Fund HoldingsHamilton Capital, LLC

Total Portfolio Value
$1.65B
Total Bought
$348.70M
Total Sold
$12.00M
Net Transaction
+$336.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR03,351,626+3,351,6260197,54511.95%+197,545
ISHARES TR01,732,602+1,732,6020101,0976.12%+101,097
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,350,019+3,350,0190313,05918.95%+313,059
ISHARES TR01,368,970+1,368,9700124,0157.50%+124,015
WISDOMTREE TR(WT)06,699,241+6,699,2410535,00132.38%+535,001
WISDOMTREE TR(WT)48,73260,388+11,6565,3756,6540.40%+1,279
LEGG MASON ETF INVT022,187+22,18701,1480.07%+1,148
EXXON MOBIL CORP41,73147,393+5,6624,4895,6360.34%+1,147
JANUS DETROIT STR TR
HENDERSON MTG
03,491,401+3,491,4010157,8119.55%+157,811
CHEVRON CORP NEW(CVX)16,07118,903+2,8322,3283,1620.19%+835
ISHARES INC
CORE MSCI EMKT
126,004136,195+10,1916,5807,3500.44%+770
VANGUARD INDEX FDS02,090+2,09001,0740.06%+1,074
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
013,341+13,34105610.03%+561
WORLD GOLD TR(GLDM)07,631+7,63104720.03%+472
FASTENAL CO(FAST)04,610+4,61003580.02%+358
BERKSHIRE HATHAWAY INC DEL4,5024,461-412,0412,3760.14%+335
SPDR SER TR
ST STR P500VAL
390,871397,814+6,94319,98920,3161.23%+327
MCDONALDS CORP(MCD)2,3263,145+8196749820.06%+308
SCHLUMBERGER LTD(SLB)07,195+7,19503010.02%+301
MARSH & MCLENNAN COS INC(MRSH)0999+99902440.01%+244
ALIBABA GROUP HLDG LTD(BABA)03,456+3,45604570.03%+457
T-MOBILE US INC(TMUS)1,4042,070+6663105520.03%+242
CINTAS CORP(CTAS)01,173+1,17302410.01%+241
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,823+2,82302310.01%+231
SCHWAB STRATEGIC TR62,08368,136+6,0531,6531,8790.11%+225
PHILIP MORRIS INTL INC(PM)2,0532,964+9112474700.03%+223
KIMBERLY-CLARK CORP(KMB)01,553+1,55302210.01%+221
MONSTER BEVERAGE CORP NEW(MNST)03,717+3,71702180.01%+218
DARDEN RESTAURANTS INC(DRI)01,002+1,00202080.01%+208
GE AEROSPACE(GE)01,039+1,03902080.01%+208
HDFC BANK LTD(HDB)03,113+3,11302070.01%+207
VERISK ANALYTICS INC(VRSK)0686+68602040.01%+204
S&P GLOBAL INC(SPGI)0400+40002030.01%+203
CITIGROUP INC(C)02,820+2,82002000.01%+200
AMAZON COM INC(AMZN)6,6598,526+1,8671,4611,6220.10%+161
UNION PAC CORP(UNP)1,4892,083+5943404920.03%+153
ECOLAB INC(ECL)1,2441,738+4942914410.03%+149
ABBOTT LABS12,31011,610-7001,3921,5400.09%+148
VISA INC(V)2,1432,273+1306777970.05%+119
DANAHER CORPORATION(DHR)8741,559+6852013200.02%+119
LOCKHEED MARTIN CORP(LMT)7091,030+3213454600.03%+116
PROCTER AND GAMBLE CO(PG)5,5836,159+5769361,0500.06%+114
FRANCO NEV CORP(FNV)03,107+3,10704900.03%+490
SCHWAB STRATEGIC TR192,236193,949+1,7134,6254,7210.29%+96
ELI LILLY & CO(LLY)1,0891,126+378419300.06%+89
WILLIAMS COS INC(WMB)6,9707,753+7833774630.03%+86
