Hamilton Capital Partners Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed August 14, 2026), Hamilton Capital Partners Inc. reported 157 stock positions worth $826.2 million. Its top holding was iShares 20+ Year Treasury BD (TLT) at 4.7% of the portfolio, followed by Broadcom (AVGO, 3.1%) and Tesla (TSLA, 3.0%). Compared with Q4 2023, it opened 52 new positions, sold out of 8, added to 50 and reduced 44. The biggest buy was a new position in Applied Materials (AMAT) and the biggest sale an exit from JPMorgan Equity Premium Inco (JEPI).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0002141005
- Portfolio Value
- $826.2M (Q1 2024)
- SEC Filing
- 0001213900-26-089670 ↗ filed Aug 14, 2026
Holdings Value
Holdings 157 stocks · $826.2M
| TLT iShares 20+ Year Treasury BD | 4.69% | 409,926 | $38.8M | Add +38.5% |
| AVGO Broadcom Inc. | 3.10% | 19,310 | $25.6M | Add +37.7% |
| TSLA Tesla Inc. | 3.03% | 142,370 | $25.0M | Add +142.9% |
| AMZN Amazon.com Inc. | 2.99% | 136,999 | $24.7M | Add +41.8% |
| ADBE Adobe Inc. | 2.93% | 47,924 | $24.2M | Add +103.9% |
| GOOGL Alphabet Inc. Class A | 2.93% | 160,175 | $24.2M | Add +54.6% |
| MSFT Microsoft Corp. | 2.92% | 57,419 | $24.2M | Add +52.9% |
| NVDA Nvidia Corp. | 2.91% | 26,583 | $24.0M | Reduce -6.0% |
| META Meta Platforms Inc. Class A | 2.89% | 49,151 | $23.9M | Add +18.9% |
| AAPL Apple Inc. | 2.82% | 136,111 | $23.3M | Add +85.4% |
| VGLT Vanguard Long-Term Treasury | 2.80% | 390,362 | $23.1M | Add +42.0% |
| AMD Advanced Micro Devices | 2.75% | 126,089 | $22.8M | Add +113.7% |
| XOM Exxon Mobil Corp. | 1.99% | 141,455 | $16.4M | Add +108.9% |
| LLY Eli Lilly & Co. | 1.89% | 20,105 | $15.6M | Add +70.7% |
| UNH Unitedhealth Group Inc. | 1.87% | 31,255 | $15.5M | Add +140.6% |
| JNJ Johnson & Johnson | 1.87% | 97,587 | $15.4M | Add +115.3% |
| JPM JPMorgan Chase & Co. | 1.72% | 70,953 | $14.2M | Add +39.4% |
| INTU Intuit Inc. | 1.64% | 20,819 | $13.5M | Add +65.5% |
| INTC Intel Corp. | 1.64% | 305,916 | $13.5M | Add +93.0% |
| AMAT Applied Materials Inc. | 1.63% | 65,213 | $13.4M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.62% | 31,885 | $13.4M | Add +67.6% |
| QCOM Qualcomm Inc. | 1.61% | 78,480 | $13.3M | Add +42.5% |
| NFLX Netflix Inc. | 1.56% | 21,219 | $12.9M | Add +39.7% |
| V Visa Inc. Class A | 1.56% | 46,138 | $12.9M | Add +59.6% |
| NEE Nextera Energy Inc. | 1.40% | 181,468 | $11.6M | Add +51.7% |
| CAT Caterpillar Inc. | 1.38% | 31,080 | $11.4M | New |
| GE General Electric | 1.36% | 64,127 | $11.3M | Add +19.6% |
| HD Home Depot Inc. | 1.35% | 29,179 | $11.2M | Add +33.1% |
| CRM Salesforce Inc. | 1.34% | 36,761 | $11.1M | Add +22.1% |
| PLD Prologis Inc. | 1.33% | 84,433 | $11.0M | Add +41.3% |
