Hamilton Capital Partners Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed August 14, 2026), Hamilton Capital Partners Inc. reported 178 stock positions worth $1.2 billion. Its top holding was iShares 20+ Year Treasury BD (TLT) at 6.1% of the portfolio, followed by Vanguard Long-Term Treasury (VGLT, 4.6%) and Advanced Micro Devices (AMD, 3.0%). Compared with Q2 2024, it opened 13 new positions, sold out of 9, added to 90 and reduced 53. The biggest buy was Vanguard Long-Term Treasury (VGLT, shares +98%) and the biggest sale an exit from Home Depot (HD).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0002141005
Portfolio Value
$1.2B (Q3 2024)
SEC Filing
0001213900-26-089675 ↗ filed Aug 14, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $826.2M Q1 2024 Q2 2024: $933.5M Q2 2024 Q3 2024: $1.2B $1.2B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $2.0B Q2 2025 Q3 2025: $2.4B Q3 2025 Q4 2025: $2.7B Q4 2025 Q1 2026: $3.0B Q1 2026 Q2 2026: $3.4B Q2 2026

Holdings 178 stocks · $1.2B
TLT iShares 20+ Year Treasury BD 6.13% 721,804 $70.8M Add +58.7%
VGLT Vanguard Long-Term Treasury 4.62% 866,397 $53.3M Add +97.8%
AMD Advanced Micro Devices 3.00% 211,400 $34.7M Add +49.9%
TSLA Tesla Inc. 3.00% 132,496 $34.7M Reduce -15.5%
NVDA Nvidia Corp. 2.99% 284,251 $34.5M Add +5.5%
AAPL Apple Inc. 2.94% 145,956 $34.0M Reduce -2.4%
GOOGL Alphabet Inc. Class A 2.91% 202,946 $33.7M Add +19.2%
META Meta Platforms Inc. Class A 2.90% 58,452 $33.5M Add +6.4%
AVGO Broadcom Inc. 2.86% 191,807 $33.1M Reduce -6.8%
MSFT Microsoft Corp. 2.83% 76,018 $32.7M Add +19.4%
ADBE Adobe Inc. 2.80% 62,454 $32.3M Add +16.6%
AMZN Amazon.com Inc. 2.74% 170,129 $31.7M Add +11.0%
XOM Exxon Mobil Corp. 1.77% 174,370 $20.4M Add +10.3%
UNH Unitedhealth Group Inc. 1.67% 33,030 $19.3M Reduce -2.9%
AMAT Applied Materials Inc. 1.66% 95,017 $19.2M Add +30.4%
QCOM Qualcomm Inc. 1.63% 110,991 $18.9M Add +32.4%
JNJ Johnson & Johnson 1.63% 116,445 $18.9M Add +9.6%
TXN Texas Instruments Inc. 1.62% 90,422 $18.7M New
NFLX Netflix Inc. 1.60% 26,046 $18.5M Add +8.4%
LLY Eli Lilly & Co. 1.58% 20,638 $18.3M Reduce -4.3%
JPM JPMorgan Chase & Co. 1.57% 86,157 $18.2M Add +10.2%
BRK.B Berkshire Hathaway Inc. Class B 1.55% 38,866 $17.9M Add +10.5%
INTU Intuit Inc. 1.55% 28,750 $17.9M Add +22.0%
SGOV iShares 0-3 Month Treasury B 1.51% 173,148 $17.4M New
V Visa Inc. Class A 1.47% 61,566 $16.9M Add +20.9%
PLD Prologis Inc. 1.44% 131,787 $16.6M Add +36.1%
CAT Caterpillar Inc. 1.33% 39,243 $15.3M Add +14.8%
CRM Salesforce Inc. 1.31% 55,244 $15.1M Add +36.6%
ORCL Oracle Corp. 1.30% 88,128 $15.0M New
LIN Linde PLC 1.26% 30,629 $14.6M Add +20.8%
GE General Electric filed as GE AEROSPACE 1.26% 77,241 $14.6M Reduce -5.9%
