Rosenberg Matthew Hamilton Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$430.0B

Holdings

832

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (832 positions)

#StockSharesValue% PortfolioType
201
CEGCONSTELLATION ENERGY CORP COM
637$205.6M0.05%
202
PAYXPAYCHEX INC COM
1,406$204.5M0.05%
203
BKBANK NEW YORK MELLON CORP COM
2,215$201.8M0.05%
204
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
3,110$201.6M0.05%
205
CTVACORTEVA INC COM
2,698$201.1M0.05%
206
EPIWISDOMTREE TR INDIA EARNINGS FD
4,230$200.8M0.05%
207
BSXBOSTON SCIENTIFIC CORP COM
1,863$200.1M0.05%
208
GDGENERAL DYNAMICS CORP COM
679$198.0M0.05%
209
CMECME GROUP INC COM
716$197.3M0.05%
210
HLTHILTON WORLDWIDE HLDGS INC COM
738$196.6M0.05%
211
WMWASTE MGMT INC DEL COM
851$194.7M0.05%
212
FDXFEDEX CORP COM
852$193.7M0.05%
213
IGMISHARES EXPANDED TECH SECTOR ETF
1,722$193.4M0.04%
214
DHRDANAHER CORPORATION COM
958$189.2M0.04%
215
DYHTARGET CORP COM
1,912$188.6M0.04%
216
ACNACCENTURE PLC IRELAND SHS CLASS A
628$187.7M0.04%
217
EDCONSOLIDATED EDISON INC COM
1,854$186.0M0.04%
218
ARMKARAMARK COM
4,402$184.3M0.04%
219
MAMASTERCARD INCORPORATED CL A
324$182.1M0.04%
220
MCKMCKESSON CORP COM
248$181.7M0.04%
221
CSXCSX CORP COM
5,528$180.4M0.04%
222
IWMISHARES RUSSELL 2000 ETF
830$179.1M0.04%
223
DDOMINION ENERGY INC COM
3,160$178.6M0.04%
224
FMATFIDELITY MSCI MATERIALS INDEX ETF
3,572$178.1M0.04%
225
BMYBRISTOL-MYERS SQUIBB CO COM
3,799$175.9M0.04%
226
ISRGINTUITIVE SURGICAL INC COM NEW
320$173.9M0.04%
227
DELLDELL TECHNOLOGIES INC CL C
1,406$172.4M0.04%
228
GMGENERAL MTRS CO COM
3,467$170.6M0.04%
229
GEVGE VERNOVA INC COM
322$170.4M0.04%
230
VMCVULCAN MATLS CO COM
648$169.0M0.04%
231
BBHYJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
3,601$168.0M0.04%
232
EFVISHARES MSCI EAFE VALUE INDEX ETF
2,640$167.6M0.04%
233
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
611$164.6M0.04%
234
AZOAUTOZONE INC COM
44$163.3M0.04%
235
WABWABTEC COM
780$163.3M0.04%
236
BBAGJPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
3,499$161.5M0.04%
237
ATOATMOS ENERGY CORP COM
1,039$160.1M0.04%
238
PCYPOWERSHARES EMERGING MKTS SOVEREIGN DEBT
7,834$160.0M0.04%
239
CMICUMMINS INC COM
488$159.8M0.04%
240
OMCOMNICOM GROUP INC COM
2,209$158.9M0.04%
241
NVSNNOVARTIS AG SPONSORED ADR
1,307$158.2M0.04%
242
FQIDIGITAL RLTY TR INC COM
906$157.9M0.04%
243
DDDUPONT DE NEMOURS INC COM
2,293$157.3M0.04%
244
HBC2HSBC HLDGS PLC SPON ADR NEW
2,578$156.7M0.04%
245
APDAIR PRODS & CHEMS INC COM
551$155.4M0.04%
246
LENLENNAR CORP CL A
1,381$152.8M0.04%
247
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
2,986$152.7M0.04%
248
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
4,800$151.6M0.04%
249
FFORD MTR CO COM
13,963$151.5M0.04%
