James Hambro & Partners Top Holdings and 13F Report (2026) About James Hambro & PartnersInvestment ActivityJames Hambro & Partners has $2.87 billion in total holdings as of September 30, 2026.James Hambro & Partners owns shares of 68 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.63% of the portfolio was purchased this quarter.About 4.17% of the portfolio was sold this quarter.This quarter, James Hambro & Partners has purchased 68 new stocks and bought additional shares in 24 stocks.James Hambro & Partners sold shares of 24 stocks and completely divested from 8 stocks this quarter.Largest Holdings Amphenol $234,026,125Alphabet $224,390,449Microsoft $223,296,894JPMorgan Chase & Co. $214,446,305NVIDIA $206,091,359 Largest New Holdings this Quarter 82846H405 - QXO INC $6,397,656 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $3,572,118 Holding46434G822 - iShares MSCI Japan ETF $2,804,165 Holding464287234 - iShares MSCI Emerging Markets ETF $1,669,374 Holding09290D101 - BLACKROCK INC $270,922 Holding Largest Purchases this Quarter Amphenol 1,369,512 shares (about $115.50M)AMETEK 57,572 shares (about $14.27M)Becton, Dickinson and Company 39,543 shares (about $7.08M)NVIDIA 28,312 shares (about $6.46M)QXO INC 547,042 shares (about $6.40M) Largest Sales this Quarter Progressive 345,494 shares (about $71.65M)Brookfield 464,288 shares (about $16.94M)TJX Companies 56,460 shares (about $7.48M)Alphabet 11,984 shares (about $4.08M)S&P Global 9,879 shares (about $3.90M) 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$234,026,125$115,504,642 ▲97.5%2,774,7948.2%TechnologyGOOGAlphabet$224,390,449$4,084,027 ▼-1.8%658,4427.8%Communication ServicesMSFTMicrosoft$223,296,894$3,399,187 ▲1.5%435,3367.8%TechnologyJPMJPMorgan Chase & Co.$214,446,305$2,558,695 ▼-1.2%648,1097.5%FinanceNVDANVIDIA$206,091,359$6,463,205 ▲3.2%902,7817.2%TechnologyAMZNAmazon.com$195,753,417$2,520,900 ▲1.3%785,6856.8%Consumer DiscretionaryVVisa$168,970,477$360,184 ▲0.2%470,0615.9%FinanceAMEAMETEK$158,336,354$14,268,069 ▲9.9%638,8915.5%TechnologyTMOThermo Fisher Scientific$156,259,981$1,295,920 ▲0.8%231,3905.4%HealthcareTXNTexas Instruments$137,397,527$3,517,124 ▲2.6%490,5044.8%TechnologyMCKMcKesson$118,760,191$3,676,000 ▲3.2%138,9524.1%HealthcareKOCocaCola$114,367,279$1,920,901 ▲1.7%1,328,5394.0%Consumer StaplesICEIntercontinental Exchange$104,820,229$1,396,261 ▼-1.3%689,3123.7%FinanceISRGIntuitive Surgical$97,041,842$75,227 ▼-0.1%238,6493.4%HealthcareAVGOBroadcom$91,848,608$2,641,814 ▲3.0%261,5543.2%TechnologySUNBELT RENTALS HOLDINGS INC$88,487,519$1,502,166 ▲1.7%1,195,4513.1%SHSEMREmerson Electric$83,795,175$2,063,051 ▲2.5%540,3702.9%IndustrialsBNBrookfield$60,377,457$16,939,547 ▼-21.9%1,654,8572.1%FinanceBDXBecton, Dickinson and Company$60,026,104$7,080,569 ▲13.4%335,2292.1%HealthcareGOOGLAlphabet$15,046,391$1,535,409 ▲11.4%43,7160.5%Communication ServicesAAXJiShares MSCI All Country Asia ex Japan ETF$13,673,544$3,320,726 ▲32.1%117,4350.5%ETFGLDSPDR Gold Shares$13,546,480$1,143 ▼0.0%35,5630.5%ETFMELIMercadoLibre$12,339,499$2,265,239 ▼-15.5%7,1360.4%Consumer DiscretionarySPGIS&P Global$9,933,740$3,899,834 ▼-28.2%25,1640.3%FinanceTSMTaiwan Semiconductor Manufacturing$8,339,246$64,334 ▼-0.8%18,2770.3%TechnologyQXO INC$6,397,656$6,397,656 ▲New Holding547,0420.2%COM NEWCVXChevron$5,171,6990.0%25,3000.2%EnergyTJXTJX Companies$4,869,885$7,475,021 ▼-60.6%36,7830.2%Consumer DiscretionaryMAMastercard$3,716,693$751,170 ▼-16.8%6,7390.