HAMILTON CAPITAL PARTNERS, LLC

CIK 0002037578 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

HAMILTON CAPITAL PARTNERS, LLC reported 32 positions worth $344.3M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: TLH (25.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$344.3M
2026 Q2
Positions
32
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.2%
Est. Net Flow (Q)
2026 Q2
10 / 32 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TLHISHARES TRSH$86.0M24.98%857,106
2TSLATESLA INCSH$44.9M13.04%106,769
3GOOGLALPHABET INCSH$33.0M9.60%92,474
4METAMETA PLATFORMS INCSH$27.8M8.08%49,379
5AMZNAMAZON COM INCSH$24.7M7.17%103,554
6AVGOBROADCOM INCSH$23.0M6.69%61,003
7MSFTMICROSOFT CORPSH$21.6M6.27%57,868
8NVDANVIDIA CORPORATIONSH$20.2M5.86%100,860
9ORCLORACLE CORPSH$15.7M4.57%107,306
10HIPSGRANITESHARES ETF TRSH$10.0M2.91%868,768

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HAMILTON CAPITAL PARTNERS, LLC hold as of Q2 2026?

HAMILTON CAPITAL PARTNERS, LLC reported 32 positions worth $344.3M in its Q2 2026 13F filing. Largest positions: TLH (25.0%), TSLA (13.0%), GOOGL (9.6%), META (8.1%) and AMZN (7.2%).

What did HAMILTON CAPITAL PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HAMILTON CAPITAL PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.