James Hambro & Partners
- SEC CIK
- 0001731152
- Latest filing
- Jul 23, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 54
- −3 vs. Q4 2024
- Portfolio value
- $2.40B
- −$136.5M (−5.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 733,452 | $179.9M | 7.5% | +583+0.1% | Added | History |
| VVisa Inc. | Stock | 470,691 | $164.9M | 6.9% | +2,094+0.4% | Added | History |
| PGRProgressive Corp | Stock | 512,464 | $145.1M | 6.1% | +996+0.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 377,153 | $141.4M | 5.9% | +11,653+3.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 887,368 | $138.5M | 5.8% | +9,171+1.0% | Added | History |
| APHAmphenol Corp | CL A | 2,052,766 | $134.7M | 5.6% | +102,875+5.3% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 770,387 | $132.9M | 5.5% | +12,350+1.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 245,642 | $128.6M | 5.4% | +14,784+6.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 635,743 | $121.0M | 5.0% | +6,136+1.0% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 234,423 | $116.7M | 4.9% | +12,219+5.5% | Added | History |
| SPGIS&P Global Inc. | Stock | 223,198 | $113.4M | 4.7% | +6,169+2.8% | Added | History |
| AMEAmetek Inc | COM | 645,499 | $111.1M | 4.6% | +24,144+3.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 224,066 | $111.0M | 4.6% | −18,556−7.6% | Reduced | History |
| KOCoca Cola Co | Stock | 1,351,806 | $96.8M | 4.0% | +40,636+3.1% | Added | History |
| TJXTJX Companies Inc | Stock | 781,045 | $95.1M | 4.0% | +2,501+0.3% | Added | History |
| TXNTexas Instruments Inc | Stock | 513,247 | $92.3M | 3.8% | −41,987−7.6% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 382,992 | $90.5M | 3.8% | +7,068+1.9% | Added | History |
| SNPSSynopsys Inc | COM | 204,580 | $87.7M | 3.7% | +3,120+1.5% | Added | History |
| ENTGEntegris Inc | COM | 786,491 | $68.9M | 2.9% | +51,242+7.0% | Added | History |
| DHRDanaher Corp | Stock | 295,712 | $60.6M | 2.5% | −13,882−4.5% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 57,928 | $16.7M | 0.7% | −85−0.1% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 63,303 | $15.7M | 0.7% | −5,137−7.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 42,824 | $6.62M | 0.3% | −35−0.1% | Reduced | History |
| iShares Tr464288182 | MSCI AC ASIA ETF | 37,350 | $2.76M | 0.1% | 00.0% | Unchanged | – |
| IRMIron Mountain Inc | COM | 30,612 | $2.63M | 0.1% | −1,873−5.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,666 | $2.60M | 0.1% | −38−0.2% | Reduced | History |
| MAMastercard Inc | Stock | 3,511 | $1.92M | 0.1% | −492−12.3% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 19,315 | $1.36M | 0.1% | +315+1.7% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 4,465 | $1.18M | <0.1% | +2,200+97.1% | Added | – |
| NVONovo Nordisk A S | ADR | 16,090 | $1.12M | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 9,895 | $1.11M | <0.1% | +2,367+31.4% | Added | History |
| AAPLApple Inc. | Stock | 4,704 | $1.04M | <0.1% | +120+2.6% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 6,311 | $1.01M | <0.1% | +70+1.1% | Added | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 13,050 | $987.8K | <0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,639 | $874.0K | <0.1% | −5,179−76.0% | Reduced | History |
| WMTWalmart Inc. | Stock | 9,372 | $823.2K | <0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 4,800 | $803.5K | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 1,270 | $779.6K | <0.1% | −534−29.6% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,811 | $686.0K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 5,640 | $613.4K | <0.1% | +660+13.3% | Added | History |
| WTWWillis Towers Watson PLC | SHS | 1,678 | $567.0K | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 7,000 | $525.5K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 1,017 | $520.5K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 2,838 | $470.8K | <0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 738 | $412.6K | <0.1% | −850−53.5% | Reduced | History |
| XELXcel Energy Inc | Stock | 5,400 | $382.2K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 1,750 | $366.7K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 900 | $329.8K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 4,019 | $288.5K | <0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 340 | $280.7K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 2,050 | $271.9K | <0.1% | 00.0% | Unchanged | History |
| PODDInsulet Corp | Stock | 915 | $240.2K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 5,357 | $223.7K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 697 | $217.6K | <0.1% | −199−22.2% | Reduced | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.