HAMILTON CAPITAL PARTNERS, LLC — 13F holdings

HAMILTON CAPITAL PARTNERS, LLC reported 32 holdings worth $344M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. TLH ISHARES TR — $86.0M (25.0%)
2. TSLA TESLA INC — $44.9M (13.0%)
3. GOOGL ALPHABET INC — $33.0M (9.6%)
4. META META PLATFORMS INC — $27.8M (8.1%)
5. AMZN AMAZON COM INC — $24.7M (7.2%)
6. AVGO BROADCOM INC — $23.0M (6.7%)
7. MSFT MICROSOFT CORP — $21.6M (6.3%)
8. NVDA NVIDIA CORPORATION — $20.2M (5.9%)
9. ORCL ORACLE CORP — $15.7M (4.6%)
10. HIPS GRANITESHARES ETF TR — $10.0M (2.9%)