| PG The Procter & Gamble Co. | 1.32% | 67,095 | $10.9M | Add +44.8% |
| LIN Linde PLC | 1.29% | 23,042 | $10.7M | New |
| VGIT Vanguard Intermediate-Term T | 0.93% | 131,213 | $7.7M | Add +41.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.79% | 118,470 | $6.5M | New |
| PSX Phillips 66 | 0.76% | 38,656 | $6.3M | New |
| CVX Chevron Corp. | 0.76% | 39,820 | $6.3M | New |
| COP Conocophillips | 0.62% | 40,299 | $5.1M | New |
| FANG Diamondback Energy Inc. | 0.61% | 25,572 | $5.1M | New |
| EOG EOG Resources Inc. | 0.61% | 39,520 | $5.1M | New |
| AU Anglogold Ashanti PLC | 0.61% | 225,891 | $5.0M | New |
| MPC Marathon Petroleum Corp. | 0.61% | 24,877 | $5.0M | New |
| OXY Occidental Petroleum Corp. | 0.60% | 76,642 | $5.0M | New |
| VLO Valero Energy Corp. | 0.60% | 29,131 | $5.0M | New |
| PAAS Pan American Silver Corp. | 0.59% | 322,180 | $4.9M | New |
| EDV Vanguard Extended Dur Treas | 0.59% | 63,304 | $4.8M | Add +41.8% |
| KGC Kinross Gold Corp. | 0.58% | 786,711 | $4.8M | New |
| MRK Merck & Co. Inc. | 0.58% | 36,508 | $4.8M | New |
| AGI Alamos Gold Inc. Class A | 0.58% | 326,335 | $4.8M | New |
| AEM Agnico Eagle Mines Ltd. | 0.58% | 80,612 | $4.8M | New |
| FNV Franco-Nevada Corp. | 0.58% | 39,895 | $4.8M | New |
| GFI Gold Fields Ltd.-Spons ADR | 0.58% | 299,080 | $4.8M | New |
| AMGN Amgen Inc. | 0.56% | 16,313 | $4.6M | New |
| BMY Bristol-Myers Squibb Co. | 0.56% | 85,100 | $4.6M | New |
| RGLD Royal Gold Inc. | 0.56% | 37,869 | $4.6M | New |
| MDT Medtronic PLC | 0.56% | 52,743 | $4.6M | New |
| CVS CVS Health Corp. | 0.55% | 57,386 | $4.6M | New |
| NEM Newmont Corp. | 0.55% | 127,576 | $4.6M | New |
| CI The Cigna Group | 0.55% | 12,583 | $4.6M | New |
| BSX Boston Scientific Corp. | 0.55% | 66,647 | $4.6M | New |
| ABBV Abbvie Inc. | 0.55% | 24,959 | $4.5M | New |
| ELV Elevance Health Inc. | 0.55% | 8,717 | $4.5M | New |
| PFE Pfizer Inc. | 0.55% | 162,272 | $4.5M | New |
| ISRG Intuitive Surgical Inc. | 0.54% | 11,264 | $4.5M | New |
| REGN Regeneron Pharmaceuticals | 0.54% | 4,669 | $4.5M | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.54% | 10,700 | $4.5M | New |
| DHR Danaher Corp. | 0.54% | 17,899 | $4.5M | New |
| SYK Stryker Corp. | 0.54% | 12,482 | $4.5M | New |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 7,661 | $4.5M | New |
| ABT Abbott Laboratories | 0.53% | 38,567 | $4.4M | New |
| WPM Wheaton Precious Metals Corp. | 0.52% | 91,126 | $4.3M | New |
| SBSW Sibanye-Stillwater Ltd.-ADR | 0.51% | 896,464 | $4.2M | New |
| BTG B2GOLD Corp. | 0.50% | 1,591,243 | $4.2M | New |
| SCHO Schwab Short-Term US Treas | 0.38% | 64,891 | $3.1M | Add +33.7% |
