Evelyn Partners Group Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 55.9%; sector active share 20.3% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
550 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.8% | $1,433,022,179 |
| Financial Services | 18.0% | $1,039,138,489 |
| Healthcare | 15.6% | $899,770,479 |
| Communication Services | 10.7% | $616,938,696 |
| Consumer Cyclical | 9.9% | $572,753,298 |
| Unclassified | 6.5% | $375,392,233 |
| Basic Materials | 5.3% | $303,615,692 |
| Consumer Defensive | 3.4% | $196,597,516 |
| Industrials | 3.3% | $189,921,886 |
| Energy | 1.2% | $67,871,794 |
| Utilities | 1.1% | $61,354,678 |
| Real Estate | 0.3% | $18,794,350 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AZN |
Astrazeneca PLC
Healthcare
|
First | 2,237,205 | $424,218,810 | 7.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,135,205 | $405,688,208 | 7.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,573,537 | $375,036,807 | 6.49% | |
| MSFT |
Microsoft Corp
Technology
|
First | 934,190 | $348,471,552 | 6.03% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 561,594 | $268,200,444 | 4.64% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,269,050 | $253,924,212 | 4.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 389,406 | $194,854,865 | 3.37% | |
| AAPL |
Apple Inc.
Technology
|
First | 616,120 | $178,280,481 | 3.09% | |
| V |
Visa Inc.
Financial Services
|
First | 509,067 | $174,655,795 | 3.02% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
First | 1,354,624 | $144,944,768 | 2.51% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 365,938 | $129,044,373 | 2.23% | |
| CB |
Chubb Ltd
Financial Services
|
First | 366,014 | $124,715,607 | 2.16% | |
| SYK |
Stryker Corp
Healthcare
|
First | 396,034 | $124,687,343 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 357,839 | $117,131,437 | 2.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 181,201 | $102,068,709 | 1.77% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 1,116,793 | $90,761,765 | 1.57% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 213,925 | $80,810,168 | 1.40% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 297,561 | $75,571,565 | 1.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 69,625 | $70,416,634 | 1.22% | |
| MA |
Mastercard Inc
Financial Services
|
First | 133,786 | $68,712,487 | 1.19% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 117,349 | $58,834,093 | 1.02% | |
| VT |
VANGUARD TOTAL WORLD STOCK INDEX FUND
|
First | 363,966 | $57,124,463 | 0.99% | |
| IEX |
Idex Corp /De/
Industrials
|
First | 250,896 | $56,940,845 | 0.99% | |
| GLD |
Spdr Gold Trust
|
First | 144,360 | $53,179,333 | 0.92% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 148,484 | $52,463,848 | 0.91% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 590,293 | $51,810,013 | 0.90% | |
| LIN |
Linde PLC
Basic Materials
|
First | 93,333 | $48,434,225 | 0.84% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 849,456 | $48,402,000 | 0.84% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
First | 1,168,036 | $46,990,087 | 0.81% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
First | 115,547 | $45,950,729 | 0.80% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
First | 576,299 | $45,423,885 | 0.79% | |
| URTH |
iShares MSCI World ETF
|
First | 206,107 | $41,765,521 | 0.72% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 97,967 | $40,718,022 | 0.71% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 259,386 | $39,296,978 | 0.68% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
First | 12,043 | $38,488,702 | 0.67% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 30,954 | $37,127,157 | 0.64% | |
| TTE |
TotalEnergies SE
Energy
|
First | 436,468 | $33,939,750 | 0.59% | |
| 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% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 176,300 | $28,602,354 | 0.50% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 161,750 | $27,478,088 | 0.48% | |
| 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 | 0.44% | |
| 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% | |
| FTCS |
First Trust Capital Strength ETF
|
First | 223,465 | $20,987,832 | 0.36% |
Showing the top 50 of 550 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.