Rosenberg Matthew Hamilton Purchases in Q2 2025

Rosenberg Matthew Hamilton

  • $426 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
226
+ 59.16%
$60.04 - $70.18 $13.6K - $15.9K
608 $41K
VUG
Vanguard Growth ETF

ETFs
22
+ 21.78%
$329.49 - $438.4 $7.25K - $9.64K
123 $53K
HSBC
Hsbc Holdings PLC

Financial Services
132
+ 5.4%
$46.68 - $61.09 $6.16K - $8.06K
2.58K $156K
K
Kellogg CO

Consumer Defensive
228
+ 16.74%
$77.85 - $82.88 $17.7K - $18.9K
1.59K $126K
BHP
Bhp Group LTD

Basic Materials
324
+ 15.56%
$40.22 - $50.88 $13K - $16.5K
2.41K $115K
PNC
Pnc Financial Services Group, Inc.

Financial Services
56
+ 15.01%
$149.76 - $186.42 $8.39K - $10.4K
429 $79K
GD
General Dynamics Corp

Industrials
3
+ 0.44%
$247.68 - $291.66 $743 - $875
679 $198K
EXC
Exelon Corp

Utilities
455
+ 18.52%
$42.2 - $47.37 $19.2K - $21.6K
2.91K $126K
MO
Altria Group, Inc.

Consumer Defensive
250
+ 18.85%
$55.56 - $60.91 $13.9K - $15.2K
1.58K $92K
PGR
Progressive Corp

Financial Services
54
+ 47.37%
$255.27 - $288.74 $13.8K - $15.6K
168 $44K
HES
Hess Corp

Energy
212
+ 25.3%
$126.32 - $161.29 $26.8K - $34.2K
1.05K $145K
ROKU
Roku, Inc

Communication Services
122
+ 152.5%
$55.1 - $87.89 $6.72K - $10.7K
202 $17K
EOG
Eog Resources Inc

Energy
304
+ 10.54%
$104.61 - $129.97 $31.8K - $39.5K
3.19K $381K
FMX
Mexican Economic Development Inc

Consumer Defensive
72
+ 9.5%
$92.5 - $107.84 $6.66K - $7.76K
830 $85K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
131
+ 13.94%
$72.71 - $82.56 $9.53K - $10.8K
1.07K $87K
SPIB
Spdr Portfolio Intermediate Te

ETFs
274
+ 3.04%
$32.62 - $33.58 $8.94K - $9.2K
9.28K $311K
VICI
Vici Properties Inc.

Real Estate
337
New
$29.41 - $32.97 $9.91K - $11.1K
337 $10K
UNP
Union Pacific Corp

Industrials
83
+ 6.2%
$208.27 - $238.46 $17.3K - $19.8K
1.42K $326K
BX
Blackstone Inc.

Financial Services
34
+ 7.25%
$120.07 - $151.11 $4.08K - $5.14K
503 $75K
EPR
Epr Properties

Real Estate
175
New
$43.53 - $59.11 $7.62K - $10.3K
175 $10K
PSA
Public Storage

Real Estate
36
+ 9.47%
$266.31 - $309.77 $9.59K - $11.2K
416 $122K
TTE
Total Energies Se

Energy
127
+ 3.49%
N/A
3.77K $258K
NOC
Northrop Grumman Corp

Industrials
30
+ 7.18%
$456.3 - $540.39 $13.7K - $16.2K
448 $223K
FOX
Fox Corp Cl B (De)

Communication Services
179
New
$43.81 - $53.0 $7.84K - $9.49K
179 $9K
FISV
Fiserv Inc

Technology
74
+ 284.62%
N/A
100 $12K
SYY
Sysco Corp

Consumer Defensive
90
+ 4.84%
$68.0 - $75.91 $6.12K - $6.83K
1.95K $147K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12
+ 1.25%
$58.41 - $72.69 $701 - $872
970 $70K
VTV
Vanguard Value ETF

ETFs
41
+ 29.29%
$153.67 - $176.74 $6.3K - $7.25K
181 $31K
EXR
Extra Space Storage Inc.

Real Estate
49
New
$126.61 - $152.99 $6.2K - $7.5K
49 $7K
SEDG
Solaredge Technologies, Inc.

Technology
300
New
$11.58 - $23.98 $3.47K - $7.19K
300 $6K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
157
+ 506.45%
$35.3 - $37.51 $5.54K - $5.89K
188 $7K
GTLS
Chart Industries Inc

Industrials
40
New
$115.08 - $175.5 $4.6K - $7.02K
40 $6K
IWP
Ishares Russell Mid Cap Growth

ETFs
44
New
$104.34 - $138.68 $4.59K - $6.1K
44 $6K
IWR
Ishares Russell Mid Cap ETF

ETFs
67
+ 257.69%
$74.88 - $91.97 $5.02K - $6.16K
93 $8K
TMO
Thermo Fisher Scientific Inc.

Healthcare
229
+ 24.44%
$390.26 - $489.06 $89.4K - $112K
1.17K $472K
TSCO
Tractor Supply CO

Consumer Cyclical
388
+ 6.31%
$47.86 - $55.77 $18.6K - $21.6K
6.53K $344K
PCAR
Paccar Inc

Industrials
78
+ 5.76%
$86.4 - $99.09 $6.74K - $7.73K
1.43K $136K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
90
+ 8.47%
$49.79 - $50.75 $4.48K - $4.57K
1.15K $58K
ZTS
Zoetis Inc.

Healthcare
53
+ 15.45%
$144.41 - $170.3 $7.65K - $9.03K
396 $61K
PFG
Principal Financial Group Inc

Financial Services
75
New
$69.56 - $86.19 $5.22K - $6.46K
75 $5K
SPG
Simon Property Group Inc

Real Estate
55
+ 7.15%
$140.37 - $171.44 $7.72K - $9.43K
824 $132K
DOCS
Doximity, Inc.

Healthcare
84
New
$50.71 - $61.34 $4.26K - $5.15K
84 $5K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
21
+ 13.82%
$421.16 - $509.5 $8.84K - $10.7K
173 $77K
IWS
Ishares Russell Midcap Value E

ETFs
37
New
$110.58 - $132.14 $4.09K - $4.89K
37 $4K
SJT
San Juan Basin Royalty Trust

Energy
593
New
$4.81 - $6.85 $2.85K - $4.06K
593 $3K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
49
New
$57.14 - $72.68 $2.8K - $3.56K
49 $3K
NOW
Service Now, Inc.

Technology
3
New
$721.65 - $1040.18 $2.16K - $3.12K
3 $3K
TXN
Texas Instruments Inc

Technology
16
+ 1.13%
N/A
1.44K $279K
SPOT
Spotify Technology S.A.

Communication Services
3
New
$503.3 - $775.9 $1.51K - $2.33K
3 $2K
Activity Summary
Buys All Purchases 239 New Holdings 48 Increased Positions 191 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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