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CIK: 0001731152
Total reported value
$2.9B
$2.9B
68 檔
36.9%
In Q2 2026, James Hambro & Partners LLP's U.S. equity holdings reached a combined market value of $2.9B, distributed across 68 disclosed stock positions.
In Q2 2026, James Hambro & Partners LLP displayed an active expansion posture, initiating 15 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 8.96% | -0.80% | -1.06% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.57% | -0.75% | -7.04% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.76% | -0.29% | -1.36% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.68% | +0.14% | -1.40% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 6.32% | +0.86% | +8.82% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 5.81% | +0.08% | +3.33% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 5.78% | +2.00% | +0.47% | |
| 8 | TXN | Texas Instruments Inc | Stock-Tech | 5.15% | -0.36% | -3.39% | |
| 9 | AME | Ametek Inc | Stock-Industrials | 5.09% | +0.43% | -0.36% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.16% | +1.29% | -4.67% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.84% | +0.15% | +0.90% | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 3.68% | +0.46% | +3.25% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 3.47% | -0.27% | — | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.43% | -0.05% | +2.39% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 3.26% | -1.16% | +2.63% | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 3.11% | +0.54% | +1.75% | |
| 17 | SUNB | Sunbelt Rentals Holdings Inc | Stock-Industrials | 3.10% | -0.02% | +0.84% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 2.77% | -2.73% | -29.46% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 2.73% | +0.19% | +9.03% | |
| 20 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.62% | +0.47% | +52.65% | |
| 21 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.52% | -0.09% | -49.96% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 0.52% | -0.17% | -80.51% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | -0.34% | -78.76% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.01% | +12.73% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | — | -33.13% | |
| 26 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.38% | +0.10% | +55.27% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | -0.03% | +5.44% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.24% | -0.13% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.15% | +0.03% | — | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | -0.02% | +76.30% | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 0.09% | +0.01% | +7.79% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.06% | — | -9.68% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.01% | +196.86% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | — | +62.47% | |
| 35 | QALT | Sei Dbi Multstrt Alt ETF | ETF-Other | 0.05% | +0.05% | — | |
| 36 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.05% | -0.01% | -2.78% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | -0.01% | — | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | -0.04% | EXIT | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.03% | — | -1.50% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.03% | -0.01% | +209.70% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.03% | +0.03% | +5.25% | |
| 42 | CMI | Cummins Inc | Stock-Industrials | 0.02% | -0.01% | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.02% | -0.02% | EXIT | |
| 44 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.02% | +0.01% | -1.61% | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.02% | — | — | |
| 46 | VHT | Vanguard Health Care ETF | ETF-Other | 0.02% | — | +1.04% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | -0.01% | +134.12% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | +0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.02% | — | +0.05% | |
| 50 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.02% | -0.01% | -1.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3.5% | NEW | New buy |
| 2 | APH | Amphenol Corp-cl A | +1.9% | -1.06% | Trim |
| 3 | TXN | Texas Instruments Inc | +1.4% | -3.39% | Trim |
| 4 | NVDA | Nvidia CORP | +0.8% | +8.82% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | -7.04% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.4% | +3.33% | Add |
| 7 | BDX | Becton Dickinson And Co | +0.4% | +52.65% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | -1.40% | Trim |
| 9 | EMR | Emerson Electric Co | +0.3% | +9.03% | Add |
| 10 | AJG | Arthur J Gallagher & Co | +0.2% | NEW | New buy |
| 11 | SUNB | Sunbelt Rentals Holdings Inc | +0.2% | +0.84% | Add |
| 12 | AME | Ametek Inc | +0.2% | -0.36% | Trim |
| 13 | AAXJ | Ishares Msci All Country Asi | +0.2% | +55.27% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.73% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.36% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.44% | Add |
| 17 | MA | Mastercard Inc - A | +0.1% | +76.30% | Add |
| 18 | LLY | Eli Lilly & Co | 0% | +196.86% | Add |
| 19 | CMI | Cummins Inc | 0% | NEW | New buy |
| 20 | VIG | Vanguard Dividend Apprec ETF | 0% | NEW | New buy |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +62.47% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | NEW | New buy |
| 23 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 24 | LMT | Lockheed Martin CORP | 0% | +209.70% | Add |
| 25 | BKNG | Booking Holdings Inc | 0% | NEW | New buy |
| 26 | FAST | Fastenal Co | 0% | NEW | New buy |
| 27 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 28 | IXN | Ishares Global Tech ETF | 0% | -9.68% | Trim |
| 29 | PG | Procter & Gamble Co/the | 0% | NEW | New buy |
| 30 | UBER | Uber Technologies Inc | 0% | NEW | New buy |
| 31 | CBOE | Cboe Global Markets Inc | 0% | NEW | New buy |
| 32 | PEP | Pepsico Inc | 0% | +134.12% | Add |
| 33 | SLB | Slb LTD | 0% | NEW | New buy |
| 34 | WM | Waste Management Inc | 0% | NEW | New buy |
| 35 | SYK | Stryker CORP | 0% | NEW | New buy |
| 36 | AAPL | Apple Inc | 0% | +5.25% | Add |
| 37 | PLD | Prologis Inc | — | +7.79% | Add |
| 38 | SYY | Sysco CORP | — | — | Unchanged |
| 39 | IRM | Iron Mountain Inc | — | — | Unchanged |
| 40 | ABBV | Abbvie Inc | — | +0.05% | Add |
| 41 | QALT | Sei Dbi Multstrt Alt ETF | — | — | Unchanged |
| 42 | VHT | Vanguard Health Care ETF | — | +1.04% | Add |
| 43 | BAC | Bank Of America CORP | — | -5.71% | Trim |
| 44 | TIP | Ishares Tips Bond ETF | — | -1.50% | Trim |
| 45 | HD | Home Depot Inc | — | — | Unchanged |
| 46 | FERG | Ferguson Enterprises Inc | — | -2.78% | Trim |
| 47 | COHR | Coherent CORP | — | -36.36% | Trim |
| 48 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 49 | LYG | Lloyds Banking Group Plc-adr | — | — | Unchanged |
| 50 | JNJ | Johnson & Johnson | — | -1.99% | Trim |
According to official SEC Form 13F filings, James Hambro & Partners LLP reported a total U.S. public equity portfolio value of $2.9B across 68 disclosed positions in Q2 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 APH, GOOG, JPM) accounted for 36.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVGO
市值: $95.8M
Top Position Liquidated / Trimmed
DHR
前期市值: $1.2M
During Q2 2026, James Hambro & Partners LLP's top holdings by market value included APH (9.0%)、GOOG (8.6%)、JPM (7.8%). The largest single position, APH, represented 9.0% of total portfolio value.
In Q2 2026, James Hambro & Partners LLP made 63 total portfolio adjustments, initiating 15 new buys, adding to 23 positions, trimming 21 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.
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