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.
- OTIS: Country of operation United States; Class COM; Shares 3,544; Value $253,750.
- FAST: Country of operation United States; Class COM; Shares 5,000; Value $240,150.
- DOW: Country of operation United States; Class COM; Shares 8,634; Value $236,225.
- BALL: Country of operation United States; Class COM; Shares 3,738; Value $233,252.
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 |
|---|---|---|---|---|---|---|---|---|
| OTIS OTIS WORLDWIDE CORP | United States | COM | 3,544 | $253,750 | 0.00% | 2026-06-30 | 2026-08-07 | -8.34% |
| FAST FASTENAL CO | United States | COM | 5,000 | $240,150 | 0.00% | 2026-06-30 | 2026-08-07 | +4.02% |
| DOW DOW HLDGS INC | United States | COM | 8,634 | $236,225 | 0.00% | 2026-06-30 | 2026-08-07 | +0.91% |
| BALL BALL CORP | United States | COM | 3,738 | $233,252 | 0.00% | 2026-06-30 | 2026-08-07 | -9.21% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 456 | $232,314 | 0.00% | 2026-06-30 | 2026-08-07 | +0.54% |
| SYY SYSCO CORP | United States | COM | 2,668 | $222,991 | 0.00% | 2026-06-30 | 2026-08-07 | -6.09% |
| FDX FEDEX CORP | United States | COM | 698 | $218,565 | 0.00% | 2026-06-30 | 2026-08-07 | -8.19% |
| PSX PHILLIPS 66 | United States | COM | 1,270 | $214,694 | 0.00% | 2026-06-30 | 2026-08-07 | +49.22% |
| FLUT FLUTTER ENTMT PLC | SHS | 2,093 | $213,841 | 0.00% | 2026-06-30 | 2026-08-07 | -27.13% | |
| JXN JACKSON FINANCIAL INC | United States | COM CL A | 2,054 | $210,311 | 0.00% | 2026-06-30 | 2026-08-07 | +28.27% |
| AGI ALAMOS GOLD INC | COM CL A | 6,923 | $209,692 | 0.00% | 2026-06-30 | 2026-08-07 | +8.90% | |
| SBUX STARBUCKS CORP | United States | COM | 1,891 | $193,241 | 0.00% | 2026-06-30 | 2026-08-07 | -6.62% |
| SF STIFEL FINL CORP | United States | COM | 2,769 | $193,193 | 0.00% | 2026-06-30 | 2026-08-07 | -0.10% |
| PSLV SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL SILVER | 10,100 | $190,587 | 0.00% | 2026-06-30 | 2026-08-07 | +4.82% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 2,047 | $188,877 | 0.00% | 2026-06-30 | 2026-08-07 | +7.40% |
| QCOM QUALCOMM INC | United States | COM | 1,013 | $187,192 | 0.00% | 2026-06-30 | 2026-08-07 | -0.37% |
| CVS CVS HEALTH CORP | United States | COM | 1,800 | $186,211 | 0.00% | 2026-06-30 | 2026-08-07 | -15.80% |
| BNY BANK OF NY MELLON CORP | United States | COM | 1,271 | $183,800 | 0.00% | 2026-06-30 | 2026-08-07 | +1.64% |
| TRV TRAVELERS COMPANIES INC | United States | COM | 529 | $174,633 | 0.00% | 2026-06-30 | 2026-08-07 | +10.02% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 1,250 | $171,013 | 0.00% | 2026-06-30 | 2026-08-07 | -12.80% |
| KLAC KLA CORP | United States | COM NEW | 560 | $168,958 | 0.00% | 2026-06-30 | 2026-08-07 | -34.86% |
| AMAT APPLIED MATLS INC | United States | COM | 230 | $166,290 | 0.00% | 2026-06-30 | 2026-08-07 | -29.18% |
