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Portfolio (Quarterly) Guide ↗

Stonehage Fleming Financial Services Holdings Ltd

· CIK 0001786379
13F Portfolio $3.5B AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 219 New
Page 4 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 602.0 $1.1M 0.03% NEW $1789.16 +11.6%
62 ABBV ABBVIE INC Healthcare 4,500.0 $1.0M 0.03% NEW $231.54 -8.0%
63 LLY ELI LILLY & CO Healthcare 1,363.0 $1.0M 0.03% NEW $763.00 +39.8%
64 WMT WALMART INC Consumer Defensive 10,009.0 $1.0M 0.03% NEW $103.06 +15.0%
65 AMER SPORTS INC 29,508.0 $1.0M 0.03% NEW $34.75
66 VGIT VANGUARD SCOTTSDALE FDS 16,802.0 $1.0M 0.03% NEW $60.03 -1.8%
67 ADI ANALOG DEVICES INC Technology 3,957.0 $972K 0.03% NEW $245.70 +70.9%
68 ELV ELEVANCE HEALTH INC Healthcare 2,967.0 $959K 0.03% NEW $323.12 +20.0%
69 KLAC KLA CORP Technology 878.0 $947K 0.03% NEW $1078.60 +86.5%
70 EMBJ EMBRAER S.A. Industrials 15,527.0 $939K 0.03% NEW $60.45 -4.3%
71 DIS DISNEY WALT CO Communication Services 8,130.0 $931K 0.03% NEW $114.50 -9.8%
72 ADSK AUTODESK INC Technology 2,899.0 $921K 0.03% NEW $317.67 -25.0%
73 PGR PROGRESSIVE CORP Financial Services 3,533.0 $872K 0.03% NEW $246.95 -19.5%
74 AIG AMERICAN INTL GROUP INC Financial Services 10,968.0 $861K 0.02% NEW $78.54 -1.7%
75 LNG CHENIERE ENERGY INC Energy 3,646.0 $857K 0.02% NEW $234.98 -0.4%
76 MMM 3M CO Industrials 5,435.0 $843K 0.02% NEW $155.18 -0.7%
77 MDLZ MONDELEZ INTL INC Consumer Defensive 13,327.0 $833K 0.02% NEW $62.47 -2.0%
78 CWI SPDR INDEX SHS FDS 23,790.0 $831K 0.02% NEW $34.92 +16.8%
79 IHAK ISHARES TR 15,000.0 $785K 0.02% NEW $52.33 +8.8%
80 TMUS T-MOBILE US INC Communication Services 3,235.0 $774K 0.02% NEW $239.38 -20.2%
Page 4 of 11  ·  219 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 21.0%
Communication Services 17.3%
Industrials 17.3%
Consumer Cyclical 11.3%
Healthcare 7.9%
Consumer Defensive 0.2%
Basic Materials 0.1%
Energy 0.1%
Utilities 0.0%