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Institutional

Stonehage Fleming Financial Services Holdings Ltd

CIK 0001786379
$2.75B
Reported AUM
226
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Stonehage Fleming Financial Services Holdings Ltd · Q1 2026

AI · grounded in 13F

Stonehage Fleming Financial Services Holdings Ltd established a new position in CTAS worth $100.3M. The fund also opened a new stake in WST for $63.9M and increased its holdings in NFLX by 73.67%. On the sell side, the fund trimmed its positions in GE by 43.83% and VRSK by 38.65%.

Portfolio · Q1 2026

GOOG$239.1MSPGI$180.2MNFLX$170.6MAVGO$164.7MMA$160.8MMCD$153.7MSYK$142.0MV$141.9MMSFT$141.1MAJG$140.8MGE$138.7MAMZNOther$842.8MSL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GOOGALPHABET INC$365.76-0.95%109.82%172.71%$239.1M8.70%288,796−25.7%
2SPGIS&P GLOBAL INC$424.441.03%-17.59%3.23%$180.2M6.56%3,755−0.9%
3NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$170.6M6.21%+752,850+73.7%
4AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$164.7M5.99%+89,904+20.3%
5MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$160.8M5.85%59,143−15.5%
6MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$153.7M5.59%+96,689+24.3%
7SYKSTRYKER CORPORATION$305.661.48%-19.61%18.51%$142.0M5.17%2,588−0.6%
8VVISA INC$323.571.06%-11.91%36.33%$141.9M5.16%94,359−16.7%
9MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$141.1M5.13%151,916−28.5%
10AJGGALLAGHER ARTHUR J & CO$216.142.44%-33.38%63.48%$140.8M5.12%20,004−3.0%
11GEGE AEROSPACE$328.000.11%28.99%419.83%$138.7M5.05%381,525−43.8%
12AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$132.3M4.81%216,656−25.4%
13CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%26.68%154.78%$127.7M4.65%83,747−15.4%
14APHAMPHENOL CORP$138.81-5.42%49.74%300.06%$108.5M3.95%530,366−38.2%
15CTASCINTAS CORP$179.85-0.06%-20.25%91.19%$100.3M3.65%+593,116NEW
16VRSKVERISK ANALYTICS INC$181.730.96%-42.70%-1.30%$78.1M2.84%259,410−38.7%
17WSTWEST PHARMACEUTICAL SVSC INC$314.50-0.89%40.43%-22.62%$63.9M2.32%+254,817NEW
18IVVISHARES TR$740.91-2.62%24.60%80.03%$50.5M1.84%+44,938+138.7%
19GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$31.5M1.14%69,559−38.9%
20VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%26.24%50.97%$24.2M0.88%+69,859+27.7%
21VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$14.9M0.54%+13,554+41.4%
22GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$14.1M0.51%8,367−20.3%
23VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%24.82%62.43%$12.2M0.44%+6,450+7.9%
24MUBISHARES TR$106.97-0.21%7.30%3.94%$11.8M0.43%+10,228+10.1%
25VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$11.6M0.42%+1,146+6.3%
26BRK/BBERKSHIRE HATHAWAY INC DEL$8.9M0.32%+8,605+85.7%
27KRMNKARMAN HLDGS INC$49.44-9.10%6.44%47.94%$7.1M0.26%HELD
28SGOLETFS GOLD TR$41.12-3.61%30.13%136.05%$6.6M0.24%+148,573NEW
29ACWIISHARES TR$154.39-2.98%24.80%63.87%$5.9M0.21%+30,489+254.6%
30CMFISHARES TR$57.28-0.17%7.22%2.77%$5.8M0.21%+39,842+64.0%
31METAMETA PLATFORMS INC$593.00-5.51%$5.4M0.20%454−4.6%
32IAUMISHARES GOLD TR$43.02-3.63%$5.3M0.19%+14,588+14.8%
33NVDANVIDIA CORPORATION$205.10-6.20%$5.2M0.19%+8,188+38.3%
34TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$5.0M0.18%+3,235+28.3%
35IAUISHARES GOLD TR$81.22-3.63%$5.0M0.18%+19,593+53.5%
36VXUSVANGUARD STAR FDS$83.03-3.73%$4.9M0.18%+7,395+13.1%
37QLTYGMO ETF TRUST$40.66-1.91%$4.6M0.17%+16,006+14.5%
38VONVVANGUARD SCOTTSDALE FDS$103.72-1.88%$4.2M0.15%+30,061+206.8%
39BKNGBOOKING HOLDINGS INC$165.84-0.99%$4.1M0.15%+678+220.8%
40ALSNALLISON TRANSMISSION HLDGS I$115.75-2.22%$3.9M0.14%+33,465NEW
41ELVELEVANCE HEALTH INC FORMERLY$415.531.49%$3.8M0.14%+10,094+340.2%
42VHTVANGUARD WORLD FD$284.130.26%$3.3M0.12%+4,992+70.2%
43MCKMCKESSON CORP$775.662.47%$3.2M0.12%+3,700NEW
44AAPLAPPLE INC$307.34-1.25%$3.2M0.12%+383+3.2%
45IVLUISHARES TR$42.04-2.48%$3.1M0.11%+53,153+212.9%
46VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$2.7M0.10%HELD
47SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$2.6M0.09%HELD
48CATCATERPILLAR INC$904.28-3.85%$2.6M0.09%745−17.0%
49GRBKGREEN BRICK PARTNERS INC$68.81-0.74%$2.5M0.09%+39,376NEW
50TJXTJX COS INC NEW$160.711.31%$2.3M0.08%218−1.5%
51UNHUNITEDHEALTH GROUP INC$399.470.76%$2.2M0.08%637−7.4%
52TSLATESLA INC$391.00-6.56%$2.1M0.08%HELD
53ADIANALOG DEVICES INC$401.39-6.38%$2.1M0.08%136−2.0%
54UBERUBER TECHNOLOGIES INC$70.71-2.08%$2.1M0.08%760−2.6%
55KKRKKR & CO INC$93.40-2.16%$2.0M0.07%+2,938+15.9%
56SUSUNCOR ENERGY INC NEW$62.22-4.96%$1.7M0.06%4,817−16.2%
57XOMEXXON MOBIL CORP$149.92-1.39%$1.5M0.06%+6,900+319.7%
58VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$1.4M0.05%HELD
59CROXCROCS INC$119.35-1.79%$1.4M0.05%+17,087NEW
60BACBANK AMERICA CORP$53.83-0.63%$1.4M0.05%2,319−7.5%
61SCHWSCHWAB CHARLES CORP$88.840.95%$1.3M0.05%+13,816NEW
62VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$1.3M0.05%HELD
63LLYELI LILLY & CO$1131.420.55%$1.3M0.05%HELD
64AGIALAMOS GOLD INC$35.52-8.00%$1.2M0.05%+28,000NEW
65WMTWALMART INC$118.880.97%$1.2M0.05%HELD
66PAYXPAYCHEX INC$100.531.06%$1.2M0.05%+13,429NEW
67CARRCARRIER GLOBAL CORPORATION$67.16-2.01%$1.2M0.04%828−3.7%
68SPIBSPDR SERIES TRUST$33.24-0.45%$1.2M0.04%HELD
69LULULULULEMON ATHLETICA INC$114.23-8.56%$1.2M0.04%+7,948NEW
