Evelyn Partners Group Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Evelyn Partners Group Ltd reported 550 stock positions worth $5.8 billion. Its top holding was Astrazeneca (AZN) at 7.2% of the portfolio, followed by Alphabet Class A (GOOGL, 7.0%) and Amazon.com (AMZN, 6.5%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002146944
- Portfolio Value
- $5.8B (Q2 2026)
- SEC Filing
- 0001420506-26-001454 ↗ filed Aug 7, 2026
Holdings 550 stocks · $5.8B
| AZN Astrazeneca PLC | 7.21% | 2,237,205 | $415.2M | — |
| GOOGL Alphabet Inc. Class A | 7.05% | 1,135,205 | $405.7M | — |
| AMZN Amazon.com Inc. | 6.51% | 1,573,537 | $375.0M | — |
| MSFT Microsoft Corp. | 6.05% | 934,190 | $348.5M | — |
| TSM Taiwan Semiconductor-SP ADR | 4.66% | 561,594 | $268.2M | — |
| NVDA Nvidia Corp. | 4.41% | 1,269,050 | $253.9M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.38% | 389,406 | $194.9M | — |
| AAPL Apple Inc. | 3.10% | 616,120 | $178.3M | — |
| V Visa Inc. Class A | 3.03% | 509,067 | $174.7M | — |
| CRH CRH PLC | 2.52% | 1,354,624 | $144.9M | — |
| CB Chubb Ltd. | 2.17% | 366,014 | $124.7M | — |
| SYK Stryker Corp. | 2.17% | 396,034 | $124.7M | — |
| JPM JPMorgan Chase & Co. | 2.03% | 357,839 | $117.1M | — |
| META Meta Platforms Inc. Class A | 1.77% | 181,201 | $102.1M | — |
| KO The Coca-Cola Co. | 1.58% | 1,116,793 | $90.8M | — |
| AVGO Broadcom Inc. | 1.40% | 213,925 | $80.8M | — |
| JNJ Johnson & Johnson | 1.31% | 297,561 | $75.6M | — |
| GS Goldman Sachs Group Inc. | 1.22% | 69,625 | $70.4M | — |
| MA Mastercard Inc. Class A | 1.19% | 133,786 | $68.7M | — |
| APH Amphenol Corp. Class A | 1.12% | 365,938 | $64.5M | — |
| TMO Thermo Fisher Scientific Inc. | 1.02% | 117,349 | $58.8M | — |
| IEX Idex Corp. | 0.99% | 250,896 | $56.9M | — |
| GLD SPDR Gold Shares | 0.92% | 144,360 | $53.2M | — |
| GOOG Alphabet Inc. Class C | 0.91% | 148,484 | $52.5M | — |
| NEE Nextera Energy Inc. | 0.90% | 590,293 | $51.8M | — |
| LIN Linde PLC | 0.84% | 93,333 | $48.4M | — |
| BAC Bank of America Corp. | 0.84% | 849,456 | $48.4M | — |
| VT Vanguard Tot World STK ETF | 0.83% | 363,966 | $48.0M | — |
| CEF Sprott Physical Gold and Sil | 0.82% | 1,168,036 | $47.0M | — |
| ISRG Intuitive Surgical Inc. | 0.80% | 115,547 | $46.0M | — |
| NDAQ Nasdaq Inc. | 0.79% | 576,299 | $45.4M | — |
| UNH Unitedhealth Group Inc. | 0.71% | 97,967 | $40.7M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 259,386 | $39.3M | — |
| AZO AutoZone Inc. | 0.67% | 12,043 | $38.5M | — |
| LLY Eli Lilly & Co. | 0.64% | 30,954 | $37.1M | — |
| URTH iShares MSCI World ETF | 0.60% | 206,107 | $34.6M | — |
| TTE Totalenergies SE | 0.59% | 436,468 | $33.9M | — |
| BKNG Booking Holdings Inc. | 0.56% | 179,622 | $32.0M | — |
| MCD McDonald's Corp. | 0.54% | 115,914 | $31.3M | — |
| SUNB Sunbelt Rentals Holdings Inc. | 0.53% | 410,216 | $30.7M | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.51% | 226,203 | $29.6M | — |
| ANET Arista Networks Inc. | 0.48% | 161,750 | $27.5M | — |
| FCX Freeport-McMoran Inc. | 0.47% | 433,369 | $27.3M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 282,681 | $27.2M | — |
| WMT Walmart Inc. | 0.45% | 226,880 | $25.7M | — |
| FTCS First Trust Capital Strength | 0.44% | 223,465 | $25.3M | — |
| SW Smurfit Westrock PLC | 0.44% | 546,588 | $25.3M | — |
| VOO Vanguard S&P 500 ETF | 0.43% | 176,300 | $24.8M | — |
