13F HOLDINGS REPORT (Amended)
Evelyn Partners Investment Management (Europe) Ltd
Quarter ended Q4 2025 · Filed December 8, 2025 · Accession 0001420506-25-003529
Total Value
$267.2M
Positions
188
Other Managers
0
Confidential Omitted
No
Holdings (188)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 251,387 | $22.1M | 8.28% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 196,052 | $17.6M | 6.58% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,075 | $15.5M | 5.79% |
| 4 | ISHARES INC | 464286392 | 100,925 | $15.5M | 5.79% |
| 5 | SPDR GOLD TR | GLD | 47,922 | $13.8M | 5.17% |
| 6 | MICROSOFT CORP | MSFT | 34,965 | $13.1M | 4.91% |
| 7 | SPDR S&P 500 ETF TR | SPY | 22,092 | $12.4M | 4.62% |
| 8 | SPDR SER TR | 78464A763 | 82,996 | $11.3M | 4.21% |
| 9 | VANGUARD WORLD FD | 92204A702 | 18,035 | $9.8M | 3.66% |
| 10 | MASTERCARD INCORPORATED | MA | 14,680 | $8.0M | 3.01% |
| 11 | ALPHABET INC | GOOG | 48,233 | $7.5M | 2.79% |
| 12 | APPLE INC | AAPL | 31,046 | $6.9M | 2.58% |
| 13 | ISHARES TR | 464287242 | 56,067 | $6.1M | 2.28% |
| 14 | AMAZON COM INC | AMZN | 26,131 | $5.0M | 1.86% |
| 15 | BLACKSTONE INC | BX | 35,461 | $5.0M | 1.86% |
| 16 | FIRST TR VALUE LINE DIVID IN | 33734H106 | 101,528 | $4.5M | 1.69% |
| 17 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 20,069 | $4.5M | 1.67% |
| 18 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 43,152 | $4.4M | 1.65% |
| 19 | SMURFIT WESTROCK PLC | SW | 94,312 | $4.2M | 1.59% |
| 20 | MCDONALDS CORP | MCD | 11,892 | $3.7M | 1.39% |
| 21 | JPMORGAN CHASE & CO. | VYLD | 15,077 | $3.7M | 1.38% |
| 22 | ISHARES TR | 464287176 | 33,268 | $3.7M | 1.38% |
| 23 | VISA INC | V | 10,219 | $3.6M | 1.34% |
| 24 | JOHNSON & JOHNSON | JNJ | 20,227 | $3.4M | 1.26% |
| 25 | FIRST TR EXCHANGE-TRADED FD | 33733B100 | 30,002 | $3.0M | 1.13% |
| 26 | NVIDIA CORPORATION | NVDA | 26,464 | $2.9M | 1.07% |
| 27 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 43,716 | $2.8M | 1.03% |
| 28 | NETFLIX INC | NFLX | 2,784 | $2.6M | 0.97% |
| 29 | UNITEDHEALTH GROUP INC | UNH | 4,379 | $2.3M | 0.86% |
| 30 | GOLDMAN SACHS GROUP INC | GSCE | 4,117 | $2.2M | 0.84% |
| 31 | ISHARES TR | 464287523 | 11,154 | $2.1M | 0.79% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 1,950 | $1.8M | 0.69% |
| 33 | BOOKING HOLDINGS INC | BKNG | 393 | $1.8M | 0.68% |
| 34 | VANGUARD INDEX FDS | 922908363 | 3,463 | $1.8M | 0.67% |
| 35 | BANK AMERICA CORP | 060505104 | 37,904 | $1.6M | 0.59% |
| 36 | INVESCO QQQ TR | IVZ | 3,307 | $1.6M | 0.58% |
| 37 | SALESFORCE INC | CRM | 5,759 | $1.5M | 0.58% |
| 38 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,393 | $1.5M | 0.54% |
| 39 | THERMO FISHER SCIENTIFIC INC | TMO | 2,823 | $1.4M | 0.53% |
| 40 | WISDOMTREE TR | WT | 12,572 | $1.4M | 0.52% |
| 41 | NASDAQ INC | NDAQ | 17,967 | $1.4M | 0.51% |
| 42 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 16,432 | $1.3M | 0.50% |
| 43 | STRYKER CORPORATION | SYK | 2,934 | $1.1M | 0.41% |
