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Stonehage Fleming Financial Services Holdings Ltd

· CIK 0001786379
13F Portfolio $3.3B AUM 269 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
222 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 GOOGL ALPHABET INC Communication Services 1,122,241 $352.2M 10.83% NEW
2 GE GE AEROSPACE Industrials 870,406 $268.1M 8.25% NEW
3 MSFT MICROSOFT CORP Technology 533,039 $257.8M 7.93% NEW
4 SPGI S&P GLOBAL INC Financial Services 427,372 $223.3M 6.87% NEW
5 MA MASTERCARD INCORPORATED Financial Services 380,960 $217.5M 6.69% NEW
6 V VISA INC Financial Services 563,719 $197.7M 6.08% NEW
7 AMZN AMAZON COM INC Consumer Cyclical 851,787 $196.6M 6.05% NEW
8 APH AMPHENOL CORP NEW Technology 1,389,295 $187.7M 5.77% NEW
9 AJG GALLAGHER ARTHUR J & CO Financial Services 670,103 $173.4M 5.33% NEW
10 CDNS CADENCE DESIGN SYSTEM INC Technology 543,226 $169.8M 5.22% NEW
11 AVGO BROADCOM INC Technology 442,245 $153.1M 4.71% NEW
12 SYK STRYKER CORPORATION Healthcare 434,666 $152.8M 4.70% NEW
13 VRSK VERISK ANALYTICS INC Industrials 671,134 $150.1M 4.62% NEW
14 MCD MCDONALDS CORP Consumer Cyclical 397,874 $121.6M 3.74% NEW
15 NFLX NETFLIX INC Communication Services 1,021,952 $95.8M 2.95% NEW
16 GOOGL ALPHABET INC Communication Services 178,959 $56.0M 1.72% NEW
17 CPRT COPART INC Industrials 826,875 $32.4M 1.00% NEW
18 IVV ISHARES TR 32,394 $22.2M 0.68% NEW
19 VEU VANGUARD INTL EQUITY INDEX F 252,132 $18.5M 0.57% NEW
20 GLD SPDR GOLD TR Financial Services 41,246 $16.3M 0.50% NEW
21 VT VANGUARD INTL EQUITY INDEX F 81,970 $11.6M 0.36% NEW
22 VOO VANGUARD INDEX FDS 18,309 $11.5M 0.35% NEW
23 VTI VANGUARD INDEX FDS 32,751 $11.0M 0.34% NEW
24 MUB ISHARES TR 101,120 $10.8M 0.33% NEW
25 META META PLATFORMS INC Communication Services 9,931 $6.6M 0.20% NEW
26 KRMN KARMAN HLDGS INC Industrials 88,667 $6.5M 0.20% NEW
27 BRK/B BERKSHIRE HATHAWAY INC DEL 10,035 $5.0M 0.15% NEW
28 VXUS VANGUARD STAR FDS 56,405 $4.3M 0.13% NEW
29 QLTY 2023 ETF SERIES TRUST II 110,569 $4.3M 0.13% NEW
30 IAUM ISHARES GOLD TR Financial Services 98,720 $4.2M 0.13% NEW
31 NVDA NVIDIA CORPORATION Technology 21,399 $4.0M 0.12% NEW
32 CMF ISHARES TR 62,258 $3.6M 0.11% NEW
33 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 11,447 $3.5M 0.11% NEW
34 AAPL APPLE INC Technology 12,105 $3.3M 0.10% NEW
35 IAU* ISHARES GOLD TR 36,595 $3.0M 0.09% NEW
36 UNH UNITEDHEALTH GROUP INC Healthcare 8,658 $2.9M 0.09% NEW
37 VCSH VANGUARD SCOTTSDALE FDS 34,673 $2.8M 0.09% NEW
38 LRGF SPDR S&P 500 ETF TR 3,978 $2.7M 0.08% NEW
39 TSLA TESLA INC Consumer Cyclical 5,740 $2.6M 0.08% NEW
40 CAT CATERPILLAR INC Industrials 4,371 $2.5M 0.08% NEW
