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Rosenberg Matthew Hamilton

Latest statistics and disclosures from Rosenberg Matthew Hamilton's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPTM, VTI, VCIT, JPST, BIV, and represent 44.02% of Rosenberg Matthew Hamilton's stock portfolio.
Added to shares of these 10 stocks: SPTM, VCIT, JMUB, JPST, SUB, SCHO, TTE, BBUS, EMB, VSDM.
Started 19 new stock positions in VSDM, SOLS, GUMI, CGIE, Q, VBK, TTE, MDYG, SDVY, JGRO. SCZ, SPYV, DPZ, DFEV, VSNT, DES, DON, GMUB, MICC.
Reduced shares in these 10 stocks: VTI, AstraZeneca, SCHB, FBTC, SPDW, SCHX, BIV, VEA, PCY, JCPB.
Sold out of its positions in ACM, ABNB, AstraZeneca, Cadence Bank, CCL, CTSH, DOW, FG, FBTC, GNTX. HUBS, HUT, STIP, DIVB, MTCH, MDB, SOUN, PATH, MTN, XYL, STLA, RCL, INSW.
Rosenberg Matthew Hamilton was a net buyer of stock by $9.2M.
Rosenberg Matthew Hamilton has $488M in assets under management (AUM), dropping by 1.08%.
Central Index Key (CIK): 0001812103

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Portfolio Holdings for Rosenberg Matthew Hamilton

Rosenberg Matthew Hamilton holds 799 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Rosenberg Matthew Hamilton has 799 total positions. Only the first 250 positions are shown.

