James Hambro & Partners Portfolio Holdings
James Hambro & Partners
- $2.4 Billion
- Q1 2025
James Hambro & Partners has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.4 Billion distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $180M, Visa Inc. with a value of $165M, Progressive Corp with a value of $145M, Microsoft Corp with a value of $142M, and Alphabet Inc. with a value of $139M.
Examining the 13F form we can see an decrease of $7.58M in the current position value, from $2.41B to 2.4B.
Below you can find more details about James Hambro & Partners portfolio as well as his latest detailed transactions.
Portfolio value
$2.4 Billion
Financial Services: $741 Million
Technology: $554 Million
Healthcare: $420 Million
Consumer Cyclical: $216 Million
Industrials: $202 Million
Communication Services: $145 Million
Consumer Defensive: $98.2 Million
ETFs: $22 Million
Other: $4.92 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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