Rosenberg Matthew Hamilton Incresed Positions in Q2 2025

Rosenberg Matthew Hamilton

  • $426 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12
+ 1.25%
$58.41 - $72.69 $701 - $872
970 $70K
SYY
Sysco Corp

Consumer Defensive
90
+ 4.84%
$68.0 - $75.91 $6.12K - $6.83K
1.95K $147K
VTV
Vanguard Value ETF

ETFs
41
+ 29.29%
$153.67 - $176.74 $6.3K - $7.25K
181 $31K
IWR
Ishares Russell Mid Cap ETF

ETFs
67
+ 257.69%
$74.88 - $91.97 $5.02K - $6.16K
93 $8K
TSCO
Tractor Supply CO

Consumer Cyclical
388
+ 6.31%
$47.86 - $55.77 $18.6K - $21.6K
6.53K $344K
TMO
Thermo Fisher Scientific Inc.

Healthcare
229
+ 24.44%
$390.26 - $489.06 $89.4K - $112K
1.17K $472K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
157
+ 506.45%
$35.3 - $37.51 $5.54K - $5.89K
188 $7K
SPG
Simon Property Group Inc

Real Estate
55
+ 7.15%
$140.37 - $171.44 $7.72K - $9.43K
824 $132K
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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
21
+ 13.82%
$421.16 - $509.5 $8.84K - $10.7K
173 $77K
TXN
Texas Instruments Inc

Technology
16
+ 1.13%
N/A
1.44K $279K
YUM
Yum Brands Inc

Consumer Cyclical
48
+ 8.47%
$138.36 - $161.45 $6.64K - $7.75K
615 $91K
WTRG
Essential Utilities, Inc.

Utilities
52
+ 1733.33%
$36.92 - $41.39 $1.92K - $2.15K
55 $2K
VTWO
Vanguard Russell 2000 ETF

ETFs
4
+ 1.34%
$70.56 - $87.22 $282 - $349
303 $26K
FAST
Fastenal CO

Industrials
143
+ 100.0%
$40.65 - $83.16 $5.81K - $11.9K
286 $12K
ABBV
Abb Vie Inc.

Healthcare
450
+ 13.09%
$170.16 - $206.27 $76.6K - $92.8K
3.89K $721K
OEF
Ishares S&P 100 ETF

ETFs
5
+ 83.33%
N/A
11 $2K
Jpmorgan High Yield Municipal ETF
1.11K
+ 35.39%
N/A
4.24K $0
Ishares High Yield Muni Active ETF
1.64K
+ 450.41%
N/A
2K $0
Blackrock Inc Com
11
+ 3.55%
N/A
321 $0
Wk Kellogg CO Com Shs
2.01K
+ 594.1%
N/A
2.35K $0
ED
Consolidated Edison Inc

Utilities
166
+ 9.83%
$98.05 - $113.3 $16.3K - $18.8K
1.85K $186K
Arista Networks Inc Com Shs
146
+ 304.17%
N/A
194 $0
CGMS
Capital Grp Core Plus Income E
754
+ 1061.97%
N/A
825 $0
Lam Research Corp Com New
120
+ 16.02%
N/A
869 $0
America Movil Sab De Cv Spon Ads Rp Cl B
213
+ 70.53%
N/A
515 $0
Amentum Holdings Inc Com
5
+ 5.32%
N/A
99 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.52K
+ 76.99%
N/A
3.5K $0
GRMN
Garmin LTD

Technology
13
+ 2.6%
$173.63 - $218.07 $2.26K - $2.83K
513 $107K
MDT
Medtronic PLC

Healthcare
29
+ 2.83%
$80.68 - $88.86 $2.34K - $2.58K
1.05K $91K
BDX
Becton Dickinson & CO

Healthcare
52
+ 25.12%
$165.15 - $226.42 $8.59K - $11.8K
259 $44K
ACN
Accenture PLC

Technology
2
+ 0.32%
$279.23 - $323.21 $558 - $646
628 $187K
LLY
Eli Lilly & CO

Healthcare
24
+ 3.74%
$713.71 - $898.95 $17.1K - $21.6K
666 $519K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.38K
+ 1400.0%
$87.84 - $1441.89 $209K - $3.43M
2.55K $229K
SHEL
Shell PLC

Energy
112
+ 1.26%
$59.75 - $73.05 $6.69K - $8.18K
9.03K $635K
KHC
Kraft Heinz CO

Consumer Defensive
57
+ 1.28%
$25.61 - $30.81 $1.46K - $1.76K
4.5K $116K
CVX
Chevron Corp

Energy
574
+ 12.22%
$133.73 - $168.51 $76.8K - $96.7K
5.27K $755K
OKE
Oneok Inc

Energy
425
+ 10.32%
$78.71 - $100.37 $33.5K - $42.7K
4.54K $370K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 1.5%
$483.48 - $539.8 $13.5K - $15.1K
1.89K $917K
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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