Funds › Evelyn Partners Group Ltd
Evelyn Partners Group Ltd
13F for Q3 2026, filed Nov 10, 2026. 669 positions worth $6.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$6.3B
−$40.6B (86.7%) vs Q2 2026
Positions
669
551 in Q2 2026
Top 10 share
49.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 946,509 | $485.5M | 7.8% | +1.3% | 13F ↗ |
| 2 | AMZN Amazon.com, Inc. | 1.61M | $400.6M | 6.4% | +2.2% | 13F ↗ |
| 3 | GOOGL Alphabet Inc. Class A | 1.15M | $395.4M | 6.3% | +1.2% | 13F ↗ |
| 4 | AZN AstraZeneca PLC | 2.26M | $367.8M | 5.9% | +0.9% | 13F ↗ |
| 5 | NVDA NVIDIA Corporation | 1.36M | $311.1M | 5.0% | +7.3% | 13F ↗ |
| 6 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 581,030 | $265.1M | 4.2% | +3.5% | 13F ↗ |
| 7 | TEVA Teva Pharmaceutical Industries Limited | 480 | $234.0M | 3.7% | New | 13F ↗ |
| 8 | AAPL Apple Inc. | 648,026 | $215.8M | 3.4% | +5.2% | 13F ↗ |
| 9 | BRK-B Berkshire Hathaway Inc. Class B | 405,117 | $201.7M | 3.2% | +4.0% | 13F ↗ |
| 10 | V Visa Inc. | 519,344 | $186.6M | 3.0% | +2.0% | 13F ↗ |
| 11 | JPM JPMorgan Chase & Co. | 384,319 | $127.1M | 2.0% | +7.4% | 13F ↗ |
| 12 | META Meta Platforms, Inc. | 170,498 | $123.6M | 2.0% | -5.9% | 13F ↗ |
| 13 | CB Chubb Limited | 372,151 | $121.0M | 1.9% | +1.7% | 13F ↗ |
| 14 | CRH Crh plc | 1.37M | $113.4M | 1.8% | +1.1% | 13F ↗ |
| 15 | SYK Stryker Corporation | 388,960 | $107.1M | 1.7% | -1.8% | 13F ↗ |
| 16 | AVGO Broadcom Inc. | 269,978 | $94.8M | 1.5% | +26.2% | 13F ↗ |
| 17 | KO Coca-Cola Company | 1.08M | $92.6M | 1.5% | -3.6% | 13F ↗ |
| 18 | JNJ Johnson & Johnson | 303,769 | $80.4M | 1.3% | +2.1% | 13F ↗ |
| 19 | MA Mastercard Incorporated | 141,151 | $77.8M | 1.2% | +5.5% | 13F ↗ |
| 20 | TMO Thermo Fisher Scientific Inc | 114,160 | $77.1M | 1.2% | -2.7% | 13F ↗ |
| 21 | APH Amphenol Corporation | 886,047 | $74.7M | 1.2% | +21.1% | 13F ↗ |
| 22 | IEX IDEX Corporation | 266,718 | $60.8M | 1.0% | +6.3% | 13F ↗ |
| 23 | GS Goldman Sachs Group, Inc. | 67,052 | $60.4M | 1.0% | -3.7% | 13F ↗ |
| 24 | NDAQ Nasdaq, Inc. | 621,102 | $57.1M | 0.9% | +7.8% | 13F ↗ |
| 25 | GLD SPDR Gold Shares · Gold Shs | 144,252 | $54.9M | 0.9% | -0.1% | 13F ↗ |
| 26 | NEE NextEra Energy, Inc. | 701,044 | $53.1M | 0.8% | +18.8% | 13F ↗ |
| 27 | CEF Sprott Physical Gold & Silver Trust · Physical Gold An | 1.26M | $52.4M | 0.8% | +8.0% | 13F ↗ |
| 28 | GOOG Alphabet Inc. Class C | 148,121 | $50.5M | 0.8% | -0.2% | 13F ↗ |
| 29 | ISRG Intuitive Surgical, Inc. | 122,618 | $49.9M | 0.8% | +6.1% | 13F ↗ |
| 30 | BAC Bank of America Corporation | 884,467 | $48.1M | 0.8% | +4.1% | 13F ↗ |
| 31 | LIN Linde plc | 99,090 | $47.0M | 0.8% | +6.2% | 13F ↗ |
| 32 | LLY Eli Lilly and Company | 39,961 | $46.2M | 0.7% | +29.1% | 13F ↗ |
| 33 | TTE TotalEnergies SE · Act | 437,443 | $37.5M | 0.6% | +0.2% | 13F ↗ |
| 34 | TJX TJX Companies, Inc. | 277,884 | $36.8M | 0.6% | +7.1% | 13F ↗ |
| 35 | UNH UnitedHealth Group Incorporated | 95,264 | $35.0M | 0.6% | -2.8% | 13F ↗ |
| 36 | iShares Inc Msci World Etf | 165,591 | $34.1M | 0.5% | -19.7% | 13F ↗ |
| 37 | ANET Arista Networks, Inc. | 160,359 | $32.6M | 0.5% | -0.9% | 13F ↗ |
| 38 | FCX Freeport-McMoRan, Inc. | 456,013 | $31.9M | 0.5% | +5.2% | 13F ↗ |
| 39 | Vanguard International Equity Index F Tt Wrld St Etf | 177,603 | $28.0M | 0.4% | -51.2% | 13F ↗ |
| 40 | NFLX Netflix, Inc. | 386,581 | $26.9M | 0.4% | +32.1% | 13F ↗ |
