Vault-13

Evelyn Partners Group Ltd

LONDON, X0 · CIK 2146944 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$5.9bn reported value
551positions
48.8%in top 10
—no comparable previous quarter

This report includes the holdings of 4 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ASTRAZENECA PLC ORD AZN AZN 2,237,205 $508.3m8.69% 8.69% First filing
2 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,135,205 $405.7m6.93% 6.93% First filing
3 AMAZON COM INC COM AMZN AMZN 1,573,537 $375.0m6.41% 6.41% First filing
4 MICROSOFT CORP COM MSFT MSFT 934,190 $348.5m5.96% 5.96% First filing
5 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 561,594 $268.2m4.58% 4.58% First filing
6 NVIDIA CORPORATION COM NVDA NVDA 1,269,050 $253.9m4.34% 4.34% First filing
7 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 389,406 $194.9m3.33% 3.33% First filing
8 APPLE INC COM AAPL AAPL 616,120 $178.3m3.05% 3.05% First filing
9 VISA INC COM CL A V V 509,067 $174.7m2.99% 2.99% First filing
10 CRH PLC ORD CRH CRH 1,354,624 $144.9m2.48% 2.48% First filing
11 CHUBB LIMITED COM CB CB 366,014 $124.7m2.13% 2.13% First filing
12 STRYKER CORPORATION COM SYK SYK 396,034 $124.7m2.13% 2.13% First filing
13 JPMORGAN CHASE & CO COM JPM JPM 357,839 $117.1m2.00% 2.00% First filing
14 META PLATFORMS INC CL A META META 181,201 $102.1m1.74% 1.74% First filing
15 COCA COLA CO COM KO KO 1,116,793 $90.8m1.55% 1.55% First filing
16 BROADCOM INC COM AVGO AVGO 213,925 $80.8m1.38% 1.38% First filing
17 JOHNSON & JOHNSON COM JNJ JNJ 297,561 $75.6m1.29% 1.29% First filing
18 GOLDMAN SACHS GROUP INC COM GS GS 69,625 $70.4m1.20% 1.20% First filing
19 MASTERCARD INCORPORATED CL A MA MA 133,786 $68.7m1.17% 1.17% First filing
20 AMPHENOL CORP CL A APH APH 365,938 $64.5m1.10% 1.10% First filing
21 THERMO FISHER SCIENTIFIC INC COM TMO TMO 117,349 $58.8m1.01% 1.01% First filing
22 IDEX CORP COM IEX IEX 250,896 $56.9m0.97% 0.97% First filing
23 SPDR GOLD TR GOLD SHS GLD GLD 144,360 $53.2m0.91% 0.91% First filing
24 ALPHABET INC CAP STK CL C GOOG GOOG 148,484 $52.5m0.90% 0.90% First filing
25 NEXTERA ENERGY INC COM NEE NEE 590,293 $51.8m0.89% 0.89% First filing
26 LINDE PLC SHS LIN LIN 93,333 $48.4m0.83% 0.83% First filing
27 BANK AMERICA CORP COM BAC BAC 849,456 $48.4m0.83% 0.83% First filing
28 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT VT 363,966 $48.0m0.82% 0.82% First filing
29 SPROTT ASSET MANAGEMENT LP TR UNIT CEF CEF 1,168,036 $47.0m0.80% 0.80% First filing
30 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 115,547 $46.0m0.79% 0.79% First filing
31 NASDAQ INC COM NDAQ NDAQ 576,299 $45.4m0.78% 0.78% First filing
32 UNITEDHEALTH GROUP INC COM UNH UNH 97,967 $40.7m0.70% 0.70% First filing
33 TJX COS INC NEW COM TJX TJX 259,386 $39.3m0.67% 0.67% First filing
34 AUTOZONE INC COM AZO AZO 12,043 $38.5m0.66% 0.66% First filing
35 ELI LILLY & CO COM LLY LLY 30,954 $37.1m0.63% 0.63% First filing
36 ISHARES INC MSCI WORLD ETF URTH URTH 206,107 $34.6m0.59% 0.59% First filing
37 TOTALENERGIES SE ACT TTE TTE 436,468 $33.9m0.58% 0.58% First filing
38 BOOKING HOLDINGS INC COM BKNG BKNG 179,622 $32.0m0.55% 0.55% First filing
39 MCDONALDS CORP COM MCD MCD 115,914 $31.3m0.54% 0.54% First filing
40 SUNBELT RENTALS HOLDINGS INC SHS SUNB SUNB 410,216 $30.7m0.52% 0.52% First filing
41 VANGUARD WORLD FD ESG INTL STK ETF VSGX VSGX 226,203 $29.6m0.51% 0.51% First filing
42 ARISTA NETWORKS INC COM SHS ANET ANET 161,750 $27.5m0.47% 0.47% First filing
43 FREEPORT-MCMORAN INC CL B FCX FCX 433,369 $27.3m0.47% 0.47% First filing
44 DISNEY WALT CO COM DIS DIS 282,681 $27.2m0.47% 0.47% First filing
45 WALMART INC COM WMT WMT 226,880 $25.7m0.44% 0.44% First filing
46 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS FTCS 223,465 $25.3m0.43% 0.43% First filing
47 SMURFIT WESTROCK PLC SHS SW SW 546,588 $25.3m0.43% 0.43% First filing
48 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 176,300 $24.8m0.42% 0.42% First filing
