Sponsored

The Analysis of James Hambro & Partners LLP's Holdings & P&L

Currently, James Hambro & Partners LLP holds 57 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in N/A (+1.2M shares, valued at $73.1M), EMR (+276.8K shares, valued at $36.3M), BDX (+193.7K shares, valued at $30.4M); decreased their positions in MELI (-28.6K shares, valued at $49.5M), TJX (-245.8K shares, valued at $39.3M), N/A (-66.4K shares, valued at $19.0M); initiated new positions in N/A (+1.2M shares, valued at $73.1M), BDX (+193.7K shares, valued at $30.4M), TIP (+8.0K shares, valued at $881.2K).

1M P&L

-10.2M-0.42%

3M P&L

+26.6M+1.11%

HY P&L

-7.6M-0.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors242.0M

10.7%

2Banks - Diversified196.2M

8.7%

3Internet Retail193.0M

8.5%

Top Industries by Stock Count

1N/A7 stocks

13.7%

2Banks - Diversified3 stocks

5.9%

3Semiconductors3 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC721.2K shares-8.42%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO664.9K shares-3.82%2026-03-312026-04-22

APH AMPHENOL CORP1.4M shares-9.19%2026-03-312026-04-22

AMZN AMAZON COM INC786.6K shares5.04%2026-03-312026-04-22

MSFT MICROSOFT CORP426.7K shares1.87%2026-03-312026-04-22

NVDA NVIDIA CORPORATION803.6K shares7.85%2026-03-312026-04-22

V VISA INC454.0K shares-2.14%2026-03-312026-04-22

AME AMETEK INC583.4K shares-4.17%2026-03-312026-04-22

Sponsored

TMO THERMO FISHER SCIENTIFIC INC240.7K shares-0.26%2026-03-312026-04-22

MCK MCKESSON CORP130.4K shares7.85%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN686.5K shares-4.83%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC233.2K shares-2.43%2026-03-312026-04-22

PGR PROGRESSIVE CORP498.3K shares-4.58%2026-03-312026-04-22

KO COCA COLA CO1.3M shares-6.36%2026-03-312026-04-22

TXN TEXAS INSTRS INC494.7K shares0.77%2026-03-312026-04-22

BN BROOKFIELD CORP2.1M shares4.01%2026-03-312026-04-22

Sponsored

SPGI S&P GLOBAL INC179.8K shares-11.09%2026-03-312026-04-22

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC1.2M sharesnew addition2026-03-312026-04-22

TJX TJX COS INC NEW439.0K shares-35.90%2026-03-312026-04-22

EMR EMERSON ELEC CO483.4K shares134.00%2026-03-312026-04-22

BDX BECTON DICKINSON & CO193.7K sharesnew addition2026-03-312026-04-22

MELI MERCADOLIBRE INC16.9K shares-62.91%2026-03-312026-04-22

GLD SPDR GOLD TR53.2K shares-11.99%2026-03-312026-04-22

ALPHABET INC ALPHABET INC34.8K shares-5.24%2026-03-312026-04-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS35.7K shares-29.50%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC17.5K shares0.21%2026-03-312026-04-22

AAXJ ISHARES TR57.3K shares20.41%2026-03-312026-04-22

CVX CHEVRON CORPORATION25.3K shares2.02%2026-03-312026-04-22

PLD PROLOGIS INC.17.6K shares14.75%2026-03-312026-04-22

MA MASTERCARD INCORPORATED4.6K shares2.98%2026-03-312026-04-22

IXN ISHARES TR13.4K shares17.25%2026-03-312026-04-22

QALT SEI EXCHANGE TRADED FUNDS52.3K shares0.00%2026-03-312026-04-22

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC5.5K shares2.03%2026-03-312026-04-22

DHR DANAHER CORP DEL6.3K shares-92.46%2026-03-312026-04-22

WMT WALMART INC9.4K shares0.00%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares32.54%2026-03-312026-04-22

TIP ISHARES TR8.0K sharesnew addition2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP1.0K shares16.39%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC3.9K shares-1.83%2026-03-312026-04-22

AAPL APPLE INC2.4K shares2.95%2026-03-312026-04-22

Sponsored

VHT VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-04-22

SYY SYSCO CORP7.0K shares0.00%2026-03-312026-04-22

ABBV ABBVIE INC2.1K shares26.28%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON1.7K shares16.58%2026-03-312026-04-22

LLY ELI LILLY & CO446 shares47.68%2026-03-312026-04-22

WFC WELLS FARGO & CO4.0K shares0.00%2026-03-312026-04-22

IRM IRON MTN INC DEL3.0K shares0.00%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP474 sharesnew addition2026-03-312026-04-22

