Hamilton Point Investment Advisors

Latest statistics and disclosures from Hamilton Point Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Hamilton Point Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hamilton Point Investment Advisors

Hamilton Point Investment Advisors holds 189 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 7.3 $48M -7% 64.00 754800.00
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.4 $42M +5% 871k 48.32
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Apple (AAPL) 4.2 $28M 101k 271.86
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Alphabet Cap Stk Cl C (GOOG) 4.1 $27M 87k 313.80
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Microsoft Corporation (MSFT) 4.1 $27M +4% 56k 483.62
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Emcor (EME) 3.6 $24M 39k 611.79
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American Express Company (AXP) 3.5 $23M 63k 369.95
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Raytheon Technologies Corp (RTX) 3.2 $21M 116k 183.40
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Ishares Gold Tr Ishares New (IAU) 2.5 $17M 204k 81.17
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TJX Companies (TJX) 2.5 $16M 106k 153.61
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $14M +2% 139k 101.98
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Deere & Company (DE) 1.7 $12M 25k 467.18
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Amgen (AMGN) 1.7 $11M 34k 327.31
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Automatic Data Processing (ADP) 1.6 $10M 40k 258.92
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Eaton Corp SHS (ETN) 1.4 $9.5M 30k 318.51
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JPMorgan Chase & Co. (JPM) 1.4 $9.4M 29k 322.21
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Cummins (CMI) 1.4 $9.2M 18k 510.45
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Church & Dwight (CHD) 1.4 $9.0M 108k 83.85
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salesforce (CRM) 1.3 $8.9M 33k 265.33
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Danaher Corporation (DHR) 1.3 $8.9M 39k 229.24
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Hubbell (HUBB) 1.3 $8.7M 20k 444.10
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Visa Com Cl A (V) 1.3 $8.6M 25k 350.71
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Nextera Energy (NEE) 1.2 $8.2M 102k 80.28
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Johnson & Johnson (JNJ) 1.2 $8.2M -2% 40k 206.95
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Cisco Systems (CSCO) 1.2 $8.1M 105k 77.03
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International Business Machines (IBM) 1.2 $8.0M 27k 296.21
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NVIDIA Corporation (NVDA) 1.1 $7.5M +26% 41k 186.50
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Colgate-Palmolive Company (CL) 1.1 $7.4M +92% 94k 79.02
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Wal-Mart Stores (WMT) 1.1 $7.4M 66k 111.64
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Littelfuse (LFUS) 1.1 $7.4M 29k 252.92
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Roper Industries (ROP) 1.1 $7.1M +45% 16k 445.14
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Main Street Capital Corporation (MAIN) 1.0 $6.9M 114k 60.39
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Williams-Sonoma (WSM) 1.0 $6.8M 38k 178.59
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Accenture Plc Ireland Shs Class A (ACN) 1.0 $6.5M -2% 24k 268.30
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Adobe Systems Incorporated (ADBE) 1.0 $6.4M 18k 349.99
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Relx Sponsored Adr (RELX) 1.0 $6.3M 157k 40.42
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Dell Technologies CL C (DELL) 0.9 $6.0M 48k 125.88
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Unilever Spon Adr New (UL) 0.9 $6.0M NEW 91k 65.40
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Eagle Materials (EXP) 0.9 $5.8M +48% 28k 206.94
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Nice Sponsored Adr (NICE) 0.8 $5.5M -15% 49k 113.04
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Becton, Dickinson and (BDX) 0.8 $5.5M -7% 28k 194.07
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Eli Lilly & Co. (LLY) 0.8 $5.4M 5.0k 1074.77
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McGrath Rent (MGRC) 0.8 $5.4M 51k 104.93
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Waste Management (WM) 0.8 $5.3M 24k 219.71
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Broadridge Financial Solutions (BR) 0.8 $5.2M 23k 224.14
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Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.8 $5.1M 113k 45.40
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Essential Utils (WTRG) 0.8 $5.1M 133k 38.36
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Verizon Communications (VZ) 0.8 $5.1M 124k 40.73
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.9M 7.1k 683.88
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Medtronic SHS (MDT) 0.7 $4.6M 48k 96.77
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Watsco, Incorporated (WSO) 0.7 $4.4M 13k 336.95
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Genuine Parts Company (GPC) 0.6 $4.2M 34k 123.98
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Pfizer (PFE) 0.6 $3.9M -8% 158k 24.90
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Hershey Company (HSY) 0.6 $3.8M 21k 181.98
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Texas Instruments Incorporated (TXN) 0.6 $3.7M 21k 173.49
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Paychex (PAYX) 0.5 $3.5M 31k 112.18
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Rio Tinto Sponsored Adr (RIO) 0.5 $3.3M -2% 41k 80.03
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Nike CL B (NKE) 0.5 $3.3M -2% 51k 64.11
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Vital Farms (VITL) 0.5 $3.2M NEW 100k 31.94
