Evelyn Partners Group Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$46.86B
Q ending 2026-06-30
Prior quarter
–
Q ending 2026-03-31
Change
– QoQ
Positions
551
reported holdings
Largest positions
Top 100 of 551 reported positions by value, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Astrazeneca Plc | Shares | $41.52B | 2.2M | |
| Alphabet Inc | GOOGL | Shares | $405.7M | 1.1M |
| Amazon Com Inc | AMZN | Shares | $375.0M | 1.6M |
| Microsoft Corp | MSFT | Shares | $348.5M | 934K |
| Taiwan Semiconductor Manufac | TSM | Shares | $268.2M | 562K |
| Nvidia Corporation | NVDA | Shares | $253.9M | 1.3M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $194.9M | 389K |
| Apple Inc | AAPL | Shares | $178.3M | 616K |
| Visa Inc | V | Shares | $174.7M | 509K |
| Crh Plc | Shares | $144.9M | 1.4M | |
| Chubb Limited | Shares | $124.7M | 366K | |
| Stryker Corporation | SYK | Shares | $124.7M | 396K |
| Jpmorgan Chase & Co | JPM | Shares | $117.1M | 358K |
| Meta Platforms Inc | META | Shares | $102.1M | 181K |
| Coca Cola Co | KO | Shares | $90.8M | 1.1M |
| Broadcom Inc | AVGO | Shares | $80.8M | 214K |
| Johnson & Johnson | JNJ | Shares | $75.6M | 298K |
| Goldman Sachs Group Inc | GS | Shares | $70.4M | 70K |
| Mastercard Incorporated | MA | Shares | $68.7M | 134K |
| Amphenol Corp | APH | Shares | $64.5M | 366K |
| Thermo Fisher Scientific Inc | TMO | Shares | $58.8M | 117K |
| Idex Corp | IEX | Shares | $56.9M | 251K |
| Spdr Gold Tr | GLD | Shares | $53.2M | 144K |
| Alphabet Inc | GOOG | Shares | $52.5M | 148K |
| Nextera Energy Inc | NEE | Shares | $51.8M | 590K |
| Linde Plc | Shares | $48.4M | 93K | |
| Bank Of Amer Corp | BAC | Shares | $48.4M | 849K |
| Vanguard Intl Equity Index F | VT | Shares | $48.0M | 364K |
| Sprott Asset Management Lp | CEF | Shares | $47.0M | 1.2M |
| Intuitive Surgical Inc | ISRG | Shares | $46.0M | 116K |
| Nasdaq Inc | NDAQ | Shares | $45.4M | 576K |
| Unitedhealth Group Inc | UNH | Shares | $40.7M | 98K |
| Tjx Cos Inc New | TJX | Shares | $39.3M | 259K |
| Autozone Inc | AZO | Shares | $38.5M | 12K |
| Eli Lilly & Co | LLY | Shares | $37.1M | 31K |
| Ishares Inc | URTH | Shares | $34.6M | 206K |
| Totalenergies Se | Shares | $33.9M | 436K | |
| Booking Holdings Inc | BKNG | Shares | $32.0M | 180K |
| Mcdonalds Corp | MCD | Shares | $31.3M | 116K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $30.7M | 410K |
| Vanguard World Fd | VSGX | Shares | $29.6M | 226K |
| Arista Networks Inc | ANET | Shares | $27.5M | 162K |
| Freeport Mcmoran Inc | FCX | Shares | $27.3M | 433K |
| Disney Walt Co | DIS | Shares | $27.2M | 283K |
| Walmart Inc | WMT | Shares | $25.7M | 227K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $25.3M | 223K |
| Smurfit Westrock Plc | Shares | $25.3M | 547K | |
| Vanguard Index Fds | VOO | Shares | $24.8M | 176K |
| Ishares Tr | DVY | Shares | $24.5M | 162K |
| Automatic Data Processing In | ADP | Shares | $22.6M | 101K |
| Palo Alto Networks Inc | PANW | Shares | $22.2M | 65K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $22.0M | 29K |
| Ishares Tr | TIP | Shares | $21.5M | 137K |
| Netflix Inc. | NFLX | Shares | $20.9M | 293K |
| Agnico Eagle Mines Ltd | AEM | Shares | $20.9M | 134K |
| Vaneck Etf Trust | GDX | Shares | $20.1M | 264K |
| Ferrari N V | Shares | $19.8M | 54K | |
| Cisco Sys Inc | CSCO | Shares | $19.5M | 166K |
| Procter & Gamble Co | PG | Shares | $19.5M | 133K |
| Wheaton Precious Metals Corp | WPM | Shares | $19.0M | 170K |
| Danaher Corp Del | DHR | Shares | $18.6M | 98K |
| Newmont Corp | NEM | Shares | $18.5M | 198K |
| S&P Global Inc | SPGI | Shares | $18.4M | 48K |
| Blackstone Inc | BX | Shares | $17.7M | 150K |
| American Centy Etf Tr | AVEM | Shares | $17.2M | 178K |
| Chevron Corporation | CVX | Shares | $16.9M | 102K |
| Markel Group Inc | MKL | Shares | $16.0M | 8K |
| Gallagher Arthur J & Co | AJG | Shares | $16.0M | 70K |
| Ge Healthcare Technologies I | GEHC | Shares | $15.8M | 247K |
| Mondelez Intl Inc | MDLZ | Shares | $15.6M | 269K |
| Litman Gregory Fds Tr | DBMF | Shares | $15.3M | 501K |
| Waters Corp | WAT | Shares | $15.3M | 41K |
| Cme Group Inc | CME | Shares | $15.0M | 68K |
| Invesco Qqq Tr | QQQ | Shares | $14.9M | 20K |
| Interactive Brokers Group In | IBKR | Shares | $13.9M | 160K |
| Deere & Co | DE | Shares | $13.6M | 21K |
| Costco Wholesale Corporation | COST | Shares | $13.3M | 14K |
| Ferguson Enterprises Inc | FERG | Shares | $13.1M | 55K |
| Eaton Corp Plc | Shares | $12.9M | 30K | |
| Zoetis Inc | ZTS | Shares | $12.7M | 176K |
| First Tr Exchange-Traded Fd | FIW | Shares | $12.4M | 188K |
| Etfs Gold Tr | SGOL | Shares | $11.0M | 287K |
| Spdr Series Trust | XPH | Shares | $10.5M | 72K |
| Boston Scientific Corp | BSX | Shares | $10.4M | 243K |
| Prologis Inc. | PLD | Shares | $10.3M | 76K |
| Intuit | INTU | Shares | $9.9M | 38K |
| First Solar Inc | FSLR | Shares | $9.5M | 40K |
| Lam Research Corp | LRCX | Shares | $9.5M | 22K |
| Global X Fds | URA | Shares | $9.3M | 213K |
| Franco Nev Corp | FNV | Shares | $9.3M | 44K |
| Invesco Exch Traded Fd Tr Ii | CQQQ | Shares | $8.8M | 154K |
| American Wtr Wks Co Inc New | AWK | Shares | $8.4M | 64K |
| Royal Bk Cda | RY | Shares | $7.6M | 37K |
| American Tower Corp | AMT | Shares | $7.3M | 45K |
| Micron Technology Inc | MU | Shares | $7.2M | 6K |
| Vanguard Intl Equity Index F | VNQI | Shares | $7.0M | 73K |
| Unilever Plc | UL | Shares | $6.3M | 106K |
| Boeing Co | BA | Shares | $6.1M | 28K |
| Ge Aerospace | GE | Shares | $5.8M | 16K |
| Ishares Gold Tr | IAU | Shares | $5.7M | 76K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.