70URIUNITED RENTALS INC$1067.77-1.55%$1.2M0.04%32−1.9%
71BKRBAKER HUGHES COMPANY$62.59-5.32%$1.2M0.04%+19,080NEW
72EWEDWARDS LIFESCIENCES CORP$85.96-1.70%$1.1M0.04%505−3.4%
73CFCF INDUSTRIES HOLD$113.49-3.43%$1.1M0.04%+8,600NEW
74KLACKLA CORP$1929.20-9.47%$1.1M0.04%126−14.4%
75ASAMER SPORTS INC$34.10-1.13%$1.1M0.04%+1,444+4.7%
76IEIISHARES TR$116.73-0.38%$1.0M0.04%+8,502NEW
77ABBVABBVIE INC$227.231.02%$979K0.04%HELD
78NYFISHARES TR$53.58-0.19%$961K0.03%HELD
79VRTVERTIV HOLDINGS CO$300.51-7.23%$947K0.03%HELD
80FCNCAFIRST CTZNS BANCSHARES INC D$2075.101.36%$944K0.03%65−11.5%
81INTUINTUIT$296.76-1.73%$937K0.03%54−2.4%
82BNBROOKFIELD CORP$44.60-1.00%$935K0.03%+21,000+1003.8%
83MDLZMONDELEZ INTL INC$62.041.72%$895K0.03%+2,194+16.5%
84CWISPDR INDEX SHS FDS$39.13-3.74%$870K0.03%HELD
85VGITVANGUARD SCOTTSDALE FDS$58.56-0.41%$852K0.03%HELD
86IEMGISHARES INC$78.63-6.40%$809K0.03%+9,904+585.3%
87GDGENERAL DYNAMICS CORP$346.441.45%$793K0.03%+514+28.6%
88USFDUS FOODS HLDG CORP$84.612.93%$765K0.03%+444+5.7%
89LEVILEVI STRAUSS & CO NEW$22.530.00%$751K0.03%+40,600NEW
90USARUSA RARE EARTH INC$22.47-17.08%$743K0.03%+23,020+88.2%
91LNGCHENIERE ENERGY INC$238.82-0.93%$737K0.03%1,050−28.8%
92DHRDANAHER CORP DEL$184.30-1.25%$697K0.03%131−3.4%
93IEFISHARES TR$93.62-0.53%$696K0.03%HELD
94PMPHILIP MORRIS INTL INC$178.291.89%$690K0.03%4,267−50.5%
95IWMISHARES TR$281.65-3.55%$686K0.02%+1,149+71.1%
96PGRPROGRESSIVE CORP$204.024.42%$679K0.02%108−3.1%
97ADSKAUTODESK INC$229.96-1.58%$673K0.02%86−3.0%
98FERGFERGUSON ENTERPRISES INC$229.58-0.44%$659K0.02%110−3.7%
99SAPSAP SE$184.77-1.27%$658K0.02%+3,842NEW
100IHAKISHARES TR$57.03-3.62%$655K0.02%HELD
101ILMNILLUMINA INC$651K0.02%203−3.7%
102ALGNALIGN TECHNOLOGY INC$646K0.02%135−3.5%
103ODFLOLD DOMINION FREIGHT LINE IN$635K0.02%538−14.2%
104EWZISHARES INC$633K0.02%+16,500NEW
105QQQINVESCO QQQ TR$623K0.02%+902+509.6%
106AGGISHARES TR$608K0.02%HELD
107JPMJPMORGAN CHASE & CO$607K0.02%HELD
108CNICANADIAN NATL RY CO$600K0.02%185−3.1%
109IGSBISHARES TR$596K0.02%HELD
110AIGAMERICAN INTL GROUP INC$582K0.02%1,502−16.3%
111DOVDOVER CORP$567K0.02%HELD
112MRVLMARVELL TECHNOLOGY INC$565K0.02%261−4.4%
113LOWLOWES COS INC$544K0.02%45−1.9%
114THQABRDN HEALTHCARE OPPORTUNITI$540K0.02%+900+2.9%
115HHHHOWARD HUGHES HOLDINGS INC$538K0.02%+8,500NEW
116KWEBKRANESHARES TRUST$526K0.02%+18,500NEW
117KOCOCA COLA CO$523K0.02%HELD
118BKSYBLACKSKY TECHNOLOGY INC$520K0.02%HELD
119GEVOGEVO INC$506K0.02%HELD
120LMTLOCKHEED MARTIN CORP$490K0.02%100−11.0%
121IGVISHARES TR$467K0.02%+5,840NEW
122ARTYISHARES TR$465K0.02%HELD
123IBITISHARES BITCOIN TRUST ETF$459K0.02%HELD
124JNJJOHNSON & JOHNSON$432K0.02%HELD
