Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2026) About Hardman Johnston Global Advisors LLCInvestment ActivityHardman Johnston Global Advisors LLC has $2.10 billion in total holdings as of December 31, 2025.Hardman Johnston Global Advisors LLC owns shares of 71 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.69% of the portfolio was purchased this quarter.About 7.48% of the portfolio was sold this quarter.This quarter, Hardman Johnston Global Advisors LLC has purchased 72 new stocks and bought additional shares in 21 stocks.Hardman Johnston Global Advisors LLC sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings ASML $166,902,439ICICI Bank $164,693,187HDFC Bank $161,819,692MercadoLibre $154,576,327Howmet Aerospace $102,408,720 Largest New Holdings this Quarter 172967424 - Citigroup $23,273,821 Holding28414H103 - Elanco Animal Health $14,275,909 Holding921943858 - Vanguard FTSE Developed Markets ETF $1,664,201 Holding Largest Purchases this Quarter ASML 27,141 shares (about $29.04M)Citigroup 199,450 shares (about $23.27M)Eli Lilly and Company 20,752 shares (about $22.30M)Estee Lauder Companies 158,516 shares (about $16.60M)Elanco Animal Health 630,840 shares (about $14.28M) Largest Sales this Quarter Corteva 284,649 shares (about $19.08M)T-Mobile US 86,788 shares (about $17.62M)Meta Platforms 23,117 shares (about $15.26M)NVIDIA 55,182 shares (about $10.29M)Mastercard 12,191 shares (about $6.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHardman Johnston Global Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorASMLASML$166,902,439$29,037,070 ▲21.1%156,0048.0%Computer and TechnologyIBNICICI Bank$164,693,187$6,238,749 ▼-3.6%5,526,6177.8%FinanceHDBHDFC Bank$161,819,692$5,805,512 ▲3.7%4,428,5637.7%FinanceMELIMercadoLibre$154,576,327$1,677,879 ▼-1.1%76,7417.4%Retail/WholesaleHWMHowmet Aerospace$102,408,720$598,453 ▼-0.6%499,5064.9%AerospaceGOOGLAlphabet$98,166,816$4,320,026 ▲4.6%313,6324.7%Computer and TechnologyNVDANVIDIA$97,493,994$10,291,443 ▼-9.5%522,7564.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$93,838,801$1,130,471 ▲1.2%308,7924.5%Computer and TechnologyMSFTMicrosoft$77,001,976$610,328 ▲0.8%159,2203.7%Computer and TechnologyVRTVertiv$68,196,651$11,135,919 ▲19.5%420,9413.2%Computer and TechnologyMAMastercard$56,385,818$6,959,598 ▼-11.0%98,7702.7%Business ServicesASTRAZENECA PLC$50,278,631$1,347,602 ▼-2.6%546,9232.4%SPONSORED ADRCWCurtiss-Wright$47,105,470$6,180,288 ▼-11.6%85,4492.2%AerospaceAAPLApple$46,704,732$4,043,374 ▼-8.0%171,7972.2%Computer and TechnologyELEstee Lauder Companies$43,004,734$16,599,795 ▲62.9%410,6642.0%Consumer StaplesLLYEli Lilly and Company$34,603,621$22,301,759 ▲181.3%32,1991.6%MedicalSCHWCharles Schwab$32,958,211$3,265,858 ▼-9.0%329,8791.6%FinanceAMZNAmazon.com$32,812,910$11,726,349 ▲55.6%142,1581.6%Retail/WholesaleBACBank of America$30,688,350$4,410,010 ▲16.8%557,9701.5%FinanceUBERUber Technologies$29,555,324$1,001,765 ▲3.5%361,7101.4%Computer and TechnologyVRTXVertex Pharmaceuticals$28,927,088$6,957,263 ▼-19.4%63,8061.4%MedicalEWEdwards Lifesciences$27,004,643$2,909,071 ▼-9.7%316,7701.3%MedicalMARSH & MCLENNAN COS INC$26,709,314$2,971,103 ▼-10.0%143,9701.3%COMAEISAdvanced Energy Industries$25,539,790$3,733,486 ▼-12.8%121,9841.2%Computer