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HJGA

Hardman Johnston Global Advisors Portfolio holdings

AUM $2.1B
1-Year Est. Return 41.89%
This Fund
S&P 500
This Quarter Est. Return
+5.63%
1 Year Est. Return
+41.89%
3 Year Est. Return
+117.99%
5 Year Est. Return
+176.75%
10 Year Est. Return
+717.76%
AUM
$2.1B
AUM Growth
+$63.6M
Cap. Flow
-$2.48M
Cap. Flow %
-0.12%
Top 10 Hldgs %
56.47%
Holding
75
New
3
Increased
21
Reduced
32
Closed
4

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$28.3M
2
C icon
Citigroup
C
+$20.7M
3
LLY icon
Eli Lilly
LLY
+$19.8M
4
EL icon
Estee Lauder
EL
+$15.4M
5
ELAN icon
Elanco Animal Health
ELAN
+$13.7M

Top Sells

Rank Stock Value
1
CTVA icon
Corteva
CTVA
+$18.4M
2
TMUS icon
T-Mobile US
TMUS
+$18.4M
3
META icon
Meta Platforms (Facebook)
META
+$15.4M
4
NVDA icon
NVIDIA
NVDA
+$10.3M
5
MA icon
Mastercard
MA
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 28.27%
2 Financials 24.56%
3 Industrials 12.88%
4 Healthcare 12.56%
5 Consumer Discretionary 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
26
Automatic Data Processing
ADP
$107B
$23.6M 1.13%
91,807
-5,404
-6% -$1.44M
C icon
27
Citigroup
C
$224B
$23.3M 1.11%
+199,450
New +$20.7M
SN icon
28
SharkNinja
SN
$22.7B
$23.1M 1.1%
206,762
-18,577
-8% -$1.83M
CTVA icon
29
Corteva
CTVA
$50.9B
$22.3M 1.06%
332,858
-284,649
-46% -$18.4M
BSX icon
30
Boston Scientific
BSX
$72B
$21.8M 1.04%
228,264
-9,089
-4% -$891K
ADBE icon
31
Adobe
ADBE
$99.9B
$19.7M 0.94%
56,179
-2,802
-5% -$953K
MDT icon
32
Medtronic
MDT
$111B
$19.1M 0.91%
198,864
-36,295
-15% -$3.53M
OLED icon
33
Universal Display
OLED
$3.67B
$19.1M 0.91%
163,286
-48,817
-23% -$6.33M
HXL icon
34
Hexcel
HXL
$7.73B
$17.7M 0.84%
239,547
-36,350
-13% -$2.57M
PYPL icon
35
PayPal
PYPL
$49.5B
$16.8M 0.8%
286,915
-35,081
-11% -$2.28M
ILMN icon
36
Illumina
ILMN
$30B
$16.7M 0.8%
127,236
-30,148
-19% -$3.54M
ALB icon
37
Albemarle
ALB
$14B
$14.9M 0.71%
105,498
+166
+0.2% +$18.8K
ELAN icon
38
Elanco Animal Health
ELAN
$12.8B
$14.3M 0.68%
+630,840
New +$13.7M
META icon
39
Meta Platforms (Facebook)
META
$1.5T
$14.3M 0.68%
21,605
-23,117
-52% -$15.4M
CMCSA icon
40
Comcast
CMCSA
$87.2B
$12M 0.57%
401,361
-96,812
-19% -$2.76M
BDX icon
41
Becton Dickinson
BDX
$46.9B
$11M 0.52%
56,697
-9,375
-14% -$1.78M
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.56T
$10.1M 0.48%
32,030
+7,030
+28% +$2.01M
STM icon
43
STMicroelectronics
STM
$46.5B
$9.66M 0.46%
372,431
-14,109
-4% -$362K
UNH icon
44
UnitedHealth
UNH
$377B
$8.29M 0.4%
25,111
+29
+0.1% +$9.83K
SWK icon
45
Stanley Black & Decker
SWK
$14.8B
$8.06M 0.38%
108,568
-24,780
-19% -$1.74M
CCJ icon
46
Cameco
CCJ
$39.1B
$7.76M 0.37%
84,790
+64,920
+327% +$5.85M
TEAM icon
47
Atlassian
TEAM
$26.3B
$5.75M 0.27%
35,447
-16,908
-32% -$2.65M
EPD icon
48
Enterprise Products Partners
EPD
$81.9B
$5.74M 0.27%
178,885
+21,737
+14% +$687K
ABT icon
49
Abbott
ABT
$185B
$5.48M 0.26%
43,711
+6,127
+16% +$781K
AVGO icon
50
Broadcom
AVGO
$1.87T
$3.75M 0.18%
10,828
+9,828
+983% +$3.51M
1
2
3

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Hardman Johnston Global Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Hardman Johnston Global Advisors held 75 positions worth $2.1B, up 3.1% from $2.04B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Hardman Johnston Global Advisors's Q4 2025 filing shows 3 new, 21 increased, 32 reduced and 4 closed positions. Its largest new stake was Citigroup: 199,450 shares worth $23.3M. The largest sale was Corteva, an estimated $18.4M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Financials and Industrials.

  • Hardman Johnston Global Advisors's largest Q4 2025 buy was Citigroup: 199,450 shares worth $23.3M.
  • Hardman Johnston Global Advisors added most to ASML in Q4 2025, an estimated $28.3M increase.
  • Hardman Johnston Global Advisors's biggest Q4 2025 reduction was Corteva, cutting an estimated $18.4M.
  • Hardman Johnston Global Advisors fully exited Marvell Technology in Q4 2025, selling an estimated $5.2M.
  • Hardman Johnston Global Advisors's ten largest holdings make up 56% of its $2.1B portfolio in Q4 2025.
  • Hardman Johnston Global Advisors opened 3 new positions and closed 4 in Q4 2025.
  • Hardman Johnston Global Advisors's portfolio value rose 3.1% quarter-over-quarter to $2.1B.

Based on Hardman Johnston Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.