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Stonehage Fleming Financial Services Holdings Ltd

Q2 2025 · 13F-HR

Stonehage Fleming Financial Services Holdings Ltdholdings as filed

Filed 2025-07-25 · accession 0001214659-25-010895

$3.44B
Reported value
212
Positions
2025-06-30
Period end
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The Brief · Stonehage Fleming Financial Services Holdings Ltd · Q2 2025

AI · grounded in 13F

Stonehage Fleming Financial Services Holdings Ltd established a new position in AMZN valued at $314.97M. The fund also initiated new stakes in MSFT for $305.18M and NFLX for $279.63M. Additional new positions include GE at $226.84M and APH at $225.76M. Total assets under management stand at $3.44B across 212 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAMAZON COM INC$315.0M9.14%1,435,642CommonSHARED
594918104MSFTMICROSOFT CORP$305.2M8.86%613,532CommonSHARED
64110L106NFLXNETFLIX INC$279.6M8.12%208,812CommonSHARED
369604301GEGE AEROSPACE$226.8M6.59%881,305CommonSHARED
032095101APHAMPHENOL CORP NEW$225.8M6.55%2,286,146CommonSHARED
02079K107GOOGALPHABET INC$208.1M6.04%1,172,852CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$197.5M5.73%634,062CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$191.9M5.57%341,413CommonSHARED
92826C839VVISA INC$179.8M5.22%506,341CommonSHARED
863667101SYKSTRYKER CORPORATION$174.5M5.07%441,106CommonSHARED
78409V104SPGIS&P GLOBAL INC$166.1M4.82%314,957CommonSHARED
217204106CPRTCOPART INC$152.2M4.42%3,101,570CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$151.6M4.40%491,940CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$147.4M4.28%460,359CommonSHARED
580135101MCDMCDONALDS CORP$118.0M3.43%403,995CommonSHARED
98978V103ZTSZOETIS INC$98.0M2.85%628,677CommonSHARED
02079K305GOOGLALPHABET INC$35.9M1.04%203,720CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$34.0M0.99%374,489CommonSHARED
464287200IVVISHARES TR$28.1M0.82%45,275CommonSHARED
922042775VEUVANGUARD INTL EQUITY INDEX F$20.1M0.58%299,573CommonSHARED
78463V107GLDSPDR GOLD TR$13.6M0.40%44,696CommonSHARED
922908769VTIVANGUARD INDEX FDS$12.7M0.37%41,874CommonSHARED
922908363VOOVANGUARD INDEX FDS$12.0M0.35%21,060CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$8.3M0.24%64,220CommonSHARED
30303M102METAMETA PLATFORMS INC$7.3M0.21%9,950CommonSHARED
464288414MUBISHARES TR$7.1M0.21%68,302CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.2M0.15%10,714CommonSHARED
92206C714VONVVANGUARD SCOTTSDALE FDS$4.3M0.13%50,748CommonSHARED
464285204IAUISHARES GOLD TR$3.7M0.11%59,257CommonSHARED
464288356CMFISHARES TR$3.6M0.10%64,521CommonSHARED
67066G104NVDANVIDIA CORPORATION$3.5M0.10%22,249CommonSHARED
921909768VXUSVANGUARD STAR FDS$3.5M0.10%50,655CommonSHARED
90139K100QLTY2023 ETF SERIES TRUST II$3.1M0.09%89,765CommonSHARED
46436F103IAUMISHARES GOLD TR$3.0M0.09%90,315CommonSHARED
037833100AAPLAPPLE INC$2.9M0.08%14,014CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$2.8M0.08%9,110CommonSHARED
46435G409IVLUISHARES TR$2.8M0.08%86,144CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$2.8M0.08%29,760CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.6M0.08%11,447CommonSHARED
48251W104KKRKKR & CO INC$2.5M0.07%19,025CommonSHARED
464288257ACWIISHARES TR$2.5M0.07%19,426CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$2.4M0.07%3,926CommonSHARED
