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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 6 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRVL MARVELL TECHNOLOGY INC Technology 5,963.0 $507K 0.02% $84.98 +151.1%
102 ARTY ISHARES TR 10,000.0 $482K 0.01% $48.18 +48.1%
103 KO COCA COLA CO Consumer Defensive 6,876.0 $481K 0.01% $69.91 +15.1%
104 MVST MICROVAST HOLDINGS INC Industrials 161,114.0 $451K 0.01% NEW $2.80 -45.4%
105 LMT LOCKHEED MARTIN CORP Industrials 910.0 $440K 0.01% $483.67 +9.5%
106 MP MP MATERIALS CORP Basic Materials 8,679.0 $438K 0.01% NEW $50.52 +29.0%
107 SPMD SPDR SERIES TRUST 7,275.0 $421K 0.01% $57.91 +12.5%
108 PHYS SPROTT PHYSICAL GOLD TR Financial Services 12,482.0 $412K 0.01% $33.02 +3.5%
109 SHYG ISHARES TR 9,441.0 $405K 0.01% $42.87 -0.8%
110 ESGV VANGUARD WORLD FD 3,328.0 $403K 0.01% $120.96 +9.5%
111 IWM ISHARES TR 1,616.0 $398K 0.01% $246.16 +17.7%
112 BNDW VANGUARD SCOTTSDALE FDS 5,784.0 $398K 0.01% -454.0 -7.3% $68.74 -0.7%
113 NOMD NOMAD FOODS LTD Consumer Defensive 31,454.0 $393K 0.01% $12.51 -17.9%
114 BKSY BLACKSKY TECHNOLOGY INC Technology 20,669.0 $388K 0.01% NEW $18.75 +173.7%
115 PG PROCTER AND GAMBLE CO Consumer Defensive 2,646.0 $379K 0.01% -1K -32.1% $143.31 +0.4%
116 B BARRICK MNG CORP Basic Materials 8,646.0 $377K 0.01% $43.62 -4.1%
117 GEVO GEVO INC Basic Materials 185,220.0 $370K 0.01% $2.00 -8.0%
118 JNJ JOHNSON & JOHNSON Healthcare 1,766.0 $365K 0.01% -1K -37.1% $206.95 +11.1%
119 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,481.0 $364K 0.01% $146.58 -11.8%
120 NEM NEWMONT CORP Basic Materials 3,556.0 $355K 0.01% $99.85 +10.9%
Page 6 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%