Hamilton Point Investment Advisors
Latest statistics and disclosures from Hamilton Point Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, BNDX, MSFT, AAPL, EME, and represent 26.71% of Hamilton Point Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$7.9M), BNDX, SCHB, LRCX, KLAC, IAU, AVUV, INTC, VTWO, TSLA.
- Started 8 new stock positions in KLAC, VTWO, LGVN, CRM, TSLA, INTC, LRCX, IYR.
- Reduced shares in these 10 stocks: , VITL, COO, TUA, NFLX, MKL, PM, GWW, MMM, GOOG.
- Sold out of its positions in COO, MKL, NFLX, POOL, MTBA, TUA, VITL.
- Hamilton Point Investment Advisors was a net buyer of stock by $1.4M.
- Hamilton Point Investment Advisors has $641M in assets under management (AUM), dropping by 5.45%.
- Central Index Key (CIK): 0001599746
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Portfolio Holdings for Hamilton Point Investment Advisors
Hamilton Point Investment Advisors holds 162 positions in its portfolio as reported in the September 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) | 8.1 | $52M | 69.00 | 754200.00 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 6.4 | $41M | +6% | 829k | 49.46 |
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| Microsoft Corporation (MSFT) | 4.3 | $28M | 53k | 517.95 |
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| Apple (AAPL) | 4.0 | $26M | 100k | 254.63 |
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| Emcor (EME) | 3.9 | $25M | 39k | 649.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $21M | 86k | 243.55 |
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| American Express Company (AXP) | 3.3 | $21M | 63k | 332.16 |
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| Raytheon Technologies Corp (RTX) | 3.0 | $20M | 117k | 167.33 |
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| TJX Companies (TJX) | 2.4 | $15M | 106k | 144.54 |
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| Ishares Gold Tr Ishares New (IAU) | 2.3 | $15M | 200k | 72.77 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $13M | 135k | 99.53 |
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| Automatic Data Processing (ADP) | 1.8 | $12M | 40k | 295.04 |
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| Deere & Company (DE) | 1.8 | $11M | 24k | 458.87 |
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| Eaton Corp SHS (ETN) | 1.7 | $11M | 30k | 374.25 |
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| Amgen (AMGN) | 1.5 | $9.5M | 34k | 282.20 |
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| Church & Dwight (CHD) | 1.5 | $9.5M | 108k | 87.63 |
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| F5 Networks (FFIV) | 1.5 | $9.4M | 29k | 323.19 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $9.1M | 29k | 315.44 |
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| Hubbell (HUBB) | 1.3 | $8.4M | 19k | 430.30 |
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| Visa Com Cl A (V) | 1.3 | $8.4M | 25k | 341.38 |
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| Nice Sponsored Adr (NICE) | 1.3 | $8.3M | 57k | 144.78 |
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| salesforce (CRM) | 1.2 | $7.9M | NEW | 33k | 237.42 |
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| Nextera Energy (NEE) | 1.2 | $7.7M | 102k | 75.49 |
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| International Business Machines (IBM) | 1.2 | $7.7M | 27k | 282.16 |
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| Danaher Corporation (DHR) | 1.2 | $7.7M | 39k | 198.58 |
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| Littelfuse (LFUS) | 1.2 | $7.6M | 29k | 259.01 |
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| Cummins (CMI) | 1.2 | $7.6M | 18k | 422.36 |
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| Relx Sponsored Adr (RELX) | 1.2 | $7.5M | 157k | 47.76 |
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| Johnson & Johnson (JNJ) | 1.2 | $7.5M | 40k | 185.42 |
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| Williams-Sonoma (WSM) | 1.2 | $7.4M | 38k | 195.45 |
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| Main Street Capital Corporation (MAIN) | 1.1 | $7.3M | 115k | 63.59 |
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| Cisco Systems (CSCO) | 1.1 | $7.2M | 105k | 68.42 |
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| Wal-Mart Stores (WMT) | 1.1 | $6.8M | 66k | 103.06 |
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| Dell Technologies CL C (DELL) | 1.1 | $6.8M | 48k | 141.77 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $6.5M | 18k | 352.75 |
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| Unilever Spon Adr New (UL) | 1.0 | $6.2M | 105k | 59.28 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $6.1M | 25k | 246.60 |
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| McGrath Rent (MGRC) | 0.9 | $6.1M | 52k | 117.30 |
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| NVIDIA Corporation (NVDA) | 0.9 | $6.0M | 32k | 186.59 |
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| Becton, Dickinson and (BDX) | 0.9 | $5.7M | 31k | 187.17 |
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| Verizon Communications (VZ) | 0.9 | $5.5M | 125k | 43.95 |
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| Roper Industries (ROP) | 0.9 | $5.5M | 11k | 498.70 |
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| Broadridge Financial Solutions (BR) | 0.9 | $5.4M | 23k | 239.15 |
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| Watsco, Incorporated (WSO) | 0.8 | $5.3M | 13k | 404.29 |
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| Waste Management (WM) | 0.8 | $5.3M | 24k | 220.83 |
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| Essential Utils (WTRG) | 0.8 | $5.3M | 132k | 39.90 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $4.7M | 7.1k | 667.98 |
