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Portfolio (Quarterly) Guide ↗

Evelyn Partners Investment Management (Europe) Ltd

· CIK 0002065055
13F Portfolio $308M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 185 New
Page 5 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FLUTTER ENTMT PLC 1,083.0 $233K 0.08% NEW $215.04
82 NEM NEWMONT CORP Basic Materials 2,255.0 $225K 0.07% NEW $99.85 +7.8%
83 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 9,100.0 $215K 0.07% NEW $23.65 +2.5%
84 IGM ISHARES TR 1,620.0 $209K 0.07% NEW $129.16 +21.7%
85 VB VANGUARD INDEX FDS 800.0 $206K 0.07% NEW $257.95 +12.1%
86 ROP ROPER TECHNOLOGIES INC Industrials 450.0 $200K 0.07% NEW $445.13 -26.6%
87 AMT AMERICAN TOWER CORP NEW Real Estate 1,058.0 $186K 0.06% NEW $175.57 +4.7%
88 MSTR STRATEGY INC Technology 1,200.0 $182K 0.06% NEW $151.95 +5.2%
89 STIP ISHARES TR 1,611.0 $165K 0.05% NEW $102.39 +0.9%
90 UNILEVER PLC 2,488.0 $163K 0.05% NEW $65.40
91 BDX BECTON DICKINSON & CO Healthcare 836.0 $162K 0.05% NEW $194.07 -23.9%
92 WFC WELLS FARGO CO NEW Financial Services 1,696.0 $158K 0.05% NEW $93.20 -18.0%
93 FERG FERGUSON ENTERPRISES INC Industrials 707.0 $157K 0.05% NEW $222.63 +0.3%
94 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,560.0 $157K 0.05% NEW $100.89 -1.7%
95 CVX CHEVRON CORP NEW Energy 960.0 $146K 0.05% NEW $152.41 +25.6%
96 BLK BLACKROCK INC Financial Services 135.0 $144K 0.05% NEW $1070.34 +0.2%
97 IBM INTERNATIONAL BUSINESS MACHS Technology 470.0 $139K 0.04% NEW $296.21 -14.3%
98 RGLD ROYAL GOLD INC Basic Materials 612.0 $136K 0.04% NEW $222.29 -0.9%
99 FXI ISHARES TR 3,460.0 $132K 0.04% NEW $38.29 -7.2%
100 PM PHILIP MORRIS INTL INC Consumer Defensive 820.0 $132K 0.04% NEW $160.40 +17.8%
Page 5 of 10  ·  185 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.9%
Technology 20.4%
Communication Services 12.4%
Consumer Cyclical 7.9%
Healthcare 7.2%
Consumer Defensive 3.5%
Industrials 1.2%
Basic Materials 0.9%
Energy 0.4%
Real Estate 0.1%