Rosenberg Matthew Hamilton Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$462.6B

Holdings

803

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (803 positions)

#StockSharesValue% PortfolioType
201
NVONOVO-NORDISK A S ADR
3,716$206.2M0.04%
202
CMICUMMINS INC COM
488$206.1M0.04%
203
PEPPEPSICO INC COM
1,454$204.2M0.04%
204
VLUEISHARES MSCI USA VALUE FACTOR ETF
1,620$202.6M0.04%
205
DDDUPONT DE NEMOURS INC COM
2,566$199.9M0.04%
206
DELLDELL TECHNOLOGIES INC CL C
1,406$199.3M0.04%
207
MUMICRON TECHNOLOGY INC COM
1,186$198.4M0.04%
208
FDXFEDEX CORP COM
831$196.0M0.04%
209
CMECME GROUP INC COM
716$193.5M0.04%
210
DDOMINION ENERGY INC COM
3,160$193.3M0.04%
211
MAMASTERCARD INCORPORATED CL A
338$192.3M0.04%
212
MCKMCKESSON CORP COM
248$191.6M0.04%
213
HLTHILTON WORLDWIDE HLDGS INC COM
738$191.5M0.04%
214
CITHE CIGNA GROUP COM
664$191.4M0.04%
215
CTVACORTEVA INC COM
2,797$189.2M0.04%
216
AZOAUTOZONE INC COM
44$188.8M0.04%
217
CSXCSX CORP COM
5,310$188.6M0.04%
218
WMWASTE MGMT INC DEL COM
851$187.9M0.04%
219
FMATFIDELITY MSCI MATERIALS INDEX ETF
3,572$187.3M0.04%
220
EDCONSOLIDATED EDISON INC COM
1,854$186.4M0.04%
221
GEVGE VERNOVA INC COM
301$185.1M0.04%
222
IWMISHARES RUSSELL 2000 ETF
764$184.9M0.04%
223
HBC2HSBC HLDGS PLC SPON ADR NEW
2,578$183.0M0.04%
224
BSXBOSTON SCIENTIFIC CORP COM
1,863$181.9M0.04%
225
EPIWISDOMTREE TR INDIA EARNINGS FD
4,094$181.0M0.04%
226
DEDEERE & CO COM
390$178.3M0.04%
227
PAYXPAYCHEX INC COM
1,406$178.2M0.04%
228
ATOATMOS ENERGY CORP COM
1,039$177.4M0.04%
229
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
5,676$174.8M0.04%
230
EFVISHARES MSCI EAFE VALUE INDEX ETF
2,576$174.7M0.04%
231
MDLZMONDELEZ INTL INC CL A
2,794$174.5M0.04%
232
PCYPOWERSHARES EMERGING MKTS SOVEREIGN DEBT
8,065$173.9M0.04%
233
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
4,800$173.5M0.04%
234
NVSNNOVARTIS AG SPONSORED ADR
1,342$172.1M0.04%
235
AEPAMERICAN ELEC PWR CO INC COM
1,525$171.6M0.04%
236
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
611$171.0M0.04%
237
BBHYJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
3,601$169.2M0.04%
238
ARMKARAMARK COM
4,402$169.0M0.04%
239
FFORD MTR CO COM
13,963$167.0M0.04%
240
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
2,162$165.3M0.04%
241
NSCNORFOLK SOUTHN CORP COM
542$162.8M0.04%
242
OMCOMNICOM GROUP INC COM
1,933$157.6M0.03%
243
FQIDIGITAL RLTY TR INC COM
906$156.6M0.03%
244
WABWABTEC COM
780$156.4M0.03%
245
APAAPA CORPORATION COM
6,397$155.3M0.03%
246
ACNACCENTURE PLC IRELAND SHS CLASS A
628$154.9M0.03%
247
FANGDIAMONDBACK ENERGY INC COM
1,081$154.7M0.03%
248
SPGSIMON PPTY GROUP INC NEW COM
824$154.6M0.03%
249
HIIHUNTINGTON INGALLS INDS INC COM
525$151.2M0.03%
250
PLTRPALANTIR TECHNOLOGIES INC CL A
