Evelyn Partners Group Ltd 13F Holdings · Q2 2026
Evelyn Partners Group Ltd reported 551 securities worth $5.76B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AZN (7.21%), GOOGL (7.05%), AMZN (6.51%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AZN | ASTRAZENECA PLC | $415.2M | 7.21% | 2.2M | New |
| 2 | GOOGL | ALPHABET INC | $405.7M | 7.05% | 1.1M | New |
| 3 | AMZN | AMAZON COM INC | $375.0M | 6.51% | 1.6M | New |
| 4 | MSFT | MICROSOFT CORP | $348.5M | 6.05% | 934,190 | New |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $268.2M | 4.66% | 561,594 | New |
| 6 | NVDA | NVIDIA CORPORATION | $253.9M | 4.41% | 1.3M | New |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $194.9M | 3.38% | 389,406 | New |
| 8 | AAPL | APPLE INC | $178.3M | 3.10% | 616,120 | New |
| 9 | V | VISA INC | $174.7M | 3.03% | 509,067 | New |
| 10 | CRH | CRH PLC | $144.9M | 2.52% | 1.4M | New |
| 11 | CB | CHUBB LIMITED | $124.7M | 2.17% | 366,014 | New |
| 12 | SYK | STRYKER CORPORATION | $124.7M | 2.17% | 396,034 | New |
| 13 | JPM | JPMORGAN CHASE & CO | $117.1M | 2.03% | 357,839 | New |
| 14 | META | META PLATFORMS INC | $102.1M | 1.77% | 181,201 | New |
| 15 | KO | COCA COLA CO | $90.8M | 1.58% | 1.1M | New |
| 16 | AVGO | BROADCOM INC | $80.8M | 1.40% | 213,925 | New |
| 17 | JNJ | JOHNSON & JOHNSON | $75.6M | 1.31% | 297,561 | New |
| 18 | GS | GOLDMAN SACHS GROUP INC | $70.4M | 1.22% | 69,625 | New |
| 19 | MA | MASTERCARD INCORPORATED | $68.7M | 1.19% | 133,786 | New |
| 20 | APH | AMPHENOL CORP | $64.5M | 1.12% | 365,938 | New |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $58.8M | 1.02% | 117,349 | New |
| 22 | IEX | IDEX CORP | $56.9M | 0.99% | 250,896 | New |
| 23 | GLD | SPDR GOLD TR | $53.2M | 0.92% | 144,360 | New |
| 24 | GOOG | ALPHABET INC | $52.5M | 0.91% | 148,484 | New |
| 25 | NEE | NEXTERA ENERGY INC | $51.8M | 0.90% | 590,293 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR