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EP
Evelyn Partners Portfolio holdings
AUM
$46.9B
This Fund
S&P 500
This Quarter
Est. Return
-2.15%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$46.9B
AUM Growth
–
Cap. Flow
+$5.86B
Cap. Flow
% of AUM
12.5%
Top 10 Holdings %
Top 10 Hldgs %
93.6%
Holding
551
New
550
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AstraZeneca
AZN
|
+$421M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$409M |
| 3 |
Amazon
AMZN
|
+$395M |
| 4 |
Microsoft
MSFT
|
+$378M |
| 5 |
NVIDIA
NVDA
|
+$261M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 89.62% |
| 2 | Technology | 2.91% |
| 3 | Financials | 2.09% |
| 4 | Communication Services | 1.32% |
| 5 | Consumer Discretionary | 1.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Las Vegas Sands
LVS
$24.8B
| $31.9K | ﹤0.01% |
+690
| New | +$35.8K |
|
|
LND
402
BrasilAgro
LND
$340M
| $31.8K | ﹤0.01% |
+8,918
| New | +$34.2K |
|
403
ASP Isotopes
ASPI
$412M
| $31.1K | ﹤0.01% |
+5,000
| New | +$29.4K |
|
404
Agilent Technologies
A
$49.3B
| $30.9K | ﹤0.01% |
+233
| New | +$28.4K |
|
405
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.77B
| $30.8K | ﹤0.01% |
+675
| New | +$30.9K |
|
406
Stellantis
STLA
$12.8B
| $30.7K | ﹤0.01% |
+5,410
| New | +$40K |
|
407
Brown-Forman Class A
BF.A
$12.3B
| $30.4K | ﹤0.01% |
+1,110
| New | +$30.5K |
|
408
Lindsay Corp
LNN
$1.15B
| $30.3K | ﹤0.01% |
+245
| New | +$27.4K |
|
409
Riot Platforms
RIOT
$8.05B
| $30.2K | ﹤0.01% |
+1,104
| New | +$24.9K |
|
410
Analog Devices
ADI
$193B
| $30.2K | ﹤0.01% |
+76
| New | +$30.1K |
|
411
Global X Silver Miners ETF NEW
SIL
$4.54B
| $30.1K | ﹤0.01% |
+388
| New | +$34.9K |
|
|
DCH
412
Dauch Corp
DCH
$1.25B
| $30K | ﹤0.01% |
+5,542
| New | +$33.7K |
|
413
iRhythm Holdings
IRTC
$3.74B
| $29.1K | ﹤0.01% |
+245
| New | +$28.5K |
|
414
Bankunited
BKU
$3.03B
| $28.1K | ﹤0.01% |
+580
| New | +$27.3K |
|
415
Post Holdings
POST
$3.31B
| $27.8K | ﹤0.01% |
+315
| New | +$30.7K |
|
416
Tractor Supply
TSCO
$16.5B
| $27.7K | ﹤0.01% |
+875
| New | +$30.2K |
|
417
NIO
NIO
$8.52B
| $27.6K | ﹤0.01% |
+5,460
| New | +$31.8K |
|
418
Edwards Lifesciences
EW
$50.7B
| $27.3K | ﹤0.01% |
+302
| New | +$25.3K |
|
419
Centene
CNC
$30.6B
| $26.1K | ﹤0.01% |
+406
| New | +$21.7K |
|
420
Honeywell
HON
$66.7B
| $25.5K | ﹤0.01% |
+114
| New | +$25.4K |
|
421
Beazer Homes USA
BZH
$891M
| $25.2K | ﹤0.01% |
+900
| New | +$21.3K |
|
422
Vulcan Materials
VMC
$31.4B
| $25.1K | ﹤0.01% |
+85
| New | +$24.4K |
|
423
Cushman & Wakefield Ltd
CWK
$2.77B
| $24.3K | ﹤0.01% |
+1,815
| New | +$24.4K |
|
424
Domino's
DPZ
$9.96B
| $24K | ﹤0.01% |
+81
| New | +$26.7K |
|
425
T-Mobile US
TMUS
$175B
| $23.9K | ﹤0.01% |
+143
| New | +$27.1K |
|
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Evelyn Partners's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Evelyn Partners, which disclosed 551 positions worth $46.9B. Its ten largest holdings account for 94% of the portfolio.
Its largest position is AstraZeneca: 2,237,205 shares worth $41.5B.
By sector, the portfolio is most concentrated in Healthcare at 90% of assets, followed by Technology and Financials.
- Evelyn Partners's largest Q2 2026 buy was AstraZeneca: 2,237,205 shares worth $41.5B.
- Evelyn Partners's ten largest holdings make up 94% of its $46.9B portfolio in Q2 2026.
- Evelyn Partners disclosed 551 positions in Q2 2026, its first 13F filing on record.
Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.