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HJGA

Hardman Johnston Global Advisors Portfolio holdings

AUM $2.85B
1-Year Est. Return 35.77%
This Fund
S&P 500
This Quarter Est. Return
+12.81%
1 Year Est. Return
+35.77%
3 Year Est. Return
+129.27%
5 Year Est. Return
+182.21%
10 Year Est. Return
+803.63%
AUM
$2.85B
AUM Growth
+$745M
Cap. Flow
+$511M
Cap. Flow %
17.94%
Top 10 Hldgs %
67.21%
Holding
78
New
5
Increased
25
Reduced
33
Closed
1

Top Buys

Rank Stock Value
1
FTI icon
TechnipFMC
FTI
+$287M
2
IBN icon
ICICI Bank
IBN
+$119M
3
CCJ icon
Cameco
CCJ
+$91.3M
4
SLB icon
SLB Ltd
SLB
+$22.7M
5
AMZN icon
Amazon
AMZN
+$12.5M

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$19M
2
STM icon
STMicroelectronics
STM
+$13.2M
3
META icon
Meta Platforms (Facebook)
META
+$9.87M
4
MSFT icon
Microsoft
MSFT
+$9.55M
5
ASML icon
ASML
ASML
+$9.28M

Sector Composition

Rank Sector Weight
1 Energy 30.22%
2 Technology 22.53%
3 Industrials 12.54%
4 Financials 12.39%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTVA icon
26
Corteva
CTVA
$58.6B
$26.1M 0.92%
308,077
-9,241
-3% -$742K
UBER icon
27
Uber
UBER
$155B
$26M 0.91%
360,920
+6,340
+2% +$465K
STM icon
28
STMicroelectronics
STM
$46.6B
$24.2M 0.85%
322,724
-219,321
-40% -$13.2M
SWK icon
29
Stanley Black & Decker
SWK
$14.7B
$22.9M 0.8%
243,515
+20,031
+9% +$1.57M
MRSH
30
Marsh
MRSH
$88.6B
$22.4M 0.79%
134,677
-714
-0.5% -$119K
HXL icon
31
Hexcel
HXL
$6.96B
$21.9M 0.77%
218,772
-210
-0.1% -$19K
AVGO icon
32
Broadcom
AVGO
$1.7T
$21M 0.74%
55,702
+29,844
+115% +$12M
IQV icon
33
IQVIA
IQV
$44.1B
$19.5M 0.69%
101,130
-695
-0.7% -$121K
ADP icon
34
Automatic Data Processing
ADP
$110B
$18M 0.63%
80,332
-1,152
-1% -$246K
ALB icon
35
Albemarle
ALB
$14.9B
$16.2M 0.57%
120,281
-3,260
-3% -$575K
BIL icon
36
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$15.7M 0.55%
171,220
+3,200
+2% +$293K
ELAN icon
37
Elanco Animal Health
ELAN
$12.2B
$15.6M 0.55%
635,690
+13,020
+2% +$301K
MDT icon
38
Medtronic
MDT
$121B
$14.9M 0.52%
190,834
-670
-0.3% -$54K
UNH icon
39
UnitedHealth
UNH
$356B
$12.1M 0.43%
29,181
+4,873
+20% +$1.81M
OLED icon
40
Universal Display
OLED
$3.78B
$11.5M 0.4%
132,685
-29,030
-18% -$2.68M
ADBE icon
41
Adobe
ADBE
$106B
$10.1M 0.36%
49,489
-632
-1% -$150K
CMCSA icon
42
Comcast
CMCSA
$94B
$8.7M 0.31%
354,500
-7,155
-2% -$185K
BDX icon
43
Becton Dickinson
BDX
$50.3B
$7.99M 0.28%
52,806
-644
-1% -$96.3K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.1T
$7.98M 0.28%
22,586
-1,496
-6% -$535K
NFLX icon
45
Netflix
NFLX
$326B
$7.34M 0.26%
+102,740
New +$9.05M
BSX icon
46
Boston Scientific
BSX
$69.3B
$7.19M 0.25%
168,360
+2,336
+1% +$127K
JAZZ icon
47
Jazz Pharmaceuticals
JAZZ
$16B
$6.94M 0.24%
+28,817
New +$6.31M
EPD icon
48
Enterprise Products Partners
EPD
$84.1B
$5.16M 0.18%
140,264
-4,407
-3% -$166K
ARGX icon
49
argenx
ARGX
$64.6B
$3.88M 0.14%
+4,185
New +$3.45M
ABT icon
50
Abbott
ABT
$187B
$3.23M 0.11%
35,578
-970
-3% -$88.5K
1
2
3 4

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Hardman Johnston Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Hardman Johnston Global Advisors held 78 positions worth $2.85B, up 35% from $2.1B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Hardman Johnston Global Advisors deployed $511M of net new capital in Q2 2026, opening 5 new positions and adding to 25 existing holdings. Its largest new stake was Netflix: 102,740 shares worth $7.34M.

By sector, the portfolio is most concentrated in Energy at 30% of assets, up from 25% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Vertiv, an estimated $19M trimmed.

  • Hardman Johnston Global Advisors's largest Q2 2026 buy was Netflix: 102,740 shares worth $7.34M.
  • Hardman Johnston Global Advisors added most to TechnipFMC in Q2 2026, an estimated $287M increase.
  • Hardman Johnston Global Advisors's biggest Q2 2026 reduction was Vertiv, cutting an estimated $19M.
  • Hardman Johnston Global Advisors fully exited T-Mobile US in Q2 2026, selling an estimated $2.15M.
  • Hardman Johnston Global Advisors's ten largest holdings make up 67% of its $2.85B portfolio in Q2 2026.
  • Hardman Johnston Global Advisors opened 5 new positions and closed 1 in Q2 2026.
  • Hardman Johnston Global Advisors's portfolio value rose 35% quarter-over-quarter to $2.85B.

Based on Hardman Johnston Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.