Sponsored

The Analysis of Stonehage Fleming Financial Services Holdings Ltd's Holdings & P&L

Currently, Stonehage Fleming Financial Services Holdings Ltd holds 226 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in CTAS (+593.1K shares, valued at $100.3M), NFLX (+752.9K shares, valued at $72.4M), WST (+254.8K shares, valued at $63.9M); decreased their positions in N/A (-381.5K shares, valued at $108.3M), N/A (-288.8K shares, valued at $82.8M), APH (-530.4K shares, valued at $67.0M); initiated new positions in CTAS (+593.1K shares, valued at $100.3M), WST (+254.8K shares, valued at $63.9M), N/A (+148.6K shares, valued at $6.6M).

1M P&L

-7.8M-0.35%

3M P&L

+24.1M+1.09%

HY P&L

-104.4M-4.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services415.2M

17.3%

2Software - Infrastructure258.6M

10.8%

3Financial Data & Stock Exchanges223.3M

9.3%

Top Industries by Stock Count

1N/A62 stocks

30.8%

2Software - Application10 stocks

5.0%

3Software - Infrastructure6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC833.4K shares-25.73%2026-03-312026-05-13

SPGI S&P GLOBAL INC423.6K shares-0.88%2026-03-312026-05-13

NFLX NETFLIX INC.1.8M shares73.67%2026-03-312026-05-13

BROADCOM INC BROADCOM INC532.1K shares20.33%2026-03-312026-05-13

MA MASTERCARD INCORPORATED321.8K shares-15.52%2026-03-312026-05-13

MCD MCDONALDS CORP494.6K shares24.30%2026-03-312026-05-13

SYK STRYKER CORPORATION432.1K shares-0.60%2026-03-312026-05-13

V VISA INC469.4K shares-16.74%2026-03-312026-05-13

Sponsored

MSFT MICROSOFT CORP381.1K shares-28.50%2026-03-312026-05-13

AJG GALLAGHER ARTHUR J & CO650.1K shares-2.99%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE488.9K shares-43.83%2026-03-312026-05-13

AMZN AMAZON COM INC635.1K shares-25.44%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC459.5K shares-15.42%2026-03-312026-05-13

APH AMPHENOL CORP858.9K shares-38.18%2026-03-312026-05-13

CTAS CINTAS CORP593.1K sharesnew addition2026-03-312026-05-13

VRSK VERISK ANALYTICS INC411.7K shares-38.65%2026-03-312026-05-13

Sponsored

WST WEST PHARMACEUTICAL SVSC INC254.8K sharesnew addition2026-03-312026-05-13

IVV ISHARES TR77.3K shares138.72%2026-03-312026-05-13

ALPHABET INC ALPHABET INC109.4K shares-38.87%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F322.0K shares27.71%2026-03-312026-05-13

VTI VANGUARD INDEX FDS46.3K shares41.38%2026-03-312026-05-13

GLD SPDR GOLD TR32.9K shares-20.29%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F88.4K shares7.87%2026-03-312026-05-13

MUB ISHARES TR111.3K shares10.11%2026-03-312026-05-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS19.5K shares6.26%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.6K shares85.75%2026-03-312026-05-13

KRMN KARMAN HLDGS INC88.7K shares0.00%2026-03-312026-05-13

ETFS GOLD TR ETFS GOLD TR148.6K sharesnew addition2026-03-312026-05-13

ACWI ISHARES TR42.5K shares254.61%2026-03-312026-05-13

CMF ISHARES TR102.1K shares63.99%2026-03-312026-05-13

META META PLATFORMS INC9.5K shares-4.57%2026-03-312026-05-13

IAUM ISHARES GOLD TR113.3K shares14.78%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION29.6K shares38.26%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC14.7K shares28.26%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR56.2K shares53.54%2026-03-312026-05-13

VXUS VANGUARD STAR FDS63.8K shares13.11%2026-03-312026-05-13

QLTY GMO ETF TRUST126.6K shares14.48%2026-03-312026-05-13

VONV VANGUARD SCOTTSDALE FDS44.6K shares206.83%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC985 shares220.85%2026-03-312026-05-13

ALSN ALLISON TRANSMISSION HLDGS I33.5K sharesnew addition2026-03-312026-05-13

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY13.1K shares340.21%2026-03-312026-05-13

