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Portfolio (Quarterly) Guide ↗

Evelyn Partners Investment Management (Europe) Ltd

· CIK 0002065055
13F Portfolio $291M AUM 187 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 9 Added 53 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 21,991.0 $4.3M 1.47% NEW $194.30 -3.7%
2 FCX FREEPORT MCMORAN INC Basic Materials 1,340.0 $79K 0.03% NEW $58.78 +5.4%
3 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 560.0 $36K 0.01% NEW $65.09 +19.7%
4 WAT WATERS CORP Healthcare 72.0 $21K 0.01% NEW $297.81 +15.0%
5 DCH DAUCH CORP Industrials 132.0 $783.0 NEW $5.93 +7.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.2%
Technology 17.6%
Communication Services 12.0%
Healthcare 9.7%
Consumer Cyclical 7.5%
Consumer Defensive 3.8%
Industrials 1.3%
Basic Materials 1.2%
Energy 0.6%
Real Estate 0.1%