Evelyn Partners Group Ltd
13F Reported Value
ⓘ$46.9B
Holdings
551
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 $GOOG 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 (89.4% of disclosed assets). All figures are sourced directly from Evelyn Partners Group Ltd’s Form 13F-HR filing with the SEC under CIK 2146944.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$41.5B2,237,205 sh - 78.2#57
Quality
$405.7M1,135,205 sh - 68.7#300
Quality
$375.0M1,573,537 sh - 79.8
Quality
$348.5M934,190 sh - $268.2M561,594 sh
- 85.9
Quality
$253.9M1,269,050 sh - 73.8
Quality
$194.9M389,406 sh - 76.4
Quality
$178.3M616,120 sh - 82.9
Quality
$174.7M509,067 sh - —
Quality
$144.9M1,354,624 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ASTRAZENECA PLC$AZN | — | $41.5B | 2,237,205 |
 Alphabet Inc.$GOOG | 78.2#57 | $405.7M | 1,135,205 |
 AMAZON COM INC$AMZN | 68.7#300 | $375.0M | 1,573,537 |
 MICROSOFT CORP$MSFT | 79.8 | $348.5M | 934,190 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $268.2M | 561,594 |
 NVIDIA CORP$NVDA | 85.9 | $253.9M | 1,269,050 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $194.9M | 389,406 |
 Apple Inc.$AAPL | 76.4 | $178.3M | 616,120 |
 VISA INC.$V | 82.9 | $174.7M | 509,067 |
 CRH PUBLIC LTD CO$CRH | — | $144.9M | 1,354,624 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evelyn Partners Group Ltd's 551 positions.
Showing top 10 of 551 holdings.
Sector Allocation
Healthcare
$41.9B
Technology
$2.0B
Financials
$1.1B
Consumer Discretionary
$578.4M
Materials
$334.2M
Other
$308.8M
Industrials
$243.6M
Consumer Staples
$151.7M
Top Holdings — Evelyn Partners Group Ltd (Q2 2026)
Top 150 of 551 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AZN | ASTRAZENECA PLC | $41.5B | 88.6% | NEW | — |
| 2 | $GOOG | Alphabet Inc. | $405.7M | 0.9% | NEW | 78.2 |
| 3 | $AMZN | AMAZON COM INC | $375.0M | 0.8% | NEW | 68.7 |
| 4 | $MSFT | MICROSOFT CORP | $348.5M | 0.7% | NEW | 79.8 |
| 5 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $268.2M | 0.6% | NEW | — |
| 6 | $NVDA | NVIDIA CORP | $253.9M | 0.5% | NEW | 85.9 |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $194.9M | 0.4% | NEW | 73.8 |
| 8 | $AAPL | Apple Inc. | $178.3M | 0.4% | NEW | 76.4 |
| 9 | $V | VISA INC. | $174.7M | 0.4% | NEW | 82.9 |
| 10 | $CRH | CRH PUBLIC LTD CO | $144.9M | 0.3% | NEW | — |
| 11 |  $CB | Chubb Ltd | $124.7M | 0.3% | NEW | — |
| 12 |  $SYK | STRYKER CORP | $124.7M | 0.3% | NEW | 72.1 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $117.1M | 0.3% | NEW | 70.7 |
| 14 |  $META | Meta Platforms, Inc. | $102.1M | 0.2% | NEW | 79.6 |
| 15 |  $KO | COCA COLA CO | $90.8M | 0.2% | NEW | 69.5 |
| 16 |  $AVGO | Broadcom Inc. | $80.8M | 0.2% | NEW | 84.5 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $75.6M | 0.2% | NEW | 69 |
| 18 |  $GS | GOLDMAN SACHS GROUP INC | $70.4M | 0.1% | NEW | 73.5 |
| 19 |  $MA | Mastercard Inc | $68.7M | 0.1% | NEW | 85.1 |
| 20 |  $APH | AMPHENOL CORP /DE/ | $64.5M | 0.1% | NEW | 79.3 |
| 21 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $58.8M | 0.1% | NEW | 65.1 |
