Rosenberg Matthew Hamilton has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $345 Million distributed in 849 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $41.3M, Spdr Portfolio S&P 1500 Compos with a value of $36.7M, Jp Morgan ETF Tr Ultra Short I with a value of $26.3M, Vanguard Bd Index Fd Inc Inter with a value of $21.4M, and Vanguard Intermediate Term Cor with a value of $13.7M.

Examining the 13F form we can see an increase of $21.6M in the current position value, from $323M to 345M.

Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.

Portfolio value $345 Million
ETFs: $270 Million
Technology: $14.1 Million
Energy: $10.7 Million
Financial Services: $8.04 Million
Healthcare: $7.59 Million
Consumer Cyclical: $7.47 Million
Industrials: $6.83 Million
Consumer Defensive: $5.78 Million
Other: $13.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 849
  • Current Value $345 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 253 stocks
Track This Portfolio

Track Rosenberg Matthew Hamilton Portfolio

Follow Rosenberg Matthew Hamilton and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rosenberg Matthew Hamilton, based on Form 13F filings with the SEC.


Stay updated on Rosenberg Matthew Hamilton with notifications on news.