Rosenberg Matthew Hamilton Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$462.6B

Holdings

803

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (803 positions)

#StockSharesValue% PortfolioType
101
LMTLOCKHEED MARTIN CORP COM
853$425.8M0.09%
102
AXPAMERICAN EXPRESS CO COM
1,279$424.8M0.09%
103
NDAQNASDAQ INC COM
4,785$423.2M0.09%
104
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
9,412$419.5M0.09%
105
MRKMERCK & CO INC
4,993$419.1M0.09%
106
CSCOCISCO SYS INC COM
6,088$416.5M0.09%
107
MARMARRIOTT INTL INC NEW CL A
1,598$416.2M0.09%
108
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
1,862$413.7M0.09%
109
MINTPIMCO ENHANCED SHORT MATURITY ETF
4,046$407.4M0.09%
110
THCTENET HEALTHCARE CORP COM NEW
2,000$406.1M0.09%
111
IXNISHARES GLOBAL TECH ETF
3,856$398.0M0.09%
112
TAT&T INC COM
13,921$393.1M0.08%
113
SCCOSOUTHERN COPPER CORP COM
3,220$390.8M0.08%
114
IAU*ISHARES GOLD TRUST
5,250$382.0M0.08%
115
TSCOTRACTOR SUPPLY CO COM
6,625$376.8M0.08%
116
4I1PHILIP MORRIS INTL INC COM
2,322$376.6M0.08%
117
DUKDUKE ENERGY CORP NEW COM NEW
3,040$376.2M0.08%
118
BLKBLACKROCK INC COM
321$374.2M0.08%
119
BABOEING CO COM
1,730$373.4M0.08%
120
VGTVANGUARD INFORMATION TECHNOLOGY ETF
500$373.3M0.08%
121
VOOVANGUARD S&P 500 ETF
607$371.7M0.08%
122
HCAHCA HEALTHCARE INC COM
866$369.1M0.08%
123
TMTOYOTA MOTOR CORP ADS
1,886$360.4M0.08%
124
WFCWELLS FARGO CO NEW COM
4,278$358.6M0.08%
125
TJXTJX COS INC NEW COM
2,437$352.2M0.08%
126
AMGNAMGEN INC COM
1,248$352.2M0.08%
127
SAPSAP SE SPON ADR
1,294$345.8M0.07%
128
KMIKINDER MORGAN INC DEL COM
12,095$342.4M0.07%
129
EOGEOG RES INC COM
3,018$338.4M0.07%
130
INTUINTUIT COM
494$337.4M0.07%
131
BKRBAKER HUGHES COMPANY CL A
6,794$331.0M0.07%
132
COFCAPITAL ONE FINL CORP COM
1,551$329.7M0.07%
133
BPBP PLC SPONSORED ADR
9,548$329.0M0.07%
134
XLKTECHNOLOGY SELECT SECTOR SPDR
1,167$328.9M0.07%
135
IVLUISHARES MSCI INTL VALUE FACTOR ETF
9,160$325.0M0.07%
136
UNPUNION PAC CORP COM
1,367$323.1M0.07%
137
SOFISOFI TECHNOLOGIES INC COM
12,026$317.7M0.07%
138
ASMLASML HOLDING N V N Y REGISTRY SHS
328$317.5M0.07%
139
SBUXSTARBUCKS CORP COM
3,750$317.3M0.07%
140
SHMSTATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
6,552$315.9M0.07%
141
SOXXISHARES SEMICONDUCTOR ETF
1,163$315.3M0.07%
142
AMDADVANCED MICRO DEVICES INC COM
1,936$313.2M0.07%
143
KKRKKR & CO INC COM
2,372$308.2M0.07%
144
AGGISHARES AGGREGATE BOND ETF
3,069$307.7M0.07%
145
QCOMQUALCOMM INC COM
1,827$303.9M0.07%
146
OKEONEOK INC NEW COM
4,119$300.6M0.06%
147
NEENEXTERA ENERGY INC COM
3,942$297.6M0.06%
148
IVVISHARES S&P 500 INDEX
442$295.8M0.06%
149
IBNICICI BANK LIMITED ADR
9,633$291.2M0.06%
150
PEGPUBLIC SVC ENTERPRISE GRP INC COM
3,487$291.0M0.06%
151
