HAMILTON CAPITAL PARTNERS, LLC: 13F holdings
CIK 20375782026Q2
| Positions | 32 |
|---|
| Reported value | $344.3m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 32 (+2 vs prior quarter) |
|---|
| Reported value | $344.3m (+7.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TLH ISHARES TR | 857,106 | $86.0m | 25.0% |
| TSLA TESLA INC | 106,769 | $44.9m | 13.0% |
| GOOGL ALPHABET INC | 92,474 | $33.0m | 9.6% |
| META META PLATFORMS INC | 49,379 | $27.8m | 8.1% |
| AMZN AMAZON COM INC | 103,554 | $24.7m | 7.2% |
| AVGO BROADCOM INC | 61,003 | $23.0m | 6.7% |
| MSFT MICROSOFT CORP | 57,868 | $21.6m | 6.3% |
| NVDA NVIDIA CORPORATION | 100,860 | $20.2m | 5.9% |
| ORCL ORACLE CORP | 107,306 | $15.7m | 4.6% |
| GRANITESHARES ETF TR | 868,768 | $10.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2037578")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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