Hamilton Capital Partners Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Hamilton Capital Partners Inc. opened 2 positions, added to 123, reduced 74, sold out of 17 and left 2 unchanged. The largest increase in value was MU (+$74,338,499); the largest decrease was XOMXXXX (-$11,072,819).
- AMAT: Country of operation United States; Class Common Stock; Shares 2026-03-31 114,808; Shares 2026-06-30 115,628.
- LRCX: Country of operation United States; Class Common Stock; Shares 2026-03-31 175,415; Shares 2026-06-30 177,415.
- GOOGL: Country of operation United States; Class Common Stock; Shares 2026-03-31 242,663; Shares 2026-06-30 243,486.
- TSLA: Country of operation United States; Class Common Stock; Shares 2026-03-31 192,730; Shares 2026-06-30 203,327.
Two Form 13F-HR filings compared (SEC CIK 2141005): 2026-03-31 (filed 2026-08-14) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| AMAT Applied Materials Inc | United States | Common Stock | 114,808 | 115,628 | +820 | $39,240,226 | $83,599,044 | +$44,358,818 |
| LRCX Lam Research Corp | United States | Common Stock | 175,415 | 177,415 | +2,000 | $37,479,169 | $76,879,242 | +$39,400,073 |
| GOOGL Alphabet Inc | United States | Common Stock | 242,663 | 243,486 | +823 | $69,780,172 | $87,014,592 | +$17,234,420 |
| TSLA Tesla Inc | United States | Common Stock | 192,730 | 203,327 | +10,597 | $71,647,378 | $85,519,336 | +$13,871,958 |
| LLY Eli Lilly & Co | United States | Common Stock | 41,935 | 43,560 | +1,625 | $38,570,555 | $52,247,171 | +$13,676,616 |
| AAPL Apple Inc | United States | Common Stock | 291,650 | 302,854 | +11,204 | $74,017,854 | $87,633,833 | +$13,615,979 |
| NVDA NVIDIA Corp | United States | Common Stock | 420,981 | 422,223 | +1,242 | $73,419,086 | $84,482,600 | +$11,063,514 |
| META Meta Platforms Inc | United States | Common Stock | 120,876 | 138,314 | +17,438 | $69,156,786 | $77,910,893 | +$8,754,107 |
| NFLX Netflix Inc | United States | Common Stock | 743,604 | 879,189 | +135,585 | $71,497,525 | $62,774,095 | -$8,723,430 |
| PANW Palo Alto Networks Inc | United States | Common Stock | 32,634 | 35,518 | +2,884 | $5,231,883 | $12,112,348 | +$6,880,465 |
| MSFT Microsoft Corp | United States | Common Stock | 191,439 | 207,578 | +16,139 | $70,864,975 | $77,430,746 | +$6,565,771 |
| KLAC KLA Corp | United States | Common Stock | 4,073 | 39,040 | +34,967 | $5,997,126 | $11,778,758 | +$5,781,632 |
| WAT Waters Corp | United States | Common Stock | 3,250 | 17,758 | +14,508 | $967,850 | $6,659,960 | +$5,692,110 |
| AEM Agnico Eagle Mines Ltd | Common Stock | 134,441 | 141,910 | +7,469 | $27,288,834 | $22,014,498 | -$5,274,336 | |
| V Visa Inc | United States | Common Stock | 112,917 | 114,196 | +1,279 | $34,128,034 | $39,179,506 | +$5,051,472 |
| RGLD Royal Gold Inc | United States | Common Stock | 103,948 | 112,643 | +8,695 | $26,453,727 | $22,484,669 | -$3,969,058 |
| KGC Kinross Gold Corp | Common Stock | 794,204 | 860,711 | +66,507 | $24,239,106 | $20,329,994 | -$3,909,112 | |
| FNV Franco-Nevada Corp | Common Stock | 115,040 | 117,634 | +2,594 | $28,420,632 | $24,519,631 | -$3,901,001 | |
| CVX Chevron Corp | United States | Common Stock | 118,153 | 123,970 | +5,817 | $24,445,856 | $20,549,267 | -$3,896,589 |
| OXY Occidental Petroleum Corp | United States | Common Stock | 298,662 | 320,847 | +22,185 | $19,413,030 | $15,583,539 | -$3,829,491 |
