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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
Page 6 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FXI ISHARES TR 3,460.0 $124K 0.04% $35.90 -1.1%
102 FDX FEDEX CORP Industrials 338.0 $120K 0.04% $356.18 +10.7%
103 IVOO VANGUARD ADMIRAL FDS INC 1,039.0 $119K 0.04% $114.32 +8.8%
104 IVV ISHARES TR 178.0 $116K 0.04% $653.21 +14.7%
105 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 3,250.0 $115K 0.04% $35.44 -3.8%
106 IBM INTERNATIONAL BUSINESS MACHS Technology 470.0 $114K 0.04% $242.39 +4.7%
107 EWJ ISHARES INC 1,345.0 $114K 0.04% $84.44 +8.5%
108 IJR ISHARES TR 900.0 $112K 0.04% $124.31 +10.5%
109 AER AERCAP HOLDINGS NV Industrials 795.0 $109K 0.04% $137.18 +1.0%
110 AG FIRST MAJESTIC SILVER CORP Basic Materials 4,700.0 $101K 0.04% $21.43 -9.2%
111 PSTG EVERPURE INC Technology 1,650.0 $97K 0.03% $59.04 +47.7%
112 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 6,366.0 $93K 0.03% -804.0 -11.2% $14.68 +9.3%
113 VV VANGUARD INDEX FDS 310.0 $93K 0.03% $298.85 +14.8%
114 IXC ISHARES TR 1,604.0 $92K 0.03% $57.61 -2.5%
115 BDX BECTON DICKINSON & CO Healthcare 561.0 $88K 0.03% -275.0 -32.9% $157.23 -6.1%
116 FLUTTER ENTMT PLC 855.0 $87K 0.03% -228.0 -21.1% $101.95
117 FCX FREEPORT MCMORAN INC Basic Materials 1,340.0 $79K 0.03% NEW $58.78 +5.5%
118 VPL VANGUARD INTL EQUITY INDEX F 792.0 $77K 0.03% $97.73 +14.5%
119 ABT ABBOTT LABORATORIES Healthcare 675.0 $69K 0.02% $102.67 -14.9%
120 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 220.0 $64K 0.02% $290.49 -0.4%
Page 6 of 10  ·  187 positions

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%