Hardman Johnston Global Advisors LLC Portfolio Holdings by Sector
Hardman Johnston Global Advisors LLC
- $2.11 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Banks—Regional | Financial Services
IBN HDB MTB 3 stocks |
$325,978
15.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
MELI AMZN BABA 3 stocks |
$209,058
9.9% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM MRVL MCHP AVGO 5 stocks |
$195,031
9.23% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HWM CW HXL BA 4 stocks |
$180,742
8.56% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$122,713
5.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$117,439
5.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$110,024
5.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA PYPL 2 stocks |
$99,912
4.73% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW BSX MDT ABT 4 stocks |
$79,656
3.77% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA FMC 2 stocks |
$70,958
3.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO 2 stocks |
$58,523
2.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT AEIS 2 stocks |
$58,061
2.75% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS CMCSA 2 stocks |
$54,020
2.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AZN LLY MRK 3 stocks |
$53,463
2.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$47,293
2.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$43,690
2.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$40,534
1.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
OLED 1 stocks |
$40,492
1.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV ILMN 2 stocks |
$40,202
1.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$38,307
1.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$33,023
1.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$23,704
1.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$15,198
0.72% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$13,455
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$9,046
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ALB 1 stocks |
$7,179
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE 2 stocks |
$6,980
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
BIL IAU 2 stocks |
$3,434
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$3,085
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$2,943
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$2,660
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$2,082
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$1,610
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR 2 stocks |
$636
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$481
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
TCOM 1 stocks |
$337
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
HIW 1 stocks |
$301
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|