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Evelyn Partners Group

Latest statistics and disclosures from Evelyn Partners Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002146944

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Positions held by Evelyn Partners Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Evelyn Partners Group

Evelyn Partners Group holds 669 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Evelyn Partners Group has 669 total positions. Only the first 250 positions are shown.

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Download the Evelyn Partners Group September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Microsoft Corporation (MSFT)	7.8	$486M	947k	512.90	View chart
Amazon (AMZN)	6.4	$401M	1.6M	249.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	6.3	$395M	1.1M	344.08	View chart
Astrazeneca Ord (AZN)	5.9	$368M	2.3M	162.89	View chart
NVIDIA Corporation (NVDA)	5.0	$311M	1.4M	228.38	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	4.2	$265M	581k	456.19	View chart
Teva Pharmaceutical Inds SHS (TEVA)	3.7	$234M	480.00	487476.00	View chart
Apple (AAPL)	3.4	$216M	648k	333.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.2	$202M	405k	497.95	View chart
Visa Com Cl A (V)	3.0	$187M	519k	359.33	View chart
JPMorgan Chase & Co. (JPM)	2.0	$127M	384k	330.83	View chart
Meta Platforms Cl A (META)	2.0	$124M	171k	725.18	View chart
Chubb (CB)	1.9	$121M	372k	325.25	View chart
CRH Ord (CRH)	1.8	$113M	1.4M	82.80	View chart
Stryker Corporation (SYK)	1.7	$107M	389k	275.39	View chart
Broadcom (AVGO)	1.5	$95M	270k	351.19	View chart
Coca-Cola Company (KO)	1.5	$93M	1.1M	86.08	View chart
Johnson & Johnson (JNJ)	1.3	$80M	304k	264.74	View chart
Mastercard Incorporated Cl A (MA)	1.2	$78M	141k	551.47	View chart
Thermo Fisher Scientific (TMO)	1.2	$77M	114k	675.05	View chart
Amphenol Corp Cl A (APH)	1.2	$75M	886k	84.30	View chart
IDEX Corporation (IEX)	1.0	$61M	267k	227.98	View chart
Goldman Sachs (GS)	1.0	$60M	67k	900.36	View chart
Nasdaq Omx (NDAQ)	0.9	$57M	621k	92.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$55M	144k	380.84	View chart
Nextera Energy (NEE)	0.8	$53M	701k	75.74	View chart
Sprott Asset Management Physical Gold An (CEF)	0.8	$52M	1.3M	41.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$51M	148k	340.74	View chart
Intuitive Surgical Com New (ISRG)	0.8	$50M	123k	406.63	View chart
Bank of America Corporation (BAC)	0.8	$48M	885k	54.43	View chart
Linde SHS (LIN)	0.8	$47M	99k	474.65	View chart
Eli Lilly & Co. (LLY)	0.7	$46M	40k	1157.07	View chart
Totalenergies Se Act (TTE)	0.6	$38M	437k	85.97	View chart
TJX Companies (TJX)	0.6	$37M	278k	132.31	View chart
UnitedHealth (UNH)	0.6	$35M	95k	367.08	View chart
Ishares Msci World Etf (URTH)	0.5	$34M	166k	206.23	View chart
Arista Networks Com Shs (ANET)	0.5	$33M	160k	203.59	View chart
Freeport Mcmoran CL B (FCX)	0.5	$32M	456k	70.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$28M	178k	157.85	View chart
Netflix (NFLX)	0.4	$27M	387k	69.58	View chart
Sunbelt Rentals Holdings SHS (SUNB)	0.4	$26M	360k	73.21	View chart
Walt Disney Company (DIS)	0.4	$25M	240k	104.90	View chart
Wal-Mart Stores (WMT)	0.4	$25M	237k	103.92	View chart
Palo Alto Networks (PANW)	0.4	$24M	61k	397.31	View chart
Newmont Mining Corporation (NEM)	0.4	$24M	209k	115.34	View chart
Cme (CME)	0.4	$24M	90k	261.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$23M	30k	762.63	View chart
Wheaton Precious Metals Corp (WPM)	0.4	$23M	172k	133.55	View chart
AutoZone (AZO)	0.4	$23M	8.1k	2830.02	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$23M	261k	87.80	View chart
Booking Holdings (BKNG)	0.4	$22M	137k	162.91	View chart
Agnico (AEM)	0.3	$22M	120k	183.12	View chart
Danaher Corporation (DHR)	0.3	$20M	92k	221.55	View chart
Chevron Corporation (CVX)	0.3	$20M	98k	204.21	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$20M	122k	162.75	View chart
Prologis (PLD)	0.3	$20M	152k	129.84	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	0.3	$20M	603k	32.53	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.3	$19M	286k	65.37	View chart
