Evelyn Partners Group Ltd holds a concentrated book of 551 stocks worth $46.9B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is AstraZeneca PLC at 89% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Evelyn Partners Group Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $609.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $596.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $385.5B |
| Bank of New York Mellon Corp | 80 / 80 | $218.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $180.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $157.3B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $103.8B |
| LPL Financial LLC | 80 / 80 | $68.0B |
Ranked by how many of Evelyn Partners Group Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | AstraZeneca PLC ORD | $41.5B | 2.24M | 88.6% | ▲New New position | |
| 2 | Alphabet Inc CAP STK CL A | $405.7M | 1.14M | 0.9% | ▲New New position | |
| 3 | Amazon Com Inc COM | $375.0M | 1.57M | 0.8% | ▲New New position | |
| 4 | Microsoft Corp COM | $348.5M | 934.2K | 0.7% | ▲New New position | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $268.2M | 561.6K | 0.6% | ▲New New position | |
| 6 | Nvidia Corporation COM | $253.9M | 1.27M | 0.5% | ▲New New position | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $194.9M | 389.4K | 0.4% | ▲New New position | |
| 8 | Apple Inc COM | $178.3M | 616.1K | 0.4% | ▲New New position | |
| 9 | Visa Inc COM CL A | $174.7M | 509.1K | 0.4% | ▲New New position | |
| 10 | CRH PLC ORD | $144.9M | 1.35M | 0.3% | ▲New New position | |
| 11 | Chubb Limited COM | $124.7M | 366.0K | 0.3% | ▲New New position | |
| 12 | Stryker Corporation COM | $124.7M | 396.0K | 0.3% | ▲New New position | |
| 13 | JPMorgan Chase & Co COM | $117.1M | 357.8K | 0.2% | ▲New New position | |
| 14 | Meta Platforms Inc CL A | $102.1M | 181.2K | 0.2% | ▲New New position | |
| 15 | Coca Cola Co COM | $90.8M | 1.12M | 0.2% | ▲New New position | |
| 16 | Broadcom Inc COM | $80.8M | 213.9K | 0.2% | ▲New New position | |
| 17 | Johnson & Johnson COM | $75.6M | 297.6K | 0.2% | ▲New New position | |
| 18 | Goldman Sachs Group Inc COM | $70.4M | 69.6K | 0.2% | ▲New New position | |
| 19 | Mastercard Incorporated CL A | $68.7M | 133.8K | 0.1% | ▲New New position | |
| 20 | Amphenol Corp CL A | $64.5M | 365.9K | 0.1% | ▲New New position | |
| 21 | Thermo Fisher Scientific Inc COM | $58.8M | 117.3K | 0.1% | ▲New New position | |
| 22 | Idex Corp COM | $56.9M | 250.9K | 0.1% | ▲New New position | |
| 23 | SPDR Gold TR GOLD SHS | $53.2M | 144.4K | 0.1% | ▲New New position | |
| 24 | Alphabet Inc CAP STK CL C | $52.5M | 148.5K | 0.1% | ▲New New position | |
| 25 | NextEra Energy Inc COM | $51.8M | 590.3K | 0.1% | ▲New New position | |
| 26 | Linde PLC SHS | $48.4M | 93.3K | 0.1% | ▲New New position | |
| 27 | Bank Of Amer Corp COM | $48.4M | 849.5K | 0.1% | ▲New New position | |
| 28 | Vanguard Intl Equity Index F TT WRLD ST ETF | $48.0M | 364.0K | 0.1% | ▲New New position | |
| 29 | Sprott Asset Management LP PHYSICAL GOLD AN | $47.0M | 1.17M | 0.1% | ▲New New position | |
| 30 | Intuitive Surgical Inc COM NEW | $46.0M | 115.5K | 0.1% | ▲New New position | |
| 31 | Nasdaq Inc COM | $45.4M | 576.3K | 0.1% | ▲New New position | |
| 32 | Unitedhealth Group Inc COM | $40.7M | 98.0K | 0.1% | ▲New New position | |
| 33 | TJX Cos Inc New COM | $39.3M | 259.4K | 0.1% | ▲New New position | |
| 34 | Autozone Inc COM | $38.5M | 12.0K | 0.1% | ▲New New position | |
| 35 | Eli Lilly & Co COM | $37.1M | 31.0K | 0.1% | ▲New New position | |
| 36 | Ishares Inc MSCI WORLD ETF | $34.6M | 206.1K | 0.1% | ▲New New position | |
| 37 | Totalenergies SE ACT | $33.9M | 436.5K | 0.1% | ▲New New position | |
| 38 | Booking Holdings Inc COM | $32.0M | 179.6K | 0.1% | ▲New New position | |
| 39 | McDonalds Corp COM | $31.3M | 115.9K | 0.1% | ▲New New position | |
| 40 | Sunbelt Rentals Holdings Inc SHS | $30.7M | 410.2K | 0.1% | ▲New New position | |
| 41 | Vanguard World FD ESG INTL STK ETF | $29.6M | 226.2K | 0.1% | ▲New New position | |
| 42 | Arista Networks Inc COM SHS | $27.5M | 161.8K | 0.1% | ▲New New position | |
| 43 | Freeport McMoran Inc CL B | $27.3M | 433.4K | 0.1% | ▲New New position | |
| 44 | Disney Walt Co COM | $27.2M | 282.7K | 0.1% | ▲New New position | |
| 45 | Walmart Inc COM | $25.7M | 226.9K | 0.1% | ▲New New position | |
| 46 | First TR Exchange-Traded FD CAP STRENGTH ETF | $25.3M | 223.5K | 0.1% | ▲New New position | |
| 47 | Smurfit Westrock PLC SHS | $25.3M | 546.6K | 0.1% | ▲New New position | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $24.8M | 176.3K | 0.1% | ▲New New position | |
| 49 | Ishares TR SELECT DIVID ETF | $24.5M | 162.5K | 0.1% | ▲New New position | |
| 50 | Automatic Data Processing In COM | $22.6M | 101.0K | 0.0% | ▲New New position |
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Use Arkolith to show Evelyn Partners Group Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 1,185 | $46.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.