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EPGL
Evelyn Partners Group Ltd 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
551
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 | |
|---|---|---|---|---|---|---|
|
GRAL
451
GRAIL Inc
GRAL
$3.1B
| $16.9K | ﹤0.01% |
+247
| New | +$14.5K |
|
452
eBay
EBAY
$49.8B
| $16.8K | ﹤0.01% |
+150
| New | +$16K |
|
453
Equifax
EFX
$21.4B
| $16.7K | ﹤0.01% |
+105
| New | +$17.9K |
|
454
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $16.6K | ﹤0.01% |
+200
| New | +$16.7K |
|
|
HONA
455
Honeywell Aerospace
HONA
$53.4B
| $16.4K | ﹤0.01% |
+74
| New | +$16.3K |
|
456
Brown-Forman Class B
BF.B
$13.1B
| $16.3K | ﹤0.01% |
+611
| New | +$16.5K |
|
457
Teva Pharmaceuticals
TEVA
$41.2B
| $16.3K | ﹤0.01% |
+480
| New | +$16K |
|
458
Greenlight Captial
GLRE
$506M
| $16.2K | ﹤0.01% |
+1,000
| New | +$17.2K |
|
459
Copart
CPRT
$27.5B
| $16.1K | ﹤0.01% |
+570
| New | +$18.4K |
|
460
Arch Capital
ACGL
$33.6B
| $16K | ﹤0.01% |
+165
| New | +$15.6K |
|
461
Cohen & Steers Quality Income Realty Fund
RQI
$1.69B
| $15.9K | ﹤0.01% |
+1,289
| New | +$16.7K |
|
462
Fortinet
FTNT
$117B
| $15.8K | ﹤0.01% |
+103
| New | +$11.9K |
|
463
Zillow
ZG
$7.63B
| $15.7K | ﹤0.01% |
+500
| New | +$19.3K |
|
464
Global X Lithium & Battery Tech ETF
LIT
$1.6B
| $15.7K | ﹤0.01% |
+200
| New | +$16.5K |
|
465
Ares Management
ARES
$30.9B
| $15K | ﹤0.01% |
+135
| New | +$16.2K |
|
466
United Rentals
URI
$72.4B
| $14.7K | ﹤0.01% |
+13
| New | +$12.4K |
|
467
Wabtec
WAB
$49.3B
| $14K | ﹤0.01% |
+52
| New | +$13.7K |
|
468
Star Bulk Carriers
SBLK
$3.22B
| $13.4K | ﹤0.01% |
+536
| New | +$13.9K |
|
469
Magnite
MGNI
$3.55B
| $13.3K | ﹤0.01% |
+703
| New | +$10.1K |
|
470
CleanSpark
CLSK
$3.16B
| $13.1K | ﹤0.01% |
+900
| New | +$12.7K |
|
|
IGR
471
CBRE Global Real Estate Income Fund
IGR
$713M
| $13K | ﹤0.01% |
+2,823
| New | +$13.1K |
|
472
BHP
BHP
$230B
| $12.9K | ﹤0.01% |
+155
| New | +$12.9K |
|
473
lululemon athletica
LULU
$14.6B
| $12.6K | ﹤0.01% |
+110
| New | +$14.7K |
|
474
Arvinas
ARVN
$572M
| $12.2K | ﹤0.01% |
+1,474
| New | +$13.7K |
|
475
Aflac
AFL
$62.6B
| $12K | ﹤0.01% |
+102
| New | +$11.7K |
|
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Evelyn Partners Group Ltd's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Evelyn Partners Group Ltd, 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 Group Ltd's largest Q2 2026 buy was AstraZeneca: 2,237,205 shares worth $41.5B.
- Evelyn Partners Group Ltd's ten largest holdings make up 94% of its $46.9B portfolio in Q2 2026.
- Evelyn Partners Group Ltd disclosed 551 positions in Q2 2026, its first 13F filing on record.
Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.