1y return+20.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $129 against $127 in the S&P 500.2
Hamilton Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TLHIshares Tr | $86.0M | 25.0% | +151.6% |
| TSLATesla Inc | $44.9M | 13.0% | −22.2% |
| GOOGLAlphabet Inc | $33.0M | 9.6% | −28.9% |
| METAMeta Platforms Inc | $27.8M | 8.1% | −10.1% |
| AMZNAmazon Com Inc | $24.7M | 7.2% | −14.5% |
| AVGOBroadcom Inc | $23.0M | 6.7% | −4.1% |
| MSFTMicrosoft Corp | $21.6M | 6.3% | +12.3% |
| NVDANvidia Corporation | $20.2M | 5.9% | −1.1% |
| ORCLOracle Corp | $15.7M | 4.6% | +10.2% |
| HIPSGraniteshares Etf Tr | $10.0M | 2.9% | New |
| USMVIshares Tr | $8.1M | 2.4% | New |
| SPYGSpdr Series Trust | $6.4M | 1.9% | −26.2% |
| BILSpdr Series Trust | $5.8M | 1.7% | −87.5% |
| SPCXSpace Exploration Techn Corp | $5.5M | 1.6% | New |
| SRLNSsga Active Etf Tr | $1.8M | 0.5% | New |
| JAAAJanus Detroit Str Tr | $1.7M | 0.5% | New |
| BRK/BBerkshire Hathaway Inc Del | $1.5M | 0.4% | |
| QQQMInvesco Exch Traded Fd Tr II | $862K | 0.3% | −74.5% |
| AAPLApple Inc | $808K | 0.2% | −40.6% |
| SPYState Str Spdr S&p 500 Etf T | $611K | 0.2% | −90.1% |
| ALTOAlto Ingredients Inc | $569K | 0.2% | New |
| XLVSelect Sector Spdr Tr | $547K | 0.2% | +11.2% |
| XLFSelect Sector Spdr Tr | $521K | 0.2% | +19.1% |
| XLISelect Sector Spdr Tr | $477K | 0.1% | |
| CVXChevron Corporation | $456K | 0.1% | −8.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $33.0M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $23.0M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $20.2M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2024 | +44.0% | $862K |
| SPYGSpdr Series Trust | December 31, 2024 | +35.4% | $6.4M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2024 | +27.4% | $611K |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2024 | +27.1% | $376K |
| XLISelect Sector Spdr Tr | December 31, 2025 | +19.4% | $477K |
| AAPLApple Inc | December 31, 2024 | +15.5% | $808K |
| CVXChevron Corporation | December 31, 2024 | +14.4% | $456K |
Sold off last quarter
- GEGe Aerospace was $470K
- PFEPfizer Inc was $371K
- GEVGe Vernova Inc was $361K
- CATCaterpillar Inc was $306K
- VONGVanguard Scottsdale Fds was $294K
- VOOVanguard Index Fds was $294K
- LLYEli Lilly & Co was $225K
- WMTWalmart Inc was $216K
- JPMJpmorgan Chase & Co was $200K
- GOOGAlphabet Inc was $161K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −8.5% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +20.1% | +7.8% |
| June 30, 2025 | +23.4% | +10.5% |
| March 31, 2025 | −13.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hamilton Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2037578&type=13F-HR&dateb=&owner=include&count=40CIK 2037578
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2037578/000139834426012315/Filed July 20, 2026 · accession 0001398344-26-012315