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Evelyn Partners Group Ltd SEC 13F Filing (Q2 2026) — Holdings & Portfolio
Evelyn Partners Group LtdCIK: 0002146944
Diversified strategyLong-term holder
Total reported value
$5.9B
Reporting period: 2026-06-30 · Number of holdings: 1185
Evelyn Partners Group Ltd disclosed 1185 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $5.9B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 12.74
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 49.51
- Diversification
- 100
- Sizing Uniformity
- 59.28
Evelyn Partners Group Ltd's disclosed holdings carry a Herfindahl concentration index of 0.032 — mathematically equivalent to about 31 equally-sized positions, well below its 1185 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.07), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1185 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZN | AstraZeneca PLC | Stock-Healthcare | 8.69% | — | — | — |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.93% | — | — | — |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.41% | — | — | — |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.96% | — | — | — |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.58% | — | — | — |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.34% | — | — | — |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.33% | — | — | — |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.05% | — | — | — |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.99% | — | — | — |
| 10 | CRH | CRH plc | Stock-Materials | 2.48% | — | — | — |
| 11 | CB | Chubb Limited | Stock-Financials | 2.13% | — | — | — |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 2.13% | — | — | — |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | — | — | — |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | — | — | — |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.55% | — | — | — |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | — | — | — |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | — | — | — |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.20% | — | — | — |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | — | — | — |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 1.10% | — | — | — |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.01% | — | — | — |
| 22 | IEX | Idex CORP | Stock-Industrials | 0.97% | — | — | — |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | — | — | — |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | — | — | — |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | — | — | — |
| 26 | LIN | Linde plc | Stock-Materials | 0.83% | — | — | — |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | — | — | — |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.82% | — | — | — |
| 29 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.80% | — | — | — |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.79% | — | — | — |
| 31 | NDAQ | Nasdaq Inc | Stock-Financials | 0.78% | — | — | — |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | — | — | — |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | — | — | — |
| 34 | AZO | Autozone Inc | Stock-Consumer Disc | 0.66% | — | — | — |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | — | — | — |
| 36 | URTH | Ishares Msci World ETF | ETF-Other | 0.59% | — | — | — |
| 37 | TTE | TotalEnergies SE | Stock-Other | 0.58% | — | — | — |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.55% | — | — | — |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | — | — | — |
| 40 | SUNB | Sunbelt Rentals Holdings Inc | Stock-Industrials | 0.52% | — | — | — |
| 41 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.51% | — | — | — |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.47% | — | — | — |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.47% | — | — | — |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | — | — | — |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | — | — | — |
| 46 | FTCS | First Trust Capital Strength | ETF-Other | 0.43% | — | — | — |
| 47 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.43% | — | — | — |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | — | — |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.42% | — | — | — |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.39% | — | — | — |
1–50 of 200
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Evelyn Partners Group Ltd and what type of investor is it?
Evelyn Partners Group Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $5.9B, spread across 1185 disclosed positions.
What are Evelyn Partners Group Ltd's largest equity positions?
Based on the latest 13F filing, Evelyn Partners Group Ltd's top holdings by market value are:
1. AstraZeneca PLC (AZN) — $508.3M (8.7%)
2. Alphabet Inc-cl A (GOOGL) — $405.7M (6.9%)
3. Amazon.com Inc (AMZN) — $375.0M (6.4%)
4. Microsoft CORP (MSFT) — $348.5M (6.0%)
5. Taiwan Semiconductor-sp Adr (TSM) — $268.2M (4.6%)
What changes did Evelyn Partners Group Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for Evelyn Partners Group Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Evelyn Partners Group Ltd focus on?
Evelyn Partners Group Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.7%
• Health Care: 19.2%
• Financials: 15.3%
• Communication Services: 12.1%
• Consumer Discretionary: 11.2%
• Materials: 5.9%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Evelyn Partners Group Ltd's portfolio is broadly diversified and long-term-holding.
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Developer Access
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