| 44 | META PLATFORMS INC | META | 1,766 | $1.0M | 0.38% |
| 45 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 35,179 | $1.0M | 0.38% |
| 46 | ALPHABET INC | GOOG | 6,275 | $980,343 | 0.37% |
| 47 | PROCTER AND GAMBLE CO | 742718109 | 5,591 | $952,818 | 0.36% |
| 48 | COLGATE PALMOLIVE CO | CL | 10,166 | $952,554 | 0.36% |
| 49 | LINDE PLC | LIN | 1,710 | $796,244 | 0.30% |
| 50 | CHUBB LIMITED | CB | 2,523 | $761,921 | 0.29% |
| 51 | FIRST TR NASDAQ 100 TECH IND | 337345102 | 4,215 | $731,555 | 0.27% |
| 52 | HONEYWELL INTL INC | 438516106 | 3,309 | $700,681 | 0.26% |
| 53 | ISHARES TR | 464287234 | 15,027 | $656,680 | 0.25% |
| 54 | DANAHER CORPORATION | 235851102 | 3,192 | $654,360 | 0.24% |
| 55 | COCA COLA CO | KO | 8,763 | $627,606 | 0.23% |
| 56 | PEPSICO INC | PEP | 4,015 | $602,009 | 0.23% |
| 57 | BECTON DICKINSON & CO | BDX | 2,435 | $557,761 | 0.21% |
| 58 | PALO ALTO NETWORKS INC | PANW | 3,247 | $554,068 | 0.21% |
| 59 | CADENCE DESIGN SYSTEM INC | CDNS | 2,167 | $551,133 | 0.21% |
| 60 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 14,251 | $534,270 | 0.20% |
| 61 | S&P GLOBAL INC | SPGI | 997 | $506,576 | 0.19% |
| 62 | INTUITIVE SURGICAL INC | ISRG | 987 | $488,831 | 0.18% |
| 63 | ZOETIS INC | ZTS | 2,925 | $481,601 | 0.18% |
| 64 | MONDELEZ INTL INC | 609207105 | 6,926 | $469,929 | 0.18% |
| 65 | L3HARRIS TECHNOLOGIES INC | LHX | 2,225 | $465,715 | 0.17% |
| 66 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,668 | $442,888 | 0.17% |
| 67 | MARKEL GROUP INC | MKL | 218 | $407,575 | 0.15% |
| 68 | EXXON MOBIL CORP | XOM | 3,405 | $404,957 | 0.15% |
| 69 | WALMART INC | WMT | 4,481 | $393,387 | 0.15% |
| 70 | ABBVIE INC | ABBV | 1,760 | $368,755 | 0.14% |
| 71 | MICROSTRATEGY INC | STRK | 1,200 | $345,924 | 0.13% |
| 72 | SELECT SECTOR SPDR TR | 81369Y605 | 6,890 | $343,191 | 0.13% |
| 73 | DISNEY WALT CO | 254687106 | 3,340 | $329,658 | 0.12% |
| 74 | SELECT SECTOR SPDR TR | 81369Y506 | 3,312 | $309,506 | 0.12% |
| 75 | CANADIAN PACIFIC KANSAS CITY | CP | 4,230 | $296,895 | 0.11% |
| 76 | ISHARES INC | 464286806 | 7,338 | $272,093 | 0.10% |
| 77 | CITIGROUP INC | C-PR | 3,705 | $263,018 | 0.10% |
| 78 | CHEVRON CORP NEW | CVX | 1,450 | $242,570 | 0.09% |
| 79 | FLUTTER ENTMT PLC | G3643J108 | 1,092 | $241,933 | 0.09% |
| 80 | MARRIOTT INTL INC NEW | 571903202 | 1,000 | $238,200 | 0.09% |
| 81 | AMERICAN TOWER CORP NEW | 03027X100 | 1,058 | $230,221 | 0.09% |
| 82 | KIMBERLY-CLARK CORP | KMB | 1,560 | $221,863 | 0.08% |
| 83 | SPDR SER TR | 78464A722 | 4,925 | $215,715 | 0.08% |
| 84 | VANGUARD INTL EQUITY INDEX F | 922042874 | 3,057 | $214,632 | 0.08% |
| 85 | WEYERHAEUSER CO MTN BE | WY | 7,040 | $206,131 | 0.08% |
| 86 | VANGUARD ADMIRAL FDS INC | 921932885 | 1,919 | $189,405 | 0.07% |
| 87 | VANGUARD INDEX FDS | 922908751 | 800 | $177,400 | 0.07% |
| 88 | UNILEVER PLC | UNLYF | 2,800 | $166,740 | 0.06% |
| 89 | ISHARES TR | 464287549 | 1,620 | $146,885 | 0.05% |
