HAMILTON CAPITAL PARTNERS, LLC

data from 30/09/2025

Capitalization

$ 260.605 M 24.91 %

Average holding period

3 ans

Performance

$ 56.515 M 29.56 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HAMILTON CAPITAL PARTNERS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TLH ISHARES TR 23.74% 61.871 M $ 600751 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 13.82% 36.004 M $ 80958 2024/12/31 9.907 M $ 40.00 %
2025/09/30 GOOGL ALPHABET INC 12.26% 31.950 M $ 131428 2024/12/31 14.670 M $ 37.94 %
2025/09/30 ORCL ORACLE CORP 7.85% 20.450 M $ 72714 2024/12/31 5.929 M $ 28.64 %
2025/09/30 MSFT MICROSOFT CORP 7.16% 18.653 M $ 36013 2024/12/31 832.219 K $ 4.13 %
2025/09/30 AVGO BROADCOM INC 6.76% 17.609 M $ 53375 2024/12/31 2.936 M $ 19.68 %
2025/09/30 NVDA NVIDIA CORPORATION 6.64% 17.302 M $ 92731 2024/12/31 3.757 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 6.60% 17.200 M $ 78335 2024/12/31 12.693 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 6.13% 15.963 M $ 21737 2024/12/31 -91.859 K $ -0.50 %
2025/09/30 HIPS GRANITESHARES ETF TR 2.32% 6.053 M $ 513380 2024/12/31 0.000 $ 0.00 %
2025/09/30 SPYG SPDR SERIES TRUST 2.22% 5.792 M $ 55419 2024/12/31 507.416 K $ 9.64 %
2025/09/30 BIL SPDR SERIES TRUST 1.28% 3.348 M $ 36495 2024/12/31 1.137 K $ 0.02 %
2025/09/30 AAPL APPLE INC 1.04% 2.699 M $ 10598 2024/12/31 2.856 M $ 24.11 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.67% 1.748 M $ 7075 2024/12/31 196.916 K $ 8.82 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.56% 1.471 M $ 2925 2024/12/31 50.231 K $ 3.49 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.22% 578.244 K $ 868 2024/12/31 41.950 K $ 7.82 %
2025/09/30 GE GE AEROSPACE 0.19% 498.459 K $ 1657 2024/12/31 71.963 K $ 16.87 %
2025/09/30 XOM EXXON MOBIL CORP 0.19% 488.659 K $ 4334 2024/12/31 21.453 K $ 4.59 %
2025/09/30 CVX CHEVRON CORP NEW 0.16% 427.048 K $ 2750 2024/12/31 33.274 K $ 8.45 %
2025/09/30 GEV GE VERNOVA INC 0.10% 254.569 K $ 414 2025/06/30 35.500 K $ 16.21 %
2025/09/30 ECL ECOLAB INC 0.09% 245.105 K $ 895 2024/12/31 3.955 K $ 1.64 %
2025/09/30 ECL ECOLAB INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BILS SPDR SERIES TRUST 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 V VISA INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %