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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
TCOM icon
76
Trip.com Group
TCOM
$25.7B
$229K 0.01%
5,750
– –
UNP icon
77
Union Pacific
UNP
$168B
$205K 0.01%
+754
New +$198K
TMUS icon
78
T-Mobile US
TMUS
$190B
– –
-10,230
Closed -$2.15M
1 2 3
4

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EMFAT
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IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.86B AUM 28.26% 1-Year Est. Return
ORCP
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FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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.