| MRVL MARVELL TECHNOLOGY INC | United States | COM | 550 | $163,840 | 0.00% | 2026-06-30 | 2026-08-07 | -11.62% |
| DB DEUTSCHE BK AG | NAMEN AKT | 4,641 | $157,041 | 0.00% | 2026-06-30 | 2026-08-07 | +6.96% | |
| ADSK AUTODESK INC | United States | COM | 790 | $153,592 | 0.00% | 2026-06-30 | 2026-08-07 | +4.51% |
| WFC WELLS FARGO & CO | United States | COM | 1,836 | $151,727 | 0.00% | 2026-06-30 | 2026-08-07 | -2.61% |
| ORCL ORACLE CORP | United States | COM | 995 | $145,817 | 0.00% | 2026-06-30 | 2026-08-07 | -5.98% |
| WDFC WD 40 CO | United States | COM | 570 | $138,875 | 0.00% | 2026-06-30 | 2026-08-07 | -16.68% |
| GAM GENERAL AMERN INVS CO INC | United States | COM | 2,125 | $135,469 | 0.00% | 2026-06-30 | 2026-08-07 | -0.02% |
| ECL ECOLAB INC | United States | COM | 486 | $135,405 | 0.00% | 2026-06-30 | 2026-08-07 | -0.27% |
| USB US BANCORP | United States | COM NEW | 2,220 | $134,088 | 0.00% | 2026-06-30 | 2026-08-07 | -3.74% |
| COF CAPITAL ONE FINL CORP | United States | COM | 667 | $133,813 | 0.00% | 2026-06-30 | 2026-08-07 | -2.07% |
| CARR CARRIER GLOBAL CORPORATION | United States | COM | 1,775 | $130,197 | 0.00% | 2026-06-30 | 2026-08-07 | -24.50% |
| NTR NUTRIEN LTD | COM | 2,066 | $130,030 | 0.00% | 2026-06-30 | 2026-08-07 | +13.07% | |
| P EVERPURE INC | United States | CL A | 1,650 | $130,004 | 0.00% | 2026-06-30 | 2026-08-07 | +65.06% |
| CIEN CIENA CORP | United States | COM NEW | 250 | $122,640 | 0.00% | 2026-06-30 | 2026-08-07 | -27.65% |
| RGLD ROYAL GOLD INC | United States | COM | 612 | $122,161 | 0.00% | 2026-06-30 | 2026-08-07 | +19.70% |
| LNG CHENIERE ENERGY INC | United States | COM NEW | 509 | $121,656 | 0.00% | 2026-06-30 | 2026-08-07 | +11.83% |
| SOLS SOLSTICE ADVANCED MATLS INC | United States | COM SHS | 1,364 | $120,850 | 0.00% | 2026-06-30 | 2026-08-07 | -36.78% |
| GWW WW GRAINGER INC | United States | COM | 86 | $116,995 | 0.00% | 2026-06-30 | 2026-08-07 | -8.21% |
| MPWR MONOLITHIC PWR SYS INC | United States | COM | 84 | $116,118 | 0.00% | 2026-06-30 | 2026-08-07 | -1.91% |
| AER AERCAP HOLDINGS NV | SHS | 795 | $115,895 | 0.00% | 2026-06-30 | 2026-08-07 | -0.47% | |
| MELI MERCADOLIBRE INC | COM | 68 | $115,423 | 0.00% | 2026-06-30 | 2026-08-07 | +1.62% | |
| GD GENERAL DYNAMICS CORP | United States | COM | 321 | $113,711 | 0.00% | 2026-06-30 | 2026-08-07 | -6.18% |
| MTD METTLER TOLEDO INTERNATIONAL | COM | 87 | $111,143 | 0.00% | 2026-06-30 | 2026-08-07 | +20.34% | |
| HRI HERC HLDGS INC | United States | COM | 768 | $110,084 | 0.00% | 2026-06-30 | 2026-08-07 | -11.23% |
| MSTR STRATEGY INC | United States | CL A NEW | 1,250 | $108,663 | 0.00% | 2026-06-30 | 2026-08-07 | +77.92% |
| CLX CLOROX CO DEL | United States | COM | 1,135 | $108,324 | 0.00% | 2026-06-30 | 2026-08-07 | -14.50% |