92204A504VHTVANGUARD WORLD FD$2.4M0.07%9,530CommonSHARED
872540109TJXTJX COS INC NEW$2.0M0.06%15,855CommonSHARED
88160R101TSLATESLA INC$1.8M0.05%5,740CommonSHARED
461202103INTUINTUIT$1.7M0.05%2,220CommonSHARED
149123101CATCATERPILLAR INC$1.7M0.05%4,371CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$1.6M0.05%279CommonSHARED
060505104BACBANK AMERICA CORP$1.5M0.04%30,759CommonSHARED
78464A375SPIBSPDR SERIES TRUST$1.4M0.04%43,073CommonSHARED
337738108FISVFISERV INC$1.4M0.04%8,321CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$1.3M0.04%17,080CommonSHARED
G0260P102ASAMER SPORTS INC$1.3M0.04%34,022CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$1.3M0.04%17,893CommonSHARED
92206C870VCITVANGUARD SCOTTSDALE FDS$1.3M0.04%15,246CommonSHARED
911363109URIUNITED RENTALS INC$1.3M0.04%1,664CommonSHARED
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.2M0.03%602CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$1.1M0.03%22,886CommonSHARED
867224107SUSUNCOR ENERGY INC NEW$1.1M0.03%29,801CommonSHARED
46438F101IBITISHARES BITCOIN TRUST ETF$1.1M0.03%17,523CommonSHARED
532457108LLYELI LILLY & CO$1.0M0.03%1,313CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$1.0M0.03%13,142CommonSHARED
052769106ADSKAUTODESK INC$1.0M0.03%3,266CommonSHARED
254687106DISDISNEY WALT CO$1.0M0.03%8,130CommonSHARED
92206C706VGITVANGUARD SCOTTSDALE FDS$1.0M0.03%16,802CommonSHARED
931142103WMTWALMART INC$978,6790.03%10,009CommonSHARED
743315103PGRPROGRESSIVE CORP$942,8160.03%3,533CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$938,7510.03%10,968CommonSHARED
82835P103SVMSILVERCORP METALS INC$910,0340.03%215,204CommonSHARED
92206C409VCSHVANGUARD SCOTTSDALE FDS$908,0490.03%11,422CommonSHARED
036752103ELVELEVANCE HEALTH INC$891,4960.03%2,292CommonSHARED
16411R208LNGCHENIERE ENERGY INC$887,8730.03%3,646CommonSHARED
82575P107SBSWSIBANYE STILLWATER LTD$860,8760.02%119,235CommonSHARED
803054204SAPSAP SE$842,3570.02%2,770CommonSHARED
00287Y109ABBVABBVIE INC$835,2900.02%4,500CommonSHARED
29258Y103EXKENDEAVOUR SILVER CORP$811,5040.02%165,020CommonSHARED
032654105ADIANALOG DEVICES INC$811,1720.02%3,408CommonSHARED
46435U135IHAKISHARES TR$798,1500.02%15,000CommonSHARED
482480100KLACKLA CORP$786,4590.02%878CommonSHARED
46434G103IEMGISHARES INC$785,7310.02%13,089CommonSHARED
78463X848CWISPDR INDEX SHS FDS$776,9810.02%23,790CommonSHARED
872590104TMUST-MOBILE US INC$770,7710.02%3,235CommonSHARED
29082A107EMBJEMBRAER S.A.$769,8210.02%13,527CommonSHARED
718172109PMPHILIP MORRIS INTL INC$731,6160.02%4,017CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$721,6230.02%3,314CommonSHARED
609207105MDLZMONDELEZ INTL INC$692,0010.02%10,261CommonSHARED
00724F101ADBEADOBE INC$639,8990.02%1,654CommonSHARED
136375102CNICANADIAN NATL RY CO$626,2160.02%6,019CommonSHARED
742718109PGPROCTER AND GAMBLE CO$620,7090.02%3,896CommonSHARED
452327109ILMNILLUMINA INC$607,3800.02%6,366CommonSHARED
464288646IGSBISHARES TR$598,4560.02%11,343CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$597,7940.02%2,062CommonSHARED
88579Y101MMM3M CO$586,1240.02%3,850CommonSHARED
670346105NUENUCOR CORP$569,9760.02%4,400CommonSHARED
099406100BOOTBOOT BARN HLDGS INC$560,8800.02%3,690CommonSHARED
464287440IEFISHARES TR$545,4100.02%5,695CommonSHARED
042068205ARMARM HOLDINGS PLC$540,3730.02%3,341CommonSHARED
219350105GLWCORNING INC$537,9950.02%10,230CommonSHARED
G6564A105NOMDNOMAD FOODS LTD$534,4030.02%31,454CommonSHARED
