Asset Manager
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Evelyn Partners Group Ltd
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q2 2026 · Filed 2026-08-07
Market Value
$46.7B
Holdings
535
New Purchases
535
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
93.9%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 74 | $45.0B | 96.3% |
| Large Cap | 319 | $1.5B | 3.2% |
| Mid Cap | 91 | $197M | 0.4% |
| Small Cap | 39 | $31M | 0.1% |
| Micro Cap | 12 | $11M | 0.0% |
Portfolio Analytics
Avg Market Cap
$157.0B
Median Market Cap
$41.4B
Avg P/E
32.8
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
453
# ETFs / Funds
82
Top Holdings (535 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AZN | 88.88% | 2,237,205 | $41.5B | $18,560.18 | — | — | — | |
| 2 | GOOGL | 0.87% | 1,135,205 | $406M | $357.37 | — | — | — | |
| 3 | AMZN | 0.80% | 1,573,537 | $375M | $238.34 | — | — | — | |
| 4 | MSFT | 0.75% | 934,190 | $348M | $373.02 | — | — | — | |
| 5 | TSM | 0.57% | 561,594 | $268M | $477.57 | — | — | — | |
| 6 | NVDA | 0.54% | 1,269,050 | $254M | $200.09 | — | — | — | |
| 7 | BRK-B | 0.42% | 389,406 | $195M | $500.39 | — | — | — | |
| 8 | AAPL | 0.38% | 616,120 | $178M | $289.36 | — | — | — | |
| 9 | V | 0.37% | 509,067 | $175M | $343.09 | — | — | — | |
| 10 | CB | 0.27% | 366,014 | $125M | $340.74 | — | — | — | |
| 11 | SYK | 0.27% | 396,034 | $125M | $314.84 | — | — | — | |
| 12 | JPM | 0.25% | 357,839 | $117M | $327.33 | — | — | — | |
| 13 | META | 0.22% | 181,201 | $102M | $563.29 | — | — | — | |
| 14 | KO | 0.19% | 1,116,793 | $91M | $81.27 | — | — | — | |
| 15 | AVGO | 0.17% | 213,925 | $81M | $377.75 | — | — | — | |
| 16 | JNJ | 0.16% | 297,561 | $76M | $253.97 | — | — | — | |
| 17 | GS | 0.15% | 69,625 | $70M | $1,011.37 | — | — | — | |
| 18 | MA | 0.15% | 133,786 | $69M | $513.60 | — | — | — | |
| 19 | APH | 0.14% | 365,938 | $65M | $176.32 | — | — | — | |
| 20 | TMO | 0.13% | 117,349 | $59M | $501.36 | — | — | — | |
| 21 | IEX | 0.12% | 250,896 | $57M | $226.95 | — | — | — | |
| 22 | GLD | 0.11% | 144,360 | $53M | $368.38 | — | — | — | |
| 23 | GOOG | 0.11% | 148,484 | $52M | $353.33 | — | — | — | |
| 24 | NEE | 0.11% | 590,293 | $52M | $87.77 | — | — | — | |
| 25 | LIN | 0.10% | 93,333 | $48M | $518.94 | — | — | — | |
| 26 | BAC | 0.10% | 849,456 | $48M | $56.98 | — | — | — | |
| 27 | VT | 0.10% | 363,966 | $48M | $131.82 | — | — | — | |
| 28 | CEF | 0.10% | 1,168,036 | $47M | $40.23 | — | — | — | |
| 29 | ISRG | 0.10% | 115,547 | $46M | $397.68 | — | — | — | |
| 30 | NDAQ | 0.10% | 576,299 | $45M | $78.82 | — | — | — | |
| 31 | UNH | 0.09% | 97,967 | $41M | $415.63 | — | — | — | |
| 32 | TJX | 0.08% | 259,386 | $39M | $151.50 | — | — | — | |
| 33 | AZO | 0.08% | 12,043 | $38M | $3,195.95 | — | — | — | |
| 34 | LLY | 0.08% | 30,954 | $37M | $1,199.43 | — | — | — | |
| 35 | URTH | 0.07% | 206,107 | $35M | $167.92 | — | — | — | |
| 36 | TOTB.DE | 0.07% | 436,468 | $34M | $77.70 | — | — | — | |
| 37 | BKNG | 0.07% | 179,622 | $32M | $178.24 | — | — | — | |
| 38 | MCD | 0.07% | 115,914 | $31M | $270.31 | — | — | — | |
| 39 | SUNB | 0.07% | 410,216 | $31M | $74.81 | — | — | — | |
| 40 | VSGX | 0.06% | 226,203 | $30M | $130.79 | — | — | — | |
| 41 | ANET | 0.06% | 161,750 | $27M | $169.88 | — | — | — | |
| 42 | FCX | 0.06% | 433,369 | $27M | $62.89 | — | — | — | |
| 43 | DIS | 0.06% | 282,681 | $27M | $96.25 | — | — | — | |
| 44 | WMT | 0.06% | 226,880 | $26M | $113.26 | — | — | — | |