125EQNREQUINOR ASA$422K0.02%+10,000NEW
126MPMP MATERIALS CORP$419K0.02%HELD
127SHYGISHARES TR$399K0.01%HELD
128BNDWVANGUARD SCOTTSDALE FDS$395K0.01%HELD
129NEMNEWMONT CORP$385K0.01%HELD
130PGPROCTER & GAMBLE CO$382K0.01%HELD
131RDWREDWIRE CORPORATION$379K0.01%+44,600NEW
132ESGVVANGUARD WORLD FD$374K0.01%HELD
133AMDADVANCED MICRO DEVICES INC$362K0.01%+1,780NEW
134ARMARM HOLDINGS PLC$354K0.01%HELD
135BBARRICK MNG CORP$352K0.01%HELD
136MELIMERCADOLIBRE INC$311K0.01%+180NEW
137BMYBRISTOL-MYERS SQUIBB CO$303K0.01%HELD
138NOMDNOMAD FOODS LTD$297K0.01%596−1.9%
139CRWDCROWDSTRIKE HLDGS INC$293K0.01%HELD
140TIPISHARES TR$265K0.01%HELD
141SPYDSPDR SERIES TRUST$259K0.01%HELD
142MVSTMICROVAST HOLDINGS INC$242K0.01%HELD
143VSGXVANGUARD WORLD FD$231K0.01%+37+1.2%
144SMRNUSCALE PWR CORP$230K0.01%HELD
145KXIISHARES TR$226K0.01%HELD
146RSPINVESCO EXCHANGE TRADED FD T$219K0.01%HELD
147CEFSPROTT ASSET MANAGEMENT LP$215K0.01%11,060−71.0%
148PHYSSPROTT ASSET MANAGEMENT LP$209K0.01%6,574−52.7%
149SRPTSAREPTA THERAPEUTICS INC$209K0.01%HELD
150MTDMETTLER TOLEDO INTERNATIONAL$189K0.01%HELD
151ENPHENPHASE ENERGY INC$183K0.01%HELD
152LQDISHARES TR$179K0.01%HELD
153DISDISNEY WALT CO$178K0.01%6,280−77.2%
154TEMTEMPUS AI INC$178K0.01%HELD
155GEVGE VERNOVA INC$168K0.01%HELD
156QUREQUANTA SVCS INC$165K0.01%HELD
157ARQQARQIT QUANTUM INC$153K0.01%HELD
158NVAXNOVAVAX INC$152K0.01%HELD
159PEPPEPSICO INC$152K0.01%HELD
160NTAPNETAPP INC$151K0.01%HELD
161APLDAPPLIED DIGITAL CORP$148K0.01%HELD
162APPSDIGITAL TURBINE INC$144K0.01%HELD
163RMBSRAMBUS INC DEL$141K0.01%HELD
164CLCOLGATE PALMOLIVE CO$130K0.00%HELD
165HIMSHIMS & HERS HEALTH INC$129K0.00%HELD
166EVTLVERTICAL AEROSPACE LTD$123K0.00%+55,770NEW
167IBMINTERNATIONAL BUSINESS MACHS$121K0.00%HELD
168UECURANIUM ENERGY CORP$119K0.00%HELD
169SOUNSOUNDHOUND AI INC$116K0.00%HELD
170RGTIRIGETTI COMPUTING INC$113K0.00%HELD
171MOALTRIA GROUP INC$105K0.00%HELD
172PFEPFIZER INC$105K0.00%HELD
173EEMISHARES TR$105K0.00%HELD
174QSRRESTAURANT BRANDS INTL INC$96K0.00%HELD
175HDHOME DEPOT INC$94K0.00%HELD
176IWNISHARES TR$93K0.00%HELD
177SHOPSHOPIFY INC$92K0.00%HELD
178ZTSZOETIS INC$92K0.00%1,110−58.8%
179IEURISHARES TR$85K0.00%HELD
180MUMICRON TECHNOLOGY INC$75K0.00%+222NEW
181KVUEKENVUE INC$74K0.00%HELD
182MTNVAIL RESORTS INC$70K0.00%HELD
183JNKSPDR SERIES TRUST$68K0.00%HELD
184ATAIATAIBECKLEY INC$68K0.00%+19,080NEW
185CNYAISHARES TR$56K0.00%HELD
186CIBRFIRST TR EXCHANGE-TRADED FD$55K0.00%HELD
187CPRTCOPART INC$53K0.00%825,284−99.8%
188SIVRABRDN SILVER ETF TRUST$50K0.00%+697NEW
189TNDMTANDEM DIABETES CARE INC$49K0.00%HELD
190DIASTATE STR SPDR DOW JONES IND$48K0.00%HELD
191VIGVANGUARD SPECIALIZED FUNDS$45K0.00%HELD
