13F value (AUM)
$46.9B
EV
Evelyn Partners Group
EVELYN PARTNERS GROUP LTD
$46.9B
13F long value · 2026-Q2Positions551
CategoryAsset Manager
▲ #194 of 581 by 13F value
Size rank 7/10
Snapshot
Evelyn Partners Group's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
551 (59 unmapped)
Top 100 weight
98.5%
Quarters tracked
1
Latest 13F filed
Aug 7, 2026
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 98.5% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| — | ASTRAZENECA PLC | 88.6% | $41.5B | 2.2M | — |
| GOOGL | ALPHABET INC | 0.9% | $405.7M | 1.1M | -4.2% |
| AMZN | AMAZON COM INC | 0.8% | $375.0M | 1.6M | +5.3% |
| MSFT | MICROSOFT CORP | 0.7% | $348.5M | 934.2K | +38.2% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.6% | $268.2M | 561.6K | -15.2% |
| NVDA | NVIDIA CORPORATION | 0.5% | $253.9M | 1.3M | +17.4% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.4% | $194.9M | 389.4K | -5.5% |
| AAPL | APPLE INC | 0.4% | $178.3M | 616.1K | +14.6% |
| V | VISA INC | 0.4% | $174.7M | 509.1K | +4.7% |
| — | CRH PLC | 0.3% | $144.9M | 1.4M | — |
| — | CHUBB LIMITED | 0.3% | $124.7M | 366.0K | — |
| SYK | STRYKER CORPORATION | 0.3% | $124.7M | 396.0K | +4.5% |
| JPM | JPMORGAN CHASE & CO | 0.2% | $117.1M | 357.8K | +1.1% |
| META | META PLATFORMS INC | 0.2% | $102.1M | 181.2K | +29.7% |
| KO | COCA COLA CO | 0.2% | $90.8M | 1.1M | +5.2% |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.