Rosenberg Matthew Hamilton Portfolio Holdings
Rosenberg Matthew Hamilton
- $396 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 823
- Current Value $396 Million
- Prior Value $382 Million
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 43 stocks
- Additional Purchases 186 stocks
- Sold out of 1 stocks
- Reduced holdings in 113 stocks