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Evelyn Partners Investment Management (Europe) Ltd

Q1 2026 · 13F-HR

Evelyn Partners Investment Management (Europe) Ltdholdings as filed

Filed 2026-05-15 · accession 0001420506-26-001049

$290.6M
Reported value
187
Positions
2026-03-31
Period end
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The Brief · Evelyn Partners Investment Management (Europe) Ltd · Q1 2026

AI · grounded in 13F

Evelyn Partners Investment Management (Europe) Ltd established a new position in ASTRAZENECA PLC valued at $4.27M. The fund reduced its exposure to several holdings, most notably trimming MASTERCARD INCORPORATED by 6.30%. Other reductions included positions in MSFT and GOOGL, which were trimmed by 1.82% and 1.58% respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$23.7M8.15%55,050CommonSOLE
G25508105CRHCRH PLC$23.2M7.98%220,519CommonSOLE
464286392URTHISHARES INC$18.9M6.50%104,945CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$16.1M5.55%173,872CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$14.2M4.87%21,762CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.5M4.65%28,188CommonSOLE
92204A702VGTVANGUARD WORLD FD$12.1M4.17%17,372CommonSOLE
02079K305GOOGLALPHABET INC$11.4M3.92%39,616CommonSOLE
594918104MSFTMICROSOFT CORP$10.8M3.70%29,057CommonSOLE
78464A763SDYSPDR SERIES TRUST$10.5M3.61%71,922CommonSOLE
037833100AAPLAPPLE INC$7.0M2.40%27,509CommonSOLE
F92124100TTETOTALENERGIES SE$6.2M2.15%66,789CommonSOLE
464287242LQDISHARES TR$6.2M2.15%57,274CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.8M2.01%11,685CommonSOLE
023135106AMZNAMAZON COM INC$5.3M1.82%25,400CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.5M1.56%25,931CommonSHARED
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$4.5M1.54%40,835CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.4M1.51%17,907CommonSOLE
G0593M107AZNASTRAZENECA PLC$4.3M1.47%21,991CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$4.2M1.43%88,281CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.1M1.40%13,803CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$3.8M1.32%16,341CommonSHARED
464287523SOXXISHARES TR$3.7M1.27%11,219CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$3.5M1.21%4,167CommonSOLE
580135101MCDMCDONALDS CORP$3.4M1.18%11,024CommonSOLE
464287176TIPISHARES TR$3.3M1.13%29,825CommonSOLE
09260D107BXBLACKSTONE INC$3.2M1.09%27,515CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$3.0M1.04%76,163CommonSOLE
92826C839VVISA INC$2.9M1.01%9,759CommonSOLE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$2.6M0.88%40,824CommonSOLE
64110L106NFLXNETFLIX INC.$2.5M0.87%26,410CommonSHARED
33733B100FIWFIRST TR EXCHANGE-TRADED FD$2.4M0.84%23,582CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.1M0.71%3,469CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.8M0.63%9,614CommonSOLE
97717W851DXJWISDOMTREE TR$1.8M0.63%11,478CommonSOLE
46090E103QQQINVESCO QQQ TR$1.8M0.62%3,138CommonSOLE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$1.6M0.56%35,272CommonSOLE
060505104BACBANK AMERICA CORP$1.6M0.56%33,295CommonSOLE
02079K107GOOGALPHABET INC$1.6M0.55%5,595CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.6M0.55%1,600CommonSHARED
631103108NDAQNASDAQ INC$1.6M0.54%18,567CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.4M0.50%343CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.45%2,662CommonSHARED
30303M102METAMETA PLATFORMS INC$1.2M0.40%2,040CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$901,6510.31%2,668CommonSHARED
H1467J104CBCHUBB LTD SWITZ$888,8110.31%2,727CommonSHARED
863667101SYKSTRYKER CORPORATION$884,8930.30%2,693CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$785,7560.27%11,039CommonSHARED
464287234EEMISHARES TR$769,0500.26%13,542CommonSOLE
337345102QTECFIRST TR EXCHANGE-TRADED FD$766,0810.26%3,547CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$646,1290.22%7,581CommonSOLE
G54950103LINLINDE PLC$636,0600.22%1,283CommonSHARED