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EOG Resources (EOG) 0.5 $3.0M 29k 105.01
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.7M +4% 5.5k 502.65
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S&p Global (SPGI) 0.3 $2.0M 3.8k 522.59
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 2.8k 627.13
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 4.9k 313.00
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Trust For Professional Man Jensen Quality (JGRW) 0.2 $1.4M +6% 53k 27.06
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Abbvie (ABBV) 0.2 $1.4M 6.2k 228.49
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W.W. Grainger (GWW) 0.2 $1.3M 1.3k 1009.05
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Advanced Micro Devices (AMD) 0.2 $1.3M -4% 5.9k 214.16
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Abbott Laboratories (ABT) 0.2 $1.2M 10k 125.29
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Merck & Co (MRK) 0.2 $1.2M +15% 12k 106.11
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Union Pacific Corporation (UNP) 0.2 $1.2M +2% 5.3k 231.32
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.2M +10% 2.5k 473.30
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Amazon (AMZN) 0.2 $1.1M +9% 4.9k 230.82
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Exxon Mobil Corporation (XOM) 0.2 $1.0M +28% 8.5k 120.34
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Coca-Cola Company (KO) 0.2 $996k +8% 14k 69.91
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Pepsi (PEP) 0.1 $986k +3% 6.8k 144.95
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Marsh & McLennan Companies 0.1 $957k 5.2k 185.51
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Spdr Gold Tr Gold Shs (GLD) 0.1 $938k -16% 2.4k 396.31
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Lowe's Companies (LOW) 0.1 $929k 3.9k 241.16
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Procter & Gamble Company (PG) 0.1 $879k 6.1k 143.32
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $855k 1.4k 614.31
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $832k +13% 1.2k 684.94
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Illinois Tool Works (ITW) 0.1 $798k 3.2k 247.91
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Meta Platforms Cl A (META) 0.1 $781k +60% 1.2k 660.33
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Vanguard Index Fds Value Etf (VTV) 0.1 $720k -6% 3.8k 190.99
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $673k +8% 2.4k 276.13
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Broadcom (AVGO) 0.1 $668k 1.9k 346.08
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $658k 25k 26.23
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Tyler Technologies (TYL) 0.1 $618k 1.4k 453.95
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $599k +10% 2.7k 219.78
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Philip Morris International (PM) 0.1 $594k -3% 3.7k 161.87
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Vanguard World Inf Tech Etf (VGT) 0.1 $579k 768.00 753.78
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Lockheed Martin Corporation (LMT) 0.1 $558k +12% 1.2k 483.67
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Pathfinder Ban (PBHC) 0.1 $542k 38k 14.11
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McDonald's Corporation (MCD) 0.1 $535k 1.8k 305.63
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UnitedHealth (UNH) 0.1 $533k -3% 1.6k 330.08
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $532k -2% 2.5k 210.34
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Fair Isaac Corporation (FICO) 0.1 $455k 269.00 1690.62
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $431k 403.00 1070.04
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Microchip Technology (MCHP) 0.1 $427k +17% 6.7k 63.72
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Costco Wholesale Corporation (COST) 0.1 $395k +106% 457.00 863.26
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General Dynamics Corporation (GD) 0.1 $390k -2% 1.2k 336.66
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Home Depot (HD) 0.1 $387k 1.1k 344.04
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3M Company (MMM) 0.1 $376k 2.4k 160.10
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Emerson Electric (EMR) 0.1 $364k 2.7k 132.72
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Honeywell International (HON) 0.1 $361k +8% 1.9k 195.09
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Capital One Financial (COF) 0.1 $358k 1.5k 242.36
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Cigna Corp (CI) 0.1 $347k 1.3k 275.23
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Lam Research Corp Com New (LRCX) 0.1 $346k 2.0k 171.44
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Bank of America Corporation (BAC) 0.0 $329k 6.0k 55.00
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McKesson Corporation (MCK) 0.0 $324k +25% 394.00 821.11
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Corning Incorporated (GLW) 0.0 $316k NEW 3.6k 87.56
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Mastercard Incorporated Cl A (MA) 0.0 $299k +7% 524.00 570.88
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Duke Energy Corp Com New (DUK) 0.0 $297k 2.5k 117.20
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Rayonier (RYN) 0.0 $293k +2% 14k 21.65
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Stryker Corporation (SYK) 0.0 $288k 817.00 352.36
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $275k +15% 586.00 468.77
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $253k NEW 3.3k 75.44
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Intel Corporation (INTC) 0.0 $251k 6.8k 36.90
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Southern Company (SO) 0.0 $251k 2.9k 87.20
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $249k +100% 1.7k 143.97
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $245k NEW 3.7k 65.51
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $242k 10k 24.04
