Fund Holdings — Rosenberg Matthew Hamilton

Total Portfolio Value
$488.04M
Total Bought
$16.76M
Total Sold
$10.64M
Net Transaction
+$6.12M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
447,133474,468+27,33537,44739,2628.04%+1,815
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
695,111717,520+22,40935,16636,3147.44%+1,148
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
162,293185,564+23,2718,1969,2761.90%+1,081
SCHWAB INTERNATIONAL EQUITY ETF915,089923,441+8,35221,99922,8554.68%+856
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF14,32622,375+8,0491,5292,3830.49%+854
EXXON MOBIL CORP COM12,82213,006+1841,5432,2070.45%+664
SCHWAB SHORT-TERM US TREASURY ETF362,841386,004+23,1638,8429,3681.92%+526
VALERO ENERGY CORP COM(VLO)4,7304,932+2027701,2190.25%+449
CONOCOPHILLIPS COM(COP)10,04510,223+1789401,3490.28%+409
MARATHON PETE CORP COM(MPC)3,8514,037+1866269860.20%+359
CHEVRON CORPORATION COM(CVX)6,8076,684-1231,0371,3830.28%+345
TOTALENERGIES SE ACT(TTE)03,766+3,76603430.07%+343
PHILLIPS 66 COM(PSX)5,0205,106+866489300.19%+282
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF19,26022,433+3,1731,8542,1070.43%+253
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF03,202+3,20202440.05%+244
CATERPILLAR INC COM(CAT)1,6001,596-49171,1310.23%+214
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
76,37676,637+2615,1345,3451.10%+211
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
265,768269,504+3,73613,53813,7392.82%+201
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)5,0215,061+401,5261,7100.35%+185
JOHNSON & JOHNSON COM(JNJ)3,6163,811+1957489320.19%+183
SHELL PLC SPON ADS(SHEL)9,0709,010-606668380.17%+171
EOG RES INC COM(EOG)2,9623,273+3113114730.10%+162
ISHARES MBS ETF13,02514,597+1,5721,2401,3860.28%+146
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
47,49651,523+4,0272,0362,1800.45%+144
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
ST STR PFD ETF
95,167102,305+7,1383,0163,1550.65%+139
ISHARES CMBS ETF
CMBS ETF
24,45827,434+2,9761,2001,3370.27%+136
WALMART INC COM(WMT)10,99410,943-511,2251,3600.28%+135
OCCIDENTAL PETE CORP COM(OXY)2,2943,484+1,190942260.05%+132
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
240,776237,100-3,67610,69310,8242.22%+131
VANGUARD FTSE DEVELOPED MARKETS ETF157,050155,021-2,0299,8119,9342.04%+123
VANGUARD HIGH DIVIDEND YIELD39,98739,572-4155,7395,8611.20%+122
VERIZON COMMUNICATIONS(VZ)8,7219,403+6823554720.10%+117
APA CORPORATION COM(APA)6,3946,39401562710.06%+115
BP PLC SPONSORED ADR(BP)9,2669,26603224350.09%+114
COSTCO WHOLESALE CORPORATION COM(COST)695715+205997120.15%+113
PROCTER & GAMBLE CO COM(PG)2,7663,478+7123965020.10%+106
FIDELITY MSCI ENERGY INDEX ETF11,39411,39402823880.08%+105
BAKER HUGHES COMPANY CL A(BKR)6,7946,79403094150.08%+105
MERCK & CO INC(MRK)4,8835,130+2475146170.13%+103
HONEYWELL INTL INC COM(HON)1,2801,546+2662503490.07%+100
WILLIAMS COS INC COM(WMB)2,2863,228+9421372350.05%+98
LOCKHEED MARTIN CORP COM(LMT)811810-13924900.10%+97
SPDR GOLD SHARES(GLD)2,8632,86301,1351,2320.25%+97
SOUTHERN COPPER CORP COM(SCCO)3,2273,245+184635580.11%+95
GOLDMAN SACHS MUNICIPAL INCOME ETF
MUNI INCOME ETF
