Hamilton Capital, LLC
Annual return '25
+10.0%
SPY '25
+17.7%
Alpha
-7.7ptsvs SPY
Invested
$1.9B
Holdings
152
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
32.9%
02
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
13.7%
03
$JMTG
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
10.0%
04
$EFV
ISHARES TR
Held since at least Q1 2024
9.2%
05
$EMB
ISHARES TR
Held since at least Q1 2024
7.6%
06
$IJH
ISHARES TR
Held since at least Q1 2024
6.5%
07
$JMBS
JANUS DETROIT STR TR
Held since at least Q1 2024
4.8%
08
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.2%
09
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
1.4%
10
$VMBS
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.