James Hambro & Partners as of June 30, 2025
Portfolio Holdings for James Hambro & Partners
James Hambro & Partners holds 50 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 8.4 | $211M | 730k | 289.76 | |
| Amphenol Corp Cl A (APH) | 7.8 | $198M | 2.0M | 98.72 | |
| Microsoft Corporation (MSFT) | 7.6 | $192M | 387k | 497.19 | |
| Visa Com Cl A (V) | 6.6 | $166M | 467k | 354.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.3 | $159M | 898k | 177.34 | |
| Amazon (AMZN) | 5.8 | $147M | 669k | 219.38 | |
| Intercontinental Exchange (ICE) | 5.7 | $145M | 793k | 183.41 | |
| Progressive Corporation (PGR) | 5.3 | $134M | 502k | 266.86 | |
| Intuitive Surgical Com New (ISRG) | 5.0 | $127M | 234k | 543.58 | |
| S&p Global (SPGI) | 4.8 | $122M | 231k | 527.16 | |
| Ametek (AME) | 4.7 | $120M | 663k | 180.93 | |
| Texas Instruments Incorporated (TXN) | 4.5 | $113M | 542k | 207.53 | |
| Synopsys (SNPS) | 4.3 | $110M | 214k | 512.93 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $104M | 257k | 405.31 | |
| Coca-Cola Company (KO) | 3.9 | $98M | 1.4M | 70.72 | |
| TJX Companies (TJX) | 3.8 | $96M | 780k | 123.47 | |
| Union Pacific Corporation (UNP) | 3.6 | $92M | 399k | 230.03 | |
| Entegris (ENTG) | 2.7 | $69M | 853k | 80.62 | |
| Danaher Corporation (DHR) | 2.3 | $58M | 293k | 197.47 | |
| International Business Machines (IBM) | 0.7 | $18M | 62k | 294.62 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $17M | 55k | 304.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $7.8M | 45k | 176.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.5M | 15k | 226.41 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $2.8M | 34k | 82.62 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | 3.6k | 561.65 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $1.5M | 19k | 79.50 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $1.3M | 6.2k | 217.81 | |
| Prologis (PLD) | 0.1 | $1.3M | 12k | 105.06 | |
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $1.2M | 13k | 92.27 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $972k | 3.9k | 248.38 | |
| Wal-Mart Stores (WMT) | 0.0 | $916k | 9.4k | 97.75 | |
| NVIDIA Corporation (NVDA) | 0.0 | $864k | 5.5k | 157.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $756k | 1.6k | 485.16 | |
| Chevron Corporation (CVX) | 0.0 | $687k | 4.8k | 143.12 | |
| Iron Mountain (IRM) | 0.0 | $667k | 6.5k | 102.53 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $559k | 1.1k | 500.20 | |
| Apple (AAPL) | 0.0 | $540k | 2.6k | 205.08 | |
| SYSCO Corporation (SYY) | 0.0 | $530k | 7.0k | 75.72 | |
| Marsh & McLennan Companies | 0.0 | $509k | 2.3k | 218.68 | |
| Intuit (INTU) | 0.0 | $480k | 610.00 | 787.49 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $456k | 738.00 | 617.90 | |
| Johnson & Johnson (JNJ) | 0.0 | $375k | 2.5k | 152.66 | |
| Xcel Energy (XEL) | 0.0 | $368k | 5.4k | 68.08 | |
| Abbvie (ABBV) | 0.0 | $325k | 1.8k | 185.57 | |
| Wells Fargo & Company (WFC) | 0.0 | $322k | 4.0k | 80.06 | |
| Insulet Corporation (PODD) | 0.0 | $287k | 915.00 | 314.14 | |
| Abbott Laboratories (ABT) | 0.0 | $279k | 2.1k | 135.95 | |
| Home Depot (HD) | 0.0 | $275k | 750.00 | 366.59 | |
| Eli Lilly & Co. (LLY) | 0.0 | $256k | 328.00 | 779.01 | |
| Bank of America Corporation (BAC) | 0.0 | $253k | 5.4k | 47.27 |
