13F HOLDINGS REPORT (Amended)
Evelyn Partners Investment Management (Europe) Ltd
Quarter ended Q3 2025 · Filed November 26, 2025 · Accession 0001420506-25-003505
Total Value
$278.6M
Positions
184
Other Managers
0
Confidential Omitted
No
Holdings (184)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 236,878 | $21.7M | 7.81% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 192,518 | $17.5M | 6.28% |
| 3 | ISHARES INC | 464286392 | 101,279 | $17.2M | 6.16% |
| 4 | MICROSOFT CORP | MSFT | 34,094 | $17.0M | 6.09% |
| 5 | SPDR GOLD TR | GLD | 47,415 | $14.5M | 5.19% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 27,939 | $13.6M | 4.87% |
| 7 | SPDR S&P 500 ETF TR | SPY | 21,793 | $13.5M | 4.83% |
| 8 | VANGUARD WORLD FD | 92204A702 | 18,359 | $12.2M | 4.37% |
| 9 | SPDR SERIES TRUST | 78464A763 | 78,799 | $10.7M | 3.84% |
| 10 | ALPHABET INC | GOOG | 47,053 | $8.3M | 2.98% |
| 11 | MASTERCARD INCORPORATED | MA | 14,124 | $7.9M | 2.85% |
| 12 | ISHARES TR | 464287242 | 56,712 | $6.2M | 2.23% |
| 13 | APPLE INC | AAPL | 29,344 | $6.0M | 2.16% |
| 14 | AMAZON COM INC | AMZN | 25,259 | $5.5M | 1.99% |
| 15 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 19,379 | $5.2M | 1.87% |
| 16 | BLACKSTONE INC | BX | 34,017 | $5.1M | 1.83% |
| 17 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 40,939 | $5.0M | 1.79% |
| 18 | FIRST TR EXCHANGE-TRADED FD | 33734H106 | 98,928 | $4.4M | 1.59% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 14,557 | $4.2M | 1.51% |
| 20 | NVIDIA CORPORATION | NVDA | 24,799 | $3.9M | 1.41% |
| 21 | SMURFIT WESTROCK PLC | SW | 89,739 | $3.9M | 1.39% |
| 22 | ISHARES TR | 464287176 | 33,522 | $3.7M | 1.32% |
| 23 | NETFLIX INC | NFLX | 2,563 | $3.4M | 1.23% |
| 24 | VISA INC | V | 9,654 | $3.4M | 1.23% |
| 25 | MCDONALDS CORP | MCD | 11,187 | $3.3M | 1.17% |
| 26 | FIRST TR EXCHANGE-TRADED FD | 33733B100 | 28,292 | $3.1M | 1.10% |
| 27 | GOLDMAN SACHS GROUP INC | GSCE | 4,125 | $2.9M | 1.05% |
| 28 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 38,625 | $2.9M | 1.05% |
| 29 | JOHNSON & JOHNSON | JNJ | 18,895 | $2.9M | 1.04% |
| 30 | ISHARES TR | 464287523 | 10,253 | $2.4M | 0.88% |
| 31 | BOOKING HOLDINGS INC | BKNG | 388 | $2.2M | 0.81% |
| 32 | VANGUARD INDEX FDS | 922908363 | 3,463 | $2.0M | 0.71% |
| 33 | INVESCO QQQ TR | IVZ | 3,252 | $1.8M | 0.64% |
| 34 | BANK AMERICA CORP | 060505104 | 37,409 | $1.8M | 0.64% |
| 35 | COSTCO WHSL CORP NEW | 22160K105 | 1,735 | $1.7M | 0.62% |
| 36 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,606 | $1.6M | 0.56% |
| 37 | NASDAQ INC | NDAQ | 17,427 | $1.6M | 0.56% |
| 38 | WISDOMTREE TR | WT | 12,322 | $1.4M | 0.51% |
| 39 | SALESFORCE INC | CRM | 4,935 | $1.3M | 0.48% |
| 40 | META PLATFORMS INC | META | 1,764 | $1.3M | 0.47% |
| 41 | UNITEDHEALTH GROUP INC | UNH | 4,022 | $1.3M | 0.45% |
| 42 | STRYKER CORPORATION | SYK | 2,914 | $1.2M | 0.41% |
