James Hambro & Partners Top Holdings and 13F Report (2025) About James Hambro & PartnersInvestment ActivityJames Hambro & Partners has $2.40 billion in total holdings as of March 31, 2025.James Hambro & Partners owns shares of 54 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.08% of the portfolio was purchased this quarter.About 6.22% of the portfolio was sold this quarter.This quarter, James Hambro & Partners has purchased 57 new stocks and bought additional shares in 23 stocks.James Hambro & Partners sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $179,890,104Visa $164,923,066Progressive $145,086,245Microsoft $141,379,573Alphabet $138,531,458 Largest Purchases this Quarter UnitedHealth Group 14,784 shares (about $7.74M)Amphenol 102,875 shares (about $6.75M)Thermo Fisher Scientific 12,219 shares (about $6.08M)Entegris 51,242 shares (about $4.49M)Microsoft 11,653 shares (about $4.37M) Largest Sales this Quarter Intuitive Surgical 18,556 shares (about $9.19M)Texas Instruments 41,987 shares (about $7.55M)Danaher 13,882 shares (about $2.84M)Berkshire Hathaway 5,179 shares (about $2.76M)International Business Machines 5,137 shares (about $1.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJames Hambro & Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$179,890,104$142,989 ▲0.1%733,4527.5%FinanceVVisa$164,923,066$733,706 ▲0.4%470,6916.9%Business ServicesPGRProgressive$145,086,245$281,983 ▲0.2%512,4646.1%FinanceMSFTMicrosoft$141,379,573$4,368,244 ▲3.2%377,1535.9%Computer and TechnologyGOOGAlphabet$138,531,458$1,431,731 ▲1.0%887,3685.8%Computer and TechnologyAPHAmphenol$134,651,186$6,748,086 ▲5.3%2,052,7665.6%Computer and TechnologyICEIntercontinental Exchange$132,934,128$2,131,054 ▲1.6%770,3875.5%FinanceUNHUnitedHealth Group$128,646,399$7,742,602 ▲6.4%245,6425.4%MedicalAMZNAmazon.com$120,965,999$1,167,527 ▲1.0%635,7435.0%Retail/WholesaleTMOThermo Fisher Scientific$116,668,809$6,081,213 ▲5.5%234,4234.9%MedicalSPGIS&P Global$113,443,731$3,135,487 ▲2.8%223,1984.7%Business ServicesAMEAMETEK$111,067,785$4,154,337 ▲3.9%645,4994.6%Computer and TechnologyISRGIntuitive Surgical$110,957,483$9,188,931 ▼-7.6%224,0664.6%MedicalKOCoca-Cola$96,823,104$2,910,553 ▲3.1%1,351,8064.0%Consumer StaplesTJXTJX Companies$95,100,038$304,522 ▲0.3%781,0454.0%Retail/WholesaleTXNTexas Instruments$92,279,244$7,549,053 ▼-7.6%513,2473.8%Computer and TechnologyUNPUnion Pacific$90,474,199$1,669,674 ▲1.9%382,9923.8%TransportationSNPSSynopsys$87,692,197$1,337,372 ▲1.5%204,5803.7%Computer and TechnologyENTGEntegris$68,884,814$4,488,031 ▲7.0%786,4912.9%Computer and TechnologyDHRDanaher$60,600,260$2,844,838 ▼-4.5%295,7122.5%MedicalGLDSPDR Gold Shares$16,692,532$24,494 ▼-0.1%57,9280.7%FinanceIBMInternational Business Machines$15,746,937$1,277,854 ▼-7.5%63,3030.7%Computer and TechnologyGOOGLAlphabet$6,618,449$5,409 ▼-0.1%42,8240.3%Computer and TechnologyAAXJiShares MSCI All Country Asia ex Japan ETF$2,763,3390.0%37,3500.1%ETFIRMIron Mountain$2,634,927$161,218 ▼-5.8%30,6120.1%Business ServicesTSMTaiwan Semiconductor Manufacturing$2,599,850$6,306 ▼-0.2%15,6660.1%Computer and TechnologyMAMastercard$1,924,273$269,650 ▼-12.3%3,5110.1%Business ServicesCPCanadian Pacific Kansas City$1,356,698$22,126 ▲1.7%19,3150.1%TransportationVHTVanguard Health Care ETF$1,182,465$582,626 ▲97.1%4,4650.0%ETFNVONovo Nordisk A/S$1,117,6910.0%16,0900.0%MedicalPLDPrologis$1,106,211$264,619 ▲31.4%9,8950.0%FinanceAAPLApple$1,044,687$26,650 ▲2.6%4,7040.0%Computer and TechnologyFERGUSON ENTERPRISES INC$1,010,990$11,214 ▲1.1%6,3110.0%COMMON STOCK NEWIXNiShares Global Tech ETF$987,8190.0%13,0500.0%ETFBRK.BBerkshire Hathaway$874,037$2,761,829 ▼-76.0%1,6390.0%FinanceWMTWalmart$823,1890.0%9,3720.0%Retail/WholesaleCVXChevron$803,5190.0%4,8000.0%EnergyINTUIntuit$779,633$327,814 ▼-29.6%1,2700.0%Computer and TechnologyMMCMarsh & McLennan Companies$685,9540.0%2,8110.0%FinanceNVDANVIDIA$613,434$71,785 ▲13.3%5,6400.0%Computer and TechnologyWTWWillis Towers Watson Public$566,9960.0%1,6780.0%FinanceSYYSysco$525,4540.0%7,0000.0%Consumer StaplesNOCNorthrop Grumman$520,5260.0%1,0170.0%AerospaceJNJJohnson & Johnson$470,7810.0%2,8380.0%MedicalSPYSPDR S&P 500 ETF Trust$412,649$475,273 ▼-53.5%7380.0%FinanceXELXcel Energy$382,2380.0%5,4000.0%UtilitiesABBVAbbVie$366,7380.0%1,7500.0%MedicalHDHome Depot$329,8180.0%9000.0%Retail/WholesaleWFCWells Fargo & Company$288,5440.0%4,0190.0%FinanceLLYEli Lilly and Company$280,7030.0%3400.0%MedicalABTAbbott Laboratories$271,9420.0%2,0500.0%MedicalPODDInsulet$240,1780.0%9150.0%MedicalBACBank of America$223,6810.0%5,3570.0%FinanceACNAccenture$217,613$62,131 ▼-22.2%6970.0%Computer and TechnologyLINDE PLC$0$123,080,988 ▼-100.0%00.0%SHSCRH PLC$0$925,600 ▼-100.0%00.0%ORDSPROTT PHYSICAL SILVER TR$0$105,709 ▼-100.0%00.0%TR UNITShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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