NEE Nextera Energy Inc. 1.26% 172,269 $14.6M Reduce -7.4%
PG The Procter & Gamble Co. 1.25% 83,578 $14.5M Add +13.2%
EDV Vanguard Extended Dur Treas 1.15% 166,131 $13.2M Add +134.0%
KGC Kinross Gold Corp. 0.70% 866,995 $8.1M Add +5.4%
AGI Alamos Gold Inc. Class A 0.69% 400,302 $8.0M Add +6.8%
NEM Newmont Corp. 0.69% 148,774 $8.0M Add +3.9%
AEM Agnico Eagle Mines Ltd. 0.66% 94,891 $7.6M Add +5.1%
PAAS Pan American Silver Corp. 0.61% 339,140 $7.1M Add +8.8%
WPM Wheaton Precious Metals Corp. 0.61% 114,869 $7.0M Add +9.8%
AU Anglogold Ashanti PLC 0.59% 256,697 $6.8M Add +1.6%
RGLD Royal Gold Inc. 0.58% 47,733 $6.7M Add +9.8%
FNV Franco-Nevada Corp. 0.54% 50,289 $6.2M Add +9.8%
BTG B2GOLD Corp. 0.54% 2,006,387 $6.2M Add +9.8%
PSX Phillips 66 0.50% 44,301 $5.8M Add +9.2%
VLO Valero Energy Corp. 0.50% 42,987 $5.8M Add +16.1%
CVX Chevron Corp. 0.50% 39,379 $5.8M Add +8.2%
GFI Gold Fields Ltd.-Spons ADR 0.50% 377,080 $5.8M Add +9.8%
MPC Marathon Petroleum Corp. 0.50% 35,323 $5.8M Add +10.8%
BKR Baker Hughes Co. 0.50% 158,920 $5.7M New
OXY Occidental Petroleum Corp. 0.49% 110,835 $5.7M Add +22.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.49% 134,672 $5.6M Add +9.8%
COP Conocophillips 0.49% 53,219 $5.6M Add +11.7%
HAL Halliburton Co. 0.48% 192,552 $5.6M New
EOG EOG Resources Inc. 0.48% 45,403 $5.6M Add +2.8%
DVN Devon Energy Corp. 0.47% 140,160 $5.5M New
FANG Diamondback Energy Inc. 0.47% 31,294 $5.4M Add +6.2%
SBSW Sibanye-Stillwater Ltd.-ADR 0.40% 1,130,331 $4.6M Add +9.8%
BMY Bristol-Myers Squibb Co. 0.39% 87,456 $4.5M Reduce -3.0%
ABBV Abbvie Inc. 0.39% 22,576 $4.5M Reduce -14.6%
DHR Danaher Corp. 0.38% 15,990 $4.4M Reduce -15.7%
TMO Thermo Fisher Scientific Inc. 0.38% 7,184 $4.4M Reduce -11.4%
ISRG Intuitive Surgical Inc. 0.38% 8,945 $4.4M Reduce -25.0%
VRTX Vertex Pharmaceuticals Inc. 0.38% 9,445 $4.4M Reduce -10.4%
GILD Gilead Sciences Inc. 0.38% 52,283 $4.4M New
MDT Medtronic PLC 0.38% 48,679 $4.4M Reduce -11.4%
BSX Boston Scientific Corp. 0.38% 52,003 $4.4M Reduce -22.4%
ABT Abbott Laboratories 0.38% 38,156 $4.4M Reduce -6.6%
SYK Stryker Corp. 0.38% 12,031 $4.3M Reduce -9.0%
PFE Pfizer Inc. 0.37% 149,178 $4.3M Reduce -13.3%
MRK Merck & Co. Inc. 0.37% 37,834 $4.3M Add +2.2%
CI The Cigna Group 0.37% 12,299 $4.3M Reduce -5.6%
ELV Elevance Health Inc. 0.37% 8,181 $4.3M Reduce -11.4%
REGN Regeneron Pharmaceuticals 0.36% 4,008 $4.2M Reduce -18.9%
AMGN Amgen Inc. 0.36% 13,059 $4.2M Reduce -10.1%
PGR Progressive Corp. 0.31% 14,086 $3.6M Add +2.1%
WFC Wells Fargo & Co. 0.31% 63,189 $3.6M Add +24.8%
C Citigroup Inc. 0.30% 55,772 $3.5M Add +19.0%
CB Chubb Ltd. 0.30% 12,043 $3.5M Add +10.5%
MA Mastercard Inc. Class A 0.28% 6,570 $3.2M Add +18.3%
