Evelyn Partners Group Ltd
- SEC CIK
- 0002146944
- Latest filing
- Aug 7, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 7, 2026. Long positions only.
- Positions
- 551
- No filing for Q1 2026
- Portfolio value
- $5.34B
- No filing for Q1 2026
Evelyn Partners Group Ltd did not file a 13F for Q1 2026, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 1,135,205 | $405.7M | 7.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,573,537 | $375.0M | 7.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 934,190 | $348.5M | 6.5% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 561,594 | $268.2M | 5.0% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,269,050 | $253.9M | 4.8% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 389,406 | $194.9M | 3.6% | – | – | History |
| AAPLApple Inc. | Stock | 616,120 | $178.3M | 3.3% | – | – | History |
| VVisa Inc. | Stock | 509,067 | $174.7M | 3.3% | – | – | History |
| CRHCRH Public Ltd Co | ORD | 1,354,624 | $144.9M | 2.7% | – | – | History |
| CBChubb Ltd | Stock | 366,014 | $124.7M | 2.3% | – | – | History |
| SYKStryker Corp | Stock | 396,034 | $124.7M | 2.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 357,839 | $117.1M | 2.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 181,201 | $102.1M | 1.9% | – | – | History |
| KOCoca Cola Co | Stock | 1,116,793 | $90.8M | 1.7% | – | – | History |
| AVGOBroadcom Inc. | Stock | 213,925 | $80.8M | 1.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 297,561 | $75.6M | 1.4% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 69,625 | $70.4M | 1.3% | – | – | History |
| MAMastercard Inc | Stock | 133,786 | $68.7M | 1.3% | – | – | History |
| APHAmphenol Corp | CL A | 365,938 | $64.5M | 1.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 117,349 | $58.8M | 1.1% | – | – | History |
| IEXIdex Corp | COM | 250,896 | $56.9M | 1.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 144,360 | $53.2M | 1.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 148,484 | $52.5M | 1.0% | – | – | History |
| NEENextera Energy Inc | Stock | 590,293 | $51.8M | 1.0% | – | – | History |
| LINLinde PLC | Stock | 93,333 | $48.4M | 0.9% | – | – | History |
| BACBank of America Corp | Stock | 849,456 | $48.4M | 0.9% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 363,966 | $48.0M | 0.9% | – | – | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 1,168,036 | $47.0M | 0.9% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 115,547 | $46.0M | 0.9% | – | – | History |
| NDAQNasdaq, Inc. | COM | 576,299 | $45.4M | 0.9% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 97,967 | $40.7M | 0.8% | – | – | History |
| TJXTJX Companies Inc | Stock | 259,386 | $39.3M | 0.7% | – | – | History |
| AZOAutoZone Inc | COM | 12,043 | $38.5M | 0.7% | – | – | History |
| LLYEli Lilly & Co | Stock | 30,954 | $37.1M | 0.7% | – | – | History |
| iShares Inc464286392 | MSCI WORLD ETF | 206,107 | $34.6M | 0.6% | – | – | – |
| TTETotalEnergies SE | ACT | 436,468 | $33.9M | 0.6% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 179,622 | $32.0M | 0.6% | – | – | History |
| MCDMcDonalds Corp | Stock | 115,914 | $31.3M | 0.6% | – | – | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 410,216 | $30.7M | 0.6% | – | – | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 226,203 | $29.6M | 0.6% | – | – | – |
| ANETArista Networks, Inc. | Stock | 161,750 | $27.5M | 0.5% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 433,369 | $27.3M | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | 282,681 | $27.2M | 0.5% | – | – | History |
| WMTWalmart Inc. | Stock | 226,880 | $25.7M | 0.5% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 223,465 | $25.3M | 0.5% | – | – | – |
