Fund Holdings — Evelyn Partners Investment Management (Europe) Ltd

Total Portfolio Value
$290.60M
Total Bought
$7.30M
Total Sold
$31.39M
Net Transaction
-$24.09M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
▲▼
Change
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ASTRAZENECA PLC(AZN)021,991+21,99104,2731.47%+4,273
TOTALENERGIES SE(TTE)67,14466,789-3554,3846,2432.15%+1,859
SPDR GOLD TR(GLD)55,27455,050-22421,90623,6878.15%+1,782
FIRST TR EXCHANGE-TRADED FD1,01735,272+34,2555761,6390.56%+1,063
JOHNSON & JOHNSON(JNJ)18,13217,907-2253,7524,3771.51%+625
ISHARES TR11,26611,219-473,3933,6871.27%+294
SPDR SERIES TRUST
ST STR SP DIV
73,93271,922-2,01010,28810,4963.61%+208
EXXON MOBIL CORP3,4053,40504105780.20%+168
WISDOMTREE TR(WT)11,71311,478-2351,6891,8200.63%+132
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
8,9499,614+6651,7141,8450.63%+131
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,6246,62402964060.14%+110
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,6682,66808119020.31%+91
LINDE PLC(LIN)1,2831,28305476360.22%+89
HONEYWELL INTL INC(HON)2,7692,76905406260.22%+86
L3HARRIS TECHNOLOGIES INC(LHX)1,6551,65504865710.20%+85
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
14,39114,39105456280.22%+83
FREEPORT MCMORAN INC(FCX)01,340+1,3400790.03%+79
WALMART INC(WMT)4,4814,48104995570.19%+58
ISHARES TR
0-5 YR TIPS ETF
1,6112,105+4941652180.07%+53
CHEVRON CORPORATION(CVX)96096001461990.07%+52
COCA COLA CO(KO)7,8637,86305505980.21%+48
ISHARES TR60428+3688570.02%+48
VANGUARD INTL EQUITY INDEX F3,2343,833+5992703160.11%+46
PEPSICO INC(PEP)3,5013,50105025440.19%+41
CHUBB LTD SWITZ
COM
2,7272,72708518890.31%+38
SUNBELT RENTALS HOLDINGS INC(SUNB)0560+5600360.01%+36
VANGUARD WORLD FD372830+45827600.02%+33
CATERPILLAR INC(CAT)20020001151420.05%+27
ISHARES TR1,6041,604067920.03%+25
AGNICO EAGLE MINES LTD(AEM)75075001271520.05%+25
FEDEX CORP(FDX)3383380981200.04%+23
FIRST MAJESTIC SILVER CORP(AG)4,7004,7000781010.03%+22
WATERS CORP(WAT)072+720210.01%+21
CANADIAN PACIFIC KANSAS CITY(CP)4,2304,23003113330.11%+21
MONDELEZ INTL INC(MDLZ)5,3705,37002893100.11%+20
ROYAL GOLD INC(RGLD)61261201361560.05%+20
ALAMOS GOLD INC3,3003,30001271470.05%+19
NEWMONT CORP(NEM)2,2552,25502252440.08%+19
NEXTERA ENERGY INC(NEE)1,4641,46401181360.05%+18
DEVON ENERGY CORP NEW(DVN)901901033450.02%+12
ISHARES TR13,86213,542-3207587690.26%+11
AIR PRODUCTS AND CHEMICALS I220220054640.02%+10
COLGATE PALMOLIVE CO(CL)8,0567,581-4756376460.22%+10
SPROTT ASSET MANAGEMENT LP(PHYS)3,2503,25001071150.04%+8
FERGUSON ENTERPRISES INC(FERG)70770701571650.06%+8
VERIZON COMMUNICATIONS INC(VZ)765765031380.01%+7
SPROTT ASSET MANAGEMENT LP(PSLV)9,1009,10002152220.08%+7
ANGLOGOLD ASHANTI PLC(AU)500500043490.02%+6
VANGUARD INTL EQUITY INDEX F792792072770.03%+6
ALTRIA GROUP INC(MO)678678039450.02%+6
SOLSTICE ADVANCED MATLS INC(SOLS)204204010160.01%+6
ISHARES INC
MSCI JAPAN ETF
1,3451,34501091140.04%+5
NIO INC(NIO)5,0005,000026300.01%+5
SLB LIMITED(SLB)353353014180.01%+5
CME GROUP INC(CME)195195053580.02%+4
PHILIP MORRIS INTL INC(PM)82082001321360.05%+4
ISHARES TR90090001081120.04%+4
VANGUARD INDEX FDS80080002062100.07%+3
STARBUCKS CORP(SBUX)580580049520.02%+3
VANGUARD ADMIRAL FDS INC1,0391,03901161190.04%+3
CANADIAN IMPERIAL BANK OF CO(CM)450450041430.01%+2
INTERACTIVE BROKERS GROUP IN(IBKR)598598038400.01%+2
ISHARES TR150150021230.01%+2
IDEX CORP(IEX)120120021230.01%+1
MERCK & CO INC(MRK)878709100.00%+1
ISHARES INC
CORE MSCI EMKT
515515035360.01%+1
OCCIDENTAL PETE CORP(OXY)41410230.00%+1
MANCHESTER UTD PLC NEW
ORD CL A
985985016170.01%+1
DAUCH CORP0132+132010.00%+1
ISHARES INC267267013140.00%+1
VANGUARD INTL EQUITY INDEX F1,0111,011054550.02%0
T-MOBILE US INC(TMUS)40400880.00%0
OCCIDENTAL PETE CORP(OXY)770000.00%0
BRASILAGRO COMPANHIA BRASILE(LND)1831830110.00%0
VANGUARD INDEX FDS268268024240.01%0
SELECT SECTOR SPDR TR
ST STR REAL ETF
58580220.00%0
GRAN TIERRA ENERGY INC(GTE)110000.00%0
ORGANON & CO(OGN)23230000.00%-0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
743743044430.01%-0
RIOT PLATFORMS INC(RIOT)6006000870.00%-0
UNITED PARCEL SVCS INC(UPS)250250025250.01%-0
PJT PARTNERS INC(PJT)13130220.00%-0
SPDR SERIES TRUST
ST STR SP BANK
355355022210.01%-0
NIKE INC(NKE)41410320.00%-0
ROYAL CARIBBEAN GROUP
COM
210210059580.02%-1
MEDTRONIC PLC(MDT)88880880.00%-1
VULCAN MATLS CO(VMC)6767019180.01%-1
VIATRIS INC(VTRS)710-7110—-1
ALIBABA GROUP HLDG LTD(BABA)50500760.00%-1
ADVANCED MICRO DEVICES INC(AMD)100100021200.01%-1
NOVAGOLD RESOURCES INC3,2003,200030290.01%-1
CLEANSPARK INC(CLSK)9009000980.00%-1
ALCON AG(ALC)400400032300.01%-2
AMPHENOL CORP234234032300.01%-2
ROYAL BK CDA(RY)250250043400.01%-2
VERALTO CORP(VLTO)201201020180.01%-2
INTERNATIONAL PAPER CO(IP)622622025220.01%-2
INTUIT(INTU)10100740.00%-2
ISHARES TR400400041390.01%-2
AMERICAN TOWER CORP(AMT)1,0581,05801861830.06%-3
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Evelyn Partners Investment Management (Europe) Ltd — 13F Holdings — Q1 2026 | TickerTrail