822$149.9M0.03%
251
DBDEUTSCHE BANK A G NAMEN AKT
4,216$149.3M0.03%
252
IJKISHARES S&P MID-CAP 400 GROWTH ETF
1,554$149.0M0.03%
253
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
2,986$148.8M0.03%
254
APDAIR PRODS & CHEMS INC COM
545$148.6M0.03%
255
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
2,208$147.6M0.03%
256
IJJISHARES S&P MID-CAP 400 VALUE ETF
1,131$146.7M0.03%
257
EWCISHARES MSCI CANADA INDEX
2,893$146.2M0.03%
258
BBAGJPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
3,123$145.8M0.03%
259
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR
2,350$141.5M0.03%
260
PANWPALO ALTO NETWORKS INC COM
694$141.3M0.03%
261
PCARPACCAR INC COM
1,433$140.9M0.03%
262
LENLENNAR CORP CL A
1,107$139.5M0.03%
263
EQTEQT CORP COM
2,558$139.2M0.03%
264
SLGSL GREEN RLTY CORP COM
2,313$138.3M0.03%
265
FITBFIFTH THIRD BANCORP COM
3,051$135.9M0.03%
266
MMM3M CO COM
875$135.8M0.03%
267
FRFIRST INDL RLTY TR INC COM
2,611$134.4M0.03%
268
BHPBHP GROUP LTD SPONSORED ADS
2,406$134.1M0.03%
269
ECLECOLAB INC COM
487$133.4M0.03%
270
HSTHOST HOTELS & RESORTS INC COM
7,802$132.8M0.03%
271
KELKELLANOVA COM
1,590$130.4M0.03%
272
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
1,245$130.1M0.03%
273
SPYSPDR S&P 500 ETF TRUST
195$129.9M0.03%
274
AWCAMERICAN WTR WKS CO INC NEW COM
927$129.0M0.03%
275
DHRDANAHER CORPORATION COM
649$128.7M0.03%
276
DRIDARDEN RESTAURANTS INC COM
674$128.3M0.03%
277
DALDELTA AIR LINES INC DEL COM NEW
2,251$127.7M0.03%
278
CNRCANADIAN NATL RY CO COM
1,347$127.0M0.03%
279
PWBINVESCO LARGE CAP GROWTH ETF
1,012$126.9M0.03%
280
ISRGINTUITIVE SURGICAL INC COM NEW
283$126.6M0.03%
281
GRMNGARMIN LTD SHS
513$126.3M0.03%
282
ADPAUTOMATIC DATA PROCESSING INC COM
430$126.2M0.03%
283
MSIMOTOROLA SOLUTIONS INC COM NEW
275$125.8M0.03%
284
RYROYAL BK CDA COM
846$124.6M0.03%
285
ZZILLOW GROUP INC CL C CAP STK
1,617$124.6M0.03%
286
BKNGBOOKING HOLDINGS INC COM
23$124.2M0.03%
287
DISDISNEY WALT CO COM
1,083$124.0M0.03%
288
ALSALLSTATE CORP COM
577$123.9M0.03%
289
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
6,108$123.4M0.03%
290
MRSHMARSH & MCLENNAN COS INC COM
611$123.1M0.03%
291
INFYINFOSYS LTD SPONSORED ADR
7,507$122.1M0.03%
292
GWWGRAINGER W W INC COM
128$122.0M0.03%
293
ADIANALOG DEVICES INC COM
494$121.4M0.03%
294
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
537$120.6M0.03%
295
EWJISHARES MSCI JAPAN ETF
1,500$120.3M0.03%
296
PSAPUBLIC STORAGE OPER CO COM
416$120.2M0.03%
297
AMATAPPLIED MATLS INC COM
585$119.8M0.03%
298
IWYISHARES RUSSELL TOP 200 GROWTH ETF
429$117.4M0.03%
299
PKGPACKAGING CORP AMER COM
536$116.8M0.03%
300
LRCXLAM RESEARCH CORP COM NEW
869$116.4M0.03%
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