HAMILTON CAPITAL PARTNERS, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$160.2B
Holdings
30
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 48,235 | $19.5B | 12.16% | |
| 2 | MSFTMICROSOFT CORP | 30,949 | $13.0B | 8.15% | Call |
| 3 | GOOGLALPHABET INC | 68,400 | $12.9B | 8.08% | |
| 4 | NVDANVIDIA CORPORATION | 94,244 | $12.7B | 7.90% | |
| 5 | AAPLAPPLE INC | 46,857 | $11.7B | 7.33% | |
| 6 | AMZNAMAZON COM INC | 52,326 | $11.5B | 7.17% | |
| 7 | ORCLORACLE CORP | 63,503 | $10.6B | 6.61% | |
| 8 | AVGOBROADCOM INC | 43,345 | $10.0B | 6.27% | |
| 9 | METAMETA PLATFORMS INC | 17,156 | $10.0B | 6.27% | |
| 10 | CRMSALESFORCE INC | 22,517 | $7.5B | 4.70% | |
| 11 | VVISA INC | 19,103 | $6.0B | 3.77% | |
| 12 | HDHOME DEPOT INC | 15,439 | $6.0B | 3.75% | |
| 13 | LLYELI LILLY & CO | 6,705 | $5.2B | 3.23% | |
| 14 | LINLINDE PLC | 10,674 | $4.5B | 2.79% | |
| 15 | SPYGSPDR SER TR | 49,400 | $4.3B | 2.71% | |
| 16 | HIPSGRANITESHARES ETF TR | 278,362 | $3.6B | 2.23% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 14,720 | $2.9B | 1.82% | |
| 18 | BILSPDR SER TR | 21,596 | $2.0B | 1.23% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,349 | $1.5B | 0.95% | |
| 20 | QQQMINVESCO EXCH TRADED FD TR II | 4,245 | $893.3M | 0.56% | |
| 21 | JPMJPMORGAN CHASE & CO. | 2,881 | $690.7M | 0.43% | |
| 22 | SPYSPDR S&P 500 ETF TR | 1,088 | $637.7M | 0.40% | |
| 23 | XOMEXXON MOBIL CORP | 4,834 | $520.0M | 0.32% | |
| 24 | CVXCHEVRON CORP NEW | 2,750 | $398.3M | 0.25% | |
| 25 | GEGE AEROSPACE | 1,657 | $276.4M | 0.17% | |
| 26 | BACBANK AMERICA CORP | 5,994 | $263.4M | 0.16% | |
| 27 | KOCOCA COLA CO | 4,053 | $252.4M | 0.16% | |
| 28 | PGPROCTER AND GAMBLE CO | 1,475 | $247.3M | 0.15% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 417 | $210.9M | 0.13% | |
| 30 | ECLECOLAB INC | 895 | $209.7M | 0.13% |