Hamilton Capital Partners Inc.

Position in LPLA — LPL Financial Holdings Inc.

CIK 2141005 TORONTO, A6

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$452,941

-$202,868 QoQ

Shares Held

1,608

-26.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#468

of 761 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hamilton Capital Partners Inc. holds $24,244,773 across 8 Capital Markets names. LPLA ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	84,573	$7,803,550
2	GS	Goldman Sachs Group Inc	7,520	$7,605,502
3	MS	Morgan Stanley	35,686	$7,459,801
4	LPLA	LPL Financial Holdings Inc. This page	1,608	$452,941
5	HLI	Houlihan Lokey, Inc.	2,250	$301,792
6	JEF	Jefferies Financial Group Inc.	5,455	$272,640
7	EVR	Evercore Inc.	681	$232,520
8	SF	Stifel Financial Corp	1,663	$116,027

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,941	1,608	-26.2%	Shares	Sole	2026-08-14
2026-03-31	$655,809	2,180	+18.9%	Shares	Sole	2026-08-14
2025-12-31	$654,692	1,833	+10.2%	Shares	Sole	2026-08-14
2025-09-30	$553,596	1,664	+1.8%	Shares	Sole	2026-08-14
2025-06-30	$612,700	1,634	0.0%	Shares	Sole	2026-08-14
2025-03-31	$534,546	1,634	-2.7%	Shares	Sole	2026-08-14
2024-12-31	$548,536	1,680	-34.2%	Shares	Sole	2026-08-14
2024-09-30	$593,904	2,553	+29.4%	Shares	Sole	2026-08-14
2024-06-30	$551,058	1,973	-13.6%	Shares	Sole	2026-08-14
2024-03-31	$603,168	2,283	-14.6%	Shares	Sole	2026-08-14
2023-12-31	$608,428	2,673	+19.5%	Shares	Sole	2026-08-14
2023-09-30	$531,623	2,237	+2.1%	Shares	Sole	2026-08-14
2023-06-30	$476,171	2,190	0.0%	Shares	Sole	2026-08-14
2023-03-31	$443,256	2,190	-53.9%	Shares	Sole	2026-08-14
2022-12-31	$1,026,375	4,748	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.