Procter & Gamble Company (PG)	0.3	$19M	128k	145.28	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.3	$19M	160k	115.81	View chart
Smurfit Westrock SHS (SW)	0.3	$18M	418k	44.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$18M	145k	125.67	View chart
Automatic Data Processing (ADP)	0.3	$18M	69k	258.06	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$18M	187k	94.02	View chart
Cisco Systems (CSCO)	0.3	$17M	159k	107.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$17M	149k	112.09	View chart
Ferrari Nv Ord (RACE)	0.3	$16M	41k	393.38	View chart
Vanguard World Energy Etf (VDE)	0.3	$16M	92k	172.16	View chart
McDonald's Corporation (MCD)	0.2	$16M	68k	230.94	View chart
Waters Corporation (WAT)	0.2	$16M	35k	439.39	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$15M	163k	93.85	View chart
S&p Global (SPGI)	0.2	$15M	39k	394.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$15M	20k	739.77	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$14M	247k	57.82	View chart
Deere & Company (DE)	0.2	$14M	21k	671.55	View chart
Eaton Corp SHS (ETN)	0.2	$14M	32k	429.71	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$13M	157k	85.42	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$13M	57k	222.63	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$13M	162k	78.42	View chart
Costco Wholesale Corporation (COST)	0.2	$12M	14k	910.34	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$12M	311k	39.56	View chart
Markel Corporation (MKL)	0.2	$12M	6.8k	1712.46	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$11M	73k	146.48	View chart
Franco-Nevada Corporation (FNV)	0.2	$11M	44k	238.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$10M	15k	700.86	View chart
Global X Fds Global X Uranium (URA)	0.2	$10M	260k	39.85	View chart
Intuit (INTU)	0.2	$9.5M	35k	275.71	View chart
Ssr Mining (SSRM)	0.1	$8.3M	249k	33.32	View chart
Boston Scientific Corporation (BSX)	0.1	$7.9M	182k	43.65	View chart
American Water Works (AWK)	0.1	$7.9M	61k	129.47	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$7.4M	45k	163.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$7.3M	22k	328.51	View chart
Xylem (XYL)	0.1	$7.2M	71k	101.27	View chart
Rbc Cad (RY)	0.1	$7.2M	36k	196.71	View chart
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ)	0.1	$7.1M	159k	44.90	View chart
Micron Technology (MU)	0.1	$6.7M	6.3k	1065.11	View chart
Boeing Company (BA)	0.1	$6.6M	36k	186.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$6.5M	8.5k	765.85	View chart
Abbott Laboratories (ABT)	0.1	$6.3M	63k	98.84	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$6.1M	11k	568.64	View chart
Motorola Solutions Com New (MSI)	0.1	$6.1M	14k	445.97	View chart
Unilever Spon Adr New (UL)	0.1	$6.1M	100k	60.73	View chart
Zoetis Cl A (ZTS)	0.1	$6.1M	87k	69.83	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$6.0M	26k	228.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.9M	76k	78.10	View chart
Ishares Msci Gbl Etf New (PICK)	0.1	$5.9M	99k	59.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$5.5M	21k	264.75	View chart
Ge Aerospace Com New (GE)	0.1	$5.4M	17k	312.29	View chart
L3harris Technologies (LHX)	0.1	$5.3M	22k	236.78	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$5.1M	50k	102.18	View chart
Roper Industries (ROP)	0.1	$5.0M	14k	349.39	View chart
SLB Com Stk (SLB)	0.1	$4.9M	101k	48.72	View chart
Williams Companies (WMB)	0.1	$4.8M	70k	67.97	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$4.6M	16k	288.45	View chart
Relx Sponsored Adr (RELX)	0.1	$4.6M	139k	33.18	View chart
American Tower Reit (AMT)	0.1	$4.6M	28k	163.69	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.5M	2.5k	1811.68	View chart
Rockwell Automation (ROK)	0.1	$4.2M	9.8k	435.33	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.2M	23k	187.05	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$4.2M	41k	103.09	View chart
Cadence Design Systems (CDNS)	0.1	$4.2M	13k	330.19	View chart
Verizon Communications (VZ)	0.1	$4.1M	89k	45.87	View chart
Pepsi (PEP)	0.1	$4.0M	32k	126.72	View chart
