Fund HoldingsHamilton Capital, LLC

Total Portfolio Value
$1.93B
Total Bought
$66.14M
Total Sold
$143.34M
Net Transaction
-$77.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WISDOMTREE TR(WT)6,910,8177,220,684+309,867618,034634,26532.86%+16,231
GLOBAL X FDS
CYBRSCURTY ETF
0308,176+308,17607,7380.40%+7,738
J P MORGAN EXCHANGE TRADED F
MORTGAGE BACKED
3,649,9143,798,327+148,413186,365193,71510.04%+7,350
JANUS DETROIT STR TR
HENDERSON MTG
1,892,3212,041,354+149,03386,46092,2284.78%+5,768
ISHARES TR1,815,8131,854,431+38,618119,844125,2306.49%+5,386
ISHARES TR1,469,6881,553,708+84,020141,502145,9407.56%+4,438
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
1,344,2231,419,817+75,59476,94380,4754.17%+3,532
APPLE INC(AAPL)34,66246,597+11,9359,42311,8260.61%+2,403
EXXON MOBIL CORP58,81650,879-7,9377,0788,6320.45%+1,554
ISHARES INC
CORE MSCI EMKT
166,791179,838+13,04711,21212,5440.65%+1,332
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
454,796476,555+21,75921,41222,3741.16%+962
SPDR SERIES TRUST
ST STR P500VAL
470,213486,050+15,83726,71327,5011.42%+788
VANGUARD SCOTTSDALE FDS
TOTAL CORP BND
014,001+14,00101,0760.06%+1,076
TESLA INC(TSLA)2,8705,355+2,4851,2911,9910.10%+700
GLOBAL X FDS
1 3 MO T BI ET
3,67110,241+6,5703681,0280.05%+660
AMAZON COM INC(AMZN)7,84711,652+3,8051,8112,4270.13%+616
CHEVRON CORPORATION(CVX)25,61521,584-4,0313,9044,4660.23%+562
NVIDIA CORPORATION(NVDA)18,09822,510+4,4123,3753,9260.20%+550
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
013,463+13,46305230.03%+523
CONOCOPHILLIPS(COP)12,28411,419-8651,1501,5070.08%+357
SCHWAB STRATEGIC TR87,14697,321+10,1752,8543,2070.17%+353
COCA COLA CO(KO)5,3068,448+3,1423716420.03%+272
JOHNSON & JOHNSON(JNJ)2,7163,395+6795628300.04%+268
META PLATFORMS INC(META)1,8682,622+7541,2331,5000.08%+267
MARATHON PETE CORP(MPC)3,7033,526-1776028610.04%+259
GOLDMAN SACHS ETF TR10,70813,213+2,5051,0701,3240.07%+254
CATERPILLAR INC(CAT)1,0281,175+1475898320.04%+244
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
04,710+4,71002260.01%+226
COTERRA ENERGY INC06,429+6,42902260.01%+226
WALMART INC(WMT)11,43412,051+6171,2741,4980.08%+224
MATTHEWS INTL FDS06,103+6,10302230.01%+223
GE VERNOVA INC(GEV)0255+25502230.01%+223
TEXAS PACIFIC LAND CORPORATI(TPL)0462+46202190.01%+219
NETFLIX INC.(NFLX)02,264+2,26402180.01%+218
DEVON ENERGY CORP NEW(DVN)04,306+4,30602170.01%+217
QUANTA SVCS INC0391+39102150.01%+215
APA CORPORATION(APA)05,022+5,02202130.01%+213
VALERO ENERGY CORP(VLO)2,8072,697-1104576660.03%+210
1ST FINL BANCORP(FFBC)07,384+7,38402060.01%+206
DUKE ENERGY CORP NEW(DUK)01,572+1,57202060.01%+206
PHILLIPS 66(PSX)3,9093,880-295047070.04%+202
ISHARES TR01,615+1,61502010.01%+201
