13F HOLDINGS REPORT
Evelyn Partners Investment Management (Europe) Ltd
Quarter ended Q4 2025 · Filed December 11, 2025 · Accession 0001420506-25-003537
Total Value
$274.9M
Positions
189
Other Managers
0
Confidential Omitted
No
Holdings (189)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 269,467 | $24.9M | 9.07% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 206,092 | $18.1M | 6.58% |
| 3 | ISHARES INC | 464286392 | 99,316 | $15.4M | 5.62% |
| 4 | MICROSOFT CORP | MSFT | 35,333 | $14.9M | 5.42% |
| 5 | SPDR S&P 500 ETF TR | SPY | 22,733 | $13.3M | 4.85% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,060 | $13.2M | 4.79% |
| 7 | SPDR SER TR | 78464A763 | 91,854 | $12.1M | 4.41% |
| 8 | VANGUARD WORLD FD | 92204A702 | 18,033 | $11.2M | 4.08% |
| 9 | SPDR GOLD TR | GLD | 44,244 | $10.7M | 3.90% |
| 10 | ALPHABET INC | GOOG | 47,453 | $9.0M | 3.27% |
| 11 | APPLE INC | AAPL | 30,199 | $7.6M | 2.75% |
| 12 | MASTERCARD INCORPORATED | MA | 14,287 | $7.5M | 2.74% |
| 13 | BLACKSTONE INC | BX | 36,727 | $6.3M | 2.30% |
| 14 | ISHARES TR | 464287242 | 56,788 | $6.1M | 2.21% |
| 15 | AMAZON COM INC | AMZN | 25,499 | $5.6M | 2.03% |
| 16 | SMURFIT WESTROCK PLC | SW | 102,486 | $5.5M | 2.01% |
| 17 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 21,835 | $5.3M | 1.93% |
| 18 | FIRST TR VALUE LINE DIVID IN | 33734H106 | 109,749 | $4.8M | 1.74% |
| 19 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 39,714 | $4.7M | 1.72% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 16,788 | $4.0M | 1.46% |
| 21 | ISHARES TR | 464287176 | 35,320 | $3.8M | 1.37% |
| 22 | JOHNSON & JOHNSON | JNJ | 23,216 | $3.4M | 1.22% |
| 23 | FIRST TR EXCHANGE-TRADED FD | 33733B100 | 32,339 | $3.3M | 1.20% |
| 24 | MCDONALDS CORP | MCD | 11,328 | $3.3M | 1.19% |
| 25 | VISA INC | V | 9,933 | $3.1M | 1.14% |
| 26 | NVIDIA CORPORATION | NVDA | 22,664 | $3.0M | 1.11% |
| 27 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 36,068 | $2.3M | 0.83% |
| 28 | GOLDMAN SACHS GROUP INC | GSCE | 3,977 | $2.3M | 0.83% |
| 29 | NETFLIX INC | NFLX | 2,499 | $2.2M | 0.81% |
| 30 | ISHARES TR | 464287523 | 9,494 | $2.0M | 0.74% |
| 31 | BOOKING HOLDINGS INC | BKNG | 394 | $2.0M | 0.71% |
| 32 | VANGUARD INDEX FDS | 922908363 | 3,463 | $1.9M | 0.68% |
| 33 | BANK AMERICA CORP | 060505104 | 41,214 | $1.8M | 0.66% |
| 34 | UNITEDHEALTH GROUP INC | UNH | 3,444 | $1.7M | 0.63% |
| 35 | INVESCO QQQ TR | IVZ | 3,307 | $1.7M | 0.61% |
| 36 | COSTCO WHSL CORP NEW | 22160K105 | 1,741 | $1.6M | 0.58% |
| 37 | SALESFORCE INC | CRM | 4,592 | $1.5M | 0.56% |
| 38 | WISDOMTREE TR | WT | 12,550 | $1.4M | 0.50% |
| 39 | NASDAQ INC | NDAQ | 17,061 | $1.3M | 0.48% |
| 40 | ALPHABET INC | GOOG | 6,341 | $1.2M | 0.44% |
| 41 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 35,468 | $1.2M | 0.44% |
| 42 | STRYKER CORPORATION | SYK | 3,290 | $1.2M | 0.43% |
| 43 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,300 | $1.1M | 0.40% |
