13F HOLDINGS REPORT
Evelyn Partners Investment Management (Europe) Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003424
Total Value
$288.6M
Positions
179
Other Managers
0
Confidential Omitted
No
Holdings (179)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 232,904 | $27.9M | 9.68% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 33733B100 | 211,729 | $20.3M | 7.04% |
| 3 | SPDR GOLD TR | GLD | 53,145 | $18.9M | 6.55% |
| 4 | ISHARES INC | 464286392 | 102,740 | $18.7M | 6.46% |
| 5 | MICROSOFT CORP | MSFT | 30,363 | $15.7M | 5.45% |
| 6 | SPDR S&P 500 ETF TR | SPY | 22,271 | $14.8M | 5.14% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 27,831 | $14.0M | 4.85% |
| 8 | VANGUARD WORLD FD | 92204A702 | 18,408 | $13.7M | 4.76% |
| 9 | SPDR SERIES TRUST | 78464A763 | 75,685 | $10.6M | 3.67% |
| 10 | ALPHABET INC | GOOG | 41,408 | $10.1M | 3.49% |
| 11 | MASTERCARD INCORPORATED | MA | 13,015 | $7.4M | 2.56% |
| 12 | APPLE INC | AAPL | 28,593 | $7.3M | 2.52% |
| 13 | ISHARES TR | 464287242 | 58,869 | $6.6M | 2.27% |
| 14 | AMAZON COM INC | AMZN | 24,831 | $5.5M | 1.89% |
| 15 | BLACKSTONE INC | BX | 30,175 | $5.2M | 1.79% |
| 16 | FIRST TR EXCHANGE-TRADED FD | 33734H106 | 99,412 | $4.6M | 1.59% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 14,338 | $4.5M | 1.57% |
| 18 | NVIDIA CORPORATION | NVDA | 23,828 | $4.4M | 1.54% |
| 19 | SMURFIT WESTROCK PLC | SW | 86,207 | $3.7M | 1.27% |
| 20 | ISHARES TR | 464287176 | 32,616 | $3.6M | 1.26% |
| 21 | JOHNSON & JOHNSON | JNJ | 18,747 | $3.5M | 1.20% |
| 22 | MCDONALDS CORP | MCD | 11,001 | $3.3M | 1.16% |
| 23 | GOLDMAN SACHS GROUP INC | GSCE | 4,100 | $3.3M | 1.13% |
| 24 | VISA INC | V | 9,525 | $3.3M | 1.13% |
| 25 | NETFLIX INC | NFLX | 2,512 | $3.0M | 1.04% |
| 26 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 39,006 | $3.0M | 1.03% |
| 27 | ISHARES TR | 464287523 | 10,515 | $2.9M | 0.99% |
| 28 | VANGUARD INDEX FDS | 922908363 | 3,463 | $2.1M | 0.73% |
| 29 | BOOKING HOLDINGS INC | BKNG | 385 | $2.1M | 0.72% |
| 30 | INVESCO QQQ TR | IVZ | 3,252 | $2.0M | 0.68% |
| 31 | BANK AMERICA CORP | 060505104 | 35,759 | $1.8M | 0.64% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,694 | $1.6M | 0.57% |
| 33 | NASDAQ INC | NDAQ | 18,197 | $1.6M | 0.56% |
| 34 | WISDOMTREE TR | WT | 12,322 | $1.6M | 0.55% |
| 35 | COSTCO WHSL CORP NEW | 22160K105 | 1,704 | $1.6M | 0.55% |
| 36 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 34,309 | $1.4M | 0.50% |
| 37 | ALPHABET INC | GOOG | 5,760 | $1.4M | 0.49% |
| 38 | META PLATFORMS INC | META | 1,820 | $1.3M | 0.46% |
| 39 | COINBASE GLOBAL INC | COIN | 3,538 | $1.2M | 0.41% |
| 40 | UNITEDHEALTH GROUP INC | UNH | 3,385 | $1.2M | 0.40% |
| 41 | SALESFORCE INC | CRM | 4,867 | $1.2M | 0.40% |
| 42 | THERMO FISHER SCIENTIFIC INC | TMO | 2,363 | $1.1M | 0.40% |
