Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HAMILTON CAPITAL PARTNERS, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

HAMILTON CAPITAL PARTNERS, LLC (CIK 2037578) reported $344.3M across 32 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TLH ($86.0M, 24.98%), TSLA ($44.9M, 13.04%), GOOGL ($33.0M, 9.60%), META ($27.8M, 8.08%), AMZN ($24.7M, 7.17%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TLHISHARES TR$86.0M24.98%857,106Added
2TSLATESLA INC$44.9M13.04%106,769Trimmed
3GOOGLALPHABET INC$33.0M9.60%92,474Trimmed
4METAMETA PLATFORMS INC$27.8M8.08%49,379Trimmed
5AMZNAMAZON COM INC$24.7M7.17%103,554Trimmed
6AVGOBROADCOM INC$23.0M6.69%61,003Trimmed
7MSFTMICROSOFT CORP$21.6M6.27%57,868Added
8NVDANVIDIA CORPORATION$20.2M5.86%100,860Trimmed
9ORCLORACLE CORP$15.7M4.57%107,306Added
10HIPSGRANITESHARES ETF TR$10.0M2.91%868,768New
11USMVISHARES TR$8.1M2.36%84,062New
12SPYGSPDR SERIES TRUST$6.4M1.86%53,876Trimmed
13BILSPDR SERIES TRUST$5.8M1.68%63,114Trimmed
14SPCXSPACE EXPLORATION TECHN CORP$5.5M1.60%32,146New
15SRLNSSGA ACTIVE ETF TR$1.8M0.53%45,273New
16JAAAJANUS DETROIT STR TR$1.7M0.50%34,126New
17BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.42%2,901Hold
18QQQMINVESCO EXCH TRADED FD TR II$862,2600.25%2,846Trimmed
19AAPLAPPLE INC$808,0400.23%2,793Trimmed
20SPYSTATE STR SPDR S&P 500 ETF T$610,8580.18%818Trimmed
21ALTOALTO INGREDIENTS INC$569,4300.17%99,900New
22XLVSELECT SECTOR SPDR TR$546,9010.16%3,447Added
23XLFSELECT SECTOR SPDR TR$520,9820.15%9,718Added
24XLISELECT SECTOR SPDR TR$476,7820.14%2,574Hold
25CVXCHEVRON CORPORATION$455,8400.13%2,750Trimmed

Source: SEC Form 13F filings · as of 2026-06-30