| 44 | PROCTER AND GAMBLE CO | 742718109 | 6,571 | $1.1M | 0.40% |
| 45 | COLGATE PALMOLIVE CO | CL | 11,591 | $1.1M | 0.38% |
| 46 | THERMO FISHER SCIENTIFIC INC | TMO | 2,017 | $1.0M | 0.38% |
| 47 | META PLATFORMS INC | META | 1,686 | $987,170 | 0.36% |
| 48 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 12,286 | $960,519 | 0.35% |
| 49 | FIRST TR NASDAQ 100 TECH IND | 337345102 | 4,565 | $859,498 | 0.31% |
| 50 | DANAHER CORPORATION | 235851102 | 3,609 | $828,446 | 0.30% |
| 51 | HONEYWELL INTL INC | 438516106 | 3,309 | $747,470 | 0.27% |
| 52 | LINDE PLC | LIN | 1,710 | $715,926 | 0.26% |
| 53 | ISHARES TR | 464287234 | 16,862 | $705,169 | 0.26% |
| 54 | BECTON DICKINSON & CO | BDX | 2,895 | $656,789 | 0.24% |
| 55 | PEPSICO INC | PEP | 4,287 | $651,881 | 0.24% |
| 56 | COCA COLA CO | KO | 9,893 | $615,938 | 0.22% |
| 57 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 16,971 | $605,016 | 0.22% |
| 58 | CHUBB LIMITED | CB | 2,163 | $597,637 | 0.22% |
| 59 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,668 | $526,903 | 0.19% |
| 60 | PALO ALTO NETWORKS INC | PANW | 2,886 | $525,137 | 0.19% |
| 61 | INTUITIVE SURGICAL INC | ISRG | 998 | $520,916 | 0.19% |
| 62 | CADENCE DESIGN SYSTEM INC | CDNS | 1,717 | $515,890 | 0.19% |
| 63 | S&P GLOBAL INC | SPGI | 997 | $496,536 | 0.18% |
| 64 | ZOETIS INC | ZTS | 2,925 | $476,570 | 0.17% |
| 65 | MONDELEZ INTL INC | 609207105 | 6,926 | $413,690 | 0.15% |
| 66 | WALMART INC | WMT | 4,481 | $404,858 | 0.15% |
| 67 | L3HARRIS TECHNOLOGIES INC | LHX | 1,826 | $383,971 | 0.14% |
| 68 | MARKEL GROUP INC | MKL | 218 | $376,318 | 0.14% |
| 69 | DISNEY WALT CO | 254687106 | 3,340 | $371,909 | 0.14% |
| 70 | EXXON MOBIL CORP | XOM | 3,405 | $366,276 | 0.13% |
| 71 | FLUTTER ENTMT PLC | G3643J108 | 1,402 | $362,347 | 0.13% |
| 72 | MICROSTRATEGY INC | STRK | 1,200 | $347,544 | 0.13% |
| 73 | CITIGROUP INC | C-PR | 4,680 | $329,425 | 0.12% |
| 74 | ABBVIE INC | ABBV | 1,760 | $312,752 | 0.11% |
| 75 | CANADIAN PACIFIC KANSAS CITY | CP | 4,230 | $306,068 | 0.11% |
| 76 | SELECT SECTOR SPDR TR | 81369Y506 | 3,312 | $283,706 | 0.10% |
| 77 | MARRIOTT INTL INC NEW | 571903202 | 1,000 | $278,940 | 0.10% |
| 78 | SELECT SECTOR SPDR TR | 81369Y605 | 5,010 | $242,133 | 0.09% |
| 79 | SPDR SER TR | 78464A722 | 5,325 | $228,922 | 0.08% |
| 80 | CHEVRON CORP NEW | CVX | 1,450 | $210,018 | 0.08% |
| 81 | AMERICAN TOWER CORP NEW | 03027X100 | 1,118 | $205,052 | 0.07% |
| 82 | KIMBERLY-CLARK CORP | KMB | 1,560 | $204,422 | 0.07% |
| 83 | VANGUARD ADMIRAL FDS INC | 921932885 | 1,919 | $202,455 | 0.07% |
| 84 | BLACKROCK INC | BLK | 195 | $199,896 | 0.07% |
| 85 | WEYERHAEUSER CO MTN BE | WY | 7,040 | $198,176 | 0.07% |
| 86 | VANGUARD INTL EQUITY INDEX F | 922042874 | 3,057 | $194,028 | 0.07% |
| 87 | VANGUARD INDEX FDS | 922908751 | 800 | $192,224 | 0.07% |
| 88 | ISHARES TR | 464287549 | 1,620 | $165,386 | 0.06% |
| 89 | UNILEVER PLC | UNLYF | 2,800 | $158,760 | 0.06% |
| 90 | IDEX CORP | 45167R104 | 650 | $136,038 | 0.05% |