| 43 | STRYKER CORPORATION | SYK | 2,804 | $1.0M | 0.36% |
| 44 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 12,838 | $964,134 | 0.33% |
| 45 | FIRST TR EXCHANGE-TRADED FD | 337345102 | 3,957 | $908,567 | 0.31% |
| 46 | PROCTER AND GAMBLE CO | 742718109 | 5,030 | $772,859 | 0.27% |
| 47 | ISHARES TR | 464287234 | 14,312 | $764,261 | 0.26% |
| 48 | CADENCE DESIGN SYSTEM INC | CDNS | 2,167 | $761,180 | 0.26% |
| 49 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,668 | $745,146 | 0.26% |
| 50 | CHUBB LIMITED | CB | 2,592 | $731,592 | 0.25% |
| 51 | COLGATE PALMOLIVE CO | CL | 9,061 | $724,336 | 0.25% |
| 52 | LINDE PLC | LIN | 1,480 | $703,000 | 0.24% |
| 53 | PALO ALTO NETWORKS INC | PANW | 3,355 | $683,145 | 0.24% |
| 54 | HONEYWELL INTL INC | 438516106 | 3,089 | $650,235 | 0.23% |
| 55 | DANAHER CORPORATION | 235851102 | 3,131 | $620,752 | 0.22% |
| 56 | PEPSICO INC | PEP | 3,904 | $548,278 | 0.19% |
| 57 | COCA COLA CO | KO | 7,963 | $528,106 | 0.18% |
| 58 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 13,671 | $523,463 | 0.18% |
| 59 | ISHARES INC | 464286806 | 12,505 | $520,333 | 0.18% |
| 60 | L3HARRIS TECHNOLOGIES INC | LHX | 1,655 | $505,454 | 0.18% |
| 61 | S&P GLOBAL INC | SPGI | 1,027 | $499,851 | 0.17% |
| 62 | WALMART INC | WMT | 4,481 | $461,812 | 0.16% |
| 63 | INTUITIVE SURGICAL INC | ISRG | 987 | $441,416 | 0.15% |
| 64 | MARKEL GROUP INC | MKL | 218 | $416,676 | 0.14% |
| 65 | ABBVIE INC | ABBV | 1,760 | $407,510 | 0.14% |
| 66 | ZOETIS INC | ZTS | 2,785 | $407,501 | 0.14% |
| 67 | STRATEGY INC | STRK | 1,200 | $386,652 | 0.13% |
| 68 | EXXON MOBIL CORP | XOM | 3,405 | $383,914 | 0.13% |
| 69 | SELECT SECTOR SPDR TR | 81369Y605 | 6,890 | $371,164 | 0.13% |
| 70 | DISNEY WALT CO | 254687106 | 3,105 | $355,523 | 0.12% |
| 71 | MONDELEZ INTL INC | 609207105 | 5,370 | $335,464 | 0.12% |
| 72 | CITIGROUP INC | C-PR | 3,230 | $327,845 | 0.11% |
| 73 | BECTON DICKINSON & CO | BDX | 1,703 | $318,751 | 0.11% |
| 74 | CANADIAN PACIFIC KANSAS CITY | CP | 4,230 | $314,975 | 0.11% |
| 75 | SELECT SECTOR SPDR TR | 81369Y506 | 3,312 | $295,894 | 0.10% |
| 76 | MARRIOTT INTL INC NEW | 571903202 | 1,000 | $260,440 | 0.09% |
| 77 | VANGUARD INTL EQUITY INDEX F | 922042874 | 3,234 | $258,073 | 0.09% |
| 78 | FLUTTER ENTMT PLC | G3643J108 | 999 | $253,746 | 0.09% |
| 79 | CHEVRON CORP NEW | CVX | 1,450 | $225,170 | 0.08% |
| 80 | ROPER TECHNOLOGIES INC | ROP | 450 | $224,411 | 0.08% |
| 81 | SPDR SERIES TRUST | 78464A722 | 4,625 | $221,722 | 0.08% |
| 82 | VANGUARD ADMIRAL FDS INC | 921932885 | 1,919 | $211,819 | 0.07% |
| 83 | ISHARES TR | 464287549 | 1,620 | $204,039 | 0.07% |
| 84 | AMERICAN TOWER CORP NEW | 03027X100 | 1,058 | $203,475 | 0.07% |
| 85 | VANGUARD INDEX FDS | 922908751 | 800 | $203,424 | 0.07% |
