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CIK: 0002065055
Total reported value
$290.6M
$290.6M
185 檔
34.9%
The Q4 2025 SEC filing reveals that Evelyn Partners Investment Management (Europe) Ltd held a total portfolio value of $290.6M, covering 185 public equity positions.
Evelyn Partners Investment Management (Europe) Ltd executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 1 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRH | CRH plc | Stock-Materials | 9.18% | -1.20% | -2.60% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 7.11% | +1.04% | +4.01% | |
| 3 | URTH | Ishares Msci World ETF | ETF-Other | 6.28% | +0.22% | +1.37% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 5.39% | +0.16% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.90% | -0.03% | -0.57% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | -0.94% | -2.53% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.63% | +0.02% | +1.94% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.31% | -0.14% | -4.23% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.09% | -0.17% | -2.79% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.34% | +0.27% | -2.32% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.44% | -0.04% | -3.17% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.31% | -0.30% | -4.18% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.09% | +0.06% | -0.70% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | -0.08% | +2.29% | |
| 15 | SKYY | First Trust Cloud Computing | ETF-Other | 1.79% | -0.25% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | -0.03% | +10.52% | |
| 17 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.49% | -0.17% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | -0.06% | -2.63% | |
| 19 | TTE | TotalEnergies SE | Stock-Other | 1.42% | +0.73% | — | |
| 20 | FVD | First Trust Value Line Dvd | ETF-Other | 1.42% | +0.01% | -4.58% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.40% | -0.31% | -7.22% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | +0.29% | -3.28% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.16% | +0.05% | -0.41% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.14% | +0.04% | +4.32% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | -0.12% | +4.07% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.11% | +0.02% | -4.58% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.10% | +0.17% | +7.14% | |
| 28 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.99% | +0.05% | -8.40% | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.99% | -0.11% | +9.46% | |
| 30 | FIW | First Trust Water ETF | ETF-Other | 0.93% | -0.09% | -87.59% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.84% | +0.03% | +999.12% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.01% | — | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.67% | -0.17% | -0.52% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.02% | -1.91% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | -0.06% | -2.24% | |
| 36 | NDAQ | Nasdaq Inc | Stock-Financials | 0.58% | -0.04% | +1.86% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.02% | -2.26% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.07% | +2.93% | |
| 39 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.55% | +0.08% | -4.94% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | +0.01% | +12.79% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.07% | +16.25% | |
| 42 | QCLN | First Trust Nasdaq Clean Edg | ETF-Tech | 0.51% | +0.05% | +2.33% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.04% | +13.74% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.43% | -0.31% | +2.26% | |
| 45 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.40% | -0.13% | +17.72% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | -0.25% | +0.03% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.33% | -0.03% | +4.78% | |
| 48 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.28% | -0.02% | -6.07% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.28% | +0.03% | +5.21% | |
| 50 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.27% | -0.06% | +4.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.79% | Trim |
| 2 | GLD | Spdr Gold Shares | +0.6% | +4.01% | Add |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.1% | +16.25% | Add |
| 4 | SOXX | Ishares Semiconductor ETF | +0.1% | +7.14% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -2.26% | Trim |
| 6 | GEHC | GE Healthcare Technology | +0.1% | +17.72% | Add |
| 7 | NVDA | Nvidia CORP | +0.1% | +10.52% | Add |
| 8 | ISRG | Intuitive Surgical Inc | 0% | +3.04% | Add |
| 9 | GS | Goldman Sachs Group Inc | 0% | -0.41% | Trim |
| 10 | CRM | Salesforce Inc | 0% | +2.26% | Add |
| 11 | CB | Chubb Limited | 0% | +5.21% | Add |
| 12 | JNJ | Johnson & Johnson | 0% | -3.28% | Trim |
| 13 | NDAQ | Nasdaq Inc | 0% | +1.86% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +2.29% | Add |
| 15 | QCLN | First Trust Nasdaq Clean Edg | 0% | +2.33% | Add |
| 16 | V | Visa Inc-class A Shares | — | +4.07% | Add |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | — | -4.94% | Trim |
| 18 | MCD | Mcdonald's CORP | 0% | +4.32% | Add |
| 19 | IVOO | Vanguard S&p Mid-cap 400 ETF | 0% | -45.86% | Trim |
| 20 | CL | Colgate-palmolive Co | 0% | -11.09% | Trim |
| 21 | ZTS | Zoetis Inc | -0.1% | -17.77% | Trim |
| 22 | HON | Honeywell International Inc | -0.1% | -10.36% | Trim |
| 23 | PG | Procter & Gamble Co/the | -0.1% | -7.63% | Trim |
| 24 | BDX | Becton Dickinson And Co | -0.1% | -50.91% | Trim |
| 25 | LIN | Linde plc | -0.1% | -13.31% | Trim |
| 26 | MSTR | Strategy Inc | -0.1% | — | Unchanged |
| 27 | AAPL | Apple Inc | -0.1% | -3.17% | Trim |
| 28 | COIN | Coinbase Global Inc -class A | -0.1% | +4.04% | Add |
| 29 | TIP | Ishares Tips Bond ETF | -0.2% | -4.58% | Trim |
| 30 | FVD | First Trust Value Line Dvd | -0.2% | -4.58% | Trim |
| 31 | URTH | Ishares Msci World ETF | -0.2% | +1.37% | Add |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -0.70% | Trim |
| 33 | NFLX | Netflix Inc | -0.2% | +999.12% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.94% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.57% | Trim |
| 36 | MA | Mastercard Inc - A | -0.3% | -4.18% | Trim |
| 37 | SW | Smurfit Westrock Plc | -0.3% | -8.40% | Trim |
| 38 | SDY | Ss Spdr S&p Dividend ETF | -0.3% | -2.32% | Trim |
| 39 | BX | Blackstone Inc | -0.4% | -7.22% | Trim |
| 40 | VGT | Vanguard Info Tech ETF | -0.5% | -4.23% | Trim |
| 41 | CRH | CRH plc | -0.5% | -2.60% | Trim |
| 42 | MSFT | Microsoft CORP | -0.8% | -2.53% | Trim |
| 43 | FIW | First Trust Water ETF | -6.1% | -87.59% | Trim |
| 44 | FTCS | First Trust Capital Strength | — | NEW | New buy |
| 45 | SKYY | First Trust Cloud Computing | — | NEW | New buy |
| 46 | FDN | First Trust Dj Internet Ind | — | NEW | New buy |
| 47 | TTE | TotalEnergies SE | — | NEW | New buy |
| 48 | UL | Unilever PLC | — | EXIT | Sold out |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 50 | MICC | The Magnum Ice Cream Company N. | — | 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 185 disclosed positions in Q4 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, GLD, URTH) accounted for 34.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
FTCS
市值: $16.6M
Top Position Liquidated / Trimmed
UL
前期市值: $166.0K
During Q4 2025, Evelyn Partners Investment Management (Europe) Ltd's top holdings by market value included CRH (9.2%)、GLD (7.1%)、URTH (6.3%). The largest single position, CRH, represented 9.2% of total portfolio value.
In Q4 2025, Evelyn Partners Investment Management (Europe) Ltd made 49 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 25 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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