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
201
BOXBOX INC CL A
7,013$209.0M0.04%
202
IYEISHARES U.S. ENERGY ETF
4,411$209.0M0.04%
203
OMCOMNICOM GROUP INC COM
2,547$205.0M0.04%
204
MCKMCKESSON CORP COM
248$203.0M0.04%
205
WMWASTE MGMT INC DEL COM
920$202.0M0.04%
206
HBC2HSBC HLDGS PLC SPON ADR NEW
2,578$202.0M0.04%
207
CTVACORTEVA INC COM
2,969$199.0M0.04%
208
MAMASTERCARD INCORPORATED CL A
348$198.0M0.04%
209
GEVGE VERNOVA INC COM
301$196.0M0.04%
210
VMCVULCAN MATLS CO COM
685$195.0M0.04%
211
CMECME GROUP INC COM
716$195.0M0.04%
212
NVONOVO-NORDISK A S ADR
3,843$195.0M0.04%
213
CSXCSX CORP COM
5,310$192.0M0.04%
214
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
6,108$190.0M0.04%
215
FMATFIDELITY MSCI MATERIALS INDEX ETF
3,572$189.0M0.04%
216
EPIWISDOMTREE TR INDIA EARNINGS FD
4,094$189.0M0.04%
217
IWMISHARES RUSSELL 2000 ETF
764$188.0M0.04%
218
NVSNNOVARTIS AG SPONSORED ADR
1,342$185.0M0.04%
219
DDOMINION ENERGY INC COM
3,160$185.0M0.04%
220
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
2,162$184.0M0.04%
221
EFVISHARES MSCI EAFE VALUE INDEX ETF
2,576$183.0M0.04%
222
FFORD MTR CO COM
13,963$183.0M0.04%
223
BSXBOSTON SCIENTIFIC CORP COM
1,916$182.0M0.04%
224
TAT&T INC COM
7,256$180.0M0.04%
225
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
6,052$178.0M0.04%
226
HIIHUNTINGTON INGALLS INDS INC COM
525$178.0M0.04%
227
AAALCOA CORP COM
3,317$176.0M0.04%
228
DELLDELL TECHNOLOGIES INC CL C
1,406$176.0M0.04%
229
ATOATMOS ENERGY CORP COM
1,039$174.0M0.04%
230
SHWSHERWIN WILLIAMS CO COM
533$172.0M0.04%
231
DHRDANAHER CORPORATION COM
755$172.0M0.04%
232
AMATAPPLIED MATLS INC COM
668$171.0M0.04%
233
DEDEERE & CO COM
369$171.0M0.04%
234
PEOEXELON CORP COM
3,923$171.0M0.04%
235
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR
2,350$169.0M0.04%
236
AEPAMERICAN ELEC PWR CO INC COM
1,470$169.0M0.04%
237
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
2,219$169.0M0.04%
238
CITHE CIGNA GROUP COM
613$168.0M0.03%
239
EDCONSOLIDATED EDISON INC COM
1,678$166.0M0.03%
240
WABWABTEC COM
780$166.0M0.03%
241
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
2,208$164.0M0.03%
242
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
611$164.0M0.03%
243
DBDEUTSCHE BANK A G NAMEN AKT
4,216$162.0M0.03%
244
WBDWARNER BROS DISCOVERY INC COM SER A
5,627$162.0M0.03%
245
ARMKARAMARK COM
4,402$162.0M0.03%
246
LRCXLAM RESEARCH CORP COM NEW
939$160.0M0.03%
247
ISRGINTUITIVE SURGICAL INC COM NEW
283$160.0M0.03%
248
PCYPOWERSHARES EMERGING MKTS SOVEREIGN DEBT
7,320$158.0M0.03%
249
BBHYJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