ISHARES GOLD TR(IAU)017,943+17,94301,0580.06%+1,058
GILEAD SCIENCES INC(GILD)4,3844,330-544054850.03%+80
MCKESSON CORP(MCK)693703+103954730.03%+78
AUTOMATIC DATA PROCESSING IN717940+2232102870.02%+77
HOME DEPOT INC(HD)2,2572,605+3488789550.06%+77
UNITEDHEALTH GROUP INC(UNH)616733+1173123840.02%+72
VALERO ENERGY CORP(VLO)1,6622,080+4182042750.02%+71
TELEFONICA S A(TEFOF)012,420+12,4200580.00%+58
DEERE & CO(DE)771817+463273830.02%+57
SPDR SER TR
ST STR SP600SM C
29,13233,126+3,9942,5422,5970.16%+55
ABBVIE INC(ABBV)08,475+8,47501,7760.11%+1,776
HONEYWELL INTL INC(HON)1,3651,708+3433083620.02%+53
ABRDN SILVER ETF TRUST08,090+8,09002630.02%+263
AMGEN INC(AMGN)01,032+1,03203220.02%+322
MERCK & CO INC(MRK)5,3116,431+1,1205285770.03%+49
ONEOK INC NEW(OKE)3,0583,581+5233073550.02%+48
STRYKER CORPORATION(SYK)803905+1022893370.02%+48
PHILLIPS 66(PSX)02,570+2,57003170.02%+317
PEPSICO INC(PEP)6,7187,123+4051,0221,0680.06%+46
KINDER MORGAN INC DEL(KMI)15,40216,388+9864224680.03%+46
RTX CORPORATION(RTX)2,0482,122+742372810.02%+44
COLGATE PALMOLIVE CO(CL)3,2633,626+3632973400.02%+43
WASTE MGMT INC DEL(WM)1,2081,235+272442860.02%+42
EVERSOURCE ENERGY(ES)04,102+4,10202550.02%+255
EQUINOX GOLD CORP(EQX)018,067+18,06701240.01%+124
AGILON HEALTH INC(AGL)13,42013,420025580.00%+33
WIPRO LTD(WIT)010,388+10,3880320.00%+32
BAKER HUGHES COMPANY(BKR)6,4126,659+2472632930.02%+30
COSTCO WHSL CORP NEW(COST)579592+135315600.03%+29
MARATHON PETE CORP(MPC)2,1232,215+922963230.02%+27
MARKEL GROUP INC(MKL)17517503023270.02%+25
AIR PRODS & CHEMS INC2,5562,594+387417650.05%+24
WALMART INC(WMT)7,1817,653+4726496720.04%+23
JPMORGAN CHASE & CO.(JPM)2,4942,524+305986190.04%+21
LANCASTER COLONY CORP(MZTI)11,77311,768-52,0382,0590.12%+21
ITAU UNIBANCO HLDG S A(ITUB)016,081+16,0810880.01%+88
KLA CORP(KLAC)36436402292480.01%+18
ILLINOIS TOOL WKS INC(ITW)1,8771,983+1064764920.03%+16
ISHARES TR3,7793,77907007110.04%+11
BLACKROCK INC(BLK)275309+342822920.02%+11
CONOCOPHILLIPS(COP)09,713+9,71301,0200.06%+1,020
JOHNSON & JOHNSON(JNJ)01,475+1,47502450.01%+245
LOWES COS INC(LOW)1,1861,295+1092933020.02%+9
TARGA RES CORP(TRGP)1,3901,247-1432482500.02%+2
SPDR SER TR
ST STR BLO 1 ETF
5,6615,66105185190.03%+2
VANGUARD SPECIALIZED FUNDS1,5221,544+222983000.02%+1
COMCAST CORP NEW(CCZ)06,727+6,72702480.02%+248
ALPHABET INC(GOOG)6,0007,341+1,3411,1361,1350.07%-1
CISCO SYS INC(CSCO)03,728+3,72802300.01%+230
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
6,4116,408-33483420.02%-6
MOODYS CORP(MCO)659654-53123050.02%-7
TJX COS INC NEW(TJX)2,4462,351-952962860.02%-9
GENERAL DYNAMICS CORP(GD)912842-702402300.01%-11
ALPHABET INC(GOOG)3,1123,715+6035935800.04%-12
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