ICE Intercontinental Exchange Inc. 0.28% 20,144 $3.2M Add +8.3%
GS Goldman Sachs Group Inc. 0.28% 6,491 $3.2M Reduce -0.7%
SPGI S&P Global Inc. 0.27% 6,019 $3.1M Add +3.4%
KKR KKR & Co. Inc. 0.27% 23,797 $3.1M Add +466.6%
MRSH Marsh & McLennan Cos 0.27% 13,886 $3.1M Add +15.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.27% 78,009 $3.1M Add +5.9%
BX Blackstone Inc. 0.24% 18,280 $2.8M Add +0.5%
MS Morgan Stanley 0.24% 26,433 $2.8M Add +78.5%
AXP American Express Co. 0.24% 10,079 $2.7M Add +4.6%
FISV Fiserv Inc. 0.23% 15,082 $2.7M Add +5.5%
SCHW Schwab (charles) Corp. 0.23% 41,491 $2.7M Add +39.9%
CCI Crown Castle Inc. 0.18% 17,850 $2.1M Add +297.9%
O Realty Income Corp. 0.18% 33,316 $2.1M Add +312.1%
EQIX Equinix Inc. 0.18% 2,360 $2.1M Add +342.8%
SPG Simon Property Group Inc. 0.18% 12,370 $2.1M Add +327.6%
DLR Digital Realty Trust Inc. 0.18% 12,915 $2.1M Add +351.1%
PSA Public Storage 0.18% 5,705 $2.1M Add +286.5%
WELL Welltower Inc. 0.18% 16,150 $2.1M Add +293.6%
AMT American Tower Corp. 0.18% 8,874 $2.1M Add +300.8%
EXR Extra Space Storage Inc. 0.17% 11,196 $2.0M New
WTW Willis Towers Watson PLC 0.10% 3,950 $1.2M Reduce -2.0%
HDB HDFC Bank Ltd.-ADR 0.09% 17,200 $1.1M No change
APO Apollo Global Management Inc. 0.09% 8,609 $1.1M Reduce -14.2%
ALL Allstate Corp. 0.07% 4,370 $829K Add +30.1%
ARCC Ares Capital Corp. 0.07% 36,500 $764K No change
ARES Ares Management Corp. Class A 0.06% 4,553 $710K Add +35.8%
TSLX Sixth Street Specialty Lendi 0.06% 31,640 $650K No change
RYAN Ryan Specialty Holdings Inc. 0.05% 9,064 $602K No change
BPOP Popular Inc. 0.05% 5,994 $601K Reduce -8.8%
TW Tradeweb Markets Inc. Class A 0.05% 4,850 $600K Add +127.7%
LPLA LPL Financial Holdings Inc. 0.05% 2,553 $594K Add +29.4%
MTB M & T Bank Corp. filed as M & T BK CORP 0.05% 3,280 $584K Reduce -12.1%
GPN Global Payments Inc. 0.05% 5,500 $563K Add +52.8%
EWBC East West Bancorp Inc. 0.05% 6,779 $561K Reduce -9.4%
KMPR Kemper Corp. 0.05% 9,150 $560K Add +112.3%
STT State Street Corp. 0.05% 6,300 $557K New
CBOE Cboe Global Markets Inc. 0.05% 2,579 $528K Add +26.5%
CME Cme Group Inc. 0.04% 2,320 $512K Reduce -81.0%
NDAQ Nasdaq Inc. 0.04% 6,619 $483K Reduce -14.3%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.04% 34,600 $472K No change
PB Prosperity Bancshares Inc. 0.04% 6,541 $471K Add +2.5%
UNM Unum Group 0.04% 7,900 $470K New
ACGL Arch Capital Group Ltd. 0.04% 4,093 $458K Reduce -6.4%
HIG Hartford Insurance Group Inc. 0.04% 3,780 $445K Add +3.6%
WAL Western Alliance Bancorp 0.04% 4,880 $422K Reduce -36.5%
BRO Brown & Brown Inc. 0.04% 4,052 $420K Add +32.8%
THG Hanover Insurance Group Inc./ 0.04% 2,803 $415K Add +19.1%
MET Metlife Inc. 0.04% 5,000 $412K Reduce -16.7%
