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CIK: 0002065055
Total reported value
$290.6M
$290.6M
179 檔
34.9%
As reported in its official Q3 2025 Form 13F filing, Evelyn Partners Investment Management (Europe) Ltd's tracked investment portfolio stood at $290.6M with 179 total positions.
In Q3 2025, Evelyn Partners Investment Management (Europe) Ltd adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRH | CRH plc | Stock-Materials | 9.68% | -1.20% | -1.68% | |
| 2 | FIW | First Trust Water ETF | ETF-Other | 7.04% | -0.09% | +648.37% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 6.55% | +1.04% | +12.08% | |
| 4 | URTH | Ishares Msci World ETF | ETF-Other | 6.46% | +0.22% | +1.44% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.45% | -0.94% | -10.94% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.14% | -0.03% | +2.19% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.85% | +0.02% | -0.39% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.76% | -0.14% | +0.27% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.67% | +0.27% | -3.95% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.49% | -0.17% | -12.00% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.56% | -0.30% | -7.85% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.52% | -0.04% | -2.56% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.27% | +0.06% | +3.80% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.08% | -1.69% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.79% | -0.31% | -11.29% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-Other | 1.59% | +0.01% | +0.49% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.06% | -1.50% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | -0.03% | -3.92% | |
| 19 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 1.27% | +0.05% | -3.94% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.26% | +0.02% | -2.70% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | +0.29% | -0.78% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | +0.04% | -1.66% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.13% | +0.05% | -0.61% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | -0.12% | -1.34% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.04% | +0.03% | -1.99% | |
| 26 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.03% | -0.11% | +0.99% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.99% | +0.17% | +2.56% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.01% | — | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.72% | -0.17% | -0.77% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | -0.02% | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | -0.06% | -4.41% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | +0.07% | +1.02% | |
| 33 | NDAQ | Nasdaq Inc | Stock-Financials | 0.56% | -0.04% | +4.42% | |
| 34 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.55% | +0.08% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | +0.01% | -1.79% | |
| 36 | QCLN | First Trust Nasdaq Clean Edg | ETF-Tech | 0.50% | +0.05% | -2.47% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.02% | -4.00% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.04% | +3.17% | |
| 39 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.41% | -0.06% | +4162.65% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | -0.25% | -15.84% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.31% | -1.38% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | -0.07% | -4.64% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.36% | -0.03% | -3.77% | |
| 44 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.33% | -0.13% | -8.83% | |
| 45 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.31% | -0.02% | -1.86% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.01% | -4.75% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.26% | +0.01% | -2.59% | |
| 48 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.26% | -0.04% | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.26% | +0.05% | — | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.25% | +0.03% | +2.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FIW | First Trust Water ETF | +5.9% | +648.37% | Add |
| 2 | CRH | CRH plc | +1.9% | -1.68% | Trim |
| 3 | GLD | Spdr Gold Shares | +1.4% | +12.08% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -12.00% | Trim |
| 5 | COIN | Coinbase Global Inc -class A | +0.4% | +4162.65% | Add |
| 6 | VGT | Vanguard Info Tech ETF | +0.4% | +0.27% | Add |
| 7 | AAPL | Apple Inc | +0.4% | -2.56% | Trim |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +2.19% | Add |
| 9 | URTH | Ishares Msci World ETF | +0.3% | +1.44% | Add |
| 10 | JNJ | Johnson & Johnson | +0.2% | -0.78% | Trim |
| 11 | NVDA | Nvidia CORP | +0.1% | -3.92% | Trim |
| 12 | SOXX | Ishares Semiconductor ETF | +0.1% | +2.56% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -4.00% | Trim |
| 14 | QCLN | First Trust Nasdaq Clean Edg | +0.1% | -2.47% | Trim |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | -0.61% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -1.50% | Trim |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +3.80% | Add |
| 18 | DXJ | Wisdomtree Japan Hedged Eq | 0% | — | Unchanged |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 20 | TMO | Thermo Fisher Scientific Inc | 0% | -4.64% | Trim |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 23 | CDNS | Cadence Design Sys Inc | 0% | — | Unchanged |
| 24 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 25 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.02% | Add |
| 26 | FVD | First Trust Value Line Dvd | — | +0.49% | Add |
| 27 | BAC | Bank Of America CORP | — | -4.41% | Trim |
| 28 | MCD | Mcdonald's CORP | 0% | -1.66% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.39% | Trim |
| 30 | MSTR | Strategy Inc | 0% | — | Unchanged |
| 31 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 32 | GEHC | GE Healthcare Technology | 0% | -8.83% | Trim |
| 33 | HON | Honeywell International Inc | -0.1% | -6.65% | Trim |
| 34 | SYK | Stryker CORP | -0.1% | -3.77% | Trim |
| 35 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -15.84% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.1% | -1.79% | Trim |
| 38 | CRM | Salesforce Inc | -0.1% | -1.38% | Trim |
| 39 | BKNG | Booking Holdings Inc | -0.1% | -0.77% | Trim |
| 40 | V | Visa Inc-class A Shares | -0.1% | -1.34% | Trim |
| 41 | AMZN | Amazon.com Inc | -0.1% | -1.69% | Trim |
| 42 | SW | Smurfit Westrock Plc | -0.1% | -3.94% | Trim |
| 43 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -3.95% | Trim |
| 44 | NFLX | Netflix Inc | -0.2% | -1.99% | Trim |
| 45 | MA | Mastercard Inc - A | -0.3% | -7.85% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -10.94% | Trim |
| 47 | FTCS | First Trust Capital Strength | — | EXIT | Sold out |
| 48 | FDN | First Trust Dj Internet Ind | — | EXIT | Sold out |
| 49 | SKYY | First Trust Cloud Computing | — | EXIT | Sold out |
| 50 | ROP | Roper Technologies Inc | — | 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 179 disclosed positions in Q3 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, FIW, GLD) accounted for 34.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
ROP
市值: $224.4K
Top Position Liquidated / Trimmed
FTCS
前期市值: $17.5M
During Q3 2025, Evelyn Partners Investment Management (Europe) Ltd's top holdings by market value included CRH (9.7%)、FIW (7.0%)、GLD (6.5%). The largest single position, CRH, represented 9.7% of total portfolio value.
In Q3 2025, Evelyn Partners Investment Management (Europe) Ltd made 41 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 27 holdings, and fully liquidating 3 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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