Rosenberg Matthew Hamilton
Top Portfolio Positions
573 positions ·
$98,215,329 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
22,714 | $3,961,321 | 4.03% | |
| AAPL |
Apple Inc.
Technology
|
12,320 | $3,126,692 | 3.18% | |
| MSFT |
Microsoft Corp
Technology
|
7,442 | $2,754,805 | 2.80% | |
| XOM |
Exxon Mobil Corp
Energy
|
13,006 | $2,206,597 | 2.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,159 | $1,811,731 | 1.84% | |
| AVGO |
Broadcom Inc.
Technology
|
5,663 | $1,752,755 | 1.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
5,061 | $1,710,364 | 1.74% | |
| SLV |
iShares Silver Trust
|
21,106 | $1,438,162 | 1.46% | |
| CVX |
Chevron Corp
Energy
|
6,684 | $1,382,919 | 1.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
10,943 | $1,359,996 | 1.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,769 | 397 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $16,558 | 397 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $17,317 | 397 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,504 | 397 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $15,566 | 397 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $14,947 | 397 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $84,100 | 2,120 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $81,853 | 2,120 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $82,976 | 2,120 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $82,828 | 2,120 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $76,192 | 2,120 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $81,665 | 2,190 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $40,585 | 1,038 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $37,980 | 1,038 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $36,880 | 1,038 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $42,817 | 1,038 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $46,139 | 1,038 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $43,813 | 1,038 | Shares | Sole | 2022-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||