192ETHAISHARES ETHEREUM TR$44K0.00%+420+18.0%
193BWXTBWX TECHNOLOGIES INC$42K0.00%+204NEW
194SPIPSPDR SERIES TRUST$42K0.00%HELD
195VSTVISTRA CORP$35K0.00%+235NEW
196BABAALIBABA GROUP HLDG LTD$35K0.00%2,200−88.7%
197VYMVANGUARD WHITEHALL FDS$33K0.00%HELD
198CALCCALCIMEDICA INC$29K0.00%HELD
199IXCISHARES TR$25K0.00%HELD
200SGDMSPROTT ETF TRUST$23K0.00%1,993−87.0%
201VLOVALERO ENERGY CORP$22K0.00%HELD
202SIISPROTT INC$21K0.00%1,451−90.7%
203MSTRSTRATEGY INC$20K0.00%50−23.8%
204GEHCGE HEALTHCARE TECHNOLOGIES I$18K0.00%HELD
205BAMBROOKFIELD ASSET MANAGMT LTD$15K0.00%HELD
206MSOSADVISORSHARES TR$14K0.00%HELD
207SLVRSPROTT FDS TR$12K0.00%311−61.5%
208GBUGSPROTT FDS TR$11K0.00%313−55.3%
209WPMWHEATON PRECIOUS METALS CORP$11K0.00%363−80.7%
210AEMAGNICO EAGLE MINES LTD$11K0.00%289−84.0%
211FNVFRANCO NEV CORP$11K0.00%281−86.5%
212MTAMETALLA RTY & STREAMING LTD$10K0.00%19,011−92.8%
213PLTRPALANTIR TECHNOLOGIES INC$10K0.00%HELD
214VMETVERSAMET ROYALTIES CORP$10K0.00%+1,000NEW
215PRUPRUDENTIAL FINL INC$7K0.00%HELD
216FCELFUELCELL ENERGY INC$6K0.00%HELD
217VUZIVUZIX CORP$5K0.00%HELD
218BNTXBIONTECH SE$3K0.00%HELD
219TWITITAN INTL INC ILL$2K0.00%HELD
220WHWYNDHAM HOTELS & RESORTS INC$2K0.00%HELD
221TNLTRAVEL PLUS LEISURE CO$1K0.00%HELD
222MNYWWMONEYHERO LIMITED$3540.00%+4,166NEW
223GTXGARRETT MOTION INC$2720.00%HELD
224PBMWWPSYENCE BIOMEDICAL LTD$2180.00%+89NEW
225PTONPELOTON INTERACTIVE INC$420.00%HELD
226EZRAWRELIANCE GLOBAL GROUP INC$250.00%HELD
227EMBJEMBRAER S.A.15,527EXITED
228MMM3M CO5,435EXITED
229ELLAUDER ESTEE COS INC6,740EXITED
230TMUST-MOBILE US INC3,235EXITED
231WDAYWORKDAY INC2,574EXITED
232IJRISHARES TR4,320EXITED
233SPMDSPDR SERIES TRUST7,275EXITED
234ACHRARCHER AVIATION INC36,421EXITED
235OKLOOKLO INC3,604EXITED
236NNENANO NUCLEAR ENERGY INC10,639EXITED
237NVDGRANITESHARES ETF TR30,364EXITED
238AEVAAEVA TECHNOLOGIES INC14,160EXITED
239ONTOONTO INNOVATION INC1,077EXITED
240CORZCORE SCIENTIFIC INC NEW11,554EXITED
241INODINNODATA INC3,130EXITED
242MBLYMOBILEYE GLOBAL INC12,100EXITED
243REETISHARES TR4,845EXITED
244NETCLOUDFLARE INC301EXITED
245CCJCAMECO CORP571EXITED
246DVSDOLLY VARDEN SILVER CORP11,668EXITED
247FBTCFIDELITY WISE ORIGIN BITCOIN337EXITED
248HOODROBINHOOD MKTS INC204EXITED
249URNMSPROTT FDS TR384EXITED
250CRCLCIRCLE INTERNET GROUP INC263EXITED
251RIOTRIOT PLATFORMS INC1,148EXITED
252BTDRBITDEER TECHNOLOGIES GROUP1,229EXITED
253MARAMARA HOLDINGS INC1,377EXITED
254WULFTERAWULF INC722EXITED
255PBMWWPSYENCE BIOMEDICAL LTD561EXITED

Source: SEC EDGAR · accession 0001214659-26-006053. 13F discloses long positions only — shorts, foreign equities, and options are excluded.