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Portfolio (Quarterly) Guide ↗

Evelyn Partners Investment Management (Europe) Ltd

· CIK 0002065055
13F Portfolio $291M AUM 187 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 9 Added 53 Reduced 3 Exited
Page 10 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PJT PJT PARTNERS INC Financial Services 13.0 $2K 0.00% $139.69 +12.1%
182 DCH DAUCH CORP Industrials 132.0 $783.0 NEW $5.93 +7.7%
183 LND BRASILAGRO COMPANHIA BRASILE Consumer Defensive 183.0 $774.0 $4.23 -9.9%
184 JXN JACKSON FINANCIAL INC Financial Services 7.0 $740.0 -44.0 -86.3% $105.71 +1.2%
185 OCCIDENTAL PETE CORP 7.0 $301.0 $43.00
186 OGN ORGANON & CO Healthcare 23.0 $138.0 $6.00 +123.8%
187 GRAN TIERRA ENERGY INC 1.0 $9.0 $9.00
Page 10 of 10  ·  187 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 46.2%
Technology 17.6%
Communication Services 12.0%
Healthcare 9.7%
Consumer Cyclical 7.5%
Consumer Defensive 3.8%
Industrials 1.3%
Basic Materials 1.2%
Energy 0.6%
Real Estate 0.1%