Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Astrazeneca PLCCUSIP G0593M107 | $41.5B | 88.6% | |
| GOOGLAlphabet Inc | $405.7M | 0.9% | |
| AMZNAmazon Com Inc | $375.0M | 0.8% | |
| MSFTMicrosoft Corp | $348.5M | 0.7% | |
| TSMTaiwan Semiconductor Manufac | $268.2M | 0.6% | |
| NVDANvidia Corporation | $253.9M | 0.5% | |
| BRK/BBerkshire Hathaway Inc Del | $194.9M | 0.4% | |
| AAPLApple Inc | $178.3M | 0.4% | |
| VVisa Inc | $174.7M | 0.4% | |
| Crh PLCCUSIP G25508105 | $144.9M | 0.3% | |
| Chubb LimitedCUSIP H1467J104 | $124.7M | 0.3% | |
| SYKStryker Corporation | $124.7M | 0.3% | |
| JPMJpmorgan Chase & Co | $117.1M | 0.2% | |
| METAMeta Platforms Inc | $102.1M | 0.2% | |
| KOCoca Cola Co | $90.8M | 0.2% | |
| AVGOBroadcom Inc | $80.8M | 0.2% | |
| JNJJohnson & Johnson | $75.6M | 0.2% | |
| GSGoldman Sachs Group Inc | $70.4M | 0.2% | |
| MAMastercard Incorporated | $68.7M | 0.1% | |
| APHAmphenol Corp | $64.5M | 0.1% | |
| TMOThermo Fisher Scientific Inc | $58.8M | 0.1% | |
| IEXIdex Corp | $56.9M | 0.1% | |
| GLDSpdr Gold Tr | $53.2M | 0.1% | |
| GOOGAlphabet Inc | $52.5M | 0.1% | |
| NEENextera Energy Inc | $51.8M | 0.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evelyn Partners Group Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2146944&type=13F-HR&dateb=&owner=include&count=40CIK 2146944
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2146944/000142050626001454/Filed August 7, 2026 · accession 0001420506-26-001454