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 June 30, 2025.James Hambro & Partners owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 5.80% of the portfolio was sold this quarter.This quarter, James Hambro & Partners has purchased 54 new stocks and bought additional shares in 17 stocks.James Hambro & Partners sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $211,377,482Amphenol $198,070,881Microsoft $192,285,194Visa $165,613,394Alphabet $159,311,260 Largest Purchases this Quarter Thermo Fisher Scientific 22,904 shares (about $9.28M)Amazon.com 33,424 shares (about $7.33M)Texas Instruments 29,154 shares (about $6.05M)Entegris 66,398 shares (about $5.35M)Intuitive Surgical 9,581 shares (about $5.21M) Largest Sales this Quarter Amphenol 46,477 shares (about $4.59M)Progressive 10,958 shares (about $2.92M)Iron Mountain 24,110 shares (about $2.47M)Visa 3,918 shares (about $1.39M)JPMorgan Chase & Co. 3,973 shares (about $1.15M) 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.$211,377,482$1,151,236 ▼-0.5%729,4798.4%FinanceAPHAmphenol$198,070,881$4,588,442 ▼-2.3%2,006,2897.8%Computer and TechnologyMSFTMicrosoft$192,285,194$4,766,608 ▲2.5%386,7407.6%Computer and TechnologyVVisa$165,613,394$1,390,126 ▼-0.8%466,7736.6%Business ServicesGOOGAlphabet$159,311,260$1,945,420 ▲1.2%898,3386.3%Computer and TechnologyAMZNAmazon.com$146,801,856$7,332,557 ▲5.3%669,1675.8%Retail/WholesaleICEIntercontinental Exchange$145,351,252$4,050,720 ▲2.9%792,4725.7%FinancePGRProgressive$133,829,383$2,924,197 ▼-2.1%501,5065.3%FinanceISRGIntuitive Surgical$127,004,667$5,207,992 ▲4.3%233,6475.0%MedicalSPGIS&P Global$121,964,791$4,303,734 ▲3.7%231,3624.8%FinanceAMEAMETEK$119,980,775$3,193,869 ▲2.7%663,1524.7%Computer and TechnologyTXNTexas Instruments$112,567,192$6,050,475 ▲5.7%542,4014.5%Computer and TechnologySNPSSynopsys$109,600,359$4,664,118 ▲4.4%213,6734.3%Computer and TechnologyTMOThermo Fisher Scientific$104,295,918$9,283,106 ▲9.8%257,3274.1%MedicalKOCocaCola$98,334,271$2,727,793 ▲2.9%1,390,3753.9%Consumer StaplesTJXTJX Companies$96,280,105$151,615 ▼-0.2%779,8173.8%Retail/WholesaleUNPUnion Pacific$91,691,720$3,590,156 ▲4.1%398,5993.6%TransportationENTGEntegris$68,764,175$5,353,339 ▲8.4%852,8892.7%Computer and TechnologyDHRDanaher$57,849,543$543,226 ▼-0.9%292,9612.3%MedicalIBMInternational Business Machines$18,380,735$269,278 ▼-1.4%62,3890.7%Computer and TechnologyGLDSPDR Gold Shares$16,694,721$959,705 ▼-5.4%54,7790.7%FinanceGOOGLAlphabet$7,833,109$286,878 ▲3.8%44,4520.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,496,676$50,263 ▼-1.4%15,4440.1%Computer and TechnologyAAXJiShares MSCI All Country Asia ex Japan ETF$2,826,601$259,442 ▼-8.4%34,2100.1%ETFMAMastercard$2,021,396$49,426 ▲2.5%3,5990.1%Business ServicesCPCanadian Pacific Kansas City$1,510,420$25,041 ▼-1.6%19,0000.1%TransportationFERGUSON ENTERPRISES INC$1,345,194$29,404 ▼-2.1%6,1760.1%COMMON STOCK NEWPLDPrologis$1,305,642$266,024 ▲25.6%12,4270.1%FinanceIXNiShares Global Tech ETF$1,204,0580.0%13,0500.0%ETFVHTVanguard Health Care ETF$972,427$136,612 ▼-12.3%3,9150.0%ETFWMTWalmart$916,1590.0%9,3720.0%Retail/WholesaleNVDANVIDIA$863,548$26,838 ▼-3.0%5,4700.0%Computer and TechnologyBRK.BBerkshire Hathaway$756,372$38,813 ▼-4.9%1,5590.0%FinanceCVXChevron$686,9520.0%4,8000.0%EnergyIRMIron Mountain$666,682$2,472,117 ▼-78.8%6,5020.0%Business ServicesNOCNorthrop Grumman$558,729$50,021 ▲9.8%1,1170.0%AerospaceAAPLApple$539,988$424,730 ▼-44.0%2,6330.0%Computer and TechnologySYYSysco$530,0750.0%7,0000.0%Consumer StaplesMMCMarsh & McLennan Companies$508,661$106,062 ▼-17.3%2,3260.0%FinanceINTUIntuit$480,368$519,742 ▼-52.0%6100.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$456,0130.0%7380.0%FinanceJNJJohnson & Johnson$375,238$58,011 ▼-13.4%2,4580.0%MedicalXELXcel Energy$367,6590.0%5,4000.0%UtilitiesABBVAbbVie$324,7560.0%1,7500.0%MedicalWFCWells Fargo & Company$321,7810.0%4,0190.0%FinancePODDInsulet$287,4380.0%9150.0%MedicalABTAbbott Laboratories$278,7070.0%2,0500.0%MedicalHDHome Depot$274,946$54,989 ▼-16.7%7500.0%Retail/WholesaleLLYEli Lilly and Company$255,516$9,348 ▼-3.5%3280.0%MedicalBACBank of America$253,2520.0%5,3570.0%FinanceUNHUnitedHealth Group$0$128,646,399 ▼-100.0%00.0%MedicalNVONovo Nordisk A/S$0$1,117,691 ▼-100.0%00.0%MedicalWTWWillis Towers Watson Public$0$566,996 ▼-100.0%00.0%FinanceACNAccenture$0$217,613 ▼-100.0%00.0%Computer and TechnologyShowing 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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