| 43 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 35,179 | $1.2M | 0.41% |
| 44 | ALPHABET INC | GOOG | 6,000 | $1.1M | 0.38% |
| 45 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 14,082 | $1.0M | 0.37% |
| 46 | THERMO FISHER SCIENTIFIC INC | TMO | 2,478 | $1.0M | 0.36% |
| 47 | FIRST TR EXCHANGE-TRADED FD | 337345102 | 4,032 | $858,131 | 0.31% |
| 48 | PROCTER AND GAMBLE CO | 742718109 | 5,281 | $841,369 | 0.30% |
| 49 | COLGATE PALMOLIVE CO | CL | 9,061 | $823,645 | 0.30% |
| 50 | HONEYWELL INTL INC | 438516106 | 3,309 | $770,600 | 0.28% |
| 51 | LINDE PLC | LIN | 1,600 | $750,688 | 0.27% |
| 52 | CHUBB LIMITED | CB | 2,523 | $730,964 | 0.26% |
| 53 | ISHARES TR | 464287234 | 14,692 | $708,742 | 0.25% |
| 54 | CADENCE DESIGN SYSTEM INC | CDNS | 2,167 | $667,761 | 0.24% |
| 55 | PALO ALTO NETWORKS INC | PANW | 3,247 | $664,466 | 0.24% |
| 56 | DANAHER CORPORATION | 235851102 | 3,192 | $630,548 | 0.23% |
| 57 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,668 | $604,275 | 0.22% |
| 58 | COCA COLA CO | KO | 7,963 | $563,382 | 0.20% |
| 59 | L3HARRIS TECHNOLOGIES INC | LHX | 2,225 | $558,119 | 0.20% |
| 60 | S&P GLOBAL INC | SPGI | 1,027 | $541,527 | 0.19% |
| 61 | INTUITIVE SURGICAL INC | ISRG | 987 | $536,346 | 0.19% |
| 62 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 14,251 | $534,555 | 0.19% |
| 63 | PEPSICO INC | PEP | 4,015 | $530,141 | 0.19% |
| 64 | MICROSTRATEGY INC | STRK | 1,200 | $485,076 | 0.17% |
| 65 | ISHARES INC | 464286806 | 11,113 | $470,191 | 0.17% |
| 66 | ZOETIS INC | ZTS | 2,925 | $456,154 | 0.16% |
| 67 | WALMART INC | WMT | 4,481 | $438,152 | 0.16% |
| 68 | MARKEL GROUP INC | MKL | 218 | $435,424 | 0.16% |
| 69 | DISNEY WALT CO | 254687106 | 3,285 | $407,373 | 0.15% |
| 70 | MONDELEZ INTL INC | 609207105 | 6,020 | $405,989 | 0.15% |
| 71 | EXXON MOBIL CORP | XOM | 3,405 | $367,059 | 0.13% |
| 72 | SELECT SECTOR SPDR TR | 81369Y605 | 6,890 | $360,829 | 0.13% |
| 73 | CANADIAN PACIFIC KANSAS CITY | CP | 4,230 | $336,291 | 0.12% |
| 74 | ABBVIE INC | ABBV | 1,760 | $326,691 | 0.12% |
| 75 | BECTON DICKINSON & CO | BDX | 1,735 | $298,854 | 0.11% |
| 76 | CITIGROUP INC | C-PR | 3,505 | $298,346 | 0.11% |
| 77 | FLUTTER ENTMT PLC | G3643J108 | 999 | $285,474 | 0.10% |
| 78 | SELECT SECTOR SPDR TR | 81369Y506 | 3,312 | $280,891 | 0.10% |
| 79 | MARRIOTT INTL INC NEW | 571903202 | 1,000 | $273,210 | 0.10% |
| 80 | VANGUARD INTL EQUITY INDEX F | 922042874 | 3,057 | $236,918 | 0.09% |
| 81 | AMERICAN TOWER CORP NEW | 03027X100 | 1,058 | $233,839 | 0.08% |
| 82 | CHEVRON CORP NEW | CVX | 1,450 | $207,626 | 0.07% |
| 83 | VANGUARD ADMIRAL FDS INC | 921932885 | 1,919 | $201,457 | 0.07% |
| 84 | KIMBERLY-CLARK CORP | KMB | 1,560 | $201,115 | 0.07% |
| 85 | SPDR SERIES TRUST | 78464A722 | 4,925 | $199,857 | 0.07% |
| 86 | VANGUARD INDEX FDS | 922908751 | 800 | $189,584 | 0.07% |
| 87 | ISHARES TR | 464287549 | 1,620 | $181,991 | 0.07% |