41 UBER UBER TECHNOLOGIES INC Technology 29,760 $2.4M 0.07% NEW
42 KKRT KKR & CO INC Financial Services 18,498 $2.4M 0.07% NEW
43 TJX TJX COS INC NEW Consumer Cyclical 14,601 $2.2M 0.07% NEW
44 VHT VANGUARD WORLD FD 7,113 $2.0M 0.06% NEW
45 ADI ANALOG DEVICES INC Technology 6,799 $1.8M 0.06% NEW
46 ACWI ISHARES TR 11,975 $1.7M 0.05% NEW
47 BAC BANK AMERICA CORP Financial Services 30,759 $1.7M 0.05% NEW
48 BKNG BOOKING HOLDINGS INC Consumer Cyclical 307 $1.6M 0.05% NEW
49 INTU INTUIT Technology 2,220 $1.5M 0.04% NEW
50 LLY ELI LILLY & CO Healthcare 1,363 $1.5M 0.04% NEW
51 VWO VANGUARD INTL EQUITY INDEX F 26,518 $1.4M 0.04% NEW
52 PM PHILIP MORRIS INTL INC Consumer Defensive 8,442 $1.4M 0.04% NEW
53 URI UNITED RENTALS INC Industrials 1,664 $1.3M 0.04% NEW
54 VONV VANGUARD SCOTTSDALE FDS 14,534 $1.3M 0.04% NEW
55 SU SUNCOR ENERGY INC NEW Energy 29,801 $1.3M 0.04% NEW
56 VCIT VANGUARD SCOTTSDALE FDS 15,543 $1.3M 0.04% NEW
57 EW EDWARDS LIFESCIENCES CORP Healthcare 14,809 $1.3M 0.04% NEW
58 SPIB SPDR SERIES TRUST 36,557 $1.2M 0.04% NEW
59 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 566 $1.2M 0.04% NEW
60 CARR CARRIER GLOBAL CORPORATION Industrials 22,648 $1.2M 0.04% NEW
61 AS AMER SPORTS INC Consumer Cyclical 30,759 $1.1M 0.04% NEW
62 WMT WALMART INC Consumer Defensive 10,009 $1.1M 0.03% NEW
63 KLAC KLA CORP Technology 878 $1.1M 0.03% NEW
64 ELV ELEVANCE HEALTH INC Healthcare 2,967 $1.0M 0.03% NEW
65 ABBV ABBVIE INC Healthcare 4,500 $1.0M 0.03% NEW
66 EMBJ EMBRAER S.A. Industrials 15,527 $999K 0.03% NEW
67 NYF ISHARES TR 18,087 $968K 0.03% NEW
68 IVLU ISHARES TR 24,961 $950K 0.03% NEW
69 DIS DISNEY WALT CO Communication Services 8,130 $925K 0.03% NEW
70 DHR DANAHER CORPORATION Healthcare 3,805 $871K 0.03% NEW
71 MMM 3M CO Industrials 5,435 $870K 0.03% NEW
72 ADSK AUTODESK INC Technology 2,899 $858K 0.03% NEW
73 VGIT VANGUARD SCOTTSDALE FDS 14,306 $857K 0.03% NEW
74 CWI SPDR INDEX SHS FDS 23,790 $855K 0.03% NEW
75 PGR PROGRESSIVE CORP Financial Services 3,533 $805K 0.03% NEW
76 AIG AMERICAN INTL GROUP INC Financial Services 9,241 $791K 0.02% NEW
77 IHAK ISHARES TR 15,000 $722K 0.02% NEW
78 ILMN ILLUMINA INC Healthcare 5,482 $719K 0.02% NEW
79 MDLZ MONDELEZ INTL INC Consumer Defensive 13,327 $717K 0.02% NEW
80 CEF/U SPROTT PHYSICAL GOLD & SILVE 15,572 $713K 0.02% NEW
81 LNG CHENIERE ENERGY INC Energy 3,646 $709K 0.02% NEW
82 EL LAUDER ESTEE COS INC Consumer Defensive 6,740 $706K 0.02% NEW
83 IEF ISHARES TR 7,295 $701K 0.02% NEW
84 JPM JPMORGAN CHASE & CO. Financial Services 2,062 $664K 0.02% NEW
85 TMUS T-MOBILE US INC Communication Services 3,235 $657K 0.02% NEW
86 FERG FERGUSON ENTERPRISES INC Industrials 2,935 $653K 0.02% NEW