VHT VANGUARD WORLD FD12.1K shares70.18%2026-03-312026-05-13

MCK MCKESSON CORP3.7K sharesnew addition2026-03-312026-05-13

AAPL APPLE INC12.5K shares3.16%2026-03-312026-05-13

IVLU ISHARES TR78.1K shares212.94%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS34.7K shares0.00%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T4.0K shares0.00%2026-03-312026-05-13

CAT CATERPILLAR INC3.6K shares-17.04%2026-03-312026-05-13

Sponsored

GRBK GREEN BRICK PARTNERS INC39.4K sharesnew addition2026-03-312026-05-13

TJX TJX COS INC NEW14.4K shares-1.49%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC8.0K shares-7.36%2026-03-312026-05-13

TSLA TESLA INC5.7K shares0.00%2026-03-312026-05-13

ADI ANALOG DEVICES INC6.7K shares-2.00%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC29.0K shares-2.55%2026-03-312026-05-13

KKR & CO INC KKR & CO INC21.4K shares15.88%2026-03-312026-05-13

SU SUNCOR ENERGY INC NEW25.0K shares-16.16%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP9.1K shares319.74%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F26.5K shares0.00%2026-03-312026-05-13

CROX CROCS INC17.1K sharesnew addition2026-03-312026-05-13

BAC BANK AMERICA CORP28.4K shares-7.54%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP13.8K sharesnew addition2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS15.5K shares0.00%2026-03-312026-05-13

LLY ELI LILLY & CO1.4K shares0.00%2026-03-312026-05-13

AGI ALAMOS GOLD INC28.0K sharesnew addition2026-03-312026-05-13

Sponsored

WMT WALMART INC10.0K shares0.00%2026-03-312026-05-13

PAYX PAYCHEX INC13.4K sharesnew addition2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION21.8K shares-3.66%2026-03-312026-05-13

SPIB SPDR SERIES TRUST36.6K shares0.00%2026-03-312026-05-13

LULU LULULEMON ATHLETICA INC7.9K sharesnew addition2026-03-312026-05-13

URI UNITED RENTALS INC1.6K shares-1.92%2026-03-312026-05-13

BKR BAKER HUGHES COMPANY19.1K sharesnew addition2026-03-312026-05-13

EW EDWARDS LIFESCIENCES CORP14.3K shares-3.41%2026-03-312026-05-13

Sponsored

CF CF INDUSTRIES HOLD8.6K sharesnew addition2026-03-312026-05-13

KLAC KLA CORP752 shares-14.35%2026-03-312026-05-13

AS AMER SPORTS INC32.2K shares4.69%2026-03-312026-05-13

IEI ISHARES TR8.5K sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC4.5K shares0.00%2026-03-312026-05-13

NYF ISHARES TR18.1K shares0.00%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO3.8K shares0.00%2026-03-312026-05-13

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D501 shares-11.48%2026-03-312026-05-13

Sponsored

INTU INTUIT2.2K shares-2.43%2026-03-312026-05-13

BN BROOKFIELD CORP23.1K shares1003.82%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC15.5K shares16.46%2026-03-312026-05-13

CWI SPDR INDEX SHS FDS23.8K shares0.00%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS14.3K shares0.00%2026-03-312026-05-13

IEMG ISHARES INC11.6K shares585.34%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.3K shares28.60%2026-03-312026-05-13

USFD US FOODS HLDG CORP8.3K shares5.65%2026-03-312026-05-13

Sponsored

LEVI LEVI STRAUSS & CO NEW40.6K sharesnew addition2026-03-312026-05-13

USAR USA RARE EARTH INC49.1K shares88.20%2026-03-312026-05-13

LNG CHENIERE ENERGY INC2.6K shares-28.80%2026-03-312026-05-13

DHR DANAHER CORP DEL3.7K shares-3.44%2026-03-312026-05-13

IEF ISHARES TR7.3K shares0.00%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC4.2K shares-50.54%2026-03-312026-05-13

IWM ISHARES TR2.8K shares71.10%2026-03-312026-05-13

PGR PROGRESSIVE CORP3.4K shares-3.06%2026-03-312026-05-13

Sponsored

ADSK AUTODESK INC2.8K shares-2.97%2026-03-312026-05-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.8K shares-3.75%2026-03-312026-05-13