01,769+1,7690900.02%+90
MONDELEZ INTL INC CL A(MDLZ)3,9425,218+1,2762123010.06%+89
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
28,37331,219+2,8469591,0470.21%+88
EATON CORP PLC SHS(ETN)1,4571,535+784645490.11%+85
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
33033003534360.09%+83
CONSTELLATION BRANDS INC CL A(STZ)133663+53018990.02%+81
T-MOBILE US INC COM(TMUS)1,4261,751+3252903680.08%+78
WELLTOWER INC COM(WELL)491848+357911680.03%+77
QNITY ELECTRONICS INC COMMON STOCK(Q)0652+6520750.02%+75
GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF
ULT SHO MUN ETF
01,488+1,4880750.02%+75
ISHARES SILVER TRUST(SLV)21,17821,106-721,3641,4380.29%+74
KINDER MORGAN INC DEL COM(KMI)11,95311,95303294010.08%+72
APPLIED MATLS INC COM668709+411722420.05%+71
ONEOK INC NEW COM(OKE)4,1474,14703053750.08%+70
LINDE PLC SHS(LIN)99299204234920.10%+69
SCHWAB US DIVIDEND EQUITY ETF23,73223,441-2916517190.15%+68
DEERE & CO COM(DE)369425+561722390.05%+68
ISHARES U.S. ENERGY ETF4,4114,243-1682102750.06%+65
ALBEMARLE CORP COM(ALB)9711,123+1521372020.04%+64
MICRON TECHNOLOGY INC COM(MU)1,2041,20403444070.08%+63
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF22,38622,037-3492,0152,0770.43%+62
DIAMONDBACK ENERGY INC COM(FANG)1,0151,082+671532140.04%+61
AIR PRODUCTS AND CHEMICALS INC COM611724+1131512100.04%+59
AT&T INC COM(T)7,2568,211+9551802380.05%+58
FEDEX CORP COM(FDX)83183102402960.06%+56
OVINTIV INC COM(OVV)1,0401,607+56741950.02%+55
DELL TECHNOLOGIES INC CL C(DELL)1,4061,40601772310.05%+54
SOUTHERN CO COM(SO)4,5964,702+1064014540.09%+53
CSX CORP COM(CSX)5,3105,962+6521922450.05%+52
MCDONALDS CORP COM(MCD)2,1192,247+1286486980.14%+51
NORTHROP GRUMMAN CORP COM(NOC)45245202583080.06%+51
GE VERNOVA INC COM(GEV)301283-181972470.05%+50
NEXTERA ENERGY INC COM(NEE)3,9423,94203163660.08%+50
CORTEVA INC COM(CTVA)2,9692,96901992490.05%+50
COCA COLA CO COM(KO)7,6637,644-195365810.12%+46
ALCOA CORP COM(AA)3,3173,31701762200.05%+44
SEMPRA COM(SRE)5,1915,158-334585010.10%+43
UNION PAC CORP COM(UNP)1,5461,646+1003583990.08%+42
MURPHY OIL CORP COM(MUR)4,0004,00001251650.03%+40
LAM RESEARCH CORP COM NEW(LRCX)93993901612010.04%+40
KROGER CO COM(KR)3,7313,761+302332720.06%+39
AGILENT TECHNOLOGIES INC COM(A)2338+3360390.01%+38
ISHARES GOLD TRUST(IAU)5,2505,25004264630.09%+37
GILEAD SCIENCES INC COM(GILD)2,5472,505-423133490.07%+37
CORNING INC COM(GLW)7477470651020.02%+36
ISHARES GLOBAL ENERGY ETF2,2872,2870961320.03%+36
VANGUARD FTSE EMERGING MARKETS ETF29,27229,768+4961,5741,6090.33%+35
ENI SPA SPONSORED ADR(E)1,8711,8710711060.02%+35
UNITED STATES GASOLINE FUND LP(UGA)814814050840.02%+34
ISHARES SEMICONDUCTOR ETF1,1631,16303503820.08%+32
COMCAST CORP NEW CL A(CCZ)2,5903,810+1,220771090.02%+32
DUPONT DE NEMOURS INC COM(DD)2,5732,955+3821031350.03%+32
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
38,02338,253+2303,4753,5060.72%+31
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH(MT)4,8004,80002192500.05%+31
AMGEN INC COM(AMGN)1,3211,316-54324630.09%+31
KIMBERLY-CLARK CORP COM(KMB)112430+31811410.01%+30
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Rosenberg Matthew Hamilton — 13F Holdings — Q1 2026 | TickerTrail