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CIK: 0002065055
Total reported value
$290.6M
$290.6M
188 檔
29.1%
According to the latest 13F quarterly dataset, Evelyn Partners Investment Management (Europe) Ltd managed an equity portfolio of $290.6M at the end of Q1 2025, spanning 188 distinct U.S. exchange-listed positions.
During Q1 2025, Evelyn Partners Investment Management (Europe) Ltd performed routine portfolio adjustments (1 new buys, 22 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRH | CRH plc | Stock-Materials | 8.28% | -1.20% | -6.71% | |
| 2 | FTCS | First Trust Capital Strength | ETF-Other | 6.58% | +0.16% | -4.87% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.79% | +0.02% | +0.05% | |
| 4 | URTH | Ishares Msci World ETF | ETF-Other | 5.79% | +0.22% | +1.62% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 5.17% | +1.04% | +8.31% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.91% | -0.94% | -1.04% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.62% | -0.03% | -2.82% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 4.21% | +0.27% | -9.64% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.66% | -0.14% | +0.01% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.01% | -0.30% | +2.75% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.79% | -0.17% | +1.64% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.04% | +2.80% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.28% | +0.06% | -1.27% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.08% | +2.48% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.86% | -0.31% | -3.45% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-Other | 1.69% | +0.01% | -7.49% | |
| 17 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.67% | -0.17% | -8.09% | |
| 18 | SKYY | First Trust Cloud Computing | ETF-Other | 1.65% | -0.25% | +8.66% | |
| 19 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 1.59% | +0.05% | -7.98% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.39% | +0.04% | +4.98% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.06% | -10.19% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.38% | +0.02% | -5.81% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | -0.12% | +2.88% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | +0.29% | -12.87% | |
| 25 | FIW | First Trust Water ETF | ETF-Other | 1.13% | -0.09% | -7.23% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | -0.03% | +16.77% | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.03% | -0.11% | +21.20% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.97% | +0.03% | +11.40% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | -0.25% | +27.15% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | +0.05% | +3.52% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.79% | +0.17% | +17.48% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | +0.01% | +12.00% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.68% | -0.17% | -0.25% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | -0.06% | -8.03% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | -0.02% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.31% | +25.41% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | +0.07% | +33.22% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | -0.07% | +39.96% | |
| 40 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.52% | +0.08% | +0.18% | |
| 41 | NDAQ | Nasdaq Inc | Stock-Financials | 0.51% | -0.04% | +5.31% | |
| 42 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.50% | -0.13% | +33.75% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.41% | -0.03% | -10.82% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.04% | +4.75% | |
| 45 | QCLN | First Trust Nasdaq Clean Edg | ETF-Tech | 0.38% | +0.05% | -0.81% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.02% | -1.04% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.01% | -14.91% | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.36% | +0.01% | -12.29% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.30% | +0.04% | — | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.29% | +0.03% | +16.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +1.3% | +8.31% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +0.05% | Add |
| 3 | MA | Mastercard Inc - A | +0.3% | +2.75% | Add |
| 4 | UNH | Unitedhealth Group Inc | +0.2% | +27.15% | Add |
| 5 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | +21.20% | Add |
| 6 | V | Visa Inc-class A Shares | +0.2% | +2.88% | Add |
| 7 | MCD | Mcdonald's CORP | +0.2% | +4.98% | Add |
| 8 | NFLX | Netflix Inc | +0.2% | +11.40% | Add |
| 9 | GEHC | GE Healthcare Technology | +0.2% | +33.75% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +39.96% | Add |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +33.22% | Add |
| 12 | COST | Costco Wholesale CORP | +0.1% | +12.00% | Add |
| 13 | CB | Chubb Limited | +0.1% | +16.64% | Add |
| 14 | FXI | Ishares China Large-cap ETF | 0% | +361.33% | Add |
| 15 | XLF | Ss Financial Select Sector | 0% | +37.52% | Add |
| 16 | LIN | Linde plc | 0% | — | Unchanged |
| 17 | LHX | L3harris Technologies Inc | 0% | +21.85% | Add |
| 18 | FTCS | First Trust Capital Strength | — | -4.87% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 20 | CL | Colgate-palmolive Co | 0% | -12.29% | Trim |
| 21 | SYK | Stryker CORP | 0% | -10.82% | Trim |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 23 | BKNG | Booking Holdings Inc | 0% | -0.25% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 25 | BDX | Becton Dickinson And Co | 0% | -15.89% | Trim |
| 26 | NVDA | Nvidia CORP | 0% | +16.77% | Add |
| 27 | PG | Procter & Gamble Co/the | 0% | -14.91% | Trim |
| 28 | QTEC | First Trust Nasdq 100 Tech I | 0% | -7.67% | Trim |
| 29 | FLUT | Flutter Entertainment plc | 0% | -22.11% | Trim |
| 30 | IEX | Idex CORP | 0% | -73.85% | Trim |
| 31 | FVD | First Trust Value Line Dvd | -0.1% | -7.49% | Trim |
| 32 | QCLN | First Trust Nasdaq Clean Edg | -0.1% | -0.81% | Trim |
| 33 | DHR | Danaher CORP | -0.1% | -11.55% | Trim |
| 34 | SKYY | First Trust Cloud Computing | -0.1% | +8.66% | Add |
| 35 | FIW | First Trust Water ETF | -0.1% | -7.23% | Trim |
| 36 | BAC | Bank Of America CORP | -0.1% | -8.03% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | -0.1% | -1.04% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -10.19% | Trim |
| 39 | AAPL | Apple Inc | -0.2% | +2.80% | Add |
| 40 | AMZN | Amazon.com Inc | -0.2% | +2.48% | Add |
| 41 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -9.64% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -2.82% | Trim |
| 43 | FDN | First Trust Dj Internet Ind | -0.3% | -8.09% | Trim |
| 44 | VGT | Vanguard Info Tech ETF | -0.4% | +0.01% | Add |
| 45 | SW | Smurfit Westrock Plc | -0.4% | -7.98% | Trim |
| 46 | BX | Blackstone Inc | -0.4% | -3.45% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | +1.64% | Add |
| 48 | MSFT | Microsoft CORP | -0.5% | -1.04% | Trim |
| 49 | CRH | CRH plc | -0.8% | -6.71% | Trim |
| 50 | EWG | Ishares Msci Germany ETF | — | NEW | New buy |
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 188 disclosed positions in Q1 2025.
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, BRK-B) accounted for 29.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
EWG
市值: $272.1K
Top Position Liquidated / Trimmed
CRH
前期市值: $24.9M
During Q1 2025, Evelyn Partners Investment Management (Europe) Ltd's top holdings by market value included CRH (8.3%)、FTCS (6.6%)、BRK-B (5.8%). The largest single position, CRH, represented 8.3% of total portfolio value.
In Q1 2025, Evelyn Partners Investment Management (Europe) Ltd made 46 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 23 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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