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 | |
|---|---|---|---|---|---|---|---|
|
26
QXO Inc
QXO
$11.5B
| $6.4M | 0.22% |
+547,042
| New | +$7.52M |
2026 Q3
0 quarters
|
|
27
Chevron
CVX
$462B
| $5.17M | 0.18% |
25,300
| – | – |
2018 Q4
31 quarters
|
|
|
28
TJX Companies
TJX
$154B
| $4.87M | 0.17% |
36,783
-56,460
| -61% | -$8.14M |
2021 Q2
21 quarters
|
|
29
Mastercard
MA
$556B
| $3.72M | 0.13% |
6,739
-1,362
| -17% | -$766K |
2017 Q4
35 quarters
|
|
30
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
| $3.57M | 0.12% |
+44,016
| New | +$3.54M |
2026 Q3
0 quarters
|
|
31
Arthur J. Gallagher & Co
AJG
$70.8B
| $3.25M | 0.11% |
14,250
-15,000
| -51% | -$3.76M |
2026 Q2
1 quarter
|
|
32
Prologis
PLD
$122B
| $2.95M | 0.1% |
22,697
+3,694
| +19% | +$518K |
2024 Q4
7 quarters
|
|
33
SEI DBi Multi-Strategy Alternative ETF
QALT
$190M
| $2.9M | 0.1% |
110,283
+58,000
| +111% | +$1.53M |
2025 Q3
4 quarters
|
|
34
iShares MSCI Japan ETF
EWJ
$23.1B
| $2.8M | 0.1% |
+28,771
| New | +$2.74M |
2026 Q3
0 quarters
|
|
35
Eli Lilly
LLY
$1.26T
| $2.12M | 0.07% |
1,831
+507
| +38% | +$598K |
2024 Q1
10 quarters
|
|
36
iShares Global Tech ETF
IXN
$8.89B
| $1.8M | 0.06% |
12,125
| – | – |
2018 Q4
31 quarters
|
|
37
iShares MSCI Emerging Markets ETF
EEM
$28.3B
| $1.67M | 0.06% |
+25,000
| New | +$1.65M |
2026 Q3
0 quarters
|
|
38
Apple
AAPL
$5.03T
| $1.62M | 0.06% |
4,878
+2,310
| +90% | +$742K |
2018 Q4
31 quarters
|
|
39
Berkshire Hathaway Class B
BRK.B
$1.16T
| $1.47M | 0.05% |
2,944
-60
| -2% | -$30.3K |
2018 Q4
31 quarters
|
|
|
40
Progressive
PGR
$134B
| $1.25M | 0.04% |
6,011
-345,494
| -98% | -$74.6M |
2023 Q1
14 quarters
|
|
41
Ferguson
FERG
$46.2B
| $1.18M | 0.04% |
5,314
| – | – |
2024 Q3
8 quarters
|
|
42
Walmart Inc
WMT
$980B
| $974K | 0.03% |
9,372
| – | – |
2018 Q4
31 quarters
|
|
43
iShares TIPS Bond ETF
TIP
$14.6B
| $818K | 0.03% |
7,865
| – | – |
2026 Q1
2 quarters
|
|
44
Meta Platforms (Facebook)
META
$1.6T
| $777K | 0.03% |
1,071
+136
| +15% | +$84.9K |
2026 Q2
1 quarter
|
|
45
Marsh
MRSH
$95.4B
| $771K | 0.03% |
4,517
+723
| +19% | +$132K |
2017 Q4
35 quarters
|
|
46
Johnson & Johnson
JNJ
$658B
| $671K | 0.02% |
2,534
+859
| +51% | +$227K |
2018 Q4
31 quarters
|
|
47
Vanguard Health Care ETF
VHT
$20.7B
| $616K | 0.02% |
1,950
| – | – |
2020 Q2
25 quarters
|
|
48
Sysco
SYY
$40.8B
| $546K | 0.02% |
7,000
| – | – |
2018 Q4
31 quarters
|
|
49
AbbVie
ABBV
$521B
| $520K | 0.02% |
1,988
-103
| -5% | -$26.4K |
2021 Q4
19 quarters
|
|
50
Lockheed Martin
LMT
$147B
| $431K | 0.02% |
847
-621
| -42% | -$341K |
2026 Q1
2 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.