| 22 |  $IEX | IDEX CORP /DE/ | $56.9M | 0.1% | NEW | 60.9 |
| 23 |  $GLD | SPDR GOLD TRUST | $53.2M | 0.1% | NEW | — |
| 24 |  $GOOGL | Alphabet Inc. | $52.5M | 0.1% | NEW | 78.2 |
| 25 |  $NEE | NEXTERA ENERGY INC | $51.8M | 0.1% | NEW | 64.6 |
| 26 |  $LIN | LINDE PLC | $48.4M | 0.1% | NEW | — |
| 27 |  $BAC | BANK OF AMERICA CORP /DE/ | $48.4M | 0.1% | NEW | 67.6 |
| 28 |  $DOV | DOVER Corp | $48.0M | 0.1% | NEW | 58.1 |
| 29 |  $CEF | Sprott Physical Gold & Silver Trust | $47.0M | 0.1% | NEW | — |
| 30 |  $ISRG | INTUITIVE SURGICAL INC | $46.0M | 0.1% | NEW | 79.9 |
| 31 |  $NDAQ | NASDAQ, INC. | $45.4M | 0.1% | NEW | 76.7 |
| 32 |  $UNH | UNITEDHEALTH GROUP INC | $40.7M | 0.1% | NEW | 62.7 |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $39.3M | 0.1% | NEW | 68.7 |
| 34 |  $AZO | AUTOZONE INC | $38.5M | 0.1% | NEW | 66.2 |
| 35 |  $LLY | ELI LILLY & Co | $37.1M | 0.1% | NEW | 87.5 |
| 36 | — | ISHARES INC - MSCI WORLD ETF | $34.6M | 0.1% | NEW | — |
| 37 |  $TTE | TotalEnergies SE | $33.9M | 0.1% | NEW | 50.6 |
| 38 |  $BKNG | Booking Holdings Inc. | $32.0M | 0.1% | NEW | 58.5 |
| 39 |  $MCD | MCDONALDS CORP | $31.3M | 0.1% | NEW | 69 |
| 40 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $30.7M | 0.1% | NEW | 69.7 |
| 41 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $29.6M | 0.1% | NEW | — |
| 42 |  $ANET | Arista Networks, Inc. | $27.5M | 0.1% | NEW | 81.9 |
| 43 |  $FCX | FREEPORT-MCMORAN INC | $27.3M | 0.1% | NEW | 62 |
| 44 |  $DIS | Walt Disney Co | $27.2M | 0.1% | NEW | 60.1 |
| 45 |  $WMT | Walmart Inc. | $25.7M | 0.1% | NEW | 60.2 |
| 46 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $25.3M | 0.1% | NEW | — |
| 47 |  $SW | Smurfit Westrock plc | $25.3M | 0.1% | NEW | — |
| 48 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $24.8M | 0.1% | NEW | — |
| 49 | — | ISHARES TR - SELECT DIVID ETF | $24.5M | 0.1% | NEW | — |
| 50 |  $ADP | AUTOMATIC DATA PROCESSING INC | $22.6M | 0.1% | NEW | 69.8 |
| 51 |  $PANW | Palo Alto Networks Inc | $22.2M | 0.1% | NEW | 65.5 |
| 52 |  $SPY | SPDR S&P 500 ETF TRUST | $22.0M | 0.1% | NEW | — |
| 53 | — | ISHARES TR - TIPS BD ETF | $21.5M | 0.1% | NEW | — |
| 54 |  $NFLX | NETFLIX INC | $20.9M | 0.0% | NEW | 78.8 |
| 55 |  $AEM | AGNICO EAGLE MINES LTD | $20.9M | 0.0% | NEW | — |
| 56 | — | VANECK ETF TRUST - GOLD MINERS ETF | $20.1M | 0.0% | NEW | — |
| 57 |  $RACE | Ferrari N.V. | $19.8M | 0.0% | NEW | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $19.5M | 0.0% | NEW | 70.3 |
| 59 |  $PG | PROCTER & GAMBLE Co | $19.5M | 0.0% | NEW | 64.6 |
| 60 |  $WPM | Wheaton Precious Metals Corp. | $19.0M | 0.0% | NEW | — |
| 61 |  $DHR | DANAHER CORP /DE/ | $18.6M | 0.0% | NEW | 64.8 |
| 62 |  $NEM | NEWMONT Corp /DE/ | $18.5M | 0.0% | NEW | 86.8 |
| 63 |  $SPGI | S&P Global Inc. | $18.4M | 0.0% | NEW | 76.1 |
| 64 |  $BX | Blackstone Inc. | $17.7M | 0.0% | NEW | 74.4 |
| 65 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $17.2M | 0.0% | NEW | — |
| 66 |  $CVX | CHEVRON CORP | $16.9M | 0.0% | NEW | 62.8 |
| 67 |  $MKL | MARKEL GROUP INC. | $16.0M | 0.0% | NEW | 60.2 |
