Fund HoldingsHAMILTON CAPITAL PARTNERS, LLC

Total Portfolio Value
$344.26M
Total Bought
$98.31M
Total Sold
$86.00M
Net Transaction
+$12.31M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR340,651857,106+516,45534,31086,01124.98%+51,700
GRANITESHARES ETF TR
HIPS US HIGH INC
0868,768+868,768010,0292.91%+10,029
ISHARES TR
MSCI USA MIN ETF
084,062+84,06208,1092.36%+8,109
SPDR SERIES TRUST
ST STR P500GRW
053,876+53,87606,4111.86%+6,411
SPDR SERIES TRUST
ST STR BLO 1 ETF
063,114+63,11405,7841.68%+5,784
SPACE EXPLORATION TECHN CORP032,146+32,14605,4921.60%+5,492
BROADCOM INC(AVGO)63,58561,003-2,58219,68023,0446.69%+3,364
MICROSOFT CORP(MSFT)51,52957,868+6,33919,07521,5866.27%+2,512
NVIDIA CORPORATION(NVDA)101,987100,860-1,12717,78620,1815.86%+2,395
SSGA ACTIVE ETF TR
ST STR BL LN ETF
045,273+45,27301,8240.53%+1,824
JANUS DETROIT STR TR
HENDRSON AAA CL
034,126+34,12601,7230.50%+1,723
ORACLE CORP(ORCL)97,408107,306+9,89814,33015,7264.57%+1,396
ALTO INGREDIENTS INC099,900+99,90005690.17%+569
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,447+3,44705470.16%+547
SELECT SECTOR SPDR TR
ST STR FINL ETF
09,718+9,71805210.15%+521
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,574+2,57404770.14%+477
AEMETIS INC0195,313+195,31303200.09%+320
BED BATH & BEYOND INC044,169+44,16902560.07%+256
CHARGEPOINT HOLDINGS INC038,710+38,71002290.07%+229
AQUA METALS INC062,204+62,20401800.05%+180
OCEAN PWR TECHNOLOGIES INC0500,195+500,19501310.04%+131
SPDR SERIES TRUST
ST STR BL 12 ETF
01,009+1,00901000.03%+100
BERKSHIRE HATHAWAY INC DEL2,9012,90101,3901,4520.42%+61
ALPHABET INC(GOOG)5600-5601610-161
CHEVRON CORPORATION(CVX)3,0132,750-2636234560.13%-168
JPMORGAN CHASE & CO(JPM)6800-6802000-200
WALMART INC(WMT)1,7370-1,7372160-216
ELI LILLY & CO(LLY)2450-2452250-225
VANGUARD INDEX FDS4920-4922940-294
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
2,6820-2,6822940-294
CATERPILLAR INC(CAT)4320-4323060-306
GE VERNOVA INC(GEV)4140-4143610-361
PFIZER INC(PFE)13,2200-13,2203710-371
APPLE INC(AAPL)4,7022,793-1,9091,1938080.23%-385
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,1570-8,1574030-403
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,5740-2,5744160-416
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,1010-3,1014550-455
GE AEROSPACE(GE)1,6570-1,6574700-470
AMAZON COM INC(AMZN)121,148103,554-17,59425,23124,6817.17%-550
EXXON MOBIL CORP6,7622,750-4,0121,1473760.11%-771
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
11,1742,846-8,3282,6558620.25%-1,793
META PLATFORMS INC(META)54,89749,379-5,51831,40827,8158.08%-3,594
ALPHABET INC(GOOG)130,02992,474-37,55537,39133,0489.60%-4,344
STATE STR SPDR S&P 500 ETF T(SPY)8,248818-7,4305,3646110.18%-4,753
TESLA INC(TSLA)137,293106,769-30,52451,03944,90713.04%-6,132
SPDR SERIES TRUST
ST STR P500GRW
72,9570-72,9577,1430-7,143
SPDR SERIES TRUST
ST STR BLO 1 ETF
506,7190-506,71946,4360-46,436
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