Rosenberg Matthew Hamilton has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $396 Million distributed in 823 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $46.6M, Vanguard Total Stock Market Et with a value of $41.4M, Jp Morgan ETF Tr Ultra Short I with a value of $33.4M, Vanguard Bd Index Fd Inc Inter with a value of $30.8M, and Vanguard Intermediate Term Cor with a value of $25.8M.
Examining the 13F form we can see an increase of $13.6M in the current position value, from $382M to 396M.
Also it can be appreciated an additional of 43 stocks purchases and 1 closed positions.
Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.
Portfolio value
$396 Million
ETFs: $320 Million
Technology: $15.6 Million
Financial Services: $9.79 Million
Energy: $9.36 Million
Healthcare: $7.88 Million
Consumer Cyclical: $7.18 Million
Industrials: $6.59 Million
Consumer Defensive: $5.78 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
