Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Stonehage Fleming Financial Services Holdings Ltd

Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001214659-23-010955

Total Value
$2.74B
Positions
252
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT671,109$228.3M8.34%
2ALPHABET INCGOOG1,664,853$201.3M7.35%
3VISA INCV688,645$163.4M5.97%
4CADENCE DESIGN SYSTEM INCCDNS638,459$149.5M5.46%
5ADOBE SYSTEMS INCORPORATEDADBE298,942$146.1M5.34%
6ZOETIS INCZTS753,430$129.7M4.74%
7S&P GLOBAL INCSPGI309,314$123.9M4.53%
8EDWARDS LIFESCIENCES CORPEW1,211,512$114.1M4.17%
9MCDONALDS CORPMCD381,731$113.8M4.16%
10THERMO FISHER SCIENTIFIC INCTMO211,120$110.1M4.02%
11VERISK ANALYTICS INCVRSK484,366$109.4M4.00%
12STRYKER CORPORATIONSYK339,239$103.4M3.78%
13NIKE INCNKE891,304$98.5M3.60%
14UNITEDHEALTH GROUP INCUNH196,193$94.3M3.44%
15AMAZON COM INCAMZN694,505$90.4M3.30%
16LAUDER ESTEE COS INC518439104400,033$78.5M2.87%
17META PLATFORMS INCMETA268,409$77.0M2.81%
18NVIDIA CORPORATIONNVDA162,310$68.7M2.51%
19PEPSICO INCPEP347,321$64.3M2.35%
20BECTON DICKINSON & COBDX208,649$55.1M2.01%
21COLGATE PALMOLIVE COCL712,567$54.9M2.00%
22ALIBABA GROUP HLDG LTDBBAAY250,085$20.8M0.76%
23VANGUARD INDEX FDS922908744138,590$19.7M0.72%
24APPLE INCAAPL98,017$19.0M0.69%
25JD.COM INCJDCMF513,640$17.5M0.64%
26NVIDIA CORPORATIONNVDA37,037$15.7M0.57%
27BAIDU INCBAIDF112,420$15.4M0.56%
28ISHARES TR46428720029,378$13.1M0.48%
29ALPHABET INCGOOG98,726$11.8M0.43%
30PAYPAL HLDGS INCPYPL158,964$10.7M0.39%
31MICROSOFT CORPMSFT35,651$10.3M0.38%
32VISA INCV37,542$7.6M0.28%
33SPDR S&P 500 ETF TRSPY16,995$7.5M0.28%
34DISNEY WALT CO25468710678,836$7.1M0.26%
35SPDR GOLD TRGLD39,599$7.0M0.26%
36ALPHABET INCGOOG61,485$6.8M0.25%
37AMAZON COM INCAMZN54,614$6.6M0.24%
38SEA LTDSE111,721$6.5M0.24%
39BERKSHIRE HATHAWAY INC DELBRK-A17,832$6.1M0.22%
40ADOBE SYSTEMS INCORPORATEDADBE13,949$5.2M0.19%
41STRYKER CORPORATIONSYK17,327$4.5M0.16%
42ZOETIS INCZTS28,263$4.3M0.16%
43MCDONALDS CORPMCD15,503$4.1M0.15%
44LAUDER ESTEE COS INC51843910419,268$4.0M0.15%
45S&P GLOBAL INCSPGI11,525$3.9M0.14%
46PROCTER AND GAMBLE CO74271810924,849$3.8M0.14%
47ALPHABET INCGOOG37,010$3.8M0.14%
48MASTERCARD INCORPORATEDMA9,562$3.7M0.14%
49APPLE INCAAPL21,687$3.6M0.13%
50PAYPAL HLDGS INCPYPL52,000$3.5M0.13%
51VANGUARD INDEX FDS9229083638,552$3.5M0.13%
52THERMO FISHER SCIENTIFIC INCTMO6,271$3.2M0.12%
53INTUITIVE SURGICAL INCISRG9,340$3.2M0.12%
54CADENCE DESIGN SYSTEM INCCDNS17,392$3.1M0.11%
55BECTON DICKINSON & COBDX11,874$2.8M0.10%
56NIKE INCNKE29,714$2.7M0.10%
57KKR & CO INCKKRT44,078$2.5M0.09%
58PEPSICO INCPEP13,883$2.4M0.09%
59VANGUARD STAR FDS92190976841,698$2.3M0.08%
60VERISK ANALYTICS INCVRSK12,402$2.2M0.08%
61BERKSHIRE HATHAWAY INC DELBRK-A6,539$2.0M0.07%
