Evelyn Partners Group Ltd
Sector Allocation
- Healthcare89.6%$42.0B
- Technology4.2%$1.9B
- Financials2.4%$1.1B
- Consumer Discretionary1.2%$558.7M
- Materials0.7%$331.2M
- Other0.7%$308.8M
- Industrials0.5%$214.1M
- Consumer Staples0.4%$197.2M
- Energy0.1%$66.1M
- Utilities0.1%$62.4M
Largest positions — Q2 2026
AZN
$41.5BGOOGL
$405.7MAMZN
$375.0MMSFT
$348.5MTSM
$268.2MNVDA
$253.9MBRK.B
$194.9MAAPL
$178.3MV
$174.7MCRH
$144.9MCB
$124.7MSYK
$124.7MJPM
$117.1MMETA
$102.1MKO
$90.8MAVGO
$80.8MJNJ
$75.6MGS
$70.4MMA
$68.7MAPH
$64.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evelyn-partners-group-ltd-2146944
Evelyn Partners Group Ltd 13F holdings — Q2 2026
$46.9B portfolio · 551 holdings · Q2 2026 13F · top 10 are 94% of the stock portfolio
$41.5B
88.6% of stocks
—This quarter+6.6%Since filed1+ qtrsHeld$405.7M
0.9% of stocks
—This quarter-11.1%Since filed1+ qtrsHeld$375.0M
0.8% of stocks
—This quarter-9.3%Since filed1+ qtrsHeld$348.5M
0.7% of stocks
—This quarter+6.5%Since filed1+ qtrsHeld$268.2M
0.6% of stocks
—This quarter+1.0%Since filed1+ qtrsHeld$253.9M
0.5% of stocks
—This quarter-3.5%Since filed1+ qtrsHeld$194.9M
0.4% of stocks
—This quarter—Since filed1+ qtrsHeld$178.3M
0.4% of stocks
—This quarter+9.8%Since filed1+ qtrsHeld$174.7M
0.4% of stocks
—This quarter+11.5%Since filed1+ qtrsHeld$144.9M
0.3% of stocks
—This quarter-15.0%Since filed1+ qtrsHeld
All holdings — Evelyn Partners Group Ltd (Q2 2026)
551 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Chubb Ltd | Financials | $124.7M | 0.3% | 366K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | STRYKER CORP | Healthcare | $124.7M | 0.3% | 396K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $117.1M | 0.3% | 358K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $102.1M | 0.2% | 181K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COCA COLA CO | Consumer Staples | $90.8M | 0.2% | 1.12M | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Broadcom Inc. | Technology | $80.8M | 0.2% | 214K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $75.6M | 0.2% | 298K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | GOLDMAN SACHS GROUP INC | Financials | $70.4M | 0.1% | 70K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Mastercard Inc | Financials | $68.7M | 0.1% | 134K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMPHENOL CORP /DE/ | Technology | $64.5M | 0.1% | 366K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $58.8M | 0.1% | 117K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | IDEX CORP /DE/ | Industrials | $56.9M | 0.1% | 251K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | SPDR GOLD TRUSTetf/fund | Financials | $53.2M | 0.1% | 144K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $52.5M | 0.1% | 148K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NEXTERA ENERGY INC | Utilities | $51.8M | 0.1% | 590K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LIN | LINDE PLC | Materials | $48.4M | 0.1% | 93K | — | |||
| 27 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $48.4M | 0.1% | 849K | — | |||
| 28 | $DOV | DOVER Corp | Industrials | $48.0M | 0.1% | 364K | — | |||
| 29 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $47.0M | 0.1% | 1.17M | — | |||
| 30 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $46.0M | 0.1% | 116K | — | |||
| 31 | $NDAQ | NASDAQ, INC. | Financials | $45.4M | 0.1% | 576K | — | |||
| 32 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $40.7M | 0.1% | 98K | — | |||
| 33 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $39.3M | 0.1% | 259K | — | |||
