account_balance
Investment manager · 13F filer · SEC CIK 2146944
Evelyn Partners Group Ltd
Reported value$6.26Bas of Sep 30, 2026
Positions669 142 new, 24 sold out
Top 10 weight49.0%MSFT alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
7.8%
AMZNAmazon Com Inc
6.4%Added +2%
GOOGLAlphabet Inc
6.3%
AZNAstrazeneca PLC
5.9%
NVDANvidia Corporation
5.0%Added +7%
TSMTaiwan Semiconductor Manufac
4.2%Added +3%
TEVATeva Pharmaceutical Inds Ltd
3.7%
AAPLApple Inc
3.4%Added +5%
BRK-BBerkshire Hathaway Inc
3.2%Added +4%
VVisa Inc
3.0%Added +2%
JPMJPMorgan Chase & Co
2.0%Added +7%
METAMeta Platforms Inc
2.0%Trimmed −6%
MSFTMicrosoft Corp
7.8%
AMZNAmazon Com Inc
6.4%Added +2%
GOOGLAlphabet Inc
6.3%
AZNAstrazeneca PLC
5.9%
NVDANvidia Corporation
5.0%Added +7%
TSM4.2%TEVA3.7%AAPL3.4%BRK-B3.2%V3.0%JPM2.0%METABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 7.8% HeldAMZN Amazon Com Inc 6.4% Added +2%GOOGL Alphabet Inc 6.3% HeldAZN Astrazeneca PLC 5.9% HeldNVDA Nvidia Corporation 5.0% Added +7%TSM Taiwan Semiconductor Manufac 4.2% Added +3%TEVA Teva Pharmaceutical Inds Ltd 3.7% HeldAAPL Apple Inc 3.4% Added +5%BRK-B Berkshire Hathaway Inc 3.2% Added +4%V Visa Inc 3.0% Added +2%JPM JPMorgan Chase & Co 2.0% Added +7%META Meta Platforms Inc 2.0% Trimmed −6%
What changed