and TechnologyIQVIQVIA$24,774,137$2,224,571 ▼-8.2%109,9071.2%MedicalADPAutomatic Data Processing$23,615,515$1,390,071 ▼-5.6%91,8071.1%Computer and TechnologyCCitigroup$23,273,821$23,273,821 ▲New Holding199,4501.1%Financial ServicesSNSharkNinja$23,136,668$2,078,766 ▼-8.2%206,7621.1%Retail/WholesaleCTVACorteva$22,311,472$19,080,023 ▼-46.1%332,8581.1%Consumer StaplesBSXBoston Scientific$21,764,972$866,636 ▼-3.8%228,2641.0%MedicalADBEAdobe$19,662,088$980,672 ▼-4.8%56,1790.9%Computer and TechnologyMDTMedtronic$19,102,876$3,486,498 ▼-15.4%198,8640.9%MedicalOLEDUniversal Display$19,068,539$5,700,849 ▼-23.0%163,2860.9%Computer and TechnologyHXLHexcel$17,702,523$2,686,265 ▼-13.2%239,5470.8%AerospacePYPLPayPal$16,750,098$2,048,029 ▼-10.9%286,9150.8%Business ServicesILMNIllumina$16,688,274$3,954,212 ▼-19.2%127,2360.8%MedicalALBAlbemarle$14,921,637$23,479 ▲0.2%105,4980.7%Basic MaterialsELANElanco Animal Health$14,275,909$14,275,909 ▲New Holding630,8400.7%MedicalMETAMeta Platforms$14,261,244$15,259,300 ▼-51.7%21,6050.7%Computer and TechnologyCMCSAComcast$11,996,680$2,893,711 ▼-19.4%401,3610.6%Consumer DiscretionaryBDXBecton, Dickinson and Company$11,003,187$1,819,406 ▼-14.2%56,6970.5%MedicalGOOGAlphabet$10,051,014$2,206,014 ▲28.1%32,0300.5%Computer and TechnologySTMSTMicroelectronics$9,660,860$365,987 ▼-3.7%372,4310.5%Computer and TechnologyUNHUnitedHealth Group$8,289,392$9,573 ▲0.1%25,1110.4%MedicalSWKStanley Black & Decker$8,064,431$1,840,658 ▼-18.6%108,5680.4%IndustrialsCCJCameco$7,757,437$5,939,531 ▲326.7%84,7900.4%Basic MaterialsTEAMAtlassian$5,747,377$2,741,463 ▼-32.3%35,4470.3%Computer and TechnologyEPDEnterprise Products Partners$5,735,053$696,888 ▲13.8%178,8850.3%EnergyABTAbbott Laboratories$5,476,551$767,652 ▲16.3%43,7110.3%MedicalAVGOBroadcom$3,747,571$3,401,471 ▲982.8%10,8280.2%Computer and TechnologyPLDPrologis$3,358,352$298,086 ▲9.7%26,3070.2%FinanceSLBSLB$2,538,568$388,406 ▲18.1%66,1430.1%EnergyPGProcter & Gamble$2,393,2770.0%16,7000.1%Consumer StaplesTMUST-Mobile US$2,285,215$17,621,434 ▼-88.5%11,2550.1%Computer and TechnologyMTBM&T Bank$2,141,7320.0%10,6300.1%FinanceVEAVanguard FTSE Developed Markets ETF$1,664,201$1,664,201 ▲New Holding26,6400.1%ETFMRKMerck & Co., Inc.$1,342,0650.0%12,7500.1%MedicalXOMExxonMobil$1,068,9800.0%8,8830.1%EnergyCVXChevron$823,0140.0%5,4000.0%EnergyOKEONEOK$798,431$403,809 ▲102.3%10,8630.0%EnergyBABoeing$554,742$236,661 ▼-29.9%2,5550.0%AerospaceHSYHershey$527,7420.0%2,9000.0%Consumer StaplesTCOMTrip.com Group$413,4830.0%5,7500.0%Consumer DiscretionaryYNDXYandex$390,4840.0%4,6650.0%Computer and TechnologyMCHPMicrochip Technology$375,9480.0%5,9000.0%Computer and TechnologySHELShell$367,4000.0%5,0000.0%EnergyGEGE Aerospace$353,0020.0%1,1460.0%AerospaceGE VERNOVA INC$333,9740.0%5110.0%COMIAUiShares Gold Trust$292,2120.0%3,6000.0%FinanceHIWHighwoods Properties$250,4540.0%9,7000.0%FinanceESEversource Energy$201,9900.0%3,0000.0%UtilitiesMRVLMarvell Technology$0$5,200,570 ▼-100.0%00.0%Computer and TechnologyFMCFMC$0$4,962,947 ▼-100.0%00.0%Consumer StaplesBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$2,142,363 ▼-100.0%00.0%ETFPAYXPaychex$0$202,816 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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