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

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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