Evelyn Partners Investment Management (Europe) LTD Portfolio Holdings

Evelyn Partners Investment Management (Europe) LTD

  • $133 Billion
  • Q2 2025

Evelyn Partners Investment Management (Europe) LTD has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.1B, Berkshire Hathaway Inc Class B with a value of $13.8B, Alphabet Inc. with a value of $10.3B, Mastercard Inc with a value of $9.84B, and Amazon Com Inc with a value of $7.1B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $114B to 133B.

Evelyn Partners Investment Management (Europe) LTD is based out at Dublin,

Below you can find more details about Evelyn Partners Investment Management (Europe) LTD portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
Financial Services: $45.3 Billion
Technology: $34.7 Billion
Communication Services: $17.9 Billion
Consumer Cyclical: $13.2 Billion
Healthcare: $11.2 Billion
Consumer Defensive: $6.52 Billion
Industrials: $1.54 Billion
Energy: $621 Million
Other: $534 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$302B
$207 Million 0.16% of portfolio
1,410
Q2 2025 Reduced 81.16%
$45.1B
$201 Million 0.15% of portfolio
1,560
Q2 2025 Added 912.99%
$155B
$171 Million 0.13% of portfolio
2,800
Q2 2025 Added 25.84%
Ferguson Enterprises Inc
-
$154 Million 0.12% of portfolio
-
Q2 2025 Reduced 18.5%
$261B
$149 Million 0.11% of portfolio
1,270
Q2 2025 Added 551.28%
$302B
$143 Million 0.11% of portfolio
1,788
Q2 2025 Added 18.49%
Blackrock Inc
-
$142 Million 0.11% of portfolio
-
Q2 2025 Reduced 58.2%
$210B
$138 Million 0.1% of portfolio
470
Q2 2025 Added 5.38%
$54.7B
$131 Million 0.1% of portfolio
1,665
Q2 2025 Reduced 87.03%
$70.6B
$105 Million 0.08% of portfolio
1,000
Q2 2025 Added 1,215.79%
$229B
$91.7 Million 0.07% of portfolio
425
Q1 2025 New
$218B
$77.6 Million 0.06% of portfolio
200
Q2 2025 Reduced 96.66%
$141B
$75.6 Million 0.06% of portfolio
1,229
Q2 2025 Added 14.33%
$49.3B
$73.5 Million 0.06% of portfolio
2,225
Q2 2025 Reduced 2.84%
$60B
$76.8 Million 0.06% of portfolio
338
Q2 2025 Added 3.05%
$64.2B
$76.1 Million 0.06% of portfolio
270
Q2 2025 New
$41.1B
$68.9 Million 0.05% of portfolio
1,641
Q2 2025 Added 994.0%
$108B
$53.1 Million 0.04% of portfolio
580
Q2 2025 Reduced 4.61%
$99.2B
$53.7 Million 0.04% of portfolio
195
Q2 2025 Added 3.72%
$118B
$39.7 Million 0.03% of portfolio
678
Q2 2025 Reduced 95.41%
$15.6B
$36.5 Million 0.03% of portfolio
81
Q1 2025 New
$12.3B
$29.8 Million 0.02% of portfolio
170
Q2 2025 Added 29.77%
$41.2B
$30 Million 0.02% of portfolio
690
Q2 2025 Reduced 92.25%
$63.8B
$25.2 Million 0.02% of portfolio
250
Q2 2025 Added 110.08%
Veralto Corp
-
$24.4 Million 0.02% of portfolio
-
Q2 2025 Reduced 6.67%
$182B
$33.1 Million 0.02% of portfolio
924
Q2 2025 Added 14.64%
$45.7B
$29.1 Million 0.02% of portfolio
75
Q2 2025 Added 92.31%
$21.2B
$25.6 Million 0.02% of portfolio
317
Q2 2025 Reduced 84.23%
$78.6B
$30.9 Million 0.02% of portfolio
440
Q2 2025 Added 15.79%
$38.8B
$17.5 Million 0.01% of portfolio
67
Q2 2025 Reduced 90.47%
$282B
$14.2 Million 0.01% of portfolio
46
Q2 2025 New
$138B
$15.1 Million 0.01% of portfolio
625
Q2 2025 Reduced 96.64%
$201B
$7.88 Million 0.01% of portfolio
20
Q2 2025 Added 150.0%
$314B
$9.54 Million 0.01% of portfolio
40
Q2 2025 Reduced 99.17%
$203B
$6.89 Million 0.01% of portfolio
88
Q2 2025 Reduced 5.38%
$7.47B
$17.2 Million 0.01% of portfolio
3,447
Q2 2025 Reduced 12.84%
$1.91B
$6.78 Million 0.01% of portfolio
600
Q2 2025 Added 622.89%
Wk Kellogg CO
-
$3.17 Million 0.0% of portfolio
-
Q1 2025 New
$2.3B
$222,000 0.0% of portfolio
23
Q2 2025 Reduced 32.35%
$370M
$698,000 0.0% of portfolio
183
Q2 2025 Added 577.78%
$8B
$4.53 Million 0.0% of portfolio
51
Q2 2025 Reduced 59.84%
$12.3B
$634,000 0.0% of portfolio
71
Q2 2025 Added 5.97%
$324B
$5.67 Million 0.0% of portfolio
80
Q2 2025 Added 166.67%
$4.43B
$2.14 Million 0.0% of portfolio
13
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $133 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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