account_balance

Investment manager · 13F filer · SEC CIK 2126147

Hamrick Investment Counsel, LLC

Reported value$151Mas of Jun 30, 2026
Positions184 5 new, 180 sold out
Top 10 weight53.2%SCHJ alone is 12%
FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHJ Schwab Strategic Tr 12.2% Held
VIG Vanguard Specialized Funds 7.0% Added +9%
EBND SPDR Series Trust 6.4% Added +7%
VWO Vanguard Intl Equity Index F 5.6% Trimmed −2%
SCHX Schwab Strategic Tr 5.0% Held
OUSM Alps ETF Tr 4.3% Added +14%
SCHC Schwab Strategic Tr 4.2% Added +4%
SCHF Schwab Strategic Tr 3.9% Added +10%
ESGD iShares Tr 2.5% Trimmed −5%
ESGV Vanguard World Fd 2.3% Trimmed −7%
AMGN Amgen Inc 2.0% Trimmed −15%
VXF Vanguard Index FDS 2.0% Trimmed −10%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • MANH +28%
  • OUSM +14%
  • SCHF +10%
  • VIG +9%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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