| 88 | UNILEVER PLC | UNLYF | 2,800 | $171,276 | 0.06% |
| 89 | FERGUSON ENTERPRISES INC | FERG | 707 | $153,949 | 0.06% |
| 90 | PHILIP MORRIS INTL INC | 718172109 | 820 | $149,347 | 0.05% |
| 91 | WELLS FARGO CO NEW | 949746101 | 1,788 | $143,255 | 0.05% |
| 92 | BLACKROCK INC | BLK | 135 | $141,649 | 0.05% |
| 93 | INTERNATIONAL BUSINESS MACHS | INTR | 470 | $138,547 | 0.05% |
| 94 | ISHARES TR | 46429B747 | 1,241 | $127,711 | 0.05% |
| 95 | ISHARES TR | 464287184 | 3,460 | $127,190 | 0.05% |
| 96 | NEWMONT CORP | NEMCL | 2,028 | $118,151 | 0.04% |
| 97 | ROYAL CARIBBEAN GROUP | V7780T103 | 375 | $117,428 | 0.04% |
| 98 | SPROTT PHYSICAL SILVER TR | SII | 9,100 | $111,384 | 0.04% |
| 99 | ISHARES TR | 464287341 | 2,804 | $110,169 | 0.04% |
| 100 | ROBLOX CORP | RBLX | 1,000 | $105,200 | 0.04% |
| 101 | ISHARES INC | 46434G822 | 1,345 | $100,835 | 0.04% |
| 102 | ISHARES TR | 464287804 | 900 | $98,361 | 0.04% |
| 103 | PURE STORAGE INC | 74624M102 | 1,650 | $95,007 | 0.03% |
| 104 | AERCAP HOLDINGS NV | AER | 795 | $93,015 | 0.03% |
| 105 | ABBOTT LABS | ABLZF | 675 | $91,807 | 0.03% |
| 106 | AGNICO EAGLE MINES LTD | AEM | 750 | $89,423 | 0.03% |
| 107 | ISHARES TR | 464287200 | 143 | $88,789 | 0.03% |
| 108 | VANGUARD INDEX FDS | 922908637 | 310 | $88,443 | 0.03% |
| 109 | ADOBE INC | ADBE | 228 | $88,209 | 0.03% |
| 110 | ALAMOS GOLD INC NEW | AGI | 3,300 | $87,840 | 0.03% |
| 111 | SPROTT PHYSICAL GOLD TR | SII | 3,250 | $82,388 | 0.03% |
| 112 | THOMSON REUTERS CORP | TMSOF | 393 | $79,089 | 0.03% |
| 113 | CATERPILLAR INC | CAT | 200 | $77,642 | 0.03% |
| 114 | FEDEX CORP | FDX | 338 | $76,831 | 0.03% |
| 115 | AIR PRODS & CHEMS INC | AIIR | 270 | $76,156 | 0.03% |
| 116 | NEXTERA ENERGY INC | NEE-PW | 1,089 | $75,598 | 0.03% |
| 117 | KEURIG DR PEPPER INC | KDP | 2,225 | $73,559 | 0.03% |
| 118 | ACCENTURE PLC IRELAND | ACN | 245 | $73,228 | 0.03% |
| 119 | NIKE INC | NKE | 997 | $70,827 | 0.03% |
| 120 | OCCIDENTAL PETE CORP | 674599105 | 1,641 | $68,938 | 0.02% |
| 121 | VANGUARD INTL EQUITY INDEX F | 922042866 | 792 | $65,087 | 0.02% |
| 122 | ROYAL GOLD INC | RGLD | 350 | $62,244 | 0.02% |
| 123 | CME GROUP INC | CME | 195 | $53,746 | 0.02% |
| 124 | STARBUCKS CORP | SBUX | 580 | $53,145 | 0.02% |
| 125 | ALCON AG | ALC | 600 | $53,109 | 0.02% |
| 126 | INTERNATIONAL PAPER CO | 460146103 | 1,071 | $50,155 | 0.02% |
| 127 | VANGUARD SCOTTSDALE FDS | 92206C102 | 743 | $43,674 | 0.02% |
| 128 | VANGUARD INTL EQUITY INDEX F | 922042858 | 822 | $40,656 | 0.01% |
| 129 | ISHARES TR | 464287580 | 400 | $39,856 | 0.01% |
| 130 | ALTRIA GROUP INC | MO | 678 | $39,751 | 0.01% |
| 131 | SANDSTORM GOLD LTD | 80013R206 | 4,200 | $39,539 | 0.01% |
| 132 | FIRST MAJESTIC SILVER CORP | AG | 4,700 | $38,927 | 0.01% |
| 133 | SPROTT ETF TRUST | SII | 848 | $38,364 | 0.01% |
| 134 | DOLE PLC | DOLE | 2,614 | $36,570 | 0.01% |
| 135 | DOMINOS PIZZA INC | DPZ | 81 | $36,499 | 0.01% |
