Evelyn Partners Investment Management (Europe) Ltd Q3 2025 Filing
Filed December 11, 2025
Portfolio Value
$274.9B
Holdings
189
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RHCRH PLC | 269,467 | $24.9B | 9.07% | |
| 2 | FTCSFIRST TR EXCHANGE-TRADED FD | 206,092 | $18.1B | 6.58% | |
| 3 | URTHISHARES INC | 99,316 | $15.4B | 5.62% | |
| 4 | MSFTMICROSOFT CORP | 35,333 | $14.9B | 5.42% | |
| 5 | SPYSPDR S&P 500 ETF TR | 22,733 | $13.3B | 4.85% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 29,060 | $13.2B | 4.79% | |
| 7 | SDYSPDR SER TR | 91,854 | $12.1B | 4.41% | |
| 8 | VGTVANGUARD WORLD FD | 18,033 | $11.2B | 4.08% | |
| 9 | GQ9SPDR GOLD TR | 44,244 | $10.7B | 3.90% | |
| 10 | GOOGLALPHABET INC | 47,453 | $9.0B | 3.27% | |
| 11 | AAPLAPPLE INC | 30,199 | $7.6B | 2.75% | |
| 12 | MAMASTERCARD INCORPORATED | 14,287 | $7.5B | 2.74% | |
| 13 | BXBLACKSTONE INC | 36,727 | $6.3B | 2.30% | |
| 14 | LQDISHARES TR | 56,788 | $6.1B | 2.21% | |
| 15 | AMZNAMAZON COM INC | 25,499 | $5.6B | 2.03% | |
| 16 | SWSMURFIT WESTROCK PLC | 102,486 | $5.5B | 2.01% | |
| 17 | FDNFIRST TR EXCHANGE-TRADED FD | 21,835 | $5.3B | 1.93% | |
| 18 | FVDFIRST TR VALUE LINE DIVID IN | 109,749 | $4.8B | 1.74% | |
| 19 | SKYYFIRST TR EXCHANGE TRADED FD | 39,714 | $4.7B | 1.72% | |
| 20 | JPMJPMORGAN CHASE & CO. | 16,788 | $4.0B | 1.46% | |
| 21 | TIPISHARES TR | 35,320 | $3.8B | 1.37% | |
| 22 | JNJJOHNSON & JOHNSON | 23,216 | $3.4B | 1.22% | |
| 23 | FIWFIRST TR EXCHANGE-TRADED FD | 32,339 | $3.3B | 1.20% | |
| 24 | MCDMCDONALDS CORP | 11,328 | $3.3B | 1.19% | |
| 25 | VVISA INC | 9,933 | $3.1B | 1.14% | |
| 26 | NVDANVIDIA CORPORATION | 22,664 | $3.0B | 1.11% | |
| 27 | CIBRFIRST TR EXCHANGE TRADED FD | 36,068 | $2.3B | 0.83% | |
| 28 | GSGOLDMAN SACHS GROUP INC | 3,977 | $2.3B | 0.83% | |
| 29 | NFLXNETFLIX INC | 2,499 | $2.2B | 0.81% | |
| 30 | SOXXISHARES TR | 9,494 | $2.0B | 0.74% | |
| 31 | BKNGBOOKING HOLDINGS INC | 394 | $2.0B | 0.71% | |
| 32 | VOOVANGUARD INDEX FDS | 3,463 | $1.9B | 0.68% | |
| 33 | BACBANK AMERICA CORP | 41,214 | $1.8B | 0.66% | |
| 34 | UNHUNITEDHEALTH GROUP INC | 3,444 | $1.7B | 0.63% | |
| 35 | NDQINVESCO QQQ TR | 3,307 | $1.7B | 0.61% | |
| 36 | COSTCOSTCO WHSL CORP NEW | 1,741 | $1.6B | 0.58% | |
| 37 | CRMSALESFORCE INC | 4,592 | $1.5B | 0.56% | |
| 38 | DXJWISDOMTREE TR | 12,550 | $1.4B | 0.50% | |
| 39 | NDAQNASDAQ INC | 17,061 | $1.3B | 0.48% | |
| 40 | GOOGALPHABET INC | 6,341 | $1.2B | 0.44% | |
| 41 | QCLNFIRST TR EXCHANGE-TRADED FD | 35,468 | $1.2B | 0.44% | |
| 42 | SYKSTRYKER CORPORATION | 3,290 | $1.2B | 0.43% | |
| 43 | RSPINVESCO EXCHANGE TRADED FD T | 6,300 | $1.1B | 0.40% | |
| 44 | PGPROCTER AND GAMBLE CO | 6,571 | $1.1B | 0.40% | |
| 45 | CLCOLGATE PALMOLIVE CO | 11,591 | $1.1B | 0.38% | |
| 46 | TMOTHERMO FISHER SCIENTIFIC INC | 2,017 | $1.0B | 0.38% | |
| 47 | METAMETA PLATFORMS INC | 1,686 | $987.2M | 0.36% | |
| 48 | GEHCGE HEALTHCARE TECHNOLOGIES I | 12,286 | $960.5M | 0.35% | |
| 49 | QTECFIRST TR NASDAQ 100 TECH IND | 4,565 | $859.5M | 0.31% | |
| 50 | DHRDANAHER CORPORATION | 3,609 | $828.4M | 0.30% | |
| 51 | HONHONEYWELL INTL INC | 3,309 | $747.5M | 0.27% | |
| 52 | LINLINDE PLC | 1,710 | $715.9M | 0.26% | |
| 53 | EEMISHARES TR | 16,862 | $705.2M | 0.26% | |
| 54 | BDXBECTON DICKINSON & CO | 2,895 | $656.8M | 0.24% | |
| 55 | PEPPEPSICO INC | 4,287 | $651.9M | 0.24% | |
| 56 | KOCOCA COLA CO | 9,893 | $615.9M | 0.22% | |
| 57 | EMLPFIRST TR EXCHANGE-TRADED FD | 16,971 | $605.0M | 0.22% | |
| 58 | CBCHUBB LIMITED | 2,163 | $597.6M | 0.22% | |
| 59 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,668 | $526.9M | 0.19% | |
| 60 | PANWPALO ALTO NETWORKS INC | 2,886 | $525.1M | 0.19% | |
| 61 | ISRGINTUITIVE SURGICAL INC | 998 | $520.9M | 0.19% | |
| 62 | CDNSCADENCE DESIGN SYSTEM INC | 1,717 | $515.9M | 0.19% | |
| 63 | SPGIS&P GLOBAL INC | 997 | $496.5M | 0.18% | |
| 64 | ZTSZOETIS INC | 2,925 | $476.6M | 0.17% | |
| 65 | MDLZMONDELEZ INTL INC | 6,926 | $413.7M | 0.15% | |
| 66 | WMTWALMART INC | 4,481 | $404.9M | 0.15% | |
| 67 | LHXL3HARRIS TECHNOLOGIES INC | 1,826 | $384.0M | 0.14% | |
| 68 | MKLMARKEL GROUP INC | 218 | $376.3M | 0.14% | |
| 69 | DISDISNEY WALT CO | 3,340 | $371.9M | 0.14% | |
| 70 | XOMEXXON MOBIL CORP | 3,405 | $366.3M | 0.13% | |
| 71 | FLUTFLUTTER ENTMT PLC | 1,402 | $362.3M | 0.13% | |
| 72 | MIGAMICROSTRATEGY INC | 1,200 | $347.5M | 0.13% | |
| 73 | TRVCCITIGROUP INC | 4,680 | $329.4M | 0.12% | |
| 74 | ABBVABBVIE INC | 1,760 | $312.8M | 0.11% | |
| 75 | CPCANADIAN PACIFIC KANSAS CITY | 4,230 | $306.1M | 0.11% | |
| 76 | XLESELECT SECTOR SPDR TR | 3,312 | $283.7M | 0.10% | |
| 77 | MARMARRIOTT INTL INC NEW | 1,000 | $278.9M | 0.10% | |
| 78 | XLFSELECT SECTOR SPDR TR | 5,010 | $242.1M | 0.09% | |
| 79 | LVLNSPDR SER TR | 5,325 | $228.9M | 0.08% | |
| 80 | CVXCHEVRON CORP NEW | 1,450 | $210.0M | 0.08% | |
| 81 | AMTAMERICAN TOWER CORP NEW | 1,118 | $205.1M | 0.07% | |
| 82 | KMBKIMBERLY-CLARK CORP | 1,560 | $204.4M | 0.07% | |
| 83 | IVOOVANGUARD ADMIRAL FDS INC | 1,919 | $202.5M | 0.07% | |
| 84 | BLKBLACKROCK INC | 195 | $199.9M | 0.07% | |
| 85 | WYWEYERHAEUSER CO MTN BE | 7,040 | $198.2M | 0.07% | |
| 86 | VGKVANGUARD INTL EQUITY INDEX F | 3,057 | $194.0M | 0.07% | |
| 87 | VBVANGUARD INDEX FDS | 800 | $192.2M | 0.07% | |
| 88 | IGMISHARES TR | 1,620 | $165.4M | 0.06% | |
| 89 | ULUNILEVER PLC | 2,800 | $158.8M | 0.06% | |
| 90 | IEXIDEX CORP | 650 | $136.0M | 0.05% | |
| 91 | IXCISHARES TR | 3,344 | $127.7M | 0.05% | |
| 92 | WFCWELLS FARGO CO NEW | 1,788 | $125.6M | 0.05% | |
| 93 | FERGFERGUSON ENTERPRISES INC | 707 | $122.7M | 0.04% | |
| 94 | CATCATERPILLAR INC | 300 | $108.8M | 0.04% | |
| 95 | IJRISHARES TR | 900 | $103.7M | 0.04% | |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 470 | $103.3M | 0.04% | |
| 97 | ADBEADOBE INC | 228 | $101.4M | 0.04% | |
| 98 | PSTGPURE STORAGE INC | 1,650 | $101.4M | 0.04% | |
| 99 | 4I1PHILIP MORRIS INTL INC | 820 | $98.7M | 0.04% | |
| 100 | IVVISHARES TR | 163 | $96.0M | 0.03% |
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