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CIK: 0001731152
Total reported value
$2.8B
$2.8B
57 檔
32.7%
As reported in its official Q1 2026 Form 13F filing, James Hambro & Partners LLP's tracked investment portfolio stood at $2.8B with 57 total positions.
James Hambro & Partners LLP executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 4 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.11% | +0.46% | -8.42% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.67% | +0.09% | -3.82% | |
| 3 | APH | Amphenol Corp-cl A | Stock-Tech | 7.04% | +1.92% | -9.19% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.42% | +0.26% | +5.04% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.19% | -0.41% | +1.87% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 5.49% | +0.83% | +7.85% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 5.38% | +0.43% | -2.14% | |
| 8 | AME | Ametek Inc | Stock-Industrials | 4.90% | +0.19% | -4.17% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.64% | -0.48% | -0.26% | |
| 10 | MCK | Mckesson CORP | Stock-Healthcare | 4.42% | -0.74% | +7.85% | |
| 11 | ICE | Intercontinental Exchange In | Stock-Financials | 4.23% | -1.12% | -4.83% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.22% | -0.79% | -2.43% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 3.87% | -1.10% | -4.58% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.86% | -0.02% | -6.36% | |
| 15 | TXN | Texas Instruments Inc | Stock-Tech | 3.77% | +1.38% | +0.77% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 3.28% | -0.02% | +4.01% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 3.00% | -2.48% | -11.09% | |
| 18 | SUNB | Sunbelt Rentals Holdings Inc | Stock-Industrials | 2.87% | +0.23% | — | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.75% | -2.24% | -35.90% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 2.48% | +0.25% | +134.00% | |
| 21 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.19% | +0.43% | — | |
| 22 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.14% | -0.62% | -62.91% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.90% | -0.43% | -11.99% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.12% | -5.24% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | -0.30% | -29.50% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | +0.09% | +0.21% | |
| 27 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.22% | +0.16% | +20.41% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.06% | +2.02% | |
| 29 | PLD | Prologis Inc | Stock-Real Estate | 0.09% | — | +14.75% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.09% | +0.06% | +2.98% | |
| 31 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.05% | +0.01% | +17.25% | |
| 32 | QALT | Sei Dbi Multstrt Alt ETF | ETF-Other | 0.05% | — | — | |
| 33 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.05% | — | +2.03% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.05% | -0.05% | EXIT | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.05% | -0.01% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.03% | +0.02% | +32.54% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.03% | — | — | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.03% | -0.01% | +16.39% | |
| 39 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.03% | -0.01% | -1.83% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.02% | +0.01% | +2.95% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.02% | — | — | |
| 42 | SYY | Sysco CORP | Stock-Consumer Staples | 0.02% | — | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.02% | — | +26.28% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | +16.58% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.02% | +0.04% | +47.68% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.01% | — | — | |
| 47 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.01% | — | — | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.01% | +0.02% | — | |
| 49 | XEL | Xcel Energy Inc | Stock-Utilities | 0.01% | — | -32.51% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.01% | +0.01% | +20.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | +1.5% | +134.00% | Add |
| 2 | MCK | Mckesson CORP | +0.9% | +7.85% | Add |
| 3 | TXN | Texas Instruments Inc | +0.7% | +0.77% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +7.85% | Add |
| 5 | AME | Ametek Inc | +0.4% | -4.17% | Trim |
| 6 | KO | Coca-cola Co/the | +0.4% | -6.36% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.2% | +5.04% | Add |
| 8 | CVX | Chevron CORP | +0.1% | +2.02% | Add |
| 9 | ICE | Intercontinental Exchange In | +0.1% | -4.83% | Trim |
| 10 | AAXJ | Ishares Msci All Country Asi | +0.1% | +20.41% | Add |
| 11 | GLD | Spdr Gold Shares | 0% | -11.99% | Trim |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.21% | Add |
| 13 | BN | Brookfield CORP | 0% | +4.01% | Add |
| 14 | PLD | Prologis Inc | 0% | +14.75% | Add |
| 15 | NOC | Northrop Grumman CORP | 0% | +16.39% | Add |
| 16 | IXN | Ishares Global Tech ETF | 0% | +17.25% | Add |
| 17 | WMT | Walmart Inc | 0% | — | Unchanged |
| 18 | JNJ | Johnson & Johnson | 0% | +16.58% | Add |
| 19 | LLY | Eli Lilly & Co | 0% | +47.68% | Add |
| 20 | FERG | Ferguson Enterprises Inc | 0% | +2.03% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +26.28% | Add |
| 22 | MA | Mastercard Inc - A | — | +2.98% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | — | +32.54% | Add |
| 24 | XEL | Xcel Energy Inc | — | -32.51% | Trim |
| 25 | PEP | Pepsico Inc | — | +20.18% | Add |
| 26 | MRSH | Marsh & Mclennan Cos | — | -1.83% | Trim |
| 27 | IRM | Iron Mountain Inc | — | — | Unchanged |
| 28 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 29 | BAC | Bank Of America CORP | — | — | Unchanged |
| 30 | ABT | Abbott Laboratories | — | +6.83% | Add |
| 31 | VHT | Vanguard Health Care ETF | — | — | Unchanged |
| 32 | AAPL | Apple Inc | — | +2.95% | Add |
| 33 | QALT | Sei Dbi Multstrt Alt ETF | — | — | Unchanged |
| 34 | SYY | Sysco CORP | — | — | Unchanged |
| 35 | HD | Home Depot Inc | — | — | Unchanged |
| 36 | LYG | Lloyds Banking Group Plc-adr | — | — | Unchanged |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | -5.24% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -62.50% | Trim |
| 39 | IBM | Intl Business Machines CORP | -0.2% | -29.50% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | -0.3% | -3.82% | Trim |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.4% | -0.26% | Trim |
| 42 | PGR | Progressive CORP | -0.4% | -4.58% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.4% | -2.14% | Trim |
| 44 | APH | Amphenol Corp-cl A | -0.5% | -9.19% | Trim |
| 45 | ISRG | Intuitive Surgical Inc | -0.6% | -2.43% | Trim |
| 46 | DHR | Danaher CORP | -0.6% | -92.46% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.7% | -8.42% | Trim |
| 48 | SPGI | S&p Global Inc | -0.8% | -11.09% | Trim |
| 49 | TJX | Tjx Companies Inc | -1% | -35.90% | Trim |
| 50 | MSFT | Microsoft CORP | -1.1% | +1.87% | Add |
According to official SEC Form 13F filings, James Hambro & Partners LLP reported a total U.S. public equity portfolio value of $2.8B across 57 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, JPM, APH) accounted for 32.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUNB
市值: $73.1M
Top Position Liquidated / Trimmed
DIS
前期市值: $1.1M
During Q1 2026, James Hambro & Partners LLP's top holdings by market value included GOOG (8.1%)、JPM (7.7%)、APH (7.0%). The largest single position, GOOG, represented 8.1% of total portfolio value.
In Q1 2026, James Hambro & Partners LLP made 52 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 20 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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