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Download the Rosenberg Matthew Hamilton March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	13.4	$65M	+3%	826k	79.06	View chart
Vanguard Total Stk Mkt Etf (VTI)	9.3	$45M		142k	320.81	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	8.0	$39M	+6%	475k	82.75	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	7.4	$36M	+3%	718k	50.61	View chart
Vanguard Intermediate-term Bond Etf (BIV)	5.9	$29M		371k	77.18	View chart
Schwab International Equity Etf Etf (SCHF)	4.7	$23M		923k	24.75	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	2.8	$14M		270k	50.98	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	2.2	$11M		237k	45.65	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.0	$9.9M		155k	64.08	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	1.9	$9.4M	+6%	386k	24.27	View chart
Jpmorgan Municipal Etf Etf (JMUB)	1.9	$9.3M	+14%	186k	49.99	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	1.6	$7.7M	+4%	66k	117.18	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.4	$7.0M		273k	25.64	View chart
Vanguard High Dividend Yield Etf (VYM)	1.2	$5.9M		40k	148.10	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$5.3M		77k	69.75	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.9	$4.5M		89k	50.49	View chart
Nvidia Corporation Stock (NVDA)	0.8	$4.0M		23k	174.40	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.7	$3.7M	-6%	146k	25.10	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.7	$3.5M		38k	91.64	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$3.4M	+2%	12k	286.86	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.7	$3.4M		112k	30.07	View chart
State Street Spdr Ice Preferred Securities Etf Etf (PSK)	0.6	$3.2M	+7%	102k	30.84	View chart
Apple Stock (AAPL)	0.6	$3.1M	+3%	12k	253.80	View chart
Microsoft Stock (MSFT)	0.6	$2.8M	+3%	7.4k	370.16	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.5	$2.6M	-2%	25k	106.15	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.5	$2.4M	+56%	22k	106.50	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$2.2M		13k	169.66	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.4	$2.2M	+8%	52k	42.31	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.4	$2.1M	+16%	22k	93.93	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.4	$2.1M		22k	94.24	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.4	$2.0M		79k	24.73	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.4	$1.9M		23k	79.27	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$1.8M	+7%	6.2k	294.16	View chart
Broadcom Stock (AVGO)	0.4	$1.8M		5.7k	309.51	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.4	$1.7M	-5%	37k	47.08	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.4	$1.7M		5.1k	337.95	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.3	$1.7M		68k	24.98	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$1.6M	-3%	21k	78.41	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.3	$1.6M		12k	142.43	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$1.6M		30k	54.05	View chart
Ishares Silver Trust Etf (SLV)	0.3	$1.4M		21k	68.14	View chart
Ishares Mbs Etf Etf (MBB)	0.3	$1.4M	+12%	15k	94.95	View chart
Chevron Corporation Stock (CVX)	0.3	$1.4M		6.7k	206.89	View chart
Walmart Stock (WMT)	0.3	$1.4M		11k	124.28	View chart
Conocophillips Stock (COP)	0.3	$1.3M		10k	132.00	View chart
Ishares Cmbs Etf Etf (CMBS)	0.3	$1.3M	+12%	27k	48.73	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.3	$1.3M		28k	46.91	View chart
Spdr Gold Shares Etf (GLD)	0.3	$1.2M		2.9k	430.29	View chart
Valero Energy Corp Stock (VLO)	0.2	$1.2M	+4%	4.9k	247.08	View chart
Caterpillar Stock (CAT)	0.2	$1.1M		1.6k	708.46	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.2	$1.0M	+10%	31k	33.54	View chart
Amazon Stock (AMZN)	0.2	$1.0M	-2%	4.9k	208.27	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.2	$1.0M		9.1k	110.39	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.2	$993k		33k	30.32	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$987k		2.1k	479.20	View chart
Marathon Pete Corp Stock (MPC)	0.2	$986k	+4%	4.0k	244.18	View chart
Johnson & Johnson Stock (JNJ)	0.2	$932k	+5%	3.8k	244.44	View chart
Phillips 66 Stock (PSX)	0.2	$930k		5.1k	182.18	View chart
Goldman Sachs Group Stock (GS)	0.2	$870k		1.0k	845.99	View chart
Abbvie Stock (ABBV)	0.2	$869k	+2%	4.0k	217.50	View chart
Shell Plc Spon Ads Adr (SHEL)	0.2	$838k		9.0k	93.00	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.2	$800k		35k	22.68	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$772k		1.3k	572.13	View chart
Vanguard Long Term Corp Bond Fd Etf Etf (VCLT)	0.2	$749k	-3%	10k	74.72	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$719k		23k	30.68	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$712k	+2%	715.00	996.43	View chart
Mcdonalds Corp Stock (MCD)	0.1	$698k	+6%	2.2k	310.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$693k		2.4k	287.56	View chart
Morgan Stanley Stock (MS)	0.1	$645k	+5%	3.9k	164.57	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$634k		19k	32.95	View chart
Ge Aerospace Stock (GE)	0.1	$633k		2.2k	283.71	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$619k	-4%	4.4k	141.40	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$618k	-3%	12k	50.84	View chart
Merck & Co Stock (MRK)	0.1	$617k	+5%	5.1k	120.29	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.1	$600k		3.1k	191.91	View chart
Eli Lilly & Co Stock (LLY)	0.1	$598k		650.00	919.77	View chart
Coca Cola Stock (KO)	0.1	$581k		7.6k	76.05	View chart
Oracle Corp Stock (ORCL)	0.1	$580k	+5%	3.9k	147.11	View chart
Citigroup Stock (C)	0.1	$577k		5.1k	113.41	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$571k	+7%	1.2k	491.53	View chart