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,572,118$3,572,118 ▲New Holding44,0160.1%ETFAJGArthur J. Gallagher & Co.$3,251,636$3,422,775 ▼-51.3%14,2500.1%FinancePLDPrologis$2,947,545$479,721 ▲19.4%22,6970.1%Real EstateSEI EXCHANGE TRADED FUNDS$2,903,199$1,526,849 ▲110.9%110,2830.1%DBI MULTI-STRGYEWJiShares MSCI Japan ETF$2,804,165$2,804,165 ▲New Holding28,7710.1%ETFLLYEli Lilly and Company$2,123,428$587,973 ▲38.3%1,8310.1%HealthcareIXNiShares Global Tech ETF$1,795,9540.0%12,1250.1%ETFEEMiShares MSCI Emerging Markets ETF$1,669,374$1,669,374 ▲New Holding25,0000.1%ETFAAPLApple$1,624,593$769,334 ▲90.0%4,8780.1%TechnologyBRK.BBerkshire Hathaway$1,466,347$29,885 ▼-2.0%2,9440.1%FinancePGRProgressive$1,246,531$71,646,811 ▼-98.3%6,0110.0%FinanceFERGUSON ENTERPRISES INC$1,183,5070.0%5,3140.0%COMMON STOCK NEWWALMART INC$973,9850.0%9,3720.0%COMTIPiShares TIPS Bond ETF$818,3130.0%7,8650.0%ETFMETAMeta Platforms$776,978$98,664 ▲14.5%1,0710.0%Communication ServicesMARSH & MCLENNAN COS INC$771,232$123,445 ▲19.1%4,5170.0%COMJNJJohnson & Johnson$671,281$227,557 ▲51.3%2,5340.0%HealthcareVHTVanguard Health Care ETF$616,4240.0%1,9500.0%ETFSYYSysco$545,9300.0%7,0000.0%Consumer StaplesABBVAbbVie$520,398$26,962 ▼-4.9%1,9880.0%HealthcareLMTLockheed Martin$431,288$316,210 ▼-42.3%8470.0%IndustrialsBKNGBooking$405,796$1,303 ▲0.3%2,4910.0%Consumer DiscretionaryNOCNorthrop Grumman$357,291$141,659 ▼-28.4%7390.0%IndustrialsIRMIron Mountain$329,6090.0%2,9720.0%Real EstateWFCWells Fargo & Company$321,9420.0%4,0190.0%FinancePEPPepsiCo$319,841$181,843 ▼-36.2%2,5240.0%Consumer StaplesPGProcter & Gamble$314,617$86,901 ▼-21.6%2,1650.0%Consumer StaplesFASTFastenal$309,296$139,887 ▼-31.1%6,2440.0%IndustrialsARISTA NETWORKS INC$272,517$246,650 ▼-47.5%1,3380.0%COM SHSBLACKROCK INC$270,922$270,922 ▲New Holding2560.0%COMLAM RESEARCH CORP$243,518$124,224 ▼-33.8%7410.0%COM NEWCMICummins$234,536$250,034 ▼-51.6%4540.0%IndustrialsSLBSLB$228,374$57,252 ▼-20.0%4,6870.0%EnergyEXXONMOBIL HOLDINGS CORP$215,307$215,307 ▲New Holding1,3220.0%COM SHSHDHome Depot$213,3630.0%7500.0%Consumer DiscretionaryPSXPhillips 66$212,748$212,748 ▲New Holding8330.0%EnergyABTAbbott Laboratories$202,580$202,580 ▲New Holding2,0500.0%HealthcareCOHRCoherent$201,4700.0%7000.0%TechnologyLYGLloyds Banking Group$76,0550.0%13,4730.0%FinanceIBMInternational Business Machines$0$1,060,331 ▼-100.0%00.0%TechnologyVIGVanguard Dividend Appreciation ETF$0$647,519 ▼-100.0%00.0%ETFUBERUber Technologies$0$390,538 ▼-100.0%00.0%IndustrialsCBOECboe Global Markets$0$366,486 ▼-100.0%00.0%FinanceBACBank of America$0$287,679 ▼-100.0%00.0%FinanceXELXcel Energy$0$274,839 ▼-100.0%00.0%UtilitiesWMWaste Management$0$242,835 ▼-100.0%00.0%IndustrialsSYKStryker$0$239,942 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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