Evelyn Partners Group Ltd current holdings: USA Stocks
Evelyn Partners Group Ltd reported $46.19 billion in share positions in stocks (listed in the US), 447 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are AZN, GOOGL, AMZN.
- AZN: Country of operation —; Class ORD; Shares 2,237,205; Value $41,522,929,579.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 1,135,205; Value $405,688,370.
- AMZN: Country of operation United States; Class COM; Shares 1,573,537; Value $375,036,970.
- MSFT: Country of operation United States; Class COM; Shares 934,190; Value $348,471,573.
Form 13F-HR as filed (SEC CIK 2146944): quarter ended 2026-06-30, filed 2026-08-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AZN ASTRAZENECA PLC | ORD | 2,237,205 | $41,522,929,579 | 89.32% | 2026-06-30 | 2026-08-07 | -13.40% | |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 1,135,205 | $405,688,370 | 0.87% | 2026-06-30 | 2026-08-07 | -4.60% |
| AMZN AMAZON COM INC | United States | COM | 1,573,537 | $375,036,970 | 0.81% | 2026-06-30 | 2026-08-07 | +3.50% |
| MSFT MICROSOFT CORP | United States | COM | 934,190 | $348,471,573 | 0.75% | 2026-06-30 | 2026-08-07 | +36.44% |
| NVDA NVIDIA CORPORATION | United States | COM | 1,269,050 | $253,924,374 | 0.55% | 2026-06-30 | 2026-08-07 | +13.55% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 389,406 | $194,855,090 | 0.42% | 2026-06-30 | 2026-08-07 | ||
| AAPL APPLE INC | United States | COM | 616,120 | $178,280,479 | 0.38% | 2026-06-30 | 2026-08-07 | |
| V VISA INC | United States | COM CL A | 509,067 | $174,655,941 | 0.38% | 2026-06-30 | 2026-08-07 | +6.64% |
| CRH CRH PLC | ORD | 1,354,624 | $144,944,768 | 0.31% | 2026-06-30 | 2026-08-07 | -21.00% | |
| CB CHUBB LIMITED | COM | 366,014 | $124,715,707 | 0.27% | 2026-06-30 | 2026-08-07 | -2.54% | |
| SYK STRYKER CORPORATION | United States | COM | 396,034 | $124,687,327 | 0.27% | 2026-06-30 | 2026-08-07 | -11.46% |
| JPM JPMORGAN CHASE & CO | United States | COM | 357,839 | $117,131,515 | 0.25% | 2026-06-30 | 2026-08-07 | +2.34% |
| META META PLATFORMS INC | United States | CL A | 181,201 | $102,068,721 | 0.22% | 2026-06-30 | 2026-08-07 | +31.16% |
| KO COCA COLA CO | United States | COM | 1,116,793 | $90,761,831 | 0.20% | 2026-06-30 | 2026-08-07 | +6.85% |
| AVGO BROADCOM INC | United States | COM | 213,925 | $80,810,353 | 0.17% | 2026-06-30 | 2026-08-07 | -6.00% |
| JNJ JOHNSON & JOHNSON | United States | COM | 297,561 | $75,571,634 | 0.16% | 2026-06-30 | 2026-08-07 | +5.35% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 69,625 | $70,416,648 | 0.15% | 2026-06-30 | 2026-08-07 | -9.41% |
| MA MASTERCARD INCORPORATED | United States | CL A | 133,786 | $68,712,500 | 0.15% | 2026-06-30 | 2026-08-07 | +9.73% |
| APH AMPHENOL CORP | United States | CL A | 365,938 | $64,522,184 | 0.14% | 2026-06-30 | 2026-08-07 | — split 2026-08-28, ratio not on file |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 117,349 | $58,834,089 | 0.13% | 2026-06-30 | 2026-08-07 | +35.55% |
