James Hambro & Partners
Latest statistics and disclosures from James Hambro & Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APH, JPM, MSFT, GOOG, V, and represent 36.18% of James Hambro & Partners's stock portfolio.
- Added to shares of these 10 stocks: ORCL (+$129M), NVDA (+$108M), MELI (+$98M), EMR (+$24M), MSFT (+$10M), AMZN, GLD, Sei Exchange Traded Funds, ISRG, PGR.
- Started 5 new stock positions in EMR, MELI, ORCL, NFLX, Sei Exchange Traded Funds.
- Reduced shares in these 10 stocks: UNP (-$92M), DHR (-$28M), APH (-$23M), GOOG (-$13M), JPM (-$13M), AME (-$8.3M), TXN (-$6.5M), TJX, SNPS, KO.
- Sold out of its position in UNP.
- James Hambro & Partners was a net buyer of stock by $174M.
- James Hambro & Partners has $2.8B in assets under management (AUM), dropping by 11.31%.
- Central Index Key (CIK): 0001731152
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Portfolio Holdings for James Hambro & Partners
James Hambro & Partners holds 54 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 | |
|---|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 8.0 | $226M | -9% | 1.8M | 123.75 |
|
| JPMorgan Chase & Co. (JPM) | 7.7 | $218M | -5% | 690k | 315.39 |
|
| Microsoft Corporation (MSFT) | 7.5 | $211M | +5% | 407k | 517.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 7.3 | $206M | -5% | 846k | 243.52 |
|
| Visa Com Cl A (V) | 5.6 | $158M | 464k | 341.21 |
|
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| Amazon (AMZN) | 5.4 | $151M | +3% | 690k | 219.54 |
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| Intercontinental Exchange (ICE) | 4.7 | $132M | 782k | 168.44 |
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| Oracle Corporation (ORCL) | 4.6 | $129M | NEW | 459k | 281.05 |
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| Progressive Corporation (PGR) | 4.4 | $125M | 506k | 246.93 |
|
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| Thermo Fisher Scientific (TMO) | 4.3 | $121M | -2% | 250k | 484.79 |
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| Ametek (AME) | 4.1 | $116M | -6% | 619k | 187.93 |
|
| S&p Global (SPGI) | 4.0 | $113M | 233k | 486.63 |
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| NVIDIA Corporation (NVDA) | 3.9 | $109M | +10610% | 586k | 186.57 |
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| TJX Companies (TJX) | 3.8 | $108M | -4% | 748k | 144.54 |
|
| Intuitive Surgical Com New (ISRG) | 3.8 | $106M | 237k | 447.20 |
|
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| Synopsys (SNPS) | 3.6 | $101M | -3% | 205k | 493.76 |
|
| MercadoLibre (MELI) | 3.5 | $98M | NEW | 42k | 2337.49 |
|
| Texas Instruments Incorporated (TXN) | 3.3 | $93M | -6% | 507k | 183.70 |
|
| Coca-Cola Company (KO) | 3.1 | $88M | -4% | 1.3M | 66.33 |
|
| Entegris (ENTG) | 2.7 | $76M | -3% | 821k | 92.42 |
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| Danaher Corporation (DHR) | 1.1 | $30M | -48% | 151k | 198.09 |
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| Emerson Electric (EMR) | 0.8 | $24M | NEW | 182k | 131.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $21M | +6% | 59k | 355.43 |
|
| International Business Machines (IBM) | 0.6 | $16M | -7% | 58k | 282.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $9.7M | -9% | 40k | 243.07 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $4.9M | +12% | 17k | 279.24 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $3.1M | 34k | 91.21 |
|
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | 3.5k | 568.64 |
|
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| Prologis (PLD) | 0.1 | $1.5M | +2% | 13k | 114.45 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $1.4M | 19k | 74.31 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $1.4M | 6.2k | 224.47 |
|
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $1.3M | 13k | 103.11 |
|
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| Sei Exchange Traded Funds Dbi Multi-strgy | 0.0 | $1.3M | NEW | 52k | 25.39 |
|
| Wal-Mart Stores (WMT) | 0.0 | $966k | 9.4k | 103.04 |
|
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| Marsh & McLennan Companies (MMC) | 0.0 | $797k | +69% | 4.0k | 201.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $784k | 1.6k | 502.61 |
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| Chevron Corporation (CVX) | 0.0 | $745k | 4.8k | 155.29 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $601k | -40% | 2.3k | 259.65 |
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| Apple (AAPL) | 0.0 | $601k | -10% | 2.4k | 254.55 |
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| SYSCO Corporation (SYY) | 0.0 | $577k | 7.0k | 82.36 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $565k | -17% | 927.00 | 609.15 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $492k | 738.00 | 666.08 |
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| Xcel Energy (XEL) | 0.0 | $436k | 5.4k | 80.65 |
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| Johnson & Johnson (JNJ) | 0.0 | $430k | -5% | 2.3k | 185.39 |
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| Intuit (INTU) | 0.0 | $417k | 610.00 | 682.74 |
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| Netflix (NFLX) | 0.0 | $402k | NEW | 335.00 | 1198.58 |
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| Abbvie (ABBV) | 0.0 | $383k | -5% | 1.7k | 231.48 |
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| Wells Fargo & Company (WFC) | 0.0 | $337k | 4.0k | 83.82 |
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| Home Depot (HD) | 0.0 | $304k | 750.00 | 405.18 |
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| Iron Mountain (IRM) | 0.0 | $303k | -54% | 3.0k | 101.91 |
|
| Insulet Corporation (PODD) | 0.0 | $283k | 915.00 | 308.73 |
|
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| Bank of America Corporation (BAC) | 0.0 | $276k | 5.4k | 51.56 |
|
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| Abbott Laboratories (ABT) | 0.0 | $275k | 2.1k | 133.95 |
|
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| Eli Lilly & Co. (LLY) | 0.0 | $262k | +4% | 343.00 | 762.49 |
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Past Filings by James Hambro & Partners
SEC 13F filings are viewable for James Hambro & Partners going back to 2017
- 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
- James Hambro & Partners 2022 Q1 filed May 5, 2022