James Hambro & Partners Top Holdings and 13F Report (2025) About James Hambro & PartnersInvestment ActivityJames Hambro & Partners has $2.53 billion in total holdings as of December 31, 2024.James Hambro & Partners owns shares of 57 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 7.50% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, James Hambro & Partners has purchased 56 new stocks and bought additional shares in 17 stocks.James Hambro & Partners sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $175,870,238Alphabet $167,265,792Microsoft $154,049,112Visa $148,224,262Amazon.com $138,113,740 Largest New Holdings this Quarter Entegris $72,844,794 HoldingSPDR S&P 500 ETF Trust $930,584 HoldingCRH PLC $925,600 HoldingPrologis $819,573 HoldingSPROTT PHYSICAL SILVER TR $105,709 Holding Largest Purchases this Quarter Entegris 735,249 shares (about $72.84M)AMETEK 270,764 shares (about $48.82M)Synopsys 47,527 shares (about $23.05M)Thermo Fisher Scientific 12,751 shares (about $6.63M)Danaher 27,697 shares (about $6.36M) Largest Sales this Quarter Iron Mountain 72,123 shares (about $7.58M)SPDR Gold Shares 22,355 shares (about $5.41M)Progressive 18,038 shares (about $4.33M)Visa 11,856 shares (about $3.75M)JPMorgan Chase & Co. 12,767 shares (about $3.06M) 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.$175,870,238$3,063,761 ▼-1.7%732,8696.9%FinanceGOOGAlphabet$167,265,792$2,528,232 ▲1.5%878,1976.6%Computer and TechnologyMSFTMicrosoft$154,049,112$1,955,223 ▲1.3%365,5006.1%Computer and TechnologyVVisa$148,224,262$3,750,231 ▼-2.5%468,5975.8%Business ServicesAMZNAmazon.com$138,113,740$3,186,935 ▲2.4%629,6075.5%Retail/WholesaleAPHAmphenol$135,507,675$2,203,895 ▼-1.6%1,949,8915.3%Computer and TechnologyISRGIntuitive Surgical$126,664,454$1,141,756 ▼-0.9%242,6225.0%MedicalLINDE PLC$123,080,988$3,124,236 ▲2.6%294,0094.9%SHSPGRProgressive$122,652,584$4,325,603 ▼-3.4%511,4684.8%FinanceUNHUnitedHealth Group$116,916,878$1,739,132 ▲1.5%230,8584.6%MedicalTMOThermo Fisher Scientific$115,606,077$6,633,963 ▲6.1%222,2044.6%MedicalICEIntercontinental Exchange$112,962,674$4,911,997 ▲4.5%758,0374.5%FinanceAMEAMETEK$112,033,413$48,820,103 ▲77.2%621,3554.4%Computer and TechnologySPGIS&P Global$108,172,679$946,509 ▲0.9%217,0294.3%Business ServicesTXNTexas Instruments$104,125,808$2,843,968 ▲2.8%555,2344.1%Computer and TechnologySNPSSynopsys$97,725,225$23,054,635 ▲30.9%201,4603.9%Computer and TechnologyTJXTJX Companies$94,052,008$1,942,182 ▲2.1%778,5443.7%Retail/WholesaleUNPUnion Pacific$85,776,460$4,106,237 ▲5.0%375,9243.4%TransportationKOCoca-Cola$81,666,224$2,174,805 ▲2.7%1,311,1703.2%Consumer StaplesENTGEntegris$72,844,794$72,844,794 ▲New Holding735,2492.9%Computer and TechnologyDHRDanaher$71,087,426$6,359,647 ▲9.8%309,5942.8%MedicalIBMInternational Business Machines$15,055,774$780,507 ▼-4.9%68,4400.6%Computer and TechnologyGLDSPDR Gold Shares$14,045,818$5,412,481 ▼-27.8%58,0130.6%FinanceGOOGLAlphabet$8,114,709$308,048 ▼-3.7%42,8590.3%Computer and TechnologyIRMIron Mountain$3,415,635$7,583,372 ▼-68.9%32,4850.1%Business ServicesTSMTaiwan Semiconductor Manufacturing$3,102,718$1,008,225 ▼-24.5%15,7040.1%Computer and TechnologyBRK.BBerkshire Hathaway$3,092,406$151,491 ▲5.2%6,8180.1%FinanceAAXJiShares MSCI All Country Asia ex Japan ETF$2,695,1760.0%37,3500.1%ETFMAMastercard$2,110,282$548,262 ▼-20.6%4,0030.1%Business ServicesNVONovo Nordisk A/S$1,383,9810.0%16,0900.1%MedicalCPCanadian Pacific Kansas City$1,364,5420.0%19,0000.1%TransportationAAPLApple$1,147,879$108,427 ▼-8.6%4,5840.0%Computer and TechnologyINTUIntuit$1,134,121$122,591 ▼-9.8%1,8040.0%Computer and TechnologyIXNiShares Global Tech ETF$1,106,7710.0%13,0500.0%ETFFERGUSON ENTERPRISES INC$1,083,2500.0%6,2410.0%COMMON STOCK NEWSPYSPDR S&P 500 ETF Trust$930,584$930,584 ▲New Holding1,5880.0%FinanceCRH PLC$925,600$925,600 ▲New Holding10,0000.0%ORDWMTWalmart$847,1820.0%9,3720.0%Retail/WholesalePLDPrologis$819,573$819,573 ▲New Holding7,5280.0%FinanceCVXChevron$695,5920.0%4,8000.0%Oils/EnergyNVDANVIDIA$668,665$201,405 ▼-23.1%4,9800.0%Computer and TechnologyMMCMarsh & McLennan Companies$597,155$47,798 ▲8.7%2,8110.0%FinanceVHTVanguard Health Care ETF$574,7210.0%2,2650.0%ETFSYYSysco$535,2550.0%7,0000.0%Consumer StaplesWTWWillis Towers Watson Public$525,5330.0%1,6780.0%FinanceNOCNorthrop Grumman$476,887$89,094 ▼-15.7%1,0170.0%AerospaceJNJJohnson & Johnson$410,474$115,708 ▼-22.0%2,8380.0%MedicalXELXcel Energy$364,7700.0%5,4000.0%UtilitiesHDHome Depot$350,2940.0%9000.0%Retail/WholesaleACNAccenture$315,396$186,562 ▼-37.2%8960.0%Computer and TechnologyABBVAbbVie$311,141$41,782 ▼-11.8%1,7500.0%MedicalWFCWells Fargo & Company$282,475$12,300 ▼-4.2%4,0190.0%FinanceLLYEli Lilly and Company$262,6790.0%3400.0%MedicalPODDInsulet$238,8790.0%9150.0%MedicalBACBank of America$235,5740.0%5,3570.0%FinanceABTAbbott Laboratories$231,9470.0%2,0500.0%MedicalSPROTT PHYSICAL SILVER TR$105,709$105,709 ▲New Holding10,9600.0%TR UNITPOOLPool$0$791,069 ▼-100.0%00.0%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$0$616,179 ▼-100.0%00.0%ETFPEPPepsiCo$0$288,540 ▼-100.0%00.0%Consumer StaplesLMTLockheed Martin$0$204,510 ▼-100.0%00.0%AerospaceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
