Hamilton-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AVGO",
  "META",
  null,
  "LIN",
  "MSFT",
  "GE",
  "ORCL",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "SPYG",
  "TSM",
  "AMZN",
  "V",
  "CRM",
  null,
  "BAC",
  "BRK-B",
  "CVX",
  "XOM",
  "LLY",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 24
Total Value: 157833987
Accession Number: 0001398344-25-007357
Form Type: 13F-HR
CIK: hamilton-capital-partners
Manager Name: Hamilton-Capital-Partners

Data Enrichment

92% identified

22 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

24 positions • $157.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:76.4K

Value:$17.0M

% of Portfolio:10.8% ($17.0M/$157.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:108.6K

Value:$16.8M

% of Portfolio:10.6% ($16.8M/$157.8M)

Tesla, Inc.

TSLA|88160R101

Shares:63.8K

Value:$16.5M

% of Portfolio:10.5% ($16.5M/$157.8M)

MICROSOFT CORP

MSFT|594918104

Shares:40.6K

Value:$15.2M

% of Portfolio:9.7% ($15.2M/$157.8M)

AMAZON COM INC

AMZN|023135106

Shares:71.2K

Value:$13.5M

% of Portfolio:8.6% ($13.5M/$157.8M)

Meta Platforms, Inc.

META|30303M102

Shares:23.3K

Value:$13.4M

% of Portfolio:8.5% ($13.4M/$157.8M)

NVIDIA CORP

NVDA|67066G104

Shares:123.1K

Value:$13.3M

% of Portfolio:8.5% ($13.3M/$157.8M)

ORACLE CORP

ORCL|68389X105

Shares:90.6K

Value:$12.7M

% of Portfolio:8.0% ($12.7M/$157.8M)

Broadcom Inc.

AVGO|11135F101

Shares:52.3K

Value:$8.8M

% of Portfolio:5.5% ($8.8M/$157.8M)

VISA INC.

V|92826C839

Shares:22.5K

Value:$7.9M

% of Portfolio:5.0% ($7.9M/$157.8M)

Salesforce, Inc.

CRM|79466L302

Shares:29.2K

Value:$7.8M

% of Portfolio:5.0% ($7.8M/$157.8M)

78464A409

SPYG|78464A409

Shares:54.4K

Value:$4.4M

% of Portfolio:2.8% ($4.4M/$157.8M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:18.9K

Value:$3.1M

% of Portfolio:2.0% ($3.1M/$157.8M)

46138G649

Shares:12.3K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$157.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.0K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$157.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.3K

Value:$515.4K

% of Portfolio:0.3% ($515.4K/$157.8M)

ELI LILLY & Co

LLY|532457108

Shares:601

Value:$496.4K

% of Portfolio:0.3% ($496.4K/$157.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:868

Value:$485.6K

% of Portfolio:0.3% ($485.6K/$157.8M)

CHEVRON CORP

CVX|166764100

Shares:2.8K

Value:$460.0K

% of Portfolio:0.3% ($460.0K/$157.8M)

LINDE PLC

LIN|G54950103

Shares:905

Value:$421.4K

% of Portfolio:0.3% ($421.4K/$157.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	76.4K	QoQ +63.10% (+29.6K) YoY-	All Managers (Combined)	$17.0M	10.8% ($17.0M/$157.8M)	QoQ +44.68% (+$5.2M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	108.6K	QoQ +58.78% (+40.2K) YoY-	All Managers (Combined)	$16.8M	10.6% ($16.8M/$157.8M)	QoQ +29.71% (+$3.8M) YoY-
Tesla, Inc.(TSLAcusip88160R101)	63.8K	QoQ +32.33% (-15.6K) YoY-	All Managers (Combined)	$16.5M	10.5% ($16.5M/$157.8M)	QoQ -15.06% (-$2.9M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	40.6K	QoQ +843.93% (+36.3K) YoY-	All Managers (Combined)	$15.2M	9.7% ($15.2M/$157.8M)	QoQ +740.68% (+$13.4M) YoY-
AMAZON COM INC(AMZNcusip023135106)	71.2K	QoQ +36.04% (+18.9K) YoY-	All Managers (Combined)	$13.5M	8.6% ($13.5M/$157.8M)	QoQ +17.98% (+$2.1M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	23.3K	QoQ +35.73% (+6.1K) YoY-	All Managers (Combined)	$13.4M	8.5% ($13.4M/$157.8M)	QoQ +33.61% (+$3.4M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	123.1K	QoQ +30.64% (+28.9K) YoY-	All Managers (Combined)	$13.3M	8.5% ($13.3M/$157.8M)	QoQ +5.43% (+$688.2K) YoY-
ORACLE CORP(ORCLcusip68389X105)	90.6K	QoQ +42.68% (+27.1K) YoY-	All Managers (Combined)	$12.7M	8.0% ($12.7M/$157.8M)	QoQ +19.71% (+$2.1M) YoY-
Broadcom Inc.(AVGOcusip11135F101)	52.3K	QoQ +20.68% (-9.0K) YoY-	All Managers (Combined)	$8.8M	5.5% ($8.8M/$157.8M)	QoQ -12.84% (-$1.3M) YoY-
VISA INC.(Vcusip92826C839)	22.5K	QoQ +17.97% (+3.4K) YoY-	All Managers (Combined)	$7.9M	5.0% ($7.9M/$157.8M)	QoQ +30.82% (+$1.9M) YoY-
Salesforce, Inc.(CRMcusip79466L302)	29.2K	QoQ +29.59% (+6.7K) YoY-	All Managers (Combined)	$7.8M	5.0% ($7.8M/$157.8M)	QoQ +4.02% (+$303.0K) YoY-
(SPYGcusip78464A409)	54.4K	QoQ +10.16% (+5.0K) YoY-	All Managers (Combined)	$4.4M	2.8% ($4.4M/$157.8M)	QoQ +0.72% (+$31.7K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	18.9K	QoQ +28.72% (+4.2K) YoY-	All Managers (Combined)	$3.1M	2.0% ($3.1M/$157.8M)	QoQ +8.21% (+$238.7K) YoY-
(cusip46138G649)✕	12.3K	QoQ +190.83% (+8.1K) YoY-	All Managers (Combined)	$2.4M	1.5% ($2.4M/$157.8M)	QoQ +166.74% (+$1.5M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.0K	QoQ -10.89% (-365) YoY-	All Managers (Combined)	$1.6M	1.0% ($1.6M/$157.8M)	QoQ +4.68% (-$71.2K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	4.3K	QoQ -10.34% (-500) YoY-	All Managers (Combined)	$515.4K	0.3% ($515.4K/$157.8M)	QoQ -0.87% (-$4.5K) YoY-
ELI LILLY & Co(LLYcusip532457108)	601	QoQ -91.03% (-6.1K) YoY-	All Managers (Combined)	$496.4K	0.3% ($496.4K/$157.8M)	QoQ -90.41% (-$4.7M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	868	QoQ -20.22% (-220) YoY-	All Managers (Combined)	$485.6K	0.3% ($485.6K/$157.8M)	QoQ -23.85% (-$152.1K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$460.0K	0.3% ($460.0K/$157.8M)	QoQ +15.49% (+$61.7K) YoY-
LINDE PLC(LINcusipG54950103)	905	QoQ -91.52% (-9.8K) YoY-	All Managers (Combined)	$421.4K	0.3% ($421.4K/$157.8M)	QoQ -90.57% (-$4.0M) YoY-