Evelyn Partners Group Ltd
535 holdingsFiling period: 2026-06-30Current AUM: $47.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Astrazeneca PLC | 2.24M | $41.52B | $41.52B | 88.06% | -- | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 1.14M | $405.7M | $363.9M | 0.77% | -- | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 1.57M | $375.0M | $398.3M | 0.84% | -- | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 934.2K | $348.5M | $496.4M | 1.05% | -- | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac | 561.6K | $268.2M | $245.3M | 0.52% | -- | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 1.27M | $253.9M | $276.6M | 0.59% | -- | 2026-06-30 |
| 7 | BRK-B | Berkshire Hathaway Inc Del | 389.4K | $194.9M | $194.9M | 0.41% | -- | 2026-06-30 |
| 8 | AAPL | Apple Inc | 616.1K | $178.3M | $213.9M | 0.45% | -- | 2026-06-30 |
| 9 | V | Visa Inc | 509.1K | $174.7M | $204.6M | 0.43% | -- | 2026-06-30 |
| 10 | — | Crh PLC | 1.35M | $144.9M | $144.9M | 0.31% | -- | 2026-06-30 |
| 11 | — | Chubb Limited | 366.0K | $124.7M | $124.7M | 0.26% | -- | 2026-06-30 |
| 12 | SYK | Stryker Corporation | 396.0K | $124.7M | $119.4M | 0.25% | -- | 2026-06-30 |
| 13 | JPM | JPMorgan Chase & Co | 357.8K | $117.1M | $120.2M | 0.25% | -- | 2026-06-30 |
| 14 | META | Meta Platforms Inc | 181.2K | $102.1M | $112.4M | 0.24% | -- | 2026-06-30 |
| 15 | KO | Coca Cola Co | 1.12M | $90.8M | $101.8M | 0.22% | -- | 2026-06-30 |
| 16 | AVGO | Broadcom Inc | 213.9K | $80.8M | $73.2M | 0.16% | -- | 2026-06-30 |
| 17 | JNJ | Johnson & Johnson | 297.6K | $75.6M | $80.0M | 0.17% | -- | 2026-06-30 |
| 18 | GS | Goldman Sachs Group Inc | 69.6K | $70.4M | $63.5M | 0.13% | -- | 2026-06-30 |
| 19 | MA | Mastercard Incorporated | 133.8K | $68.7M | $81.6M | 0.17% | -- | 2026-06-30 |
| 20 | APH | Amphenol Corp | 365.9K | $64.5M | $57.2M | 0.12% | -- | 2026-06-30 |
| 21 | TMO | Thermo Fisher Scientific Inc | 117.3K | $58.8M | $81.3M | 0.17% | -- | 2026-06-30 |
| 22 | IEX | Idex Corp | 250.9K | $56.9M | $58.5M | 0.12% | -- | 2026-06-30 |
| 23 | GLD | Spdr Gold TR | 144.4K | $53.2M | $53.7M | 0.11% | -- | 2026-06-30 |
| 24 | GOOG | Alphabet Inc | 148.5K | $52.5M | $47.0M | 0.10% | -- | 2026-06-30 |
| 25 | NEE | Nextera Energy Inc | 590.3K | $51.8M | $48.7M | 0.10% | -- | 2026-06-30 |
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