James Hambro & Partners

James Hambro & Partners as of Dec. 31, 2025

Portfolio Holdings for James Hambro & Partners

James Hambro & Partners holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 8.8 $247M 788k 313.81
JPMorgan Chase & Co. (JPM) 8.0 $223M 691k 322.31
Amphenol Corp Cl A (APH) 7.6 $211M 1.6M 135.16
Microsoft Corporation (MSFT) 7.2 $203M 419k 483.63
Amazon (AMZN) 6.2 $173M 749k 230.84
Visa Com Cl A (V) 5.8 $163M 464k 350.88
Thermo Fisher Scientific (TMO) 5.0 $140M 241k 579.50
NVIDIA Corporation (NVDA) 5.0 $139M 745k 186.50
Intuitive Surgical Com New (ISRG) 4.8 $135M 239k 566.51
Ametek (AME) 4.5 $125M 609k 205.30
Progressive Corporation (PGR) 4.2 $119M 522k 227.76
Intercontinental Exchange (ICE) 4.2 $117M 721k 162.00
S&p Global (SPGI) 3.8 $106M 202k 522.64
TJX Companies (TJX) 3.8 $105M 685k 153.63
McKesson Corporation (MCK) 3.5 $99M 121k 820.25
Coca-Cola Company (KO) 3.5 $97M 1.4M 69.93
MercadoLibre (MELI) 3.3 $92M 46k 2014.59
Brookfield Corp Cl A Ltd Vt Sh (BN) 3.3 $91M 2.0M 45.90
Texas Instruments Incorporated (TXN) 3.0 $85M 491k 173.50
Emerson Electric (EMR) 1.0 $27M 207k 132.74
Spdr Gold Tr Gold Shs (GLD) 0.9 $24M 60k 396.30
Danaher Corporation (DHR) 0.7 $19M 84k 229.00
International Business Machines (IBM) 0.5 $15M 51k 296.18
Alphabet Cap Stk Cl A (GOOGL) 0.4 $12M 37k 312.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $5.3M 17k 303.87
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.2 $4.4M 48k 93.09
Chevron Corporation (CVX) 0.1 $3.8M 25k 152.39
Mastercard Incorporated Cl A (MA) 0.1 $2.5M 4.5k 570.89
Prologis (PLD) 0.1 $2.0M 15k 127.67
Sei Exchange Traded Funds Dbi Multi-strgy 0.0 $1.3M 52k 24.91
Ishares Tr Global Tech Etf (IXN) 0.0 $1.2M 12k 105.06
Ferguson Enterprises Common Stock New (FERG) 0.0 $1.2M 5.4k 222.62
Walt Disney Company (DIS) 0.0 $1.1M 9.5k 113.76
Wal-Mart Stores (WMT) 0.0 $1.0M 9.4k 111.40
Oracle Corporation (ORCL) 0.0 $747k 3.8k 194.94
Marsh & McLennan Companies (MMC) 0.0 $729k 3.9k 185.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $709k 1.0k 681.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $701k 1.4k 502.76
Apple (AAPL) 0.0 $644k 2.4k 271.89
Vanguard World Health Car Etf (VHT) 0.0 $555k 1.9k 287.77
SYSCO Corporation (SYY) 0.0 $516k 7.0k 73.71
Northrop Grumman Corporation (NOC) 0.0 $512k 897.00 570.22
Abbvie (ABBV) 0.0 $378k 1.7k 228.48
Xcel Energy (XEL) 0.0 $375k 5.1k 73.86
Wells Fargo & Company (WFC) 0.0 $375k 4.0k 93.22
Eli Lilly & Co. (LLY) 0.0 $325k 302.00 1074.98
Johnson & Johnson (JNJ) 0.0 $303k 1.5k 206.95
Bank of America Corporation (BAC) 0.0 $295k 5.4k 54.99
Insulet Corporation (PODD) 0.0 $260k 915.00 284.18
Home Depot (HD) 0.0 $258k 750.00 344.15
Abbott Laboratories (ABT) 0.0 $257k 2.1k 125.27
Iron Mountain (IRM) 0.0 $246k 3.0k 82.92
Costco Wholesale Corporation (COST) 0.0 $241k 280.00 862.22
Pepsi (PEP) 0.0 $202k 1.4k 143.50
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $71k 14k 5.29