| 68 |  $AJG | Arthur J. Gallagher & Co. | $16.0M | 0.0% | NEW | 71.2 |
| 69 |  $GEHC | GE HealthCare Technologies Inc. | $15.8M | 0.0% | NEW | 55.7 |
| 70 |  $MDLZ | Mondelez International, Inc. | $15.6M | 0.0% | NEW | 56.4 |
| 71 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $15.3M | 0.0% | NEW | — |
| 72 |  $WAT | WATERS CORP /DE/ | $15.3M | 0.0% | NEW | 60.4 |
| 73 |  $CME | CME GROUP INC. | $15.0M | 0.0% | NEW | 69.5 |
| 74 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $14.9M | 0.0% | NEW | — |
| 75 |  $IBKR | Interactive Brokers Group, Inc. | $13.9M | 0.0% | NEW | 77 |
| 76 |  $DE | DEERE & CO | $13.6M | 0.0% | NEW | 55.4 |
| 77 |  $COST | COSTCO WHOLESALE CORP /NEW | $13.3M | 0.0% | NEW | 66.2 |
| 78 |  $FERG | Ferguson Enterprises Inc. /DE/ | $13.1M | 0.0% | NEW | 52.2 |
| 79 |  $ETN | Eaton Corp plc | $12.9M | 0.0% | NEW | — |
| 80 |  $ZTS | Zoetis Inc. | $12.7M | 0.0% | NEW | 68.6 |
| 81 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $12.4M | 0.0% | NEW | — |
| 82 |  $SGOL | abrdn Gold ETF Trust | $11.0M | 0.0% | NEW | — |
| 83 | — | SPDR SERIES TRUST - ST STR SP PHARMA | $10.5M | 0.0% | NEW | — |
| 84 |  $BSX | BOSTON SCIENTIFIC CORP | $10.4M | 0.0% | NEW | 77.5 |
| 85 |  $PLD | Prologis, Inc. | $10.3M | 0.0% | NEW | 68.3 |
| 86 |  $INTU | INTUIT INC. | $9.9M | 0.0% | NEW | 79.3 |
| 87 |  $FSLR | FIRST SOLAR, INC. | $9.5M | 0.0% | NEW | 79.2 |
| 88 |  $LRCX | LAM RESEARCH CORP | $9.5M | 0.0% | NEW | 79.4 |
| 89 |  $YMM | Full Truck Alliance Co. Ltd. | $9.3M | 0.0% | NEW | — |
| 90 |  $FNV | FRANCO NEVADA Corp | $9.3M | 0.0% | NEW | — |
| 91 | — | INVESCO EXCH TRADED FD TR II - CHINA TECHNLGY | $8.8M | 0.0% | NEW | — |
| 92 |  $AWK | American Water Works Company, Inc. | $8.4M | 0.0% | NEW | 58.1 |
| 93 |  $RY | ROYAL BANK OF CANADA | $7.6M | 0.0% | NEW | 74.8 |
| 94 |  $AMT | AMERICAN TOWER CORP /MA/ | $7.3M | 0.0% | NEW | 66.3 |
| 95 |  $MU | MICRON TECHNOLOGY INC | $7.2M | 0.0% | NEW | 86.2 |
| 96 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $7.0M | 0.0% | NEW | — |
| 97 |  $UL | UNILEVER PLC | $6.3M | 0.0% | NEW | — |
| 98 |  $BA | BOEING CO | $6.1M | 0.0% | NEW | 61.6 |
| 99 |  $GE | GENERAL ELECTRIC CO | $5.8M | 0.0% | NEW | 73.8 |
| 100 |  $IAU | ISHARES GOLD TRUST | $5.7M | 0.0% | NEW | — |
| 101 |  $ABT | ABBOTT LABORATORIES | $5.6M | 0.0% | NEW | 65.5 |
| 102 |  $XYL | Xylem Inc. | $5.5M | 0.0% | NEW | 65.8 |
| 103 |  $PEP | PEPSICO INC | $5.5M | 0.0% | NEW | 63.4 |
| 104 |  $WMB | WILLIAMS COMPANIES, INC. | $5.2M | 0.0% | NEW | 64.3 |
| 105 |  $MKC | MCCORMICK & CO INC | $5.2M | 0.0% | NEW | 67.6 |
| 106 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $5.2M | 0.0% | NEW | 72.6 |
| 107 |  $ROP | ROPER TECHNOLOGIES INC | $5.1M | 0.0% | NEW | 71.9 |
| 108 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4.9M | 0.0% | NEW | 64.4 |
| 109 |  $RELX | RELX PLC | $4.9M | 0.0% | NEW | — |
| 110 |  $ASML | ASML HOLDING NV | $4.5M | 0.0% | NEW | — |
| 111 |  $SLB | SLB LIMITED/NV | $4.4M | 0.0% | NEW | 57.9 |
