Rosenberg Matthew Hamilton has filed its 13F form on January 02, 2026 for Q4 2025 where it was disclosed a total value porftolio of $473 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 $64.5M, Vanguard Total Stock Market Et with a value of $47.5M, Vanguard Intermediate Term Cor with a value of $37.4M, Jp Morgan ETF Tr Ultra Short I with a value of $35.2M, and Vanguard Bd Index Fd Inc Inter with a value of $29M.
Examining the 13F form we can see an increase of $15M in the current position value, from $458M to 473M.
Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.
Portfolio value
$473 Million
ETFs: $382 Million
Technology: $21.5 Million
Financial Services: $11.9 Million
Energy: $9.52 Million
Healthcare: $9.03 Million
Industrials: $8.43 Million
Consumer Cyclical: $8.42 Million
Communication Services: $7.93 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
