Evelyn Partners Group Ltd
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
485 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.3% | $1,303,977,806 |
| Financial Services | 19.2% | $1,030,291,324 |
| Healthcare | 16.7% | $899,770,479 |
| Communication Services | 11.5% | $616,938,696 |
| Consumer Cyclical | 10.7% | $572,753,298 |
| Basic Materials | 5.7% | $303,615,692 |
| Consumer Defensive | 3.7% | $196,597,516 |
| Industrials | 3.5% | $189,916,177 |
| Unclassified | 2.1% | $110,231,054 |
| Energy | 1.3% | $67,871,794 |
| Utilities | 1.1% | $61,360,387 |
| Real Estate | 0.3% | $18,794,350 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,283,689 | $458,152,056 | 8.53% | |
| AZN |
Astrazeneca PLC
Healthcare
|
First | 2,237,205 | $424,218,810 | 7.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,573,537 | $375,036,807 | 6.98% | |
| MSFT |
Microsoft Corp
Technology
|
First | 934,190 | $348,471,552 | 6.49% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 561,594 | $268,200,444 | 4.99% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,269,050 | $253,924,212 | 4.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 389,406 | $194,854,865 | 3.63% | |
| AAPL |
Apple Inc.
Technology
|
First | 616,120 | $178,280,481 | 3.32% | |
| V |
Visa Inc.
Financial Services
|
First | 509,067 | $174,655,795 | 3.25% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
First | 1,354,624 | $144,944,768 | 2.70% | |
| CB |
Chubb Ltd
Financial Services
|
First | 366,014 | $124,715,607 | 2.32% | |
| SYK |
Stryker Corp
Healthcare
|
First | 396,034 | $124,687,343 | 2.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 357,839 | $117,131,437 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 181,201 | $102,068,709 | 1.90% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 1,116,793 | $90,761,765 | 1.69% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 213,925 | $80,810,168 | 1.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 297,561 | $75,571,565 | 1.41% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 69,625 | $70,416,634 | 1.31% | |
| MA |
Mastercard Inc
Financial Services
|
First | 133,786 | $68,712,487 | 1.28% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 117,349 | $58,834,093 | 1.10% | |
| IEX |
Idex Corp /De/
Industrials
|
First | 250,896 | $56,940,845 | 1.06% | |
| GLD |
Spdr Gold Trust
|
First | 144,360 | $53,179,333 | 0.99% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 590,293 | $51,810,013 | 0.96% | |
| LIN |
Linde PLC
Basic Materials
|
First | 93,333 | $48,434,225 | 0.90% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 849,456 | $48,402,000 | 0.90% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
First | 1,168,036 | $46,990,087 | 0.87% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
First | 115,547 | $45,950,729 | 0.86% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
First | 576,299 | $45,423,885 | 0.85% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 97,967 | $40,718,022 | 0.76% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 259,386 | $39,296,978 | 0.73% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
First | 12,043 | $38,488,702 | 0.72% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 30,954 | $37,127,157 | 0.69% | |
| TTE |
TotalEnergies SE
Energy
|
First | 436,468 | $33,939,750 | 0.63% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
First | 179,622 | $32,015,824 | 0.60% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 115,914 | $31,332,711 | 0.58% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
First | 410,216 | $30,688,256 | 0.57% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 161,750 | $27,478,088 | 0.51% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
First | 433,369 | $27,254,575 | 0.51% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 282,681 | $27,208,044 | 0.51% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 226,880 | $25,696,426 | 0.48% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
First | 546,588 | $25,285,159 | 0.47% | |
| ADP |
Automatic Data Processing Inc
Technology
|
First | 101,016 | $22,622,531 | 0.42% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 65,033 | $22,177,552 | 0.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 29,458 | $21,998,349 | 0.41% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 292,561 | $20,888,855 | 0.39% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
First | 134,431 | $20,854,280 | 0.39% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
First | 53,553 | $19,937,245 | 0.37% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 166,075 | $19,507,167 | 0.36% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 132,778 | $19,470,563 | 0.36% | |
| SPGI |
S&P Global Inc.
Financial Services
|
First | 47,639 | $19,401,456 | 0.36% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.