Evelyn Partners Group Ltd
13F portfolio as of Jun 30, 2026 · due to the SEC by Aug 14, 2026
- Filer
- Evelyn Partners Group Ltd
- SEC CIK
- 0002146944 · 13F filings on EDGAR ↗
- Latest 13F
- Quarter ended Jun 30, 2026
- Securities held
- 551
- Total value
- $46.86B
At Jun 30, 2026, Evelyn Partners Group Ltd reported 551 securities worth $46.86B on Form 13F. Their largest reported line was AZN, at $41.52B.
Showing the 10 largest of 551 securities. Totals above cover the whole portfolio. Position detail is stored for the largest 17, covering 95.1% of portfolio value.
10 largest positions
Ranked by value across position types · quarter ended Jun 30, 2026
| # | Holding | Value | Shares or principal |
|---|---|---|---|
| 1 | AZN | $41.52B | 2.2M |
| 2 | GOOGL | $405.69M | 1.1M |
| 3 | AMZN | $375.04M | 1.6M |
| 4 | MSFT | $348.47M | 934.2K |
| 5 | TSM | $268.20M | 561.6K |
| 6 | NVDA | $253.92M | 1.3M |
| 7 | BRKB | $194.86M | 389.4K |
| 8 | AAPL | $178.28M | 616.1K |
| 9 | V | $174.66M | 509.1K |
| 10 | CRH | $144.94M | 1.4M |
What this covers
Form 13F covers long positions in US-listed equities and listed options. Short positions, cash, bonds, foreign-listed holdings and most derivatives are outside it, so this is a partial view of the manager rather than their portfolio. Managers file within 45 days of quarter end, so holdings are a snapshot of Jun 30, 2026 that reached the public later. The figures are self-reported by the filer. Where a manager filed an amendment, the amended report is the one used here, and a manager filing through several entities is aggregated into one book.
Programmatic access
Everything on this page is served by the Distill API and by the MCP server at mcp.distillmarkets.com. A free key is issued at sign-up with no card; the full reference is in the docs.
- This quarter: whole-book totals and the largest positions (every position, with weights, on Analyst)
- curlcurl -H "X-Api-Key: $DISTILL_API_KEY" \https://api.distillmarkets.com/api/v1/sec/managers/0002146944
MCP tool:
get_manager_portfolio holder_key=0002146944 - Any earlier quarter on file
- curlcurl -H "X-Api-Key: $DISTILL_API_KEY" \https://api.distillmarkets.com/api/v1/sec/managers/0002146944?period=YYYY-MM-DD
MCP tool:
get_manager_portfolio holder_key=0002146944 period=YYYY-MM-DD
Not investment advice. Figures are shown as filed with the SEC. A 13F reports what a manager held at quarter end, not what they hold now.