Hamrick Investment Counsel, llc — 13F Holdings & Portfolio

CIK 2126147 · latest 13F-HR filed 2026-04-01

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$134.5M

Long-equity book

Holdings

184

Distinct positions

Period

2025-12-31

Filed 2026-04-01

Q/Q Activity

no prior filing cached

Firm Profile & Key People
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHJ 808524714 $16.6M 12.33% 666,047 SH
2 VANGUARD SPECIALIZED FUNDS VIG 921908844 $8.4M 6.23% 38,102 SH
3 SPDR SERIES TRUST EBND 78464A391 $8.2M 6.12% 385,266 SH
4 VANGUARD INTL EQUITY INDEX F VWO 922042858 $7.5M 5.60% 139,983 SH
5 SCHWAB STRATEGIC TR SCHX 808524201 $5.9M 4.42% 220,683 SH
6 SCHWAB STRATEGIC TR SCHC 808524888 $5.5M 4.06% 120,018 SH
7 VANGUARD INDEX FDS VXF 922908652 $4.6M 3.42% 22,013 SH
8 SCHWAB STRATEGIC TR SCHF 808524805 $4.0M 2.99% 167,007 SH
9 ALPS ETF TR OUSM 00162Q395 $3.4M 2.51% 77,061 SH
10 MICROSOFT CORP MSFT 594918104 $3.2M 2.41% 6,714 SH
11 VANGUARD WORLD FD ESGV 921910733 $3.1M 2.34% 25,972 SH
12 ISHARES TR ESGD 46435G516 $3.0M 2.22% 31,453 SH
13 APPLE INC AAPL 037833100 $2.8M 2.05% 10,130 SH
14 AMGEN INC AMGN 031162100 $2.7M 2.04% 8,400 SH
15 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.5M 1.85% 33,900 SH
16 VANGUARD INTL EQUITY INDEX F VNQI 922042676 $2.5M 1.83% 53,624 SH
17 COSTCO WHSL CORP NEW COST 22160K105 $2.3M 1.71% 2,661 SH
18 VISA INC V 92826C839 $2.2M 1.62% 6,207 SH
19 ISHARES TR IUSB 46434V613 $2.1M 1.59% 46,000 SH
20 ISHARES INC GHYG 464286178 $2.1M 1.58% 46,000 SH
21 JPMORGAN CHASE & CO. JPM 46625H100 $2.0M 1.51% 6,293 SH
22 STARBUCKS CORP SBUX 855244109 $1.9M 1.42% 22,714 SH
23 ADOBE INC ADBE 00724F101 $1.9M 1.38% 5,286 SH
24 STRYKER CORPORATION SYK 863667101 $1.7M 1.26% 4,826 SH
25 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.7M 1.25% 5,661 SH
26 WATERS CORP WAT 941848103 $1.5M 1.15% 4,059 SH
27 KIMCO RLTY CORP KIM 49446R109 $1.5M 1.14% 75,791 SH
28 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $1.4M 1.01% 2,983 SH
29 ALPHABET INC GOOGL 02079K305 $1.3M 0.96% 4,139 SH
30 WASTE MGMT INC DEL WM 94106L109 $1.2M 0.91% 5,581 SH
31 DANAHER CORPORATION DHR 235851102 $1.2M 0.87% 5,120 SH
32 COLGATE PALMOLIVE CO CL 194162103 $1.2M 0.86% 14,561 SH
33 US BANCORP DEL USB 902973304 $1.1M 0.85% 21,242 SH
34 PRICE T ROWE GROUP INC TROW 74144T108 $1.1M 0.84% 11,020 SH
35 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $1.1M 0.83% 15,147 SH
36 PFIZER INC PFE 717081103 $1.1M 0.79% 42,806 SH
37 WEYERHAEUSER CO MTN BE WY 962166104 $1.0M 0.77% 43,708 SH
38 GOLDMAN SACHS GROUP INC GS 38141G104 $952.8K 0.71% 1,084 SH
39 SCHWAB STRATEGIC TR SCHP 808524870 $943.9K 0.70% 35,634 SH
40 VERIZON COMMUNICATIONS INC VZ 92343V104 $939.4K 0.70% 23,064 SH
41 ESSENTIAL UTILS INC WTRG 29670G102 $884.8K 0.66% 23,066 SH
42 UNITED PARCEL SERVICE INC UPS 911312106 $881.0K 0.66% 8,882 SH
43 JOHNSON & JOHNSON JNJ 478160104 $797.6K 0.59% 3,854 SH
44 ROCKWELL AUTOMATION INC ROK 773903109 $773.1K 0.57% 1,987 SH
45 HOME DEPOT INC HD 437076102 $768.7K 0.57% 2,234 SH
46 DAQO NEW ENERGY CORP DQ 23703Q203 $737.8K 0.55% 25,011 SH
47 NIKE INC NKE 654106103 $624.3K 0.46% 9,747 SH
48 CHEVRON CORP NEW CVX 166764100 $610.4K 0.45% 4,005 SH
49 KENVUE INC KVUE 49177J102 $593.0K 0.44% 34,378 SH
50 FREEPORT-MCMORAN INC FCX 35671D857 $562.2K 0.42% 11,069 SH