Holders — by stockHoldings — by fund
James Hambro & Partners LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001731152
$2.76B
disclosed book value
68
positions
9%
largest position share
Positions, as of 2026-06-30
top 68 of 68 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | APHAMPHENOL CORP | 1.4M | $247.8M | 9% |
| 2 | GOOGALPHABET INC | 670,426 | $236.9M | 8.6% |
| 3 | JPMJPMORGAN CHASE & CO | 655,842 | $214.6M | 7.8% |
| 4 | AMZNAMAZON COM INC | 775,567 | $184.7M | 6.7% |
| 5 | NVDANVIDIA CORPORATION | 874,469 | $174.7M | 6.3% |
| 6 | VVISA INC | 469,059 | $160.7M | 5.8% |
| 7 | MSFTMICROSOFT CORP | 428,709 | $159.8M | 5.8% |
| 8 | TXNTEXAS INSTRS INC | 477,948 | $142.4M | 5.2% |
| 9 | AMEAMETEK INC | 581,319 | $140.6M | 5.1% |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 229,471 | $114.9M | 4.2% |
| 11 | KOCOCA COLA CO | 1.3M | $106.1M | 3.8% |
| 12 | MCKMCKESSON CORP | 134,651 | $101.7M | 3.7% |
| 13 | AVGOBROADCOM INC | 254,031 | $95.8M | 3.5% |
| 14 | ISRGINTUITIVE SURGICAL INC | 238,834 | $95.0M | 3.4% |
| 15 | BNBROOKFIELD CORP | 2.1M | $90.3M | 3.3% |
| 16 | ICEINTERCONTINENTAL EXCHANGE IN | 698,494 | $86.0M | 3.1% |
| 17 | SUNBSUNBELT RENTALS HOLDINGS INC | 1.2M | $85.7M | 3.1% |
| 18 | PGRPROGRESSIVE CORP | 351,505 | $76.7M | 2.8% |
| 19 | EMREMERSON ELEC CO | 527,066 | $75.4M | 2.7% |
| 20 | BDXBECTON DICKINSON & CO | 295,686 | $44.7M | 1.6% |
| 21 | MELIMERCADOLIBRE INC | 8,446 | $14.3M | 0.5% |
| 22 | SPGIS&P GLOBAL INC | 35,043 | $14.3M | 0.5% |
| 23 | TJXTJX COS INC NEW | 93,243 | $14.1M | 0.5% |
| 24 | GOOGLALPHABET INC | 39,255 | $14.0M | 0.5% |
| 25 | GLDSPDR GOLD TR | 35,566 | $13.1M | 0.5% |
| 26 | AAXJISHARES TR | 88,915 | $10.6M | 0.4% |
| 27 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 18,418 | $8.8M | 0.3% |
| 28 | AJGGALLAGHER ARTHUR J & CO | 29,250 | $6.7M | 0.2% |
| 29 | CVXCHEVRON CORPORATION | 25,300 | $4.2M | 0.2% |
| 30 | MAMASTERCARD INCORPORATED | 8,101 | $4.2M | 0.2% |
| 31 | PLDPROLOGIS INC. | 19,003 | $2.6M | 0.1% |
| 32 | IXNISHARES TR | 12,125 | $1.7M | 0.1% |
| 33 | LLYELI LILLY & CO | 1,324 | $1.6M | 0.1% |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,004 | $1.5M | 0.1% |
| 35 | QALTSEI EXCHANGE TRADED FUNDS | 52,283 | $1.4M | 0.1% |
| 36 | FERGFERGUSON ENTERPRISES INC | 5,314 | $1.3M | 0% |
| 37 | WMTWALMART INC | 9,372 | $1.1M | 0% |
| 38 | IBMINTERNATIONAL BUSINESS MACHS | 3,770 | $1.1M | 0% |
| 39 | TIPISHARES TR | 7,865 | $860,824 | 0% |
| 40 | LMTLOCKHEED MARTIN CORP | 1,468 | $747,057 | 0% |
| 41 | AAPLAPPLE INC | 2,568 | $742,562 | 0% |
| 42 | CMICUMMINS INC | 938 | $668,779 | 0% |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 2,737 | $647,519 | 0% |
| 44 | MRSHMARSH & MCLENNAN COS INC | 3,794 | $632,137 | 0% |
| 45 | SYYSYSCO CORP | 7,000 | $584,920 | 0% |
| 46 | VHTVANGUARD WORLD FD | 1,950 | $583,205 | 0% |
| 47 | PEPPEPSICO INC | 3,959 | $536,068 | 0% |
| 48 | METAMETA PLATFORMS INC | 935 | $526,395 | 0% |
| 49 | ABBVABBVIE INC | 2,091 | $525,520 | 0% |
| 50 | NOCNORTHROP GRUMMAN CORP | 1,032 | $525,422 | 0% |
| 51 | LRCXLAM RESEARCH CORP | 1,119 | $485,002 | 0% |
| 52 | BKNGBOOKING HOLDINGS INC | 2,483 | $442,545 | 0% |
| 53 | FASTFASTENAL CO | 9,068 | $435,490 | 0% |
| 54 | ANETARISTA NETWORKS INC | 2,549 | $433,126 | 0% |
| 55 | JNJJOHNSON & JOHNSON | 1,675 | $425,424 | 0% |
| 56 | PGPROCTER & GAMBLE CO | 2,763 | $404,765 | 0% |
| 57 | UBERUBER TECHNOLOGIES INC | 5,417 | $390,538 | 0% |
| 58 | IRMIRON MTN INC DEL | 2,972 | $375,348 | 0% |
| 59 | CBOECBOE GLOBAL MKTS INC | 1,514 | $366,486 | 0% |
| 60 | WFCWELLS FARGO & CO | 4,019 | $332,170 | 0% |
| 61 | BACBANK OF AMER CORP | 5,051 | $287,679 | 0% |
| 62 | COHRCOHERENT CORP | 700 | $276,058 | 0% |
| 63 | XELXCEL ENERGY INC | 3,425 | $274,839 | 0% |
| 64 | SLBSLB LIMITED | 5,862 | $272,436 | 0% |
| 65 | HDHOME DEPOT INC | 750 | $264,288 | 0% |
| 66 | WMWASTE MGMT INC DEL | 1,090 | $242,835 | 0% |
| 67 | SYKSTRYKER CORPORATION | 762 | $239,942 | 0% |
| 68 | LYGLLOYDS BANKING GROUP PLC | 13,473 | $78,614 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.