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
301
KHCKRAFT HEINZ CO COM
4,497$116.1M0.03%
302
BHPBHP GROUP LTD SPONSORED ADS
2,406$115.7M0.03%
303
MSIMOTOROLA SOLUTIONS INC COM NEW
275$115.6M0.03%
304
IRMIRON MTN INC DEL COM
1,125$115.4M0.03%
305
IWYISHARES RUSSELL TOP 200 GROWTH ETF
468$115.4M0.03%
306
ALCALCON AG ORD SHS
1,294$114.2M0.03%
307
ZZILLOW GROUP INC CL C CAP STK
1,617$113.3M0.03%
308
EWJISHARES MSCI JAPAN ETF
1,500$112.5M0.03%
309
PLTRPALANTIR TECHNOLOGIES INC CL A
822$112.1M0.03%
310
RYROYAL BK CDA COM
846$111.3M0.03%
311
HDVISHARES CORE HIGH DIVIDEND ETF
948$111.1M0.03%
312
DALDELTA AIR LINES INC DEL COM NEW
2,251$110.7M0.03%
313
CDPCOPT DEFENSE PROPERTIES SHS BEN INT
4,000$110.3M0.03%
314
IUSVISHARES CORE S&P US VALUE ETF
1,136$107.5M0.03%
315
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF
2,198$107.4M0.02%
316
GRMNGARMIN LTD SHS
513$107.1M0.02%
317
KDPKEURIG DR PEPPER INC COM
3,221$106.5M0.02%
318
WMBWILLIAMS COS INC COM
1,657$104.1M0.02%
319
RSRELIANCE INC COM
331$103.9M0.02%
320
AJGGALLAGHER ARTHUR J & CO COM
324$103.7M0.02%
321
MAAMID-AMER APT CMNTYS INC COM
700$103.6M0.02%
322
EFAISHARES MSCI EAFE ETF
1,152$103.0M0.02%
323
OXYOCCIDENTAL PETE CORP COM
2,443$102.6M0.02%
324
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
6,108$102.4M0.02%
325
CBCHUBB LIMITED COM
351$101.7M0.02%
326
ACWIISHARES MSCI ACWI ETF
786$101.1M0.02%
327
PKGPACKAGING CORP AMER COM
536$101.0M0.02%
328
TDTORONTO DOMINION BK ONT COM NEW
1,371$100.7M0.02%
329
8CWCROWN CASTLE INC COM
965$99.1M0.02%
330
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
1,835$98.3M0.02%
331
SLBSCHLUMBERGER LTD COM STK
2,900$98.0M0.02%
332
WELLWELLTOWER INC COM
633$97.3M0.02%
333
DBXDROPBOX INC CL A
3,400$97.2M0.02%
334
HIMUISHARES HIGH YIELD MUNI ACTIVE ETF
1,998$97.2M0.02%
335
GTGOODYEAR TIRE & RUBR CO COM
9,300$96.4M0.02%
336
IXCISHARES GLOBAL ENERGY ETF
2,452$96.3M0.02%
337
IWFISHARES RUSSELL 1000 GROWTH ETF
226$96.0M0.02%
338
BNBROOKFIELD CORP CL A LTD VT SH
1,543$95.4M0.02%
339
STZCONSTELLATION BRANDS INC CL A
586$95.3M0.02%
340
OREALTY INCOME CORP COM
1,654$95.3M0.02%
341
ENBENBRIDGE INC COM
2,104$95.3M0.02%
342
YETIYETI HLDGS INC COM
3,000$94.6M0.02%
343
CPCANADIAN PACIFIC KANSAS CITY COM
1,187$94.1M0.02%
344
AAALCOA CORP COM
3,176$93.7M0.02%
345
UBSUBS GROUP AG SHS
2,748$92.9M0.02%
346
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
3,617$92.6M0.02%
347
LEALEAR CORP COM NEW
974$92.5M0.02%
348
MOALTRIA GROUP INC COM
1,576$92.4M0.02%
349
MDTMEDTRONIC PLC SHS
1,054$91.9M0.02%
350
ESGEISHARES ESG AWARE MSCI EM ETF
2,330$91.3M0.02%
351
YUMYUM BRANDS INC COM
