Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stonehage Fleming Financial Services Holdings Ltd (CIK 1786379) reported $2.75B across 224 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($239.1M, 8.70%), SPGI ($180.2M, 6.56%), NFLX ($170.6M, 6.21%), AVGO ($164.7M, 5.99%), MA ($160.8M, 5.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $239.1M | 8.70% | 833,445 | Trimmed |
| 2 | SPGI | S&P GLOBAL INC | $180.2M | 6.56% | 423,617 | Trimmed |
| 3 | NFLX | NETFLIX INC. | $170.6M | 6.21% | 1.8M | Added |
| 4 | AVGO | BROADCOM INC | $164.7M | 5.99% | 532,149 | Added |
| 5 | MA | MASTERCARD INCORPORATED | $160.8M | 5.85% | 321,817 | Trimmed |
| 6 | MCD | MCDONALDS CORP | $153.7M | 5.59% | 494,563 | Added |
| 7 | SYK | STRYKER CORPORATION | $142.0M | 5.17% | 432,078 | Trimmed |
| 8 | V | VISA INC | $141.9M | 5.16% | 469,360 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $141.1M | 5.13% | 381,123 | Trimmed |
| 10 | AJG | GALLAGHER ARTHUR J & CO | $140.8M | 5.12% | 650,099 | Trimmed |
| 11 | GE | GE AEROSPACE | $138.7M | 5.05% | 488,881 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $132.3M | 4.81% | 635,131 | Trimmed |
| 13 | CDNS | CADENCE DESIGN SYSTEM INC | $127.7M | 4.65% | 459,479 | Trimmed |
| 14 | APH | AMPHENOL CORP | $108.5M | 3.95% | 858,929 | Trimmed |
| 15 | CTAS | CINTAS CORP | $100.3M | 3.65% | 593,116 | New |
| 16 | VRSK | VERISK ANALYTICS INC | $78.1M | 2.84% | 411,724 | Trimmed |
| 17 | WST | WEST PHARMACEUTICAL SVSC INC | $63.9M | 2.32% | 254,817 | New |
| 18 | IVV | ISHARES TR | $50.5M | 1.84% | 77,332 | Added |
| 19 | GOOGL | ALPHABET INC | $31.5M | 1.14% | 109,400 | Trimmed |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $24.2M | 0.88% | 321,991 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $14.9M | 0.54% | 46,305 | Added |
| 22 | GLD | SPDR GOLD TR | $14.1M | 0.51% | 32,879 | Trimmed |
| 23 | VT | VANGUARD INTL EQUITY INDEX F | $12.2M | 0.44% | 88,420 | Added |
| 24 | MUB | ISHARES TR | $11.8M | 0.43% | 111,348 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $11.6M | 0.42% | 19,455 | Added |
Source: SEC Form 13F filings · as of 2026-03-31