| GS Goldman Sachs Group Inc. | 0.35% | 6,978 | $2.9M | Add +220.1% |
| CB Chubb Ltd. | 0.34% | 10,782 | $2.8M | Add +189.1% |
| WFC Wells Fargo & Co. | 0.34% | 48,070 | $2.8M | Add +151.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 71,970 | $2.7M | Add +132.9% |
| PGR Progressive Corp. | 0.33% | 13,072 | $2.7M | Add +218.8% |
| ICE Intercontinental Exchange Inc. | 0.30% | 17,872 | $2.5M | Add +213.5% |
| MA Mastercard Inc. Class A | 0.29% | 4,981 | $2.4M | Add +232.1% |
| C Citigroup Inc. | 0.29% | 37,878 | $2.4M | New |
| MRSH Marsh & McLennan Cos | 0.27% | 10,720 | $2.2M | Add +495.6% |
| SPGI S&P Global Inc. | 0.27% | 5,171 | $2.2M | Add +1192.8% |
| CME Cme Group Inc. | 0.26% | 10,156 | $2.2M | New |
| BX Blackstone Inc. | 0.26% | 16,041 | $2.1M | Add +386.1% |
| SCHW Schwab (charles) Corp. | 0.24% | 27,557 | $2.0M | Add +474.1% |
| FISV Fiserv Inc. | 0.24% | 12,429 | $2.0M | New |
| MS Morgan Stanley | 0.23% | 20,437 | $1.9M | New |
| AXP American Express Co. | 0.23% | 8,383 | $1.9M | New |
| APO Apollo Global Management Inc. | 0.17% | 12,339 | $1.4M | Reduce -19.4% |
| HDB HDFC Bank Ltd.-ADR | 0.12% | 17,200 | $963K | Add +21.1% |
| ARCC Ares Capital Corp. | 0.11% | 44,700 | $931K | No change |
| CFG Citizens Financial Group | 0.11% | 25,402 | $922K | Add +54.9% |
| WTW Willis Towers Watson PLC | 0.10% | 3,050 | $839K | No change |
| MET Metlife Inc. | 0.09% | 9,650 | $715K | No change |
| TSLX Sixth Street Specialty Lendi | 0.08% | 31,640 | $678K | No change |
| LPLA LPL Financial Holdings Inc. | 0.07% | 2,283 | $603K | Reduce -14.6% |
| EWBC East West Bancorp Inc. | 0.07% | 7,479 | $592K | Reduce -14.7% |
| RYAN Ryan Specialty Holdings Inc. | 0.07% | 10,514 | $584K | Reduce -14.7% |
| ALL Allstate Corp. | 0.07% | 3,360 | $581K | Reduce -12.9% |
Portfolio Sells Q4 2023 → Q1 2024
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −11.80 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −5.67 |
| RYLD Global X Russell 2000 Cov Class | Sold out | 0.00% | −4.92 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −1.56 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −1.43 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −1.42 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −1.42 |
| APO Apollo Global Management Inc. | Reduce -19.4% | 0.17% | −0.12 |
| CADE Cadence Bank | Reduce -30.7% | 0.05% | −0.07 |
| WBS Webster Financial Corp. | Reduce -31.1% | 0.05% | −0.07 |
| HWC Hancock Whitney Corp. | Reduce -14.7% | 0.06% | −0.06 |
| VOYA Voya Financial Inc. | Reduce -42.4% | 0.04% | −0.06 |
| ESNT Essent Group Ltd. | Reduce -37.4% | 0.05% | −0.06 |
| RJF Raymond James Financial Inc. | Reduce -36.2% | 0.05% | −0.06 |
| CBOE Cboe Global Markets Inc. | Reduce -31.5% | 0.05% | −0.06 |