Southern Copper Corp Stock (SCCO)	0.1	$558k		3.2k	172.06	View chart
Eaton Corp Stock (ETN)	0.1	$549k	+5%	1.5k	357.67	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$547k		948.00	577.18	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$531k		5.7k	93.98	View chart
Home Depot Stock (HD)	0.1	$528k		1.6k	328.89	View chart
Rtx Corporation Stock (RTX)	0.1	$524k	-3%	2.7k	192.90	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$513k		1.6k	327.07	View chart
Procter & Gamble Stock (PG)	0.1	$502k	+25%	3.5k	144.43	View chart
Sempra Stock (SRE)	0.1	$501k		5.2k	97.17	View chart
Visa Inc Com Cl A Stock (V)	0.1	$498k	-3%	1.6k	302.24	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.1	$494k		7.0k	70.27	View chart
Cisco Sys Stock (CSCO)	0.1	$492k	+2%	6.3k	77.59	View chart
Linde Stock (LIN)	0.1	$492k		992.00	495.76	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$490k		810.00	604.39	View chart
Eog Res Stock (EOG)	0.1	$473k	+10%	3.3k	144.57	View chart
Verizon Communications Stock (VZ)	0.1	$472k	+7%	9.4k	50.20	View chart
Bank America Corp Stock (BAC)	0.1	$471k	+7%	9.7k	48.75	View chart
Amgen Stock (AMGN)	0.1	$463k		1.3k	351.85	View chart
Ishares Gold Trust Etf (IAU)	0.1	$463k		5.3k	88.16	View chart
International Business Machs Stock (IBM)	0.1	$455k	+2%	1.9k	242.45	View chart
Southern Stock (SO)	0.1	$454k	+2%	4.7k	96.52	View chart
Tesla Stock (TSLA)	0.1	$443k	-12%	1.2k	371.75	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$436k		330.00	1320.83	View chart
BP Adr (BP)	0.1	$436k		9.3k	47.00	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.1	$431k	+5%	9.0k	47.98	View chart
Netflix Stock (NFLX)	0.1	$423k	-2%	4.4k	96.15	View chart
Lowes Cos Stock (LOW)	0.1	$418k		1.8k	236.28	View chart
Baker Hughes Company Cl A Stock (BKR)	0.1	$415k		6.8k	61.05	View chart
Hca Healthcare Stock (HCA)	0.1	$410k		866.00	473.24	View chart
Toyota Motor Corp Ads Adr (TM)	0.1	$409k	+2%	2.0k	206.09	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.1	$407k		4.0k	100.57	View chart
Micron Technology Stock (MU)	0.1	$407k		1.2k	337.84	View chart
Nasdaq Stock (NDAQ)	0.1	$406k		4.8k	84.89	View chart
Advanced Micro Devices Stock (AMD)	0.1	$402k		2.0k	203.43	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$401k	-7%	4.4k	90.53	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$401k		12k	33.53	View chart
Union Pac Corp Stock (UNP)	0.1	$399k	+6%	1.6k	242.62	View chart
Tjx Cos Stock (TJX)	0.1	$392k		2.5k	159.70	View chart
American Express Stock (AXP)	0.1	$392k		1.3k	302.48	View chart
Philip Morris Intl Stock (PM)	0.1	$389k	-5%	2.4k	165.34	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$388k		11k	34.02	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$387k		1.9k	208.05	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$382k		1.2k	328.66	View chart
Cardinal Health Stock (CAH)	0.1	$381k		1.8k	211.31	View chart
Tenet Healthcare Corp Stock (THC)	0.1	$377k		2.0k	188.71	View chart
Oneok Stock (OKE)	0.1	$375k		4.1k	90.39	View chart
Unitedhealth Group Stock (UNH)	0.1	$371k		1.4k	270.59	View chart
T-mobile Us Stock (TMUS)	0.1	$368k	+22%	1.8k	210.03	View chart
Nextera Energy Stock (NEE)	0.1	$366k		3.9k	92.88	View chart
Boeing Stock (BA)	0.1	$365k	+5%	1.8k	199.03	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$364k		9.2k	39.68	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$363k		607.00	597.55	View chart
Nucor Corp Stock (NUE)	0.1	$354k	+3%	2.1k	169.10	View chart
Duke Energy Corp Stock (DUK)	0.1	$352k	-2%	2.7k	130.94	View chart
Wells Fargo & Co Stock (WFC)	0.1	$351k	+3%	4.4k	79.61	View chart
Honeywell Intl Stock (HON)	0.1	$349k	+20%	1.5k	226.03	View chart
Gilead Sciences Stock (GILD)	0.1	$349k		2.5k	139.40	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$349k		500.00	697.72	View chart
Totalenergies Se Act Stock (TTE)	0.1	$343k	NEW	3.8k	90.98	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$323k		3.2k	99.98	View chart
Prologis Reit (PLD)	0.1	$322k		2.4k	132.18	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.1	$313k		6.6k	47.83	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$310k		2.3k	132.90	View chart
Blackrock Stock (BLK)	0.1	$309k		321.00	961.71	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$308k		452.00	682.24	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$307k	-14%	6.8k	44.85	View chart
Abbott Laboratories Stock (ABT)	0.1	$302k	+23%	2.9k	102.67	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$301k	+32%	5.2k	57.64	View chart
Starbucks Corp Stock (SBUX)	0.1	$301k	-2%	3.4k	89.60	View chart
Tractor Supply Stock (TSCO)	0.1	$298k	-2%	6.6k	45.30	View chart
Fedex Corp Stock (FDX)	0.1	$296k		831.00	356.18	View chart
Public Svc Enterprise Group Stock (PEG)	0.1	$293k	+6%	3.6k	80.96	View chart
Ishares S&p 500 Index Etf (IVV)	0.1	$289k		442.00	653.21	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.1	$289k	-3%	2.3k	126.66	View chart
Capital One Finl Corp Stock (COF)	0.1	$283k		1.6k	182.43	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Etf (LEMB)	0.1	$283k		6.9k	40.80	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$279k		3.0k	92.74	View chart
Xcel Energy Stock (XEL)	0.1	$278k		3.5k	79.44	View chart
Parker-hannifin Corp Stock (PH)	0.1	$278k		310.00	895.24	View chart
Electronic Arts Stock (EA)	0.1	$276k		1.4k	203.87	View chart
Emerson Elec Stock (EMR)	0.1	$275k		2.1k	131.02	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.1	$275k	-3%	4.2k	64.77	View chart
Kroger Stock (KR)	0.1	$272k		3.8k	72.36	View chart
Pepsico Stock (PEP)	0.1	$271k		1.7k	155.29	View chart
Apa Corporation Stock (APA)	0.1	$271k		6.4k	42.44	View chart
