Arkolith/Funds/Hamilton Capital Partners Inc.

Hamilton Capital Partners Inc.

CIK 2141005
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Hamilton Capital Partners Inc. holds a diversified book of 214 stocks worth $3.4B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci Eafe ETF and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 4% of the equity book.

Opened
6
bought for the first time
Added to
130
already held, bought more
Trimmed
75
sold some, still holds it
Sold out
17
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
30%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

84% mapped to company sectors

Information Technology
33%
ETF / fund or unclassified
16%
Materials
10%
Financials
9%
Energy
7%
Consumer Discretionary
7%
Health Care
7%
Industrials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hamilton Capital Partners Inc.

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$851.6B
MORGAN STANLEY80 / 80$559.1B
JPMORGAN CHASE & CO80 / 80$536.8B
BANK OF AMERICA CORP /DE/80 / 80$346.9B
GOLDMAN SACHS GROUP INC80 / 80$262.7B
ROYAL BANK OF CANADA80 / 80$162.5B
AMERIPRISE FINANCIAL INC80 / 80$147.2B
UBS Group AG80 / 80$142.5B

Ranked by how many of Hamilton Capital Partners Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

214 positions
#SecurityValueShares% PortLast moveHistory
1Micron Technology Inc
Common Stock
$132.7M114.9K
3.9%
−33%
Reduced · −58K sh
2Advanced Micro Devices Inc
Common Stock
$129.4M222.7K
3.8%
−34%
Reduced · −114K sh
3iShares 0-3 Month Treasury Bond ETF
ETP
$128.8M1.28M
3.7%
−12%
Reduced · −179K sh
4Vanguard S&P 500 ETF
ETP
$127.2M185.2K
3.7%
+16%
Added · +26K sh
5iShares 20(plus) Year Treasury Bond ETF
ETP
$103.9M1.20M
3.0%
+0.3%
Added · +4K sh
6Apple Inc
Common Stock
$87.6M302.9K
2.5%
+3.8%
Added · +11K sh
7Alphabet Inc
Common Stock
$87.0M243.5K
2.5%
+0.3%
Added · +823 sh
8Tesla Inc
Common Stock
$85.5M203.3K
2.5%
+5.5%
Added · +11K sh
9Nvidia Corp
Common Stock
$84.5M422.2K
2.5%
+0.3%
Added · +1K sh
10Applied Materials Inc
Common Stock
$83.6M115.6K
2.4%
+0.7%
Added · +820 sh
11Broadcom Inc
Common Stock
$82.7M218.9K
2.4%
−5.3%
Reduced · −12K sh
12Amazon.com Inc
Common Stock
$81.8M343.4K
2.4%
−0.9%
Reduced · −3K sh
13Meta Platforms Inc
Common Stock
$77.9M138.3K
2.3%
+14%
Added · +17K sh
14Microsoft Corp
Common Stock
$77.4M207.6K
2.2%
+8.4%
Added · +16K sh
15Intel Corp
Common Stock
$77.3M553.5K
2.2%
−39%
Reduced · −353K sh
16Lam Research Corp
Common Stock
$76.9M177.4K
2.2%
+1.1%
Added · +2K sh
17Netflix Inc
Common Stock
$62.8M879.2K
1.8%
+18%
Added · +136K sh
18Vanguard Long-Term Treasury ETF
ETP
$61.0M1.11M
1.8%
+3.9%
Added · +42K sh
19Palantir Technologies Inc
Common Stock
$59.8M512.4K
1.7%
+27%
Added · +108K sh
20Invesco Nasdaq 100 ETF
ETP
$56.4M186.2K
1.6%
+8.5%
Added · +15K sh
21Eli Lilly & Co
Common Stock
$52.2M43.6K
1.5%
+3.9%
Added · +2K sh
22Cisco Systems Inc
Common Stock
$47.8M406.7K
1.4%
−4.7%
Reduced · −20K sh
23Caterpillar Inc
Common Stock
$47.6M44.7K
1.4%
−8.2%
Reduced · −4K sh
24Exxon Mobil Corp
Common Stock
$44.5M325.6K
1.3%
−0.6%
Reduced · −2K sh
25Johnson & Johnson
Common Stock
$43.8M172.6K
1.3%
+0.2%
Added · +428 sh
26Visa Inc
Common Stock
$39.2M114.2K
1.1%
+1.1%
Added · +1K sh
27JPMorgan Chase & Co
Common Stock
$38.7M118.3K
1.1%
−0.1%
Reduced · −138 sh
28Linde PLC
Common Stock
$35.4M68.2K
1.0%
−2.5%
Reduced · −2K sh
29Berkshire Hathaway Inc
Common Stock
$35.0M69.9K
1.0%
~0%
Reduced · −19 sh
30General Electric Co
Common Stock
$34.3M91.9K
1.0%
−3.9%
Reduced · −4K sh
31Prologis Inc
REIT
$33.4M246.6K
1.0%
−2.3%
Reduced · −6K sh
32NextEra Energy Inc
Common Stock
$31.6M360.4K
0.9%
−3.1%
Reduced · −12K sh
33Walmart Inc
Common Stock
$30.6M270.4K
0.9%
−3.0%
Reduced · −8K sh
34Franco-Nevada Corp
Common Stock
$24.5M117.6K
0.7%
+2.3%
Added · +3K sh
35Wheaton Precious Metals Corp
Common Stock
$23.9M212.9K
0.7%
+6.2%
Added · +12K sh
36Anglogold Ashanti Plc
Common Stock
$23.5M291.1K
0.7%
+8.4%
Added · +22K sh
37Newmont Corp
Common Stock
$23.1M247.2K
0.7%
+3.3%
Added · +8K sh
38Barrick Mining Corp
Common Stock
$22.8M619.9K
0.7%
+4.7%
Added · +28K sh
39Harmony Gold Mining Co Ltd
ADR
$22.5M1.48M
0.7%
+8.3%
Added · +114K sh
40Royal Gold Inc
Common Stock
$22.5M112.6K
0.7%
+8.4%
Added · +9K sh
41Pan American Silver Corp
Common Stock
$22.4M499.9K
0.6%
+8.4%
Added · +39K sh
42Agnico Eagle Mines Ltd
Common Stock
$22.0M141.9K
0.6%
+5.5%
Added · +7K sh
43Coeur Mining Inc
Common Stock
$20.6M1.26M
0.6%
+8.4%
Added · +97K sh
44Chevron Corp
Common Stock
$20.5M124.0K
0.6%
+4.9%
Added · +6K sh
45Gold Fields Ltd
ADR
$20.4M607.2K
0.6%
+16%
Added · +84K sh
46Alamos Gold Inc
Common Stock
$20.4M670.8K
0.6%
−0.3%
Reduced · −2K sh
47Kinross Gold Corp
Common Stock
$20.3M860.7K
0.6%
+8.4%
Added · +67K sh
48Hecla Mining Co
Common Stock
$20.3M1.31M
0.6%
+32%
Added · +316K sh
49Valero Energy Corp
Common Stock
$20.2M77.7K
0.6%
+3.3%
Added · +3K sh
50Marathon Petroleum Corp
Common Stock
$19.9M77.7K
0.6%
+3.6%
Added · +3K sh
Showing 50 of 214 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026214$3.4B13F-HR
Q1 2026Mar 31, 2026Aug 14, 2026225$3.0B13F-HR
Q4 2025Dec 31, 2025Aug 14, 2026218$2.7B13F-HR
Q3 2025Sep 30, 2025Aug 14, 2026217$2.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.