| 45 | FTCS | 0.05% | 223,465 | $25M | $113.43 | — | — | — | |
| 46 | SW | 0.05% | 546,588 | $25M | $46.26 | — | — | — | |
| 47 | VOO | 0.05% | 176,300 | $25M | $140.58 | — | — | — | |
| 48 | DVY | 0.05% | 162,484 | $25M | $151.04 | — | — | — | |
| 49 | ADP | 0.05% | 101,016 | $23M | $223.95 | — | — | — | |
| 50 | PANW | 0.05% | 65,033 | $22M | $341.02 | — | — | — | |
| 51 | SPY | 0.05% | 29,458 | $22M | $746.77 | — | — | — | |
| 52 | TIP | 0.05% | 136,776 | $21M | $156.85 | — | — | — | |
| 53 | NFLX | 0.04% | 292,561 | $21M | $71.40 | — | — | — | |
| 54 | AEM | 0.04% | 134,431 | $21M | $155.22 | — | — | — | |
| 55 | GDX | 0.04% | 264,210 | $20M | $76.15 | — | — | — | |
| 56 | RACE | 0.04% | 53,553 | $20M | $370.55 | — | — | — | |
| 57 | CSCO | 0.04% | 166,075 | $20M | $117.46 | — | — | — | |
| 58 | PG | 0.04% | 132,778 | $19M | $146.64 | — | — | — | |
| 59 | WPM | 0.04% | 169,507 | $19M | $112.38 | — | — | — | |
| 60 | DHR | 0.04% | 97,590 | $19M | $190.48 | — | — | — | |
| 61 | NEM | 0.04% | 197,635 | $18M | $93.40 | — | — | — | |
| 62 | SPGI | 0.04% | 47,639 | $18M | $385.41 | — | — | — | |
| 63 | BX | 0.04% | 150,333 | $18M | $117.67 | — | — | — | |
| 64 | AVEM | 0.04% | 178,307 | $17M | $96.49 | — | — | — | |
| 65 | CVX | 0.04% | 101,862 | $17M | $165.76 | — | — | — | |
| 66 | MKL | 0.03% | 8,193 | $16M | $1,953.01 | — | — | — | |
| 67 | AJG | 0.03% | 69,686 | $16M | $229.57 | — | — | — | |
| 68 | GEHC | 0.03% | 246,592 | $16M | $64.01 | — | — | — | |
| 69 | MDLZ | 0.03% | 269,096 | $16M | $57.84 | — | — | — | |
| 70 | DBMF | 0.03% | 501,057 | $15M | $30.61 | — | — | — | |
| 71 | WAT | 0.03% | 40,668 | $15M | $375.04 | — | — | — | |
| 72 | CME | 0.03% | 67,847 | $15M | $220.83 | — | — | — | |
| 73 | QQQ | 0.03% | 20,251 | $15M | $736.40 | — | — | — | |
| 74 | IBKR | 0.03% | 159,819 | $14M | $87.04 | — | — | — | |
| 75 | DE | 0.03% | 21,436 | $14M | $634.33 | — | — | — | |
| 76 | COST | 0.03% | 14,244 | $13M | $935.47 | — | — | — | |
| 77 | FERG | 0.03% | 55,209 | $13M | $237.33 | — | — | — | |
| 78 | ETN | 0.03% | 30,291 | $13M | $426.12 | — | — | — | |
| 79 | ZTS | 0.03% | 176,390 | $13M | $71.86 | — | — | — | |
| 80 | FIW | 0.03% | 188,228 | $12M | $65.74 | — | — | — | |
| 81 | SGOL | 0.02% | 286,636 | $11M | $38.23 | — | — | — | |
| 82 | XPH | 0.02% | 71,806 | $11M | $146.68 | — | — | — | |
| 83 | BSX | 0.02% | 242,535 | $10M | $42.68 | — | — | — | |
| 84 | PLD | 0.02% | 75,783 | $10M | $135.47 | — | — | — | |
| 85 | INTU | 0.02% | 37,944 | $10M | $261.00 | — | — | — | |
| 86 | FSLR | 0.02% | 40,362 | $10M | $235.96 | — | — | — | |
| 87 | LRCX | 0.02% | 21,837 | $9M | $433.33 | — | — | — | |
| 88 | URA | 0.02% | 212,506 | $9M | $43.70 | — | — | — | |
| 89 | FNV | 0.02% | 44,475 | $9M | $208.45 | — | — | — | |
| 90 | CQQQ | 0.02% | 154,424 | $9M | $57.03 | — | — | — | |
| 91 | AWK | 0.02% | 63,593 | $8M | $131.58 | — | — | — | |
| 92 | RY | 0.02% | 36,568 | $8M | $206.87 | — | — | — | |
| 93 | AMT | 0.02% | 44,565 | $7M | $163.57 | — | — | — | |
| 94 | MU | 0.02% | 6,228 | $7M | $1,154.29 | — | — | — | |
| 95 | VNQI | 0.02% | 73,027 | $7M | $96.49 | — | — | — | |
| 96 | UL | 0.01% | 105,546 | $6M | $60.12 | — | — | — | |
| 97 | BA | 0.01% | 28,222 | $6M | $216.47 | — | — | — | |
| 98 | GE | 0.01% | 15,610 | $6M | $373.73 | — | — | — | |
| 99 | IAU | 0.01% | 75,984 | $6M | $75.51 | — | — | — | |
| 100 | ABT | 0.01% | 61,765 | $6M | $90.74 | — | — | — |