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$628,3110.22%14,391CommonSOLE
438516106HONHONEYWELL INTL INC$625,8770.22%2,769CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$622,6590.21%3,566CommonSHARED
742718109PGPROCTER & GAMBLE CO$620,3700.21%4,295CommonSOLE
191216100KOCOCA COLA CO$597,9810.21%7,863CommonSOLE
30231G102XOMEXXON MOBIL CORP$577,6920.20%3,405CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$571,2230.20%1,655CommonSHARED
931142103WMTWALMART INC$556,8990.19%4,481CommonSOLE
713448108PEPPEPSICO INC$543,6700.19%3,501CommonSOLE
235851102DHRDANAHER CORP DEL$539,6020.19%2,846CommonSOLE
464286806EWGISHARES INC$529,7530.18%13,354CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$511,5590.18%1,841CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$481,2740.17%1,044CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$453,3850.16%2,828CommonSHARED
78409V104SPGIS&P GLOBAL INC$436,8240.15%1,027CommonSHARED
570535104MKLMARKEL GROUP INC$417,2670.14%218CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$405,7860.14%6,624CommonSOLE
79466L302CRMSALESFORCE INC$360,2730.12%1,930CommonSOLE
00287Y109ABBVABBVIE INC$355,5960.12%1,635CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$340,1590.12%6,890CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$332,7540.11%4,230CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$315,9540.11%3,833CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$314,1550.11%1,161CommonSHARED
609207105MDLZMONDELEZ INTL INC$309,5270.11%5,370CommonSOLE
254687106DISDISNEY WALT CO$284,8030.10%2,955CommonSOLE
98978V103ZTSZOETIS INC$270,7010.09%2,290CommonSHARED
571903202MARMARRIOTT INTL INC NEW$248,5730.09%760CommonSOLE
651639106NEMNEWMONT CORP$244,1040.08%2,255CommonSOLE
172967424CCITIGROUP INC$239,8620.08%2,115CommonSOLE
78464A722XPHSPDR SERIES TRUST$229,8830.08%4,250CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$221,9490.08%9,100CommonSOLE
46429B747STIPISHARES TR$217,7200.07%2,105CommonSOLE
922908751VBVANGUARD INDEX FDS$209,5360.07%800CommonSHARED
166764100CVXCHEVRON CORPORATION$198,6240.07%960CommonSOLE
464287549IGMISHARES TR$191,9860.07%1,620CommonSOLE
03027X100AMTAMERICAN TOWER CORP$182,5900.06%1,058CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$164,9150.06%707CommonSOLE
780287108RGLDROYAL GOLD INC$155,7480.05%612CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$152,2730.05%750CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$150,4930.05%1,560CommonSOLE
594972408MSTRSTRATEGY INC$149,7600.05%1,200CommonSOLE
011532108AGIALAMOS GOLD INC$146,7650.05%3,300CommonSOLE
904767803ULUNILEVER PLC$141,7410.05%2,488CommonSOLE
149123101CATCATERPILLAR INC$141,6920.05%200CommonSOLE
65339F101NEENEXTERA ENERGY INC$135,9760.05%1,464CommonSOLE
718172109PMPHILIP MORRIS INTL INC$135,5790.05%820CommonSOLE
949746101WMT2WELLS FARGO & CO$135,0190.05%1,696CommonSOLE
09290D101BLKBLACKROCK INC$129,8310.04%135CommonSOLE
464287184FXIISHARES TR$124,2140.04%3,460CommonSHARED
31428X106FDXFEDEX CORP$120,3890.04%338CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$118,7780.04%1,039CommonSHARED
464287200IVVISHARES TR$116,2710.04%178CommonSHARED
85207H104PHYSSPROTT ASSET MANAGEMENT LP$115,1800.04%3,250CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$113,9230.04%470CommonSOLE
46434G822EWJISHARES INC$113,5720.04%1,345CommonSHARED
464287804IJRISHARES TR$111,8790.04%900CommonSOLE
N00985106AERAERCAP HOLDINGS NV$109,0580.04%795CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$100,7150.03%4,700CommonSOLE
74624M102PEVERPURE INC$97,4160.03%1,650CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$93,4770.03%6,366CommonSOLE
922908637VVVANGUARD INDEX FDS$92,6440.03%310CommonSOLE
464287341IXCISHARES TR$92,4060.03%1,604CommonSHARED
075887109BDXBECTON DICKINSON & CO$88,2060.03%561CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$87,1670.03%855CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$78,7650.03%1,340CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$77,4020.03%792CommonSOLE