87 VRT VERTIV HOLDINGS CO Industrials 3,780 $612K 0.02% NEW
88 AGG ISHARES TR 6,124 $612K 0.02% NEW
89 ALGN ALIGN TECHNOLOGY INC Healthcare 3,904 $610K 0.02% NEW
90 GD GENERAL DYNAMICS CORP Industrials 1,797 $605K 0.02% NEW
91 IGSB ISHARES TR 11,343 $600K 0.02% NEW
92 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 31,250 $598K 0.02% NEW
93 CNI CANADIAN NATL RY CO Industrials 6,019 $595K 0.02% NEW
94 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,789 $594K 0.02% NEW
95 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,944 $593K 0.02% NEW
96 USFD US FOODS HLDG CORP Consumer Defensive 7,856 $592K 0.02% NEW
97 LOW LOWES COS INC Consumer Cyclical 2,349 $566K 0.02% NEW
98 WDAY WORKDAY INC Technology 2,574 $553K 0.02% NEW
99 DOV DOVER CORP Industrials 2,720 $531K 0.02% NEW
100 IJR ISHARES TR 4,320 $519K 0.02% NEW
101 MRVL MARVELL TECHNOLOGY INC Technology 5,963 $507K 0.02% NEW
102 ARTY ISHARES TR 10,000 $482K 0.01% NEW
103 KO COCA COLA CO Consumer Defensive 6,876 $481K 0.01% NEW
104 MVST MICROVAST HOLDINGS INC Industrials 161,114 $451K 0.01% NEW
105 LMT LOCKHEED MARTIN CORP Industrials 910 $440K 0.01% NEW
106 MP MP MATERIALS CORP Basic Materials 8,679 $438K 0.01% NEW
107 SPMD SPDR SERIES TRUST 7,275 $421K 0.01% NEW
108 PHYS/U SPROTT PHYSICAL GOLD TR 12,482 $412K 0.01% NEW
109 SHYG ISHARES TR 9,441 $405K 0.01% NEW
110 ESGV VANGUARD WORLD FD 3,328 $403K 0.01% NEW
111 IWM ISHARES TR 1,616 $398K 0.01% NEW
112 BNDW VANGUARD SCOTTSDALE FDS 5,784 $398K 0.01% NEW
113 NOMAD FOODS LTD 31,454 $393K 0.01% NEW
114 BKSY BLACKSKY TECHNOLOGY INC Technology 20,669 $388K 0.01% NEW
115 PG PROCTER AND GAMBLE CO Consumer Defensive 2,646 $379K 0.01% NEW
116 B BARRICK MNG CORP Basic Materials 8,646 $377K 0.01% NEW
117 GEVO GEVO INC Basic Materials 185,220 $370K 0.01% NEW
118 JNJ JOHNSON & JOHNSON Healthcare 1,766 $365K 0.01% NEW
119 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,481 $364K 0.01% NEW
120 NEM NEWMONT CORP Basic Materials 3,556 $355K 0.01% NEW
121 CALC CALCIMEDICA INC Healthcare 53,703 $354K 0.01% NEW
122 CRWD CROWDSTRIKE HLDGS INC Technology 750 $352K 0.01% NEW
123 USAR USA RARE EARTH INC Basic Materials 26,100 $311K 0.01% NEW
124 SMR NUSCALE PWR CORP Utilities 21,251 $301K 0.01% NEW
125 ACHR ARCHER AVIATION INC Industrials 36,421 $274K 0.01% NEW
126 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,000 $270K 0.01% NEW
127 TIP ISHARES TR 2,405 $264K 0.01% NEW
128 IYE EXXON MOBIL CORP 2,158 $260K 0.01% NEW
129 OKLO OKLO INC Utilities 3,604 $259K 0.01% NEW
130 ARM ARM HOLDINGS PLC Technology 2,341 $256K 0.01% NEW
131 NNE NANO NUCLEAR ENERGY INC Industrials 10,639 $255K 0.01% NEW
132 ARQQ ARQIT QUANTUM INC Technology 11,528 $252K 0.01% NEW