| 112 |  $ROK | ROCKWELL AUTOMATION, INC | $4.4M | 0.0% | NEW | 63.6 |
| 113 |  $CAT | CATERPILLAR INC | $4.4M | 0.0% | NEW | 66.5 |
| 114 |  $CL | COLGATE PALMOLIVE CO | $4.2M | 0.0% | NEW | 61.3 |
| 115 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $4.1M | 0.0% | NEW | 69.7 |
| 116 |  $TD | TORONTO DOMINION BANK | $4.1M | 0.0% | NEW | 80.5 |
| 117 |  $VZ | VERIZON COMMUNICATIONS INC | $3.9M | 0.0% | NEW | 65.8 |
| 118 | — | ISHARES INC - MSCI EURZONE ETF | $3.7M | 0.0% | NEW | — |
| 119 |  $SHW | SHERWIN WILLIAMS CO | $3.5M | 0.0% | NEW | 61.3 |
| 120 |  $C | CITIGROUP INC | $3.5M | 0.0% | NEW | 65 |
| 121 |  $MSCI | MSCI Inc. | $3.4M | 0.0% | NEW | 75.7 |
| 122 |  $ACN | Accenture plc | $3.3M | 0.0% | NEW | — |
| 123 |  $MICC | Magnum Ice Cream Co N.V. | $3.3M | 0.0% | NEW | — |
| 124 |  $TSLA | Tesla, Inc. | $2.9M | 0.0% | NEW | 53.9 |
| 125 |  $MSI | Motorola Solutions, Inc. | $2.8M | 0.0% | NEW | 71.8 |
| 126 |  $MLM | MARTIN MARIETTA MATERIALS INC | $2.7M | 0.0% | NEW | 62.9 |
| 127 |  $EOG | EOG RESOURCES INC | $2.7M | 0.0% | NEW | 71.9 |
| 128 |  $AXON | AXON ENTERPRISE, INC. | $2.6M | 0.0% | NEW | 56.6 |
| 129 |  $PLTR | Palantir Technologies Inc. | $2.6M | 0.0% | NEW | 84.6 |
| 130 |  $SAP | SAP SE | $2.6M | 0.0% | NEW | — |
| 131 |  $ABBV | AbbVie Inc. | $2.5M | 0.0% | NEW | 72.6 |
| 132 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.5M | 0.0% | NEW | 70 |
| 133 |  $RTX | RTX Corp | $2.5M | 0.0% | NEW | 73.2 |
| 134 |  $TXN | TEXAS INSTRUMENTS INC | $2.4M | 0.0% | NEW | 73.4 |
| 135 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $2.4M | 0.0% | NEW | 66.2 |
| 136 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $2.4M | 0.0% | NEW | 52.1 |
| 137 |  $SPOT | Spotify Technology S.A. | $2.3M | 0.0% | NEW | — |
| 138 |  $BLK | BlackRock, Inc. | $2.2M | 0.0% | NEW | 70 |
| 139 |  $SIVR | abrdn Silver ETF Trust | $2.1M | 0.0% | NEW | — |
| 140 |  $DEO | DIAGEO PLC | $2.1M | 0.0% | NEW | — |
| 141 |  $MS | MORGAN STANLEY | $2.1M | 0.0% | NEW | 75.8 |
| 142 |  $IVZ | Invesco Ltd. | $2.1M | 0.0% | NEW | — |
| 143 |  $RIO | RIO TINTO PLC | $2.1M | 0.0% | NEW | — |
| 144 |  $UBS | UBS Group AG | $2.0M | 0.0% | NEW | — |
| 145 |  $WT | WisdomTree, Inc. | $2.0M | 0.0% | NEW | 59.9 |
| 146 |  $MRK | Merck & Co., Inc. | $1.9M | 0.0% | NEW | 59.9 |
| 147 |  $GEV | GE Vernova Inc. | $1.9M | 0.0% | NEW | 81.1 |
| 148 |  $COIN | Coinbase Global, Inc. | $1.8M | 0.0% | NEW | 44.8 |
| 149 |  $B | BARRICK MINING CORP | $1.8M | 0.0% | NEW | 69.6 |
| 150 |  $GHC | Graham Holdings Co | $1.8M | 0.0% | NEW | 55.9 |
New Positions (551)
$AZN ASTRAZENECA PLC$41.5B$GOOG Alphabet Inc.$405.7M$AMZN AMAZON COM INC$375.0M$MSFT MICROSOFT CORP$348.5M$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$268.2M$NVDA NVIDIA CORP$253.9M$BRK.B BERKSHIRE HATHAWAY INC$194.9M$AAPL Apple Inc.$178.3M$V VISA INC.$174.7M$CRH CRH PUBLIC LTD CO$144.9M$CB Chubb Ltd$124.7M$SYK STRYKER CORP$124.7M$JPM JPMORGAN CHASE & CO$117.1M$META Meta Platforms, Inc.$102.1M$KO COCA COLA CO$90.8MBrowse Top Institutional Investors
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