| FAF First American Financial | Reduce -48.0% | 0.03% | −0.06 |
| NDAQ Nasdaq Inc. | Reduce -18.5% | 0.07% | −0.06 |
| MTG Mgic Investment Corp. | Reduce -39.1% | 0.05% | −0.06 |
| AJG Arthur J Gallagher & Co. | Reduce -52.5% | 0.03% | −0.06 |
| HIG Hartford Insurance Group Inc. | Reduce -30.3% | 0.07% | −0.06 |
| BPOP Popular Inc. | Reduce -14.7% | 0.07% | −0.06 |
| ACGL Arch Capital Group Ltd. | Reduce -31.3% | 0.06% | −0.06 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.06 |
| EWBC East West Bancorp Inc. | Reduce -14.7% | 0.07% | −0.05 |
| ALLY Ally Financial Inc. | Reduce -32.3% | 0.05% | −0.05 |
| WRB WR Berkley Corp. | Reduce -34.2% | 0.05% | −0.05 |
| PB Prosperity Bancshares Inc. | Reduce -14.7% | 0.05% | −0.05 |
| ABCB Ameris Bancorp | Reduce -14.7% | 0.04% | −0.05 |
| LPLA LPL Financial Holdings Inc. | Reduce -14.6% | 0.07% | −0.05 |
| HLI Houlihan Lokey Inc. | Reduce -35.2% | 0.03% | −0.05 |
| EVR Evercore Inc. Class A | Reduce -33.6% | 0.04% | −0.05 |
| WSFS WSFS Financial Corp. | Reduce -40.6% | 0.03% | −0.05 |
| BRO Brown & Brown Inc. | Reduce -32.7% | 0.04% | −0.04 |
| EFSC Enterprise Financial Service | Reduce -40.6% | 0.02% | −0.04 |
| PNFP Pinnacle Financial Partners | Reduce -14.6% | 0.04% | −0.04 |
| THG Hanover Insurance Group Inc./ | Reduce -14.7% | 0.06% | −0.04 |
| SBCF Seacoast Banking Corp. | Reduce -46.7% | 0.02% | −0.04 |
| JEF Jefferies Financial Group Inc. | Reduce -14.7% | 0.05% | −0.04 |
| ALL Allstate Corp. | Reduce -12.9% | 0.07% | −0.04 |
| SNV Synovus Financial Corp. | Reduce -14.7% | 0.04% | −0.04 |
| AMP Ameriprise Financial Inc. | Reduce -44.0% | 0.02% | −0.04 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -14.7% | 0.07% | −0.04 |
| FHN First Horizon Corp. | Reduce -14.7% | 0.04% | −0.03 |
| HOMB Home Bancshares Inc. | Reduce -14.7% | 0.03% | −0.03 |
| OZK Bank Ozk | Reduce -14.7% | 0.03% | −0.03 |
| OWL Blue Owl Capital Inc. | Reduce -14.7% | 0.06% | −0.03 |
| WTFC Wintrust Financial Corp. | Reduce -14.6% | 0.04% | −0.03 |
| COLB Columbia Banking System Inc. | Reduce -14.7% | 0.01% | −0.02 |
| CFR Cullen/Frost Bankers Inc. | Reduce -14.5% | 0.02% | −0.02 |
| PRI Primerica Inc. | Reduce -14.7% | 0.02% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| AMAT Applied Materials Inc. | New | 1.63% | +1.63 |
| CAT Caterpillar Inc. | New | 1.38% | +1.38 |
| LIN Linde PLC | New | 1.29% | +1.29 |
| AMD Advanced Micro Devices | Add +113.7% | 2.75% | +1.01 |
| SLB SLB Ltd. | New | 0.79% | +0.79 |
| PSX Phillips 66 | New | 0.76% | +0.76 |
| CVX Chevron Corp. | New | 0.76% | +0.76 |
| XOM Exxon Mobil Corp. | Add +108.9% | 1.99% | +0.63 |
| COP Conocophillips | New | 0.62% | +0.62 |