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| Genuine Parts Company (GPC) | 0.7 | $4.7M | 34k | 139.62 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.7 | $4.7M | +3% | 113k | 41.12 |
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| Medtronic SHS (MDT) | 0.7 | $4.6M | 48k | 95.95 |
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| Pfizer (PFE) | 0.7 | $4.4M | 173k | 25.48 |
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| Eagle Materials (EXP) | 0.7 | $4.4M | 19k | 233.29 |
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| Paychex (PAYX) | 0.6 | $4.0M | 32k | 126.76 |
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| Colgate-Palmolive Company (CL) | 0.6 | $3.9M | 49k | 79.94 |
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| Hershey Company (HSY) | 0.6 | $3.9M | 21k | 187.05 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.8M | 5.0k | 763.07 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $3.8M | 21k | 183.73 |
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| Nike CL B (NKE) | 0.6 | $3.7M | 52k | 70.13 |
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| EOG Resources (EOG) | 0.5 | $3.2M | 29k | 112.12 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $2.8M | 42k | 66.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.6M | -3% | 5.2k | 502.74 |
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| S&p Global (SPGI) | 0.3 | $1.9M | 3.8k | 486.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.7M | 2.8k | 614.12 |
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| Abbvie (ABBV) | 0.2 | $1.4M | 6.1k | 231.53 |
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| Trust For Professional Man Jensen Quality (JGRW) | 0.2 | $1.4M | 50k | 27.29 |
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| Abbott Laboratories (ABT) | 0.2 | $1.3M | 9.8k | 133.93 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 5.1k | 236.37 |
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| W.W. Grainger (GWW) | 0.2 | $1.2M | -7% | 1.3k | 952.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | 4.8k | 243.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.1M | 2.3k | 468.41 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $1.0M | 5.1k | 201.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.0M | +4% | 2.8k | 355.47 |
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| Advanced Micro Devices (AMD) | 0.2 | $998k | -7% | 6.2k | 161.79 |
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| Amazon (AMZN) | 0.2 | $975k | 4.4k | 219.57 |
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| Lowe's Companies (LOW) | 0.2 | $967k | 3.8k | 251.31 |
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| Procter & Gamble Company (PG) | 0.1 | $934k | +4% | 6.1k | 153.66 |
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| Pepsi (PEP) | 0.1 | $920k | 6.6k | 140.44 |
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| Coca-Cola Company (KO) | 0.1 | $881k | 13k | 66.83 |
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| Merck & Co (MRK) | 0.1 | $860k | 10k | 84.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $836k | 1.4k | 601.06 |
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| Illinois Tool Works (ITW) | 0.1 | $829k | 3.2k | 262.37 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $756k | 4.0k | 187.43 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $746k | 6.6k | 112.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $714k | 1.1k | 669.30 |
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| Tyler Technologies (TYL) | 0.1 | $712k | 1.4k | 523.16 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $645k | +347% | 25k | 25.71 |
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| Broadcom (AVGO) | 0.1 | $644k | +3% | 2.0k | 329.89 |
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| Philip Morris International (PM) | 0.1 | $620k | -13% | 3.8k | 162.21 |
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| Pathfinder Ban (PBHC) | 0.1 | $602k | 38k | 15.68 |
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| UnitedHealth (UNH) | 0.1 | $577k | 1.7k | 345.27 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $573k | 768.00 | 746.63 |
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| Meta Platforms Cl A (META) | 0.1 | $542k | 738.00 | 734.02 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $536k | 2.5k | 216.65 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $533k | 2.3k | 236.78 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $527k | +31% | 2.6k | 203.59 |
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| McDonald's Corporation (MCD) | 0.1 | $523k | 1.7k | 303.98 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $513k | 1.0k | 499.21 |
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| Home Depot (HD) | 0.1 | $450k | 1.1k | 405.33 |
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| General Dynamics Corporation (GD) | 0.1 | $404k | 1.2k | 341.00 |
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| Fair Isaac Corporation (FICO) | 0.1 | $403k | 269.00 | 1496.53 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $390k | 403.00 | 968.25 |
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| Microchip Technology (MCHP) | 0.1 | $366k | -14% | 5.7k | 64.22 |
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| 3M Company (MMM) | 0.1 | $365k | -20% | 2.4k | 155.18 |
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| Cigna Corp (CI) | 0.1 | $364k | 1.3k | 288.25 |
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| Emerson Electric (EMR) | 0.1 | $363k | 2.8k | 131.18 |
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| Honeywell International (HON) | 0.1 | $359k | +2% | 1.7k | 210.50 |
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| Rayonier (RYN) | 0.1 | $350k | 13k | 26.54 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $330k | 688.00 | 480.12 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $320k | 2.6k | 123.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $319k | 5.3k | 59.92 |
