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Portfolio (Quarterly) Guide ↗

Stonehage Fleming Financial Services Holdings Ltd

· CIK 0001786379
13F Portfolio $2.9B AUM 276 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 43 New 41 Added 58 Reduced 50 Exited
Page 5 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG ISHARES INC 11,596.0 $961K 0.03% +10K +585.3% $82.84 -0.8%
82 SAP SAP SE Technology 6,176.0 $952K 0.03% NEW $154.11 +43.7%
83 CF CF INDUSTRIES HOLD Basic Materials 8,600.0 $931K 0.03% NEW $108.26 +15.8%
84 USFD US FOODS HLDG CORP Consumer Defensive 8,983.0 $919K 0.03% +1K +14.3% $102.25 +5.5%
85 ILMN ILLUMINA INC Healthcare 5,223.0 $918K 0.03% -259.0 -4.7% $175.83 +29.5%
86 MRVL MARVELL TECHNOLOGY INC Technology 3,078.0 $917K 0.03% -3K -48.4% $297.89 -19.2%
87 IHAK ISHARES TR 15,000.0 $911K 0.03% $60.71 +10.3%
88 MDLZ MONDELEZ INTL INC Consumer Defensive 15,356.0 $888K 0.03% +2K +15.2% $57.84 +8.3%
89 GEV GE VERNOVA INC Utilities 743.0 $873K 0.03% +550.0 +285.0% $1174.86 -19.0%
90 DIS DISNEY WALT CO Communication Services 8,995.0 $866K 0.03% +865.0 +10.6% $96.25 +11.5%
91 AGI ALAMOS GOLD INC Basic Materials 28,000.0 $850K 0.03% NEW $30.34 +24.8%
92 VGIT VANGUARD SCOTTSDALE FDS 14,306.0 $844K 0.03% $58.98 -0.9%
93 VIKING HOLDINGS LTD 7,595.0 $795K 0.03% NEW $104.67
94 QQQ INVESCO QQQ TR Financial Services 1,079.0 $795K 0.03% +902.0 +509.6% $736.40 -2.3%
95 ARTY ISHARES TR 10,000.0 $762K 0.03% $76.16 -1.0%
96 ROST ROSS STORES INC Consumer Cyclical 3,566.0 $759K 0.03% NEW $212.85 +8.1%
97 PGR PROGRESSIVE CORP Financial Services 3,389.0 $740K 0.03% -144.0 -4.1% $218.45 -0.6%
98 IEF ISHARES TR 7,295.0 $690K 0.02% $94.57 -1.4%
99 JPM JPMORGAN CHASE & CO Financial Services 2,062.0 $675K 0.02% $327.33 +8.0%
100 TKR TIMKEN CO Industrials 4,600.0 $668K 0.02% NEW $145.32 -14.6%
Page 5 of 11  ·  215 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 35.9%
Financial Services 21.2%
Consumer Cyclical 12.2%
Industrials 11.9%
Healthcare 11.4%
Communication Services 6.8%
Consumer Defensive 0.2%
Energy 0.2%
Basic Materials 0.1%
Utilities 0.0%