Johnston Asset Management Corp.
Latest statistics and disclosures from Hardman Johnston Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CCJ, FTI, ASML, IBN, MELI, and represent 48.54% of Hardman Johnston Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: FTI (+$269M), IBN (+$127M), CCJ (+$83M), SLB (+$20M), AMZN (+$12M), AVGO (+$11M), C (+$10M), NFLX (+$7.3M), JAZZ (+$6.9M), TSM (+$5.5M).
- Started 5 new stock positions in NWL, JAZZ, ARGX, UNP, NFLX.
- Reduced shares in these 10 stocks: VRT (-$20M), STM (-$16M), ASML (-$12M), META (-$9.1M), MSFT (-$8.8M), HWM, GOOGL, OLED, TMUS, CW.
- Sold out of its position in TMUS.
- Hardman Johnston Global Advisors was a net buyer of stock by $486M.
- Hardman Johnston Global Advisors has $2.9B in assets under management (AUM), dropping by 35.40%.
- Central Index Key (CIK): 0001006364
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Portfolio Holdings for Hardman Johnston Global Advisors
Hardman Johnston Global Advisors holds 77 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 15.1 | $429M | +23% | 4.2M | 101.86 |
|
| Technipfmc (FTI) | 13.5 | $386M | +230% | 5.8M | 66.30 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 7.9 | $224M | -4% | 113k | 1989.44 |
|
| Icici Bank Adr (IBN) | 7.5 | $214M | +146% | 7.4M | 29.03 |
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| MercadoLibre (MELI) | 4.6 | $130M | 77k | 1697.39 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.4 | $126M | +4% | 263k | 477.57 |
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| Howmet Aerospace (HWM) | 3.8 | $108M | -4% | 403k | 268.86 |
|
| Vertiv Holdings Com Cl A (VRT) | 3.7 | $104M | -16% | 312k | 334.82 |
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| NVIDIA Corporation (NVDA) | 3.4 | $98M | 491k | 200.09 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $96M | -2% | 267k | 357.37 |
|
| Curtiss-Wright (CW) | 2.0 | $58M | -2% | 76k | 757.76 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $48M | 94k | 513.60 |
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| Apple (AAPL) | 1.5 | $44M | 152k | 289.36 |
|
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| Advanced Energy Industries (AEIS) | 1.4 | $41M | -2% | 109k | 372.87 |
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| Eli Lilly & Co. (LLY) | 1.4 | $39M | +2% | 33k | 1199.43 |
|
| Microsoft Corporation (MSFT) | 1.3 | $38M | -18% | 102k | 373.02 |
|
| Citigroup Com New (C) | 1.3 | $37M | +39% | 263k | 139.96 |
|
| Amazon (AMZN) | 1.2 | $34M | +53% | 144k | 238.34 |
|
| Lauder Estee Cos Cl A (EL) | 1.1 | $32M | 410k | 78.95 |
|
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| SLB Com Stk (SLB) | 1.1 | $32M | +156% | 695k | 46.49 |
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| Sharkninja Com Shs (SN) | 1.0 | $29M | 193k | 152.27 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.0 | $29M | 58k | 496.73 |
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| Illumina (ILMN) | 1.0 | $28M | +16% | 160k | 175.83 |
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| Charles Schwab Corporation (SCHW) | 1.0 | $28M | 299k | 92.27 |
|
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| Edwards Lifesciences (EW) | 0.9 | $26M | 291k | 90.46 |
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| Corteva (CTVA) | 0.9 | $26M | -2% | 308k | 84.69 |
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| Uber Technologies (UBER) | 0.9 | $26M | 361k | 72.16 |
|
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| Stmicroelectronics N V Ny Registry (STM) | 0.8 | $24M | -40% | 323k | 74.89 |
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| Stanley Black & Decker (SWK) | 0.8 | $23M | +8% | 244k | 94.12 |
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| Marsh & McLennan Companies (MRSH) | 0.8 | $22M | 135k | 166.67 |
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| Hexcel Corporation (HXL) | 0.8 | $22M | 219k | 100.06 |
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| Broadcom (AVGO) | 0.7 | $21M | +115% | 56k | 377.75 |
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| Iqvia Holdings (IQV) | 0.7 | $20M | 101k | 193.22 |
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| Automatic Data Processing (ADP) | 0.6 | $18M | 80k | 223.95 |
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| Albemarle Corporation (ALB) | 0.6 | $16M | -2% | 120k | 135.03 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.6 | $16M | 171k | 91.64 |
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| Elanco Animal Health (ELAN) | 0.5 | $16M | +2% | 636k | 24.61 |
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| Medtronic SHS (MDT) | 0.5 | $15M | 191k | 78.23 |
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| UnitedHealth (UNH) | 0.4 | $12M | +20% | 29k | 415.63 |
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| Universal Display Corporation (OLED) | 0.4 | $12M | -17% | 133k | 86.59 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $10M | 50k | 205.02 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $8.7M | 355k | 24.55 |
