Hardman Johnston Global Advisors as of Sept. 30, 2025
Portfolio Holdings for Hardman Johnston Global Advisors
Hardman Johnston Global Advisors holds 72 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 8.9 | $181M | 78k | 2336.94 | |
| Icici Bank Adr (IBN) | 8.5 | $173M | 5.7M | 30.23 | |
| Hdfc Bank Sponsored Ads (HDB) | 7.2 | $146M | 4.3M | 34.16 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.1 | $125M | 129k | 968.09 | |
| NVIDIA Corporation (NVDA) | 5.3 | $108M | 578k | 186.58 | |
| Howmet Aerospace (HWM) | 4.8 | $99M | 502k | 196.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.2 | $85M | 305k | 279.29 | |
| Microsoft Corporation (MSFT) | 4.0 | $82M | 158k | 517.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $73M | 300k | 243.10 | |
| Mastercard Incorporated Cl A (MA) | 3.1 | $63M | 111k | 568.81 | |
| Vertiv Holdings Com Cl A (VRT) | 2.6 | $53M | 352k | 150.86 | |
| Curtiss-Wright (CW) | 2.6 | $53M | 97k | 542.94 | |
| Apple (AAPL) | 2.3 | $48M | 187k | 254.63 | |
| Astrazeneca Sponsored Adr (AZN) | 2.1 | $43M | 562k | 76.72 | |
| Corteva (CTVA) | 2.1 | $42M | 618k | 67.63 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $35M | 363k | 95.47 | |
| Uber Technologies (UBER) | 1.7 | $34M | 350k | 97.97 | |
| Meta Platforms Cl A (META) | 1.6 | $33M | 45k | 734.38 | |
| Marsh & McLennan Companies (MMC) | 1.6 | $32M | 160k | 201.53 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $31M | 79k | 391.64 | |
| Universal Display Corporation (OLED) | 1.5 | $31M | 212k | 143.63 | |
| Automatic Data Processing (ADP) | 1.4 | $29M | 97k | 293.50 | |
| Edwards Lifesciences (EW) | 1.3 | $27M | 351k | 77.77 | |
| Bank of America Corporation (BAC) | 1.2 | $25M | 478k | 51.59 | |
| Advanced Energy Industries (AEIS) | 1.2 | $24M | 140k | 170.14 | |
| Metropcs Communications (TMUS) | 1.2 | $24M | 98k | 239.38 | |
| Sharkninja Com Shs (SN) | 1.1 | $23M | 225k | 103.15 | |
| Boston Scientific Corporation (BSX) | 1.1 | $23M | 237k | 97.63 | |
| Iqvia Holdings (IQV) | 1.1 | $23M | 120k | 189.94 | |
| Medtronic SHS (MDT) | 1.1 | $22M | 235k | 95.24 | |
| Lauder Estee Cos Cl A (EL) | 1.1 | $22M | 252k | 88.12 | |
| Paypal Holdings (PYPL) | 1.1 | $22M | 322k | 67.06 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $21M | 59k | 352.75 | |
| Amazon (AMZN) | 1.0 | $20M | 91k | 219.57 | |
| Hexcel Corporation (HXL) | 0.9 | $17M | 276k | 62.70 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $16M | 498k | 31.42 | |
| Illumina (ILMN) | 0.7 | $15M | 157k | 94.97 | |
| Becton, Dickinson and (BDX) | 0.6 | $12M | 66k | 187.17 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.5 | $11M | 387k | 28.26 | |
| Stanley Black & Decker (SWK) | 0.5 | $9.9M | 133k | 74.33 | |
| Eli Lilly & Co. (LLY) | 0.4 | $8.7M | 11k | 763.00 | |
| UnitedHealth (UNH) | 0.4 | $8.7M | 25k | 345.30 | |
| Albemarle Corporation (ALB) | 0.4 | $8.5M | 105k | 81.08 | |
| Atlassian Corporation Cl A (TEAM) | 0.4 | $8.4M | 52k | 159.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $6.1M | 25k | 243.55 | |
| Marvell Technology (MRVL) | 0.3 | $5.2M | 62k | 84.07 | |
| Abbott Laboratories (ABT) | 0.2 | $5.0M | 38k | 133.94 | |
| Fmc Corp Com New (FMC) | 0.2 | $5.0M | 148k | 33.63 | |
| Enterprise Products Partners (EPD) | 0.2 | $4.9M | 157k | 31.27 | |
| Prologis (PLD) | 0.1 | $2.7M | 24k | 114.52 | |
| Procter & Gamble Company (PG) | 0.1 | $2.6M | 17k | 153.65 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $2.1M | 23k | 91.75 | |
| M&T Bank Corporation (MTB) | 0.1 | $2.1M | 11k | 197.62 | |
| Schlumberger Com Stk (SLB) | 0.1 | $1.9M | 56k | 34.37 | |
| Cameco Corporation (CCJ) | 0.1 | $1.7M | 20k | 83.86 | |
| Merck & Co (MRK) | 0.1 | $1.1M | 13k | 83.93 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.0M | 8.9k | 112.75 | |
| Chevron Corporation (CVX) | 0.0 | $839k | 5.4k | 155.29 | |
| Boeing Company (BA) | 0.0 | $787k | 3.6k | 215.83 | |
| Hershey Company (HSY) | 0.0 | $542k | 2.9k | 187.05 | |
| Nebius Group Shs Class A (NBIS) | 0.0 | $524k | 4.7k | 112.27 | |
| Trip Com Group Ads (TCOM) | 0.0 | $432k | 5.8k | 75.20 | |
| Oneok (OKE) | 0.0 | $392k | 5.4k | 72.97 | |
| Microchip Technology (MCHP) | 0.0 | $379k | 5.9k | 64.22 | |
| Shell Spon Ads (SHEL) | 0.0 | $358k | 5.0k | 71.53 | |
| Ge Aerospace Com New (GE) | 0.0 | $345k | 1.1k | 300.82 | |
| Broadcom (AVGO) | 0.0 | $330k | 1.0k | 329.91 | |
| Ge Vernova (GEV) | 0.0 | $314k | 511.00 | 614.90 | |
| Highwoods Properties (HIW) | 0.0 | $309k | 9.7k | 31.82 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $262k | 3.6k | 72.77 | |
| Eversource Energy (ES) | 0.0 | $213k | 3.0k | 71.14 | |
| Paychex (PAYX) | 0.0 | $203k | 1.6k | 126.76 |