| IEX IDEX CORP | United States | COM | 250,896 | $56,940,950 | 0.12% | 2026-06-30 | 2026-08-07 | +1.53% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 144,360 | $53,179,355 | 0.11% | 2026-06-30 | 2026-08-07 | +3.94% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 148,484 | $52,463,874 | 0.11% | 2026-06-30 | 2026-08-07 | -4.53% |
| NEE NEXTERA ENERGY INC | United States | COM | 590,293 | $51,810,030 | 0.11% | 2026-06-30 | 2026-08-07 | -13.54% |
| LIN LINDE PLC | United Kingdom | SHS | 93,333 | $48,434,266 | 0.10% | 2026-06-30 | 2026-08-07 | -8.78% |
| BAC BANK OF AMER CORP | United States | COM | 849,456 | $48,402,033 | 0.10% | 2026-06-30 | 2026-08-07 | -3.55% |
| CEF SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL GOLD AN | 1,168,036 | $46,990,114 | 0.10% | 2026-06-30 | 2026-08-07 | +4.15% |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 115,547 | $45,950,713 | 0.10% | 2026-06-30 | 2026-08-07 | +3.65% |
| NDAQ NASDAQ INC | United States | COM | 576,299 | $45,423,932 | 0.10% | 2026-06-30 | 2026-08-07 | +16.53% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 97,967 | $40,718,050 | 0.09% | 2026-06-30 | 2026-08-07 | -9.79% |
| TJX TJX COS INC NEW | United States | COM | 259,386 | $39,297,114 | 0.08% | 2026-06-30 | 2026-08-07 | -11.68% |
| AZO AUTOZONE INC | United States | COM | 12,043 | $38,488,844 | 0.08% | 2026-06-30 | 2026-08-07 | -10.01% |
| LLY ELI LILLY & CO | United States | COM | 30,954 | $37,127,111 | 0.08% | 2026-06-30 | 2026-08-07 | -1.23% |
| TTE TOTALENERGIES SE | ACT | 436,468 | $33,915,252 | 0.07% | 2026-06-30 | 2026-08-07 | +12.80% | |
| BKNG BOOKING HOLDINGS INC | United States | COM | 179,622 | $32,015,826 | 0.07% | 2026-06-30 | 2026-08-07 | -8.92% |
| MCD MCDONALDS CORP | United States | COM | 115,914 | $31,332,736 | 0.07% | 2026-06-30 | 2026-08-07 | -13.44% |
| SUNB SUNBELT RENTALS HOLDINGS INC | United States | SHS | 410,216 | $30,688,329 | 0.07% | 2026-06-30 | 2026-08-07 | -1.38% |
| ANET ARISTA NETWORKS INC | United States | COM SHS | 161,750 | $27,478,103 | 0.06% | 2026-06-30 | 2026-08-07 | +19.41% |
| FCX FREEPORT MCMORAN INC | United States | CL B | 433,369 | $27,254,592 | 0.06% | 2026-06-30 | 2026-08-07 | +12.56% |
| DIS DISNEY WALT CO | United States | COM | 282,681 | $27,208,127 | 0.06% | 2026-06-30 | 2026-08-07 | +9.52% |
| WMT WALMART INC | United States | COM | 226,880 | $25,696,445 | 0.06% | 2026-06-30 | 2026-08-07 | -5.70% |
| SW SMURFIT WESTROCK PLC | SHS | 546,588 | $25,285,199 | 0.05% | 2026-06-30 | 2026-08-07 | -4.06% | |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 101,016 | $22,622,613 | 0.05% | 2026-06-30 | 2026-08-07 | +16.90% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 65,033 | $22,177,552 | 0.05% | 2026-06-30 | 2026-08-07 | +13.90% |
| NFLX NETFLIX INC. | United States | COM | 292,561 | $20,888,853 | 0.04% | 2026-06-30 | 2026-08-07 | -1.54% |
| AEM AGNICO EAGLE MINES LTD | COM | 134,431 | $20,866,594 | 0.04% | 2026-06-30 | 2026-08-07 | +19.79% | |
| RACE FERRARI N V | COM | 53,553 | $19,844,091 | 0.04% | 2026-06-30 | 2026-08-07 | +7.99% | |