UNITEDHEALTH GROUP INC(UNH)1,2582,155+8974155830.03%+168
WILLIAMS COS INC(WMB)10,27610,665+3896187760.04%+159
OCCIDENTAL PETE CORP(OXY)05,494+5,49403570.02%+357
MERCK & CO INC(MRK)5,9366,388+4526257680.04%+144
SLB LIMITED(SLB)9,7339,990+2573745130.03%+140
FRANCO NEV CORP(FNV)3,1073,10706447680.04%+124
TARGA RES CORP(TRGP)01,876+1,87604700.02%+470
HALLIBURTON CO(HAL)010,682+10,68204160.02%+416
BAKER HUGHES COMPANY(BKR)8,1957,806-3893734770.02%+103
WORLD GOLD TR(GLDM)6,6747,220+5465706690.03%+99
CAMECO CORP(CCJ)5,5875,565-225116040.03%+93
KINDER MORGAN INC DEL(KMI)19,13618,344-7925266150.03%+89
PARK NATL CORP(PRK)4,9245,107+1837498350.04%+85
LOCKHEED MARTIN CORP(LMT)0462+46202790.01%+279
AIR PRODUCTS AND CHEMICALS I1,6561,642-144094770.02%+68
ISHARES GOLD TR(IAU)17,94317,279-6641,4561,5230.08%+67
CISCO SYS INC(CSCO)05,095+5,09503950.02%+395
EOG RES INC(EOG)02,752+2,75203980.02%+398
ONEOK INC NEW(OKE)5,1274,832-2953774370.02%+60
AT&T INC(T)010,079+10,07902920.02%+292
SCHWAB STRATEGIC TR011,007+11,00703380.02%+338
KLA CORP(KLAC)355331-244314880.03%+56
NEXTERA ENERGY INC(NEE)02,760+2,76002560.01%+256
DEERE & CO(DE)0538+53803030.02%+303
DIAMONDBACK ENERGY INC(FANG)01,822+1,82203600.02%+360
COSTCO WHOLESALE CORPORATION(COST)790730-606817270.04%+46
RTX CORPORATION(RTX)02,001+2,00103860.02%+386
MICRON TECHNOLOGY INC(MU)0849+84902870.01%+287
LAM RESEARCH CORP(LRCX)01,774+1,77403790.02%+379
AMGEN INC(AMGN)01,068+1,06803760.02%+376
PROCTER & GAMBLE CO(PG)5,5395,732+1937948280.04%+34
CHUBB LTD SWITZ
COM
0732+73202380.01%+238
EQT CORP(EQT)04,574+4,57402910.02%+291
APPLIED MATLS INC0691+69102360.01%+236
PEPSICO INC(PEP)3,6443,507-1375235450.03%+22
SPDR GOLD TR(GLD)0582+58202500.01%+250
ANALOG DEVICES INC(ADI)0808+80802570.01%+257
HONEYWELL INTL INC(HON)01,205+1,20502720.01%+272
FASTENAL CO(FAST)05,546+5,54602570.01%+257
WASTE MGMT INC DEL(WM)0970+97002230.01%+223
ISHARES TR2,6702,67005625700.03%+9
EVERSOURCE ENERGY(ES)04,025+4,02502790.01%+279
EQUINOX GOLD CORP(EQX)018,067+18,06702610.01%+261
SCHWAB STRATEGIC TR06,885+6,88502100.01%+210
SCHWAB STRATEGIC TR09,768+9,76803020.02%+302
ITAU UNIBANCO HLDG S A(ITUB)016,235+16,23501360.01%+136
UNION PAC CORP(UNP)0858+85802080.01%+208
WIPRO LTD(WIT)013,089+13,0890280.00%+28
CITIGROUP INC(C)03,100+3,10003520.02%+352
EMERSON ELEC CO(EMR)01,533+1,53302010.01%+201
VANGUARD SPECIALIZED FUNDS1,8101,827+173983930.02%-5
AFLAC INC(AFL)4,3234,291-324774710.02%-6
VERIZON COMMUNICATIONS INC(VZ)9,1317,231-1,9003723630.02%-9
AGILON HEALTH INC(AGL)000000
PACCAR INC(PCAR)4,6044,279-3255044940.03%-10
M/I HOMES INC(MHO)02,007+2,00702460.01%+246
LOWES COS INC(LOW)01,070+1,07002530.01%+253
INTERNATIONAL BUSINESS MACHS(IBM)1,7802,071+2915275020.03%-25
Page 1 of 1