Rosenberg Matthew Hamilton Q4 2025 Filing

Filed January 5, 2026

Portfolio Value

$482.8B

Holdings

803

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (803 positions)

#StockSharesValue% PortfolioType
101
IAU*ISHARES GOLD TRUST
5,250$426.0M0.09%
102
AMDADVANCED MICRO DEVICES INC COM
1,978$423.0M0.09%
103
LINLINDE PLC SHS
992$422.0M0.09%
104
NFLXNETFLIX INC COM
4,510$422.0M0.09%
105
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
1,862$418.0M0.09%
106
HIMUISHARES HIGH YIELD MUNI ACTIVE ETF
8,537$415.0M0.09%
107
TMTOYOTA MOTOR CORP ADS
1,943$415.0M0.09%
108
MINTPIMCO ENHANCED SHORT MATURITY ETF
4,046$405.0M0.08%
109
HCAHCA HEALTHCARE INC COM
866$404.0M0.08%
110
SOSOUTHERN CO COM
4,596$400.0M0.08%
111
4I1PHILIP MORRIS INTL INC COM
2,480$397.0M0.08%
112
THCTENET HEALTHCARE CORP COM NEW
2,000$397.0M0.08%
113
WFCWELLS FARGO CO NEW COM
4,260$397.0M0.08%
114
PGPROCTER AND GAMBLE CO COM
2,766$396.0M0.08%
115
LMTLOCKHEED MARTIN CORP COM
811$392.0M0.08%
116
VOOVANGUARD S&P 500 ETF
607$380.0M0.08%
117
TJXTJX COS INC NEW COM
2,456$377.0M0.08%
118
VGTVANGUARD INFORMATION TECHNOLOGY ETF
500$376.0M0.08%
119
BABOEING CO COM
1,730$375.0M0.08%
120
COFCAPITAL ONE FINL CORP COM
1,551$375.0M0.08%
121
CAHCARDINAL HEALTH INC COM
1,802$370.0M0.08%
122
UNPUNION PAC CORP COM
1,546$357.0M0.07%
123
BACVERIZON COMMUNICATIONS
8,721$355.0M0.07%
124
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
7,962$354.0M0.07%
125
ASMLASML HOLDING N V N Y REGISTRY SHS
330$353.0M0.07%
126
SOXXISHARES SEMICONDUCTOR ETF
1,163$350.0M0.07%
127
IVLUISHARES MSCI INTL VALUE FACTOR ETF
9,160$348.0M0.07%
128
MUMICRON TECHNOLOGY INC COM
1,204$343.0M0.07%
129
BLKBLACKROCK INC COM
321$343.0M0.07%
130
TSCOTRACTOR SUPPLY CO COM
6,764$338.0M0.07%
131
IXNISHARES GLOBAL TECH ETF
3,227$338.0M0.07%
132
XLKTECHNOLOGY SELECT SECTOR SPDR
2,334$336.0M0.07%
133
QCOMQUALCOMM INC COM
1,961$335.0M0.07%
134
KMIKINDER MORGAN INC DEL COM
11,953$328.0M0.07%
135
NUENUCOR CORP COM
2,011$328.0M0.07%
136
DUKDUKE ENERGY CORP NEW COM NEW
2,766$324.0M0.07%
137
INTUINTUIT COM
486$321.0M0.07%
138
BPBP PLC SPONSORED ADR
9,266$321.0M0.07%
139
DISDISNEY WALT CO COM
2,808$319.0M0.07%
140
NEENEXTERA ENERGY INC COM
3,942$316.0M0.07%
141
SHMSTATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
6,552$314.0M0.07%
142
SOFISOFI TECHNOLOGIES INC COM
12,026$314.0M0.07%
143
GILDGILEAD SCIENCES INC COM
2,547$312.0M0.06%
144
EOGEOG RES INC COM
2,962$311.0M0.06%
145
BKRBAKER HUGHES COMPANY CL A
6,794$309.0M0.06%
146
AGGISHARES AGGREGATE BOND ETF
3,094$309.0M0.06%
147
PLDPROLOGIS INC. COM
2,416$308.0M0.06%
148
OKEONEOK INC NEW COM
4,147$304.0M0.06%
149
IVVISHARES S&P 500 INDEX
442$302.0M0.06%
150
LAMRLAMAR ADVERTISING CO NEW CL A
2,371$300.0M0.06%
151
ABTABBOTT LABS COM
2,388$299.0M0.06%
152
AZNASTRAZENECA PLC SPONSORED ADR
3,214$295.0M0.06%
153
SBUXSTARBUCKS CORP COM
3,436$289.0M0.06%
154
LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
6,959$289.0M0.06%
155
TMUST-MOBILE US INC COM
1,426$289.0M0.06%
156
IBNICICI BANK LIMITED ADR
9,633$287.0M0.06%
157
ULUNILEVER PLC SPON ADR NEW
4,361$285.0M0.06%
158
USMVISHARES MSCI USA MIN VOL FACTOR ETF
3,006$283.0M0.06%
159
FENYFIDELITY MSCI ENERGY INDEX ETF
11,394$282.0M0.06%
160
EMREMERSON ELEC CO COM
2,123$281.0M0.06%
161
EAELECTRONIC ARTS INC COM
1,379$281.0M0.06%
162
GMGENERAL MTRS CO COM
3,467$281.0M0.06%
163
EFGISHARES MSCI EAFE GROWTH ETF
2,433$277.0M0.06%
164
KKRKKR & CO INC COM
2,166$276.0M0.06%
165
PEGPUBLIC SVC ENTERPRISE GRP INC COM
3,408$273.0M0.06%
166
PHPARKER-HANNIFIN CORP COM
310$272.0M0.06%
167
SAPSAP SE SPON ADR
1,095$265.0M0.05%
168
XELXCEL ENERGY INC COM
3,560$262.0M0.05%
169
NOCNORTHROP GRUMMAN CORP COM
452$257.0M0.05%
170
SONYSONY GROUP CORP SPONSORED ADR
9,844$252.0M0.05%
171
BKBANK NEW YORK MELLON CORP COM
2,157$250.0M0.05%
172
HONHONEYWELL INTL INC COM
1,280$249.0M0.05%
173
CMICUMMINS INC COM
488$249.0M0.05%
174
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
2,434$248.0M0.05%
175
PEPPEPSICO INC COM
1,720$246.0M0.05%
176
AFLAFLAC INC COM
2,223$245.0M0.05%
177
IJRISHARES CORE S&P SMALL CAP ETF
2,030$243.0M0.05%
178
FDXFEDEX CORP COM
831$240.0M0.05%
179
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF
2,886$238.0M0.05%
180
SYKSTRYKER CORPORATION COM
679$238.0M0.05%
181
QUALISHARES MSCI USA QUALITY FACTOR ETF
1,190$236.0M0.05%
182
LOGILOGITECH INTL S A SHS
2,339$234.0M0.05%
183
KRKROGER CO COM
3,731$233.0M0.05%
184
ORLYOREILLY AUTOMOTIVE INC COM
2,550$232.0M0.05%
185
GDGENERAL DYNAMICS CORP COM
679$228.0M0.05%
186
FNCLFIDELITY MSCI FINANCIALS INDEX ETF
2,928$227.0M0.05%
187
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
1,930$227.0M0.05%
188
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
3,110$227.0M0.05%
189
CEGCONSTELLATION ENERGY CORP COM
637$225.0M0.05%
190
TXNTEXAS INSTRS INC COM
1,293$224.0M0.05%
191
IJHISHARES CORE S&P MID CAP ETF
3,385$223.0M0.05%
192
IGMISHARES EXPANDED TECH SECTOR ETF
1,722$222.0M0.05%
193
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
4,800$218.0M0.05%
194
NTESNETEASE INC SPONSORED ADS
1,572$216.0M0.04%
195
IBITISHARES BITCOIN TRUST ETF
4,346$215.0M0.04%
196
CMGCHIPOTLE MEXICAN GRILL INC COM
5,822$215.0M0.04%
197
JMHIJPMORGAN HIGH YIELD MUNICIPAL ETF
4,239$213.0M0.04%
198
MDLZMONDELEZ INTL INC CL A
3,942$212.0M0.04%
199
HLTHILTON WORLDWIDE HLDGS INC COM
738$211.0M0.04%
200
NKENIKE INC CL B
3,325$211.0M0.04%
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