PNFP Pinnacle Financial Partners 0.03% 4,064 $398K No change
AON Aon PLC Class A 0.03% 1,150 $398K New
ESNT Essent Group Ltd. 0.03% 6,093 $392K Add +4.1%
MTG Mgic Investment Corp. 0.03% 15,075 $386K Add +4.2%
FHN First Horizon Corp. 0.03% 24,318 $378K Add +97.4%
UMBF Umb Financial Corp. 0.03% 3,330 $350K New
HWC Hancock Whitney Corp. 0.03% 6,572 $336K Reduce -40.9%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.03% 5,803 $329K Add +5.4%
CADE Cadence Bank 0.03% 10,106 $322K Reduce -31.3%
VOYA Voya Financial Inc. 0.03% 4,052 $321K Add +47.2%
EVR Evercore Inc. Class A 0.03% 1,266 $321K No change
RNR Renaissancere Holdings Ltd. 0.03% 1,061 $289K Add +32.5%
HOMB Home Bancshares Inc. 0.02% 10,626 $288K No change
KNSL Kinsale Capital Group Inc. 0.02% 599 $279K Add +122.7%
CFG Citizens Financial Group 0.02% 6,682 $274K Reduce -76.0%
MSCI MSCI Inc. 0.02% 470 $274K No change
ALLY Ally Financial Inc. 0.02% 7,642 $272K No change
LOB Live Oak Bancshares Inc. 0.02% 5,708 $270K Reduce -41.7%
OWL Blue Owl Capital Inc. 0.02% 13,740 $266K Reduce -19.4%
TFC Truist Financial Corp. 0.02% 6,200 $265K Reduce -56.9%
ABCB Ameris Bancorp 0.02% 4,239 $264K Reduce -27.4%
SNV Synovus Financial Corp. 0.02% 5,917 $263K Reduce -34.2%
HLI Houlihan Lokey Inc. 0.02% 1,662 $263K No change
CFR Cullen/Frost Bankers Inc. 0.02% 2,284 $255K Add +57.1%
JEF Jefferies Financial Group Inc. 0.02% 4,130 $254K No change
HLNE Hamilton Lane Inc. Class A 0.02% 1,437 $242K Reduce -31.5%
CG The Carlyle Group Inc. 0.02% 5,600 $241K Add +47.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.02% 855 $241K Add +32.6%
WBS Webster Financial Corp. 0.02% 5,114 $238K Reduce -37.7%
FAF First American Financial 0.02% 3,498 $231K No change
SF Stifel Financial Corp. 0.02% 2,350 $221K No change
WTFC Wintrust Financial Corp. 0.02% 1,984 $215K Reduce -30.0%
BOKF Bok Financial Corporation 0.02% 2,000 $209K No change
OZK Bank Ozk 0.02% 4,796 $206K No change
CPAY Corpay Inc. 0.02% 658 $206K Reduce -46.0%
PRI Primerica Inc. 0.02% 768 $204K No change
TPG TPG Inc. 0.02% 3,537 $204K Reduce -51.1%
AMP Ameriprise Financial Inc. 0.02% 433 $203K No change
RJF Raymond James Financial Inc. 0.02% 1,653 $202K Reduce -37.7%
CPT Camden Property Trust 0.02% 1,600 $198K New
RF Regions Financial Corp. 0.02% 8,255 $193K Reduce -43.9%
USB US Bancorp 0.01% 3,700 $169K Reduce -73.7%
PLMR Palomar Holdings Inc. 0.01% 1,770 $168K No change
WEX Wex Inc. 0.01% 750 $157K No change
KEY Keycorp 0.01% 9,011 $151K Reduce -28.6%
FFIN First Finl Bankshares Inc. 0.01% 3,500 $130K Reduce -38.6%
WSFS WSFS Financial Corp. 0.01% 2,514 $128K Reduce -45.5%
ZION Zions Bancorp NA 0.01% 2,408 $114K No change
EFSC Enterprise Financial Service 0.01% 1,961 $101K No change
