James Hambro & Partners
Latest statistics and disclosures from James Hambro & Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, JPM, APH, MSFT, AMZN, and represent 37.76% of James Hambro & Partners's stock portfolio.
- Added to shares of these 10 stocks: MCK (+$99M), BN (+$91M), NVDA (+$30M), AMZN (+$14M), MELI (+$7.0M), MSFT (+$5.8M), PGR, KO, EMR, CVX.
- Started 6 new stock positions in LYG, BN, COST, MCK, PEP, DIS.
- Reduced shares in these 10 stocks: SNPS (-$101M), ORCL (-$89M), , APH (-$35M), GOOG (-$18M), SPGI (-$16M), DHR (-$15M), ICE (-$9.9M), TJX (-$9.7M), TMO.
- Sold out of its positions in CP, ENTG, INTU, NFLX, SNPS.
- James Hambro & Partners was a net seller of stock by $-120M.
- James Hambro & Partners has $2.8B in assets under management (AUM), dropping by -0.54%.
- Central Index Key (CIK): 0001731152
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Portfolio Holdings for James Hambro & Partners
James Hambro & Partners holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 8.8 | $247M | -6% | 788k | 313.81 |
|
| JPMorgan Chase & Co. (JPM) | 8.0 | $223M | 691k | 322.31 |
|
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| Amphenol Corp Cl A (APH) | 7.6 | $211M | -14% | 1.6M | 135.16 |
|
| Microsoft Corporation (MSFT) | 7.2 | $203M | +2% | 419k | 483.63 |
|
| Amazon (AMZN) | 6.2 | $173M | +8% | 749k | 230.84 |
|
| Visa Com Cl A (V) | 5.8 | $163M | 464k | 350.88 |
|
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| Thermo Fisher Scientific (TMO) | 5.0 | $140M | -3% | 241k | 579.50 |
|
| NVIDIA Corporation (NVDA) | 5.0 | $139M | +27% | 745k | 186.50 |
|
| Intuitive Surgical Com New (ISRG) | 4.8 | $135M | 239k | 566.51 |
|
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| Ametek (AME) | 4.5 | $125M | 609k | 205.30 |
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| Progressive Corporation (PGR) | 4.2 | $119M | +3% | 522k | 227.76 |
|
| Intercontinental Exchange (ICE) | 4.2 | $117M | -7% | 721k | 162.00 |
|
| S&p Global (SPGI) | 3.8 | $106M | -13% | 202k | 522.64 |
|
| TJX Companies (TJX) | 3.8 | $105M | -8% | 685k | 153.63 |
|
| McKesson Corporation (MCK) | 3.5 | $99M | NEW | 121k | 820.25 |
|
| Coca-Cola Company (KO) | 3.5 | $97M | +3% | 1.4M | 69.93 |
|
| MercadoLibre (MELI) | 3.3 | $92M | +8% | 46k | 2014.59 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.3 | $91M | NEW | 2.0M | 45.90 |
|
| Texas Instruments Incorporated (TXN) | 3.0 | $85M | -3% | 491k | 173.50 |
|
| Emerson Electric (EMR) | 1.0 | $27M | +13% | 207k | 132.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $24M | +3% | 60k | 396.30 |
|
| Danaher Corporation (DHR) | 0.7 | $19M | -44% | 84k | 229.00 |
|
| International Business Machines (IBM) | 0.5 | $15M | -12% | 51k | 296.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $12M | -8% | 37k | 312.97 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $5.3M | 17k | 303.87 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $4.4M | +39% | 48k | 93.09 |
|
| Chevron Corporation (CVX) | 0.1 | $3.8M | +416% | 25k | 152.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.5M | +26% | 4.5k | 570.89 |
|
| Prologis (PLD) | 0.1 | $2.0M | +20% | 15k | 127.67 |
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| Sei Exchange Traded Funds Dbi Multi-strgy | 0.0 | $1.3M | 52k | 24.91 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $1.2M | -12% | 12k | 105.06 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $1.2M | -13% | 5.4k | 222.62 |
|
| Walt Disney Company (DIS) | 0.0 | $1.1M | NEW | 9.5k | 113.76 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.0M | 9.4k | 111.40 |
|
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| Oracle Corporation (ORCL) | 0.0 | $747k | -99% | 3.8k | 194.94 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $729k | 3.9k | 185.57 |
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|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $709k | +40% | 1.0k | 681.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $701k | -10% | 1.4k | 502.76 |
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| Apple (AAPL) | 0.0 | $644k | 2.4k | 271.89 |
|
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| Vanguard World Health Car Etf (VHT) | 0.0 | $555k | -16% | 1.9k | 287.77 |
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| SYSCO Corporation (SYY) | 0.0 | $516k | 7.0k | 73.71 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $512k | -3% | 897.00 | 570.22 |
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| Abbvie (ABBV) | 0.0 | $378k | 1.7k | 228.48 |
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| Xcel Energy (XEL) | 0.0 | $375k | -6% | 5.1k | 73.86 |
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| Wells Fargo & Company (WFC) | 0.0 | $375k | 4.0k | 93.22 |
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| Eli Lilly & Co. (LLY) | 0.0 | $325k | -11% | 302.00 | 1074.98 |
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| Johnson & Johnson (JNJ) | 0.0 | $303k | -36% | 1.5k | 206.95 |
|
| Bank of America Corporation (BAC) | 0.0 | $295k | 5.4k | 54.99 |
|
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| Insulet Corporation (PODD) | 0.0 | $260k | 915.00 | 284.18 |
|
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| Home Depot (HD) | 0.0 | $258k | 750.00 | 344.15 |
|
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| Abbott Laboratories (ABT) | 0.0 | $257k | 2.1k | 125.27 |
|
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| Iron Mountain (IRM) | 0.0 | $246k | 3.0k | 82.92 |
|
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| Costco Wholesale Corporation (COST) | 0.0 | $241k | NEW | 280.00 | 862.22 |
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| Pepsi (PEP) | 0.0 | $202k | NEW | 1.4k | 143.50 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $71k | NEW | 14k | 5.29 |
|
Past Filings by James Hambro & Partners
SEC 13F filings are viewable for James Hambro & Partners going back to 2017
- James Hambro & Partners 2025 Q4 filed Jan. 15, 2026
- James Hambro & Partners 2025 Q3 filed Oct. 15, 2025
- James Hambro & Partners 2025 Q2 filed July 17, 2025
- James Hambro & Partners 2025 Q1 filed April 17, 2025
- James Hambro & Partners 2024 Q4 filed Jan. 22, 2025
- James Hambro & Partners 2024 Q3 filed Oct. 21, 2024
- James Hambro & Partners 2024 Q2 filed July 16, 2024
- James Hambro & Partners 2024 Q1 filed April 26, 2024
- James Hambro & Partners 2023 Q4 filed Jan. 19, 2024
- James Hambro & Partners 2023 Q3 filed Oct. 24, 2023
- James Hambro & Partners 2023 Q2 filed July 20, 2023
- James Hambro & Partners 2023 Q1 filed April 21, 2023
- James Hambro & Partners 2022 Q4 restated filed Feb. 2, 2023
- James Hambro & Partners 2022 Q4 filed Jan. 25, 2023
- James Hambro & Partners 2022 Q3 filed Oct. 20, 2022
- James Hambro & Partners 2022 Q2 filed July 22, 2022