James Hambro & Partners Portfolio holdings
James Hambro & Partners is a wealth management partnership, mostly owned by its staff, that pairs each client with a portfolio manager and a financial planner. Its founding partners set out to combine personal service with the expertise and processes of larger investment houses. Responsible investing is central to how it invests for all clients, who include financial advisers and charities. Each adviser takes only a limited number of clients, and the firm invests its own money alongside them.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ametek
AME
|
+$13.9M |
| 2 |
QXO Inc
QXO
|
+$7.52M |
| 3 |
Becton Dickinson
BDX
|
+$6.87M |
| 4 |
NVIDIA
NVDA
|
+$6.07M |
| 5 |
McKesson
MCK
|
+$3.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Progressive
PGR
|
+$74.6M |
| 2 |
Brookfield
BN
|
+$19.2M |
| 3 |
TJX Companies
TJX
|
+$8.14M |
| 4 |
S&P Global
SPGI
|
+$4.18M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$4.13M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.49% |
| 2 | Financials | 19.86% |
| 3 | Healthcare | 15.18% |
| 4 | Industrials | 11.83% |
| 5 | Communication Services | 8.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Amphenol
APH
$196B
| $234M | 8.16% |
2,774,794
-35,770
| -1% | -$2.88M |
2018 Q1
34 quarters
|
|
|
2
Alphabet (Google) Class C
GOOG
$3.42T
| $224M | 7.82% |
658,442
-11,984
| -2% | -$4.13M |
2017 Q4
35 quarters
|
|
3
Microsoft
MSFT
$3.88T
| $223M | 7.78% |
435,336
+6,627
| +2% | +$3.06M |
2017 Q4
35 quarters
|
|
4
JPMorgan Chase
JPM
$895B
| $214M | 7.47% |
648,109
-7,733
| -1% | -$2.7M |
2017 Q4
35 quarters
|
|
|
5
NVIDIA
NVDA
$4.94T
| $206M | 7.18% |
902,781
+28,312
| +3% | +$6.07M |
2023 Q1
14 quarters
|
|
6
Amazon
AMZN
$2.59T
| $196M | 6.82% |
785,685
+10,118
| +1% | +$2.57M |
2018 Q1
34 quarters
|
|
7
Visa
V
$773B
| $169M | 5.89% |
470,061
+1,002
| +0.2% | +$366K |
2017 Q4
35 quarters
|
|
|
8
Ametek
AME
$55.3B
| $158M | 5.52% |
638,891
+57,572
| +10% | +$13.9M |
2024 Q3
8 quarters
|
|
9
Thermo Fisher Scientific
TMO
$258B
| $156M | 5.45% |
231,390
+1,919
| +0.8% | +$1.14M |
2018 Q4
31 quarters
|
|
10
Texas Instruments
TXN
$275B
| $137M | 4.79% |
490,504
+12,556
| +3% | +$3.47M |
2022 Q3
16 quarters
|
|
|
11
McKesson
MCK
$116B
| $119M | 4.14% |
138,952
+4,301
| +3% | +$3.7M |
2025 Q4
3 quarters
|
|
12
Coca-Cola
KO
$405B
| $114M | 3.99% |
1,328,539
+22,314
| +2% | +$1.94M |
2019 Q3
28 quarters
|
|
13
Intercontinental Exchange
ICE
$94.4B
| $105M | 3.65% |
689,312
-9,182
| -1% | -$1.39M |
2024 Q2
9 quarters
|
|
14
Intuitive Surgical
ISRG
$153B
| $97M | 3.38% |
238,649
-185
| -0.1% | -$70.6K |
2019 Q4
27 quarters
|
|
15
Broadcom
AVGO
$1.56T
| $91.8M | 3.2% |
261,554
+7,523
| +3% | +$2.83M |
2026 Q2
1 quarter
|
|
16
Sunbelt Rentals Holdings
SUNB
$34.3B
| $88.5M | 3.08% |
1,195,451
+20,294
| +2% | +$1.51M |
2026 Q1
2 quarters
|
|
17
Emerson Electric
EMR
$92B
| $83.8M | 2.92% |
540,370
+13,304
| +3% | +$2M |
2025 Q3
4 quarters
|
|
|
18
Brookfield
BN
$87.7B
| $60.4M | 2.1% |
1,654,857
-464,288
| -22% | -$19.2M |
2025 Q4
3 quarters
|
|
|
19
Becton Dickinson
BDX
$53.9B
| $60M | 2.09% |
335,229
+39,543
| +13% | +$6.87M |
2026 Q1
2 quarters
|
|
20
Alphabet (Google) Class A
GOOGL
$3.44T
| $15M | 0.52% |
43,716
+4,461
| +11% | +$1.55M |
2018 Q4
31 quarters
|
|
21
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.61B
| $13.7M | 0.48% |
117,435
+28,520
| +32% | +$3.28M |
2022 Q3
16 quarters
|
|
22
SPDR Gold Trust
GLD
$130B
| $13.5M | 0.47% |
35,563
-3
| -0% | -$1.17K |
2019 Q1
30 quarters
|
|
23
Mercado Libre
MELI
$82.4B
| $12.3M | 0.43% |
7,136
-1,310
| -16% | -$2.43M |
2025 Q3
4 quarters
|
|
|
24
S&P Global
SPGI
$135B
| $9.9M | 0.35% |
25,164
-9,879
| -28% | -$4.18M |
2018 Q3
32 quarters
|
|
25
TSMC
TSM
$2.11T
| $8.34M | 0.29% |
18,277
-141
| -0.8% | -$59.7K |
2020 Q2
25 quarters
|
|
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James Hambro & Partners's Q3 2026 Portfolio in Review
As of Q3 2026, James Hambro & Partners held 76 positions worth $2.87B, up 3.8% from $2.76B the previous quarter. Its ten largest holdings account for 67% of the portfolio.
James Hambro & Partners's Q3 2026 filing shows 8 new, 23 increased, 25 reduced and 8 closed positions. Its largest new stake was QXO Inc: 547,042 shares worth $6.4M. The largest sale was Progressive, an estimated $74.6M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- James Hambro & Partners's largest Q3 2026 buy was QXO Inc: 547,042 shares worth $6.4M.
- James Hambro & Partners added most to Ametek in Q3 2026, an estimated $13.9M increase.
- James Hambro & Partners's biggest Q3 2026 reduction was Progressive, cutting an estimated $74.6M.
- James Hambro & Partners fully exited IBM in Q3 2026, selling an estimated $1.06M.
- James Hambro & Partners's ten largest holdings make up 67% of its $2.87B portfolio in Q3 2026.
- James Hambro & Partners opened 8 new positions and closed 8 in Q3 2026.
- James Hambro & Partners's portfolio value rose 3.8% quarter-over-quarter to $2.87B.
Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.