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| Becton, Dickinson and (BDX) | 0.3 | $8.0M | 53k | 151.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $8.0M | -6% | 23k | 353.33 |
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| Netflix (NFLX) | 0.3 | $7.3M | NEW | 103k | 71.40 |
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| Boston Scientific Corporation (BSX) | 0.3 | $7.2M | 168k | 42.68 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $6.9M | NEW | 29k | 240.97 |
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| Enterprise Products Partners (EPD) | 0.2 | $5.2M | -3% | 140k | 36.76 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $3.9M | NEW | 4.2k | 927.77 |
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| Abbott Laboratories (ABT) | 0.1 | $3.2M | -2% | 36k | 90.74 |
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| EOG Resources (EOG) | 0.1 | $3.2M | +80% | 25k | 129.73 |
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| Prologis (PLD) | 0.1 | $3.0M | -2% | 22k | 135.47 |
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| Waters Corporation (WAT) | 0.1 | $2.9M | +6% | 7.7k | 375.04 |
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| Meta Platforms Cl A (META) | 0.1 | $2.7M | -77% | 4.8k | 563.29 |
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| M&T Bank Corporation (MTB) | 0.1 | $2.5M | 11k | 238.01 |
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| Procter & Gamble Company (PG) | 0.1 | $2.4M | 17k | 146.64 |
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| Oneok (OKE) | 0.1 | $2.4M | +91% | 28k | 86.94 |
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| Paypal Holdings (PYPL) | 0.1 | $1.6M | 36k | 43.18 |
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| Chevron Corporation (CVX) | 0.1 | $1.5M | 9.3k | 165.76 |
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| Merck & Co (MRK) | 0.1 | $1.4M | 11k | 128.50 |
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| Microchip Technology (MCHP) | 0.0 | $1.3M | 15k | 91.20 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.2M | 8.9k | 136.72 |
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| LXP Industrial Trust (LXP) | 0.0 | $1.1M | +18% | 20k | 53.88 |
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| Newell Rubbermaid (NWL) | 0.0 | $921k | NEW | 150k | 6.14 |
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| Nebius Group Shs Class A (NBIS) | 0.0 | $900k | -49% | 3.3k | 276.17 |
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| Eversource Energy (ES) | 0.0 | $867k | 12k | 72.27 |
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| Pfizer (PFE) | 0.0 | $665k | 28k | 24.08 |
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| Boeing Company (BA) | 0.0 | $568k | 2.6k | 216.47 |
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| Hershey Company (HSY) | 0.0 | $509k | 2.9k | 175.45 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $495k | 14k | 36.01 |
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| Ge Vernova (GEV) | 0.0 | $483k | -19% | 411.00 | 1174.86 |
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| Ge Aerospace Com New (GE) | 0.0 | $354k | 946.00 | 373.73 |
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| Shell Spon Ads (SHEL) | 0.0 | $333k | -14% | 4.3k | 77.54 |
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| Highwoods Properties (HIW) | 0.0 | $293k | 9.7k | 30.16 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $272k | 3.6k | 75.51 |
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| Trip Com Group Ads (TCOM) | 0.0 | $229k | 5.8k | 39.84 |
|
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| Union Pacific Corporation (UNP) | 0.0 | $205k | NEW | 754.00 | 272.00 |
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Past Filings by Hardman Johnston Global Advisors
SEC 13F filings are viewable for Hardman Johnston Global Advisors going back to 2010
- Hardman Johnston Global Advisors 2026 Q2 filed Aug. 12, 2026
- Hardman Johnston Global Advisors 2026 Q1 filed May 13, 2026
- Hardman Johnston Global Advisors 2025 Q4 filed Jan. 23, 2026
- Hardman Johnston Global Advisors 2025 Q3 filed Oct. 27, 2025
- Hardman Johnston Global Advisors 2025 Q2 filed July 21, 2025
- Hardman Johnston Global Advisors 2025 Q1 filed May 15, 2025
- Hardman Johnston Global Advisors 2024 Q4 filed Feb. 4, 2025
- Hardman Johnston Global Advisors 2024 Q3 filed Oct. 30, 2024
- Hardman Johnston Global Advisors 2024 Q1 filed May 6, 2024
- Hardman Johnston Global Advisors 2023 Q4 filed Jan. 29, 2024
- Hardman Johnston Global Advisors 2023 Q3 filed Oct. 20, 2023
- Hardman Johnston Global Advisors 2023 Q2 filed Aug. 11, 2023
- Hardman Johnston Global Advisors 2023 Q1 filed May 5, 2023
- Hardman Johnston Global Advisors 2022 Q4 filed Feb. 3, 2023
- Hardman Johnston Global Advisors 2022 Q3 filed Nov. 2, 2022
- Hardman Johnston Global Advisors 2022 Q2 filed Aug. 2, 2022