James Hambro & Partners
Latest statistics and disclosures from James Hambro & Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APH, GOOG, JPM, AMZN, NVDA, and represent 38.29% of James Hambro & Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$96M), BDX (+$15M), NVDA (+$14M), AJG (+$6.7M), EMR (+$6.2M), V (+$5.2M), AAXJ, MCK, BN, ISRG.
- Started 15 new stock positions in BKNG, AVGO, LRCX, WM, SYK, UBER, CMI, ANET, META, FAST. AJG, VIG, SLB, PG, CBOE.
- Reduced shares in these 10 stocks: SPGI (-$59M), TJX (-$52M), PGR (-$32M), GOOG (-$18M), MELI (-$14M), IBM (-$9.0M), GLD (-$6.5M), TMO (-$5.6M), TXN (-$5.0M), JPM.
- Sold out of its positions in ABT, DHR, XOM, SPY.
- James Hambro & Partners was a net seller of stock by $-42M.
- James Hambro & Partners has $2.8B in assets under management (AUM), dropping by 8.40%.
- Central Index Key (CIK): 0001731152
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Portfolio Holdings for James Hambro & Partners
James Hambro & Partners holds 68 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 9.0 | $248M | 1.4M | 176.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 8.6 | $237M | -7% | 670k | 353.34 |
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| JPMorgan Chase & Co. (JPM) | 7.8 | $215M | 656k | 327.27 |
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| Amazon (AMZN) | 6.7 | $185M | 776k | 238.21 |
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| NVIDIA Corporation (NVDA) | 6.3 | $175M | +8% | 875k | 199.77 |
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| Visa Com Cl A (V) | 5.8 | $161M | +3% | 469k | 342.68 |
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| Microsoft Corporation (MSFT) | 5.8 | $160M | 429k | 372.83 |
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| Texas Instruments Incorporated (TXN) | 5.2 | $142M | -3% | 478k | 298.00 |
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| Ametek (AME) | 5.1 | $141M | 581k | 241.88 |
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| Thermo Fisher Scientific (TMO) | 4.2 | $115M | -4% | 230k | 500.86 |
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| Coca-Cola Company (KO) | 3.8 | $106M | 1.3M | 81.24 |
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| McKesson Corporation (MCK) | 3.7 | $102M | +3% | 135k | 755.29 |
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| Broadcom (AVGO) | 3.5 | $96M | NEW | 254k | 377.30 |
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| Intuitive Surgical Com New (ISRG) | 3.4 | $95M | +2% | 239k | 397.60 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.3 | $90M | +2% | 2.1M | 42.59 |
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| Intercontinental Exchange (ICE) | 3.1 | $86M | 699k | 123.09 |
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| Sunbelt Rentals Holdings SHS (SUNB) | 3.1 | $86M | 1.2M | 72.90 |
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| Progressive Corporation (PGR) | 2.8 | $77M | -29% | 352k | 218.25 |
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| Emerson Electric (EMR) | 2.7 | $75M | +9% | 527k | 143.10 |
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| Becton, Dickinson and (BDX) | 1.6 | $45M | +52% | 296k | 151.28 |
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| MercadoLibre (MELI) | 0.5 | $14M | -49% | 8.4k | 1697.64 |
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| S&p Global (SPGI) | 0.5 | $14M | -80% | 35k | 406.71 |
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| TJX Companies (TJX) | 0.5 | $14M | -78% | 93k | 151.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $14M | +12% | 39k | 357.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $13M | -33% | 36k | 368.44 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.4 | $11M | +55% | 89k | 119.41 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $8.8M | +5% | 18k | 477.06 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $6.7M | NEW | 29k | 229.47 |
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| Chevron Corporation (CVX) | 0.2 | $4.2M | 25k | 165.77 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $4.2M | +76% | 8.1k | 513.51 |
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| Prologis (PLD) | 0.1 | $2.6M | +7% | 19k | 135.44 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.7M | -9% | 12k | 144.28 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.6M | +196% | 1.3k | 1199.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.5M | +62% | 3.0k | 500.22 |
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| Sei Exchange Traded Funds Dbi Multi-strgy (QALT) | 0.1 | $1.4M | 52k | 26.53 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $1.3M | -2% | 5.3k | 237.28 |
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| Wal-Mart Stores (WMT) | 0.0 | $1.1M | 9.4k | 113.20 |
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| International Business Machines (IBM) | 0.0 | $1.1M | -89% | 3.8k | 281.25 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $861k | 7.9k | 109.45 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $747k | +209% | 1.5k | 508.89 |
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| Apple (AAPL) | 0.0 | $743k | +5% | 2.6k | 289.16 |
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| Cummins (CMI) | 0.0 | $669k | NEW | 938.00 | 712.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $648k | NEW | 2.7k | 236.58 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $632k | 3.8k | 166.61 |
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| SYSCO Corporation (SYY) | 0.0 | $585k | 7.0k | 83.56 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $583k | 2.0k | 299.08 |
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| Pepsi (PEP) | 0.0 | $536k | +134% | 4.0k | 135.40 |
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| Meta Platforms Cl A (META) | 0.0 | $526k | NEW | 935.00 | 562.99 |
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| Abbvie (ABBV) | 0.0 | $526k | 2.1k | 251.32 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $525k | 1.0k | 509.13 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $485k | NEW | 1.1k | 433.42 |
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| Booking Holdings (BKNG) | 0.0 | $443k | NEW | 2.5k | 178.23 |
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| Fastenal Company (FAST) | 0.0 | $436k | NEW | 9.1k | 48.02 |
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| Arista Networks Com Shs (ANET) | 0.0 | $433k | NEW | 2.5k | 169.92 |
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| Johnson & Johnson (JNJ) | 0.0 | $425k | 1.7k | 253.98 |
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| Procter & Gamble Company (PG) | 0.0 | $405k | NEW | 2.8k | 146.49 |
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| Uber Technologies (UBER) | 0.0 | $391k | NEW | 5.4k | 72.09 |
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| Iron Mountain (IRM) | 0.0 | $375k | 3.0k | 126.29 |
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| CBOE Holdings (CBOE) | 0.0 | $367k | NEW | 1.5k | 242.06 |
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| Wells Fargo & Company (WFC) | 0.0 | $332k | 4.0k | 82.65 |
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| Bank of America Corporation (BAC) | 0.0 | $288k | -5% | 5.1k | 56.95 |
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| Coherent Corp (COHR) | 0.0 | $276k | -36% | 700.00 | 394.37 |
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| Xcel Energy (XEL) | 0.0 | $275k | 3.4k | 80.25 |
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| SLB Com Stk (SLB) | 0.0 | $272k | NEW | 5.9k | 46.47 |
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| Home Depot (HD) | 0.0 | $264k | 750.00 | 352.38 |
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| Waste Management (WM) | 0.0 | $243k | NEW | 1.1k | 222.78 |
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| Stryker Corporation (SYK) | 0.0 | $240k | NEW | 762.00 | 314.88 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $79k | 14k | 5.83 |
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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 2026 Q2 filed July 23, 2026
- 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