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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 7 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KWEB KRANESHARES TRUST 18,500.0 $453K 0.01% NEW $24.47 +8.1%
122 JNJ JOHNSON & JOHNSON Healthcare 1,766.0 $449K 0.01% $253.97 +4.5%
123 ESGV VANGUARD WORLD FD 3,328.0 $440K 0.01% $132.24 +3.7%
124 LMT LOCKHEED MARTIN CORP Industrials 810.0 $413K 0.01% -100.0 -11.0% $509.46 +10.5%
125 SHYG ISHARES TR 9,441.0 $400K 0.01% $42.41 -0.2%
126 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,944.0 $398K 0.01% $33.29 +34.8%
127 BNDW VANGUARD SCOTTSDALE FDS 5,784.0 $396K 0.01% $68.53 -1.4%
128 PG PROCTER & GAMBLE CO Consumer Defensive 2,646.0 $388K 0.01% $146.64 -2.1%
129 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,398.0 $388K 0.01% NEW $114.18 +2.8%
130 ARM ARM HOLDINGS PLC Technology 1,000.0 $355K 0.01% -1K -57.3% $354.57 -29.4%
131 CEF SPROTT ASSET MANAGEMENT LP Financial Services 8,703.0 $350K 0.01% -7K -44.1% $40.23 +18.4%
132 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,551.0 $348K 0.01% -931.0 -7.5% $30.17 +15.8%
133 NOMD NOMAD FOODS LTD Consumer Defensive 30,532.0 $334K 0.01% -922.0 -2.9% $10.95 +10.1%
134 NEM NEWMONT CORP Basic Materials 3,556.0 $332K 0.01% $93.40 +41.4%
135 B BARRICK MNG CORP Basic Materials 8,646.0 $318K 0.01% $36.76 +28.3%
136 EQNR EQUINOR ASA Energy 10,000.0 $314K 0.01% NEW $31.40 +31.9%
137 GEVO GEVO INC Basic Materials 185,220.0 $278K 0.01% $1.50 +12.0%
138 VSGX VANGUARD WORLD FD 3,220.0 $265K 0.01% +37.0 +1.2% $82.34 +2.0%
139 TIP ISHARES TR 2,405.0 $263K 0.01% $109.43 -1.9%
140 MU MICRON TECHNOLOGY INC Technology 222.0 $256K 0.01% NEW $1154.29 -19.2%
Page 7 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%