Evelyn Partners Group Ltd Top Holdings and 13F Report (2026)

About Evelyn Partners Group Ltd

Investment Activity

Evelyn Partners Group Ltd has $46.86 billion in total holdings as of June 30, 2026.
Evelyn Partners Group Ltd owns shares of 551 different stocks, but just 1 company or ETF makes up 80% of its holdings.

Largest Holdings

AstraZeneca: $41,522,929,579
Alphabet: $405,688,370
Amazon.com: $375,036,970
Microsoft: $348,471,573
Taiwan Semiconductor Manufacturing: $268,200,508

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
AZNCF AstraZeneca	$41,522,929,579	2,237,205	88.6%	Healthcare
GOOGL Alphabet	$405,688,370	1,135,205	0.9%	Communication Services
AMZN Amazon.com	$375,036,970	1,573,537	0.8%	Consumer Discretionary
MSFT Microsoft	$348,471,573	934,190	0.7%	Technology
TSM Taiwan Semiconductor Manufacturing	$268,200,508	561,594	0.6%	Technology
NVDA NVIDIA	$253,924,374	1,269,050	0.5%	Technology
BRK.B Berkshire Hathaway	$194,855,090	389,406	0.4%	Finance
AAPL Apple	$178,280,479	616,120	0.4%	Technology
V Visa	$174,655,941	509,067	0.4%	Finance
CRH PLC	$144,944,768	1,354,624	0.3%	ORD
CB Chubb	$124,715,707	366,014	0.3%	Finance
SYK Stryker	$124,687,327	396,034	0.3%	Healthcare
JPM JPMorgan Chase & Co.	$117,131,515	357,839	0.2%	Finance
META Meta Platforms	$102,068,721	181,201	0.2%	Communication Services
KO CocaCola	$90,761,831	1,116,793	0.2%	Consumer Staples
AVGO Broadcom	$80,810,353	213,925	0.2%	Technology
JNJ Johnson & Johnson	$75,571,634	297,561	0.2%	Healthcare
GS The Goldman Sachs Group	$70,416,648	69,625	0.2%	Finance
MA Mastercard	$68,712,500	133,786	0.1%	Finance
APH Amphenol	$64,522,184	365,938	0.1%	Technology
TMO Thermo Fisher Scientific	$58,834,089	117,349	0.1%	Healthcare
IEX IDEX	$56,940,950	250,896	0.1%	Industrials
GLD SPDR Gold Shares	$53,179,355	144,360	0.1%	ETF
GOOG Alphabet	$52,463,874	148,484	0.1%	Communication Services
NEE NextEra Energy	$51,810,030	590,293	0.1%	Utilities
LINDE PLC	$48,434,266	93,333	0.1%	SHS
BAC Bank of America	$48,402,033	849,456	0.1%	Finance
VT Vanguard Total World Stock ETF	$47,977,978	363,966	0.1%	ETF
SPROTT ASSET MANAGEMENT LP	$46,990,114	1,168,036	0.1%	PHYSICAL GOLD AN
ISRG Intuitive Surgical	$45,950,713	115,547	0.1%	Healthcare
NDAQ Nasdaq	$45,423,932	576,299	0.1%	Finance
UNH UnitedHealth Group	$40,718,050	97,967	0.1%	Healthcare
TJX TJX Companies	$39,297,114	259,386	0.1%	Consumer Discretionary
AZO AutoZone	$38,488,844	12,043	0.1%	Consumer Discretionary
LLY Eli Lilly and Company	$37,127,111	30,954	0.1%	Healthcare
URTH iShares MSCI World ETF	$34,610,308	206,107	0.1%	ETF
TOTALENERGIES SE	$33,915,252	436,468	0.1%	ACT
BKNG Booking	$32,015,826	179,622	0.1%	Consumer Discretionary
MCD McDonald's	$31,332,736	115,914	0.1%	Consumer Discretionary
SUNBELT RENTALS HOLDINGS INC	$30,688,329	410,216	0.1%	SHS
VSGX Vanguard ESG International Stock ETF	$29,585,597	226,203	0.1%	ETF
ARISTA NETWORKS INC	$27,478,103	161,750	0.1%	COM SHS
FCX Freeport-McMoRan	$27,254,592	433,369	0.1%	Materials
DIS Walt Disney	$27,208,127	282,681	0.1%	Communication Services
WALMART INC	$25,696,445	226,880	0.1%	COM
FTCS First Trust Capital Strength ETF	$25,347,772	223,465	0.1%	ETF
SMURFIT WESTROCK PLC	$25,285,199	546,588	0.1%	SHS
VOO Vanguard S&P 500 ETF	$24,783,412	176,300	0.1%	ETF
DVY iShares Select Dividend ETF	$24,541,348	162,484	0.1%	ETF
ADP Automatic Data Processing	$22,622,613	101,016	0.0%	Industrials