| CSCO CISCO SYS INC | United States | COM | 166,075 | $19,507,178 | 0.04% | 2026-06-30 | 2026-08-07 | -8.96% |
| PG PROCTER & GAMBLE CO | United States | COM | 132,778 | $19,470,566 | 0.04% | 2026-06-30 | 2026-08-07 | +1.15% |
| WPM WHEATON PRECIOUS METALS CORP | COM | 169,507 | $19,049,190 | 0.04% | 2026-06-30 | 2026-08-07 | +20.54% | |
| DHR DANAHER CORP DEL | United States | COM | 97,590 | $18,588,954 | 0.04% | 2026-06-30 | 2026-08-07 | +18.71% |
| NEM NEWMONT CORP | United States | COM | 197,635 | $18,459,108 | 0.04% | 2026-06-30 | 2026-08-07 | +25.36% |
| SPGI S&P GLOBAL INC | United States | COM | 47,639 | $18,360,465 | 0.04% | 2026-06-30 | 2026-08-07 | +1.86% |
| BX BLACKSTONE INC | United States | COM | 150,333 | $17,689,704 | 0.04% | 2026-06-30 | 2026-08-07 | -3.12% |
| CVX CHEVRON CORPORATION | United States | COM | 101,862 | $16,884,643 | 0.04% | 2026-06-30 | 2026-08-07 | +23.30% |
| MKL MARKEL GROUP INC | United States | COM | 8,193 | $16,000,977 | 0.03% | 2026-06-30 | 2026-08-07 | -10.90% |
| AJG GALLAGHER ARTHUR J & CO | United States | COM | 69,686 | $15,997,815 | 0.03% | 2026-06-30 | 2026-08-07 | -0.79% |
| GEHC GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 246,592 | $15,784,375 | 0.03% | 2026-06-30 | 2026-08-07 | +3.83% |
| MDLZ MONDELEZ INTL INC | United States | CL A | 269,096 | $15,564,505 | 0.03% | 2026-06-30 | 2026-08-07 | +2.56% |
| WAT WATERS CORP | United States | COM | 40,668 | $15,252,130 | 0.03% | 2026-06-30 | 2026-08-07 | +18.19% |
| CME CME GROUP INC | United States | COM | 67,847 | $14,982,654 | 0.03% | 2026-06-30 | 2026-08-07 | +19.20% |
| IBKR INTERACTIVE BROKERS GROUP IN | United States | COM CL A | 159,819 | $13,910,647 | 0.03% | 2026-06-30 | 2026-08-07 | -0.99% |
| DE DEERE & CO | United States | COM | 21,436 | $13,597,510 | 0.03% | 2026-06-30 | 2026-08-07 | +7.28% |
| COST COSTCO WHOLESALE CORPORATION | United States | COM | 14,244 | $13,324,839 | 0.03% | 2026-06-30 | 2026-08-07 | -1.16% |
| FERG FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 55,209 | $13,102,758 | 0.03% | 2026-06-30 | 2026-08-07 | -5.67% | |
| ETN EATON CORP PLC | SHS | 30,291 | $12,907,600 | 0.03% | 2026-06-30 | 2026-08-07 | +1.68% | |
| ZTS ZOETIS INC | United States | CL A | 176,390 | $12,675,425 | 0.03% | 2026-06-30 | 2026-08-07 | -2.17% |
| SGOL ETFS GOLD TR | United States | PHYSCL GOLD SHS | 286,636 | $10,958,096 | 0.02% | 2026-06-30 | 2026-08-07 | |
| BSX BOSTON SCIENTIFIC CORP | United States | COM | 242,535 | $10,351,394 | 0.02% | 2026-06-30 | 2026-08-07 | +2.81% |
| PLD PROLOGIS INC. | United States | COM | 75,783 | $10,266,329 | 0.02% | 2026-06-30 | 2026-08-07 | -2.11% |
| INTU INTUIT | United States | COM | 37,944 | $9,903,384 | 0.02% | 2026-06-30 | 2026-08-07 | +2.69% |
| FSLR FIRST SOLAR INC | United States | COM | 40,362 | $9,523,702 | 0.02% | 2026-06-30 | 2026-08-07 | -25.02% |
| LRCX LAM RESEARCH CORP | United States | COM NEW | 21,837 | $9,462,634 | 0.02% | 2026-06-30 | 2026-08-07 | -25.26% |