62COLGATE PALMOLIVE COCL26,657$1.9M0.07%
63ANALOG DEVICES INCADI9,007$1.7M0.06%
64CHEVRON CORP NEWCVX10,459$1.6M0.06%
65TJX COS INC NEW87254010919,404$1.6M0.06%
66AIR PRODS & CHEMS INCAIIR4,951$1.5M0.05%
67PHILIP MORRIS INTL INC71817210914,880$1.5M0.05%
68DOVER CORPDOV9,510$1.4M0.05%
69BOOKING HOLDINGS INCBKNG478$1.3M0.05%
70PALO ALTO NETWORKS INCPANW4,744$1.2M0.04%
71TAIWAN SEMICONDUCTOR MFG LTD87403910011,236$1.1M0.04%
72JOHNSON & JOHNSONJNJ6,677$1.1M0.04%
73MOTOROLA SOLUTIONS INCMSI3,666$1.1M0.04%
74JOHNSON & JOHNSONJNJ6,417$1.1M0.04%
75CATERPILLAR INCCAT4,240$1.0M0.04%
76META PLATFORMS INCMETA3,869$1.0M0.04%
77MONDELEZ INTL INC60920710514,234$1.0M0.04%
78VANGUARD WORLD FDS92204A5044,154$1.0M0.04%
79UNITEDHEALTH GROUP INCUNH2,084$1.0M0.04%
80UNITED RENTALS INCURI2,264$986,3900.04%
81ELEVANCE HEALTH INCELV2,201$968,6930.04%
82CLOROX CO DELCLX6,035$959,8060.04%
83VANGUARD SCOTTSDALE FDS92206C71415,795$942,8030.03%
84INTUITINTU2,067$942,2830.03%
85INTUITIVE SURGICAL INCISRG4,798$906,7530.03%
86FIRST CTZNS BANCSHARES INC N31946M103708$900,9650.03%
87BANK AMERICA CORP06050510430,907$885,9490.03%
88VANGUARD INDEX FDS9229087694,926$884,0690.03%
89VANGUARD SCOTTSDALE FDS92206C87011,097$873,6660.03%
90ARK ETF TR00214Q10419,533$862,1860.03%
91VANGUARD INTL EQUITY INDEX F92204277519,214$852,3330.03%
92DISNEY WALT CO2546871069,472$845,6600.03%
93SUNCOR ENERGY INC NEWSU28,779$839,3390.03%
94BOEING COBA-PA3,953$834,7150.03%
95CARRIER GLOBAL CORPORATIONCARR16,790$831,0210.03%
96CARMAX INCKMX9,703$818,3990.03%
97TESLA INCTSLA3,050$806,2280.03%
98AMERIPRISE FINL INC03076C1062,421$802,8640.03%
99CME GROUP INCCME4,314$799,3410.03%
100COCA COLA COKO12,942$779,3670.03%
101NETFLIX INCNFLX1,789$774,3740.03%
102ALTRIA GROUP INCMO17,024$771,1870.03%
103CORTEVA INCCTVA13,020$746,0460.03%
104FISERV INCFISV5,993$743,3710.03%
105EXXON MOBIL CORPXOM6,731$721,8990.03%
106INVESCO EXCHANGE TRADED FD TIVZ8,500$717,9950.03%
107FEDEX CORPFDX2,893$717,1740.03%
108ISHARES TR46428864613,848$694,7540.03%
109BAKER HUGHES COMPANYBKR20,566$645,0520.02%
110NOMAD FOODS LTDNOMD37,013$644,0260.02%
111AVANTOR INCAVTR31,896$643,5010.02%
112COINBASE GLOBAL INCCOIN8,902$634,3400.02%
113VANECK ETF TRUST92189F10621,060$634,1160.02%
114MOLINA HEALTHCARE INCMOH2,062$621,1560.02%
115LOWES COS INC5486611072,733$609,0620.02%
116T-MOBILE US INCTMUSZ4,404$602,7530.02%
117ISHARES TR4642882576,269$601,4470.02%
118JPMORGAN CHASE & COVYLD4,132$600,9580.02%
119ALIGN TECHNOLOGY INCALGN1,737$593,8280.02%
120MERCK & CO INCMRK5,208$591,3940.02%
121ISHARES TR46434V40714,234$589,9990.02%
122CANADIAN NATL RY CO1363751024,871$583,5700.02%
123BOYD GAMING CORPBYD8,330$577,8520.02%
124SBA COMMUNICATIONS CORP NEWSBAC2,499$573,8700.02%