| DVY iShares Select Dividend ETF | 0.43% | 162,484 | $24.5M | — |
| ADP Automatic Data Processing | 0.39% | 101,016 | $22.6M | — |
| PANW Palo Alto Networks Inc. | 0.39% | 65,033 | $22.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 29,458 | $22.0M | — |
| TIP iShares Tips Bond ETF | 0.37% | 136,776 | $21.5M | — |
| NFLX Netflix Inc. | 0.36% | 292,561 | $20.9M | — |
| AEM Agnico Eagle Mines Ltd. | 0.36% | 134,431 | $20.9M | — |
| GDX Vaneck Gold Miners ETF | 0.35% | 264,210 | $20.1M | — |
| RACE Ferrari NV | 0.34% | 53,553 | $19.8M | — |
| CSCO Cisco Systems Inc. | 0.34% | 166,075 | $19.5M | — |
| PG The Procter & Gamble Co. | 0.34% | 132,778 | $19.5M | — |
| WPM Wheaton Precious Metals Corp. | 0.33% | 169,507 | $19.0M | — |
| DHR Danaher Corp. | 0.32% | 97,590 | $18.6M | — |
| NEM Newmont Corp. | 0.32% | 197,635 | $18.5M | — |
| SPGI S&P Global Inc. | 0.32% | 47,639 | $18.4M | — |
| BX Blackstone Inc. | 0.31% | 150,333 | $17.7M | — |
| AVEM Avantis Emerging Markets Eq | 0.30% | 178,307 | $17.2M | — |
| CVX Chevron Corp. | 0.29% | 101,862 | $16.9M | — |
| MKL Markel Group Inc. | 0.28% | 8,193 | $16.0M | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.28% | 69,686 | $16.0M | — |
| GEHC GE Healthcare Technology | 0.27% | 246,592 | $15.8M | — |
| MDLZ Mondelez International Inc. Class A | 0.27% | 269,096 | $15.6M | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.27% | 501,057 | $15.3M | — |
| WAT Waters Corp. | 0.26% | 40,668 | $15.3M | — |
| CME Cme Group Inc. | 0.26% | 67,847 | $15.0M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 20,251 | $14.9M | — |
| IBKR Interactive Brokers Gro Class A | 0.24% | 159,819 | $13.9M | — |
| DE Deere & Co. | 0.24% | 21,436 | $13.6M | — |
| COST Costco Wholesale Corp. | 0.23% | 14,244 | $13.3M | — |
| FERG Ferguson Enterprises Inc. | 0.23% | 55,209 | $13.1M | — |
| ETN Eaton Corp. PLC | 0.22% | 30,291 | $12.9M | — |
| ZTS Zoetis Inc. | 0.22% | 176,390 | $12.7M | — |
| FIW First Trust Water ETF | 0.21% | 188,228 | $12.4M | — |
| SGOL Abrdn Physical Gold Shares | 0.19% | 286,636 | $11.0M | — |
| XPH SS SPDR S&P Pharma ETF | 0.18% | 71,806 | $10.5M | — |
| BSX Boston Scientific Corp. | 0.18% | 242,535 | $10.4M | — |
| PLD Prologis Inc. | 0.18% | 75,783 | $10.3M | — |
| INTU Intuit Inc. | 0.17% | 37,944 | $9.9M | — |
| FSLR First Solar Inc. | 0.17% | 40,362 | $9.5M | — |
| LRCX Lam Research Corp. | 0.16% | 21,837 | $9.5M | — |
| URA Global X Uranium ETF | 0.16% | 212,506 | $9.3M | — |
| FNV Franco-Nevada Corp. | 0.16% | 44,475 | $9.3M | — |
| CQQQ Invesco China Technology ETF | 0.15% | 154,424 | $8.8M | — |
| AWK American Water Works Co. Inc. | 0.15% | 63,593 | $8.4M | — |
| RY Royal Bank of Canada | 0.13% | 36,568 | $7.6M | — |
| AMT American Tower Corp. | 0.13% | 44,565 | $7.3M | — |
| MU Micron Technology Inc. | 0.12% | 6,228 | $7.2M | — |
| VNQI Vanguard GLBL Ex-US Real Est | 0.12% | 73,027 | $7.0M | — |
| UL Unilever PLC-Sponsored ADR | 0.11% | 105,546 | $6.3M | — |
| BA The Boeing Co. | 0.11% | 28,222 | $6.1M | — |
| GE General Electric filed as GE AEROSPACE | 0.10% | 15,610 | $5.8M | — |
| IAU iShares Gold Trust | 0.10% | 75,984 | $5.7M | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $19 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | 1,289 | $19 | — |
Total filed on the 13F, all lines: $5.8B.
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 550 | $5.8B | AZN, GOOGL, AMZN, MSFT, TSM |