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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 3 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 29,760.0 $2.4M 0.07% $81.71 -12.1%
42 KKR KKR & CO INC Financial Services 18,498.0 $2.4M 0.07% $127.48 -26.2%
43 TJX TJX COS INC NEW Consumer Cyclical 14,601.0 $2.2M 0.07% -1K -7.9% $153.61 +3.0%
44 VHT VANGUARD WORLD FD 7,113.0 $2.0M 0.06% -2K -23.6% $287.85 -3.0%
45 ADI ANALOG DEVICES INC Technology 6,799.0 $1.8M 0.06% +3K +71.8% $271.20 +46.4%
46 ACWI ISHARES TR 11,975.0 $1.7M 0.05% -8K -41.1% $141.49 +10.2%
47 BAC BANK AMERICA CORP Financial Services 30,759.0 $1.7M 0.05% $55.00 -5.8%
48 BKNG BOOKING HOLDINGS INC Consumer Cyclical 307.0 $1.6M 0.05% +28.0 +10.0% $5355.33 -97.0%
49 INTU INTUIT Technology 2,220.0 $1.5M 0.04% $662.42 -51.7%
50 LLY ELI LILLY & CO Healthcare 1,363.0 $1.5M 0.04% $1074.68 -0.9%
51 VWO VANGUARD INTL EQUITY INDEX F 26,518.0 $1.4M 0.04% +4K +15.9% $53.76 +9.7%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 8,442.0 $1.4M 0.04% -2K -20.7% $160.40 +17.8%
53 URI UNITED RENTALS INC Industrials 1,664.0 $1.3M 0.04% $809.32 +16.0%
54 VONV VANGUARD SCOTTSDALE FDS 14,534.0 $1.3M 0.04% -32K -68.6% $92.30 +12.3%
55 SU SUNCOR ENERGY INC NEW Energy 29,801.0 $1.3M 0.04% $44.36 +51.8%
56 VCIT VANGUARD SCOTTSDALE FDS 15,543.0 $1.3M 0.04% $83.75 -1.8%
57 EW EDWARDS LIFESCIENCES CORP Healthcare 14,809.0 $1.3M 0.04% -650.0 -4.2% $85.25 +0.6%
58 SPIB SPDR SERIES TRUST 36,557.0 $1.2M 0.04% -7K -15.1% $33.81 -1.4%
59 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 566.0 $1.2M 0.04% -36.0 -6.0% $2146.18 -7.2%
60 CARR CARRIER GLOBAL CORPORATION Industrials 22,648.0 $1.2M 0.04% +4K +20.7% $52.84 +19.5%
Page 3 of 12  ·  222 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%