| 34 | $AZO | AUTOZONE INC | Consumer Discretionary | $38.5M | 0.1% | 12K | — | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $37.1M | 0.1% | 31K | — | |||
| 36 | — | ISHARES INC - MSCI WORLD ETF | — | $34.6M | 0.1% | 206K | — | |||
| 37 | $TTE | TotalEnergies SE | Energy | $33.9M | 0.1% | 436K | — | |||
| 38 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $32.0M | 0.1% | 180K | — | |||
| 39 | $MCD | MCDONALDS CORP | Consumer Discretionary | $31.3M | 0.1% | 116K | — | |||
| 40 | $SUNB | Sunbelt Rentals Holdings, Inc. | Industrials | $30.7M | 0.1% | 410K | — | |||
| 41 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $29.6M | 0.1% | 226K | — | |||
| 42 | $ANET | Arista Networks, Inc. | Technology | $27.5M | 0.1% | 162K | — | |||
| 43 | $FCX | FREEPORT-MCMORAN INC | Materials | $27.3M | 0.1% | 433K | — | |||
| 44 | $DIS | Walt Disney Co | Communication Services | $27.2M | 0.1% | 283K | — | |||
| 45 | $WMT | Walmart Inc. | Consumer Staples | $25.7M | 0.1% | 227K | — | |||
| 46 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $25.3M | 0.1% | 223K | — | |||
| 47 | $SW | Smurfit Westrock plc | Materials | $25.3M | 0.1% | 547K | — | |||
| 48 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $24.8M | 0.1% | 176K | — | |||
| 49 | — | ISHARES TR - SELECT DIVID ETF | — | $24.5M | 0.1% | 162K | — | |||
| 50 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $22.6M | 0.1% | 101K | — | |||
| 51 | $PANW | Palo Alto Networks Inc | Technology | $22.2M | 0.1% | 65K | — | |||
| 52 | $SPY | SPDR S&P 500 ETF TRUST | — | $22.0M | 0.1% | 29K | — | |||
| 53 | — | ISHARES TR - TIPS BD ETF | — | $21.5M | 0.1% | 137K | — | |||
| 54 | $NFLX | NETFLIX INC | Communication Services | $20.9M | 0.0% | 293K | — | |||
| 55 | $AEM | AGNICO EAGLE MINES LTD | Materials | $20.9M | 0.0% | 134K | — | |||
| 56 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $20.1M | 0.0% | 264K | — | |||
| 57 | $RACE | Ferrari N.V. | Consumer Discretionary | $19.8M | 0.0% | 54K | — | |||
| 58 | $CSCO | CISCO SYSTEMS, INC. | Technology | $19.5M | 0.0% | 166K | — | |||
| 59 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $19.5M | 0.0% | 133K | — | |||
| 60 | $WPM | Wheaton Precious Metals Corp. | Materials | $19.0M | 0.0% | 170K | — | |||
| 61 | $DHR | DANAHER CORP /DE/ | Healthcare | $18.6M | 0.0% | 98K | — | |||
| 62 | $NEM | NEWMONT Corp /DE/ | Materials | $18.5M | 0.0% | 198K | — | |||
| 63 | $SPGI | S&P Global Inc. | Financials | $18.4M | 0.0% | 48K | — | |||
| 64 | $BX | Blackstone Inc. | Financials | $17.7M | 0.0% | 150K | — | |||
| 65 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $17.2M | 0.0% | 178K | — | |||
| 66 | $CVX | CHEVRON CORP | Energy | $16.9M | 0.0% | 102K | — | |||
| 67 | $MKL | MARKEL GROUP INC. | Financials | $16.0M | 0.0% | 8,193 | — | |||
| 68 | $AJG | Arthur J. Gallagher & Co. | Financials | $16.0M | 0.0% | 70K | — | |||
| 69 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $15.8M | 0.0% | 247K | — | |||
| 70 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $15.6M | 0.0% | 269K | — | |||
| 71 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $15.3M | 0.0% | 501K | — | |||
| 72 | $WAT | WATERS CORP /DE/ | Healthcare | $15.3M | 0.0% | 41K | — | |||
| 73 | $CME | CME GROUP INC. | Financials | $15.0M | 0.0% | 68K | — | |||
| 74 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $14.9M | 0.0% | 20K | — | |||
| 75 | $IBKR | Interactive Brokers Group, Inc. | Financials | $13.9M | 0.0% | 160K | — | |||
