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CIK: 0002065055
Total reported value
$290.6M
$290.6M
184 檔
30.2%
At the close of Q2 2025, Evelyn Partners Investment Management (Europe) Ltd disclosed equity holdings valued at approximately $290.6M, spread across 184 reported holdings.
In Q2 2025, Evelyn Partners Investment Management (Europe) Ltd adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRH | CRH plc | Stock-Materials | 7.81% | -1.20% | -5.77% | |
| 2 | FTCS | First Trust Capital Strength | ETF-Other | 6.28% | +0.16% | -1.80% | |
| 3 | URTH | Ishares Msci World ETF | ETF-Other | 6.16% | +0.22% | +0.35% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.09% | -0.94% | -2.49% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 5.19% | +1.04% | -1.06% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.87% | +0.02% | -3.91% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.83% | -0.03% | -1.35% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.37% | -0.14% | +1.80% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.84% | +0.27% | -5.06% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | -0.17% | -2.45% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.85% | -0.30% | -3.79% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.23% | +0.06% | +1.15% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.16% | -0.04% | -5.48% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | -0.08% | -3.34% | |
| 15 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.87% | -0.17% | -3.44% | |
| 16 | BX | Blackstone Inc | Stock-Financials | 1.83% | -0.31% | -4.07% | |
| 17 | SKYY | First Trust Cloud Computing | ETF-Other | 1.79% | -0.25% | -5.13% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 1.59% | +0.01% | -2.56% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.06% | -3.45% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.03% | -6.29% | |
| 21 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 1.39% | +0.05% | -4.85% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.32% | +0.02% | +0.76% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.23% | +0.03% | -7.94% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | -0.12% | -5.53% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | +0.04% | -5.93% | |
| 26 | FIW | First Trust Water ETF | ETF-Other | 1.10% | -0.09% | -5.70% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.05% | +0.05% | +0.19% | |
| 28 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.05% | -0.11% | -11.65% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | +0.29% | -6.59% | |
| 30 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.88% | +0.17% | -8.08% | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.81% | -0.17% | -1.27% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.01% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.02% | -1.66% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | -0.06% | -1.31% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | +0.01% | -11.03% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.07% | +2.54% | |
| 37 | NDAQ | Nasdaq Inc | Stock-Financials | 0.56% | -0.04% | -3.01% | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.51% | +0.08% | -1.99% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.31% | -14.31% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.04% | -0.11% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | -0.25% | -8.15% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.41% | -0.03% | -0.68% | |
| 43 | QCLN | First Trust Nasdaq Clean Edg | ETF-Tech | 0.41% | +0.05% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.02% | -4.38% | |
| 45 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.37% | -0.13% | -14.30% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.36% | -0.07% | -12.22% | |
| 47 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.31% | -0.02% | -4.34% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.01% | -5.54% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.30% | +0.01% | -10.87% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.28% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | -2.49% | Trim |
| 2 | VGT | Vanguard Info Tech ETF | +0.7% | +1.80% | Add |
| 3 | URTH | Ishares Msci World ETF | +0.4% | +0.35% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | -6.29% | Trim |
| 5 | NFLX | Netflix Inc | +0.3% | -7.94% | Trim |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.35% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +0.19% | Add |
| 8 | FDN | First Trust Dj Internet Ind | +0.2% | -3.44% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.45% | Trim |
| 10 | SKYY | First Trust Cloud Computing | +0.1% | -5.13% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | -3.34% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -3.45% | Trim |
| 13 | BKNG | Booking Holdings Inc | +0.1% | -1.27% | Trim |
| 14 | SOXX | Ishares Semiconductor ETF | +0.1% | -8.08% | Trim |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -0.11% | Trim |
| 16 | EWG | Ishares Msci Germany ETF | +0.1% | +51.44% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.66% | Trim |
| 18 | NDAQ | Nasdaq Inc | +0.1% | -3.01% | Trim |
| 19 | BAC | Bank Of America CORP | +0.1% | -1.31% | Trim |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 22 | MSTR | Strategy Inc | 0% | — | Unchanged |
| 23 | QTEC | First Trust Nasdq 100 Tech I | 0% | -4.34% | Trim |
| 24 | QCLN | First Trust Nasdaq Clean Edg | 0% | — | Unchanged |
| 25 | CDNS | Cadence Design Sys Inc | 0% | — | Unchanged |
| 26 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 27 | GLD | Spdr Gold Shares | 0% | -1.06% | Trim |
| 28 | CIBR | First Trust Nasdaq Cybersecu | 0% | -11.65% | Trim |
| 29 | RSP | Invesco S&p 500 Equal Weight | 0% | +2.54% | Add |
| 30 | BX | Blackstone Inc | 0% | -4.07% | Trim |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +1.15% | Add |
| 32 | CL | Colgate-palmolive Co | -0.1% | -10.87% | Trim |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -5.54% | Trim |
| 34 | COST | Costco Wholesale CORP | -0.1% | -11.03% | Trim |
| 35 | BDX | Becton Dickinson And Co | -0.1% | -28.75% | Trim |
| 36 | CRM | Salesforce Inc | -0.1% | -14.31% | Trim |
| 37 | FVD | First Trust Value Line Dvd | -0.1% | -2.56% | Trim |
| 38 | V | Visa Inc-class A Shares | -0.1% | -5.53% | Trim |
| 39 | GEHC | GE Healthcare Technology | -0.1% | -14.30% | Trim |
| 40 | MA | Mastercard Inc - A | -0.2% | -3.79% | Trim |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.2% | -12.22% | Trim |
| 42 | SW | Smurfit Westrock Plc | -0.2% | -4.85% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.2% | -6.59% | Trim |
| 44 | MCD | Mcdonald's CORP | -0.2% | -5.93% | Trim |
| 45 | SDY | Ss Spdr S&p Dividend ETF | -0.4% | -5.06% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | -8.15% | Trim |
| 47 | AAPL | Apple Inc | -0.4% | -5.48% | Trim |
| 48 | CRH | CRH plc | -0.5% | -5.77% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -3.91% | Trim |
| 50 | WY | Weyerhaeuser Co | — | EXIT | Sold out |
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 184 disclosed positions in Q2 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, URTH) accounted for 30.2% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
WY
前期市值: $206.1K
During Q2 2025, Evelyn Partners Investment Management (Europe) Ltd's top holdings by market value included CRH (7.8%)、FTCS (6.3%)、URTH (6.2%). The largest single position, CRH, represented 7.8% of total portfolio value.
In Q2 2025, Evelyn Partners Investment Management (Europe) Ltd made 44 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 37 holdings, and fully liquidating 1 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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