Evelyn Partners Group Ltd
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
This manager has only 0 evaluable quarters in its current filing history, below our eight-quarter minimum. The holdings and AUM below are current, but we do not assign a copy-trading verdict until enough post-publication returns exist.
Quarterly compounding, invested quarters only · entry after the actual SEC deadline plus a 2-day buffer
Top 20 holdings of 551 · 2026 Q2
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| AZN | $41.5B | | NEW |
| GOOGL | $406M | | NEW |
| AMZN | $375M | | NEW |
| MSFT | $348M | | NEW |
| TSM | $268M | | NEW |
| NVDA | $254M | | NEW |
| BRK/B | $195M | | NEW |
| AAPL | $178M | | NEW |
| V | $175M | | NEW |
| CB | $125M | | NEW |
| SYK | $125M | | NEW |
| JPM | $117M | | NEW |
| META | $102M | | NEW |
| KO | $91M | | NEW |
| AVGO | $81M | | NEW |
| JNJ | $76M | | NEW |
| GS | $70M | | NEW |
| MA | $69M | | NEW |
| APH | $65M | | NEW |
| TMO | $59M | | NEW |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q2
None.
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry is the first trading session after the actual SEC filing deadline plus a 2-day buffer. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.