| 76 | $DE | DEERE & CO | Industrials | $13.6M | 0.0% | 21K | — | |||
| 77 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $13.3M | 0.0% | 14K | — | |||
| 78 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $13.1M | 0.0% | 55K | — | |||
| 79 | $ETN | Eaton Corp plc | Industrials | $12.9M | 0.0% | 30K | — | |||
| 80 | $ZTS | Zoetis Inc. | Healthcare | $12.7M | 0.0% | 176K | — | |||
| 81 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $12.4M | 0.0% | 188K | — | |||
| 82 | $SGOL | abrdn Gold ETF Trust | Financials | $11.0M | 0.0% | 287K | — | |||
| 83 | — | SPDR SERIES TRUST - ST STR SP PHARMA | — | $10.5M | 0.0% | 72K | — | |||
| 84 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $10.4M | 0.0% | 243K | — | |||
| 85 | $PLD | Prologis, Inc. | Real Estate | $10.3M | 0.0% | 76K | — | |||
| 86 | $INTU | INTUIT INC. | Technology | $9.9M | 0.0% | 38K | — | |||
| 87 | $FSLR | FIRST SOLAR, INC. | Technology | $9.5M | 0.0% | 40K | — | |||
| 88 | $LRCX | LAM RESEARCH CORP | Technology | $9.5M | 0.0% | 22K | — | |||
| 89 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $9.3M | 0.0% | 213K | — | |||
| 90 | $FNV | FRANCO NEVADA Corp | Materials | $9.3M | 0.0% | 44K | — | |||
| 91 | — | INVESCO EXCH TRADED FD TR II - CHINA TECHNLGY | — | $8.8M | 0.0% | 154K | — | |||
| 92 | $AWK | American Water Works Company, Inc. | Utilities | $8.4M | 0.0% | 64K | — | |||
| 93 | $RY | ROYAL BANK OF CANADA | Financials | $7.6M | 0.0% | 37K | — | |||
| 94 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $7.3M | 0.0% | 45K | — | |||
| 95 | $MU | MICRON TECHNOLOGY INC | Technology | $7.2M | 0.0% | 6,228 | — | |||
| 96 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | — | $7.0M | 0.0% | 73K | — | |||
| 97 | $UL | UNILEVER PLC | Consumer Staples | $6.3M | 0.0% | 106K | — | |||
| 98 | $BA | BOEING CO | Industrials | $6.1M | 0.0% | 28K | — | |||
| 99 | $GE | GENERAL ELECTRIC CO | Industrials | $5.8M | 0.0% | 16K | — | |||
| 100 | $IAU | ISHARES GOLD TRUST | Financials | $5.7M | 0.0% | 76K | — | |||
| 101 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.6M | 0.0% | 62K | — | |||
| 102 | $XYL | Xylem Inc. | Industrials | $5.5M | 0.0% | 47K | — | |||
| 103 | $PEP | PEPSICO INC | Consumer Staples | $5.5M | 0.0% | 40K | — | |||
| 104 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $5.2M | 0.0% | 70K | — | |||
| 105 | $MKC | MCCORMICK & CO INC | Consumer Staples | $5.2M | 0.0% | 103K | — | |||
| 106 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $5.2M | 0.0% | 14K | — | |||
| 107 | $ROP | ROPER TECHNOLOGIES INC | Technology | $5.1M | 0.0% | 15K | — | |||
| 108 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $4.9M | 0.0% | 17K | — | |||
| 109 | $RELX | RELX PLC | Industrials | $4.9M | 0.0% | 153K | — | |||
| 110 | $ASML | ASML HOLDING NV | Technology | $4.5M | 0.0% | 2,282 | — | |||
| 111 | $SLB | SLB LIMITED/NV | Energy | $4.4M | 0.0% | 95K | — | |||
| 112 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $4.4M | 0.0% | 8,852 | — | |||
| 113 | $CAT | CATERPILLAR INC | Industrials | $4.4M | 0.0% | 4,109 | — | |||
| 114 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $4.2M | 0.0% | 46K | — | |||
| 115 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $4.1M | 0.0% | 48K | — | |||
| 116 | $TD | TORONTO DOMINION BANK | Financials | $4.1M | 0.0% | 34K | — | |||
| 117 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.9M | 0.0% | 93K | — | |||
| 118 | — | ISHARES INC - MSCI EURZONE ETF | — | $3.7M | 0.0% | 63K | — | |||
| 119 | $SHW | SHERWIN WILLIAMS CO | Materials | $3.5M | 0.0% | 10K | — | |||
