CIK 1812103
Rosenberg Matthew Hamilton
Institutional 13F holdings & portfolio
Holdings
803
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 803
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 107 | $15K–$50K | SH |
| ORA | ORMAT TECHNOLOGIES INC COM | 376 | $15K–$50K | SH |
| USB | US BANCORP DEL COM NEW | 772 | $15K–$50K | SH |
| OVV | OVINTIV INC COM | 1K | $15K–$50K | SH |
| MELI | MERCADOLIBRE INC COM | 20 | $15K–$50K | SH |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 1K | $15K–$50K | SH |
| BCS | BARCLAYS PLC ADR | 2K | $15K–$50K | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 278 | $15K–$50K | SH |
| VVV | VALVOLINE INC COM | 1K | $15K–$50K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 270 | $15K–$50K | SH |
| SE | SEA LTD SPONSORD ADS | 298 | $15K–$50K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 696 | $15K–$50K | SH |
| WTRG | ESSENTIAL UTILS INC COM | 947 | $15K–$50K | SH |
| SUI | SUN CMNTYS INC | 291 | $15K–$50K | SH |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | 230 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC COM | 313 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP COM | 155 | $15K–$50K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 748 | $15K–$50K | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 165 | $15K–$50K | SH |
| VST | VISTRA CORP COM | 216 | $15K–$50K | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 592 | $15K–$50K | SH |
| EXR | EXTRA SPACE STORAGE INC COM | 266 | $15K–$50K | SH |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 1K | $15K–$50K | SH |
| NEU | NEWMARKET CORP COM | 50 | $15K–$50K | SH |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 670 | $15K–$50K | SH |
| SU | SUNCOR ENERGY INC NEW COM | 757 | $15K–$50K | SH |
| ZTS | ZOETIS INC CL A | 264 | $15K–$50K | SH |
| ARCC | ARES CAPITAL CORP COM | 2K | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 118 | $15K–$50K | SH |
| TFC | TRUIST FINL CORP COM | 668 | $15K–$50K | SH |
| MHK | MOHAWK INDS INC COM | 300 | $15K–$50K | SH |
| VALE | VALE S A SPONSORED ADS | 2K | $15K–$50K | SH |
| AVB | AVALONBAY CMNTYS INC COM | 178 | $15K–$50K | SH |
| MTN | VAIL RESORTS INC COM | 243 | $15K–$50K | SH |
| NEM | NEWMONT CORP COM | 306 | $15K–$50K | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 357 | $15K–$50K | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 210 | $15K–$50K | SH |
| HUM | HUMANA INC COM | 118 | $15K–$50K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 303 | $15K–$50K | SH |
| ROST | ROSS STORES INC COM | 167 | $15K–$50K | SH |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | 518 | $15K–$50K | SH |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | 333 | $15K–$50K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 107 | $15K–$50K | SH |
| SATS | ECHOSTAR CORP CL A | 264 | $15K–$50K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 79 | $15K–$50K | SH |
| EQIX | EQUINIX INC COM | 37 | $15K–$50K | SH |
| GIS | GENERAL MLS INC COM | 600 | $15K–$50K | SH |
| EQR | EQUITY RESIDENTIAL SH BEN INT | 440 | $15K–$50K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 338 | $15K–$50K | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 194 | $15K–$50K | SH |