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HAMILTON CAPITAL PARTNERS, LLC

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13F filer, CIK 2037578, ATLANTA, GA

HAMILTON CAPITAL PARTNERS, LLC reported $208,631,683 across 24 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-17. Its ten largest share positions make up 91.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-013271

Period
2025-06-30
Reported value
$209M
Holdings
24
Top 10 weight
91.64%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+110,778$19.5M
BILnew+56,887$5.22M
BILSnew+52,178$5.19M
TSLAadded+14,136$4.49M
NVDAadded+8,284$1.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMexited-29,181-$7.83M
Vreduced-20,394-$7.24M
AAPLreduced-18,681-$3.83M
TSMexited-18,948-$3.15M
QQQMreduced-2,510-$570K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001398344-25-013271, largest first. % of portfolio is the value over $208,230,357, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,400 shares; 2025Q1: 108,607 shares; 2025Q2: 219,385 shares 219,385$38.7M18.57%+110,778Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,235 shares; 2025Q1: 63,833 shares; 2025Q2: 77,969 shares 77,969$24.8M11.89%+14,136Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,244 shares; 2025Q1: 123,126 shares; 2025Q2: 131,410 shares 131,410$20.8M9.97%+8,284Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,503 shares; 2025Q1: 90,607 shares; 2025Q2: 94,699 shares 94,699$20.7M9.94%+4,092Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,649 shares; 2025Q1: 40,589 shares; 2025Q2: 40,517 shares 40,517$20.2M9.68%-72Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,156 shares; 2025Q1: 23,287 shares; 2025Q2: 24,760 shares 24,760$18.3M8.78%+1,473Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,326 shares; 2025Q1: 71,188 shares; 2025Q2: 70,517 shares 70,517$15.5M7.43%-671Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,345 shares; 2025Q1: 52,313 shares; 2025Q2: 54,109 shares 54,109$14.9M7.16%+1,796Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,857 shares; 2025Q1: 76,426 shares; 2025Q2: 57,745 shares 57,745$11.8M5.69%-18,681Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,400 shares; 2025Q1: 54,422 shares; 2025Q2: 55,214 shares 55,214$5.26M2.53%+792Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,596 shares; 2025Q1: not reported; 2025Q2: 56,887 shares 56,887$5.22M2.51%newTimeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,178 shares 52,178$5.19M2.49%newTimeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,245 shares; 2025Q1: 12,346 shares; 2025Q2: 9,836 shares 9,836$2.23M1.07%-2,510Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,349 shares; 2025Q1: 2,984 shares; 2025Q2: 2,960 shares 2,960$1.44M0.69%-24Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,103 shares; 2025Q1: 22,537 shares; 2025Q2: 2,143 shares 2,143$761K0.37%-20,394Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,088 shares; 2025Q1: 868 shares; 2025Q2: 868 shares 868$536K0.26%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,834 shares; 2025Q1: 4,334 shares; 2025Q2: 4,334 shares 4,334$467K0.22%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares 1,657$426K0.2%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares 2,750$394K0.19%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,994 shares; 2025Q1: 6,031 shares; 2025Q2: 6,064 shares 6,064$287K0.14%+33Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares 895$241K0.12%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares 414$219K0.11%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ECLECOLAB INC Stockput900$242Knew
TSLATESLA INC COMcall500$159Knew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRMSALESFORCE INC29,181$7.83Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC18,948$3.15Mshares
LLYELI LILLY & CO601$496Kshares
LINLINDE PLC905$421Kshares
HIPSGRANITESHARES ETF TR10,361$132Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-25-013271 base2025-07-17acceptance time not in the bulk data set