| 120 | $C | CITIGROUP INC | Financials | $3.5M | 0.0% | 25K | — | |||
| 121 | $MSCI | MSCI Inc. | Financials | $3.4M | 0.0% | 6,081 | — | |||
| 122 | $ACN | Accenture plc | Technology | $3.3M | 0.0% | 27K | — | |||
| 123 | $MICC | Magnum Ice Cream Co N.V. | Consumer Staples | $3.3M | 0.0% | 190K | — | |||
| 124 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.9M | 0.0% | 6,815 | — | |||
| 125 | $MSI | Motorola Solutions, Inc. | Technology | $2.8M | 0.0% | 6,717 | — | |||
| 126 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $2.7M | 0.0% | 4,744 | — | |||
| 127 | $EOG | EOG RESOURCES INC | Energy | $2.7M | 0.0% | 21K | — | |||
| 128 | $AXON | AXON ENTERPRISE, INC. | Industrials | $2.6M | 0.0% | 4,668 | — | |||
| 129 | $PLTR | Palantir Technologies Inc. | Technology | $2.6M | 0.0% | 22K | — | |||
| 130 | $SAP | SAP SE | Technology | $2.6M | 0.0% | 17K | — | |||
| 131 | $ABBV | AbbVie Inc. | Healthcare | $2.5M | 0.0% | 9,801 | — | |||
| 132 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.5M | 0.0% | 8,736 | — | |||
| 133 | $RTX | RTX Corp | Industrials | $2.5M | 0.0% | 13K | — | |||
| 134 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.4M | 0.0% | 8,136 | — | |||
| 135 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $2.4M | 0.0% | 15K | — | |||
| 136 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $2.4M | 0.0% | 62K | — | |||
| 137 | $SPOT | Spotify Technology S.A. | Communication Services | $2.3M | 0.0% | 5,055 | — | |||
| 138 | $BLK | BlackRock, Inc. | Financials | $2.2M | 0.0% | 2,318 | — | |||
| 139 | $SIVR | abrdn Silver ETF Trust | Financials | $2.1M | 0.0% | 38K | — | |||
| 140 | $DEO | DIAGEO PLC | Consumer Staples | $2.1M | 0.0% | 26K | — | |||
| 141 | $MS | MORGAN STANLEY | Financials | $2.1M | 0.0% | 10K | — | |||
| 142 | $IVZ | Invesco Ltd. | Financials | $2.1M | 0.0% | 9,718 | — | |||
| 143 | $RIO | RIO TINTO PLC | Materials | $2.1M | 0.0% | 22K | — | |||
| 144 | $UBS | UBS Group AG | Financials | $2.0M | 0.0% | 41K | — | |||
| 145 | $WT | WisdomTree, Inc. | Financials | $2.0M | 0.0% | 11K | — | |||
| 146 | $MRK | Merck & Co., Inc. | Healthcare | $1.9M | 0.0% | 15K | — | |||
| 147 | $GEV | GE Vernova Inc. | Industrials | $1.9M | 0.0% | 1,610 | — | |||
| 148 | $COIN | Coinbase Global, Inc. | Financials | $1.8M | 0.0% | 12K | — | |||
| 149 | $B | BARRICK MINING CORP | Materials | $1.8M | 0.0% | 49K | — | |||
| 150 | $GHC | Graham Holdings Co | Consumer Discretionary | $1.8M | 0.0% | 1,563 | — |
Is it too late to follow Evelyn Partners Group Ltd?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Evelyn Partners Group Ltd's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+6.2%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
94%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Evelyn Partners Group Ltd disclosed 551 positions worth $46.9B in its Form 13F-HR for Q2 2026, led by $AZN (ASTRAZENECA PLC) at 88.6% of the equity portfolio, followed by $GOOGL and $AMZN. During the quarter the fund opened 551 new positions and exited 0 — including a new stake in $AZN. The portfolio is most concentrated in Healthcare (89.6% of disclosed assets). All figures are sourced directly from Evelyn Partners Group Ltd’s Form 13F-HR filing with the SEC under CIK 2146944.
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AI-Powered Hedge Fund Analysis: Evelyn Partners Group Ltd
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Every holding in Evelyn Partners Group Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.