| TPL Texas Pacific Land Corp | United States | Common Stock | 33,490 | 44,995 | +11,505 | $15,893,014 | $19,691,612 | +$3,798,598 |
| CVS CVS Health Corp | United States | Common Stock | 89,515 | 97,387 | +7,872 | $6,428,967 | $10,074,685 | +$3,645,718 |
| COP ConocoPhillips | United States | Common Stock | 141,957 | 152,467 | +10,510 | $18,738,324 | $15,850,469 | -$2,887,855 |
| NEM Newmont Corp | United States | Common Stock | 239,393 | 247,220 | +7,827 | $25,914,292 | $23,090,348 | -$2,823,944 |
| PAAS Pan American Silver Corp | Common Stock | 461,277 | 499,902 | +38,625 | $25,199,563 | $22,390,611 | -$2,808,952 | |
| SPGI S&P Global Inc | United States | Common Stock | 23,032 | 30,686 | +7,654 | $9,796,431 | $12,497,180 | +$2,700,749 |
| CB Chubb Ltd | Common Stock | 33,115 | 39,564 | +6,449 | $10,793,172 | $13,481,037 | +$2,687,865 | |
| AU Anglogold Ashanti Plc | Common Stock | 268,639 | 291,122 | +22,483 | $26,154,693 | $23,548,859 | -$2,605,834 | |
| SCHW Charles Schwab Corp/The | United States | Common Stock | 56,135 | 84,573 | +28,438 | $5,275,567 | $7,803,551 | +$2,527,984 |
| IBM International Business Machines Corp | United States | Common Stock | 16,972 | 23,465 | +6,493 | $4,113,843 | $6,598,593 | +$2,484,750 |
| ADP Automatic Data Processing Inc | United States | Common Stock | 18,831 | 27,977 | +9,146 | $3,826,083 | $6,265,449 | +$2,439,366 |
| ABBV AbbVie Inc | United States | Common Stock | 31,225 | 36,591 | +5,366 | $6,791,125 | $9,207,759 | +$2,416,634 |
| WPM Wheaton Precious Metals Corp | Common Stock | 200,506 | 212,950 | +12,444 | $26,268,291 | $23,918,544 | -$2,349,747 | |
| WDAY Workday Inc | United States | Common Stock | 31,835 | 51,582 | +19,747 | $4,136,003 | $6,314,668 | +$2,178,665 |
| DVN Devon Energy Corp | United States | Common Stock | 359,824 | 386,229 | +26,405 | $18,106,344 | $15,958,982 | -$2,147,362 |
| HAL Halliburton Co | United States | Common Stock | 478,887 | 487,101 | +8,214 | $18,671,804 | $16,537,079 | -$2,134,725 |
| BAC Bank of America Corp | United States | Common Stock | 131,979 | 150,153 | +18,174 | $6,433,976 | $8,555,718 | +$2,121,742 |
| MS Morgan Stanley | United States | Common Stock | 32,483 | 35,686 | +3,203 | $5,345,727 | $7,459,801 | +$2,114,074 |
| COF Capital One Financial Corp | United States | Common Stock | 33,155 | 40,104 | +6,949 | $6,048,467 | $8,045,664 | +$1,997,197 |
| VRTX Vertex Pharmaceuticals Inc | United States | Common Stock | 14,053 | 16,419 | +2,366 | $6,275,227 | $8,155,810 | +$1,880,583 |
| C Citigroup Inc | United States | Common Stock | 48,090 | 52,379 | +4,289 | $5,453,887 | $7,330,965 | +$1,877,078 |
| AXP American Express Co | United States | Common Stock | 17,750 | 21,266 | +3,516 | $5,369,020 | $7,193,225 | +$1,824,205 |
| PGR Progressive Corp/The | United States | Common Stock | 31,718 | 36,936 | +5,218 | $6,287,776 | $8,068,669 | +$1,780,893 |
| JNJ Johnson & Johnson | United States | Common Stock | 172,176 | 172,604 | +428 | $42,086,701 | $43,836,238 | +$1,749,537 |
| GS Goldman Sachs Group Inc/The | United States | Common Stock | 6,960 | 7,520 | +560 | $5,888,090 | $7,605,502 | +$1,717,412 |
| HL Hecla Mining Co | United States | Common Stock | 998,368 | 1,314,302 | +315,934 | $18,599,596 | $20,279,680 | +$1,680,084 |