| SWSmurfit Westrock plc | Stock | 546,588 | $25.3M | 0.5% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 176,300 | $24.8M | 0.5% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 162,484 | $24.5M | 0.5% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 101,016 | $22.6M | 0.4% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 65,033 | $22.2M | 0.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,458 | $22.0M | 0.4% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 136,776 | $21.5M | 0.4% | – | – | – |
| NFLXNetflix Inc | Stock | 292,561 | $20.9M | 0.4% | – | – | History |
| AEMAgnico Eagle Mines Ltd | Stock | 134,431 | $20.9M | 0.4% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 264,210 | $20.1M | 0.4% | – | – | – |
| RACEFerrari N.V. | COM | 53,553 | $19.8M | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 166,075 | $19.5M | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 132,778 | $19.5M | 0.4% | – | – | History |
| WPMWheaton Precious Metals Corp. | COM | 169,507 | $19.0M | 0.4% | – | – | History |
| DHRDanaher Corp | Stock | 97,590 | $18.6M | 0.3% | – | – | History |
| NEMNEWMONT Corp | Stock | 197,635 | $18.5M | 0.3% | – | – | History |
| SPGIS&P Global Inc. | Stock | 47,639 | $18.4M | 0.3% | – | – | History |
| BXBlackstone Inc. | COM | 150,333 | $17.7M | 0.3% | – | – | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 178,307 | $17.2M | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 101,862 | $16.9M | 0.3% | – | – | History |
| MKLMarkel Group Inc. | COM | 8,193 | $16.0M | 0.3% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 69,686 | $16.0M | 0.3% | – | – | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 246,592 | $15.8M | 0.3% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 269,096 | $15.6M | 0.3% | – | – | History |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 501,057 | $15.3M | 0.3% | – | – | – |
| WATWaters Corp | COM | 40,668 | $15.3M | 0.3% | – | – | History |
| CMECME Group Inc. | COM | 67,847 | $15.0M | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,251 | $14.9M | 0.3% | – | – | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 159,819 | $13.9M | 0.3% | – | – | History |
| DEDeere & Co | Stock | 21,436 | $13.6M | 0.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 14,244 | $13.3M | 0.2% | – | – | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 55,209 | $13.1M | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 30,291 | $12.9M | 0.2% | – | – | History |
| ZTSZoetis Inc. | Stock | 176,390 | $12.7M | 0.2% | – | – | History |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 188,228 | $12.4M | 0.2% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 286,636 | $11.0M | 0.2% | – | – | History |
| SPDR Series Trust78464A722 | ST STR SP PHARMA | 71,806 | $10.5M | 0.2% | – | – | – |
| BSXBoston Scientific Corp | Stock | 242,535 | $10.4M | 0.2% | – | – | History |
| PLDPrologis, Inc. | REIT | 75,783 | $10.3M | 0.2% | – | – | History |
| INTUIntuit Inc. | Stock | 37,944 | $9.90M | 0.2% | – | – | History |
| FSLRFirst Solar, Inc. | Stock | 40,362 | $9.52M | 0.2% | – | – | History |
| LRCXLam Research Corp | Stock | 21,837 | $9.46M | 0.2% | – | – | History |
| Global X Uranium ETF37954Y871 | ETF | 212,506 | $9.29M | 0.2% | – | – | – |
| FNVFranco Nevada Corp | Stock | 44,475 | $9.27M | 0.2% | – | – | History |
| Invesco Exch Traded FD Tr II46138E800 | CHINA TECHNLGY | 154,424 | $8.81M | 0.2% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 63,593 | $8.37M | 0.2% | – | – | History |
| RYRoyal Bank of Canada | Stock | 36,568 | $7.56M | 0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 44,565 | $7.29M | 0.1% | – | – | History |
| MUMicron Technology Inc | Stock | 6,228 | $7.19M | 0.1% | – | – | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 73,027 | $7.05M | 0.1% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 105,546 | $6.35M | 0.1% | – | – | History |
| BABoeing Co | Stock | 28,222 | $6.11M | 0.1% | – | – | History |
| GEGeneral Electric Co | Stock | 15,610 | $5.83M | 0.1% | – | – | History |
| IAUiShares Gold Trust | ETF | 75,984 | $5.74M | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 61,765 | $5.60M | 0.1% | – | – | History |