| 136 | ZILLOW GROUP INC | Z | 500 | $34,245 | 0.01% |
| 137 | VERIZON COMMUNICATIONS INC | VZ | 765 | $33,102 | 0.01% |
| 138 | ROYAL BK CDA | 780087102 | 250 | $32,973 | 0.01% |
| 139 | CANADIAN IMPERIAL BK COMM | CNDIF | 450 | $31,966 | 0.01% |
| 140 | LOGITECH INTL S A | H50430232 | 350 | $31,528 | 0.01% |
| 141 | ISHARES TR | 464287309 | 285 | $31,379 | 0.01% |
| 142 | PAYPAL HLDGS INC | PYPL | 416 | $30,917 | 0.01% |
| 143 | LAS VEGAS SANDS CORP | LVS | 690 | $30,022 | 0.01% |
| 144 | IDEX CORP | 45167R104 | 170 | $29,847 | 0.01% |
| 145 | COINBASE GLOBAL INC | COIN | 83 | $29,091 | 0.01% |
| 146 | DEVON ENERGY CORP NEW | 25179M103 | 901 | $28,661 | 0.01% |
| 147 | LAUDER ESTEE COS INC | 518439104 | 317 | $25,614 | 0.01% |
| 148 | UNITED PARCEL SERVICE INC | UPS | 250 | $25,235 | 0.01% |
| 149 | VERALTO CORP | VLTO | 242 | $24,430 | 0.01% |
| 150 | SELECT SECTOR SPDR TR | 81369Y209 | 170 | $22,914 | 0.01% |
| 151 | ANGLOGOLD ASHANTI PLC | AU | 500 | $22,785 | 0.01% |
| 152 | BURFORD CAP LTD | BUR | 1,904 | $22,328 | 0.01% |
| 153 | MAG SILVER CORP | 55903Q104 | 1,000 | $21,261 | 0.01% |
| 154 | AMRIZE LTD | AMRZ | 410 | $20,462 | 0.01% |
| 155 | ISHARES TR | 464287168 | 150 | $19,922 | 0.01% |
| 156 | SPDR SERIES TRUST | 78464A797 | 355 | $19,795 | 0.01% |
| 157 | MANCHESTER UTD PLC NEW | G5784H106 | 985 | $17,543 | 0.01% |
| 158 | VULCAN MATLS CO | 929160109 | 67 | $17,475 | 0.01% |
| 159 | NIO INC | NIOIF | 5,000 | $17,150 | 0.01% |
| 160 | PFIZER INC | PFE | 625 | $15,150 | 0.01% |
| 161 | ICON PLC | ICLR | 100 | $14,545 | 0.01% |
| 162 | ADVANCED MICRO DEVICES INC | AMD | 100 | $14,190 | 0.01% |
| 163 | ISHARES INC | 464286665 | 267 | $13,182 | 0.00% |
| 164 | NOVAGOLD RES INC | 66987E206 | 3,200 | $13,088 | 0.00% |
| 165 | SCHLUMBERGER LTD | SLB | 353 | $11,931 | 0.00% |
| 166 | CLEANSPARK INC | CLSKW | 900 | $9,927 | 0.00% |
| 167 | T-MOBILE US INC | TMUSZ | 40 | $9,530 | 0.00% |
| 168 | INTUIT | INTU | 10 | $7,876 | 0.00% |
| 169 | MEDTRONIC PLC | MDT | 88 | $7,671 | 0.00% |
| 170 | MERCK & CO INC | MRK | 87 | $6,887 | 0.00% |
| 171 | RIOT PLATFORMS INC | RIOT | 600 | $6,780 | 0.00% |
| 172 | FORTUNA MNG CORP | 349942102 | 1,000 | $6,548 | 0.00% |
| 173 | ALIBABA GROUP HLDG LTD | BBAAY | 50 | $5,671 | 0.00% |
| 174 | PAN AMERN SILVER CORP | 697900108 | 192 | $5,452 | 0.00% |
| 175 | OCCIDENTAL PETE CORP | 674599162 | 246 | $4,795 | 0.00% |
| 176 | JACKSON FINANCIAL INC | JXN-PA | 51 | $4,528 | 0.00% |
| 177 | SIBANYE STILLWATER LTD | SBYSF | 600 | $4,332 | 0.00% |
| 178 | WK KELLOGG CO | 92942W107 | 199 | $3,172 | 0.00% |
| 179 | SELECT SECTOR SPDR TR | 81369Y860 | 58 | $2,402 | 0.00% |
| 180 | PJT PARTNERS INC | PJT | 13 | $2,145 | 0.00% |
| 181 | BRASILAGRO COMPANHIA BRASILE | 10554B104 | 183 | $701 | 0.00% |
| 182 | VIATRIS INC | VTRS | 71 | $634 | 0.00% |
| 183 | ORGANON & CO | OGN | 23 | $223 | 0.00% |
| 184 | GRAN TIERRA ENERGY INC | GTE | 1 | $5 | 0.00% |