Evelyn Partners Investment Management (Europe) Ltd Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$308.0M
Holdings
185
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (185 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RHCRH PLC | 226,850 | $28.0M | 9.09% | |
| 2 | GQ9SPDR GOLD TR | 55,274 | $21.0M | 6.82% | |
| 3 | URTHISHARES INC | 104,148 | $19.0M | 6.17% | |
| 4 | FTCSFIRST TR EXCHANGE-TRADED FD | 179,789 | $16.0M | 5.19% | |
| 5 | SPYSPDR S&P 500 ETF TR | 22,143 | $15.0M | 4.87% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 28,370 | $14.0M | 4.55% | |
| 7 | MSFTMICROSOFT CORP | 29,595 | $14.0M | 4.55% | |
| 8 | VGTVANGUARD WORLD FD | 17,629 | $13.0M | 4.22% | |
| 9 | GOOGLALPHABET INC | 40,252 | $12.0M | 3.90% | |
| 10 | SDYSPDR SERIES TRUST | 73,932 | $10.0M | 3.25% | |
| 11 | MAMASTERCARD INCORPORATED | 12,471 | $7.0M | 2.27% | |
| 12 | AAPLAPPLE INC | 27,688 | $7.0M | 2.27% | |
| 13 | LQDISHARES TR | 58,458 | $6.0M | 1.95% | |
| 14 | AMZNAMAZON COM INC | 25,399 | $5.0M | 1.62% | |
| 15 | SKYYFIRST TR EXCHANGE TRADED FD | 42,341 | $5.0M | 1.62% | |
| 16 | NVDANVIDIA CORPORATION | 26,334 | $4.0M | 1.30% | |
| 17 | JPMJPMORGAN CHASE & CO. | 13,961 | $4.0M | 1.30% | |
| 18 | FVDFIRST TR EXCHANGE-TRADED FD | 94,862 | $4.0M | 1.30% | |
| 19 | TTETOTALENERGIES SE | 67,144 | $4.0M | 1.30% | |
| 20 | FDNFIRST TR EXCHANGE-TRADED FD | 17,103 | $4.0M | 1.30% | |
| 21 | BXBLACKSTONE INC | 27,997 | $4.0M | 1.30% | |
| 22 | VVISA INC | 9,913 | $3.0M | 0.97% | |
| 23 | TIPISHARES TR | 31,123 | $3.0M | 0.97% | |
| 24 | JNJJOHNSON & JOHNSON | 18,132 | $3.0M | 0.97% | |
| 25 | MCDMCDONALDS CORP | 11,476 | $3.0M | 0.97% | |
| 26 | CIBRFIRST TR EXCHANGE TRADED FD | 42,694 | $3.0M | 0.97% | |
| 27 | SOXXISHARES TR | 11,266 | $3.0M | 0.97% | |
| 28 | GSGOLDMAN SACHS GROUP INC | 4,083 | $3.0M | 0.97% | |
| 29 | SWSMURFIT WESTROCK PLC | 78,968 | $3.0M | 0.97% | |
| 30 | NFLXNETFLIX INC | 27,610 | $2.0M | 0.65% | |
| 31 | FIWFIRST TR EXCHANGE-TRADED FD | 26,283 | $2.0M | 0.65% | |
| 32 | BKNGBOOKING HOLDINGS INC | 383 | $2.0M | 0.65% | |
| 33 | VOOVANGUARD INDEX FDS | 3,463 | $2.0M | 0.65% | |
| 34 | GEHCGE HEALTHCARE TECHNOLOGIES I | 15,113 | $1.0M | 0.32% | |
| 35 | METAMETA PLATFORMS INC | 2,070 | $1.0M | 0.32% | |
| 36 | RSPINVESCO EXCHANGE TRADED FD T | 8,949 | $1.0M | 0.32% | |
| 37 | NDAQNASDAQ INC | 18,535 | $1.0M | 0.32% | |
| 38 | TMOTHERMO FISHER SCIENTIFIC INC | 2,747 | $1.0M | 0.32% | |
| 39 | DXJWISDOMTREE TR | 11,713 | $1.0M | 0.32% | |
| 40 | UNHUNITEDHEALTH GROUP INC | 3,386 | $1.0M | 0.32% | |
| 41 | QCLNFIRST TR EXCHANGE-TRADED FD | 35,109 | $1.0M | 0.32% | |
| 42 | BACBANK AMERICA CORP | 34,959 | $1.0M | 0.32% | |
| 43 | CRMSALESFORCE INC | 4,977 | $1.0M | 0.32% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 1,922 | $1.0M | 0.32% | |
| 45 | NDQINVESCO QQQ TR | 3,190 | $1.0M | 0.32% | |
