James Hambro & Partners Portfolio Holdings

James Hambro & Partners

  • $2.52 Billion
  • Q2 2025

James Hambro & Partners has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.52 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $211M, Amphenol Corp with a value of $198M, Microsoft Corp with a value of $192M, Visa Inc. with a value of $166M, and Alphabet Inc. with a value of $159M.

Examining the 13F form we can see an increase of $116M in the current position value, from $2.4B to 2.52B.

Below you can find more details about James Hambro & Partners portfolio as well as his latest detailed transactions.

Portfolio value $2.52 Billion
Financial Services: $782 Million
Technology: $698 Million
Healthcare: $291 Million
Consumer Cyclical: $243 Million
Industrials: $212 Million
Communication Services: $167 Million
Consumer Defensive: $99.8 Million
ETFs: $22.2 Million
Other: $3.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$900B
$211 Million 8.4% of portfolio
729,479
Q2 2025 Reduced 0.54%
$70.6B
$198 Million 7.87% of portfolio
2,006,289
Q2 2025 Reduced 2.26%
$3.8T
$192 Million 7.64% of portfolio
386,740
Q2 2025 Added 2.54%
$555B
$166 Million 6.58% of portfolio
466,773
Q2 2025 Reduced 0.83%
$1.47T
$159 Million 6.33% of portfolio
898,338
Q2 2025 Added 1.24%
$2.32T
$147 Million 5.83% of portfolio
669,167
Q2 2025 Added 5.26%
$97.2B
$145 Million 5.77% of portfolio
792,472
Q2 2025 Added 2.87%
$145B
$134 Million 5.31% of portfolio
501,506
Q2 2025 Reduced 2.14%
$159B
$127 Million 5.04% of portfolio
233,647
Q2 2025 Added 4.28%
$177B
$122 Million 4.84% of portfolio
231,362
Q2 2025 Added 3.66%
$43.6B
$120 Million 4.76% of portfolio
663,152
Q2 2025 Added 2.73%
$65.1B
$110 Million 4.35% of portfolio
213,673
Q2 2025 Added 4.44%
$177B
$106 Million 4.19% of portfolio
542,401
Q2 2025 Added 5.68%
$188B
$104 Million 4.14% of portfolio
257,327
Q2 2025 Added 9.77%
$290B
$98.4 Million 3.91% of portfolio
1,390,375
Q2 2025 Added 2.85%
$162B
$96.3 Million 3.82% of portfolio
779,817
Q2 2025 Reduced 0.16%
$13B
$68.8 Million 2.73% of portfolio
852,889
Q2 2025 Added 8.44%
$138B
$57.9 Million 2.3% of portfolio
292,961
Q2 2025 Reduced 0.93%
$227B
$18.4 Million 0.73% of portfolio
62,389
Q2 2025 Reduced 1.44%
$116B
$16.7 Million 0.66% of portfolio
54,779
Q2 2025 Reduced 5.44%
$1.44T
$7.83 Million 0.31% of portfolio
44,452
Q2 2025 Added 3.8%
$1.34T
$3.5 Million 0.14% of portfolio
15,444
Q2 2025 Reduced 1.42%
$0
$2.83 Million 0.11% of portfolio
34,210
Q2 2025 Reduced 8.41%
$554B
$2.02 Million 0.08% of portfolio
3,599
Q2 2025 Added 2.51%
$106B
$1.31 Million 0.05% of portfolio
12,427
Q2 2025 Added 25.59%
$0
$1.21 Million 0.05% of portfolio
13,050
Q3 2024 Reduced 4.4%
$0
$972,000 0.04% of portfolio
3,915
Q2 2025 Reduced 12.32%
$281B
$916,000 0.04% of portfolio
9,372
Q2 2024 Reduced 2.41%
$28.1B
$666,000 0.03% of portfolio
6,502
Q2 2025 Reduced 78.76%
$443B
$864,000 0.03% of portfolio
5,470
Q2 2025 Reduced 3.01%
$308B
$687,000 0.03% of portfolio
4,800
Q3 2024 Reduced 0.35%
$644B
$757,000 0.03% of portfolio
1,559
Q2 2025 Reduced 4.88%
$0
$455,000 0.02% of portfolio
738
Q1 2025 Reduced 53.53%
$101B
$508,000 0.02% of portfolio
2,326
Q2 2025 Reduced 17.25%
$41.2B
$530,000 0.02% of portfolio
7,000
Q4 2017 New
$88.6B
$558,000 0.02% of portfolio
1,117
Q2 2025 Added 9.83%
$182B
$480,000 0.02% of portfolio
610
Q2 2025 Reduced 51.97%
$3.76T
$540,000 0.02% of portfolio
2,633
Q2 2025 Reduced 44.03%
$433B
$274,000 0.01% of portfolio
750
Q2 2025 Reduced 16.67%
$23.7B
$287,000 0.01% of portfolio
915
Q3 2024 New
$40.1B
$367,000 0.01% of portfolio
5,400
Q2 2023 Reduced 0.39%
$234B
$278,000 0.01% of portfolio
2,050
Q2 2024 Reduced 5.57%
$309B
$322,000 0.01% of portfolio
4,019
Q4 2024 Reduced 4.17%
$406B
$253,000 0.01% of portfolio
5,357
Q1 2024 New
$466B
$375,000 0.01% of portfolio
2,458
Q2 2025 Reduced 13.39%
$718B
$255,000 0.01% of portfolio
328
Q2 2025 Reduced 3.53%
$386B
$324,000 0.01% of portfolio
1,750
Q4 2024 Reduced 11.84%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.63%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.14%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $2.52 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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