615$91.1M0.02%
352
MURMURPHY OIL CORP COM
4,000$90.0M0.02%
353
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
1,301$89.4M0.02%
354
DPZDOMINOS PIZZA INC COM
198$89.2M0.02%
355
PINSPINTEREST INC CL A
2,478$88.9M0.02%
356
ADBEADOBE INC COM
229$88.6M0.02%
357
WMGWARNER MUSIC GROUP CORP COM CL A
3,250$88.5M0.02%
358
USFDUS FOODS HLDG CORP COM
1,149$88.5M0.02%
359
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
1,071$87.3M0.02%
360
RGLDROYAL GOLD INC COM
486$86.4M0.02%
361
FMXFOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS
830$85.5M0.02%
362
AEMAGNICO EAGLE MINES LTD COM
715$85.0M0.02%
363
SHOPSHOPIFY INC CL A SUB VTG SHS
735$84.8M0.02%
364
LRCXLAM RESEARCH CORP COM NEW
869$84.6M0.02%
365
WDFCWD 40 CO COM
369$84.2M0.02%
366
TTTRANE TECHNOLOGIES PLC SHS
192$84.0M0.02%
367
AMATAPPLIED MATLS INC COM
456$83.5M0.02%
368
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
3,000$83.0M0.02%
369
FCXFREEPORT-MCMORAN INC CL B
1,909$82.8M0.02%
370
CBRECBRE GROUP INC CL A
578$81.0M0.02%
371
SECTMAIN SECTOR ROTATION ETF
1,379$80.1M0.02%
372
PNCPNC FINL SVCS GROUP INC COM
429$80.0M0.02%
373
CRMSALESFORCE INC COM
292$79.6M0.02%
374
DVADAVITA INC COM
558$79.5M0.02%
375
SNYSANOFI SPONSORED ADR
1,625$78.5M0.02%
376
BCCBOISE CASCADE CO DEL COM
904$78.5M0.02%
377
SBACSBA COMMUNICATIONS CORP NEW CL A
332$78.0M0.02%
378
EEMISHARES MSCI EMERGING MARKETS ETF
1,608$77.6M0.02%
379
LHXL3HARRIS TECHNOLOGIES INC COM
309$77.5M0.02%
380
BBYBEST BUY INC COM
1,150$77.2M0.02%
381
IYGISHARES US FINANCIAL SERVICES ETF
900$77.0M0.02%
382
VRTXVERTEX PHARMACEUTICALS INC COM
173$77.0M0.02%
383
UPSUNITED PARCEL SERVICE INC CL B
759$76.6M0.02%
384
IOOISHARES GLOBAL 100 ETF
704$75.9M0.02%
385
BXBLACKSTONE INC COM
503$75.2M0.02%
386
UALUNITED AIRLS HLDGS INC COM
935$74.5M0.02%
387
WYNNWYNN RESORTS LTD COM
794$74.4M0.02%
388
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
300$72.9M0.02%
389
PPGPPG INDS INC COM
636$72.3M0.02%
390
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
3,888$71.2M0.02%
391
ULTAULTA BEAUTY INC COM
152$71.1M0.02%
392
AONAON PLC SHS CL A
199$71.0M0.02%
393
SPGIS&P GLOBAL INC COM
134$70.7M0.02%
394
SPYMSPDR PORTFOLIO S&P 500 ETF
970$70.5M0.02%
395
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
636$69.7M0.02%
396
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
1,224$67.8M0.02%
397
BXPBXP INC COM
1,000$67.5M0.02%
398
QSRRESTAURANT BRANDS INTL INC COM
1,000$66.3M0.02%
399
WSMWILLIAMS SONOMA INC COM
395$64.5M0.02%
400
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
8,859$64.3M0.01%
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