49 ISHARES TR SELECT DIVID ETF DVY DVY 162,484 $24.5m0.42% 0.42% First filing
50 AUTOMATIC DATA PROCESSING IN COM ADP ADP 101,016 $22.6m0.39% 0.39% First filing
51 PALO ALTO NETWORKS INC COM PANW PANW 65,033 $22.2m0.38% 0.38% First filing
52 SPDR S&P 500 ETF TR TR UNIT SPY SPY 29,458 $22.0m0.38% 0.38% First filing
53 ISHARES TR TIPS BD ETF TIP TIP 136,776 $21.5m0.37% 0.37% First filing
54 NETFLIX INC COM NFLX NFLX 292,561 $20.9m0.36% 0.36% First filing
55 AGNICO EAGLE MINES LTD COM AEM AEM 134,431 $20.9m0.36% 0.36% First filing
56 VANECK ETF TRUST GOLD MINERS ETF GDX GDX 264,210 $20.1m0.34% 0.34% First filing
57 FERRARI N V COM RACE RACE 53,553 $19.8m0.34% 0.34% First filing
58 CISCO SYS INC COM CSCO CSCO 166,075 $19.5m0.33% 0.33% First filing
59 PROCTER AND GAMBLE CO COM PG PG 132,778 $19.5m0.33% 0.33% First filing
60 WHEATON PRECIOUS METALS CORP COM WPM WPM 169,507 $19.0m0.33% 0.33% First filing
61 DANAHER CORPORATION COM DHR DHR 97,590 $18.6m0.32% 0.32% First filing
62 NEWMONT CORP COM NEM NEM 197,635 $18.5m0.32% 0.32% First filing
63 S&P GLOBAL INC COM SPGI SPGI 47,639 $18.4m0.31% 0.31% First filing
64 BLACKSTONE INC COM BX BX 150,333 $17.7m0.30% 0.30% First filing
65 AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM AVEM 178,307 $17.2m0.29% 0.29% First filing
66 CHEVRON CORP NEW COM CVX CVX 101,862 $16.9m0.29% 0.29% First filing
67 MARKEL GROUP INC COM MKL MKL 8,193 $16.0m0.27% 0.27% First filing
68 GALLAGHER ARTHUR J & CO COM AJG AJG 69,686 $16.0m0.27% 0.27% First filing
69 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC GEHC 246,592 $15.8m0.27% 0.27% First filing
70 MONDELEZ INTL INC CL A MDLZ MDLZ 269,096 $15.6m0.27% 0.27% First filing
71 LITMAN GREGORY FDS TR IMGP DBI MANAGED DBMF DBMF 501,057 $15.3m0.26% 0.26% First filing
72 WATERS CORP COM WAT WAT 40,668 $15.3m0.26% 0.26% First filing
73 CME GROUP INC COM CME CME 67,847 $15.0m0.26% 0.26% First filing
74 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 20,251 $14.9m0.25% 0.25% First filing
75 INTERACTIVE BROKERS GROUP IN COM CL A IBKR IBKR 159,819 $13.9m0.24% 0.24% First filing
76 DEERE & CO COM DE DE 21,436 $13.6m0.23% 0.23% First filing
77 COSTCO WHSL CORP NEW COM COST COST 14,244 $13.3m0.23% 0.23% First filing
78 FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG FERG 55,209 $13.1m0.22% 0.22% First filing
79 EATON CORP PLC SHS ETN ETN 30,291 $12.9m0.22% 0.22% First filing
80 ZOETIS INC CL A ZTS ZTS 176,390 $12.7m0.22% 0.22% First filing
81 FIRST TR EXCHANGE-TRADED FD WTR ETF FIW FIW 188,228 $12.4m0.21% 0.21% First filing
82 ETFS GOLD TR PHYSCL GOLD SHS SGOL SGOL 286,636 $11.0m0.19% 0.19% First filing
83 SPDR SER TR S&P PHARMAC XPH XPH 71,806 $10.5m0.18% 0.18% First filing
84 BOSTON SCIENTIFIC CORP COM BSX BSX 242,535 $10.4m0.18% 0.18% First filing
85 PROLOGIS INC. COM PLD PLD 75,783 $10.3m0.18% 0.18% First filing
86 INTUIT COM INTU INTU 37,944 $9.9m0.17% 0.17% First filing
87 FIRST SOLAR INC COM FSLR FSLR 40,362 $9.5m0.16% 0.16% First filing
88 LAM RESEARCH CORP COM NEW LRCX LRCX 21,837 $9.5m0.16% 0.16% First filing
89 GLOBAL X FDS GLOBAL X URANIUM URA URA 212,506 $9.3m0.16% 0.16% First filing
90 FRANCO NEV CORP COM FNV FNV 44,475 $9.3m0.16% 0.16% First filing
91 INVESCO EXCH TRADED FD TR II CHINA TECHNLGY CQQQ CQQQ 154,424 $8.8m0.15% 0.15% First filing
92 AMERICAN WTR WKS CO INC NEW COM AWK AWK 63,593 $8.4m0.14% 0.14% First filing
93 ROYAL BK CDA COM RY RY 36,568 $7.6m0.13% 0.13% First filing
94 AMERICAN TOWER CORP NEW COM AMT AMT 44,565 $7.3m0.12% 0.12% First filing
95 MICRON TECHNOLOGY INC COM MU MU 6,228 $7.2m0.12% 0.12% First filing
96 VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI VNQI 73,027 $7.0m0.12% 0.12% First filing
97 UNILEVER PLC SPON ADR NEW UL UL 105,546 $6.3m0.11% 0.11% First filing
98 BOEING CO COM BA BA 28,222 $6.1m0.10% 0.10% First filing
99 GE AEROSPACE COM NEW GE GE 15,610 $5.8m0.10% 0.10% First filing
100 ISHARES GOLD TR ISHARES NEW IAU IAU 75,984 $5.7m0.10% 0.10% First filing