Position in TW
as of Mar 31, 2026
· filed Aug 14, 2026
Position Value
$283,442
-$328,245 QoQ
Shares Held
2,409
-57.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hamilton Capital Partners Inc. holds $24,244,773 across 8 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
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 |
All Filings in TW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,442 | 2,409 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $611,687 | 5,688 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $570,770 | 5,143 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $827,745 | 5,654 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $974,194 | 6,562 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $530,880 | 4,055 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $599,799 | 4,850 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $225,780 | 2,130 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $135,421 | 1,300 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $118,144 | 1,300 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||