James Hambro & Partners Top Holdings and 13F Report (2025) About James Hambro & PartnersInvestment ActivityJames 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 $225,465,645JPMorgan Chase & Co. $217,619,099Microsoft $210,747,635Alphabet $206,019,379Visa $158,412,817 Largest New Holdings this Quarter 68389X105 - Oracle $128,954,407 Holding58733R102 - MercadoLibre $98,209,642 Holding291011104 - Emerson Electric $23,830,431 Holding81589A809 - SEI EXCHANGE TRADED FUNDS $1,327,203 Holding64110L106 - 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 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 PortfolioSectorAPHAmphenol$225,465,645$22,822,650 ▼-9.2%1,821,8718.0%Computer and TechnologyJPMJPMorgan Chase & Co.$217,619,099$12,451,282 ▼-5.4%690,0007.7%FinanceMSFTMicrosoft$210,747,635$10,435,656 ▲5.2%406,8887.5%Computer and TechnologyGOOGAlphabet$206,019,379$12,743,889 ▼-5.8%846,0067.3%Computer and TechnologyVVisa$158,412,817$857,132 ▼-0.5%464,2615.6%Business ServicesAMZNAmazon.com$151,431,008$4,522,085 ▲3.1%689,7655.4%Retail/WholesaleICEIntercontinental Exchange$131,758,820$1,725,162 ▼-1.3%782,2304.7%FinanceORCLOracle$128,954,407$128,954,407 ▲New Holding458,8394.6%Computer and TechnologyPGRProgressive$125,017,389$1,183,018 ▲1.0%506,2974.4%FinanceTMOThermo Fisher Scientific$121,066,327$3,681,942 ▼-3.0%249,7324.3%MedicalAMEAMETEK$116,359,778$8,263,062 ▼-6.6%619,1824.1%Computer and TechnologySPGIS&P Global$113,245,801$656,957 ▲0.6%232,7124.0%FinanceNVDANVIDIA$109,308,881$108,288,316 ▲10,610.6%585,8713.9%Computer and TechnologyTJXTJX Companies$108,120,256$4,594,493 ▼-4.1%748,0303.8%Retail/WholesaleISRGIntuitive Surgical$105,784,105$1,296,000 ▲1.2%236,5453.8%MedicalSNPSSynopsys$101,430,193$4,074,055 ▼-3.9%205,4223.6%Computer and TechnologyMELIMercadoLibre$98,209,642$98,209,642 ▲New Holding42,0153.5%Retail/WholesaleTXNTexas Instruments$93,160,883$6,478,180 ▼-6.5%507,1363.3%Computer and TechnologyKOCocaCola$88,428,071$3,788,550 ▼-4.1%1,333,2543.1%Consumer StaplesENTGEntegris$75,853,308$2,966,429 ▼-3.8%820,7902.7%Computer and TechnologyDHRDanaher$29,893,327$28,140,781 ▼-48.5%150,9041.1%MedicalEMREmerson Electric$23,830,431$23,830,431 ▲New Holding181,6690.8%IndustrialsGLDSPDR Gold Shares$20,807,583$1,337,483 ▲6.9%58,5420.7%FinanceIBMInternational Business Machines$16,345,848$1,259,392 ▼-7.2%57,9260.6%Computer and TechnologyGOOGLAlphabet$9,748,565$1,056,382 ▼-9.8%40,1060.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,850,032$537,527 ▲12.5%17,3690.2%Computer and TechnologyAAXJiShares MSCI All Country Asia ex Japan ETF$3,120,2940.0%34,2100.1%ETFMAMastercard$2,013,003$33,550 ▼-1.6%3,5400.1%Business ServicesPLDPrologis$1,459,237$36,967 ▲2.6%12,7500.1%FinanceCPCanadian Pacific Kansas City$1,411,9660.0%19,0000.1%TransportationFERGUSON ENTERPRISES INC$1,386,3260.0%6,1760.0%COMMON STOCK NEWIXNiShares Global Tech ETF$1,345,5850.0%13,0500.0%ETFSEI EXCHANGE TRADED FUNDS$1,327,203$1,327,203 ▲New Holding52,2830.0%DBI MULTI-STRGYWMTWalmart$965,7370.0%9,3720.0%Retail/WholesaleMMCMarsh & McLennan Companies$796,628$327,881 ▲69.9%3,9530.0%FinanceBRK.BBerkshire Hathaway$783,5760.0%1,5590.0%FinanceCVXChevron$745,4150.0%4,8000.0%EnergyVHTVanguard Health Care ETF$601,089$415,439 ▼-40.9%2,3150.0%ETFAAPLApple$600,483$69,747 ▼-10.4%2,3590.0%Computer and TechnologySYYSysco$576,5200.0%7,0000.0%Consumer StaplesNOCNorthrop Grumman$564,682$115,738 ▼-17.0%9270.0%AerospaceSPYSPDR S&P 500 ETF Trust$491,5700.0%7380.0%FinanceXELXcel Energy$435,5090.0%5,4000.0%UtilitiesJNJJohnson & Johnson$429,745$25,955 ▼-5.7%2,3180.0%MedicalINTUIntuit$416,4740.0%6100.0%Computer and TechnologyNFLXNetflix$401,525$401,525 ▲New Holding3350.0%Consumer DiscretionaryABBVAbbVie$383,107$21,991 ▼-5.4%1,6550.0%MedicalWFCWells Fargo & Company$336,8920.0%4,0190.0%FinanceHDHome Depot$303,8880.0%7500.0%Retail/WholesaleIRMIron Mountain$302,891$359,759 ▼-54.3%2,9720.0%Business ServicesPODDInsulet$282,4870.0%9150.0%MedicalBACBank of America$276,2330.0%5,3570.0%FinanceABTAbbott Laboratories$274,6070.0%2,0500.0%MedicalLLYEli Lilly and Company$261,534$11,437 ▲4.6%3430.0%MedicalUNPUnion Pacific$0$91,691,720 ▼-100.0%00.0%TransportationShowing 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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