Canadian Pacific Kansas City (CP)	0.1	$3.7M	44k	85.17	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$3.7M	80k	46.91	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$3.7M	43k	86.80	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$3.7M	32k	117.58	View chart
Colgate-Palmolive Company (CL)	0.1	$3.7M	43k	85.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.6M	20k	183.37	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.6M	36k	99.70	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.5M	19k	185.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.5M	43k	82.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.5M	34k	104.04	View chart
Sap Se Spon Adr (SAP)	0.1	$3.5M	17k	208.47	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$3.5M	8.1k	431.67	View chart
Sherwin-Williams Company (SHW)	0.1	$3.2M	9.7k	323.27	View chart
Caterpillar (CAT)	0.0	$3.1M	3.8k	810.79	View chart
EOG Resources (EOG)	0.0	$3.0M	22k	137.76	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$3.0M	4.00	747005.00	View chart
Citigroup Com New (C)	0.0	$3.0M	23k	129.48	View chart
Magnum Ice Cream Co Nv Ord Shs (MICC)	0.0	$2.9M	161k	17.80	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$2.9M	62k	46.40	View chart
Msci (MSCI)	0.0	$2.8M	5.2k	538.70	View chart
Blackrock (BLK)	0.0	$2.7M	2.5k	1058.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.7M	9.6k	277.89	View chart
Spotify Technology S A SHS (SPOT)	0.0	$2.6M	5.2k	487.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$2.6M	12k	208.02	View chart
Abbvie (ABBV)	0.0	$2.5M	9.7k	261.59	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$2.5M	14k	180.55	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$2.5M	43k	57.31	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$2.4M	15k	158.76	View chart
Morgan Stanley Com New (MS)	0.0	$2.4M	13k	188.08	View chart
Texas Instruments Incorporated (TXN)	0.0	$2.4M	8.5k	280.09	View chart
Marsh & McLennan Companies (MRSH)	0.0	$2.4M	14k	170.73	View chart
Tesla Motors (TSLA)	0.0	$2.3M	6.6k	354.81	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$2.2M	21k	103.78	View chart
Merck & Co (MRK)	0.0	$2.1M	15k	145.31	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$2.1M	22k	94.17	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.0M	30k	66.79	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$2.0M	41k	48.27	View chart
Ubs Group SHS (UBS)	0.0	$2.0M	41k	48.21	View chart
Pfizer (PFE)	0.0	$1.8M	64k	28.52	View chart
International Business Machines (IBM)	0.0	$1.8M	8.3k	219.93	View chart
Axon Enterprise (AXON)	0.0	$1.8M	4.2k	422.52	View chart
Coinbase Global Com Cl A (COIN)	0.0	$1.8M	9.6k	186.42	View chart
International Paper Company (IP)	0.0	$1.8M	54k	33.17	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$1.8M	1.6k	1134.67	View chart
Diageo Spon Adr New (DEO)	0.0	$1.6M	19k	85.60	View chart
Logitech Intl S A SHS (LOGI)	0.0	$1.5M	15k	101.01	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$1.5M	16k	97.46	View chart
Philip Morris International (PM)	0.0	$1.5M	7.8k	190.82	View chart
Ge Vernova (GEV)	0.0	$1.5M	1.6k	950.49	View chart
First Solar (FSLR)	0.0	$1.4M	8.3k	175.16	View chart
American Express Company (AXP)	0.0	$1.4M	4.7k	304.10	View chart
Martin Marietta Materials (MLM)	0.0	$1.4M	3.0k	479.81	View chart
Becton, Dickinson and (BDX)	0.0	$1.4M	7.9k	179.00	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$1.4M	4.3k	329.73	View chart
Mccormick & Co Com Vtg (MKC.V)	0.0	$1.4M	29k	47.94	View chart
Keurig Dr Pepper (KDP)	0.0	$1.4M	46k	30.34	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.0	$1.4M	3.6k	374.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$1.3M	16k	81.20	View chart
Honeywell International (HON)	0.0	$1.3M	6.0k	210.94	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$1.2M	8.1k	150.86	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$1.2M	27k	43.97	View chart
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD)	0.0	$1.2M	69k	16.79	View chart
Paypal Holdings (PYPL)	0.0	$1.1M	22k	52.53	View chart
Texas Pacific Land Corp (TPL)	0.0	$1.1M	3.4k	325.83	View chart
Marriott Intl Cl A (MAR)	0.0	$1.1M	3.1k	355.67	View chart