| VLO Valero Energy Corp | United States | Common Stock | 75,189 | 77,705 | +2,516 | $18,577,698 | $20,237,490 | +$1,659,792 |
| WFC Wells Fargo & Co | United States | Common Stock | 76,605 | 93,861 | +17,256 | $6,098,524 | $7,756,673 | +$1,658,149 |
| KMB Kimberly-Clark Corp | United States | Common Stock | 49,408 | 58,165 | +8,757 | $4,766,390 | $6,384,772 | +$1,618,382 |
| EMR Emerson Electric Co | United States | Common Stock | 33,271 | 41,601 | +8,330 | $4,359,166 | $5,955,183 | +$1,596,017 |
| MPC Marathon Petroleum Corp | United States | Common Stock | 74,971 | 77,682 | +2,711 | $18,306,419 | $19,860,957 | +$1,554,538 |
| ROP Roper Technologies Inc | United States | Common Stock | 10,929 | 15,961 | +5,032 | $3,867,336 | $5,401,043 | +$1,533,707 |
| EXE Expand Energy Corp | United States | Common Stock | 162,996 | 179,708 | +16,712 | $17,893,701 | $16,387,573 | -$1,506,128 |
| EBAY eBay Inc | United States | Common Stock | 62,543 | 64,330 | +1,787 | $5,692,664 | $7,188,878 | +$1,496,214 |
| EA Electronic Arts Inc | United States | Common Stock | 27,233 | 34,204 | +6,971 | $5,551,992 | $7,013,188 | +$1,461,196 |
| BDX Becton Dickinson & Co | United States | Common Stock | 24,168 | 34,472 | +10,304 | $3,799,935 | $5,216,648 | +$1,416,713 |
| B Barrick Mining Corp | Common Stock | 592,258 | 619,916 | +27,658 | $24,158,204 | $22,769,515 | -$1,388,689 | |
| MRK Merck & Co Inc | United States | Common Stock | 55,193 | 62,293 | +7,100 | $6,639,166 | $8,004,651 | +$1,365,485 |
| SHW Sherwin-Williams Co/The | United States | Common Stock | 14,488 | 17,339 | +2,851 | $4,644,128 | $5,970,164 | +$1,326,036 |
| AMGN Amgen Inc | United States | Common Stock | 18,173 | 21,267 | +3,094 | $6,394,170 | $7,701,206 | +$1,307,036 |
| TMO Thermo Fisher Scientific Inc | United States | Common Stock | 13,355 | 15,630 | +2,275 | $6,564,383 | $7,836,257 | +$1,271,874 |
| CDE Coeur Mining Inc | United States | Common Stock | 1,163,215 | 1,260,618 | +97,403 | $21,833,546 | $20,573,286 | -$1,260,260 |
| MA Mastercard Inc | United States | Common Stock | 12,507 | 14,595 | +2,088 | $6,249,248 | $7,495,992 | +$1,246,744 |
| CAH Cardinal Health Inc | United States | Common Stock | 25,044 | 27,424 | +2,380 | $5,292,048 | $6,514,845 | +$1,222,797 |
| ECL Ecolab Inc | United States | Common Stock | 17,917 | 21,451 | +3,534 | $4,766,280 | $5,976,463 | +$1,210,183 |
| AFL Aflac Inc | United States | Common Stock | 43,964 | 50,953 | +6,989 | $4,823,290 | $5,974,239 | +$1,150,949 |
| WELL Welltower Inc | United States | REIT | 24,652 | 26,452 | +1,800 | $4,873,947 | $6,003,810 | +$1,129,863 |
| MDT Medtronic PLC | Ireland | Common Stock | 123,261 | 150,914 | +27,653 | $10,680,566 | $11,806,002 | +$1,125,436 |
| DHR Danaher Corp | United States | Common Stock | 33,490 | 39,220 | +5,730 | $6,349,704 | $7,470,626 | +$1,120,922 |
| EQT EQT Corp | United States | Common Stock | 272,641 | 305,710 | +33,069 | $17,350,873 | $16,254,601 | -$1,096,272 |
| CI Cigna Group/The | United States | Common Stock | 24,441 | 27,573 | +3,132 | $6,519,637 | $7,601,325 | +$1,081,688 |
| PSA Public Storage | United States | REIT | 17,922 | 18,645 | +723 | $4,854,711 | $5,934,890 | +$1,080,179 |
| MRSH Marsh & McLennan Cos Inc | United States | Common Stock | 34,652 | 42,536 | +7,884 | $6,010,389 | $7,089,475 | +$1,079,086 |
