Evelyn Partners Investment Management (Europe) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$16.6M |
| 2 |
First Trust Cloud Computing ETF
SKYY
|
+$5.66M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$4.69M |
| 4 |
TotalEnergies
TTE
|
+$4.25M |
| 5 |
SPDR Gold Trust
GLD
|
+$813K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Water ETF
FIW
|
+$20.7M |
| 2 |
CRH
CRH
|
+$721K |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$592K |
| 4 |
Microsoft
MSFT
|
+$385K |
| 5 |
Blackstone
BX
|
+$331K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.44% |
| 2 | Technology | 10.06% |
| 3 | Materials | 9.64% |
| 4 | Communication Services | 6.11% |
| 5 | Consumer Discretionary | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Jackson Financial
JXN
$8.85B
| $5.44K | ﹤0.01% |
51
| – | – |
|
177
Nike
NKE
$60.4B
| $2.61K | ﹤0.01% |
41
-70
| -63% | -$4.56K |
|
178
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.62B
| $2.34K | ﹤0.01% |
58
| – | – |
|
179
PJT Partners
PJT
$4.4B
| $2.17K | ﹤0.01% |
13
| – | – |
|
180
Occidental Petroleum
OXY
$57.8B
| $1.69K | ﹤0.01% |
41
| – | – |
|
181
Viatris
VTRS
$18.7B
| $884 | ﹤0.01% |
71
| – | – |
|
|
LND
182
BrasilAgro
LND
$354M
| $655 | ﹤0.01% |
183
| – | – |
|
183
Organon & Co
OGN
$3.6B
| $165 | ﹤0.01% |
23
| – | – |
|
|
184
Occidental Petroleum Corp Warrants
OXY.WS
$33.7B
| $136 | ﹤0.01% |
7
| – | – |
|
185
Gran Tierra Energy
GTE
$329M
| $4 | ﹤0.01% |
1
| – | – |
|
186
Dole
DOLE
$1.25B
| – | – |
-2,614
| Closed | -$35.1K |
|
|
SAND
187
DELISTED
Sandstorm Gold
SAND
| – | – |
-4,200
| Closed | -$52.6K |
|
|
AMRZ
188
Amrize Ltd
AMRZ
$25.4B
| – | – |
-410
| Closed | -$19.8K |
|
Similar funds
Evelyn Partners Investment Management (Europe)'s Q4 2025 Portfolio in Review
As of Q4 2025, Evelyn Partners Investment Management (Europe) held 188 positions worth $308M, up 6.8% from $289M the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Evelyn Partners Investment Management (Europe) deployed $9.47M of net new capital in Q4 2025, opening 9 new positions and adding to 35 existing holdings. Its largest new stake was First Trust Capital Strength ETF: 179,789 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, down from 15% a quarter earlier, followed by Technology and Materials.
On the sell side, the largest reduction was First Trust Water ETF, an estimated $20.7M trimmed.
- Evelyn Partners Investment Management (Europe)'s largest Q4 2025 buy was First Trust Capital Strength ETF: 179,789 shares worth $16.6M.
- Evelyn Partners Investment Management (Europe) added most to SPDR Gold Trust in Q4 2025, an estimated $813K increase.
- Evelyn Partners Investment Management (Europe)'s biggest Q4 2025 reduction was First Trust Water ETF, cutting an estimated $20.7M.
- Evelyn Partners Investment Management (Europe) fully exited Sandstorm Gold in Q4 2025, selling an estimated $52.6K.
- Evelyn Partners Investment Management (Europe)'s ten largest holdings make up 54% of its $308M portfolio in Q4 2025.
- Evelyn Partners Investment Management (Europe) opened 9 new positions and closed 3 in Q4 2025.
- Evelyn Partners Investment Management (Europe)'s portfolio value rose 6.8% quarter-over-quarter to $308M.
Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q4 2025, filed 13 Feb 2026.