Johnston Asset Management Corp.

Hardman Johnston Global Advisors as of June 30, 2026

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 4.2M 101.86
Technipfmc (FTI) 13.5 $386M 5.8M 66.30
Asml Hldg Nv N Y Registry Shs (ASML) 7.9 $224M 113k 1989.44
Icici Bank Adr (IBN) 7.5 $214M 7.4M 29.03
MercadoLibre (MELI) 4.6 $130M 77k 1697.39
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 4.4 $126M 263k 477.57
Howmet Aerospace (HWM) 3.8 $108M 403k 268.86
Vertiv Holdings Com Cl A (VRT) 3.7 $104M 312k 334.82
NVIDIA Corporation (NVDA) 3.4 $98M 491k 200.09
Alphabet Cap Stk Cl A (GOOGL) 3.3 $96M 267k 357.37
Curtiss-Wright (CW) 2.0 $58M 76k 757.76
Mastercard Incorporated Cl A (MA) 1.7 $48M 94k 513.60
Apple (AAPL) 1.5 $44M 152k 289.36
Advanced Energy Industries (AEIS) 1.4 $41M 109k 372.87
Eli Lilly & Co. (LLY) 1.4 $39M 33k 1199.43
Microsoft Corporation (MSFT) 1.3 $38M 102k 373.02
Citigroup Com New (C) 1.3 $37M 263k 139.96
Amazon (AMZN) 1.2 $34M 144k 238.34
Lauder Estee Cos Cl A (EL) 1.1 $32M 410k 78.95
SLB Com Stk (SLB) 1.1 $32M 695k 46.49
Sharkninja Com Shs (SN) 1.0 $29M 193k 152.27
Vertex Pharmaceuticals Incorporated (VRTX) 1.0 $29M 58k 496.73
Illumina (ILMN) 1.0 $28M 160k 175.83
Charles Schwab Corporation (SCHW) 1.0 $28M 299k 92.27
Edwards Lifesciences (EW) 0.9 $26M 291k 90.46
Corteva (CTVA) 0.9 $26M 308k 84.69
Uber Technologies (UBER) 0.9 $26M 361k 72.16
Stmicroelectronics N V Ny Registry (STM) 0.8 $24M 323k 74.89
Stanley Black & Decker (SWK) 0.8 $23M 244k 94.12
Marsh & McLennan Companies (MRSH) 0.8 $22M 135k 166.67
Hexcel Corporation (HXL) 0.8 $22M 219k 100.06
Broadcom (AVGO) 0.7 $21M 56k 377.75
Iqvia Holdings (IQV) 0.7 $20M 101k 193.22
Automatic Data Processing (ADP) 0.6 $18M 80k 223.95
Albemarle Corporation (ALB) 0.6 $16M 120k 135.03
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.6 $16M 171k 91.64
Elanco Animal Health (ELAN) 0.5 $16M 636k 24.61
Medtronic SHS (MDT) 0.5 $15M 191k 78.23
UnitedHealth (UNH) 0.4 $12M 29k 415.63
Universal Display Corporation (OLED) 0.4 $12M 133k 86.59
Adobe Systems Incorporated (ADBE) 0.4 $10M 50k 205.02
Comcast Corp Cl A (CMCSA) 0.3 $8.7M 355k 24.55
Becton, Dickinson and (BDX) 0.3 $8.0M 53k 151.33
Alphabet Cap Stk Cl C (GOOG) 0.3 $8.0M 23k 353.33
Netflix (NFLX) 0.3 $7.3M 103k 71.40
Boston Scientific Corporation (BSX) 0.3 $7.2M 168k 42.68
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.2 $6.9M 29k 240.97
Enterprise Products Partners (EPD) 0.2 $5.2M 140k 36.76
Argenx Se Sponsored Adr (ARGX) 0.1 $3.9M 4.2k 927.77
Abbott Laboratories (ABT) 0.1 $3.2M 36k 90.74
EOG Resources (EOG) 0.1 $3.2M 25k 129.73
Prologis (PLD) 0.1 $3.0M 22k 135.47
Waters Corporation (WAT) 0.1 $2.9M 7.7k 375.04
Meta Platforms Cl A (META) 0.1 $2.7M 4.8k 563.29
M&T Bank Corporation (MTB) 0.1 $2.5M 11k 238.01
Procter & Gamble Company (PG) 0.1 $2.4M 17k 146.64
Oneok (OKE) 0.1 $2.4M 28k 86.94
Paypal Holdings (PYPL) 0.1 $1.6M 36k 43.18
Chevron Corporation (CVX) 0.1 $1.5M 9.3k 165.76
Merck & Co (MRK) 0.1 $1.4M 11k 128.50
Microchip Technology (MCHP) 0.0 $1.3M 15k 91.20
Exxon Mobil Corporation (XOM) 0.0 $1.2M 8.9k 136.72
LXP Industrial Trust (LXP) 0.0 $1.1M 20k 53.88
Newell Rubbermaid (NWL) 0.0 $921k 150k 6.14
Nebius Group Shs Class A (NBIS) 0.0 $900k 3.3k 276.17
Eversource Energy (ES) 0.0 $867k 12k 72.27
Pfizer (PFE) 0.0 $665k 28k 24.08
Boeing Company (BA) 0.0 $568k 2.6k 216.47
Hershey Company (HSY) 0.0 $509k 2.9k 175.45
Versant Media Group Com Cl A (VSNT) 0.0 $495k 14k 36.01
Ge Vernova (GEV) 0.0 $483k 411.00 1174.86
Ge Aerospace Com New (GE) 0.0 $354k 946.00 373.73
Shell Spon Ads (SHEL) 0.0 $333k 4.3k 77.54
Highwoods Properties (HIW) 0.0 $293k 9.7k 30.16
Ishares Gold Tr Ishares New (IAU) 0.0 $272k 3.6k 75.51
Trip Com Group Ads (TCOM) 0.0 $229k 5.8k 39.84
Union Pacific Corporation (UNP) 0.0 $205k 754.00 272.00