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ConocoPhillips (COP) 0.0 $237k NEW 2.5k 93.61
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $237k NEW 1.6k 143.49
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $230k -30% 3.7k 62.47
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O'reilly Automotive (ORLY) 0.0 $230k 2.5k 91.21
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Markel Corporation (MKL) 0.0 $219k NEW 102.00 2149.65
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Metropcs Communications (TMUS) 0.0 $218k NEW 1.1k 202.98
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Tesla Motors (TSLA) 0.0 $218k +3% 485.00 449.43
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $218k 2.2k 99.52
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Oracle Corporation (ORCL) 0.0 $218k +2% 1.1k 194.91
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Paccar (PCAR) 0.0 $216k NEW 2.0k 110.91
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $215k NEW 2.4k 89.44
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Micron Technology (MU) 0.0 $214k NEW 748.00 285.53
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Spdr Series Trust State Street Spd (XTN) 0.0 $212k NEW 2.3k 91.35
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $209k NEW 1.7k 123.24
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Chevron Corporation (CVX) 0.0 $206k 1.4k 152.42
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Vanguard Index Fds Growth Etf (VUG) 0.0 $205k -38% 420.00 487.86
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Wells Fargo & Company (WFC) 0.0 $183k NEW 2.0k 93.20
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Select Sector Spdr Tr State Street Hea (XLV) 0.0 $175k 1.1k 154.80
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $169k 1.8k 96.27
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $164k NEW 135.00 1212.00
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $147k +27% 1.0k 141.00
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Ea Series Trust Ea Bridgeway Omn (BSVO) 0.0 $131k NEW 5.6k 23.30
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Ea Series Trust Freedom Day (MBOX) 0.0 $128k NEW 3.7k 34.98
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Select Sector Spdr Tr State Street Ene (XLE) 0.0 $121k +507% 2.7k 44.71
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $107k NEW 3.5k 30.96
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $104k NEW 1.6k 65.99
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $103k +5% 1.1k 96.03
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $92k +63% 273.00 335.27
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $91k +40% 662.00 136.87
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Select Sector Spdr Tr State Street Con (XLY) 0.0 $90k +100% 754.00 119.41
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $80k 323.00 246.16
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $77k 386.00 199.68
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Select Sector Spdr Tr State Street Fin (XLF) 0.0 $76k NEW 1.4k 54.77
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Anavex Life Sciences Corp Com New (AVXL) 0.0 $72k 20k 3.56
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $64k 213.00 301.15
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $62k NEW 294.00 212.07
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $60k NEW 1.0k 59.93
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Spdr Series Trust State Street Spd (XHB) 0.0 $57k NEW 555.00 102.96
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $56k NEW 467.00 120.19
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $56k NEW 610.00 91.45
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Select Sector Spdr Tr State Street Mat (XLB) 0.0 $52k NEW 1.2k 45.37
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Select Sector Spdr Tr State Street Ind (XLI) 0.0 $52k 333.00 155.12
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Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $45k NEW 408.00 110.15
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $42k NEW 144.00 290.22
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $37k NEW 326.00 113.92
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $33k 725.00 45.21
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $30k 1.1k 28.48
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $30k 835.00 36.06
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $27k 840.00 31.51
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $25k NEW 325.00 77.53
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $24k 894.00 26.91
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $23k NEW 130.00 177.37
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $17k 387.00 44.55
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Ishares Tr Select Us Reit (ICF) 0.0 $13k 220.00 59.67
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $11k -56% 54.00 211.80
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Longeveron Cl A New (LGVN) 0.0 $11k 22k 0.51
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $11k 345.00 32.75
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $9.7k 214.00 45.53
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $9.5k 348.00 27.21
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $7.3k NEW 83.00 88.49
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Select Sector Spdr Tr State Street Com (XLC) 0.0 $7.1k NEW 60.00 117.72
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.8k 184.00 20.89
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $3.1k 12.00 257.92
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $2.9k NEW 26.00 110.19
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Ishares Tr Cre U S Reit Etf (USRT) 0.0 $911.000000 NEW 16.00 56.94
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $61.000000 1.00 61.00
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Past Filings by Hamilton Point Investment Advisors

SEC 13F filings are viewable for Hamilton Point Investment Advisors going back to 2013

View all past filings