| 41 | SUNB Sunbelt Rentals Holdings, Inc. | 360,277 | $26.4M | 0.4% | -12.2% | 13F ↗ |
| 42 | DIS Walt Disney Company | 239,704 | $25.1M | 0.4% | -15.2% | 13F ↗ |
| 43 | WMT Walmart Inc. | 237,055 | $24.6M | 0.4% | +4.5% | 13F ↗ |
| 44 | PANW Palo Alto Networks, Inc. | 61,137 | $24.3M | 0.4% | -6.0% | 13F ↗ |
| 45 | NEM Newmont Corporation | 209,067 | $24.1M | 0.4% | +5.8% | 13F ↗ |
| 46 | CME CME Group Inc. | 89,989 | $23.6M | 0.4% | +32.6% | 13F ↗ |
| 47 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 30,318 | $23.1M | 0.4% | +2.9% | 13F ↗ |
| 48 | WPM Wheaton Precious Metals Corp | 172,045 | $23.0M | 0.4% | +1.5% | 13F ↗ |
| 49 | AZO AutoZone, Inc. | 8,086 | $22.9M | 0.4% | -32.9% | 13F ↗ |
| 50 | Vaneck ETF Trust Gold Miners Etf | 260,517 | $22.9M | 0.4% | -1.4% | 13F ↗ |
Showing the top 50 of 669 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
145 new, 141 added to, 167 trimmed, 27 exited, 216 unchanged. By estimated dollars.
New positions (145)
| TEVA Teva Pharmaceutical Industries Limited | 480 | New | $234.0M |
| XOM ExxonMobil Holdings Corporation | 122,358 | New | $19.9M |
| Vanguard International Equity Index F Ftse Pacific Etf | 160,313 | New | $18.6M |
| Vanguard World Fd Inf Tech Etf | 144,923 | New | $18.2M |
| Vanguard Index Fds Mrngstr Mid Cap | 161,864 | New | $12.7M |
| SSRM SSR Mining Inc. | 248,620 | New | $8.3M |
| First Tr Exchange-Traded Fd Etf | 44,958 | New | $7.4M |
| iShares Tr Core S&P500 Etf | 8,497 | New | $6.5M |
| iShares Tr Etf | 50,104 | New | $5.1M |
| First Tr Exchange-Traded Fd | 79,581 | New | $3.7M |
Added to (141)
| NVDA NVIDIA Corporation | 1.36M | +7.3% | $21.3M |
| AVGO Broadcom Inc. | 269,978 | +26.2% | $19.7M |
| Vanguard World Fd Energy Etf | 91,514 | +788% | $14.0M |
| APH Amphenol Corporation | 886,047 | +21.1% | $13.0M |
| AAPL Apple Inc. | 648,026 | +5.2% | $10.6M |
| LLY Eli Lilly and Company | 39,961 | +29.1% | $10.4M |
| PLD Prologis, Inc. | 151,916 | +100% | $9.9M |
| Spdr Series Trust St Str Sp Div | 72,582 | +1148% | $9.8M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 581,030 | +3.5% | $8.9M |
| JPM JPMorgan Chase & Co. | 384,319 | +7.4% | $8.8M |
Trimmed (167)
| Vanguard Index Fds S&P 500 Etf Shs | 14,849 | -91.6% | -$113.2M |
| Vanguard International Equity Index F Tt Wrld St Etf | 177,603 | -51.2% | -$29.4M |
| iShares Tr Select Divid Etf | 430 | -99.7% | -$24.6M |
| Vanguard World Fd Esg Intl Stk Etf | 3,154 | -98.6% | -$18.1M |
| First Tr Exchange-Traded Fd Wtr Etf | 20,883 | -88.9% | -$17.4M |
| AZO AutoZone, Inc. | 8,086 | -32.9% | -$11.2M |
| MCD McDonald's Corporation | 67,623 | -41.7% | -$11.2M |
| iShares Tr Bond Etf | 33,819 | -75.3% | -$10.7M |
| AJG Arthur J. Gallagher & Co. | 26,146 | -62.5% | -$9.9M |
| ADP Automatic Data Processing, Inc. | 68,505 | -32.2% | -$8.4M |
Exited (27)
| Wisdomtree Tr India Erngs Fd | 18,862 | Exited | -$1.4M |
| Electronic Arts Inc | 3,855 | Exited | -$790.4K |
| Exxon Mobil Corp | 4,466 | Exited | -$610.6K |
| TCOM Trip.com Group Limited · ADR | 4,912 | Exited | -$195.7K |
| DB Deutsche Bank AG | 4,641 | Exited | -$157.0K |
| First Tr Exchng Traded Fd Vi Smith Opport Fxd | 1,554 | Exited | -$67.8K |
| Pimco ETF Tr Enhan Shrt Ma Ac | 580 | Exited | -$58.5K |
| BlackRock Floating Rate Inco | 3,933 | Exited | -$43.2K |
| TTEK Tetra Tech, Inc. | 1,155 | Exited | -$33.4K |
| IRTC iRhythm Holdings, Inc. | 245 | Exited | -$29.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer