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James Hambro & Partners Top Holdings and 13F Report (2025)

About James Hambro & Partners

Investment Activity

  • James Hambro & Partners has $2.81 billion in total holdings as of September 30, 2025.
  • James Hambro & Partners owns shares of 54 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 13.55% of the portfolio was purchased this quarter.
  • About 7.38% of the portfolio was sold this quarter.
  • This quarter, James Hambro & Partners has purchased 50 new stocks and bought additional shares in 11 stocks.
  • James Hambro & Partners sold shares of 22 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Amphenol
$225,465,645
Microsoft
$210,747,635
Alphabet
$206,019,379
Visa
$158,412,817

Largest New Holdings this Quarter

68389X105 - Oracle
$128,954,407 Holding
58733R102 - MercadoLibre
$98,209,642 Holding
291011104 - Emerson Electric
$23,830,431 Holding
81589A809 - SEI EXCHANGE TRADED FUNDS
$1,327,203 Holding
64110L106 - Netflix
$401,525 Holding

Largest Purchases this Quarter

Oracle
458,839 shares (about $128.95M)
NVIDIA
580,401 shares (about $108.29M)
MercadoLibre
42,015 shares (about $98.21M)
Emerson Electric
181,669 shares (about $23.83M)
Microsoft
20,148 shares (about $10.44M)

Largest Sales this Quarter

Danaher
142,057 shares (about $28.14M)
Amphenol
184,418 shares (about $22.82M)
Alphabet
52,332 shares (about $12.74M)
JPMorgan Chase & Co.
39,479 shares (about $12.45M)
AMETEK
43,970 shares (about $8.26M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJames Hambro & Partners

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amphenol Corporation stock logo
APH
Amphenol
$225,465,645$22,822,650 -9.2%1,821,8718.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$217,619,099$12,451,282 -5.4%690,0007.7%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$210,747,635$10,435,656 5.2%406,8887.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$206,019,379$12,743,889 -5.8%846,0067.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$158,412,817$857,132 -0.5%464,2615.6%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$151,431,008$4,522,085 3.1%689,7655.4%Retail/Wholesale
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$131,758,820$1,725,162 -1.3%782,2304.7%Finance
Oracle Corporation stock logo
ORCL
Oracle
$128,954,407$128,954,407 New Holding458,8394.6%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$125,017,389$1,183,018 1.0%506,2974.4%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$121,066,327$3,681,942 -3.0%249,7324.3%Medical
AMETEK, Inc. stock logo
AME
AMETEK
$116,359,778$8,263,062 -6.6%619,1824.1%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$113,245,801$656,957 0.6%232,7124.0%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$109,308,881$108,288,316 10,610.6%585,8713.9%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$108,120,256$4,594,493 -4.1%748,0303.8%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$105,784,105$1,296,000 1.2%236,5453.8%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$101,430,193$4,074,055 -3.9%205,4223.6%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$98,209,642$98,209,642 New Holding42,0153.5%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$93,160,883$6,478,180 -6.5%507,1363.3%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$88,428,071$3,788,550 -4.1%1,333,2543.1%Consumer Staples
Entegris, Inc. stock logo
ENTG
Entegris
$75,853,308$2,966,429 -3.8%820,7902.7%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$29,893,327$28,140,781 -48.5%150,9041.1%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$23,830,431$23,830,431 New Holding181,6690.8%Industrials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$20,807,583$1,337,483 6.9%58,5420.7%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$16,345,848$1,259,392 -7.2%57,9260.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,748,565$1,056,382 -9.8%40,1060.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,850,032$537,527 12.5%17,3690.2%Computer and Technology
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$3,120,2940.0%34,2100.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$2,013,003$33,550 -1.6%3,5400.1%Business Services
Prologis, Inc. stock logo
PLD
Prologis
$1,459,237$36,967 2.6%12,7500.1%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,411,9660.0%19,0000.1%Transportation
FERGUSON ENTERPRISES INC
$1,386,3260.0%6,1760.0%COMMON STOCK NEW
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$1,345,5850.0%13,0500.0%ETF
SEI EXCHANGE TRADED FUNDS
$1,327,203$1,327,203 New Holding52,2830.0%DBI MULTI-STRGY
Walmart Inc. stock logo
WMT
Walmart
$965,7370.0%9,3720.0%Retail/Wholesale
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$796,628$327,881 69.9%3,9530.0%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$783,5760.0%1,5590.0%Finance
Chevron Corporation stock logo
CVX
Chevron
$745,4150.0%4,8000.0%Energy
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$601,089$415,439 -40.9%2,3150.0%ETF
Apple Inc. stock logo
AAPL
Apple
$600,483$69,747 -10.4%2,3590.0%Computer and Technology
Sysco Corporation stock logo
SYY
Sysco
$576,5200.0%7,0000.0%Consumer Staples
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$564,682$115,738 -17.0%9270.0%Aerospace
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$491,5700.0%7380.0%Finance
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$435,5090.0%5,4000.0%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$429,745$25,955 -5.7%2,3180.0%Medical
Intuit Inc. stock logo
INTU
Intuit
$416,4740.0%6100.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$401,525$401,525 New Holding3350.0%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$383,107$21,991 -5.4%1,6550.0%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$336,8920.0%4,0190.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$303,8880.0%7500.0%Retail/Wholesale
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$302,891$359,759 -54.3%2,9720.0%Business Services
Insulet Corporation stock logo
PODD
Insulet
$282,4870.0%9150.0%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$276,2330.0%5,3570.0%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$274,6070.0%2,0500.0%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$261,534$11,437 4.6%3430.0%Medical
Union Pacific Corporation stock logo
UNP
Union Pacific
$0$91,691,720 -100.0%00.0%Transportation

Showing largest 100 holdings. View all holdings.
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