| FNV FRANCO NEV CORP | COM | 44,475 | $9,270,953 | 0.02% | 2026-06-30 | 2026-08-07 | +18.95% | |
| AWK AMERICAN WTR WKS CO INC NEW | United States | COM | 63,593 | $8,367,573 | 0.02% | 2026-06-30 | 2026-08-07 | -1.35% |
| RY ROYAL BK CDA | COM | 36,568 | $7,564,754 | 0.02% | 2026-06-30 | 2026-08-07 | -3.46% | |
| AMT AMERICAN TOWER CORP | United States | COM | 44,565 | $7,289,510 | 0.02% | 2026-06-30 | 2026-08-07 | +2.31% |
| MU MICRON TECHNOLOGY INC | United States | COM | 6,228 | $7,188,920 | 0.02% | 2026-06-30 | 2026-08-07 | -7.73% |
| BA BOEING CO | United States | COM | 28,222 | $6,109,217 | 0.01% | 2026-06-30 | 2026-08-07 | -13.30% |
| GE GE AEROSPACE | United States | COM NEW | 15,610 | $5,833,928 | 0.01% | 2026-06-30 | 2026-08-07 | -14.94% |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 75,984 | $5,737,553 | 0.01% | 2026-06-30 | 2026-08-07 | +3.99% |
| ABT ABBOTT LABORATORIES | United States | COM | 61,765 | $5,604,561 | 0.01% | 2026-06-30 | 2026-08-07 | +11.25% |
| XYL XYLEM INC | United States | COM | 46,616 | $5,510,482 | 0.01% | 2026-06-30 | 2026-08-07 | -14.62% |
| PEP PEPSICO INC | United States | COM | 40,319 | $5,459,195 | 0.01% | 2026-06-30 | 2026-08-07 | -4.96% |
| WMB WILLIAMS COS INC | United States | COM | 70,112 | $5,212,130 | 0.01% | 2026-06-30 | 2026-08-07 | -7.68% |
| CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 13,878 | $5,208,697 | 0.01% | 2026-06-30 | 2026-08-07 | -13.63% |
| ROP ROPER TECHNOLOGIES INC | United States | COM | 15,127 | $5,118,839 | 0.01% | 2026-06-30 | 2026-08-07 | +3.27% |
| LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 16,942 | $4,923,189 | 0.01% | 2026-06-30 | 2026-08-07 | -18.62% |
| ASML ASML HLDG NV | N Y REGISTRY SHS | 2,282 | $4,539,902 | 0.01% | 2026-06-30 | 2026-08-07 | -7.79% | |
| SLB SLB LIMITED | COM STK | 95,075 | $4,420,050 | 0.01% | 2026-06-30 | 2026-08-07 | +7.27% | |
| ROK ROCKWELL AUTOMATION INC | United States | COM | 8,852 | $4,382,446 | 0.01% | 2026-06-30 | 2026-08-07 | -12.84% |
| CAT CATERPILLAR INC | United States | COM | 4,109 | $4,375,676 | 0.01% | 2026-06-30 | 2026-08-07 | -22.37% |
| CL COLGATE PALMOLIVE CO | United States | COM | 45,589 | $4,179,602 | 0.01% | 2026-06-30 | 2026-08-07 | -5.69% |
| CP CANADIAN PACIFIC KANSAS CITY | COM | 47,825 | $4,142,269 | 0.01% | 2026-06-30 | 2026-08-07 | -0.16% | |
| TD TORONTO DOMINION BK ONT | COM NEW | 33,989 | $4,128,533 | 0.01% | 2026-06-30 | 2026-08-07 | -2.00% | |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 92,830 | $3,930,424 | 0.01% | 2026-06-30 | 2026-08-07 | +8.60% |
| SHW SHERWIN WILLIAMS CO | United States | COM | 10,050 | $3,460,415 | 0.01% | 2026-06-30 | 2026-08-07 | -4.03% |
| C CITIGROUP INC | United States | COM NEW | 24,653 | $3,450,433 | 0.01% | 2026-06-30 | 2026-08-07 | -6.54% |
| MSCI MSCI INC | United States | COM | 6,081 | $3,405,608 | 0.01% | 2026-06-30 | 2026-08-07 | -3.62% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 26,771 | $3,331,382 | 0.01% | 2026-06-30 | 2026-08-07 | +42.33% |
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