM
$4.4M17.9K
1.5%
−1.2%
Reduced · −225 sh
19AstraZeneca PLC
ORD
$4.3M22.0K
1.5%
New
New position
20First TR Exchange-Traded FD
SHS
$4.2M88.3K
1.4%
−6.9%
Reduced · −7K sh
21JPMorgan Chase & Co
COM
$4.1M13.8K
1.4%
−1.1%
Reduced · −158 sh
22First TR Exchange-Traded FD
DJ INTERNT IDX
$3.8M16.3K
1.3%
−4.5%
Reduced · −762 sh
23Ishares TR
ISHARES SEMICDTR
$3.7M11.2K
1.3%
−0.4%
Reduced · −47 sh
24Goldman Sachs Group Inc
COM
$3.5M4.2K
1.2%
+2.0%
Added · +84 sh
25McDonalds Corp
COM
$3.4M11.0K
1.2%
−3.9%
Reduced · −452 sh
26Ishares TR
TIPS BD ETF
$3.3M29.8K
1.1%
−4.2%
Reduced · −1K sh
27Blackstone Inc
COM
$3.2M27.5K
1.1%
−1.7%
Reduced · −482 sh
28Smurfit Westrock PLC
SHS
$3.0M76.2K
1.0%
−3.5%
Reduced · −3K sh
29Visa Inc
COM CL A
$2.9M9.8K
1.0%
−1.6%
Reduced · −154 sh
30First TR Exchange-Traded FD
NASDAQ CYB ETF
$2.6M40.8K
0.9%
−4.4%
Reduced · −2K sh
31Netflix Inc.
COM
$2.5M26.4K
0.9%
−4.3%
Reduced · −1K sh
32First TR Exchange-Traded FD
WTR ETF
$2.4M23.6K
0.8%
−10%
Reduced · −3K sh
33Vanguard Index FDS
S&P 500 ETF SHS
$2.1M3.5K
0.7%
+0.2%
Added · +6 sh
34Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.8M9.6K
0.6%
+7.4%
Added · +665 sh
35Wisdomtree TR
JAPN HEDGE EQT
$1.8M11.5K
0.6%
−2.0%
Reduced · −235 sh
36Invesco QQQ TR
UNIT SER 1
$1.8M3.1K
0.6%
−1.6%
Reduced · −52 sh
37First TR Exchange-Traded FD
NAS CLNEDG GREEN
$1.6M35.3K
0.6%
+0.5%
Added · +163 sh
38Bank America Corp
COM
$1.6M33.3K
0.6%
−4.8%
Reduced · −2K sh
39Alphabet Inc
CAP STK CL C
$1.6M5.6K
0.6%
−0.6%
Reduced · −35 sh
40Costco Wholesale Corporation
COM
$1.6M1.6K
0.5%
−17%
Reduced · −322 sh
41Nasdaq Inc
COM
$1.6M18.6K
0.5%
+0.2%
Added · +32 sh
42Booking Holdings Inc
COM
$1.4M343
0.5%
−10%
Reduced · −40 sh
43Thermo Fisher Scientific Inc
COM
$1.3M2.7K
0.5%
−3.1%
Reduced · −85 sh
44Meta Platforms Inc
CL A
$1.2M2.0K
0.4%
−1.4%
Reduced · −30 sh
45Taiwan Semiconductor Manufac
SPONSORED ADS
$902K2.7K
0.3%
Held
46Chubb Ltd Switz
COM
$889K2.7K
0.3%
Held
47Stryker Corporation
COM
$885K2.7K
0.3%
−8.3%
Reduced · −245 sh
48Ge Healthcare Technologies I
COMMON STOCK
$786K11.0K
0.3%
−27%
Reduced · −4K sh
49Ishares TR
MSCI EMG MKT ETF
$769K13.5K
0.3%
−2.3%
Reduced · −320 sh
50First TR Exchange-Traded FD
SHS
$766K3.5K
0.3%
−4.6%
Reduced · −170 sh
Showing 50 of 187 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026187$290.6M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026185$308.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025179$288.6M13F-HR
Q2 2025Jun 30, 2025Nov 26, 2025184$278.6M13F-HR/A
Q1 2025Mar 31, 2025Dec 8, 2025188$267.2M13F-HR/A
Q4 2024Dec 31, 2024Dec 11, 2025189$274.9M13F-HR
Amended / restated
  • Q2 2025 · filed Aug 12, 202513F-HR · superseded
  • Q1 2025 · filed Aug 4, 202513F-HR · superseded

Data source

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.