General Mtrs Stock (GM)	0.1	$258k		3.5k	74.50	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$256k		2.2k	118.63	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$252k		2.0k	124.31	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$250k		2.9k	86.52	View chart
Arcelormittal Sa Luxembourg Ny Registry Sh Adr (MT)	0.1	$250k		4.8k	51.98	View chart
Icici Bank Adr (IBN)	0.1	$250k		9.6k	25.90	View chart
Texas Instrs Stock (TXN)	0.1	$250k		1.3k	194.14	View chart
Corteva Stock (CTVA)	0.1	$249k		3.0k	83.71	View chart
Ge Vernova Stock (GEV)	0.1	$247k	-5%	283.00	872.90	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$247k	-8%	2.2k	111.36	View chart
Csx Corp Stock (CSX)	0.1	$245k	+12%	6.0k	41.05	View chart
Vanguard Short Duration Tax-exempt Bond Etf Etf (VSDM)	0.1	$244k	NEW	3.2k	76.29	View chart
Aflac Stock (AFL)	0.0	$244k		2.2k	109.71	View chart
Cummins Stock (CMI)	0.0	$243k	-7%	451.00	538.02	View chart
Applied Matls Stock (AMAT)	0.0	$242k	+6%	709.00	341.79	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.0	$240k	-21%	2.4k	99.27	View chart
Deere & Co Stock (DE)	0.0	$239k	+15%	425.00	563.30	View chart
At&t Stock (T)	0.0	$238k	+13%	8.2k	28.99	View chart
Unilever Adr (UL)	0.0	$236k	-4%	4.1k	56.97	View chart
Williams Cos Stock (WMB)	0.0	$235k	+41%	3.2k	72.78	View chart
Stryker Corporation Stock (SYK)	0.0	$233k	+4%	709.00	328.59	View chart
Qualcomm Stock (QCOM)	0.0	$231k	-8%	1.8k	128.80	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$231k		1.4k	164.13	View chart
Oreilly Automotive Stock (ORLY)	0.0	$229k	-2%	2.5k	92.31	View chart
General Dynamics Corp Stock (GD)	0.0	$229k		667.00	343.22	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.0	$229k		3.4k	67.53	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$228k		1.2k	191.81	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.0	$227k		2.4k	93.26	View chart
Occidental Pete Corp Stock (OXY)	0.0	$227k	+51%	3.5k	65.00	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$224k		738.00	304.08	View chart
Alcoa Corp Stock (AA)	0.0	$220k		3.3k	66.33	View chart
Mckesson Corp Stock (MCK)	0.0	$215k		248.00	865.36	View chart
Diamondback Energy Stock (FANG)	0.0	$214k	+6%	1.1k	197.79	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$214k		1.9k	110.86	View chart
HSBC HLDGS Adr (HSBC)	0.0	$213k		2.6k	82.49	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.0	$212k		3.1k	68.12	View chart
Cme Group Stock (CME)	0.0	$212k		716.00	295.35	View chart
Jpmorgan High Yield Municipal Etf Etf (JMHI)	0.0	$211k		4.2k	49.83	View chart
Air Products And Chemicals Stock (APD)	0.0	$210k	+18%	724.00	290.49	View chart
Logitech Intl S A Stock (LOGI)	0.0	$207k	-2%	2.3k	91.12	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.0	$206k		3.6k	57.64	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.0	$206k		2.9k	70.20	View chart
Novartis Adr (NVS)	0.0	$205k		1.3k	152.75	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$204k		1.7k	118.51	View chart
Sony Group Corp Adr (SONY)	0.0	$204k		9.8k	20.70	View chart
Intuit Stock (INTU)	0.0	$204k	-3%	471.00	432.38	View chart
Albemarle Corp Stock (ALB)	0.0	$202k	+15%	1.1k	179.53	View chart
Lam Research Corp Stock (LRCX)	0.0	$201k		939.00	213.66	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$200k		2.2k	92.69	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$199k		525.00	379.90	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$199k	-6%	864.00	229.79	View chart
Dominion Energy Stock (D)	0.0	$198k		3.2k	61.82	View chart
Wabtec Stock (WAB)	0.0	$195k		780.00	249.91	View chart
American Elec Pwr Stock (AEP)	0.0	$193k		1.5k	131.08	View chart
Ishares Msci Eafe Value Index Etf Etf (EFV)	0.0	$192k		2.6k	74.35	View chart
Atmos Energy Corp Stock (ATO)	0.0	$192k		1.0k	184.72	View chart
Constellation Energy Corp Stock (CEG)	0.0	$190k	+6%	681.00	279.25	View chart
Danaher Corp Del Stock (DHR)	0.0	$189k	+32%	998.00	189.60	View chart
Sap Se Adr (SAP)	0.0	$189k		1.1k	171.21	View chart
Disney Walt Stock (DIS)	0.0	$186k	-31%	1.9k	96.36	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$186k		749.00	248.00	View chart
Exelon Corp Stock (EXC)	0.0	$185k	-4%	3.8k	49.02	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$184k		6.1k	30.12	View chart
Vulcan Matls Stock (VMC)	0.0	$182k	-2%	668.00	272.30	View chart
Ford Mtr Stock (F)	0.0	$180k	+11%	16k	11.54	View chart
Consolidated Edison Stock (ED)	0.0	$180k	-5%	1.6k	113.18	View chart
Aramark Stock (ARMK)	0.0	$179k		4.4k	40.54	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$177k	-5%	5.5k	32.01	View chart
Netease Adr (NTES)	0.0	$176k		1.6k	111.94	View chart
Sherwin Williams Stock (SHW)	0.0	$175k	+2%	546.00	320.55	View chart
Bhp Billiton Adr (BHP)	0.0	$175k		2.4k	72.74	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$173k	+11%	602.00	287.00	View chart
Packaging Corp Amer Stock (PKG)	0.0	$172k	+6%	811.00	212.22	View chart
Sofi Technologies Stock (SOFI)	0.0	$172k	-10%	11k	15.88	View chart
Altria Group Stock (MO)	0.0	$171k		2.6k	65.99	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$169k	-2%	338.00	499.66	View chart
Welltower Reit (WELL)	0.0	$168k	+72%	848.00	197.71	View chart
Eqt Corp Stock (EQT)	0.0	$167k		2.6k	63.64	View chart
Wisdomtree Tr India Earnings Etf (EPI)	0.0	$167k		4.1k	40.80	View chart
Paccar Stock (PCAR)	0.0	$166k		1.4k	115.50	View chart
Murphy Oil Corp Stock (MUR)	0.0	$165k		4.0k	41.25	View chart
Kkr & Co Stock (KKR)	0.0	$165k	-17%	1.8k	92.50	View chart
The Cigna Group Stock (CI)	0.0	$161k		604.00	266.75	View chart
Analog Devices Stock (ADI)	0.0	$157k		494.00	318.14	View chart
Jpmorgan Betabuilders Usd High Yield Corporate Bond Etf Etf (BBHY)	0.0	$157k		3.4k	45.83	View chart