SAP SAP SE3.8K sharesnew addition2026-03-312026-05-13

IHAK ISHARES TR15.0K shares0.00%2026-03-312026-05-13

ILMN ILLUMINA INC5.3K shares-3.70%2026-03-312026-05-13

ALGN ALIGN TECHNOLOGY INC3.8K shares-3.46%2026-03-312026-05-13

ODFL OLD DOMINION FREIGHT LINE IN3.3K shares-14.20%2026-03-312026-05-13

EWZ ISHARES INC16.5K sharesnew addition2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.1K shares509.60%2026-03-312026-05-13

AGG ISHARES TR6.1K shares0.00%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO2.1K shares0.00%2026-03-312026-05-13

CNI CANADIAN NATL RY CO5.8K shares-3.07%2026-03-312026-05-13

IGSB ISHARES TR11.3K shares0.00%2026-03-312026-05-13

AIG AMERICAN INTL GROUP INC7.7K shares-16.25%2026-03-312026-05-13

DOV DOVER CORP2.7K shares0.00%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.7K shares-4.38%2026-03-312026-05-13

Sponsored

LOW LOWES COS INC2.3K shares-1.92%2026-03-312026-05-13

THQ ABRDN HEALTHCARE OPPORTUNITI32.1K shares2.88%2026-03-312026-05-13

HHH HOWARD HUGHES HOLDINGS INC8.5K sharesnew addition2026-03-312026-05-13

KWEB KRANESHARES TRUST18.5K sharesnew addition2026-03-312026-05-13

KO COCA COLA CO6.9K shares0.00%2026-03-312026-05-13

BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC20.7K shares0.00%2026-03-312026-05-13

GEVO GEVO INC185.2K shares0.00%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP810 shares-10.99%2026-03-312026-05-13

Sponsored

IGV ISHARES TR5.8K sharesnew addition2026-03-312026-05-13

ARTY ISHARES TR10.0K shares0.00%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF11.9K shares0.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.8K shares0.00%2026-03-312026-05-13

EQNR EQUINOR ASA10.0K sharesnew addition2026-03-312026-05-13

MP MP MATERIALS CORP8.7K shares0.00%2026-03-312026-05-13

SHYG ISHARES TR9.4K shares0.00%2026-03-312026-05-13

BNDW VANGUARD SCOTTSDALE FDS5.8K shares0.00%2026-03-312026-05-13

Sponsored

NEM NEWMONT CORP3.6K shares0.00%2026-03-312026-05-13

PG PROCTER & GAMBLE CO2.6K shares0.00%2026-03-312026-05-13

RDW REDWIRE CORPORATION44.6K sharesnew addition2026-03-312026-05-13

ESGV VANGUARD WORLD FD3.3K shares0.00%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC1.8K sharesnew addition2026-03-312026-05-13

ARM ARM HOLDINGS PLC2.3K shares0.00%2026-03-312026-05-13

BARRICK MNG CORP BARRICK MNG CORP8.6K shares0.00%2026-03-312026-05-13

MELI MERCADOLIBRE INC180 sharesnew addition2026-03-312026-05-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO5.0K shares0.00%2026-03-312026-05-13

NOMD NOMAD FOODS LTD30.9K shares-1.89%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC750 shares0.00%2026-03-312026-05-13

TIP ISHARES TR2.4K shares0.00%2026-03-312026-05-13

SPYD SPDR SERIES TRUST5.7K shares0.00%2026-03-312026-05-13

MVST MICROVAST HOLDINGS INC161.1K shares0.00%2026-03-312026-05-13

VSGX VANGUARD WORLD FD3.2K shares1.16%2026-03-312026-05-13

SMR NUSCALE PWR CORP21.3K shares0.00%2026-03-312026-05-13

Sponsored

KXI ISHARES TR3.4K shares0.00%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-05-13

