James Hambro & Partners
- SEC CIK
- 0001731152
- Latest filing
- Jul 23, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 22, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 57
- +1 vs. Q3 2024
- Portfolio value
- $2.53B
- +$136.4M (+5.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 732,869 | $175.9M | 6.9% | −12,767−1.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 878,197 | $167.3M | 6.6% | +13,274+1.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 365,500 | $154.0M | 6.1% | +4,639+1.3% | Added | History |
| VVisa Inc. | Stock | 468,597 | $148.2M | 5.8% | −11,856−2.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 629,607 | $138.1M | 5.5% | +14,528+2.4% | Added | History |
| APHAmphenol Corp | CL A | 1,949,891 | $135.5M | 5.3% | −31,713−1.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 242,622 | $126.7M | 5.0% | −2,187−0.9% | Reduced | History |
| LINLinde PLC | Stock | 294,009 | $123.1M | 4.9% | +7,463+2.6% | Added | History |
| PGRProgressive Corp | Stock | 511,468 | $122.7M | 4.8% | −18,038−3.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 230,858 | $116.9M | 4.6% | +3,434+1.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 222,204 | $115.6M | 4.6% | +12,751+6.1% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 758,037 | $113.0M | 4.5% | +32,962+4.5% | Added | History |
| AMEAmetek Inc | COM | 621,355 | $112.0M | 4.4% | +270,764+77.2% | Added | History |
| SPGIS&P Global Inc. | Stock | 217,029 | $108.2M | 4.3% | +1,899+0.9% | Added | History |
| TXNTexas Instruments Inc | Stock | 555,234 | $104.1M | 4.1% | +15,165+2.8% | Added | History |
| SNPSSynopsys Inc | COM | 201,460 | $97.7M | 3.9% | +47,527+30.9% | Added | History |
| TJXTJX Companies Inc | Stock | 778,544 | $94.1M | 3.7% | +16,077+2.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 375,924 | $85.8M | 3.4% | +17,996+5.0% | Added | History |
| KOCoca Cola Co | Stock | 1,311,170 | $81.7M | 3.2% | +34,917+2.7% | Added | History |
| ENTGEntegris Inc | COM | 735,249 | $72.8M | 2.9% | +735,249 | New | History |
| DHRDanaher Corp | Stock | 309,594 | $71.1M | 2.8% | +27,697+9.8% | Added | History |
| IBMInternational Business Machines Corp | Stock | 68,440 | $15.1M | 0.6% | −3,548−4.9% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 58,013 | $14.0M | 0.6% | −22,355−27.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 42,859 | $8.11M | 0.3% | −1,627−3.7% | Reduced | History |
| IRMIron Mountain Inc | COM | 32,485 | $3.42M | 0.1% | −72,123−68.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,704 | $3.10M | 0.1% | −5,103−24.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,818 | $3.09M | 0.1% | +334+5.2% | Added | History |
| iShares Tr464288182 | MSCI AC ASIA ETF | 37,350 | $2.70M | 0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 4,003 | $2.11M | 0.1% | −1,040−20.6% | Reduced | History |
| NVONovo Nordisk A S | ADR | 16,090 | $1.38M | 0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 19,000 | $1.36M | 0.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 4,584 | $1.15M | <0.1% | −433−8.6% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,804 | $1.13M | <0.1% | −195−9.8% | Reduced | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 13,050 | $1.11M | <0.1% | 00.0% | Unchanged | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 6,241 | $1.08M | <0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,588 | $930.6K | <0.1% | +1,588 | New | History |
| CRHCRH Public Ltd Co | ORD | 10,000 | $925.6K | <0.1% | +10,000 | New | History |
| WMTWalmart Inc. | Stock | 9,372 | $847.2K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 7,528 | $819.6K | <0.1% | +7,528 | New | History |
| CVXChevron Corp | Stock | 4,800 | $695.6K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 4,980 | $668.7K | <0.1% | −1,500−23.1% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,811 | $597.2K | <0.1% | +225+8.7% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 2,265 | $574.7K | <0.1% | 00.0% | Unchanged | – |
| SYYSysco Corp | Stock | 7,000 | $535.3K | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 1,678 | $525.5K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 1,017 | $476.9K | <0.1% | −190−15.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 2,838 | $410.5K | <0.1% | −800−22.0% | Reduced | History |
| XELXcel Energy Inc | Stock | 5,400 | $364.8K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 900 | $350.3K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 896 | $315.4K | <0.1% | −530−37.2% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 1,750 | $311.1K | <0.1% | −235−11.8% | Reduced | History |
| WFCWells Fargo & Company | Stock | 4,019 | $282.5K | <0.1% | −175−4.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 340 | $262.7K | <0.1% | 00.0% | Unchanged | History |
| PODDInsulet Corp | Stock | 915 | $238.9K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 5,357 | $235.6K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 2,050 | $231.9K | <0.1% | 00.0% | Unchanged | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 10,960 | $105.7K | <0.1% | +10,960 | New | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| POOLPool Corp | COM | 2,100 | $791.1K | <0.1% | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,880 | $616.2K | <0.1% | – |
| PEPPepsiCo Inc | Stock | 1,697 | $288.5K | <0.1% | History |
| LMTLockheed Martin Corp | Stock | 350 | $204.5K | <0.1% | History |