Evelyn Partners Group Ltd

CIK

2146944

Location

LONDON, X0

Portfolio Value

Mid $5,834,974,818

Diversification

Diversified

Reports for

Evelyn Partners Investment Management LLP Evelyn Partners Investment Management Services Ltd Evelyn Partners Asset Management Ltd Evelyn Partners Investment Management (Europe) Ltd

Filing Date

Jun 30, 2026

Global Rank

#786 / 8,795 · as of Jun 2026

Top Industry

Semiconductors 11.4%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

516 tracked positions · as of Jun 30, 2026

Top Position

7.9%

of portfolio value

Top 5

32.1%

of portfolio value

Top 10

48.3%

of portfolio value

HHI

315

Diversified

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.6%	$1,433,022,179	76
Financial Services	17.8%	$1,039,138,631	76
Healthcare	15.4%	$899,770,479	63
Communication Services	10.6%	$616,938,696	24
Consumer Cyclical	9.8%	$572,753,298	44
Unclassified	7.5%	$435,195,619	43
Basic Materials	5.2%	$303,615,692	38
Consumer Defensive	3.4%	$196,597,516	30
Industrials	3.3%	$189,921,886	78
Energy	1.2%	$67,871,794	29
Utilities	1.1%	$61,354,678	7
Real Estate	0.3%	$18,794,350	8

Portfolio Positions

Compact Export CSV View 13F filing

516 tracked positions · $5,834,974,818 total · filing declares 1,185 positions · $46,864,985,054 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 516 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	First	1,283,689	—	$458,152,056	—	7.85%
AZN	Astrazeneca PLC Healthcare	First	2,237,205	—	$424,218,810	—	7.27%
AMZN	Amazon Com Inc Consumer Cyclical	First	1,573,537	—	$375,036,807	—	6.43%
MSFT	Microsoft Corp Technology	First	934,190	—	$348,471,552	—	5.97%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	First	561,594	—	$268,200,444	—	4.60%
NVDA	Nvidia Corp Technology	First	1,269,050	—	$253,924,212	—	4.35%
BRK-B	Berkshire Hathaway Inc Financial Services	First	389,406	—	$194,854,865	—	3.34%
AAPL	Apple Inc. Technology	First	616,120	—	$178,280,481	—	3.06%
V	Visa Inc. Financial Services	First	509,067	—	$174,655,795	—	2.99%
CRH	Crh Public Ltd Co Basic Materials	First	1,354,624	—	$144,944,768	—	2.48%
APH	Amphenol Corp /De/ Technology	First	365,938	—	$129,044,373	—	2.21%
CB	Chubb Ltd Financial Services	First	366,014	—	$124,715,607	—	2.14%
SYK	Stryker Corp Healthcare	First	396,034	—	$124,687,343	—	2.14%
JPM	Jpmorgan Chase & Co Financial Services	First	357,839	—	$117,131,437	—	2.01%
META	Meta Platforms, Inc. Communication Services	First	181,201	—	$102,068,709	—	1.75%
KO	Coca Cola Co Consumer Defensive	First	1,116,793	—	$90,761,765	—	1.56%
AVGO	Broadcom Inc. Technology	First	213,925	—	$80,810,168	—	1.38%
JNJ	Johnson & Johnson Healthcare	First	297,561	—	$75,571,565	—	1.30%
GS	Goldman Sachs Group Inc Financial Services	First	69,625	—	$70,416,634	—	1.21%
MA	Mastercard Inc Financial Services	First	133,786	—	$68,712,487	—	1.18%
VEU	Vanguard FTSE All-World Ex-US ETF	First	443,263	—	$60,773,979	—	1.04%
TMO	Thermo Fisher Scientific Inc. Healthcare	First	117,349	—	$58,834,093	—	1.01%
IEX	Idex Corp /De/ Industrials	First	250,896	—	$56,940,845	—	0.98%
GLD	Spdr Gold Trust	First	144,360	—	$53,179,333	—	0.91%
NEE	Nextera Energy Inc Utilities	First	590,293	—	$51,810,013	—	0.89%
LIN	Linde PLC Basic Materials	First	93,333	—	$48,434,225	—	0.83%
BAC	Bank Of America Corp /De/ Financial Services	First	849,456	—	$48,402,000	—	0.83%
CEF	Sprott Physical Gold & Silver Trust Financial Services	First	1,168,036	—	$46,990,087	—	0.81%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	First	369,668	—	$46,858,847	—	0.80%
ISRG	Intuitive Surgical Inc Healthcare	First	115,547	—	$45,950,729	—	0.79%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	First	436,100	—	$45,889,910	—	0.79%
NDAQ	Nasdaq, Inc. Financial Services	First	576,299	—	$45,423,885	—	0.78%
BKF	iShares MSCI BIC ETF	First	225,880	—	$42,912,802	—	0.74%
UNH	Unitedhealth Group Inc Healthcare	First	97,967	—	$40,718,022	—	0.70%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	First	259,386	—	$39,296,978	—	0.67%
AZO	Autozone Inc Consumer Cyclical	First	12,043	—	$38,488,702	—	0.66%
LLY	ELI LILLY & Co Healthcare	First	30,954	—	$37,127,157	—	0.64%
TTE	TotalEnergies SE Energy	First	436,468	—	$33,939,750	—	0.58%
BKNG	Booking Holdings Inc. Consumer Cyclical	First	179,622	—	$32,015,824	—	0.55%
MCD	Mcdonalds Corp Consumer Cyclical	First	115,914	—	$31,332,711	—	0.54%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	First	410,216	—	$30,688,256	—	0.53%
VB	Vanguard Morningstar Small-Cap ETF	First	176,300	—	$28,602,354	—	0.49%
ANET	Arista Networks, Inc. Technology	First	161,750	—	$27,478,088	—	0.47%
FCX	Freeport-Mcmoran Inc Basic Materials	First	433,369	—	$27,254,575	—	0.47%
DIS	Walt Disney Co Communication Services	First	282,681	—	$27,208,044	—	0.47%
WMT	Walmart Inc. Consumer Defensive	First	226,880	—	$25,696,426	—	0.44%
SW	Smurfit Westrock plc Consumer Cyclical	First	546,588	—	$25,285,159	—	0.43%
ADP	Automatic Data Processing Inc Technology	First	101,016	—	$22,622,531	—	0.39%
PANW	Palo Alto Networks Inc Technology	First	65,033	—	$22,177,552	—	0.38%
SPY	Spdr S&P 500 ETF Trust	First	29,458	—	$21,998,349	—	0.38%

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.