LAMRLAMAR ADVERTISING CO NEW CL A
2,371$290.3M0.06%
152
XELXCEL ENERGY INC COM
3,551$286.4M0.06%
153
USMVISHARES MSCI USA MIN VOL FACTOR ETF
3,006$286.0M0.06%
154
HONHONEYWELL INTL INC COM
1,358$285.9M0.06%
155
SONYSONY GROUP CORP SPONSORED ADR
9,844$283.4M0.06%
156
ABTABBOTT LABS COM
2,112$282.9M0.06%
157
CAHCARDINAL HEALTH INC COM
1,802$282.8M0.06%
158
FENYFIDELITY MSCI ENERGY INDEX ETF
11,394$281.7M0.06%
159
GILDGILEAD SCIENCES INC COM
2,522$280.0M0.06%
160
EAELECTRONIC ARTS INC COM
1,387$279.8M0.06%
161
PLDPROLOGIS INC. COM
2,416$276.7M0.06%
162
HIMUISHARES HIGH YIELD MUNI ACTIVE ETF
5,607$275.8M0.06%
163
ORLYOREILLY AUTOMOTIVE INC COM
2,550$274.9M0.06%
164
NOCNORTHROP GRUMMAN CORP COM
448$273.0M0.06%
165
IBITISHARES BITCOIN TRUST ETF
4,191$272.4M0.06%
166
LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
6,572$270.8M0.06%
167
IYEISHARES U.S. ENERGY ETF
5,546$263.5M0.06%
168
NUENUCOR CORP COM
1,942$263.0M0.06%
169
LOGILOGITECH INTL S A SHS
2,339$256.5M0.06%
170
ULUNILEVER PLC SPON ADR NEW
4,324$256.3M0.06%
171
EMREMERSON ELEC CO COM
1,940$254.5M0.06%
172
SYKSTRYKER CORPORATION COM
678$250.6M0.05%
173
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
2,434$250.4M0.05%
174
AFLAFLAC INC COM
2,223$248.3M0.05%
175
AZNASTRAZENECA PLC SPONSORED ADR
3,214$246.6M0.05%
176
KRKROGER CO COM
3,654$246.3M0.05%
177
SHWSHERWIN WILLIAMS CO COM
709$245.5M0.05%
178
BKBANK NEW YORK MELLON CORP COM
2,215$241.3M0.05%
179
IJRISHARES CORE S&P SMALL CAP ETF
2,025$240.6M0.05%
180
QUALISHARES MSCI USA QUALITY FACTOR ETF
1,235$240.2M0.05%
181
NTESNETEASE INC SPONSORED ADS
1,572$238.9M0.05%
182
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF
2,886$236.5M0.05%
183
PHPARKER-HANNIFIN CORP COM
310$235.0M0.05%
184
BOXBOX INC CL A
7,204$232.5M0.05%
185
GDGENERAL DYNAMICS CORP COM
679$231.5M0.05%
186
TXNTEXAS INSTRS INC COM
1,247$229.1M0.05%
187
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
1,930$228.5M0.05%
188
NKENIKE INC CL B
3,235$225.6M0.05%
189
TTENTOTALENERGIES SE SPONSORED ADS
3,766$224.8M0.05%
190
FNCLFIDELITY MSCI FINANCIALS INDEX ETF
2,928$223.5M0.05%
191
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
2,219$221.5M0.05%
192
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
3,110$220.7M0.05%
193
IJHISHARES CORE S&P MID CAP ETF
3,370$219.9M0.05%
194
IGMISHARES EXPANDED TECH SECTOR ETF
1,722$216.9M0.05%
195
CMGCHIPOTLE MEXICAN GRILL INC COM
5,500$215.5M0.05%
196
JMHIJPMORGAN HIGH YIELD MUNICIPAL ETF
4,239$214.0M0.05%
197
GMGENERAL MTRS CO COM
3,467$211.4M0.05%
198
VMCVULCAN MATLS CO COM
685$210.7M0.05%
199
CEGCONSTELLATION ENERGY CORP COM
637$209.6M0.05%
200
SYYSYSCO CORP COM
2,514$207.0M0.04%
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