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)

StockValue
FALNISHARES FALLEN ANGELS USD BOND ETF
$12.0M
CMCANADIAN IMPERIAL BANK OF COMM COM
$12.0M
ITWILLINOIS TOOL WKS INC COM
$12.0M
BROSDUTCH BROS INC CL A
$12.0M
MDBMONGODB INC CL A
$12.0M
STLASTELLANTIS N.V SHS
$11.0M
HLNHALEON PLC SPON ADS
$11.0M
KMBKIMBERLY-CLARK CORP COM
$11.0M
LGLVSTATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF
$11.0M
METMETLIFE INC COM
$11.0M
FASTFASTENAL CO COM
$11.0M
FOXFOX CORP CL B COM
$11.0M
KVUEKENVUE INC COM
$11.0M
WSOWATSCO INC COM
$11.0M
PYPLPAYPAL HLDGS INC COM
$11.0M
LWLAMB WESTON HLDGS INC COM
$11.0M
ABEVAMBEV SA SPONSORED ADR
$10.0M
SIZEISHARES MSCI USA SIZE FACTOR ETF
$10.0M
HUTHUT 8 CORP COM
$10.0M
KIESTATE STREET SPDR S&P INSURANCE ETF
$10.0M
BRKRBRUKER CORP COM
$10.0M
AMLPALPS TRUST ETF ALERIAN MLP
$10.0M
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK
$10.0M
MCHIISHARES MSCI CHINA ETF
$10.0M
SOLVSOLVENTUM CORP COM SHS
$10.0M
SJMSMUCKER J M CO COM NEW
$10.0M
IVWISHARES S&P 500 GROWTH ETF
$10.0M
OGSONE GAS INC COM
$10.0M
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$10.0M
AVTAVNET INC COM
$9.0M
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$9.0M
CXCEMEX SAB DE CV SPON ADR NEW
$9.0M
GXOGXO LOGISTICS INCORPORATED COMMON STOCK
$9.0M
CTRECARETRUST REIT INC COM
$9.0M
NGGNATIONAL GRID PLC SPONSORED ADR NE
$9.0M
HASHASBRO INC COM
$9.0M
ON1OLD NATL BANCORP IND COM
$9.0M
PREFPRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF
$9.0M
AVYAVERY DENNISON CORP COM
$9.0M
FEFIRSTENERGY CORP COM
$9.0M
OTISOTIS WORLDWIDE CORP COM
$9.0M
SEDGSOLAREDGE TECHNOLOGIES INC COM
$8.0M
MTBM & T BK CORP COM
$8.0M
TLTISHARES 20 YR TREASURY ETF
$8.0M
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$8.0M
BWXTBWX TECHNOLOGIES INC COM
$8.0M
CADECADENCE BANK COM
$8.0M
ADCAGREE RLTY CORP COM
$8.0M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$8.0M
ZIONZIONS BANCORPORATION N A COM
$8.0M
POSTPOST HLDGS INC COM
$8.0M
SMMTSUMMIT THERAPEUTICS INC COM
$8.0M
CDWCDW CORP COM
$8.0M
KHCKRAFT HEINZ CO COM
$7.0M
PPAINVESCO AEROSPACE & DEFENSE ETF
$7.0M
GAPGAP INC COM
$7.0M
RALRALLIANT CORP COM
$7.0M
OLNOLIN CORP COM PAR $1
$7.0M
MTCHMATCH GROUP INC NEW COM
$7.0M
DEODIAGEO PLC SPON ADR NEW
$7.0M
YUMCYUM CHINA HLDGS INC COM
$7.0M
STCESCHWAB CRYPTO THEMATIC ETF
$7.0M
GNTXGENTEX CORP COM
$7.0M
DXJWISDOMTREE JAPAN HEDGED EQUITY
$7.0M
FHIFEDERATED HERMES INC CL B
$7.0M
JPXAEROVIRONMENT INC COM
$7.0M
ROPROPER TECHNOLOGIES INC COM
$6.0M
CMSCMS ENERGY CORP COM
$6.0M
ASTSAST SPACEMOBILE INC COM CL A
$6.0M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$6.0M
BIIBBIOGEN IDEC INC
$6.0M
HWMHOWMET AEROSPACE INC COM
$6.0M
PG4PRINCIPAL FINANCIAL GROUP INC COM
$6.0M
FBPFIRST BANCORP P R COM NEW
$6.0M
EIXEDISON INTL COM
$6.0M
ABNBAIRBNB INC COM CL A
$6.0M
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$5.0M
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$5.0M
SKMSK TELECOM CO LTD SPONSORED ADR
$5.0M
DOCHEALTHPEAK PROPERTIES INC COM
$5.0M
ADSKAUTODESK INC COM
$5.0M
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF
$5.0M
STNSTANTEC INC COM
$5.0M
ENSENERSYS COM
$5.0M
INGING GROEP N.V. SPONSORED ADR
$5.0M
FDO.FMACYS INC COM
$5.0M
SGMLSIGMA LITHIUM CORPORATION COM
$5.0M
MCIBARINGS CORPORATE INVS COM
$5.0M
STIPISHARES 0-5 YEAR TIPS BOND ETF
$5.0M
DOWDOW INC COM
$5.0M
KAIKADANT INC COM
$4.0M
STTSTATE STR CORP COM
$4.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$4.0M
ACMAECOM COM
$4.0M
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
$4.0M
KLACKLA CORP COM NEW
$4.0M
MNSTMONSTER BEVERAGE CORP NEW COM
$4.0M
GPCGENUINE PARTS CO COM
$4.0M
IWBISHARES RUSSELL 1000 ETF
$4.0M
PSKYPARAMOUNT SKYDANCE CORP COM CL B
$4.0M
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