548661107LOWLOWES COS INC$521,1720.02%2,349CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$504,9150.01%3,111CommonSHARED
016255101ALGNALIGN TECHNOLOGY INC$503,9960.01%2,662CommonSHARED
260003108DOVDOVER CORP$498,3850.01%2,720CommonSHARED
98138H101WDAYWORKDAY INC$491,5200.01%2,048CommonSHARED
553368101MPMP MATERIALS CORP$491,3970.01%14,770CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$490,9280.01%1,060CommonSHARED
191216100KOCOCA COLA CO$486,4760.01%6,876CommonSHARED
464287804IJRISHARES TR$472,1320.01%4,320CommonSHARED
235851102DHRDANAHER CORPORATION$470,9350.01%2,384CommonSHARED
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$468,7170.01%15,572CommonSHARED
904767704UNILEVER PLC$464,8920.01%7,600CommonSHARED
879105104THQABRDN HEALTHCARE OPPORTUNITI$464,4210.01%25,254CommonSHARED
92206C565BNDWVANGUARD SCOTTSDALE FDS$462,3610.01%6,669CommonSHARED
478160104JNJJOHNSON & JOHNSON$429,0740.01%2,809CommonSHARED
46435U556ARTYISHARES TR$410,0000.01%10,000CommonSHARED
46434V407SHYGISHARES TR$407,2840.01%9,441CommonSHARED
02209S103MOALTRIA GROUP INC$399,7380.01%6,818CommonSHARED
916896103UECURANIUM ENERGY CORP$399,4930.01%58,749CommonSHARED
78464A847SPMDSPDR SERIES TRUST$395,6140.01%7,275CommonSHARED
38747R629NVDGRANITESHARES ETF TR$383,8000.01%30,364CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$381,9820.01%750CommonSHARED
921910733ESGVVANGUARD WORLD FD$364,8810.01%3,328CommonSHARED
464287655IWMISHARES TR$348,7160.01%1,616CommonSHARED
292671708UUUUENERGY FUELS INC$342,4830.01%59,379CommonSHARED
422704106HLHECLA MNG CO$323,0520.01%53,932CommonSHARED
85207H104PHYSSPROTT PHYSICAL GOLD TR$316,4180.01%12,482CommonSHARED
464287176TIPISHARES TR$305,2500.01%2,774CommonSHARED
26152H301DRDDRDGOLD LIMITED$290,5940.01%21,800CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$281,3700.01%2,481CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$259,0080.01%1,900CommonSHARED
78468R788SPYDSPDR SERIES TRUST$241,9080.01%5,700CommonSHARED
30231G102XOMEXXON MOBIL CORP$232,6320.01%2,158CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$231,4500.01%5,000CommonSHARED
91912E105VALEVALE S A$231,0590.01%23,796CommonSHARED
464288737KXIISHARES TR$220,1990.01%3,368CommonSHARED
651639106NEMNEWMONT CORP$207,1720.01%3,556CommonSHARED
46137V357RSPINVESCO EXCHANGE TRADED FD T$207,0010.01%1,139CommonSHARED
921910725VSGXVANGUARD WORLD FD$203,9010.01%3,113CommonSHARED
29355A107ENPHENPHASE ENERGY INC$192,0640.01%4,844CommonSHARED
713448108PEPPEPSICO INC$187,4960.01%1,420CommonSHARED
464287242LQDISHARES TR$180,3070.01%1,645CommonSHARED
06849F108BBARRICK MNG CORP$179,6380.01%8,646CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$176,2080.01%150CommonSHARED
75513E101RTXRTX CORPORATION$175,2240.01%1,200CommonSHARED
64110D104NTAPNETAPP INC$157,2670.00%1,476CommonSHARED
487836108KKELLANOVA$149,9140.00%1,885CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$147,3900.00%500CommonSHARED
N07059210ASMLASML HOLDING N V$143,4480.00%179CommonSHARED
464288760ITAISHARES TR$135,8200.00%720CommonSHARED
260557103DOWDOW INC$123,8990.00%4,679CommonSHARED
46434V647REETISHARES TR$119,6710.00%4,845CommonSHARED
374396406GEVOGEVO INC$115,7640.00%87,700CommonSHARED
46137V241SPHQINVESCO EXCHANGE TRADED FD T$115,4410.00%1,620CommonSHARED
74762E102QUREQUANTA SVCS INC$113,4240.00%300CommonSHARED
852066208SIISPROTT INC$110,4740.00%1,599CommonSHARED