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| Capital One Financial (COF) | 0.0 | $314k | 1.5k | 212.58 |
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| Bank of America Corporation (BAC) | 0.0 | $309k | 6.0k | 51.59 |
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| Oracle Corporation (ORCL) | 0.0 | $308k | +6% | 1.1k | 281.24 |
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| Stryker Corporation (SYK) | 0.0 | $303k | +2% | 817.00 | 370.50 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $278k | 488.00 | 568.81 |
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| Southern Company (SO) | 0.0 | $273k | 2.9k | 94.77 |
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| O'reilly Automotive (ORLY) | 0.0 | $272k | 2.5k | 107.81 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $271k | NEW | 2.0k | 134.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $248k | +7% | 506.00 | 490.39 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $244k | 866.00 | 281.86 |
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| McKesson Corporation (MCK) | 0.0 | $243k | 314.00 | 773.36 |
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| Kla Corp Com New (KLAC) | 0.0 | $237k | NEW | 220.00 | 1077.36 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $235k | +200% | 10k | 23.28 |
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| International Paper Company (IP) | 0.0 | $234k | 5.0k | 46.40 |
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| Intel Corporation (INTC) | 0.0 | $228k | NEW | 6.8k | 33.55 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $220k | 4.5k | 49.01 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $214k | NEW | 2.2k | 97.82 |
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| Chevron Corporation (CVX) | 0.0 | $210k | -6% | 1.4k | 155.30 |
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| Tesla Motors (TSLA) | 0.0 | $209k | NEW | 470.00 | 444.43 |
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| Costco Wholesale Corporation (COST) | 0.0 | $205k | +4% | 221.00 | 927.53 |
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| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $181k | 20k | 8.90 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $170k | +13% | 1.8k | 96.55 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $157k | 1.1k | 139.17 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $114k | 814.00 | 139.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $95k | 1.0k | 93.37 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $90k | 377.00 | 239.64 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $78k | 323.00 | 241.96 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $76k | 386.00 | 195.86 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $67k | 472.00 | 142.41 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $58k | 213.00 | 271.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $55k | 167.00 | 329.08 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $51k | 333.00 | 154.23 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $40k | 446.00 | 89.34 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $31k | 725.00 | 42.96 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $30k | 835.00 | 36.16 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $30k | 1.1k | 27.90 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $26k | 840.00 | 31.16 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $26k | 124.00 | 209.64 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $24k | 894.00 | 26.34 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $23k | 77.00 | 298.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $23k | 712.00 | 31.91 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $17k | 387.00 | 44.51 |
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| Longeveron Cl A New (LGVN) | 0.0 | $17k | NEW | 22k | 0.75 |
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| Ishares Tr Select Us Reit (ICF) | 0.0 | $14k | 220.00 | 61.62 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $12k | 345.00 | 33.37 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $9.7k | 214.00 | 45.51 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $9.2k | 348.00 | 26.30 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $4.2k | 13.00 | 320.08 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $4.0k | 184.00 | 21.57 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $3.1k | 12.00 | 255.08 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.7k | 60.00 | 29.12 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $63.000000 | NEW | 1.00 | 63.00 |
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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
- Hamilton Point Investment Advisors 2025 Q3 filed Oct. 20, 2025
- Hamilton Point Investment Advisors 2025 Q2 filed July 28, 2025
- Hamilton Point Investment Advisors 2025 Q1 filed May 6, 2025
- Hamilton Point Investment Advisors 2024 Q4 filed Jan. 23, 2025
- Hamilton Point Investment Advisors 2024 Q3 filed Nov. 12, 2024
- Hamilton Point Investment Advisors 2024 Q2 filed Aug. 6, 2024
- Hamilton Point Investment Advisors 2024 Q1 filed May 7, 2024
- Hamilton Point Investment Advisors 2023 Q4 filed Jan. 30, 2024
- Hamilton Point Investment Advisors 2023 Q3 filed Nov. 9, 2023
- Hamilton Point Investment Advisors 2023 Q2 filed Aug. 3, 2023
- Hamilton Point Investment Advisors 2023 Q1 filed May 10, 2023
- Hamilton Point Investment Advisors 2022 Q4 filed Jan. 30, 2023
- Hamilton Point Investment Advisors 2022 Q3 filed Nov. 8, 2022
- Hamilton Point Investment Advisors 2022 Q2 filed July 26, 2022
- Hamilton Point Investment Advisors 2022 Q1 filed May 12, 2022
- Hamilton Point Investment Advisors 2021 Q4 filed Feb. 7, 2022