Institutional manager
Evelyn Partners Group Ltd
Holds positions in 286 of the S&P 500, worth $4.63bn as reported for the quarter ended 30-jun-2026.
Positions held286of 488 index companies covered
Reported value$4.63bnS&P 500 positions only
Top ten weight54%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 286 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL1.3m$458mCommunication ServicesAmazonAMZN1.6m$375mConsumer DiscretionaryMicrosoftMSFT934,190$348mInformation TechnologyTaiwan Semiconductor ManufacturingTSM561,594$268mNvidiaNVDA1.3m$254mInformation TechnologyBerkshire HathawayBRK.B389,406$195mFinancialsApple Inc.AAPL616,120$178mInformation TechnologyVisa Inc.V509,067$175mFinancialsCRH plcCRH1.4m$145mMaterialsChubb LimitedCB366,014$125mFinancialsStryker CorporationSYK396,034$125mHealth CareJPMorgan ChaseJPM357,839$117mFinancialsMeta PlatformsMETA181,201$102mCommunication ServicesCoca-Cola Company (The)KO1.1m$91mConsumer StaplesBroadcomAVGO213,925$81mInformation TechnologyJohnson & JohnsonJNJ297,561$76mHealth CareGoldman SachsGS69,625$70mFinancialsMastercardMA133,786$69mFinancialsAmphenolAPH365,938$65mInformation TechnologyThermo Fisher ScientificTMO117,349$59mHealth CareIDEX CorporationIEX250,896$57mIndustrialsNextEra EnergyNEE590,293$52mUtilitiesLinde plcLIN93,333$48mMaterialsBank of AmericaBAC849,456$48mFinancialsIntuitive SurgicalISRG115,547$46mHealth CareNasdaq, Inc.NDAQ576,299$45mFinancialsUnitedHealth GroupUNH97,967$41mHealth CareTJX CompaniesTJX259,386$39mConsumer DiscretionaryAutoZoneAZO12,043$38mConsumer DiscretionaryLilly (Eli)LLY30,954$37mHealth CareBooking HoldingsBKNG179,622$32mConsumer DiscretionaryMcDonald'sMCD115,914$31mConsumer DiscretionaryArista NetworksANET161,750$27mInformation TechnologyFreeport-McMoRanFCX433,369$27mMaterialsWalt Disney Company (The)DIS282,681$27mCommunication ServicesWalmartWMT226,880$26mConsumer StaplesSmurfit WestrockSW546,588$25mMaterialsAutomatic Data ProcessingADP101,016$23mIndustrialsPalo Alto NetworksPANW65,033$22mInformation TechnologyNetflixNFLX292,561$21mCommunication ServicesCiscoCSCO166,075$20mInformation TechnologyProcter & GamblePG132,778$19mConsumer StaplesDanaher CorporationDHR97,590$19mHealth CareNewmontNEM197,635$18mMaterialsS&P GlobalSPGI47,639$18mFinancialsBlackstone Inc.BX150,333$18mFinancialsChevron CorporationCVX101,862$17mEnergyArthur J. Gallagher & Co.AJG69,686$16mFinancialsGE HealthCareGEHC246,592$16mHealth CareMondelez InternationalMDLZ269,096$16mConsumer StaplesWaters CorporationWAT40,668$15mHealth CareCME GroupCME67,847$15mFinancialsInteractive BrokersIBKR159,819$14mFinancialsDeere & CompanyDE21,436$14mIndustrialsCostcoCOST14,244$13mConsumer StaplesFerguson EnterprisesFERG55,209$13mIndustrialsEaton CorporationETN30,291$13mIndustrialsZoetisZTS176,390$13mHealth CareBoston ScientificBSX242,535$10mHealth CarePrologisPLD75,783$10mReal Estate
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.