| FANG Diamondback Energy Inc. | New | 0.61% | +0.61 |
| EOG EOG Resources Inc. | New | 0.61% | +0.61 |
| AU Anglogold Ashanti PLC | New | 0.61% | +0.61 |
| MPC Marathon Petroleum Corp. | New | 0.61% | +0.61 |
| OXY Occidental Petroleum Corp. | New | 0.60% | +0.60 |
| VLO Valero Energy Corp. | New | 0.60% | +0.60 |
| PAAS Pan American Silver Corp. | New | 0.59% | +0.59 |
| KGC Kinross Gold Corp. | New | 0.58% | +0.58 |
| MRK Merck & Co. Inc. | New | 0.58% | +0.58 |
| AGI Alamos Gold Inc. Class A | New | 0.58% | +0.58 |
| AEM Agnico Eagle Mines Ltd. | New | 0.58% | +0.58 |
| FNV Franco-Nevada Corp. | New | 0.58% | +0.58 |
| GFI Gold Fields Ltd.-Spons ADR | New | 0.58% | +0.58 |
| AMGN Amgen Inc. | New | 0.56% | +0.56 |
| BMY Bristol-Myers Squibb Co. | New | 0.56% | +0.56 |
| RGLD Royal Gold Inc. | New | 0.56% | +0.56 |
| MDT Medtronic PLC | New | 0.56% | +0.56 |
| CVS CVS Health Corp. | New | 0.55% | +0.55 |
| NEM Newmont Corp. | New | 0.55% | +0.55 |
| CI The Cigna Group | New | 0.55% | +0.55 |
| BSX Boston Scientific Corp. | New | 0.55% | +0.55 |
| ABBV Abbvie Inc. | New | 0.55% | +0.55 |
| ELV Elevance Health Inc. | New | 0.55% | +0.55 |
| PFE Pfizer Inc. | New | 0.55% | +0.55 |
| ISRG Intuitive Surgical Inc. | New | 0.54% | +0.54 |
| REGN Regeneron Pharmaceuticals | New | 0.54% | +0.54 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.54% | +0.54 |
| DHR Danaher Corp. | New | 0.54% | +0.54 |
| SYK Stryker Corp. | New | 0.54% | +0.54 |
| TMO Thermo Fisher Scientific Inc. | New | 0.54% | +0.54 |
| ABT Abbott Laboratories | New | 0.53% | +0.53 |
| WPM Wheaton Precious Metals Corp. | New | 0.52% | +0.52 |
| LLY Eli Lilly & Co. | Add +70.7% | 1.89% | +0.52 |
| SBSW Sibanye-Stillwater Ltd.-ADR | New | 0.51% | +0.51 |
| BTG B2GOLD Corp. | New | 0.50% | +0.50 |
| UNH Unitedhealth Group Inc. | Add +140.6% | 1.87% | +0.50 |
| JNJ Johnson & Johnson | Add +115.3% | 1.87% | +0.45 |
| C Citigroup Inc. | New | 0.29% | +0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +67.6% | 1.62% | +0.26 |
| CME Cme Group Inc. | New | 0.26% | +0.26 |
| FISV Fiserv Inc. | New | 0.24% | +0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 214 | $3.4B | MU, AMD, SGOV, VOO, TLT |
| Q1 2026 | 225 | $3.0B | SGOV, TLT, VOO, AAPL, NVDA |
| Q4 2025 | 218 | $2.7B | SGOV, XLK, TLT, VOO, GOOGL |
| Q3 2025 | 217 | $2.4B | SGOV, TLT, XLK, VGLT, VOO |
| Q2 2025 | 212 | $2.0B | SGOV, TLT, VGLT, NVDA, AVGO |
| Q1 2025 | 207 | $1.6B | SGOV, TLT, VGLT, AAPL, MSFT |
| Q4 2024 | 178 | $1.3B | TLT, SGOV, TSLA, AVGO, VGLT |
| Q3 2024 | 178 | $1.2B | TLT, VGLT, AMD, TSLA, NVDA |
| Q2 2024 | 174 | $933.5M | TLT, NVDA, AVGO, AAPL, TSLA |
| Q1 2024 | 157 | $826.2M | TLT, AVGO, TSLA, AMZN, ADBE |