Rosenberg Matthew Hamilton Incresed Positions in Q1 2025

Rosenberg Matthew Hamilton

  • $396 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MAA
Mid America Apartment Communities Inc.

Real Estate
2
+ 0.29%
$146.9 - $170.92 $294 - $342
700 $117K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.02K
+ 3.32%
$30.73 - $32.26 $31.5K - $33K
31.8K $978K
PLTR
Palantir Technologies Inc.

Technology
68
+ 18.48%
$64.98 - $124.62 $4.42K - $8.47K
436 $36K
ZTS
Zoetis Inc.

Healthcare
44
+ 14.72%
$156.48 - $175.67 $6.89K - $7.73K
343 $56K
SCCO
Southern Copper Corp

Basic Materials
43
+ 2.25%
$85.92 - $101.48 $3.69K - $4.36K
1.96K $182K
ASML
Asml Holding Nv

Technology
26
+ 7.93%
$662.63 - $776.99 $17.2K - $20.2K
354 $234K
WEC
Wec Energy Group, Inc.

Utilities
22
+ 9.57%
$92.12 - $108.98 $2.03K - $2.4K
252 $27K
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.29%
$85.68 - $97.5 $428 - $488
1.73K $162K
PGR
Progressive Corp

Financial Services
2
+ 1.79%
$235.61 - $291.22 $471 - $582
114 $32K
SHV
Ishares Tr

ETFs
19
+ 0.2%
$110.11 - $110.51 $2.09K - $2.1K
9.31K $1.03M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
91
+ 9.25%
$44.68 - $46.49 $4.07K - $4.23K
1.08K $49K
XLF
Financial Sector Spdr

ETFs
76
+ 12.48%
$47.32 - $52.19 $3.6K - $3.97K
685 $34K
CNC
Centene Corp

Healthcare
80
+ 102.56%
$55.93 - $65.89 $4.47K - $5.27K
158 $9K
DGX
Quest Diagnostics Inc

Healthcare
32
+ 40.0%
N/A
112 $15K
PEAK
Healthpeak Properties, Inc.

Real Estate
187
+ 53.43%
N/A
537 $10K
TFC
Truist Financial Corp

Financial Services
130
+ 24.16%
$39.48 - $48.15 $5.13K - $6.26K
668 $27K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
136
+ 3.4%
$21.77 - $22.56 $2.96K - $3.07K
4.13K $92K
FAST
Fastenal CO

Industrials
39
+ 37.5%
$71.11 - $79.98 $2.77K - $3.12K
143 $11K
NDAQ
Nasdaq, Inc.

Financial Services
129
+ 2.71%
$72.17 - $83.76 $9.31K - $10.8K
4.89K $370K
IEV
Ishares Tr Europe ETF

ETFs
28
+ 8.02%
$51.89 - $60.68 $1.45K - $1.7K
377 $21K
PSA
Public Storage

Real Estate
12
+ 3.26%
$288.99 - $313.98 $3.47K - $3.77K
380 $113K
RSP
Invesco S&P 500 Equal Weight E

ETFs
61
+ 1.57%
$169.43 - $182.84 $10.3K - $11.2K
3.95K $684K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
23
+ 15.03%
$114.57 - $118.14 $2.64K - $2.72K
176 $20K
WAT
Waters Corp

Healthcare
12
+ 3.45%
$362.16 - $417.28 $4.35K - $5.01K
360 $132K
WSO
Watsco Inc

Industrials
3
+ 8.57%
$463.86 - $530.75 $1.39K - $1.59K
38 $19K
ABC
Amerisourcebergen Corp

Healthcare
16
+ 57.14%
N/A
44 $8K
SUI
Sun Communities Inc

Real Estate
1
+ 0.3%
$120.53 - $136.43 $121 - $136
333 $42K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.26%
$283.24 - $338.07 $283 - $338
382 $112K
OTIS
Otis Worldwide Corp

Industrials
2
+ 1.9%
$90.77 - $104.01 $182 - $208
107 $11K
WRB
Berkley W R Corp

Financial Services
6
+ 25.0%
$56.7 - $71.27 $340 - $428
30 $2K
IEF
Ishares Barclays

ETFs
6
+ 6.52%
$91.17 - $95.39 $547 - $572
98 $9K
IBKR
Interactive Brokers Group, Inc.

Financial Services
26
+ 9.29%
$161.03 - $235.53 $4.19K - $6.12K
306 $50K
RIO
Rio Tinto PLC

Basic Materials
3
+ 1.28%
$58.19 - $64.29 $175 - $193
238 $14K
AVB
Avalonbay Communities Inc

Real Estate
9
+ 5.45%
$207.86 - $228.08 $1.87K - $2.05K
174 $37K
Ferguson Enterprises Inc Common Stock New
2
+ 0.37%
N/A
537 $0
Ge Healthcare Technologies Inc Common Stock
184
+ 25.88%
N/A
895 $0
Lam Research Corp Com New
129
+ 20.81%
N/A
749 $0
MTB
M&T Bank Corp

Financial Services
1
+ 2.44%
$170.47 - $201.98 $170 - $202
42 $7K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
36
+ 4.84%
$175.5 - $209.86 $6.32K - $7.55K
780 $141K
Nebius Group N.V. Shs Class A
267
+ 26700.0%
N/A
268 $0
CHRD
Oasis Petroleum Inc.

Energy
1
+ 4.55%
$101.34 - $127.78 $101 - $128
23 $2K
Te Connectivity PLC Ord Shs
1
+ 0.54%
N/A
186 $0
FMIL
Fidelity Covington Tr New Mill
1.74K
+ 185.7%
N/A
2.68K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
496
+ 33.49%
N/A
1.98K $0
Ge Vernova Inc Com
167
+ 102.45%
N/A
330 $0
Blackrock Inc Com
2
+ 0.65%
N/A
310 $0
PH
Parker Hannifin Corp

Industrials
10
+ 4.0%
$591.65 - $707.05 $5.92K - $7.07K
260 $158K
NEE
Nextera Energy Inc

Utilities
29
+ 0.9%
$66.96 - $76.16 $1.94K - $2.21K
3.26K $230K
USB
Us Bancorp \De\

Financial Services
117
+ 10.07%
$40.92 - $50.9 $4.79K - $5.96K
1.28K $53K
Activity Summary
Buys All Purchases 229 New Holdings 43 Increased Positions 186 Sells All Sells 114 Reductions 113 Sold out 1 Options Calls 0 Puts 0
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