| 86 | KIMBERLY-CLARK CORP | KMB | 1,560 | $193,970 | 0.07% |
| 87 | NEWMONT CORP | NEMCL | 2,028 | $170,981 | 0.06% |
| 88 | UNILEVER PLC | UNLYF | 2,800 | $165,984 | 0.06% |
| 89 | FERGUSON ENTERPRISES INC | FERG | 707 | $158,778 | 0.06% |
| 90 | BLACKROCK INC | BLK | 135 | $157,392 | 0.05% |
| 91 | WELLS FARGO CO NEW | 949746101 | 1,788 | $149,870 | 0.05% |
| 92 | SPROTT ASSET MANAGEMENT LP | SII | 9,100 | $142,870 | 0.05% |
| 93 | ISHARES TR | 464287184 | 3,460 | $142,344 | 0.05% |
| 94 | ROBLOX CORP | RBLX | 1,000 | $138,520 | 0.05% |
| 95 | PURE STORAGE INC | 74624M102 | 1,650 | $138,286 | 0.05% |
| 96 | PHILIP MORRIS INTL INC | 718172109 | 820 | $133,004 | 0.05% |
| 97 | INTERNATIONAL BUSINESS MACHS | INTR | 470 | $132,615 | 0.05% |
| 98 | ISHARES TR | 46429B747 | 1,241 | $128,270 | 0.04% |
| 99 | AGNICO EAGLE MINES LTD | AEM | 750 | $126,295 | 0.04% |
| 100 | ALAMOS GOLD INC NEW | AGI | 3,300 | $115,004 | 0.04% |
| 101 | ISHARES INC | 46434G822 | 1,345 | $107,882 | 0.04% |
| 102 | ISHARES TR | 464287804 | 900 | $106,947 | 0.04% |
| 103 | SPROTT ASSET MANAGEMENT LP | SII | 3,250 | $96,265 | 0.03% |
| 104 | AERCAP HOLDINGS NV | AER | 795 | $96,195 | 0.03% |
| 105 | ISHARES TR | 464287200 | 143 | $95,710 | 0.03% |
| 106 | VANGUARD INDEX FDS | 922908637 | 310 | $95,437 | 0.03% |
| 107 | CATERPILLAR INC | CAT | 200 | $95,430 | 0.03% |
| 108 | ABBOTT LABS | ABLZF | 675 | $90,410 | 0.03% |
| 109 | NEXTERA ENERGY INC | NEE-PW | 1,089 | $82,209 | 0.03% |
| 110 | FEDEX CORP | FDX | 338 | $79,704 | 0.03% |
| 111 | ROYAL GOLD INC | RGLD | 350 | $70,203 | 0.02% |
| 112 | VANGUARD INTL EQUITY INDEX F | 922042866 | 792 | $69,569 | 0.02% |
| 113 | ROYAL CARIBBEAN GROUP | V7780T103 | 210 | $67,952 | 0.02% |
| 114 | ISHARES TR | 464287341 | 1,604 | $66,967 | 0.02% |
| 115 | THOMSON REUTERS CORP | TMSOF | 393 | $61,012 | 0.02% |
| 116 | ACCENTURE PLC IRELAND | ACN | 245 | $60,417 | 0.02% |
| 117 | KEURIG DR PEPPER INC | KDP | 2,352 | $60,000 | 0.02% |
| 118 | AIR PRODS & CHEMS INC | AIIR | 220 | $59,998 | 0.02% |
| 119 | FIRST MAJESTIC SILVER CORP | AG | 4,700 | $57,704 | 0.02% |
| 120 | VANGUARD INTL EQUITY INDEX F | 922042858 | 1,011 | $54,776 | 0.02% |
| 121 | SANDSTORM GOLD LTD | 80013R206 | 4,200 | $52,561 | 0.02% |
| 122 | INTERNATIONAL PAPER CO | 460146103 | 1,071 | $49,694 | 0.02% |
| 123 | STARBUCKS CORP | SBUX | 580 | $49,068 | 0.02% |
| 124 | ALTRIA GROUP INC | MO | 678 | $44,789 | 0.02% |
| 125 | ALCON AG | ALC | 600 | $44,644 | 0.02% |
| 126 | VANGUARD SCOTTSDALE FDS | 92206C102 | 743 | $43,726 | 0.02% |
| 127 | ISHARES TR | 464287580 | 400 | $41,920 | 0.01% |
| 128 | LOGITECH INTL S A | H50430232 | 350 | $38,136 | 0.01% |
| 129 | NIO INC | NIOIF | 5,000 | $38,100 | 0.01% |
| 130 | ZILLOW GROUP INC | Z | 500 | $37,220 | 0.01% |
| 131 | LAS VEGAS SANDS CORP | LVS | 690 | $37,115 | 0.01% |