437076102HDHOME DEPOT INC$104,8590.00%286CommonSHARED
750917106RMBSRAMBUS INC DEL$104,6080.00%1,634CommonSHARED
85210B102SGDMSPROTT ETF TRUST$103,6900.00%2,292CommonSHARED
36828A101GEVGE VERNOVA INC$102,1250.00%193CommonSHARED
46090E103QQQINVESCO QQQ TR$97,6400.00%177CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$95,6880.00%236CommonSHARED
717081103PFEPFIZER INC$90,5360.00%3,735CommonSHARED
49177J102KVUEKENVUE INC$89,7680.00%4,289CommonSHARED
82509L107SHOPSHOPIFY INC$89,5110.00%776CommonSHARED
464287234EEMISHARES TR$88,8580.00%1,842CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$87,9670.00%2,033CommonSHARED
11271J107BNBROOKFIELD CORP$86,2800.00%1,395CommonSHARED
76131D103QSRRESTAURANT BRANDS INTL INC$86,1770.00%1,300CommonSHARED
91879Q109MTNVAIL RESORTS INC$85,7920.00%546CommonSHARED
46434V738IEURISHARES TR$79,9030.00%1,207CommonSHARED
59124U605MTAMETALLA RTY & STREAMING LTD$78,6810.00%20,490CommonSHARED
464287630IWNISHARES TR$77,1440.00%489CommonSHARED
78468R622JNKSPDR SERIES TRUST$69,0610.00%710CommonSHARED
37960A735BKCHGLOBAL X FDS$68,3780.00%1,298CommonSHARED
594972408MSTRMICROSTRATEGY INC$64,6760.00%160CommonSHARED
33734X846CIBRFIRST TR EXCHANGE TRADED FD$61,2950.00%811CommonSHARED
075887109BDXBECTON DICKINSON & CO$60,9760.00%354CommonSHARED
18915M107NETCLOUDFLARE INC$58,9440.00%301CommonSHARED
351858105FNVFRANCO NEV CORP$53,2740.00%325CommonSHARED
875372203TNDMTANDEM DIABETES CARE INC$47,5500.00%2,551CommonSHARED
46434V514CNYAISHARES TR$47,2560.00%1,646CommonSHARED
78467X109DIASPDR DOW JONES INDL AVERAGE$45,3860.00%103CommonSHARED
13321L108CCJCAMECO CORP$42,3850.00%571CommonSHARED
78464A656SPIPSPDR SERIES TRUST$41,6960.00%1,600CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$40,9110.00%344CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$40,4100.00%450CommonSHARED
654106103NKENIKE INC$39,1430.00%551CommonSHARED
256827783DVSDOLLY VARDEN SILVER CORP$38,9930.00%11,668CommonSHARED
070830104BBWIBATH & BODY WORKS INC$33,3150.00%1,112CommonSHARED
46438R105ETHAISHARES ETHEREUM TR$23,5320.00%1,234CommonSHARED
113004105BAMBROOKFIELD ASSET MANAGMT LTD$19,2370.00%348CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$19,1100.00%258CommonSHARED
85208P303URNMSPROTT FDS TR$18,4050.00%384CommonSHARED
464287341IXCISHARES TR$17,1690.00%437CommonSHARED
91913Y100VLOVALERO ENERGY CORP$12,2320.00%91CommonSHARED
00768Y453MSOSADVISORSHARES TR$9,6640.00%4,010CommonSHARED
744320102PRUPRUDENTIAL FINL INC$7,9500.00%74CommonSHARED
92942W107KLGWK KELLOGG CO$7,5070.00%471CommonSHARED
929740108WABWABTEC$6,9080.00%33CommonSHARED
926400102VSCOVICTORIAS SECRET AND CO$6,8520.00%370CommonSHARED
92921W300VUZIVUZIX CORP$6,5700.00%2,250CommonSHARED
35952H700FCELFUELCELL ENERGY INC$5,2840.00%942CommonSHARED
92556V106VTRSVIATRIS INC$4,1340.00%463CommonSHARED
09075V102BNTXBIONTECH SE$3,1940.00%30CommonSHARED
74449F308PBMWWPSYENCE BIOMEDICAL LTD$2,9900.00%561CommonSHARED
88830M102TWITITAN INTL INC ILL$2,6180.00%255CommonSHARED
518439104ELLAUDER ESTEE COS INC$1,7770.00%22CommonSHARED
98311A105WHWYNDHAM HOTELS & RESORTS INC$1,6240.00%20CommonSHARED
894164102TNLTRAVEL PLUS LEISURE CO$1,0320.00%20CommonSHARED
75946W405EZRAWRELIANCE GLOBAL GROUP INC$2730.00%146CommonSHARED
366505105GTXGARRETT MOTION INC$1570.00%15CommonSHARED
70614W100PTONPELOTON INTERACTIVE INC$690.00%10CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.