125ISHARES TR46435U13515,000$567,3000.02%
126ISHARES INC46434G8228,935$553,0760.02%
127ISHARES INC4642867728,443$535,1170.02%
128OTIS WORLDWIDE CORPOTIS6,011$532,7240.02%
129JPMORGAN CHASE & COVYLD5,023$524,9030.02%
130GILEAD SCIENCES INCGILD6,669$513,9790.02%
131PFIZER INCPFE13,532$496,3530.02%
132ISHARES TR46435G40924,931$492,3870.02%
133ISHARES INC46434G84811,963$484,0220.02%
134AGILENT TECHNOLOGIES INCA3,901$460,6690.02%
135ISHARES INC46434G7729,679$455,1060.02%
136BRIGHT HORIZONS FAM SOL IN D1091941004,935$447,8750.02%
137AUTOMATIC DATA PROCESSING INADP2,023$444,6350.02%
138ICICI BANK LIMITEDIBN19,200$443,1360.02%
139JABIL INCJBL4,104$442,9440.02%
140SPDR SER TR78468R6224,598$423,0160.02%
141VANGUARD INTL EQUITY INDEX F9220427757,719$415,2430.02%
142UBER TECHNOLOGIES INCUBER9,680$412,2220.02%
143DIAGEO PLCDGEAF2,300$390,5630.01%
144BLACKSTONE INCBX4,168$386,8320.01%
145VANGUARD SCOTTSDALE FDS92206C5655,769$386,3490.01%
146ISHARES TR464287200850$378,8530.01%
147VANGUARD INDEX FDS9229087691,736$378,4300.01%
148SPDR GOLD TRGLD2,099$374,2090.01%
149PINTEREST INCPINS12,463$344,5390.01%
150ISHARES TR4642871763,251$341,0290.01%
151CHEVRON CORP NEWCVX2,110$324,4840.01%
152ISHARES TR4642884142,986$318,6950.01%
153VANGUARD WORLD FDS92204A5041,412$315,8640.01%
154ISHARES TR4642876302,434$313,8150.01%
155LOCKHEED MARTIN CORPLMT680$313,0580.01%
156VANGUARD BD INDEX FDS9219378354,265$310,0010.01%
157ISHARES INC46434G1036,766$308,0730.01%
158AMERICAN EXPRESS COAXP1,727$300,8430.01%
159ISHARES TR4642876141,089$299,6710.01%
160ALIBABA GROUP HLDG LTDBBAAY3,616$290,1880.01%
161OCCIDENTAL PETE CORP6745991054,870$286,3560.01%
162ISHARES TR4642874081,725$278,0520.01%
163LOCKHEED MARTIN CORPLMT600$276,2280.01%
164ISHARES GOLD TRIAU7,297$265,5370.01%
165HOME DEPOT INCHD920$264,9680.01%
166DANAHER CORPORATION2358511021,017$262,6800.01%
167JD.COM INCJDCMF5,000$251,5000.01%
168MERCK & CO INCMRK2,015$232,5100.01%
169BANK AMERICA CORP0605051047,500$215,1750.01%
170AIR PRODS & CHEMS INCAIIR900$209,4570.01%
171ISHARES TR4642887373,368$206,0870.01%
172ISHARES TR46434V6478,875$203,8580.01%
173NETFLIX INCNFLX451$198,6600.01%
174METTLER TOLEDO INTERNATIONALMTD150$196,7460.01%
175ISHARES TR46429B5984,431$193,6340.01%
176EXELON CORPEXC4,505$183,5330.01%
177GLOBAL X FDS37950E64812,531$182,3630.01%
178CONOCOPHILLIPSCOP1,740$180,2810.01%
179SELECT SECTOR SPDR TR81369Y1002,135$176,9270.01%
180BLACKROCK INCBLK250$172,7850.01%
181COCA COLA COKO2,845$171,3250.01%
182PHILIP MORRIS INTL INC7181721091,690$158,2570.01%
183SHOPIFY INCSHOP4,450$152,6830.01%
184PFIZER INCPFE4,000$146,7200.01%
185EXXON MOBIL CORPXOM1,360$145,8600.01%
186VANGUARD INDEX FDS9229085531,550$124,2630.00%