CEF SPROTT ASSET MANAGEMENT LP4.5K shares-71.02%2026-03-312026-05-13

PHYS SPROTT ASSET MANAGEMENT LP5.9K shares-52.67%2026-03-312026-05-13

SRPT SAREPTA THERAPEUTICS INC9.6K shares0.00%2026-03-312026-05-13

MTD METTLER TOLEDO INTERNATIONAL150 shares0.00%2026-03-312026-05-13

ENPH ENPHASE ENERGY INC4.8K shares0.00%2026-03-312026-05-13

LQD ISHARES TR1.6K shares0.00%2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO1.9K shares-77.24%2026-03-312026-05-13

TEM TEMPUS AI INC3.9K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC193 shares0.00%2026-03-312026-05-13

PWR QUANTA SVCS INC300 shares0.00%2026-03-312026-05-13

ARQQ ARQIT QUANTUM INC11.5K shares0.00%2026-03-312026-05-13

NVAX NOVAVAX INC18.7K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC977 shares0.00%2026-03-312026-05-13

NTAP NETAPP INC1.5K shares0.00%2026-03-312026-05-13

Sponsored

APLD APPLIED DIGITAL CORP6.2K shares0.00%2026-03-312026-05-13

APPS DIGITAL TURBINE INC49.9K shares0.00%2026-03-312026-05-13

RMBS RAMBUS INC DEL1.6K shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO1.5K shares0.00%2026-03-312026-05-13

HIMS HIMS & HERS HEALTH INC6.2K shares0.00%2026-03-312026-05-13

EVTL VERTICAL AEROSPACE LTD55.8K sharesnew addition2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS500 shares0.00%2026-03-312026-05-13

UEC URANIUM ENERGY CORP8.8K shares0.00%2026-03-312026-05-13

Sponsored

SOUN SOUNDHOUND AI INC16.9K shares0.00%2026-03-312026-05-13

RGTI RIGETTI COMPUTING INC8.0K shares0.00%2026-03-312026-05-13

MO ALTRIA GROUP INC1.6K shares0.00%2026-03-312026-05-13

PFE PFIZER INC3.7K shares0.00%2026-03-312026-05-13

EEM ISHARES TR1.8K shares0.00%2026-03-312026-05-13

QSR RESTAURANT BRANDS INTL INC1.3K shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC286 shares0.00%2026-03-312026-05-13

IWN ISHARES TR489 shares0.00%2026-03-312026-05-13

Sponsored

SHOP SHOPIFY INC776 shares0.00%2026-03-312026-05-13

ZTS ZOETIS INC778 shares-58.79%2026-03-312026-05-13

IEUR ISHARES TR1.2K shares0.00%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC222 sharesnew addition2026-03-312026-05-13

KVUE KENVUE INC4.3K shares0.00%2026-03-312026-05-13

MTN VAIL RESORTS INC546 shares0.00%2026-03-312026-05-13

SPDR SERIES TRUST SPDR SERIES TRUST710 shares0.00%2026-03-312026-05-13

ATAIBECKLEY INC ATAIBECKLEY INC19.1K sharesnew addition2026-03-312026-05-13

Sponsored

CNYA ISHARES TR1.6K shares0.00%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD876 shares0.00%2026-03-312026-05-13

CPRT COPART INC1.6K shares-99.81%2026-03-312026-05-13

SIVR ABRDN SILVER ETF TRUST697 sharesnew addition2026-03-312026-05-13

TNDM TANDEM DIABETES CARE INC2.6K shares0.00%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND103 shares0.00%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS208 shares0.00%2026-03-312026-05-13

ETHA ISHARES ETHEREUM TR2.7K shares18.04%2026-03-312026-05-13

Sponsored

BWXT BWX TECHNOLOGIES INC204 sharesnew addition2026-03-312026-05-13

SPIP SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-05-13

VST VISTRA CORP235 sharesnew addition2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD281 shares-88.67%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS223 shares0.00%2026-03-312026-05-13

CALC CALCIMEDICA INC53.7K shares0.00%2026-03-312026-05-13

IXC ISHARES TR437 shares0.00%2026-03-312026-05-13

SGDM SPROTT ETF TRUST299 shares-86.95%2026-03-312026-05-13

Sponsored

VLO VALERO ENERGY CORP91 shares0.00%2026-03-312026-05-13

SII SPROTT INC148 shares-90.74%2026-03-312026-05-13

MSTR STRATEGY INC160 shares-23.81%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I258 shares0.00%2026-03-312026-05-13