| 91 | ISHARES TR | 464287341 | 3,344 | $127,674 | 0.05% |
| 92 | WELLS FARGO CO NEW | 949746101 | 1,788 | $125,589 | 0.05% |
| 93 | FERGUSON ENTERPRISES INC | FERG | 707 | $122,714 | 0.04% |
| 94 | CATERPILLAR INC | CAT | 300 | $108,828 | 0.04% |
| 95 | ISHARES TR | 464287804 | 900 | $103,698 | 0.04% |
| 96 | INTERNATIONAL BUSINESS MACHS | INTR | 470 | $103,320 | 0.04% |
| 97 | ADOBE INC | ADBE | 228 | $101,387 | 0.04% |
| 98 | PURE STORAGE INC | 74624M102 | 1,650 | $101,360 | 0.04% |
| 99 | PHILIP MORRIS INTL INC | 718172109 | 820 | $98,687 | 0.04% |
| 100 | ISHARES TR | 464287200 | 163 | $95,955 | 0.03% |
| 101 | FEDEX CORP | FDX | 338 | $95,090 | 0.03% |
| 102 | AIR PRODS & CHEMS INC | AIIR | 315 | $91,363 | 0.03% |
| 103 | ISHARES INC | 46434G822 | 1,345 | $90,249 | 0.03% |
| 104 | NEXTERA ENERGY INC | NEE-PW | 1,236 | $88,609 | 0.03% |
| 105 | SPROTT PHYSICAL SILVER TR | SII | 9,100 | $87,815 | 0.03% |
| 106 | ROYAL CARIBBEAN GROUP | V7780T103 | 375 | $86,509 | 0.03% |
| 107 | ACCENTURE PLC IRELAND | ACN | 245 | $86,189 | 0.03% |
| 108 | VANGUARD INDEX FDS | 922908637 | 310 | $83,607 | 0.03% |
| 109 | OCCIDENTAL PETE CORP | 674599105 | 1,641 | $81,082 | 0.03% |
| 110 | NEWMONT CORP | NEMCL | 2,145 | $79,837 | 0.03% |
| 111 | ABBOTT LABS | ABLZF | 675 | $76,349 | 0.03% |
| 112 | AERCAP HOLDINGS NV | AER | 795 | $76,081 | 0.03% |
| 113 | NIKE INC | NKE | 997 | $75,443 | 0.03% |
| 114 | KEURIG DR PEPPER INC | KDP | 2,225 | $71,467 | 0.03% |
| 115 | SPROTT PHYSICAL GOLD TR | SII | 3,250 | $65,455 | 0.02% |
| 116 | THOMSON REUTERS CORP | TMSOF | 393 | $63,063 | 0.02% |
| 117 | ALAMOS GOLD INC NEW | AGI | 3,300 | $60,841 | 0.02% |
| 118 | AGNICO EAGLE MINES LTD | AEM | 750 | $58,637 | 0.02% |
| 119 | DOLE PLC | DOLE | 4,328 | $58,601 | 0.02% |
| 120 | ROBLOX CORP | RBLX | 1,000 | $57,860 | 0.02% |
| 121 | VANGUARD INTL EQUITY INDEX F | 922042866 | 792 | $56,264 | 0.02% |
| 122 | ALCON AG | ALC | 641 | $54,326 | 0.02% |
| 123 | STARBUCKS CORP | SBUX | 580 | $52,925 | 0.02% |
| 124 | ROYAL GOLD INC | RGLD | 350 | $46,148 | 0.02% |
| 125 | CME GROUP INC | CME | 195 | $45,285 | 0.02% |
| 126 | VANGUARD SCOTTSDALE FDS | 92206C102 | 743 | $43,228 | 0.02% |
| 127 | ISHARES TR | 464287580 | 400 | $38,456 | 0.01% |
| 128 | VANGUARD INTL EQUITY INDEX F | 922042858 | 822 | $36,201 | 0.01% |
| 129 | VERALTO CORP | VLTO | 349 | $35,546 | 0.01% |
| 130 | PAYPAL HLDGS INC | PYPL | 416 | $35,506 | 0.01% |
| 131 | ALTRIA GROUP INC | MO | 678 | $35,453 | 0.01% |
| 132 | LAS VEGAS SANDS CORP | LVS | 690 | $35,438 | 0.01% |
| 133 | ZILLOW GROUP INC | Z | 500 | $35,425 | 0.01% |
| 134 | DOMINOS PIZZA INC | DPZ | 81 | $34,001 | 0.01% |
| 135 | UNITED PARCEL SERVICE INC | UPS | 250 | $31,525 | 0.01% |
| 136 | VERIZON COMMUNICATIONS INC | VZ | 765 | $30,592 | 0.01% |
| 137 | ROYAL BK CDA | 780087102 | 250 | $30,123 | 0.01% |
| 138 | DEVON ENERGY CORP NEW | 25179M103 | 901 | $29,490 | 0.01% |
| 139 | LOGITECH INTL S A | H50430232 | 350 | $28,946 | 0.01% |
