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Portfolio (Quarterly) Guide ↗

Rosenberg Matthew Hamilton

· CIK 0001812103
13F Portfolio $488M AUM 800 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 111 Added 143 Reduced 23 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TOTALENERGIES SE ACT 3,766.0 $343K 0.07% NEW $90.98
2 VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF 3,202.0 $244K 0.05% NEW $76.29
3 GMUB GOLDMAN SACHS MUNICIPAL INCOME ETF 1,769.0 $90K 0.02% NEW $50.95 +0.1%
4 Q QNITY ELECTRONICS INC COMMON STOCK Technology 652.0 $75K 0.01% NEW $115.38 +36.0%
5 GUMI GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF 1,488.0 $75K 0.01% NEW $50.42 -0.2%
6 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 356.0 $27K 0.01% NEW $76.16 +7.4%
7 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 474.0 $19K 0.00% NEW $39.43 +5.4%
8 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 861.0 $13K 0.00% NEW $14.95 +7.4%
9 JGRO JPMORGAN ACTIVE GROWTH ETF 60.0 $5K 0.00% NEW $84.52 +15.0%
10 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 13.0 $5K 0.00% NEW $358.77 -11.8%
11 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 106.0 $4K 0.00% NEW $35.78 +15.9%
12 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 62.0 $4K 0.00% NEW $56.58 +8.0%
13 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 89.0 $3K 0.00% NEW $37.02 +15.3%
14 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 30.0 $2K NEW $78.40 +8.6%
15 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 51.0 $2K NEW $33.82 +6.8%
16 VBK VANGUARD SMALL-CAP GROWTH ETF 4.0 $1K NEW $302.25 +14.8%
17 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 12.0 $1K NEW $96.00 +11.2%
18 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 32.0 $1K NEW $35.94 +7.1%
19 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 21.0 $1K NEW $52.52 +5.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.3%
Financial Services 15.1%
Energy 13.2%
Industrials 9.5%
Healthcare 9.0%
Consumer Cyclical 8.0%
Communication Services 7.8%
Consumer Defensive 6.0%
Basic Materials 4.7%
Utilities 4.1%