| 132 | ROYAL BK CDA | 780087102 | 250 | $36,840 | 0.01% |
| 133 | CANADIAN IMPERIAL BANK OF CO | CNDIF | 450 | $35,952 | 0.01% |
| 134 | ANGLOGOLD ASHANTI PLC | AU | 500 | $35,165 | 0.01% |
| 135 | DOLE PLC | DOLE | 2,614 | $35,132 | 0.01% |
| 136 | DOMINOS PIZZA INC | DPZ | 81 | $34,969 | 0.01% |
| 137 | ISHARES TR | 464287309 | 285 | $34,405 | 0.01% |
| 138 | VERIZON COMMUNICATIONS INC | VZ | 765 | $33,622 | 0.01% |
| 139 | DEVON ENERGY CORP NEW | 25179M103 | 901 | $31,589 | 0.01% |
| 140 | ADOBE INC | ADBE | 80 | $28,220 | 0.01% |
| 141 | NOVAGOLD RES INC | 66987E206 | 3,200 | $28,160 | 0.01% |
| 142 | LAUDER ESTEE COS INC | 518439104 | 317 | $27,934 | 0.01% |
| 143 | PAYPAL HLDGS INC | PYPL | 416 | $27,897 | 0.01% |
| 144 | VANGUARD WORLD FD | 921910725 | 372 | $25,806 | 0.01% |
| 145 | VERALTO CORP | VLTO | 242 | $25,800 | 0.01% |
| 146 | VANGUARD INDEX FDS | 922908553 | 268 | $24,501 | 0.01% |
| 147 | BURFORD CAP LTD | BUR | 1,904 | $22,657 | 0.01% |
| 148 | AMPHENOL CORP NEW | 032095101 | 179 | $22,151 | 0.01% |
| 149 | ISHARES TR | 464287168 | 150 | $21,315 | 0.01% |
| 150 | SPDR SERIES TRUST | 78464A797 | 355 | $21,094 | 0.01% |
| 151 | UNITED PARCEL SERVICE INC | UPS | 250 | $20,882 | 0.01% |
| 152 | VULCAN MATLS CO | 929160109 | 67 | $20,611 | 0.01% |
| 153 | AMRIZE LTD | AMRZ | 410 | $19,763 | 0.01% |
| 154 | IDEX CORP | 45167R104 | 120 | $19,531 | 0.01% |
| 155 | ICON PLC | ICLR | 100 | $17,500 | 0.01% |
| 156 | ADVANCED MICRO DEVICES INC | AMD | 100 | $16,179 | 0.01% |
| 157 | PFIZER INC | PFE | 625 | $15,925 | 0.01% |
| 158 | MANCHESTER UTD PLC NEW | G5784H106 | 985 | $14,913 | 0.01% |
| 159 | ISHARES INC | 464286665 | 267 | $13,767 | 0.00% |
| 160 | CLEANSPARK INC | CLSKW | 900 | $13,050 | 0.00% |
| 161 | SCHLUMBERGER LTD | SLB | 353 | $12,133 | 0.00% |
| 162 | RIOT PLATFORMS INC | RIOT | 600 | $11,418 | 0.00% |
| 163 | T-MOBILE US INC | TMUSZ | 40 | $9,575 | 0.00% |
| 164 | CME GROUP INC | CME | 35 | $9,457 | 0.00% |
| 165 | ALIBABA GROUP HLDG LTD | BBAAY | 50 | $8,936 | 0.00% |
| 166 | MEDTRONIC PLC | MDT | 88 | $8,381 | 0.00% |
| 167 | ISHARES TR | 464288802 | 60 | $8,139 | 0.00% |
| 168 | NIKE INC | NKE | 111 | $7,740 | 0.00% |
| 169 | MERCK & CO INC | MRK | 87 | $7,302 | 0.00% |
| 170 | INTUIT | INTU | 10 | $6,829 | 0.00% |
| 171 | JACKSON FINANCIAL INC | JXN-PA | 51 | $5,163 | 0.00% |
| 172 | SELECT SECTOR SPDR TR | 81369Y860 | 58 | $2,444 | 0.00% |
| 173 | PJT PARTNERS INC | PJT | 13 | $2,310 | 0.00% |
| 174 | OCCIDENTAL PETE CORP | 674599105 | 41 | $1,937 | 0.00% |
| 175 | BRASILAGRO COMPANHIA BRASILE | 10554B104 | 183 | $710 | 0.00% |
| 176 | VIATRIS INC | VTRS | 71 | $703 | 0.00% |
| 177 | ORGANON & CO | OGN | 23 | $246 | 0.00% |
| 178 | OCCIDENTAL PETE CORP | 674599162 | 7 | $179 | 0.00% |
| 179 | GRAN TIERRA ENERGY INC | GTE | 1 | $4 | 0.00% |