Evelyn Partners Group Ltd 13F holdings

Name: Evelyn Partners Group Ltd 13F holdings, Q2 2026
Creator: WaveMan
License: https://wave-man.com/terms

Evelyn Partners Group Ltd reported 511 positions with a total reported value of $46.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-07. Top holdings by reported value: AZN ASTRAZENECA PLC (88.6%), GOOGL ALPHABET INC (1.0%), AMZN AMAZON COM INC (0.8%), MSFT MICROSOFT CORP (0.7%), TSM TAIWAN SEMICONDUCTOR MANUFAC (0.6%). We hold no 13F from this filer for the prior quarter (2026-03-31), so new positions and exits are not counted. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

Email me when Evelyn Partners Group Ltd files its 13F

A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.

Top holdings

25 largest of 511 positions · reported value as of 2026-06-30

Holding	Shares	Reported value	% of portfolio
AZN ASTRAZENECA PLC	2,237,205	$41.5B	88.6%
GOOGL ALPHABET INC	1,283,689	$458.2M	1.0%
AMZN AMAZON COM INC	1,573,537	$375.0M	0.8%
MSFT MICROSOFT CORP	934,190	$348.5M	0.7%
TSM TAIWAN SEMICONDUCTOR MANUFAC	561,594	$268.2M	0.6%
NVDA NVIDIA CORPORATION	1,269,050	$253.9M	0.5%
BRK-B BERKSHIRE HATHAWAY INC DEL	389,406	$194.9M	0.4%
AAPL APPLE INC	616,120	$178.3M	0.4%
V VISA INC	509,067	$174.7M	0.4%
CRH PLC	1,354,624	$144.9M	0.3%
CB CHUBB LIMITED	366,014	$124.7M	0.3%
SYK STRYKER CORPORATION	396,034	$124.7M	0.3%
JPM JPMORGAN CHASE & CO	357,839	$117.1M	0.2%
META META PLATFORMS INC	181,201	$102.1M	0.2%
KO COCA COLA CO	1,116,793	$90.8M	0.2%
AVGO BROADCOM INC	213,925	$80.8M	0.2%
JNJ JOHNSON & JOHNSON	297,561	$75.6M	0.2%
GS GOLDMAN SACHS ETF TR	70,875	$70.5M	0.2%
MA MASTERCARD INCORPORATED	133,786	$68.7M	0.1%
APH AMPHENOL CORP	365,938	$64.5M	0.1%
TMO THERMO FISHER SCIENTIFIC INC	117,349	$58.8M	0.1%
IEX IDEX CORP	250,896	$56.9M	0.1%
VANGUARD INTL EQUITY INDEX F	443,263	$55.6M	0.1%
GLD SPDR GOLD TR	144,360	$53.2M	0.1%
NEE NEXTERA ENERGY INC	590,293	$51.8M	0.1%

SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30

We hold no 13F from this filer for 2026-03-31, so nothing can be compared.

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31

We hold no 13F from this filer for 2026-03-31, so nothing can be compared.

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

We hold no 13F from this filer for 2026-03-31, so nothing can be compared.

Decreases

We hold no 13F from this filer for 2026-03-31, so nothing can be compared.

CIK 2146944 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

More 13F data

Largest 13F filers Fund moves on the desk

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-12 · For informational purposes only, not investment advice.
Privacy · Terms