| 46 | SYKSTRYKER CORPORATION | 2,938 | $1.0M | 0.32% | |
| 47 | GOOGALPHABET INC | 5,630 | $1.0M | 0.32% | |
| 48 | MARMARRIOTT INTL INC NEW | 1,000 | $0 | 0.00% | |
| 49 | ADBEADOBE INC | 80 | $0 | 0.00% | |
| 50 | VGSHVANGUARD SCOTTSDALE FDS | 743 | $0 | 0.00% | |
| 51 | KOCOCA COLA CO | 7,863 | $0 | 0.00% | |
| 52 | PANWPALO ALTO NETWORKS INC | 3,416 | $0 | 0.00% | |
| 53 | FDXFEDEX CORP | 338 | $0 | 0.00% | |
| 54 | CLSKCLEANSPARK INC | 900 | $0 | 0.00% | |
| 55 | SLBSLB LIMITED | 353 | $0 | 0.00% | |
| 56 | RBLXROBLOX CORP | 1,000 | $0 | 0.00% | |
| 57 | VWOVANGUARD INTL EQUITY INDEX F | 1,011 | $0 | 0.00% | |
| 58 | LVLNSPDR SERIES TRUST | 4,250 | $0 | 0.00% | |
| 59 | BABAALIBABA GROUP HLDG LTD | 50 | $0 | 0.00% | |
| 60 | CBCHUBB LIMITED | 2,727 | $0 | 0.00% | |
| 61 | CMECME GROUP INC | 195 | $0 | 0.00% | |
| 62 | 4I1PHILIP MORRIS INTL INC | 820 | $0 | 0.00% | |
| 63 | EWGISHARES INC | 12,686 | $0 | 0.00% | |
| 64 | IGMISHARES TR | 1,620 | $0 | 0.00% | |
| 65 | BURBURFORD CAP LTD | 1,904 | $0 | 0.00% | |
| 66 | AMDADVANCED MICRO DEVICES INC | 100 | $0 | 0.00% | |
| 67 | UPSUNITED PARCEL SERVICE INC | 250 | $0 | 0.00% | |
| 68 | ULUNILEVER PLC | 2,488 | $0 | 0.00% | |
| 69 | PGPROCTER AND GAMBLE CO | 4,646 | $0 | 0.00% | |
| 70 | MIGASTRATEGY INC | 1,200 | $0 | 0.00% | |
| 71 | IYCISHARES TR | 400 | $0 | 0.00% | |
| 72 | BACVERIZON COMMUNICATIONS INC | 765 | $0 | 0.00% | |
| 73 | IVWISHARES TR | 285 | $0 | 0.00% | |
| 74 | IXCISHARES TR | 1,604 | $0 | 0.00% | |
| 75 | IJRISHARES TR | 900 | $0 | 0.00% | |
| 76 | ZGZILLOW GROUP INC | 500 | $0 | 0.00% | |
| 77 | IEMGISHARES INC | 515 | $0 | 0.00% | |
| 78 | XLRESELECT SECTOR SPDR TR | 58 | $0 | 0.00% | |
| 79 | ALCALCON AG | 400 | $0 | 0.00% | |
| 80 | AMTAMERICAN TOWER CORP NEW | 1,058 | $0 | 0.00% | |
| 81 | OXY/WSOCCIDENTAL PETE CORP | 7 | $0 | 0.00% | |
| 82 | PHYS/USPROTT ASSET MANAGEMENT LP | 3,250 | $0 | 0.00% | |
| 83 | EWJISHARES INC | 1,345 | $0 | 0.00% | |
| 84 | XLFSELECT SECTOR SPDR TR | 6,890 | $0 | 0.00% | |
| 85 | DISDISNEY WALT CO | 2,955 | $0 | 0.00% | |
| 86 | CMCANADIAN IMPERIAL BANK OF CO | 450 | $0 | 0.00% | |
| 87 | XOMEXXON MOBIL CORP | 3,405 | $0 | 0.00% | |
| 88 | APDAIR PRODS & CHEMS INC | 220 | $0 | 0.00% | |
| 89 | OGNORGANON & CO | 23 | $0 | 0.00% | |
| 90 | TRITHOMSON REUTERS CORP | 393 | $0 | 0.00% | |
| 91 | ROPROPER TECHNOLOGIES INC | 450 | $0 | 0.00% | |
| 92 | VNQVANGUARD INDEX FDS | 268 | $0 | 0.00% | |
| 93 | PSLV/USPROTT ASSET MANAGEMENT LP | 9,100 | $0 | 0.00% | |
| 94 | RIOTRIOT PLATFORMS INC | 600 | $0 | 0.00% | |
| 95 | IVVISHARES TR | 178 | $0 | 0.00% | |
| 96 | JXNJACKSON FINANCIAL INC | 51 | $0 | 0.00% | |
| 97 | MKLMARKEL GROUP INC | 218 | $0 | 0.00% | |
| 98 | PYPLPAYPAL HLDGS INC | 416 | $0 | 0.00% | |
| 99 | EEMISHARES TR | 13,862 | $0 | 0.00% | |
| 100 | BLKBLACKROCK INC | 135 | $0 | 0.00% |
Page 1 of 2Next