133 APPS DIGITAL TURBINE INC Technology 49,920 $250K 0.01% NEW
134 SPYD SPDR SERIES TRUST 5,700 $247K 0.01% NEW
135 ZTS ZOETIS INC Healthcare 1,888 $238K 0.01% NEW
136 TEM TEMPUS AI INC Healthcare 3,937 $232K 0.01% NEW
137 VSGX VANGUARD WORLD FD 3,183 $228K 0.01% NEW
138 RSP INVESCO EXCHANGE TRADED FD T 1,139 $218K 0.01% NEW
139 KXI ISHARES TR 3,368 $218K 0.01% NEW
140 NVD GRANITESHARES ETF TR 30,364 $217K 0.01% NEW
141 MTD METTLER TOLEDO INTERNATIONAL Healthcare 150 $209K 0.01% NEW
142 SRPT SAREPTA THERAPEUTICS INC Healthcare 9,614 $207K 0.01% NEW
143 HIMS HIMS & HERS HEALTH INC Healthcare 6,234 $202K 0.01% NEW
144 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 14,160 $188K 0.01% NEW
145 LQD ISHARES TR 1,645 $181K 0.01% NEW
146 RGTI RIGETTI COMPUTING INC Technology 8,047 $178K 0.01% NEW
147 ONTO ONTO INNOVATION INC Technology 1,077 $170K 0.01% NEW
148 SOUN SOUNDHOUND AI INC Technology 16,900 $168K 0.01% NEW
149 CORZ CORE SCIENTIFIC INC NEW Technology 11,554 $168K 0.01% NEW
150 SGDM SPROTT ETF TRUST 2,292 $160K 0.01% NEW
151 INOD INNODATA INC Technology 3,130 $159K 0.01% NEW
152 MTA METALLA RTY & STREAMING LTD Basic Materials 20,490 $159K 0.01% NEW
153 NTAP NETAPP INC Technology 1,476 $158K 0.01% NEW
154 SII SPROTT INC Financial Services 1,599 $157K 0.01% NEW
155 ENPH ENPHASE ENERGY INC Energy 4,844 $155K 0.01% NEW
156 APLD APPLIED DIGITAL CORP Technology 6,227 $153K 0.01% NEW
157 RMBS* RAMBUS INC DEL 1,634 $150K 0.01% NEW
158 IBM INTERNATIONAL BUSINESS MACHS Technology 500 $148K 0.01% NEW
159 PEP PEPSICO INC Consumer Defensive 977 $140K 0.00% NEW
160 PWR QUANTA SVCS INC Industrials 300 $127K 0.00% NEW
161 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 12,100 $126K 0.00% NEW
162 GEV GE VERNOVA INC Utilities 193 $126K 0.00% NEW
163 NVAX NOVAVAX INC Healthcare 18,705 $126K 0.00% NEW
164 SHOP SHOPIFY INC Technology 776 $125K 0.00% NEW
165 REET ISHARES TR 4,845 $121K 0.00% NEW
166 CL COLGATE PALMOLIVE CO Consumer Defensive 1,526 $121K 0.00% NEW
167 IEMG ISHARES INC 1,692 $114K 0.00% NEW
168 QQQM INVESCO QQQ TR 177 $109K 0.00% NEW
169 UEC URANIUM ENERGY CORP Energy 8,833 $103K 0.00% NEW
170 EEM ISHARES TR 1,842 $101K 0.00% NEW
171 HD HOME DEPOT INC Consumer Cyclical 286 $98K 0.00% NEW
172 BN BROOKFIELD CORP Financial Services 2,092 $96K 0.00% NEW
173 PFE PFIZER INC Healthcare 3,735 $93K 0.00% NEW
174 MO ALTRIA GROUP INC Consumer Defensive 1,592 $92K 0.00% NEW
175 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 1,300 $89K 0.00% NEW
176 IWN ISHARES TR 489 $89K 0.00% NEW
177 IEUR ISHARES TR 1,207 $86K 0.00% NEW
178 KVUE KENVUE INC Consumer Defensive 4,289 $74K 0.00% NEW
179 MTN VAIL RESORTS INC Consumer Cyclical 546 $73K 0.00% NEW
