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 SUN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,214 | 188 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,853 | 188 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,350 | 87 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $98,337 | 1,835 | Shares | Sole | 2025-07-28 | |
| No 13F history on record for this holder in this stock. | ||||||