250
EQTEQT CORP COM
2,558$149.2M0.03%
251
AEPAMERICAN ELEC PWR CO INC COM
1,433$148.7M0.03%
252
AWCAMERICAN WTR WKS CO INC NEW COM
1,066$148.3M0.03%
253
SYYSYSCO CORP COM
1,950$147.7M0.03%
254
DRIDARDEN RESTAURANTS INC COM
674$146.9M0.03%
255
MUMICRON TECHNOLOGY INC COM
1,186$146.2M0.03%
256
HESHESS CORP COM
1,050$145.5M0.03%
257
FANGDIAMONDBACK ENERGY INC COM
1,055$145.0M0.03%
258
INFYINFOSYS LTD SPONSORED ADR
7,815$144.8M0.03%
259
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
4,971$143.3M0.03%
260
SLGSL GREEN RLTY CORP COM
2,313$143.2M0.03%
261
PANWPALO ALTO NETWORKS INC COM
694$142.0M0.03%
262
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
2,162$141.7M0.03%
263
IJKISHARES S&P MID-CAP 400 GROWTH ETF
1,554$141.4M0.03%
264
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
2,208$141.2M0.03%
265
CNRCANADIAN NATL RY CO COM
1,347$140.1M0.03%
266
IJJISHARES S&P MID-CAP 400 VALUE ETF
1,131$139.8M0.03%
267
NSCNORFOLK SOUTHN CORP COM
542$138.7M0.03%
268
CARRCARRIER GLOBAL CORPORATION COM
1,887$138.1M0.03%
269
MIGAMICROSTRATEGY INC CL A NEW
341$137.8M0.03%
270
EWCISHARES MSCI CANADA INDEX
2,967$137.1M0.03%
271
PCARPACCAR INC COM
1,433$136.2M0.03%
272
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR
2,350$135.5M0.03%
273
DISDISNEY WALT CO COM
1,093$135.5M0.03%
274
ADPAUTOMATIC DATA PROCESSING INC COM
438$135.1M0.03%
275
MRSHMARSH & MCLENNAN COS INC COM
611$133.6M0.03%
276
MMM3M CO COM
875$133.2M0.03%
277
BKNGBOOKING HOLDINGS INC COM
23$133.2M0.03%
278
GWWGRAINGER W W INC COM
128$133.2M0.03%
279
SPGSIMON PPTY GROUP INC NEW COM
824$132.5M0.03%
280
ECLECOLAB INC COM
487$131.2M0.03%
281
CHTRCHARTER COMMUNICATIONS INC NEW CL A
318$130.0M0.03%
282
HIIHUNTINGTON INGALLS INDS INC COM
525$126.8M0.03%
283
KELKELLANOVA COM
1,590$126.5M0.03%
284
PEOEXELON CORP COM
2,912$126.4M0.03%
285
FRFIRST INDL RLTY TR INC COM
2,611$125.7M0.03%
286
WATWATERS CORP COM
360$125.7M0.03%
287
FITBFIFTH THIRD BANCORP COM
3,051$125.5M0.03%
288
DBDEUTSCHE BANK A G NAMEN AKT
4,216$123.4M0.03%
289
PSAPUBLIC STORAGE OPER CO COM
416$122.1M0.03%
290
GISGENERAL MLS INC COM
2,340$121.2M0.03%
291
SPYSPDR S&P 500 ETF TRUST
195$120.5M0.03%
292
EWAISHARES INC MSCI AUSTRALIA INDEX FD
4,575$120.4M0.03%
293
HSTHOST HOTELS & RESORTS INC COM
7,802$119.8M0.03%
294
PWBINVESCO LARGE CAP GROWTH ETF
1,012$118.8M0.03%
295
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
1,245$118.7M0.03%
296
ETENERGY TRANSFER L P COM UT LTD PTN
6,540$118.6M0.03%
297
ADIANALOG DEVICES INC COM
494$117.6M0.03%
298
APAAPA CORPORATION COM
6,397$117.0M0.03%
299
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
537$116.9M0.03%
300
ALSALLSTATE CORP COM
577$116.2M0.03%
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