PANW Palo Alto Networks	$22,177,552	65,033	0.0%	Technology
SPY SPDR S&P 500 ETF Trust	$21,998,474	29,458	0.0%	ETF
TIP iShares TIPS Bond ETF	$21,453,695	136,776	0.0%	ETF
NFLX Netflix	$20,888,853	292,561	0.0%	Communication Services
AEM Agnico Eagle Mines	$20,866,594	134,431	0.0%	Materials
GDX VanEck Gold Miners ETF	$20,120,044	264,210	0.0%	ETF
RACE Ferrari	$19,844,091	53,553	0.0%	Consumer Discretionary
CSCO Cisco Systems	$19,507,178	166,075	0.0%	Technology
PG Procter & Gamble	$19,470,566	132,778	0.0%	Consumer Staples
WPM Wheaton Precious Metals	$19,049,190	169,507	0.0%	Materials
DHR Danaher	$18,588,954	97,590	0.0%	Healthcare
NEM Newmont	$18,459,108	197,635	0.0%	Materials
SPGI S&P Global	$18,360,465	47,639	0.0%	Finance
BX Blackstone	$17,689,704	150,333	0.0%	Finance
AVEM Avantis Emerging Markets Equity ETF	$17,204,840	178,307	0.0%	ETF
CVX Chevron	$16,884,643	101,862	0.0%	Energy
MKL Markel Group	$16,000,977	8,193	0.0%	Finance
AJG Arthur J. Gallagher & Co.	$15,997,815	69,686	0.0%	Finance
GEHC GE HealthCare Technologies	$15,784,375	246,592	0.0%	Healthcare
MDLZ Mondelez International	$15,564,505	269,096	0.0%	Consumer Staples
DBMF iMGP DBi Managed Futures Strategy ETF	$15,337,359	501,057	0.0%	ETF
WAT Waters	$15,252,130	40,668	0.0%	Healthcare
CME CME Group	$14,982,654	67,847	0.0%	Finance
QQQ Invesco QQQ	$14,912,836	20,251	0.0%	ETF
IBKR Interactive Brokers Group	$13,910,647	159,819	0.0%	Finance
DE Deere & Company	$13,597,510	21,436	0.0%	Industrials
COST Costco Wholesale	$13,324,839	14,244	0.0%	Consumer Staples
FERGUSON ENTERPRISES INC	$13,102,758	55,209	0.0%	COMMON STOCK NEW
ETN Eaton	$12,907,600	30,291	0.0%	Industrials
ZTS Zoetis	$12,675,425	176,390	0.0%	Healthcare
FIW First Trust Water ETF	$12,374,109	188,228	0.0%	ETF
SGOL abrdn Physical Gold Shares ETF	$10,958,096	286,636	0.0%	ETF
XPH SPDR S&P Pharmaceuticals ETF	$10,532,524	71,806	0.0%	ETF
BSX Boston Scientific	$10,351,394	242,535	0.0%	Healthcare
PLD Prologis	$10,266,329	75,783	0.0%	Real Estate
INTU Intuit	$9,903,384	37,944	0.0%	Technology
FSLR First Solar	$9,523,702	40,362	0.0%	Technology
LAM RESEARCH CORP	$9,462,634	21,837	0.0%	COM NEW
URA Global X Uranium ETF	$9,286,518	212,506	0.0%	ETF
FNV Franco-Nevada	$9,270,953	44,475	0.0%	Materials
CQQQ Invesco China Technology ETF	$8,806,804	154,424	0.0%	ETF
AWK American Water Works	$8,367,573	63,593	0.0%	Utilities
RY Royal Bank Of Canada	$7,564,754	36,568	0.0%	Finance
AMT American Tower	$7,289,510	44,565	0.0%	Real Estate
MU Micron Technology	$7,188,920	6,228	0.0%	Technology
VNQI Vanguard Global ex-U.S. Real Estate ETF	$7,046,315	73,027	0.0%	ETF
UNILEVER PLC	$6,345,426	105,546	0.0%	SPON ADR NEW
BA Boeing	$6,109,217	28,222	0.0%	Industrials
GE GE Aerospace	$5,833,928	15,610	0.0%	Industrials
IAU iShares Gold Trust	$5,737,553	75,984	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Evelyn Partners Group Ltd Top Holdings and 13F Report (2026)

About Evelyn Partners Group Ltd

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Evelyn Partners Group Ltd Top Holdings and 13F Report (2026)

About Evelyn Partners Group Ltd

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofEvelyn Partners Group Ltd

Latest 13F Holdings

More Institutional Buying and Selling Information

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Best-in-Class Portfolio Monitoring

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