James Hambro & Partners LLP Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$2.4T
Holdings
54
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO. | 733,452 | $179.9B | 7.50% | |
| 2 | VVISA INC | 470,691 | $164.9B | 6.88% | |
| 3 | PGRPROGRESSIVE CORP | 512,464 | $145.1B | 6.05% | |
| 4 | MSFTMICROSOFT CORP | 377,153 | $141.4B | 5.90% | |
| 5 | GOOGALPHABET INC | 887,368 | $138.5B | 5.78% | |
| 6 | APHAMPHENOL CORP NEW | 2,052,766 | $134.7B | 5.62% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 770,387 | $132.9B | 5.54% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 245,642 | $128.6B | 5.37% | |
| 9 | AMZNAMAZON COM INC | 635,743 | $121.0B | 5.05% | |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 234,423 | $116.7B | 4.87% | |
| 11 | SPGIS&P GLOBAL INC | 223,198 | $113.4B | 4.73% | |
| 12 | AMEAMETEK INC | 645,499 | $111.1B | 4.63% | |
| 13 | ISRGINTUITIVE SURGICAL INC | 224,066 | $111.0B | 4.63% | |
| 14 | KOCOCA COLA CO | 1,351,806 | $96.8B | 4.04% | |
| 15 | TJXTJX COS INC NEW | 781,045 | $95.1B | 3.97% | |
| 16 | TXNTEXAS INSTRS INC | 513,247 | $92.3B | 3.85% | |
| 17 | UNPUNION PAC CORP | 382,992 | $90.5B | 3.77% | |
| 18 | SNPSSYNOPSYS INC | 204,580 | $87.7B | 3.66% | |
| 19 | ENQENTEGRIS INC | 786,491 | $68.9B | 2.87% | |
| 20 | DHRDANAHER CORPORATION | 295,712 | $60.6B | 2.53% | |
| 21 | GQ9SPDR GOLD TR | 57,928 | $16.7B | 0.70% | |
| 22 | IBMINTERNATIONAL BUSINESS MACHS | 63,303 | $15.7B | 0.66% | |
| 23 | GOOGLALPHABET INC | 42,824 | $6.6B | 0.28% | |
| 24 | AAXJISHARES TR | 37,350 | $2.8B | 0.12% | |
| 25 | IRMIRON MTN INC DEL | 30,612 | $2.6B | 0.11% | |
| 26 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,666 | $2.6B | 0.11% | |
| 27 | MAMASTERCARD INCORPORATED | 3,511 | $1.9B | 0.08% | |
| 28 | CPCANADIAN PACIFIC KANSAS CITY | 19,315 | $1.4B | 0.06% | |
| 29 | VHTVANGUARD WORLD FD | 4,465 | $1.2B | 0.05% | |
| 30 | NVONOVO-NORDISK A S | 16,090 | $1.1B | 0.05% | |
| 31 | PLDPROLOGIS INC. | 9,895 | $1.1B | 0.05% | |
| 32 | AAPLAPPLE INC | 4,704 | $1.0B | 0.04% | |
| 33 | FERGFERGUSON ENTERPRISES INC | 6,311 | $1.0B | 0.04% | |
| 34 | IXNISHARES TR | 13,050 | $987.8M | 0.04% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,639 | $874.0M | 0.04% | |
| 36 | WMTWALMART INC | 9,372 | $823.2M | 0.03% | |
| 37 | CVXCHEVRON CORP NEW | 4,800 | $803.5M | 0.03% | |
| 38 | INTUINTUIT | 1,270 | $779.6M | 0.03% | |
| 39 | MRSHMARSH & MCLENNAN COS INC | 2,811 | $686.0M | 0.03% | |
| 40 | NVDANVIDIA CORPORATION | 5,640 | $613.4M | 0.03% | |
| 41 | WTWWILLIS TOWERS WATSON PLC LTD | 1,678 | $567.0M | 0.02% | |
| 42 | SYYSYSCO CORP | 7,000 | $525.5M | 0.02% | |
| 43 | NOCNORTHROP GRUMMAN CORP | 1,017 | $520.5M | 0.02% | |
| 44 | JNJJOHNSON & JOHNSON | 2,838 | $470.8M | 0.02% | |
| 45 | SPYSPDR S&P 500 ETF TR | 738 | $412.6M | 0.02% | |
| 46 | XELXCEL ENERGY INC | 5,400 | $382.2M | 0.02% | |
| 47 | ABBVABBVIE INC | 1,750 | $366.7M | 0.02% | |
| 48 | HDHOME DEPOT INC | 900 | $329.8M | 0.01% | |
| 49 | WFCWELLS FARGO CO NEW | 4,019 | $288.5M | 0.01% | |
| 50 | LLYELI LILLY & CO | 340 | $280.7M | 0.01% | |
| 51 | ABTABBOTT LABS | 2,050 | $271.9M | 0.01% | |
| 52 | PODDINSULET CORP | 915 | $240.2M | 0.01% | |
| 53 | BACBANK AMERICA CORP | 5,357 | $223.7M | 0.01% | |
| 54 | ACNACCENTURE PLC IRELAND | 697 | $217.6M | 0.01% |