| 90 | PHILIP MORRIS INTL INC | 718172109 | 820 | $130,159 | 0.05% |
| 91 | WELLS FARGO CO NEW | 949746101 | 1,788 | $128,361 | 0.05% |
| 92 | BLACKROCK INC | BLK | 135 | $127,775 | 0.05% |
| 93 | ISHARES TR | 464287184 | 3,460 | $124,006 | 0.05% |
| 94 | ISHARES TR | 464287341 | 2,804 | $117,964 | 0.04% |
| 95 | INTERNATIONAL BUSINESS MACHS | INTR | 470 | $116,870 | 0.04% |
| 96 | FERGUSON ENTERPRISES INC | FERG | 707 | $113,283 | 0.04% |
| 97 | SPROTT PHYSICAL SILVER TR | SII | 9,100 | $105,560 | 0.04% |
| 98 | CATERPILLAR INC | CAT | 300 | $98,940 | 0.04% |
| 99 | NEWMONT CORP | NEMCL | 2,028 | $97,912 | 0.04% |
| 100 | ISHARES TR | 46429B747 | 924 | $95,606 | 0.04% |
| 101 | ISHARES TR | 464287804 | 900 | $94,113 | 0.04% |
| 102 | AIR PRODS & CHEMS INC | AIIR | 315 | $92,900 | 0.03% |
| 103 | ISHARES INC | 46434G822 | 1,345 | $92,213 | 0.03% |
| 104 | ABBOTT LABS | ABLZF | 675 | $89,539 | 0.03% |
| 105 | ALAMOS GOLD INC NEW | AGI | 3,300 | $87,516 | 0.03% |
| 106 | ADOBE INC | ADBE | 228 | $87,445 | 0.03% |
| 107 | FEDEX CORP | FDX | 338 | $82,398 | 0.03% |
| 108 | AGNICO EAGLE MINES LTD | AEM | 750 | $81,308 | 0.03% |
| 109 | AERCAP HOLDINGS NV | AER | 795 | $81,225 | 0.03% |
| 110 | OCCIDENTAL PETE CORP | 674599105 | 1,641 | $81,000 | 0.03% |
| 111 | ISHARES TR | 464287200 | 143 | $80,352 | 0.03% |
| 112 | VANGUARD INDEX FDS | 922908637 | 310 | $79,679 | 0.03% |
| 113 | SPROTT PHYSICAL GOLD TR | SII | 3,250 | $78,195 | 0.03% |
| 114 | NEXTERA ENERGY INC | NEE-PW | 1,089 | $77,199 | 0.03% |
| 115 | ROYAL CARIBBEAN GROUP | V7780T103 | 375 | $77,040 | 0.03% |
| 116 | ACCENTURE PLC IRELAND | ACN | 245 | $76,450 | 0.03% |
| 117 | KEURIG DR PEPPER INC | KDP | 2,225 | $76,140 | 0.03% |
| 118 | PURE STORAGE INC | 74624M102 | 1,650 | $73,046 | 0.03% |
| 119 | THOMSON REUTERS CORP | TMSOF | 393 | $67,828 | 0.03% |
| 120 | NIKE INC | NKE | 997 | $63,290 | 0.02% |
| 121 | DOLE PLC | DOLE | 4,328 | $62,540 | 0.02% |
| 122 | ROBLOX CORP | RBLX | 1,000 | $58,290 | 0.02% |
| 123 | VANGUARD INTL EQUITY INDEX F | 922042866 | 792 | $57,388 | 0.02% |
| 124 | ROYAL GOLD INC | RGLD | 350 | $57,228 | 0.02% |
| 125 | INTERNATIONAL PAPER CO | 460146103 | 1,071 | $57,138 | 0.02% |
| 126 | STARBUCKS CORP | SBUX | 580 | $56,892 | 0.02% |
| 127 | ALCON AG | ALC | 600 | $56,468 | 0.02% |
| 128 | CME GROUP INC | CME | 195 | $51,732 | 0.02% |
| 129 | VANGUARD SCOTTSDALE FDS | 92206C102 | 743 | $43,607 | 0.02% |
| 130 | ALTRIA GROUP INC | MO | 678 | $40,694 | 0.02% |
| 131 | DOMINOS PIZZA INC | DPZ | 81 | $37,215 | 0.01% |
| 132 | VANGUARD INTL EQUITY INDEX F | 922042858 | 822 | $37,204 | 0.01% |
| 133 | ISHARES TR | 464287580 | 400 | $35,330 | 0.01% |
| 134 | VERIZON COMMUNICATIONS INC | VZ | 765 | $34,700 | 0.01% |
| 135 | DEVON ENERGY CORP NEW | 25179M103 | 901 | $33,697 | 0.01% |
| 136 | ZILLOW GROUP INC | Z | 500 | $33,430 | 0.01% |
| 137 | SPROTT ETF TRUST | SII | 848 | $32,173 | 0.01% |
| 138 | SANDSTORM GOLD LTD | 80013R206 | 4,200 | $31,642 | 0.01% |
