Evelyn Partners Group
Aggregated across 4 affiliated filers
$46.9B 13F equity value
661 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Evelyn Partners Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | 2,237,205 | $41.5B | 88.6% |
| GOOGL | ALPHABET INC | 1,135,205 | $406M | 0.9% |
| AMZN | AMAZON COM INC | 1,573,537 | $375M | 0.8% |
| MSFT | MICROSOFT CORP | 934,190 | $348M | 0.7% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 561,594 | $268M | 0.6% |
| NVDA | NVIDIA CORPORATION | 1,269,050 | $254M | 0.5% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 389,406 | $195M | 0.4% |
| AAPL | APPLE INC | 616,120 | $178M | 0.4% |
| V | VISA INC | 509,067 | $175M | 0.4% |
| CRH | CRH PLC | 1,354,624 | $145M | 0.3% |
Track Evelyn Partners Group's 13F portfolio: $46.9B in reported holdings, 661 positions. Top holdings and quarterly changes on SentiSense.
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