| As of Date | 06/24/2026 |
| Registration | SEC, Approved, 05/19/2015 |
| ADV Location | EDINBURGH, United Kingdom |
| Contact Info | 44 xxxxxxx |
| Websites |
| AUM* | 2,359,253,053 -7% |
| of that, discretionary | 2,191,609,305 -5% |
| Number of Employees | 14 -13% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 168,518,075 -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker038222105 | Stock NameAPPLIED MATERIALS INC | $ Position$182,601,603 | % Position13.00% | $ Change103.00% | # Change-4.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR SP ADR | $ Position$126,730,363 | % Position9.00% | $ Change36.00% | # Change-4.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC CL C | $ Position$99,884,978 | % Position7.00% | $ Change20.00% | # Change-2.00% |
| Stck Ticker032095101 | Stock NameAMPHENOL CORP NEW | $ Position$87,165,908 | % Position6.00% | $ Change31.00% | # Change-6.00% |
| Stck Ticker032654105 | Stock NameANALOG DEVICES INC | $ Position$76,152,979 | % Position6.00% | $ Change20.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$63,617,442 | % Position5.00% | $ Change-4.00% | # Change-5.00% |
| Stck Ticker92826C839 | Stock NameVISA INC CLASS A SHARES | $ Position$69,804,405 | % Position5.00% | $ Change19.00% | # Change5.00% |
| Stck Ticker778296103 | Stock NameROSS STORES INC | $ Position$50,821,769 | % Position4.00% | $ Change-2.00% | # Change0.00% |
| Stck Ticker883556102 | Stock NameTHERMO FISHER SCIENTIFIC INC | $ Position$48,830,459 | % Position4.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker025816109 | Stock NameAMERICAN EXPRESS CO | $ Position$57,877,958 | % Position4.00% | $ Change9.00% | # Change-3.00% |