Rosenberg Matthew Hamilton Portfolio Holdings
Rosenberg Matthew Hamilton
- $473 Million
- Q4 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 804
- Current Value $473 Million
- Prior Value $458 Million
- Filing
- Period Q4 2025
- Filing Date January 02, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 27 stocks
- Additional Purchases 164 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks