Holders — by stockHoldings — by fund
Evelyn Partners Group Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2146944
$46.86B
disclosed book value
551
positions
88.6%
largest position share
Positions, as of 2026-06-30
top 100 of 551 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ASTRAZENECA PLC | 2.2M | $41.52B | 88.6% |
| 2 | GOOGLALPHABET INC | 1.1M | $405.7M | 0.9% |
| 3 | AMZNAMAZON COM INC | 1.6M | $375.0M | 0.8% |
| 4 | MSFTMICROSOFT CORP | 934,190 | $348.5M | 0.7% |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 561,594 | $268.2M | 0.6% |
| 6 | NVDANVIDIA CORPORATION | 1.3M | $253.9M | 0.5% |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 389,406 | $194.9M | 0.4% |
| 8 | AAPLAPPLE INC | 616,120 | $178.3M | 0.4% |
| 9 | VVISA INC | 509,067 | $174.7M | 0.4% |
| 10 | CRH PLC | 1.4M | $144.9M | 0.3% |
| 11 | CHUBB LIMITED | 366,014 | $124.7M | 0.3% |
| 12 | SYKSTRYKER CORPORATION | 396,034 | $124.7M | 0.3% |
| 13 | JPMJPMORGAN CHASE & CO | 357,839 | $117.1M | 0.2% |
| 14 | METAMETA PLATFORMS INC | 181,201 | $102.1M | 0.2% |
| 15 | KOCOCA COLA CO | 1.1M | $90.8M | 0.2% |
| 16 | AVGOBROADCOM INC | 213,925 | $80.8M | 0.2% |
| 17 | JNJJOHNSON & JOHNSON | 297,561 | $75.6M | 0.2% |
| 18 | GSGOLDMAN SACHS GROUP INC | 69,625 | $70.4M | 0.2% |
| 19 | MAMASTERCARD INCORPORATED | 133,786 | $68.7M | 0.1% |
| 20 | APHAMPHENOL CORP | 365,938 | $64.5M | 0.1% |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 117,349 | $58.8M | 0.1% |
| 22 | IEXIDEX CORP | 250,896 | $56.9M | 0.1% |
| 23 | GLDSPDR GOLD TR | 144,360 | $53.2M | 0.1% |
| 24 | GOOGALPHABET INC | 148,484 | $52.5M | 0.1% |
| 25 | NEENEXTERA ENERGY INC | 590,293 | $51.8M | 0.1% |
| 26 | LINDE PLC | 93,333 | $48.4M | 0.1% |
| 27 | BACBANK OF AMER CORP | 849,456 | $48.4M | 0.1% |
| 28 | VTVANGUARD INTL EQUITY INDEX F | 363,966 | $48.0M | 0.1% |
| 29 | CEFSPROTT ASSET MANAGEMENT LP | 1.2M | $47.0M | 0.1% |
| 30 | ISRGINTUITIVE SURGICAL INC | 115,547 | $46.0M | 0.1% |
| 31 | NDAQNASDAQ INC | 576,299 | $45.4M | 0.1% |
| 32 | UNHUNITEDHEALTH GROUP INC | 97,967 | $40.7M | 0.1% |
| 33 | TJXTJX COS INC NEW | 259,386 | $39.3M | 0.1% |
| 34 | AZOAUTOZONE INC | 12,043 | $38.5M | 0.1% |
| 35 | LLYELI LILLY & CO | 30,954 | $37.1M | 0.1% |
| 36 | URTHISHARES INC | 206,107 | $34.6M | 0.1% |
| 37 | TOTALENERGIES SE | 436,468 | $33.9M | 0.1% |
| 38 | BKNGBOOKING HOLDINGS INC | 179,622 | $32.0M | 0.1% |
| 39 | MCDMCDONALDS CORP | 115,914 | $31.3M | 0.1% |
| 40 | SUNBSUNBELT RENTALS HOLDINGS INC | 410,216 | $30.7M | 0.1% |
| 41 | VSGXVANGUARD WORLD FD | 226,203 | $29.6M | 0.1% |
| 42 | ANETARISTA NETWORKS INC | 161,750 | $27.5M | 0.1% |
| 43 | FCXFREEPORT MCMORAN INC | 433,369 | $27.3M | 0.1% |
| 44 | DISDISNEY WALT CO | 282,681 | $27.2M | 0.1% |
| 45 | WMTWALMART INC | 226,880 | $25.7M | 0.1% |
| 46 | FTCSFIRST TR EXCHANGE-TRADED FD | 223,465 | $25.3M | 0.1% |
| 47 | SMURFIT WESTROCK PLC | 546,588 | $25.3M | 0.1% |
