StockDriftsStockDriftsTop 50 Stonehage Fleming Financial Services Holdings LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 9.81% | 814.4K | $287.8M | -2.28%(-19.03K) | $132.77(+158.08%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 7.87% | 610.7K | $230.7M | +14.76%(+78.56K) | $321.15(+22.61%) | 2026-06-30 | |
| KLAC | KLA CORP | 6.01% | 584.3K | $176.3M | +7669.61%(+576.75K) | $218.07(-8.93%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 5.62% | 404.4K | $164.7M | -4.53%(-19.21K) | $420.83(-1.23%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 5.48% | 312.7K | $160.6M | -2.83%(-9.12K) | $473.47(+19.72%) | 2026-06-30 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 5.45% | 426.0K | $159.9M | -7.29%(-33.50K) | $261.37(+22.98%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 4.87% | 621.4K | $142.7M | -4.41%(-28.67K) | $245.37(+1.05%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.75% | 584.8K | $139.4M | -7.93%(-50.35K) | $145.40(+80.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.62% | 363.0K | $135.4M | -4.76%(-18.14K) | $287.70(+68.95%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 4.52% | 420.7K | $132.4M | -2.64%(-11.41K) | $264.77(+25.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.54% | +27.86% | +3.22% | +17.18% |
| Top 20 Holdings Unweighted | +10.60% | +35.28% | +4.57% | +25.05% |
Stonehage Fleming Financial Services Holdings LTD reports $2.93B in US-listed equity holdings across 215 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (9.8%), AVGO (7.9%) and KLAC (6.0%). The top 20 holdings account for 90.61% of reported assets. Its disclosed equity book has returned +27.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stonehage Fleming Financial Services Holdings LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1786379). View Stonehage Fleming Financial Services Holdings LTD’s 13F filings on SEC