| 139 | FIRST MAJESTIC SILVER CORP | AG | 4,700 | $31,424 | 0.01% |
| 140 | IDEX CORP | 45167R104 | 170 | $30,765 | 0.01% |
| 141 | LOGITECH INTL S A | H50430232 | 350 | $29,259 | 0.01% |
| 142 | ROYAL BK CDA | 780087102 | 250 | $28,165 | 0.01% |
| 143 | UNITED PARCEL SERVICE INC | UPS | 250 | $27,497 | 0.01% |
| 144 | PAYPAL HLDGS INC | PYPL | 416 | $27,144 | 0.01% |
| 145 | LAS VEGAS SANDS CORP | LVS | 690 | $26,655 | 0.01% |
| 146 | ISHARES TR | 464287309 | 285 | $26,457 | 0.01% |
| 147 | CANADIAN IMPERIAL BK COMM | CNDIF | 450 | $25,317 | 0.01% |
| 148 | BURFORD CAP LTD | BUR | 1,904 | $25,137 | 0.01% |
| 149 | SELECT SECTOR SPDR TR | 81369Y209 | 170 | $24,822 | 0.01% |
| 150 | VERALTO CORP | VLTO | 242 | $23,583 | 0.01% |
| 151 | LAUDER ESTEE COS INC | 518439104 | 317 | $20,922 | 0.01% |
| 152 | KENNEDY-WILSON HOLDINGS INC | KW | 2,400 | $20,832 | 0.01% |
| 153 | ISHARES TR | 464287168 | 150 | $20,143 | 0.01% |
| 154 | NIO INC | NIOIF | 5,000 | $19,050 | 0.01% |
| 155 | SPDR SER TR | 78464A797 | 355 | $18,801 | 0.01% |
| 156 | ANGLOGOLD ASHANTI PLC | AU | 500 | $18,560 | 0.01% |
| 157 | ICON PLC | ICLR | 100 | $17,499 | 0.01% |
| 158 | PFIZER INC | PFE | 625 | $15,838 | 0.01% |
| 159 | ARK ETF TR | 00214Q203 | 236 | $15,637 | 0.01% |
| 160 | VULCAN MATLS CO | 929160109 | 67 | $15,631 | 0.01% |
| 161 | MAG SILVER CORP | 55903Q104 | 1,000 | $15,214 | 0.01% |
| 162 | SCHLUMBERGER LTD | SLB | 353 | $14,755 | 0.01% |
| 163 | COINBASE GLOBAL INC | COIN | 83 | $14,295 | 0.01% |
| 164 | MANCHESTER UTD PLC NEW | G5784H106 | 985 | $12,894 | 0.00% |
| 165 | ISHARES INC | 464286665 | 267 | $11,775 | 0.00% |
| 166 | T-MOBILE US INC | TMUSZ | 40 | $10,668 | 0.00% |
| 167 | NOVAGOLD RES INC | 66987E206 | 3,200 | $10,656 | 0.00% |
| 168 | ADVANCED MICRO DEVICES INC | AMD | 100 | $10,274 | 0.00% |
| 169 | MEDTRONIC PLC | MDT | 88 | $7,908 | 0.00% |
| 170 | JACKSON FINANCIAL INC | JXN-PA | 94 | $7,875 | 0.00% |
| 171 | MERCK & CO INC | MRK | 87 | $7,809 | 0.00% |
| 172 | OCCIDENTAL PETE CORP | 674599162 | 246 | $6,807 | 0.00% |
| 173 | ALIBABA GROUP HLDG LTD | BBAAY | 50 | $6,612 | 0.00% |
| 174 | INTUIT | INTU | 10 | $6,140 | 0.00% |
| 175 | FORTUNA MNG CORP | 349942102 | 1,000 | $6,081 | 0.00% |
| 176 | CLEANSPARK INC | CLSKW | 900 | $6,048 | 0.00% |
| 177 | AUTODESK INC | ADSK | 20 | $5,911 | 0.00% |
| 178 | PAN AMERN SILVER CORP | 697900108 | 192 | $4,960 | 0.00% |
| 179 | RIOT PLATFORMS INC | RIOT | 600 | $4,272 | 0.00% |
| 180 | WK KELLOGG CO | 92942W107 | 199 | $3,966 | 0.00% |
| 181 | SIBANYE STILLWATER LTD | SBYSF | 600 | $2,748 | 0.00% |
| 182 | SELECT SECTOR SPDR TR | 81369Y860 | 58 | $2,427 | 0.00% |
| 183 | PJT PARTNERS INC | PJT | 13 | $1,792 | 0.00% |
| 184 | GAN LTD | G3728V109 | 731 | $1,294 | 0.00% |
| 185 | BRASILAGRO COMPANHIA BRASILE | 10554B104 | 183 | $728 | 0.00% |
| 186 | VIATRIS INC | VTRS | 71 | $618 | 0.00% |
| 187 | ORGANON & CO | OGN | 23 | $342 | 0.00% |
| 188 | GRAN TIERRA ENERGY INC | GTE | 1 | $5 | 0.00% |