Rosenberg Matthew Hamilton has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $458 Million distributed in 804 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 $62.5M, Vanguard Total Stock Market Et with a value of $47.9M, Jp Morgan ETF Tr Ultra Short I with a value of $33.4M, Vanguard Intermediate Term Cor with a value of $32.7M, and Vanguard Bd Index Fd Inc Inter with a value of $29.2M.
Examining the 13F form we can see an increase of $32.1M in the current position value, from $426M to 458M.
Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.
Portfolio value
$458 Million
ETFs: $368 Million
Technology: $21.4 Million
Financial Services: $11.9 Million
Energy: $9.51 Million
Consumer Cyclical: $8.55 Million
Industrials: $8.44 Million
Healthcare: $8.19 Million
Communication Services: $7.79 Million
Other: $14.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