| O Realty Income Corp | United States | REIT | 164,558 | 179,527 | +14,969 | $10,067,658 | $11,123,493 | +$1,055,835 |
| GD General Dynamics Corp | United States | Common Stock | 14,295 | 16,762 | +2,467 | $4,906,330 | $5,937,771 | +$1,031,441 |
| BLK Blackrock Inc | United States | Common Stock | 5,646 | 6,571 | +925 | $5,429,815 | $6,318,411 | +$888,596 |
| ITW Illinois Tool Works Inc | United States | Common Stock | 18,980 | 21,434 | +2,454 | $4,940,304 | $5,797,254 | +$856,950 |
| INTU Intuit Inc | United States | Common Stock | 12,068 | 16,796 | +4,728 | $5,217,962 | $4,383,756 | -$834,206 |
| CTSH Cognizant Technology Solutions Corp | United States | Common Stock | 69,637 | 131,733 | +62,096 | $4,272,230 | $5,102,019 | +$829,789 |
| FANG Diamondback Energy Inc | United States | Common Stock | 92,526 | 99,411 | +6,885 | $18,300,718 | $17,474,466 | -$826,252 |
| CL Colgate-Palmolive Co | United States | Common Stock | 63,000 | 67,507 | +4,507 | $5,369,490 | $6,189,042 | +$819,552 |
| VTR Ventas Inc | United States | REIT | 58,568 | 62,845 | +4,277 | $4,789,691 | $5,580,636 | +$790,945 |
| ADBE Adobe Inc | United States | Common Stock | 19,239 | 26,666 | +7,427 | $4,676,616 | $5,467,063 | +$790,447 |
| SYK Stryker Corp | United States | Common Stock | 19,127 | 22,400 | +3,273 | $6,284,941 | $7,052,416 | +$767,475 |
| BMY Bristol-Myers Squibb Co | United States | Common Stock | 111,105 | 130,247 | +19,142 | $6,738,518 | $7,504,832 | +$766,314 |
| PG Procter & Gamble Co/The | United States | Common Stock | 35,357 | 39,526 | +4,169 | $5,106,965 | $5,796,093 | +$689,128 |
| PLTR Palantir Technologies Inc | United States | Common Stock | 404,130 | 512,436 | +108,306 | $59,116,136 | $59,785,908 | +$669,772 |
| TGT Target Corp | United States | Common Stock | 46,539 | 48,239 | +1,700 | $5,640,527 | $6,300,496 | +$659,969 |
| EOG EOG Resources Inc | United States | Common Stock | 126,022 | 135,369 | +9,347 | $18,219,001 | $17,561,420 | -$657,581 |
| ICE Intercontinental Exchange Inc | United States | Common Stock | 42,670 | 49,617 | +6,947 | $6,711,138 | $6,108,349 | -$602,789 |
| PEP PepsiCo Inc | United States | Common Stock | 35,414 | 36,357 | +943 | $5,499,440 | $4,922,738 | -$576,702 |
| BX Blackstone Inc | United States | Common Stock | 51,942 | 55,593 | +3,651 | $5,972,811 | $6,541,628 | +$568,817 |
| CBRE CBRE Group Inc | United States | Common Stock | 36,768 | 41,130 | +4,362 | $4,980,593 | $5,539,800 | +$559,207 |
| ABT Abbott Laboratories | United States | Common Stock | 61,081 | 74,756 | +13,675 | $6,271,186 | $6,783,359 | +$512,173 |
| KO Coca-Cola Co/The | United States | Common Stock | 72,840 | 74,196 | +1,356 | $5,539,482 | $6,029,909 | +$490,427 |
| USB US Bancorp | United States | Common Stock | 12,625 | 18,893 | +6,268 | $656,626 | $1,141,137 | +$484,511 |
| LOW Lowe's Cos Inc | United States | Common Stock | 19,915 | 23,433 | +3,518 | $4,705,516 | $5,166,742 | +$461,226 |
| APD Air Products and Chemicals Inc | United States | Common Stock | 18,390 | 19,784 | +1,394 | $5,342,111 | $5,800,273 | +$458,162 |
| EQIX Equinix Inc | United States | REIT | 5,094 | 5,205 | +111 | $4,993,343 | $5,425,640 | +$432,297 |
| CME CME Group Inc | United States | Common Stock | 17,547 | 21,606 | +4,059 | $5,182,506 | $4,771,253 | -$411,253 |
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