002824100ABTABBOTT LABORATORIES$69,3020.02%675CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$63,9080.02%220CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$61,9280.02%2,352CommonSOLE
921910725VSGXVANGUARD WORLD FD$59,5360.02%830CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$57,7880.02%210CommonSOLE
12572Q105CMECME GROUP INC$57,5930.02%195CommonSOLE
771049103RBLXROBLOX CORP$56,5600.02%1,000CommonSHARED
464288802SUSAISHARES TR$56,5390.02%428CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$54,6450.02%1,011CommonSOLE
855244109SBUXSTARBUCKS CORP$51,9620.02%580CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$48,6800.02%500CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$48,5810.02%245CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$45,3380.02%901CommonSOLE
02209S103MOALTRIA GROUP INC$44,7410.02%678CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$43,4950.01%743CommonSHARED
N3167Y103RACEFERRARI N V$42,6650.01%126CommonSHARED
136069101CMCANADIAN IMPERIAL BANK OF CO$42,6310.01%450CommonSOLE
780087102RYROYAL BK CDA$40,4000.01%250CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$40,1080.01%598CommonSHARED
464287580IYCISHARES TR$38,7680.01%400CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$38,4030.01%765CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$37,1770.01%690CommonSOLE
866966104SUNBSUNBELT RENTALS HOLDINGS INC$36,4500.01%560CommonSOLE
46434G103IEMGISHARES INC$35,9210.01%515CommonSHARED
884903808TRI4EURTHOMSON REUTERS CORP$35,3460.01%393CommonSOLE
H50430232LOGILOGITECH INTL S A$31,6800.01%350CommonSOLE
H01301128ALCALCON AG$30,1540.01%400CommonSOLE
62914V106NIONIO INC$30,1500.01%5,000CommonSHARED
032095101APHAMPHENOL CORP$29,5660.01%234CommonSHARED
25754A201DPZDOMINOS PIZZA INC$29,0620.01%81CommonSOLE
464287309IVWISHARES TR$28,8430.01%255CommonSOLE
66987E206NGNOVAGOLD RESOURCES INC$28,7360.01%3,200CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$24,5950.01%250CommonSOLE
922908553VNQVANGUARD INDEX FDS$23,7720.01%268CommonSHARED
518439104ELLAUDER ESTEE COS INC$22,7510.01%317CommonSOLE
45167R104IEXIDEX CORP$22,7460.01%120CommonSOLE
464287168DVYISHARES TR$22,7120.01%150CommonSOLE
460146103IPINTERNATIONAL PAPER CO$22,2050.01%622CommonSOLE
941848103WATWATERS CORP$21,4420.01%72CommonSOLE
78464A797KBESPDR SERIES TRUST$21,1400.01%355CommonSOLE
98954M101ZGZILLOW GROUP INC$20,6950.01%500CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$20,3430.01%100CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$18,8160.01%416CommonSOLE
929160109VMCVULCAN MATLS CO$18,2440.01%67CommonSHARED
806857108SLBSLB LIMITED$18,1410.01%353CommonSOLE
92338C103VLTOVERALTO CORP$17,7720.01%201CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$16,5680.01%985CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$15,5370.01%204CommonSOLE
464286665EPPISHARES INC$14,1880.00%267CommonSHARED
G4705A100ICLRICON PLC$11,0660.00%100CommonSOLE
58933Y105MRKMERCK & CO INC$10,4650.00%87CommonSHARED
G17977110BURBURFORD CAPITAL LIMITED$8,6160.00%1,904CommonSOLE
872590104TMUST-MOBILE US INC$8,4010.00%40CommonSHARED
18452B209CLSKCLEANSPARK INC$7,6590.00%900CommonSOLE
G5960L103MDTMEDTRONIC PLC$7,6250.00%88CommonSHARED
767292105RIOTRIOT PLATFORMS INC$7,4160.00%600CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6,2730.00%50CommonSOLE
461202103INTUINTUIT$4,3240.00%10CommonSHARED
00724F101ADBEADOBE INC$3,6460.00%15CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$2,6650.00%41CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$2,3680.00%58CommonSOLE
654106103NKENIKE INC$2,1660.00%41CommonSOLE
69343T107PJTPJT PARTNERS INC$1,8160.00%13CommonSOLE
024061103DCHDAUCH CORP$7830.00%132CommonSOLE
10554B104LNDBRASILAGRO COMPANHIA BRASILE$7740.00%183CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$7400.00%7CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$3010.00%7CommonSOLE
68622V106OGNORGANON & CO$1380.00%23CommonSOLE
38500T200GTEGRAN TIERRA ENERGY INC$90.00%1CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.