Sponsored

XEL XCEL ENERGY INC3.4K shares-32.51%2026-03-312026-04-22

PEP PEPSICO INC1.7K shares20.18%2026-03-312026-04-22

COHERENT CORP COHERENT CORP1.1K sharesnew addition2026-03-312026-04-22

BAC BANK AMERICA CORP5.4K shares0.00%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T390 shares-62.50%2026-03-312026-04-22

HD HOME DEPOT INC750 shares0.00%2026-03-312026-04-22

ABT ABBOTT LABORATORIES2.2K shares6.83%2026-03-312026-04-22

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-04-22

Sponsored

LYG LLOYDS BANKING GROUP PLC13.5K shares0.00%2026-03-312026-04-22

ALPHABET INC

-8.42%

Shares721.2K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-3.82%

Shares664.9K

Event2026-03-31

Filed2026-04-22

APH

AMPHENOL CORP

-9.19%

Shares1.4M

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

5.04%

Shares786.6K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

1.87%

Shares426.7K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

7.85%

Shares803.6K

Event2026-03-31

Filed2026-04-22

VISA INC

-2.14%

Shares454.0K

Event2026-03-31

Filed2026-04-22

AME

AMETEK INC

-4.17%

Shares583.4K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

-0.26%

Shares240.7K

Event2026-03-31

Filed2026-04-22

MCK

MCKESSON CORP

7.85%

Shares130.4K

Event2026-03-31

Filed2026-04-22

ICE

INTERCONTINENTAL EXCHANGE IN

-4.83%

Shares686.5K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

-2.43%

Shares233.2K

Event2026-03-31

Filed2026-04-22

PGR

PROGRESSIVE CORP

-4.58%

Shares498.3K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

-6.36%

Shares1.3M

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

0.77%

Shares494.7K

Event2026-03-31

Filed2026-04-22

BROOKFIELD CORP

4.01%

Shares2.1M

Event2026-03-31

Filed2026-04-22

SPGI

S&P GLOBAL INC

-11.09%

Shares179.8K

Event2026-03-31

Filed2026-04-22

SUNBELT RENTALS HOLDINGS INC

New

Shares1.2M

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

-35.90%

Shares439.0K

Event2026-03-31

Filed2026-04-22

EMR

EMERSON ELEC CO

134.00%

Shares483.4K

Event2026-03-31

Filed2026-04-22

BDX

BECTON DICKINSON & CO

New

Shares193.7K

Event2026-03-31

Filed2026-04-22

MELI

MERCADOLIBRE INC

-62.91%

Shares16.9K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

-11.99%

Shares53.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-5.24%

Shares34.8K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

-29.50%

Shares35.7K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.21%

Shares17.5K

Event2026-03-31

Filed2026-04-22

AAXJ

ISHARES TR

20.41%

Shares57.3K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

2.02%

Shares25.3K

Event2026-03-31

Filed2026-04-22

PLD

PROLOGIS INC.

14.75%

Shares17.6K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

2.98%

Shares4.6K

Event2026-03-31

Filed2026-04-22

IXN

ISHARES TR

17.25%

Shares13.4K

Event2026-03-31

Filed2026-04-22

QALT

SEI EXCHANGE TRADED FUNDS

0.00%

Shares52.3K

Event2026-03-31

Filed2026-04-22

FERGUSON ENTERPRISES INC

2.03%

Shares5.5K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORP DEL

-92.46%

Shares6.3K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

32.54%

Shares1.8K

Event2026-03-31

Filed2026-04-22

TIP

ISHARES TR

New

Shares8.0K

Event2026-03-31

Filed2026-04-22

NOC

NORTHROP GRUMMAN CORP

16.39%

Shares1.0K

Event2026-03-31

Filed2026-04-22

MMC

MARSH & MCLENNAN COS INC

-1.83%

Shares3.9K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

2.95%

Shares2.4K

Event2026-03-31

Filed2026-04-22

VHT

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

SYY

SYSCO CORP

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

26.28%

Shares2.1K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

16.58%

Shares1.7K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

47.68%

Shares446

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-22

IRM

IRON MTN INC DEL

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

New

Shares474

Event2026-03-31

Filed2026-04-22

XEL

XCEL ENERGY INC

-32.51%

Shares3.4K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

20.18%

Shares1.7K

Event2026-03-31

Filed2026-04-22

COHERENT CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-62.50%

Shares390

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

0.00%

Shares750

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

6.83%

Shares2.2K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-22

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available