3,416$158.0M0.03%
250
PKGPACKAGING CORP AMER COM
764$157.0M0.03%
251
EWCISHARES MSCI CANADA INDEX
2,893$156.0M0.03%
252
PCARPACCAR INC COM
1,433$156.0M0.03%
253
DALDELTA AIR LINES INC DEL COM NEW
2,251$156.0M0.03%
254
NSCNORFOLK SOUTHN CORP COM
542$156.0M0.03%
255
APAAPA CORPORATION COM
6,394$156.0M0.03%
256
PAYXPAYCHEX INC COM
1,392$156.0M0.03%
257
SYYSYSCO CORP COM
2,093$154.0M0.03%
258
FANGDIAMONDBACK ENERGY INC COM
1,015$152.0M0.03%
259
SPGSIMON PPTY GROUP INC NEW COM
816$151.0M0.03%
260
APDAIR PRODS & CHEMS INC COM
611$150.0M0.03%
261
IJKISHARES S&P MID-CAP 400 GROWTH ETF
1,554$150.0M0.03%
262
AZOAUTOZONE INC COM
44$149.0M0.03%
263
FRFIRST INDL RLTY TR INC COM
2,611$149.0M0.03%
264
MOALTRIA GROUP INC COM
2,583$148.0M0.03%
265
IJJISHARES S&P MID-CAP 400 VALUE ETF
1,131$148.0M0.03%
266
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
2,986$146.0M0.03%
267
BHPBHP GROUP LTD SPONSORED ADS
2,406$145.0M0.03%
268
RYROYAL BK CDA COM
846$144.0M0.03%
269
BBAGJPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
3,099$143.0M0.03%
270
FITBFIFTH THIRD BANCORP COM
3,051$142.0M0.03%
271
TDTORONTO DOMINION BK ONT COM NEW
1,489$140.0M0.03%
272
EQTEQT CORP COM
2,626$140.0M0.03%
273
MMM3M CO COM
875$140.0M0.03%
274
HSTHOST HOTELS & RESORTS INC COM
7,802$138.0M0.03%
275
WMBWILLIAMS COS INC COM
2,286$137.0M0.03%
276
ALBALBEMARLE CORP COM
971$137.0M0.03%
277
WATWATERS CORP COM
359$136.0M0.03%
278
ADIANALOG DEVICES INC COM
494$133.0M0.03%
279
INFYINFOSYS LTD SPONSORED ADR
7,507$133.0M0.03%
280
GWWWW GRAINGER INC COM
131$132.0M0.03%
281
YETIYETI HLDGS INC COM
3,000$132.0M0.03%
282
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
1,245$132.0M0.03%
283
PLTRPALANTIR TECHNOLOGIES INC CL A
748$132.0M0.03%
284
ECLECOLAB INC COM
504$132.0M0.03%
285
SPYSPDR S&P 500 ETF TRUST
195$132.0M0.03%
286
PANWPALO ALTO NETWORKS INC COM
707$130.0M0.03%
287
PWBINVESCO LARGE CAP GROWTH ETF
1,012$128.0M0.03%
288
FCXFREEPORT-MCMORAN INC CL B
2,488$126.0M0.03%
289
MURMURPHY OIL CORP COM
4,000$125.0M0.03%
290
DRIDARDEN RESTAURANTS INC COM
674$124.0M0.03%
291
UBSUBS GROUP AG SHS
2,667$123.0M0.03%
292
FQIDIGITAL RLTY TR INC COM
799$123.0M0.03%
293
CLCOLGATE PALMOLIVE CO COM
1,568$123.0M0.03%
294
DYHTARGET CORP COM
1,257$122.0M0.03%
295
EWJISHARES MSCI JAPAN ETF
1,500$121.0M0.03%
296
WMGWARNER MUSIC GROUP CORP COM CL A
3,936$120.0M0.02%
297
ALSALLSTATE CORP COM
577$120.0M0.02%
298
SHOPSHOPIFY INC CL A SUB VTG SHS
747$120.0M0.02%
299
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
537$119.0M0.02%
300
ENBENBRIDGE INC COM
2,505$119.0M0.02%
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