Rosenberg Matthew Hamilton Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$398.8B

Holdings

823

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (823 positions)

StockValue
STNSTANTEC INC COM
$5.2M
BLVVANGUARD LONG-TERM BOND ETF
$5.2M
TTDTHE TRADE DESK INC COM CL A
$5.1M
BWXTBWX TECHNOLOGIES INC COM
$4.9M
MGYMAGNOLIA OIL & GAS CORP CL A
$4.8M
AVYAVERY DENNISON CORP COM
$4.8M
BIIBBIOGEN IDEC INC
$4.8M
USFDUS FOODS HLDG CORP COM
$4.8M
0VVBPARAMOUNT GLOBAL CLASS B COM
$4.7M
SGMLSIGMA LITHIUM CORPORATION COM
$4.7M
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$4.6M
CXCEMEX SAB DE CV SPON ADR NEW
$4.6M
BNDVANGUARD TOTAL BOND MARKET ETF
$4.4M
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$4.3M
HBANHUNTINGTON BANCSHARES INC COM
$4.3M
JDJD.COM INC SPON ADS CL A
$4.3M
ACMAECOM COM
$4.3M
XYLXYLEM INC COM
$4.2M
PAYCPAYCOM SOFTWARE INC COM
$4.2M
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$4.1M
CITCINTAS CORP COM
$4.1M
CSLCARLISLE COS INC COM
$4.1M
INGING GROEP N.V. SPONSORED ADR
$4.1M
PRPERMIAN RESOURCES CORP CLASS A COM
$4.0M
JPXAEROVIRONMENT INC COM
$3.9M
GPCGENUINE PARTS CO COM
$3.9M
HWMHOWMET AEROSPACE INC COM
$3.9M
DVNDEVON ENERGY CORP NEW COM
$3.7M
ANETARISTA NETWORKS INC COM SHS
$3.7M
NEMNEWMONT CORP COM
$3.6M
WF2WINTRUST FINL CORP COM
$3.5M
FDO.FMACYS INC COM
$3.4M
ENSENERSYS COM
$3.3M
LPLALPL FINL HLDGS INC COM
$3.3M
IPINTERNATIONAL PAPER CO COM
$3.3M
XHRXENIA HOTELS & RESORTS INC COM
$3.2M
WBAWALGREENS BOOTS ALLIANCE INC COM
$3.2M
CLSCELESTICA INC COM
$3.2M
STTSTATE STR CORP COM
$3.1M
LEALEAR CORP COM NEW
$3.1M
MARAMARA HOLDINGS INC COM
$3.0M
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$3.0M
IFRAISHARES U.S. INFRASTRUCTURE ETF
$2.9M
ADSKAUTODESK INC COM
$2.9M
ILMNILLUMINA INC COM
$2.9M
TIPISHARES TIPS BOND ETF
$2.8M
CNHICNH INDL N V SHS
$2.7M
KLACKLA CORP COM NEW
$2.7M
HUTHUT 8 CORP COM
$2.7M
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
$2.6M
CHRDCHORD ENERGY CORPORATION COM NEW
$2.6M
CLFCLEVELAND-CLIFFS INC NEW COM
$2.4M
HUBSHUBSPOT INC COM
$2.3M
VBVANGUARD SMALL-CAP ETF
$2.2M
IWRISHARES TR RUSSELL MIDCAP INDEX FD
$2.2M
CFGCITIZENS FINL GROUP INC COM
$2.2M
WRBBERKLEY W R CORP COM
$2.1M
MUNIPIMCO ETF TR INTER MUN BD STRATEGY FD
$2.1M
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
$2.1M
TRYBARINGS BDC INC COM
$2.0M
CCLCARNIVAL CORP PAIRED CTF
$2.0M
KNSLKINSALE CAP GROUP INC COM
$1.9M
IGSBISHARES 1-3 YR CREDIT BOND ETF
$1.9M
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
$1.9M
AMEAMETEK INC COM
$1.9M
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
$1.9M
OHIOMEGA HEALTHCARE INVS INC COM
$1.8M
IQVIQVIA HLDGS INC COM
$1.8M
TEXTEREX CORP NEW COM
$1.8M
AMTMAMENTUM HOLDINGS INC COM
$1.7M
OEFISHARES S&P 100 ETF
$1.6M
IIPRINNOVATIVE INDL PPTYS INC COM
$1.6M
NXRTNEXPOINT RESIDENTIAL TR INC COM
$1.6M
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C
$1.5M
NXTNEXTRACKER INC CLASS A COM
$1.5M
MPTMEDICAL PPTYS TRUST INC COM
$1.5M
BRBROADRIDGE FINL SOLUTIONS INC COM
$1.5M
A4SAMERIPRISE FINL INC COM
$1.5M
RUMRUMBLE INC COM CL A
$1.4M
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$1.4M
IWNISHARES RUSSELL 2000 VALUE ETF
$1.4M
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
$1.3M
ONON SEMICONDUCTOR CORP COM
$1.2M
DOXAMDOCS LTD SHS
$1.2M
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$1.1M
XIFRXPLR INFRASTRUCTURE LP COM UNIT PART IN
$1.1M
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
$954K
FWONALIBERTY MEDIA CORP DEL COM LBTY LIV S A
$941K
INDIINDIE SEMICONDUCTOR INC CLASS A COM
$712K
BHFBRIGHTHOUSE FINL INC COM
$696K
RELXRELX PLC SPONSORED ADR
$655K
ITTITT INC COM
$646K
BMBLBUMBLE INC COM CL A
$603K
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR
$522K
ETRENTERGY CORP NEW COM
$513K
PLLPIEDMONT LITHIUM INC COM
$491K
INSWINTERNATIONAL SEAWAYS INC COM
$465K
MLIMUELLER INDS INC COM
$457K
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$448K
RHCRH PLC ORD
$440K
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