Hamilton Capital Partners Inc.

Q1 2024 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2024
Date filed
8/14/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$826,239
Net value change ($000)
+326,706 (65.4%)
New positions
52
Sold out positions
8
Turnover %
44.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: 8/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 14,061 161.7%
AMAT 13,449 NEW
CAT 11,389 NEW
LIN 10,699 NEW
TSLA 10,466 71.9%
ADBE 10,158 72.4%
MSFT 10,038 71.1%
AMZN 10,030 68.3%
NVDA 10,009 71.4%
AVGO 9,936 63.5%
Top Reduces (Value $000, Stocks/ETFs)
JEPI -58,953 -100.0%
JEPQ -28,304 -100.0%
RYLD -24,578 -100.0%
TXN -7,811 -100.0%
UNP -7,153 -100.0%
CSCO -7,111 -100.0%
COST -7,096 -100.0%
PNC -279 -100.0%
FAF -219 -50.6%
AJG -207 -47.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type