| 48 | VOOVANGUARD INDEX FDS | 176,300 | $24.8M | 0.1% |
| 49 | DVYISHARES TR | 162,484 | $24.5M | 0.1% |
| 50 | ADPAUTOMATIC DATA PROCESSING IN | 101,016 | $22.6M | 0% |
| 51 | PANWPALO ALTO NETWORKS INC | 65,033 | $22.2M | 0% |
| 52 | SPYSTATE STR SPDR S&P 500 ETF T | 29,458 | $22.0M | 0% |
| 53 | TIPISHARES TR | 136,776 | $21.5M | 0% |
| 54 | NFLXNETFLIX INC. | 292,561 | $20.9M | 0% |
| 55 | AEMAGNICO EAGLE MINES LTD | 134,431 | $20.9M | 0% |
| 56 | GDXVANECK ETF TRUST | 264,210 | $20.1M | 0% |
| 57 | FERRARI N V | 53,553 | $19.8M | 0% |
| 58 | CSCOCISCO SYS INC | 166,075 | $19.5M | 0% |
| 59 | PGPROCTER & GAMBLE CO | 132,778 | $19.5M | 0% |
| 60 | WPMWHEATON PRECIOUS METALS CORP | 169,507 | $19.0M | 0% |
| 61 | DHRDANAHER CORP DEL | 97,590 | $18.6M | 0% |
| 62 | NEMNEWMONT CORP | 197,635 | $18.5M | 0% |
| 63 | SPGIS&P GLOBAL INC | 47,639 | $18.4M | 0% |
| 64 | BXBLACKSTONE INC | 150,333 | $17.7M | 0% |
| 65 | AVEMAMERICAN CENTY ETF TR | 178,307 | $17.2M | 0% |
| 66 | CVXCHEVRON CORPORATION | 101,862 | $16.9M | 0% |
| 67 | MKLMARKEL GROUP INC | 8,193 | $16.0M | 0% |
| 68 | AJGGALLAGHER ARTHUR J & CO | 69,686 | $16.0M | 0% |
| 69 | GEHCGE HEALTHCARE TECHNOLOGIES I | 246,592 | $15.8M | 0% |
| 70 | MDLZMONDELEZ INTL INC | 269,096 | $15.6M | 0% |
| 71 | DBMFLITMAN GREGORY FDS TR | 501,057 | $15.3M | 0% |
| 72 | WATWATERS CORP | 40,668 | $15.3M | 0% |
| 73 | CMECME GROUP INC | 67,847 | $15.0M | 0% |
| 74 | QQQINVESCO QQQ TR | 20,251 | $14.9M | 0% |
| 75 | IBKRINTERACTIVE BROKERS GROUP IN | 159,819 | $13.9M | 0% |
| 76 | DEDEERE & CO | 21,436 | $13.6M | 0% |
| 77 | COSTCOSTCO WHOLESALE CORPORATION | 14,244 | $13.3M | 0% |
| 78 | FERGFERGUSON ENTERPRISES INC | 55,209 | $13.1M | 0% |
| 79 | EATON CORP PLC | 30,291 | $12.9M | 0% |
| 80 | ZTSZOETIS INC | 176,390 | $12.7M | 0% |
| 81 | FIWFIRST TR EXCHANGE-TRADED FD | 188,228 | $12.4M | 0% |
| 82 | SGOLETFS GOLD TR | 286,636 | $11.0M | 0% |
| 83 | SPDR SERIES TRUST | 71,806 | $10.5M | 0% |
| 84 | BSXBOSTON SCIENTIFIC CORP | 242,535 | $10.4M | 0% |
| 85 | PLDPROLOGIS INC. | 75,783 | $10.3M | 0% |
| 86 | INTUINTUIT | 37,944 | $9.9M | 0% |
| 87 | FSLRFIRST SOLAR INC | 40,362 | $9.5M | 0% |
| 88 | LRCXLAM RESEARCH CORP | 21,837 | $9.5M | 0% |
| 89 | URAGLOBAL X FDS | 212,506 | $9.3M | 0% |
| 90 | FNVFRANCO NEV CORP | 44,475 | $9.3M | 0% |
| 91 | CQQQINVESCO EXCH TRADED FD TR II | 154,424 | $8.8M | 0% |
| 92 | AWKAMERICAN WTR WKS CO INC NEW | 63,593 | $8.4M | 0% |
| 93 | RYROYAL BK CDA | 36,568 | $7.6M | 0% |
| 94 | AMTAMERICAN TOWER CORP | 44,565 | $7.3M | 0% |
| 95 | MUMICRON TECHNOLOGY INC | 6,228 | $7.2M | 0% |
| 96 | VNQIVANGUARD INTL EQUITY INDEX F | 73,027 | $7.0M | 0% |
| 97 | ULUNILEVER PLC | 105,546 | $6.3M | 0% |
| 98 | BABOEING CO | 28,222 | $6.1M | 0% |
| 99 | GEGE AEROSPACE | 15,610 | $5.8M | 0% |
| 100 | IAUISHARES GOLD TR | 75,984 | $5.7M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.