Rosenberg Matthew Hamilton has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $426 Million distributed in 833 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 $58.7M, Vanguard Total Stock Market Et with a value of $47.5M, Jp Morgan ETF Tr Ultra Short I with a value of $30.7M, Vanguard Bd Index Fd Inc Inter with a value of $29M, and Vanguard Intermediate Term Cor with a value of $26M.
Examining the 13F form we can see an increase of $30.1M in the current position value, from $396M to 426M.
Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.
Portfolio value
$426 Million
ETFs: $340 Million
Technology: $18.8 Million
Financial Services: $11.1 Million
Energy: $9.04 Million
Consumer Cyclical: $8.36 Million
Healthcare: $8.17 Million
Industrials: $8.06 Million
Communication Services: $6.94 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