| PGR PROGRESSIVE CORP | United States | COM | 485 | $105,948 | 0.00% | 2026-06-30 | 2026-08-07 | -3.63% |
| MTZ MASTEC INC | United States | COM | 250 | $104,015 | 0.00% | 2026-06-30 | 2026-08-07 | -49.47% |
| BG BUNGE GLOBAL SA | Switzerland | COM SHS | 940 | $100,326 | 0.00% | 2026-06-30 | 2026-08-07 | +1.32% |
| UBER UBER TECHNOLOGIES INC | United States | COM | 1,379 | $99,509 | 0.00% | 2026-06-30 | 2026-08-07 | -3.88% |
| GIS GENERAL MILLS INC | United States | COM | 2,846 | $99,041 | 0.00% | 2026-06-30 | 2026-08-07 | -2.82% |
| PHYS SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL GOLD TR | 3,250 | $98,053 | 0.00% | 2026-06-30 | 2026-08-07 | +4.24% |
| CMCSA COMCAST CORP NEW | United States | CL A | 3,989 | $97,930 | 0.00% | 2026-06-30 | 2026-08-07 | -12.02% |
| GILD GILEAD SCIENCES INC | United States | COM | 766 | $96,776 | 0.00% | 2026-06-30 | 2026-08-07 | +19.74% |
| CLH CLEAN HARBORS INC | United States | COM | 310 | $92,613 | 0.00% | 2026-06-30 | 2026-08-07 | +4.33% |
| IVZ INVESCO LTD | United States | SHS | 3,470 | $91,574 | 0.00% | 2026-06-30 | 2026-08-07 | +15.27% |
| HCA HCA HEALTHCARE INC | United States | COM | 225 | $87,725 | 0.00% | 2026-06-30 | 2026-08-07 | +10.71% |
| CC CHEMOURS CO | United States | COM | 4,232 | $86,841 | 0.00% | 2026-06-30 | 2026-08-07 | -32.31% |
| AMRZ AMRIZE LTD | SHS | 1,629 | $86,826 | 0.00% | 2026-06-30 | 2026-08-07 | -29.25% | |
| FOXA FOX CORP | United States | CL A COM | 1,640 | $85,542 | 0.00% | 2026-06-30 | 2026-08-07 | +19.79% |
| CBRE CBRE GROUP INC | United States | CL A | 629 | $84,720 | 0.00% | 2026-06-30 | 2026-08-07 | -2.86% |
| PCT PURECYCLE TECHNOLOGIES INC | United States | COM | 10,432 | $84,604 | 0.00% | 2026-06-30 | 2026-08-07 | -45.38% |
| CPA COPA HOLDINGS SA | CL A | 528 | $82,141 | 0.00% | 2026-06-30 | 2026-08-07 | -14.48% | |
| MCO MOODYS CORP | United States | COM | 179 | $81,072 | 0.00% | 2026-06-30 | 2026-08-07 | +0.42% |
| AG FIRST MAJESTIC SILVER CORP | COM | 4,700 | $79,721 | 0.00% | 2026-06-30 | 2026-08-07 | +6.60% | |
| NXPI NXP SEMICONDUCTORS N V | COM | 277 | $77,845 | 0.00% | 2026-06-30 | 2026-08-07 | -15.86% | |
| OMC OMNICOM GROUP INC | United States | COM | 1,042 | $75,889 | 0.00% | 2026-06-30 | 2026-08-07 | +1.80% |
| VRNS VARONIS SYS INC | United States | COM | 1,800 | $75,528 | 0.00% | 2026-06-30 | 2026-08-07 | +12.27% |
| EXPD EXPEDITORS INTL WASH INC | United States | COM | 445 | $72,526 | 0.00% | 2026-06-30 | 2026-08-07 | +15.45% |
| CCI CROWN CASTLE INC | United States | COM | 950 | $71,943 | 0.00% | 2026-06-30 | 2026-08-07 | -11.44% |
| CNQ CANADIAN NAT RES LTD MED TER | COM | 1,805 | $71,353 | 0.00% | 2026-06-30 | 2026-08-07 | +19.42% | |
| SLF SUN LIFE FINANCIAL INC. | COM | 906 | $71,063 | 0.00% | 2026-06-30 | 2026-08-07 | +0.82% | |
| HSIC SCHEIN HENRY INC | United States | COM | 850 | $70,992 | 0.00% | 2026-06-30 | 2026-08-07 | +1.74% |
