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Portfolio (Quarterly) Guide ↗

Stonehage Fleming Financial Services Holdings Ltd

· CIK 0001786379
13F Portfolio $3.3B AUM 269 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New 29 Added 45 Reduced 26 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAU ISHARES GOLD TR Financial Services 36,595.0 $3.0M 0.09% -23K -38.2% $81.17 +4.5%
22 UNH UNITEDHEALTH GROUP INC Healthcare 8,658.0 $2.9M 0.09% -77.0 -0.9% $330.11 +17.7%
23 TJX TJX COS INC NEW Consumer Cyclical 14,601.0 $2.2M 0.07% -1K -7.9% $153.61 +3.0%
24 VHT VANGUARD WORLD FD 7,113.0 $2.0M 0.06% -2K -23.6% $287.85 -3.0%
25 ACWI ISHARES TR 11,975.0 $1.7M 0.05% -8K -41.1% $141.49 +10.2%
26 PM PHILIP MORRIS INTL INC Consumer Defensive 8,442.0 $1.4M 0.04% -2K -20.7% $160.40 +17.8%
27 VONV VANGUARD SCOTTSDALE FDS 14,534.0 $1.3M 0.04% -32K -68.6% $92.30 +12.3%
28 EW EDWARDS LIFESCIENCES CORP Healthcare 14,809.0 $1.3M 0.04% -650.0 -4.2% $85.25 +0.6%
29 SPIB SPDR SERIES TRUST 36,557.0 $1.2M 0.04% -7K -15.1% $33.81 -1.4%
30 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 566.0 $1.2M 0.04% -36.0 -6.0% $2146.18 -7.2%
31 IVLU ISHARES TR 24,961.0 $950K 0.03% -53K -68.0% $38.05 +12.1%
32 VGIT VANGUARD SCOTTSDALE FDS 14,306.0 $857K 0.03% -2K -14.9% $59.93 -2.0%
33 AIG AMERICAN INTL GROUP INC Financial Services 9,241.0 $791K 0.02% -2K -15.8% $85.55 -9.9%
34 IEF ISHARES TR 7,295.0 $701K 0.02% -388.0 -5.0% $96.16 -2.4%
35 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,944.0 $593K 0.02% -6K -33.4% $49.65 -13.5%
36 BNDW VANGUARD SCOTTSDALE FDS 5,784.0 $398K 0.01% -454.0 -7.3% $68.74 -1.0%
37 PG PROCTER AND GAMBLE CO Consumer Defensive 2,646.0 $379K 0.01% -1K -32.1% $143.31 +0.8%
38 JNJ JOHNSON & JOHNSON Healthcare 1,766.0 $365K 0.01% -1K -37.1% $206.95 +13.2%
39 TIP ISHARES TR 2,405.0 $264K 0.01% -190.0 -7.3% $109.91 +0.4%
40 ZTS ZOETIS INC Healthcare 1,888.0 $238K 0.01% -625K -99.7% $125.82 -36.4%
Page 2 of 3  ·  45 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
Financial Services 27.2%
Technology 25.3%
Communication Services 16.4%
Industrials 15.0%
Consumer Cyclical 10.4%
Healthcare 5.3%
Consumer Defensive 0.2%
Basic Materials 0.1%
Energy 0.1%
Utilities 0.0%