Institutional Fund
Evelyn Partners Investment Management (Europe) Ltd
Dublin, IrelandCIK 20650558 filings on record
Portfolio Value
$290.60M
Q1 2026
Holdings
187
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-5.7%
from $308.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Gold Tr8.2%
- Crh PLC8.0%
- Ishares Inc6.5%
- First Tr Exchange-Traded Fd5.5%
- Spdr S&P 500 ETF Tr4.9%
- Berkshire Hathaway Inc Del4.6%
- Other62.3%
Portfolio Holdings
187 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 55.0K | $23.69M | 8.2% | −224 | Reduced |
| 2 | Crh PLC | 220.5K | $23.18M | 8.0% | −6.3K | Reduced |
| 3 | Ishares Inc | 104.9K | $18.89M | 6.5% | +797 | Added |
| 4 | First Tr Exchange-Traded Fd | 173.9K | $16.13M | 5.5% | −5.9K | Reduced |
| 5 | Spdr S&P 500 ETF Tr | 21.8K | $14.15M | 4.9% | −381 | Reduced |
| 6 | Berkshire Hathaway Inc Del | 28.2K | $13.51M | 4.6% | −182 | Reduced |
| 7 | Vanguard World Fd | 17.4K | $12.12M | 4.2% | −257 | Reduced |
| 8 | Alphabet Inc | 39.6K | $11.39M | 3.9% | −636 | Reduced |
| 9 | Microsoft Corp | 29.1K | $10.76M | 3.7% | −538 | Reduced |
| 10 | Spdr Series Trust | 71.9K | $10.50M | 3.6% | −2.0K | Reduced |
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