Evelyn Partners Group Ltd reported 467 positions worth $5.39B for the quarter ended Jun 30, 2026. Its largest holding is Astrazeneca Plc at 7.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AZN Astrazeneca Plc | Healthcare | 2.24M | $424.22M | 7.87% | – | – | – | 0.14% |
| 2 | GOOGL Alphabet Inc. | Technology | 1.14M | $405.69M | 7.53% | – | – | – | 0.02% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 1.57M | $375.04M | 6.96% | – | – | – | 0.01% |
| 4 | MSFT Microsoft Corp | Technology | 934.2K | $348.47M | 6.46% | – | – | – | 0.01% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 561.6K | $268.20M | 4.98% | – | – | – | 0% |
| 6 | NVDA Nvidia Corp | Technology | 1.27M | $253.92M | 4.71% | – | – | – | 0.01% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 389.4K | $194.86M | 3.61% | – | – | – | 0.03% |
| 8 | AAPL Apple Inc. | Technology | 616.1K | $178.28M | 3.31% | – | – | – | 0% |
| 9 | V Visa Inc. | Financial Services | 509.1K | $174.66M | 3.24% | – | – | – | 0.03% |
| 10 | CRH Crh Public Ltd Co | Basic Materials | 1.35M | $144.94M | 2.69% | – | – | – | 0.2% |
| 11 | CB Chubb Ltd | Financial Services | 366.0K | $124.72M | 2.31% | – | – | – | 0.09% |
| 12 | SYK Stryker Corp | Healthcare | 396.0K | $124.69M | 2.31% | – | – | – | 0.1% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 357.8K | $117.13M | 2.17% | – | – | – | 0.01% |
| 14 | META Meta Platforms, Inc. | Technology | 181.2K | $102.07M | 1.89% | – | – | – | 0.01% |
| 15 | KO Coca Cola Co | Consumer Staples | 1.12M | $90.76M | 1.68% | – | – | – | 0.03% |
Tip. Select a row to see that position’s full history at Evelyn Partners.
As of its Q2 2026 13F filing, Evelyn Partners Group Ltd’s five largest positions were Astrazeneca Plc (AZN) at 7.9%, Alphabet Inc. (GOOGL) at 7.5%, Amazon Com Inc (AMZN) at 7.0%, Microsoft Corp (MSFT) at 6.5%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 5.0% of the reported portfolio.
Evelyn Partners Group Ltd reported a 13F portfolio worth $5.39B across 467 positions for Q2 2026.
From the Form 13F-HR reports Evelyn Partners Group Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.