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CIK: 0002065055
Total reported value
$290.6M
$290.6M
189 檔
29.8%
As reported in its official Q4 2024 Form 13F filing, Evelyn Partners Investment Management (Europe) Ltd's tracked investment portfolio stood at $290.6M with 189 total positions.
During Q4 2024, Evelyn Partners Investment Management (Europe) Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRH | CRH plc | Stock-Materials | 9.07% | -1.20% | — | |
| 2 | FTCS | First Trust Capital Strength | ETF-Other | 6.58% | +0.16% | — | |
| 3 | URTH | Ishares Msci World ETF | ETF-Other | 5.62% | +0.22% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.42% | -0.94% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.85% | -0.03% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.79% | +0.02% | — | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 4.41% | +0.27% | — | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.08% | -0.14% | — | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.90% | +1.04% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | -0.17% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.04% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.74% | -0.30% | — | |
| 13 | BX | Blackstone Inc | Stock-Financials | 2.30% | -0.31% | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.21% | +0.06% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | -0.08% | — | |
| 16 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 2.01% | +0.05% | — | |
| 17 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.93% | -0.17% | — | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 1.74% | +0.01% | — | |
| 19 | SKYY | First Trust Cloud Computing | ETF-Other | 1.72% | -0.25% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | -0.06% | — | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.37% | +0.02% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | +0.29% | — | |
| 23 | FIW | First Trust Water ETF | ETF-Other | 1.20% | -0.09% | — | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.19% | +0.04% | — | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.12% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.03% | — | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.83% | -0.11% | — | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.83% | +0.05% | — | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.81% | +0.03% | — | |
| 30 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.74% | +0.17% | — | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.71% | -0.17% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.01% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | -0.06% | — | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | -0.25% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.02% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | +0.01% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.31% | — | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.50% | +0.08% | — | |
| 39 | NDAQ | Nasdaq Inc | Stock-Financials | 0.48% | -0.04% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.02% | — | |
| 41 | QCLN | First Trust Nasdaq Clean Edg | ETF-Tech | 0.44% | +0.05% | — | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.43% | -0.03% | — | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | +0.07% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.01% | — | |
| 45 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.38% | +0.01% | — | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.38% | -0.07% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.04% | — | |
| 48 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.35% | -0.13% | — | |
| 49 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.31% | -0.02% | — | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.30% | -0.02% | — |
According to official SEC Form 13F filings, Evelyn Partners Investment Management (Europe) Ltd reported a total U.S. public equity portfolio value of $290.6M across 189 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CRH, FTCS, URTH) accounted for 29.8% of total reported equity market value during Q4 2024.
During Q4 2024, Evelyn Partners Investment Management (Europe) Ltd's top holdings by market value included CRH (9.1%)、FTCS (6.6%)、URTH (5.6%). The largest single position, CRH, represented 9.1% of total portfolio value.
In Q4 2024, Evelyn Partners Investment Management (Europe) Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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