180 JNK SPDR SERIES TRUST 710 $69K 0.00% NEW
181 FNV FRANCO NEV CORP Basic Materials 325 $67K 0.00% NEW
182 FTXH FIRST TR EXCHANGE TRADED FD 876 $63K 0.00% NEW
183 NET CLOUDFLARE INC Technology 301 $59K 0.00% NEW
184 AEM AGNICO EAGLE MINES LTD Basic Materials 344 $58K 0.00% NEW
185 CNYA ISHARES TR 1,646 $57K 0.00% NEW
186 TNDM TANDEM DIABETES CARE INC Healthcare 2,551 $56K 0.00% NEW
187 WPM WHEATON PRECIOUS METALS CORP Basic Materials 450 $53K 0.00% NEW
188 BBDO CAMECO CORP Financial Services 571 $52K 0.00% NEW
189 ETHA ISHARES ETHEREUM TR Financial Services 2,328 $52K 0.00% NEW
190 DV DOLLY VARDEN SILVER CORP Technology 11,668 $51K 0.00% NEW
191 STT SPDR DOW JONES INDL AVERAGE Financial Services 103 $49K 0.00% NEW
192 VIG VANGUARD SPECIALIZED FUNDS 208 $46K 0.00% NEW
193 SPIP SPDR SERIES TRUST 1,600 $42K 0.00% NEW
194 VYM VANGUARD WHITEHALL FDS 223 $32K 0.00% NEW
195 MSTR MICROSTRATEGY INC Technology 210 $32K 0.00% NEW
196 SLVR SPROTT FDS TR 506 $28K 0.00% NEW
197 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 337 $26K 0.00% NEW
198 GBUG SPROTT FDS TR Financial Services 566 $25K 0.00% NEW
199 HOOD ROBINHOOD MKTS INC Financial Services 204 $23K 0.00% NEW
200 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 258 $21K 0.00% NEW
201 URNM SPROTT FDS TR 384 $21K 0.00% NEW
202 CRCL CIRCLE INTERNET GROUP INC Financial Services 263 $21K 0.00% NEW
203 MSOS ADVISORSHARES TR 4,010 $19K 0.00% NEW
204 IXC ISHARES TR 437 $18K 0.00% NEW
205 BAM BROOKFIELD ASSET MANAGMT LTD Financial Services 348 $18K 0.00% NEW
206 VLO VALERO ENERGY CORP Energy 91 $15K NEW
207 RIOT RIOT PLATFORMS INC Financial Services 1,148 $15K NEW
208 BTDR BITDEER TECHNOLOGIES GROUP Technology 1,229 $14K NEW
209 MARA MARA HOLDINGS INC Financial Services 1,377 $12K NEW
210 PLTR PALANTIR TECHNOLOGIES INC Technology 67 $12K NEW
211 VUZI VUZIX CORP Technology 2,250 $9K NEW
212 PRU PRUDENTIAL FINL INC Financial Services 74 $8K NEW
213 WULF TERAWULF INC Financial Services 722 $8K NEW
214 FCEL FUELCELL ENERGY INC Industrials 942 $7K NEW
215 BNTX BIONTECH SE Healthcare 30 $3K NEW
216 TWI TITAN INTL INC ILL Industrials 255 $2K NEW
217 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 20 $2K NEW
218 WD5A TRAVEL PLUS LEISURE CO 20 $1K NEW
219 PBM PSYENCE BIOMEDICAL LTD Healthcare 561 $422 NEW
220 GTX GARRETT MOTION INC Consumer Cyclical 15 $261 NEW
221 EZRA RELIANCE GLOBAL GROUP INC Financial Services 146 $74 NEW
222 PTON PELOTON INTERACTIVE INC Consumer Cyclical 10 $61 NEW
Sector Allocation
Financial Services 27.0%
Technology 25.4%
Communication Services 16.4%
Industrials 15.0%
Consumer Cyclical 10.5%
Healthcare 5.3%
Consumer Defensive 0.2%
Energy 0.1%
Basic Materials 0.1%
Utilities 0.0%