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Evelyn Partners Group Ltd

13F filer · CIK 0002146944
Reported Aug 7, 2026
13F portfolio value$46.9BU.S. long equity reported on 13F
Positions486Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight93.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 7, 2026486 positions
AZNAstrazeneca PLC$41.5B88.60%Not reportedNewQ2 2026
GOOGLAlphabet Inc.$406M0.87%0.01%NewQ2 2026
AMZNAmazon Com Inc$375M0.80%0.01%NewQ2 2026
MSFTMicrosoft Corp$348M0.74%0.01%NewQ2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd$268M0.57%0.00%NewQ2 2026
NVDANvidia Corp$254M0.54%0.01%NewQ2 2026
BRK.BBerkshire Hathaway Inc$195M0.42%Not reportedNewQ2 2026
AAPLApple Inc.$178M0.38%0.00%NewQ2 2026
VVisa Inc.$175M0.37%0.03%NewQ2 2026
CRHCRH Public Ltd Co$145M0.31%0.20%NewQ2 2026
CBChubb Ltd$125M0.27%0.09%NewQ2 2026
SYKStryker Corp$125M0.27%0.10%NewQ2 2026
JPMJPMorgan Chase & Co$117M0.25%0.01%NewQ2 2026
METAMeta Platforms, Inc.$102M0.22%Not reportedNewQ2 2026
KOCoca Cola Co$90.8M0.19%0.03%NewQ2 2026
AVGOBroadcom Inc.$80.8M0.17%0.00%NewQ2 2026
JNJJohnson & Johnson$75.6M0.16%0.01%NewQ2 2026
GSGoldman Sachs Group Inc$70.4M0.15%0.02%NewQ2 2026
MAMastercard Inc$68.7M0.15%0.01%NewQ2 2026
APHAmphenol Corp$64.5M0.14%0.03%NewQ2 2026
TMOThermo Fisher Scientific Inc.$58.8M0.13%0.03%NewQ2 2026
IEXIdex Corp$56.9M0.12%0.34%NewQ2 2026
GLDSPDR Gold Trust$53.2M0.11%0.04%NewQ2 2026
GOOGAlphabet Inc.$52.5M0.11%Not reportedNewQ2 2026
NEENextera Energy Inc$51.8M0.11%0.03%NewQ2 2026
LINLinde PLC$48.4M0.10%0.02%NewQ2 2026
BACBank of America Corp$48.4M0.10%0.01%NewQ2 2026
CEFSprott Physical Gold & Silver Trust$47M0.10%0.61%NewQ2 2026
ISRGIntuitive Surgical Inc$46M0.10%0.03%NewQ2 2026
NDAQNasdaq, Inc.$45.4M0.10%0.10%NewQ2 2026
UNHUnitedhealth Group Inc$40.7M0.09%0.01%NewQ2 2026
TJXTJX Companies Inc$39.3M0.08%0.02%NewQ2 2026
AZOAutozone Inc$38.5M0.08%0.07%NewQ2 2026
LLYELI LILLY & Co$37.1M0.08%0.00%NewQ2 2026
TTETotalEnergies SE$33.9M0.07%0.02%NewQ2 2026
BKNGBooking Holdings Inc.$32M0.07%0.02%NewQ2 2026
MCDMcdonalds Corp$31.3M0.07%0.02%NewQ2 2026
SUNBSunbelt Rentals Holdings, Inc.$30.7M0.07%0.10%NewQ2 2026
ANETArista Networks, Inc.$27.5M0.06%0.01%NewQ2 2026
FCXFreeport-Mcmoran Inc$27.3M0.06%0.03%NewQ2 2026
DISWalt Disney Co$27.2M0.06%0.02%NewQ2 2026
WMTWalmart Inc.$25.7M0.05%0.00%NewQ2 2026
SWSmurfit Westrock plc$25.3M0.05%0.10%NewQ2 2026
ADPAutomatic Data Processing Inc$22.6M0.05%0.03%NewQ2 2026
PANWPalo Alto Networks Inc$22.2M0.05%0.01%NewQ2 2026
SPYSPDR S&P 500 ETF Trust$22M0.05%Not reportedNewQ2 2026
NFLXNetflix Inc$20.9M0.04%0.01%NewQ2 2026
AEMAgnico Eagle Mines Ltd$20.9M0.04%0.03%NewQ2 2026
RACEFerrari N.V.$19.8M0.04%0.03%NewQ2 2026
CSCOCisco Systems, Inc.$19.5M0.04%0.00%NewQ2 2026
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