Sk Hynix American Deposit (SKHY)	0.0	$1.0M	5.5k	184.15	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$1.0M	6.8k	148.30	View chart
At&t (T)	0.0	$992k	41k	24.40	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$986k	11k	89.31	View chart
Corteva (CTVA)	0.0	$982k	13k	77.67	View chart
Dover Corporation (DOV)	0.0	$979k	5.2k	187.05	View chart
Shell Spon Ads (SHEL)	0.0	$974k	10k	95.05	View chart
Ryanair Holdings Sponsored Adr (RYAAY)	0.0	$958k	17k	55.01	View chart
Union Pacific Corporation (UNP)	0.0	$954k	3.5k	272.13	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$948k	8.1k	116.44	View chart
Honeywell Aerospace (HONA)	0.0	$926k	6.0k	154.97	View chart
Intel Corporation (INTC)	0.0	$918k	7.6k	120.23	View chart
Wisdomtree Tr Japan Oppor Fd (OPPJ)	0.0	$882k	15k	59.41	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$881k	16k	55.03	View chart
CSX Corporation (CSX)	0.0	$873k	19k	46.51	View chart
salesforce (CRM)	0.0	$869k	3.8k	229.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$864k	15k	59.31	View chart
Advanced Micro Devices (AMD)	0.0	$855k	1.4k	611.78	View chart
Servicenow (NOW)	0.0	$852k	6.4k	134.01	View chart
Home Depot (HD)	0.0	$844k	3.0k	284.49	View chart
Waste Management (WM)	0.0	$840k	4.1k	203.93	View chart
Air Products & Chemicals (APD)	0.0	$832k	3.0k	278.23	View chart
Burford Capital Ord Shs (BUR)	0.0	$804k	205k	3.92	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$796k	19k	41.23	View chart
Northern Trust Corporation (NTRS)	0.0	$777k	4.6k	169.36	View chart
Microchip Technology (MCHP)	0.0	$774k	9.9k	77.77	View chart
Brookfield Renewable Energy Partnership Unit (BEP)	0.0	$751k	27k	28.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$721k	5.8k	125.26	View chart
Willis Towers Watson SHS (WTW)	0.0	$695k	2.4k	288.23	View chart
Intercontinental Exchange (ICE)	0.0	$693k	4.6k	152.03	View chart
Alcon Ord Shs (ALC)	0.0	$688k	11k	64.59	View chart
Altria (MO)	0.0	$685k	10k	67.34	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$677k	2.2k	305.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$672k	9.6k	70.15	View chart
Emerson Electric (EMR)	0.0	$671k	4.3k	155.10	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$649k	8.0k	81.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$646k	2.6k	247.93	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.0	$645k	16k	40.96	View chart
Jefferies Finl Group (JEF)	0.0	$628k	14k	45.73	View chart
Anglogold Ashanti Com Shs (AU)	0.0	$620k	6.6k	93.95	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$602k	13k	46.53	View chart
Ishares Msci Germany Etf (EWG)	0.0	$596k	14k	41.31	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.0	$589k	4.9k	120.11	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$587k	3.5k	169.04	View chart
Twilio Cl A (TWLO)	0.0	$585k	2.0k	292.46	View chart
Thomsoncorp (TRI)	0.0	$585k	6.0k	97.31	View chart
Northrop Grumman Corporation (NOC)	0.0	$563k	1.2k	483.48	View chart
Adobe Systems Incorporated (ADBE)	0.0	$556k	2.3k	239.95	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$537k	13k	40.99	View chart
Keysight Technologies (KEYS)	0.0	$530k	1.5k	364.04	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$511k	2.6k	195.75	View chart
Matson (MATX)	0.0	$505k	2.3k	219.64	View chart
Yum! Brands (YUM)	0.0	$505k	3.7k	136.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$487k	6.8k	71.95	View chart
Indivior Pharmaceuticals (INDV)	0.0	$485k	14k	35.85	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$481k	7.8k	61.50	View chart
State Street Corporation (STT)	0.0	$472k	2.7k	174.59	View chart
Johnson Controls Internation SHS (JCI)	0.0	$472k	3.2k	148.65	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$471k	10k	46.65	View chart
Bristol Myers Squibb (BMY)	0.0	$468k	7.5k	62.40	View chart
Barrick Mng Corp Com Shs (B)	0.0	$465k	11k	40.67	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$464k	1.6k	289.66	View chart

Past Filings by Evelyn Partners Group

SEC 13F filings are viewable for Evelyn Partners Group going back to 2026

Evelyn Partners Group 2026 Q3 filed Nov. 10, 2026

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