187CVS HEALTH CORPCVS1,775$122,7050.00%
188STARBUCKS CORPSBUX1,350$120,4110.00%
189ISHARES TR46434V7382,929$115,8120.00%
190DESKTOP METAL INC25058X10538,900$100,7510.00%
191ROBINHOOD MKTS INC7707001029,600$96,9600.00%
192SALESFORCE INCCRM455$96,1230.00%
1933M COMMM928$92,8830.00%
194MONDELEZ INTL INC6092071051,418$81,6960.00%
195RESTAURANT BRANDS INTL INC76131D1031,052$81,6040.00%
196SELECT SECTOR SPDR TR81369Y5061,000$81,1700.00%
197ISHARES TR464288760680$79,3350.00%
198ISHARES TR4642872341,842$72,8690.00%
199NORTHERN TR CORPNTRSO785$67,1640.00%
200UBER TECHNOLOGIES INCUBER2,525$66,9120.00%
201FEDEX CORPFDX431$63,9900.00%
202WALMART INCWMT400$62,8720.00%
203SPDR SER TR78464A6562,240$57,6120.00%
204EOG RES INCEOG500$55,8650.00%
205LAM RESEARCH CORPLRCX80$51,4280.00%
206SPDR S&P MIDCAP 400 ETF TRMDY100$47,8910.00%
207ISHARES TR464287242410$44,3370.00%
208ISHARES TR4642873411,155$42,9890.00%
209CANADIAN NATL RY CO136375102344$41,7020.00%
210CME GROUP INCCME221$39,7980.00%
211SPDR DOW JONES INDL AVERAGE78467X109103$35,4160.00%
212ADVISORSHARES TR00768Y4535,996$33,2170.00%
213INTERNATIONAL FLAVORS&FRAGRA459506101360$32,6980.00%
214VERIZON COMMUNICATIONS INCVZ849$31,5740.00%
215ISHARES TR464287242285$30,5900.00%
216FIRST TR EXCHANGE TRADED FD33734X846635$28,8350.00%
217DIAMONDBACK ENERGY INCFANG210$27,5850.00%
218ASML HOLDING N VASMLF59$24,5050.00%
219GOLDMAN SACHS GROUP INCGSCE80$23,4440.00%
220DEERE & CODE60$20,0330.00%
221CLOUDFLARE INCNET301$19,6760.00%
222COSTCO WHSL CORP NEW22160K10535$18,8430.00%
223SPROTT PHYSICAL GOLD & SILVESII1,013$18,2540.00%
224GLOBAL X FDS37960A735590$18,1950.00%
225AGNICO EAGLE MINES LTDAEM344$17,1930.00%
226SPROTT ETF TRUSTSII644$16,6640.00%
227METALLA RTY & STREAMING LTD59124U6053,831$16,6260.00%
228KRANESHARES TR500767306938$15,7390.00%
229QUALCOMM INCQCOM130$15,4750.00%
230FREEPORT-MCMORAN INCFCX566$15,4680.00%
231ISHARES TR46435U556375$12,3900.00%
232VERIZON COMMUNICATIONS INCVZ316$11,7520.00%
233NEWMONT CORPNEMCL229$9,7740.00%
234TORONTO DOMINION BK ONTTORO157$9,7410.00%
235MICROSTRATEGY INCSTRK32$8,8740.00%
236GENERAL ELECTRIC CO36960430171$7,7990.00%
237CORECARD CORPORATION45816D100300$7,6080.00%
238KELLOGG COBEKE100$6,7400.00%
239KEURIG DR PEPPER INCKDP204$6,3790.00%
240BLOCK INCBSQKZ95$6,3240.00%
241ARK ETF TR00214Q708175$3,6590.00%
242VANECK ETF TRUST92189F817270$3,5910.00%
243BIONTECH SEBNTX30$3,2370.00%
244KRAFT HEINZ COKHC73$2,5910.00%
245GE HEALTHCARE TECHNOLOGIES IGEHC23$1,8680.00%
246GARRETT MOTION INCGTX115$8700.00%
247EMBECTA CORPEMBC29$8340.00%
248ORGANON & COOGN35$7280.00%
249KEURIG DR PEPPER INCKDP21$6560.00%
250ONECONNECT FINL TECHNOLOGY C68248T204163$5370.00%
251WABTEC9297401083$3290.00%
252AT&T INCT-PC1$150.00%