SBCF Seacoast Banking Corp. 0.01% 2,888 $77K Reduce -43.2%

Portfolio Sells Q2 2024 → Q3 2024
HD Home Depot Inc. Sold out 0.00% −1.18
INTC Intel Corp. Sold out 0.00% −1.15
VGIT Vanguard Intermediate-Term T Sold out 0.00% −0.83
AVGO Broadcom Inc. Reduce -6.8% 2.86% −0.68
LLY Eli Lilly & Co. Reduce -4.3% 1.58% −0.51
AAPL Apple Inc. Reduce -2.4% 2.94% −0.43
CVS CVS Health Corp. Sold out 0.00% −0.38
SCHO Schwab Short-Term US Treas Sold out 0.00% −0.35
TSLA Tesla Inc. Reduce -15.5% 3.00% −0.32
CME Cme Group Inc. Reduce -81.0% 0.04% −0.21
REGN Regeneron Pharmaceuticals Reduce -18.9% 0.36% −0.19
ISRG Intuitive Surgical Inc. Reduce -25.0% 0.38% −0.19
UNH Unitedhealth Group Inc. Reduce -2.9% 1.67% −0.18
BSX Boston Scientific Corp. Reduce -22.4% 0.38% −0.18
ELV Elevance Health Inc. Reduce -11.4% 0.37% −0.17
NEE Nextera Energy Inc. Reduce -7.4% 1.26% −0.15
VRTX Vertex Pharmaceuticals Inc. Reduce -10.4% 0.38% −0.15
PFE Pfizer Inc. Reduce -13.3% 0.37% −0.14
GE General Electric Reduce -5.9% 1.26% −0.14
DHR Danaher Corp. Reduce -15.7% 0.38% −0.12
AMGN Amgen Inc. Reduce -10.1% 0.36% −0.12
SYK Stryker Corp. Reduce -9.0% 0.38% −0.11
ABBV Abbvie Inc. Reduce -14.6% 0.39% −0.10
TMO Thermo Fisher Scientific Inc. Reduce -11.4% 0.38% −0.10
CI The Cigna Group Reduce -5.6% 0.37% −0.09
MDT Medtronic PLC Reduce -11.4% 0.38% −0.08
CFG Citizens Financial Group Reduce -76.0% 0.02% −0.08
ABT Abbott Laboratories Reduce -6.6% 0.38% −0.08
CSGP Costar Group Inc. Sold out 0.00% −0.05
USB US Bancorp Reduce -73.7% 0.01% −0.05
OCSL Oaktree Specialty Lending Co. Sold out 0.00% −0.04
GS Goldman Sachs Group Inc. Reduce -0.7% 0.28% −0.04
TFC Truist Financial Corp. Reduce -56.9% 0.02% −0.04
APO Apollo Global Management Inc. Reduce -14.2% 0.09% −0.03
HWC Hancock Whitney Corp. Reduce -40.9% 0.03% −0.03
MCO Moody's Corp. Sold out 0.00% −0.02
WBS Webster Financial Corp. Reduce -37.7% 0.02% −0.02
RJF Raymond James Financial Inc. Reduce -37.7% 0.02% −0.02
CPAY Corpay Inc. Reduce -46.0% 0.02% −0.02
CADE Cadence Bank Reduce -31.3% 0.03% −0.02
SNV Synovus Financial Corp. Reduce -34.2% 0.02% −0.02
WAL Western Alliance Bancorp Reduce -36.5% 0.04% −0.02
RF Regions Financial Corp. Reduce -43.9% 0.02% −0.01
TPG TPG Inc. Reduce -51.1% 0.02% −0.01
LOB Live Oak Bancshares Inc. Reduce -41.7% 0.02% −0.01
WTW Willis Towers Watson PLC Reduce -2.0% 0.10% −0.01
WSFS WSFS Financial Corp. Reduce -45.5% 0.01% −0.01
WTFC Wintrust Financial Corp. Reduce -30.0% 0.02% −0.01
COLB Columbia Banking System Inc. Sold out 0.00% −0.01
BPOP Popular Inc. Reduce -8.8% 0.05% −0.01

Portfolio Buys Q2 2024 → Q3 2024
VGLT Vanguard Long-Term Treasury Add +97.8% 4.62% +1.91
TLT iShares 20+ Year Treasury BD Add +58.7% 6.13% +1.66
