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Disclosery

13F-HR filed by James Hambro & Partners LLP

James Hambro & Partners LLP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-23, with 68 holding rows worth $2,764,895,024.

Accession
0001731152-26-000005
Filer
CIK 1731152
Filed
2026-07-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 69 entries on the cover page, a total value of $2,764,895,024 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,764,895,024 with VALUE read as dollars as filed, 13F file number 028-18403. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
AMPHENOL CORP NEW032095101COM1,405,282$247,835,533dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM670,426$236,888,322dollars as filed
JPMorgan Chase & Co46625H100COM655,842$214,640,692dollars as filed
Amazon.com, Inc023135106COM775,567$184,747,815dollars as filed
NVIDIA Corp67066G104COM874,469$174,692,671dollars as filed
Visa Inc92826C839COM469,059$160,734,792dollars as filed
Microsoft Corp594918104COM428,709$159,837,719dollars as filed
Texas Instruments Incorporated882508104COM477,948$142,428,503dollars as filed
AMETEK INC COM031100100Stock581,319$140,612,346dollars as filed
Thermo Fisher Scientific Inc.883556102COM229,471$114,932,846dollars as filed
Coca-Cola Company191216100COM1,306,225$106,117,719dollars as filed
MCKESSON CORP COM58155Q103Stock134,651$101,701,226dollars as filed
Broadcom Inc.11135F101COM254,031$95,844,627dollars as filed
Intuitive Surgical,Inc.46120E602COM238,834$94,959,202dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock2,119,145$90,264,981dollars as filed
Intercontinental Exchange,Inc.45866F104COM698,494$85,981,119dollars as filed
SUNBELT RENTALS HOLDINGS INC SHS866966104Stock1,175,157$85,696,858dollars as filed
Progressive Corporation743315103COM351,505$76,717,724dollars as filed
EMERSON ELEC CO COM291011104Stock527,066$75,425,778dollars as filed
BECTON DICKINSON & CO075887109COM295,686$44,732,855dollars as filed
MERCADOLIBREINC58733R102STOK8,446$14,338,268dollars as filed
S&P Global,Inc.78409V104COM35,043$14,252,513dollars as filed
TJX Companies Inc872540109COM93,243$14,127,246dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM39,255$14,018,156dollars as filed
SPDR GOLD TR78463V107GOLD SHS35,566$13,104,114dollars as filed
ISHARES TR464288182MSCI AC ASIA ETF88,915$10,617,340dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS18,418$8,786,583dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock29,250$6,712,143dollars as filed
Chevron Corporation166764100COM25,300$4,193,980dollars as filed
MasterCard, Inc57636Q104COM8,101$4,159,984dollars as filed
Prologis,Inc.74340W103COM19,003$2,573,861dollars as filed
iShares Global Tech ETF464287291SHS12,125$1,749,455dollars as filed
Eli Lilly and Company532457108COM1,324$1,588,098dollars as filed
Berkshire Hathaway Inc084670702COM3,004$1,502,675dollars as filed
SEI EXCHANGE TRADED FUNDS81589A809DBI MULTI-STRGY52,283$1,387,067dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock5,314$1,260,932dollars as filed
Walmart Inc.931142103COM9,372$1,060,957dollars as filed
International Business Machines Corporation459200101COM3,770$1,060,331dollars as filed
iShares TIPS Bond ETF464287176SHS7,865$860,824dollars as filed
Lockheed Martin Corporation539830109COM1,468$747,057dollars as filed
Apple Inc037833100COM2,568$742,562dollars as filed
CUMMINS INC COM231021106Stock938$668,779dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,737$647,519dollars as filed
Marsh & McLennan Companies,Inc.571748102COM3,794$632,137dollars as filed
SYSCOCORP871829107COM7,000$584,920dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,950$583,205dollars as filed
PepsiCo,Inc.713448108COM3,959$536,068dollars as filed
META PLATFORMS INC CL A30303M102COM935$526,395dollars as filed
AbbVie,Inc.00287Y109COM2,091$525,520dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock1,032$525,422dollars as filed
Lam Research Corporation512807306COM1,119$485,002dollars as filed
Booking Holdings Inc.09857L108COM2,483$442,545dollars as filed
FASTENAL CO COM311900104Stock9,068$435,490dollars as filed
ARISTA NETWORKS INC040413205COM2,549$433,126dollars as filed
Johnson & Johnson478160104COM1,675$425,424dollars as filed
Procter & Gamble Co742718109COM2,763$404,765dollars as filed
Uber Technologies90353T100COM5,417$390,538dollars as filed
IRON MTN INC DEL COM46284V101REIT2,972$375,348dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock1,514$366,486dollars as filed
Wells Fargo & Company949746101COM4,019$332,170dollars as filed
Bank of America Corp060505104COM5,051$287,679dollars as filed
COHERENT CORP COM19247G107Stock700$276,058dollars as filed
XCELENERGY INC98389B100COM3,425$274,839dollars as filed
Schlumberger Limited806857108COM5,862$272,436dollars as filed
Home Depot, Inc437076102COM750$264,288dollars as filed
Waste Management, Inc.94106L109COM1,090$242,835dollars as filed
Stryker Corporation863667101COM762$239,942dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR13,473$78,614dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001731152-26-000005this filing2026-07-23acceptance time not in the bulk data set