Past Filings by Rosenberg Matthew Hamilton

SEC 13F filings are viewable for Rosenberg Matthew Hamilton going back to 2020

Rosenberg Matthew Hamilton 2026 Q1 filed April 7, 2026
Rosenberg Matthew Hamilton 2025 Q4 filed Jan. 5, 2026
Rosenberg Matthew Hamilton 2025 Q3 filed Nov. 10, 2025
Rosenberg Matthew Hamilton 2025 Q2 filed July 28, 2025
Rosenberg Matthew Hamilton 2025 Q1 filed April 28, 2025
Rosenberg Matthew Hamilton 2024 Q4 filed Jan. 14, 2025
Rosenberg Matthew Hamilton 2024 Q3 filed Oct. 28, 2024
Rosenberg Matthew Hamilton 2024 Q2 filed July 26, 2024
Rosenberg Matthew Hamilton 2024 Q1 filed April 22, 2024
Rosenberg Matthew Hamilton 2023 Q4 filed Jan. 16, 2024
Rosenberg Matthew Hamilton 2023 Q3 filed Oct. 11, 2023
Rosenberg Matthew Hamilton 2023 Q2 filed July 26, 2023
Rosenberg Matthew Hamilton 2023 Q1 filed April 17, 2023
Rosenberg Matthew Hamilton 2022 Q4 filed Jan. 19, 2023
Rosenberg Matthew Hamilton 2022 Q3 filed Oct. 21, 2022
Rosenberg Matthew Hamilton 2022 Q2 filed July 15, 2022

View all past filings

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