StockDrifts LogoStockDrifts

Evelyn Partners Group 13F Portfolio

Portfolio Manager
Evelyn Partners Group Ltd
Performance
0% (N/A)
AUM (13F)
$46.86B
# of Holdings
551
Performance Rank
N/A
Allocation (Top 20)
95.57%
Latest filing
Q2 2026

Evelyn Partners Group Ltd Holdings Map

Top 50 Evelyn Partners Group Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AZN
ASTRAZENECA PLC
88.6%2.24M$41.52Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 2.24M shares
$191.75(-15.51%)
2026-06-30
GOOGL
ALPHABET INC
0.87%1.14M$405.7Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 1.14M shares
$315.43(+11.42%)
2026-06-30
AMZN
AMAZON COM INC
0.8%1.57M$375.0Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 1.57M shares
$219.64(+25.18%)
2026-06-30
MSFT
MICROSOFT CORP
0.74%934.2K$348.5Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 934.2K shares
$365.99(+37.37%)
2026-06-30
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.57%561.6K$268.2Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 561.6K shares
$397.04(+6.69%)
2026-06-30
NVDA
NVIDIA CORPORATION
0.54%1.27M$253.9Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 1.27M shares
$182.63(+20.71%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.42%389.4K$194.9Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 389.4K shares
$487.53(+7.35%)
2026-06-30
AAPL
APPLE INC
0.38%616.1K$178.3Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 616.1K shares
$267.99(+14.43%)
2026-06-30
V
VISA INC
0.37%509.1K$174.7Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 509.1K shares
$321.32(+12.48%)
2026-06-30
CRH
CRH PLC
0.31%1.35M$144.9Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 1.35M shares
$104.46(-2.18%)
2026-06-30

About Evelyn Partners Group Ltd’s portfolio

Evelyn Partners Group Ltd reports $46.86B in US-listed equity holdings across 551 positions in its most recent 13F filing. Its largest disclosed positions are AZN (88.6%), GOOGL (0.9%) and AMZN (0.8%). The top 20 holdings account for 95.57% of reported assets. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AZN — 90.4% ($41.52B)GOOGL — 0.9% ($405.69M)AMZN — 0.8% ($375.04M)MSFT — 0.8% ($348.47M)TSM — 0.6% ($268.20M)NVDA — 0.6% ($253.92M)BRK.B — 0.4% ($194.86M)AAPL — 0.4% ($178.28M)V — 0.4% ($174.66M)CRH — 0.3% ($144.94M)Other — 4.5% ($2.05B)
96%in top 10
  • AZN90.4%
  • GOOGL0.9%
  • AMZN0.8%
  • MSFT0.8%
  • TSM0.6%
  • NVDA0.6%
  • BRK.B0.4%
  • AAPL0.4%
  • V0.4%
  • CRH0.3%
  • Other4.5%

Unlock alerts, watchlists & AI chat

Sign up free to track Evelyn Partners Group Ltd, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Evelyn Partners Group Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2146944). View Evelyn Partners Group Ltd’s 13F filings on SEC

More 13F analyses

View all