Evelyn Partners Investment Management (Europe) 13F Portfolio Q3 2025

Evelyn Partners Investment Management (Europe) LTD (CIK: 0002065055) is a financial institution headquartered at Alexandra House, 3 Ballsbridge Park, Ballsbridge, Dublin, Ireland D04 C7H2. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $288,631,382, comprising 179 distinct securities. Over its filing history, it has submitted 6 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q3 2025

1. CRH CRH plc

+$27.93 M

2. FIW First Trust Water ETF

+$20.31 M

3. GLD SPDR Gold Shares

+$18.89 M

4. URTH iShares MSCI World ETF

+$18.65 M

5. SPY SPDR S&P 500 ETF Trust

+$14.84 M

Top Sells

Q3 2025

1. MSTR Strategy Inc

−$1.65 M

2. ADBE Adobe Inc.

−$984,878

3. TSM Taiwan Semiconductor Manufacturing Company Limited

−$537,074.87

4. COST Costco Wholesale Corporation

−$261,953.37

5. GOOG Alphabet Inc.

−$228,937

Stocks/ETFs

+115.34%

$286.43 M 99.24%

Options

$0 0.00%

Debt

$0 0.00%

Other

+100.00%

$2.2 M 0.76%

Name	Shares	Market Value	Weight	Change	Activity
CRH plc CRH	232,904	$27,925,190	9.68%	▲ 232,904	New Buy
First Trust Water ETF ETF-FIW	211,729	$20,308,067	7.04%	▲ 211,729	New Buy
SPDR Gold Shares ETF-GLD	53,145	$18,891,453	6.55%	▲ 53,145	New Buy
iShares MSCI World ETF ETF-URTH	102,740	$18,653,474	6.46%	▲ 102,740	New Buy
Microsoft Corporation MSFT	30,363	$15,726,516	5.45%	▲ 7,106	Add 30.6%
SPDR S&P 500 ETF Trust ETF-SPY	22,271	$14,836,495	5.14%	▲ 22,271	New Buy
Berkshire Hathaway Inc. BRK.B	27,831	$13,991,757	4.85%	▲ 11,845	Add 74.1%
Vanguard Information Technology ETF ETF-VGT	18,408	$13,743,965	4.76%	▲ 18,408	New Buy
SPDR S&P Dividend ETF ETF-SDY	75,685	$10,599,684	3.67%	▲ 75,685	New Buy
Alphabet Inc. GOOGL	41,408	$10,066,285	3.49%	▲ 14,572	Add 54.3%

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Evelyn Partners Investment Management (Europe) LTD's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Evelyn Partners Investment Management (Europe) LTD each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 4 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Evelyn Partners Investment Management (Europe) LTD Quarterly 13F Statistics

📊 Discover detailed insights into Evelyn Partners Investment Management (Europe) LTD’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Evelyn Partners Investment Management (Europe) LTD's All 13F Filings

📑 This section lists all SEC Form 13F filings submitted by Evelyn Partners Investment Management (Europe) LTD, a registered institutional investment manager. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Evelyn Partners Investment Management (Europe) LTD 13F Filings, Portfolio & Analysis

Evelyn Partners Investment Management (Europe) LTD — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Evelyn Partners Investment Management (Europe) LTD's Portfolio

Evelyn Partners Investment Management (Europe) LTD Quarterly 13F Statistics

Evelyn Partners Investment Management (Europe) LTD's All 13F Filings