TXN Texas Instruments Inc. New 1.62% +1.62
SGOV iShares 0-3 Month Treasury B New 1.51% +1.51
ORCL Oracle Corp. New 1.30% +1.30
EDV Vanguard Extended Dur Treas Add +134.0% 1.15% +0.59
AMD Advanced Micro Devices Add +49.9% 3.00% +0.55
BKR Baker Hughes Co. New 0.50% +0.50
HAL Halliburton Co. New 0.48% +0.48
DVN Devon Energy Corp. New 0.47% +0.47
GILD Gilead Sciences Inc. New 0.38% +0.38
PLD Prologis Inc. Add +36.1% 1.44% +0.28
KKR KKR & Co. Inc. Add +466.6% 0.27% +0.22
CRM Salesforce Inc. Add +36.6% 1.31% +0.20
EXR Extra Space Storage Inc. New 0.17% +0.17
EQIX Equinix Inc. Add +342.8% 0.18% +0.14
O Realty Income Corp. Add +312.1% 0.18% +0.14
CCI Crown Castle Inc. Add +297.9% 0.18% +0.14
DLR Digital Realty Trust Inc. Add +351.1% 0.18% +0.13
PSA Public Storage Add +286.5% 0.18% +0.13
SPG Simon Property Group Inc. Add +327.6% 0.18% +0.13
WELL Welltower Inc. Add +293.6% 0.18% +0.13
AMT American Tower Corp. Add +300.8% 0.18% +0.13
CAT Caterpillar Inc. Add +14.8% 1.33% +0.11
MS Morgan Stanley Add +78.5% 0.24% +0.08
LIN Linde PLC Add +20.8% 1.26% +0.07
AGI Alamos Gold Inc. Class A Add +6.8% 0.69% +0.06
STT State Street Corp. New 0.05% +0.05
NEM Newmont Corp. Add +3.9% 0.69% +0.05
UNM Unum Group New 0.04% +0.04
AON Aon PLC Class A New 0.03% +0.03
V Visa Inc. Class A Add +20.9% 1.47% +0.03
UMBF Umb Financial Corp. New 0.03% +0.03
AEM Agnico Eagle Mines Ltd. Add +5.1% 0.66% +0.03
TW Tradeweb Markets Inc. Class A Add +127.7% 0.05% +0.03
KMPR Kemper Corp. Add +112.3% 0.05% +0.02
WPM Wheaton Precious Metals Corp. Add +9.8% 0.61% +0.02
MA Mastercard Inc. Class A Add +18.3% 0.28% +0.02
CPT Camden Property Trust New 0.02% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +10.5% 1.55% +0.02
ALL Allstate Corp. Add +30.1% 0.07% +0.01
ARES Ares Management Corp. Class A Add +35.8% 0.06% +0.01
KNSL Kinsale Capital Group Inc. Add +122.7% 0.02% +0.01
FHN First Horizon Corp. Add +97.4% 0.03% +0.01
GPN Global Payments Inc. Add +52.8% 0.05% +0.01
CBOE Cboe Global Markets Inc. Add +26.5% 0.05% +0.01
ICE Intercontinental Exchange Inc. Add +8.3% 0.28% +0.01
BRO Brown & Brown Inc. Add +32.8% 0.04% +0.01
VOYA Voya Financial Inc. Add +47.2% 0.03% +0.01
BTG B2GOLD Corp. Add +9.8% 0.54% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 214$3.4BMU, AMD, SGOV, VOO, TLT
Q1 2026 225$3.0BSGOV, TLT, VOO, AAPL, NVDA
Q4 2025 218$2.7BSGOV, XLK, TLT, VOO, GOOGL
Q3 2025 217$2.4BSGOV, TLT, XLK, VGLT, VOO
Q2 2025 212$2.0BSGOV, TLT, VGLT, NVDA, AVGO
Q1 2025 207$1.6BSGOV, TLT, VGLT, AAPL, MSFT
Q4 2024 178$1.3BTLT, SGOV, TSLA, AVGO, VGLT
Q3 2024 178$1.2BTLT, VGLT, AMD, TSLA, NVDA
Q2 2024 174$933.5MTLT, NVDA, AVGO, AAPL, TSLA
Q1 2024 157$826.2MTLT, AVGO, TSLA, AMZN, ADBE