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, AMZN, MSFT, and represent 35.43% of James Hambro & Partners's stock portfolio.
- Added to shares of these 10 stocks: SUNB (+$73M), EMR (+$36M), BDX (+$30M), NVDA (+$10M), MCK (+$8.2M), AMZN (+$7.9M), BN, MSFT, AAXJ, TIP.
- Started 6 new stock positions in LMT, TIP, XOM, BDX, SUNB, COHR.
- Reduced shares in these 10 stocks: MELI (-$50M), TJX (-$39M), GOOG (-$19M), APH (-$18M), DHR (-$15M), SPGI (-$9.5M), JPM (-$7.8M), KO (-$6.7M), ICE (-$5.5M), AME (-$5.4M).
- Sold out of its positions in COST, DIS, PODD, ORCL.
- James Hambro & Partners was a net seller of stock by $-20M.
- James Hambro & Partners has $2.6B in assets under management (AUM), dropping by -8.87%.
- Central Index Key (CIK): 0001731152
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Portfolio Holdings for James Hambro & Partners
James Hambro & Partners holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 8.1 | $207M | -8% | 721k | 286.76 |
|
| JPMorgan Chase & Co. (JPM) | 7.7 | $196M | -3% | 665k | 294.22 |
|
| Amphenol Corp Cl A (APH) | 7.0 | $180M | -9% | 1.4M | 126.36 |
|
| Amazon (AMZN) | 6.4 | $164M | +5% | 787k | 208.28 |
|
| Microsoft Corporation (MSFT) | 6.2 | $158M | 427k | 370.14 |
|
|
| NVIDIA Corporation (NVDA) | 5.5 | $140M | +7% | 804k | 174.32 |
|
| Visa Com Cl A (V) | 5.4 | $137M | -2% | 454k | 302.19 |
|
| Ametek (AME) | 4.9 | $125M | -4% | 583k | 214.31 |
|
| Thermo Fisher Scientific (TMO) | 4.6 | $118M | 241k | 491.82 |
|
|
| McKesson Corporation (MCK) | 4.4 | $113M | +7% | 130k | 865.21 |
|
| Intercontinental Exchange (ICE) | 4.2 | $108M | -4% | 687k | 157.31 |
|
| Intuitive Surgical Com New (ISRG) | 4.2 | $108M | -2% | 233k | 461.21 |
|
| Progressive Corporation (PGR) | 3.9 | $99M | -4% | 498k | 198.24 |
|
| Coca-Cola Company (KO) | 3.9 | $99M | -6% | 1.3M | 76.06 |
|
| Texas Instruments Incorporated (TXN) | 3.8 | $96M | 495k | 194.12 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.3 | $84M | +4% | 2.1M | 40.48 |
|
| S&p Global (SPGI) | 3.0 | $77M | -11% | 180k | 425.30 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 2.9 | $73M | NEW | 1.2M | 62.76 |
|
| TJX Companies (TJX) | 2.7 | $70M | -35% | 439k | 159.74 |
|
| Emerson Electric (EMR) | 2.5 | $63M | +134% | 483k | 131.06 |
|
| Becton, Dickinson and (BDX) | 1.2 | $30M | NEW | 194k | 157.12 |
|
| MercadoLibre (MELI) | 1.1 | $29M | -62% | 17k | 1728.89 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $23M | -11% | 53k | 430.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $10M | -5% | 35k | 288.60 |
|
| International Business Machines (IBM) | 0.3 | $8.6M | -29% | 36k | 242.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $5.9M | 18k | 337.99 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $5.5M | +20% | 57k | 96.30 |
|
| Chevron Corporation (CVX) | 0.2 | $5.2M | +2% | 25k | 206.88 |
|
| Prologis (PLD) | 0.1 | $2.3M | +14% | 18k | 132.21 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.3M | +2% | 4.6k | 499.73 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.3M | +17% | 13k | 100.05 |
|
| Sei Exchange Traded Funds Dbi Multi-strgy (QALT) | 0.1 | $1.3M | 52k | 25.30 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $1.3M | +2% | 5.5k | 233.29 |
|
| Danaher Corporation (DHR) | 0.0 | $1.2M | -92% | 6.3k | 189.52 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.2M | 9.4k | 124.28 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $886k | +32% | 1.8k | 479.24 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $881k | NEW | 8.0k | 110.35 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $712k | +16% | 1.0k | 682.06 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $669k | 3.9k | 173.43 |
|
|
| Apple (AAPL) | 0.0 | $619k | +2% | 2.4k | 253.72 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $526k | 1.9k | 272.41 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $499k | 7.0k | 71.33 |
|
|
| Abbvie (ABBV) | 0.0 | $455k | +26% | 2.1k | 217.45 |
|
| Johnson & Johnson (JNJ) | 0.0 | $418k | +16% | 1.7k | 244.40 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $410k | +47% | 446.00 | 920.11 |
|
| Wells Fargo & Company (WFC) | 0.0 | $320k | 4.0k | 79.59 |
|
|
| Iron Mountain (IRM) | 0.0 | $304k | 3.0k | 102.16 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $286k | NEW | 474.00 | 604.30 |
|
| Xcel Energy (XEL) | 0.0 | $272k | -32% | 3.4k | 79.43 |
|
| Pepsi (PEP) | 0.0 | $263k | +20% | 1.7k | 155.28 |
|
| Coherent Corp (COHR) | 0.0 | $262k | NEW | 1.1k | 238.12 |
|
| Bank of America Corporation (BAC) | 0.0 | $261k | 5.4k | 48.74 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $254k | -62% | 390.00 | 650.25 |
|
| Home Depot (HD) | 0.0 | $247k | 750.00 | 328.75 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $225k | +6% | 2.2k | 102.59 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $224k | NEW | 1.3k | 169.66 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $68k | 14k | 5.01 |
|
Past Filings by James Hambro & Partners
SEC 13F filings are viewable for James Hambro & Partners going back to 2017
- James Hambro & Partners 2026 Q1 filed April 22, 2026
- 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