Rosenberg Matthew Hamilton
Top Portfolio Positions
571 positions ·
$97,227,415 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
22,714 | $3,961,321 | 4.07% | |
| AAPL |
Apple Inc.
Technology
|
12,320 | $3,126,692 | 3.22% | |
| MSFT |
Microsoft Corp
Technology
|
7,442 | $2,754,805 | 2.83% | |
| XOM |
Exxon Mobil Corp
Energy
|
13,006 | $2,206,597 | 2.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,159 | $1,811,731 | 1.86% | |
| AVGO |
Broadcom Inc.
Technology
|
5,663 | $1,752,755 | 1.80% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
5,061 | $1,710,364 | 1.76% | |
| SLV |
iShares Silver Trust
|
21,106 | $1,438,162 | 1.48% | |
| CVX |
Chevron Corp
Energy
|
6,684 | $1,382,919 | 1.42% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
10,943 | $1,359,996 | 1.40% |
Portfolio Trend
Holdings in UGA
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,118 | 814 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $50,248 | 814 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $52,494 | 814 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,019 | 814 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $52,299 | 814 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $51,273 | 814 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $47,562 | 814 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $57,737 | 814 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $49,409 | 814 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $55,075 | 814 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $51,005 | 814 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $49,483 | 814 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $48,791 | 814 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $42,938 | 814 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $55,205 | 814 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $45,331 | 814 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $33,341 | 814 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $29,190 | 814 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $25,649 | 814 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $19,788 | 814 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $16,214 | 814 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $15,425 | 814 | Shares | Sole | 2020-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||