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD348 shares0.00%2026-03-312026-05-13

MSOS ADVISORSHARES TR4.0K shares0.00%2026-03-312026-05-13

SLVR SPROTT FDS TR195 shares-61.46%2026-03-312026-05-13

GBUG SPROTT FDS TR253 shares-55.30%2026-03-312026-05-13

Sponsored

WPM WHEATON PRECIOUS METALS CORP87 shares-80.67%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD55 shares-84.01%2026-03-312026-05-13

FNV FRANCO NEV CORP44 shares-86.46%2026-03-312026-05-13

MTA METALLA RTY & STREAMING LTD1.5K shares-92.78%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC67 shares0.00%2026-03-312026-05-13

VERSAMET ROYALTIES CORP VERSAMET ROYALTIES CORP1.0K sharesnew addition2026-03-312026-05-13

PRU PRUDENTIAL FINL INC74 shares0.00%2026-03-312026-05-13

FCEL FUELCELL ENERGY INC942 shares0.00%2026-03-312026-05-13

Sponsored

VUZI VUZIX CORP2.3K shares0.00%2026-03-312026-05-13

BNTX BIONTECH SE30 shares0.00%2026-03-312026-05-13

TWI TITAN INTL INC ILL255 shares0.00%2026-03-312026-05-13

WH WYNDHAM HOTELS & RESORTS INC20 shares0.00%2026-03-312026-05-13

TNL TRAVEL PLUS LEISURE CO20 shares0.00%2026-03-312026-05-13

MONEYHERO LIMITED MONEYHERO LIMITED4.2K sharesnew addition2026-03-312026-05-13

GTX GARRETT MOTION INC15 shares0.00%2026-03-312026-05-13

PSYENCE BIOMEDICAL LTD PSYENCE BIOMEDICAL LTD89 sharesnew addition2026-03-312026-05-13

Sponsored

PTON PELOTON INTERACTIVE INC10 shares0.00%2026-03-312026-05-13

RELIANCE GLOBAL GROUP INC RELIANCE GLOBAL GROUP INC146 shares0.00%2026-03-312026-05-13

ALPHABET INC

-25.73%

Shares833.4K

Event2026-03-31

Filed2026-05-13

SPGI

S&P GLOBAL INC

-0.88%

Shares423.6K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

73.67%

Shares1.8M

Event2026-03-31

Filed2026-05-13

BROADCOM INC

20.33%

Shares532.1K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

-15.52%

Shares321.8K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

24.30%

Shares494.6K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

-0.60%

Shares432.1K

Event2026-03-31

Filed2026-05-13

VISA INC

-16.74%

Shares469.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-28.50%

Shares381.1K

Event2026-03-31

Filed2026-05-13

AJG

GALLAGHER ARTHUR J & CO

-2.99%

Shares650.1K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

-43.83%

Shares488.9K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-25.44%

Shares635.1K

Event2026-03-31

Filed2026-05-13

CDNS

CADENCE DESIGN SYSTEM INC

-15.42%

Shares459.5K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP

-38.18%

Shares858.9K

Event2026-03-31

Filed2026-05-13

CTAS

CINTAS CORP

New

Shares593.1K

Event2026-03-31

Filed2026-05-13

VRSK

VERISK ANALYTICS INC

-38.65%

Shares411.7K

Event2026-03-31

Filed2026-05-13

WST

WEST PHARMACEUTICAL SVSC INC

New

Shares254.8K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

138.72%

Shares77.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-38.87%

Shares109.4K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

27.71%

Shares322.0K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

41.38%

Shares46.3K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-20.29%

Shares32.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INTL EQUITY INDEX F

7.87%

Shares88.4K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

10.11%

Shares111.3K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

6.26%

Shares19.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

85.75%

Shares18.6K

Event2026-03-31

Filed2026-05-13

KRMN

KARMAN HLDGS INC

0.00%

Shares88.7K

Event2026-03-31

Filed2026-05-13

ETFS GOLD TR

New

Shares148.6K

Event2026-03-31

Filed2026-05-13

ACWI

ISHARES TR

254.61%

Shares42.5K

Event2026-03-31

Filed2026-05-13

CMF

ISHARES TR

63.99%

Shares102.1K

Event2026-03-31

Filed2026-05-13