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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 9 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFE PFIZER INC Healthcare 3,735.0 $90K 0.00% $24.08 +16.2%
162 SHOP SHOPIFY INC Technology 776.0 $89K 0.00% $114.18 +34.8%
163 LLY ELI LILLY & CO Healthcare 73.0 $88K 0.00% -1K -94.6% $1199.42 -2.1%
164 KVUE KENVUE INC Consumer Defensive 4,289.0 $82K 0.00% $19.11 +0.4%
165 CIBR FIRST TR EXCHANGE-TRADED FD 876.0 $79K 0.00% $89.85 +12.2%
166 MTN VAIL RESORTS INC Consumer Cyclical 546.0 $74K 0.00% $136.15 +6.8%
167 JNK SPDR SERIES TRUST 710.0 $68K 0.00% $96.37 -0.3%
168 CNYA ISHARES TR 1,646.0 $63K 0.00% $38.30 -6.2%
169 SOUN SOUNDHOUND AI INC Technology 8,450.0 $55K 0.00% -8K -50.0% $6.47 +12.3%
170 DIA STATE STR SPDR DOW JONES IND Financial Services 103.0 $54K 0.00% $522.39 +2.4%
171 VIG VANGUARD SPECIALIZED FUNDS 208.0 $49K 0.00% $236.62 +2.7%
172 SPIP SPDR SERIES TRUST 1,600.0 $41K 0.00% $25.68 -1.9%
173 BWXT BWX TECHNOLOGIES INC Industrials 204.0 $40K 0.00% NEW $194.65 -20.1%
174 SIVR ABRDN SILVER ETF TRUST Financial Services 697.0 $39K 0.00% NEW $56.22 +17.4%
175 TNDM TANDEM DIABETES CARE INC Healthcare 2,551.0 $38K 0.00% $15.09 +42.4%
176 VST VISTRA CORP Utilities 235.0 $37K 0.00% NEW $158.63 -12.0%
177 VYM VANGUARD WHITEHALL FDS 223.0 $35K 0.00% $158.03 +4.0%
178 FCEL FUELCELL ENERGY INC Industrials 942.0 $34K 0.00% $36.01 -46.4%
179 ZTS ZOETIS INC Healthcare 466.0 $33K 0.00% -1K -75.3% $71.86 +4.9%
180 ETHA ISHARES ETHEREUM TR Financial Services 2,748.0 $33K 0.00% +420.0 +18.0% $11.89 +59.4%
Page 9 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%