James Hambro & Partners LLP Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$2.8T
Holdings
55
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 787,570 | $247.1B | 8.83% | |
| 2 | JPMJPMORGAN CHASE & CO. | 691,262 | $222.8B | 7.96% | |
| 3 | APHAMPHENOL CORP NEW | 1,564,098 | $211.4B | 7.55% | |
| 4 | MSFTMICROSOFT CORP | 418,899 | $202.6B | 7.24% | |
| 5 | AMZNAMAZON COM INC | 748,881 | $172.9B | 6.18% | |
| 6 | VVISA INC | 463,888 | $162.8B | 5.82% | |
| 7 | TMOTHERMO FISHER SCIENTIFIC INC | 241,339 | $139.9B | 5.00% | |
| 8 | NVDANVIDIA CORPORATION | 745,120 | $139.0B | 4.96% | |
| 9 | ISRGINTUITIVE SURGICAL INC | 239,066 | $135.4B | 4.84% | |
| 10 | AMEAMETEK INC | 608,755 | $125.0B | 4.47% | |
| 11 | PGRPROGRESSIVE CORP | 522,219 | $118.9B | 4.25% | |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 721,288 | $116.8B | 4.17% | |
| 13 | SPGIS&P GLOBAL INC | 202,269 | $105.7B | 3.78% | |
| 14 | TJXTJX COS INC NEW | 684,826 | $105.2B | 3.76% | |
| 15 | MCKMCKESSON CORP | 120,915 | $99.2B | 3.54% | |
| 16 | KOCOCA COLA CO | 1,382,448 | $96.7B | 3.45% | |
| 17 | MLB1MERCADOLIBRE INC | 45,510 | $91.7B | 3.28% | |
| 18 | BNBROOKFIELD CORP | 1,985,354 | $91.1B | 3.26% | |
| 19 | TXNTEXAS INSTRS INC | 490,948 | $85.2B | 3.04% | |
| 20 | EMREMERSON ELEC CO | 206,591 | $27.4B | 0.98% | |
| 21 | GQ9SPDR GOLD TR | 60,438 | $24.0B | 0.86% | |
| 22 | DHRDANAHER CORPORATION | 83,768 | $19.2B | 0.69% | |
| 23 | IBMINTERNATIONAL BUSINESS MACHS | 50,618 | $15.0B | 0.54% | |
| 24 | GOOGLALPHABET INC | 36,747 | $11.5B | 0.41% | |
| 25 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 17,431 | $5.3B | 0.19% | |
| 26 | AAXJISHARES TR | 47,559 | $4.4B | 0.16% | |
| 27 | CVXCHEVRON CORP NEW | 24,800 | $3.8B | 0.14% | |
| 28 | MAMASTERCARD INCORPORATED | 4,462 | $2.5B | 0.09% | |
| 29 | PLDPROLOGIS INC. | 15,364 | $2.0B | 0.07% | |
| 30 | QALTSEI EXCHANGE TRADED FUNDS | 52,283 | $1.3B | 0.05% | |
| 31 | IXNISHARES TR | 11,450 | $1.2B | 0.04% | |
| 32 | FERGFERGUSON ENTERPRISES INC | 5,357 | $1.2B | 0.04% | |
| 33 | DISDISNEY WALT CO | 9,486 | $1.1B | 0.04% | |
| 34 | WMTWALMART INC | 9,372 | $1.0B | 0.04% | |
| 35 | ORCLORACLE CORP | 3,833 | $747.0M | 0.03% | |
| 36 | MRSHMARSH & MCLENNAN COS INC | 3,928 | $728.0M | 0.03% | |
| 37 | SPYSPDR S&P 500 ETF TR | 1,040 | $709.0M | 0.03% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,395 | $701.0M | 0.03% | |
| 39 | AAPLAPPLE INC | 2,370 | $644.0M | 0.02% | |
| 40 | VHTVANGUARD WORLD FD | 1,930 | $555.0M | 0.02% | |
| 41 | SYYSYSCO CORP | 7,000 | $515.0M | 0.02% | |
| 42 | NOCNORTHROP GRUMMAN CORP | 897 | $511.0M | 0.02% | |
| 43 | ABBVABBVIE INC | 1,655 | $378.0M | 0.01% | |
| 44 | WFCWELLS FARGO CO NEW | 4,019 | $374.0M | 0.01% | |
| 45 | XELXCEL ENERGY INC | 5,075 | $374.0M | 0.01% | |
| 46 | LLYELI LILLY & CO | 302 | $324.0M | 0.01% | |
| 47 | JNJJOHNSON & JOHNSON | 1,466 | $303.0M | 0.01% | |
| 48 | BACBANK AMERICA CORP | 5,357 | $294.0M | 0.01% | |
| 49 | PODDINSULET CORP | 915 | $260.0M | 0.01% | |
| 50 | HDHOME DEPOT INC | 750 | $258.0M | 0.01% | |
| 51 | ABTABBOTT LABS | 2,050 | $256.0M | 0.01% | |
| 52 | IRMIRON MTN INC DEL | 2,972 | $246.0M | 0.01% | |
| 53 | COSTCOSTCO WHSL CORP NEW | 280 | $241.0M | 0.01% | |
| 54 | PEPPEPSICO INC | 1,407 | $201.0M | 0.01% | |
| 55 | LYGLLOYDS BANKING GROUP PLC | 13,473 | $71.0M | 0.00% |