| CRSP CRISPR THERAPEUTICS AG | NAMEN AKT | 1,300 | $70,902 | 0.00% | 2026-06-30 | 2026-08-07 | +2.68% | |
| IMO IMPERIAL OIL LTD | COM NEW | 630 | $70,675 | 0.00% | 2026-06-30 | 2026-08-07 | +8.78% | |
| KHC KRAFT HEINZ CO | United States | COM | 2,908 | $68,687 | 0.00% | 2026-06-30 | 2026-08-07 | -0.72% |
| RCL ROYAL CARIBBEAN GROUP | United States | COM | 210 | $66,681 | 0.00% | 2026-06-30 | 2026-08-07 | -17.91% |
| PODD INSULET CORP | United States | COM | 425 | $64,707 | 0.00% | 2026-06-30 | 2026-08-07 | -12.75% |
| OXY OCCIDENTAL PETE CORP | United States | COM | 1,324 | $64,307 | 0.00% | 2026-06-30 | 2026-08-07 | +13.12% |
| MAN MANPOWERGROUP INC WIS | United States | COM | 1,873 | $63,252 | 0.00% | 2026-06-30 | 2026-08-07 | +67.49% |
| ON ON SEMICONDUCTOR CORP | United States | COM | 666 | $62,964 | 0.00% | 2026-06-30 | 2026-08-07 | -19.66% |
| AME AMETEK INC | United States | COM | 260 | $62,904 | 0.00% | 2026-06-30 | 2026-08-07 | +3.65% |
| FIS FIDELITY NATL INFORMATION SV | United States | COM | 1,600 | $62,208 | 0.00% | 2026-06-30 | 2026-08-07 | -14.22% |
| VGNT VERSIGENT PLC | ORDINARY SHARES | 1,474 | $61,917 | 0.00% | 2026-06-30 | 2026-08-07 | +8.69% | |
| VTRS VIATRIS INC | United States | COM | 3,642 | $57,834 | 0.00% | 2026-06-30 | 2026-08-07 | +14.11% |
| ETR ENTERGY CORP NEW | United States | COM | 500 | $57,430 | 0.00% | 2026-06-30 | 2026-08-07 | -13.15% |
| L LOEWS CORP | United States | COM | 503 | $56,945 | 0.00% | 2026-06-30 | 2026-08-07 | -6.43% |
| CI THE CIGNA GROUP | United States | COM | 204 | $56,239 | 0.00% | 2026-06-30 | 2026-08-07 | -0.15% |
| TER TERADYNE INC | United States | COM | 115 | $55,642 | 0.00% | 2026-06-30 | 2026-08-07 | -16.70% |
| RBLX ROBLOX CORP | United States | CL A | 1,000 | $54,380 | 0.00% | 2026-06-30 | 2026-08-07 | -24.27% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 220 | $54,168 | 0.00% | 2026-06-30 | 2026-08-07 | -9.98% |
| UPS UNITED PARCEL SVCS INC | United States | CL B | 495 | $53,213 | 0.00% | 2026-06-30 | 2026-08-07 | -12.62% |
| ALNY ALNYLAM PHARMACEUTICALS INC | United States | COM | 175 | $52,680 | 0.00% | 2026-06-30 | 2026-08-07 | -15.60% |
| FDXF FEDEX FGHT HLDG CO INC | United States | COMMON STOCK | 348 | $52,548 | 0.00% | 2026-06-30 | 2026-08-07 | -25.79% |
| SLV ISHARES SILVER TR | United States | ISHARES | 970 | $51,866 | 0.00% | 2026-06-30 | 2026-08-07 | +3.76% |
| MNST MONSTER BEVERAGE CORP NEW | United States | COM | 534 | $51,328 | 0.00% | 2026-06-30 | 2026-08-07 | — split 2026-07-20, ratio not on file |
| H HYATT HOTELS CORP | United States | COM CL A | 262 | $50,786 | 0.00% | 2026-06-30 | 2026-08-07 | -16.42% |
| GBX GREENBRIER COS INC | United States | COM | 1,026 | $50,284 | 0.00% | 2026-06-30 | 2026-08-07 | -16.12% |
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