| 140 | ISHARES TR | 464287309 | 285 | $28,936 | 0.01% |
| 141 | CANADIAN IMPERIAL BK COMM | CNDIF | 450 | $28,447 | 0.01% |
| 142 | ISHARES TR | 46429B747 | 269 | $27,061 | 0.01% |
| 143 | FIRST MAJESTIC SILVER CORP | AG | 4,700 | $25,813 | 0.01% |
| 144 | BURFORD CAP LTD | BUR | 1,904 | $24,665 | 0.01% |
| 145 | KENNEDY-WILSON HOLDINGS INC | KW | 2,400 | $23,976 | 0.01% |
| 146 | LAUDER ESTEE COS INC | 518439104 | 317 | $23,769 | 0.01% |
| 147 | SPROTT ETF TRUST | SII | 848 | $23,541 | 0.01% |
| 148 | SANDSTORM GOLD LTD | 80013R206 | 4,200 | $23,476 | 0.01% |
| 149 | SELECT SECTOR SPDR TR | 81369Y209 | 170 | $23,387 | 0.01% |
| 150 | ISHARES TR | 464287184 | 750 | $22,830 | 0.01% |
| 151 | NIO INC | NIOIF | 5,000 | $21,800 | 0.01% |
| 152 | ICON PLC | ICLR | 100 | $20,971 | 0.01% |
| 153 | COINBASE GLOBAL INC | COIN | 83 | $20,609 | 0.01% |
| 154 | ISHARES TR | 464287168 | 150 | $19,693 | 0.01% |
| 155 | SPDR SER TR | 78464A797 | 355 | $19,692 | 0.01% |
| 156 | ARK ETF TR | 00214Q203 | 236 | $18,231 | 0.01% |
| 157 | VULCAN MATLS CO | 929160109 | 67 | $17,234 | 0.01% |
| 158 | MANCHESTER UTD PLC NEW | G5784H106 | 985 | $17,090 | 0.01% |
| 159 | PFIZER INC | PFE | 625 | $16,581 | 0.01% |
| 160 | MAG SILVER CORP | 55903Q104 | 1,000 | $13,577 | 0.00% |
| 161 | SCHLUMBERGER LTD | SLB | 353 | $13,534 | 0.00% |
| 162 | ADVANCED MICRO DEVICES INC | AMD | 100 | $12,079 | 0.00% |
| 163 | ISHARES INC | 464286665 | 267 | $11,697 | 0.00% |
| 164 | ANGLOGOLD ASHANTI PLC | AU | 500 | $11,540 | 0.00% |
| 165 | NOVAGOLD RES INC | 66987E206 | 3,200 | $10,656 | 0.00% |
| 166 | T-MOBILE US INC | TMUSZ | 40 | $8,829 | 0.00% |
| 167 | ARK ETF TR | 00214Q104 | 155 | $8,799 | 0.00% |
| 168 | MERCK & CO INC | MRK | 87 | $8,655 | 0.00% |
| 169 | CLEANSPARK INC | CLSKW | 900 | $8,289 | 0.00% |
| 170 | JACKSON FINANCIAL INC | JXN-PA | 94 | $8,186 | 0.00% |
| 171 | MEDTRONIC PLC | MDT | 88 | $7,029 | 0.00% |
| 172 | OCCIDENTAL PETE CORP | 674599162 | 246 | $6,640 | 0.00% |
| 173 | INTUIT | INTU | 10 | $6,285 | 0.00% |
| 174 | RIOT PLATFORMS INC | RIOT | 600 | $6,126 | 0.00% |
| 175 | TESLA INC | TSLA | 15 | $6,058 | 0.00% |
| 176 | AUTODESK INC | ADSK | 20 | $5,911 | 0.00% |
| 177 | FORTUNA MNG CORP | 349942102 | 1,000 | $4,289 | 0.00% |
| 178 | APTIV PLC | APTV | 70 | $4,234 | 0.00% |
| 179 | ALIBABA GROUP HLDG LTD | BBAAY | 50 | $4,206 | 0.00% |
| 180 | PAN AMERN SILVER CORP | 697900108 | 192 | $3,882 | 0.00% |
| 181 | WK KELLOGG CO | 92942W107 | 199 | $3,580 | 0.00% |
| 182 | SELECT SECTOR SPDR TR | 81369Y860 | 58 | $2,359 | 0.00% |
| 183 | PJT PARTNERS INC | PJT | 13 | $2,052 | 0.00% |
| 184 | SIBANYE STILLWATER LTD | SBYSF | 600 | $1,980 | 0.00% |
| 185 | GAN LTD | G3728V109 | 731 | $1,330 | 0.00% |
| 186 | VIATRIS INC | VTRS | 71 | $884 | 0.00% |
| 187 | BRASILAGRO COMPANHIA BRASILE | 10554B104 | 183 | $661 | 0.00% |
| 188 | ORGANON & CO | OGN | 23 | $343 | 0.00% |
| 189 | GRAN TIERRA ENERGY INC | GTE | 1 | $7 | 0.00% |