# Evelyn Partners Group Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2146944. Source: https://holderbook.com/funds/2146944-evelyn-partners-group-ltd/

- Reported value: $46.9B
- Positions: 551
- Weight of the ten largest: 93.6%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $41.5B | 2,237,205 | 88.6% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $405.7M | 1,135,205 | 0.9% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $375.0M | 1,573,537 | 0.8% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $348.5M | 934,190 | 0.7% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $268.2M | 561,594 | 0.6% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $253.9M | 1,269,050 | 0.5% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $194.9M | 389,406 | 0.4% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $178.3M | 616,120 | 0.4% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $174.7M | 509,067 | 0.4% | 1 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $144.9M | 1,354,624 | 0.3% | 1 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $124.7M | 366,014 | 0.3% | 1 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $124.7M | 396,034 | 0.3% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $117.1M | 357,839 | 0.2% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $102.1M | 181,201 | 0.2% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $90.8M | 1,116,793 | 0.2% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $80.8M | 213,925 | 0.2% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $75.6M | 297,561 | 0.2% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $70.4M | 69,625 | 0.2% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $68.7M | 133,786 | 0.1% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $64.5M | 365,938 | 0.1% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $58.8M | 117,349 | 0.1% | 1 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $56.9M | 250,896 | 0.1% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $53.2M | 144,360 | 0.1% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $52.5M | 148,484 | 0.1% | 1 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $51.8M | 590,293 | 0.1% | 1 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $48.4M | 93,333 | 0.1% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $48.4M | 849,456 | 0.1% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $48.0M | 363,966 | 0.1% | 1 |
| SPROTT ASSET MANAGEMENT LP | [CEF](https://holderbook.com/stocks/CEF/) | $47.0M | 1,168,036 | 0.1% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $46.0M | 115,547 | 0.1% | 1 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $45.4M | 576,299 | 0.1% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $40.7M | 97,967 | 0.1% | 1 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $39.3M | 259,386 | 0.1% | 1 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $38.5M | 12,043 | 0.1% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $37.1M | 30,954 | 0.1% | 1 |
| ISHARES INC | [URTH](https://holderbook.com/stocks/URTH/) | $34.6M | 206,107 | 0.1% | 1 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $33.9M | 436,468 | 0.1% | 1 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $32.0M | 179,622 | 0.1% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $31.3M | 115,914 | 0.1% | 1 |
| SUNBELT RENTALS HOLDINGS INC | [SUNB](https://holderbook.com/stocks/SUNB/) | $30.7M | 410,216 | 0.1% | 1 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $29.6M | 226,203 | 0.1% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $27.5M | 161,750 | 0.1% | 1 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $27.3M | 433,369 | 0.1% | 1 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $27.2M | 282,681 | 0.1% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $25.7M | 226,880 | 0.1% | 1 |
| FIRST TR EXCHANGE-TRADED FD | [FTCS](https://holderbook.com/stocks/FTCS/) | $25.3M | 223,465 | 0.1% | 1 |
| SMURFIT WESTROCK PLC | [SW](https://holderbook.com/stocks/SW/) | $25.3M | 546,588 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $24.8M | 176,300 | 0.1% | 1 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $24.5M | 162,484 | 0.1% | 1 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $22.6M | 101,016 | 0.0% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $22.2M | 65,033 | 0.0% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $22.0M | 29,458 | 0.0% | 1 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $21.5M | 136,776 | 0.0% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $20.9M | 292,561 | 0.0% | 1 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $20.9M | 134,431 | 0.0% | 1 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $20.1M | 264,210 | 0.0% | 1 |
| FERRARI N V | [RACE](https://holderbook.com/stocks/RACE/) | $19.8M | 53,553 | 0.0% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $19.5M | 166,075 | 0.0% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $19.5M | 132,778 | 0.0% | 1 |
| WHEATON PRECIOUS METALS CORP | [WPM](https://holderbook.com/stocks/WPM/) | $19.0M | 169,507 | 0.0% | 1 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $18.6M | 97,590 | 0.0% | 1 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $18.5M | 197,635 | 0.0% | 1 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $18.4M | 47,639 | 0.0% | 1 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $17.7M | 150,333 | 0.0% | 1 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $17.2M | 178,307 | 0.0% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $16.9M | 101,862 | 0.0% | 1 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $16.0M | 8,193 | 0.0% | 1 |
| GALLAGHER ARTHUR J & CO | [AJG](https://holderbook.com/stocks/AJG/) | $16.0M | 69,686 | 0.0% | 1 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $15.8M | 246,592 | 0.0% | 1 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $15.6M | 269,096 | 0.0% | 1 |
| LITMAN GREGORY FDS TR | [DBMF](https://holderbook.com/stocks/DBMF/) | $15.3M | 501,057 | 0.0% | 1 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $15.3M | 40,668 | 0.0% | 1 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $15.0M | 67,847 | 0.0% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $14.9M | 20,251 | 0.0% | 1 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $13.9M | 159,819 | 0.0% | 1 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $13.6M | 21,436 | 0.0% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $13.3M | 14,244 | 0.0% | 1 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $13.1M | 55,209 | 0.0% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $12.9M | 30,291 | 0.0% | 1 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $12.7M | 176,390 | 0.0% | 1 |
| FIRST TR EXCHANGE TRADED FD | [FIW](https://holderbook.com/stocks/FIW/) | $12.4M | 188,228 | 0.0% | 1 |
| ETFS GOLD TR | [SGOL](https://holderbook.com/stocks/SGOL/) | $11.0M | 286,636 | 0.0% | 1 |
| SPDR SERIES TRUST | [XPH](https://holderbook.com/stocks/XPH/) | $10.5M | 71,806 | 0.0% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $10.4M | 242,535 | 0.0% | 1 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $10.3M | 75,783 | 0.0% | 1 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $9.9M | 37,944 | 0.0% | 1 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $9.5M | 40,362 | 0.0% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $9.5M | 21,837 | 0.0% | 1 |
| GLOBAL X FDS | [URA](https://holderbook.com/stocks/URA/) | $9.3M | 212,506 | 0.0% | 1 |
| FRANCO NEV CORP | [FNV](https://holderbook.com/stocks/FNV/) | $9.3M | 44,475 | 0.0% | 1 |
| INVESCO EXCH TRADED FD TR II | [CQQQ](https://holderbook.com/stocks/CQQQ/) | $8.8M | 154,424 | 0.0% | 1 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $8.4M | 63,593 | 0.0% | 1 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $7.6M | 36,568 | 0.0% | 1 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $7.3M | 44,565 | 0.0% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $7.2M | 6,228 | 0.0% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VNQI](https://holderbook.com/stocks/VNQI/) | $7.0M | 73,027 | 0.0% | 1 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $6.3M | 105,546 | 0.0% | 1 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $6.1M | 28,222 | 0.0% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $5.8M | 15,610 | 0.0% | 1 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $5.7M | 75,984 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $46.9B | 551 |