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, AAPL, GOOG, EME, and represent 24.79% of Hamilton Point Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVEM (+$9.7M), AJG (+$7.4M), BNDX, JNJ, EXP, ACN, NKE, PFE, AMAT, BDX.
- Started 8 new stock positions in OKE, NEM, PWR, AJG, TSM, AVEM, SCHR, AMAT.
- Reduced shares in these 10 stocks: EME (-$6.3M), NICE (-$5.5M), BRK.A, NVDA, CRWD, AKRE, MKL, , , .
- Sold out of its positions in BSVO, MBOX, CRWD, LQD, MKL, NICE, ORCL, AKRE, XLC, TSLA. VTWO, VGIT.
- Hamilton Point Investment Advisors was a net buyer of stock by $5.2M.
- Hamilton Point Investment Advisors has $649M in assets under management (AUM), dropping by -1.30%.
- Central Index Key (CIK): 0001599746
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Portfolio Holdings for Hamilton Point Investment Advisors
Hamilton Point Investment Advisors holds 185 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 7.0 | $45M | 63.00 | 718140.00 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 6.6 | $43M | +2% | 896k | 48.05 |
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| Apple (AAPL) | 3.9 | $26M | 101k | 253.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $25M | 86k | 286.86 |
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| Emcor (EME) | 3.5 | $22M | -21% | 30k | 738.30 |
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| Raytheon Technologies Corp (RTX) | 3.4 | $22M | 116k | 192.90 |
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| Microsoft Corporation (MSFT) | 3.2 | $21M | 56k | 370.17 |
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| American Express Company (AXP) | 2.9 | $19M | 62k | 302.48 |
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| Ishares Gold Tr Ishares New (IAU) | 2.8 | $18M | 205k | 88.16 |
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| TJX Companies (TJX) | 2.6 | $17M | 106k | 159.70 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.4 | $16M | 140k | 110.47 |
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| Deere & Company (DE) | 2.1 | $14M | 24k | 564.93 |
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| Amgen (AMGN) | 1.8 | $12M | 34k | 351.85 |
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| Eaton Corp SHS (ETN) | 1.6 | $11M | 29k | 357.67 |
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| Johnson & Johnson (JNJ) | 1.6 | $10M | +6% | 42k | 244.44 |
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| Church & Dwight (CHD) | 1.5 | $9.9M | 107k | 93.32 |
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| Littelfuse (LFUS) | 1.5 | $9.8M | 29k | 339.36 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $9.7M | NEW | 120k | 80.58 |
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| Cummins (CMI) | 1.5 | $9.6M | 18k | 538.01 |
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| Nextera Energy (NEE) | 1.5 | $9.5M | 102k | 92.88 |
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| Hubbell (HUBB) | 1.5 | $9.5M | 19k | 490.73 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $8.5M | 29k | 294.15 |
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| Automatic Data Processing (ADP) | 1.3 | $8.2M | 40k | 204.88 |
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| Cisco Systems (CSCO) | 1.3 | $8.1M | 105k | 77.59 |
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| Wal-Mart Stores (WMT) | 1.2 | $8.1M | -2% | 65k | 124.53 |
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| Colgate-Palmolive Company (CL) | 1.2 | $7.9M | 93k | 85.23 |
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| Dell Technologies CL C (DELL) | 1.2 | $7.9M | 48k | 164.13 |
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| Arthur J. Gallagher & Co. (AJG) | 1.1 | $7.4M | NEW | 34k | 216.58 |
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| Visa Com Cl A (V) | 1.1 | $7.4M | 24k | 302.24 |
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| Danaher Corporation (DHR) | 1.1 | $7.3M | 39k | 190.00 |
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| Williams-Sonoma (WSM) | 1.1 | $7.0M | 38k | 182.33 |
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| NVIDIA Corporation (NVDA) | 1.0 | $6.8M | -4% | 39k | 174.41 |
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| International Business Machines (IBM) | 1.0 | $6.5M | 27k | 242.39 |
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| salesforce (CRM) | 1.0 | $6.2M | 34k | 186.67 |
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| Verizon Communications (VZ) | 1.0 | $6.2M | 124k | 50.20 |
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| Main Street Capital Corporation (MAIN) | 0.9 | $6.0M | 114k | 52.96 |
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| Eagle Materials (EXP) | 0.9 | $5.8M | +10% | 31k | 189.70 |
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| Roper Industries (ROP) | 0.9 | $5.7M | 16k | 353.87 |
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| McGrath Rent (MGRC) | 0.9 | $5.6M | 51k | 110.28 |
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| Waste Management (WM) | 0.9 | $5.6M | 24k | 229.79 |
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| Essential Utils (WTRG) | 0.8 | $5.3M | 132k | 40.27 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $5.3M | +9% | 27k | 198.29 |
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| Unilever Spon Adr New (UL) | 0.8 | $5.2M | 91k | 57.53 |
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| Relx Sponsored Adr (RELX) | 0.8 | $5.2M | 157k | 33.15 |
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| Pfizer (PFE) | 0.7 | $4.7M | +6% | 169k | 28.08 |
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| Watsco, Incorporated (WSO) | 0.7 | $4.7M | 13k | 363.79 |
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| Becton, Dickinson and (BDX) | 0.7 | $4.7M | +5% | 30k | 157.23 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $4.6M | 7.1k | 652.11 |
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| Eli Lilly & Co. (LLY) | 0.7 | $4.5M | 4.9k | 919.85 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.7 | $4.5M | 113k | 39.52 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $4.4M | 18k | 243.08 |
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| Hershey Company (HSY) | 0.7 | $4.3M | 21k | 207.89 |
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| Medtronic SHS (MDT) | 0.6 | $4.2M | 48k | 87.36 |
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| EOG Resources (EOG) | 0.6 | $4.1M | 28k | 144.57 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $4.1M | 21k | 194.14 |
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| Rio Tinto Sponsored Adr (RIO) | 0.6 | $3.9M | 41k | 95.84 |
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| Broadridge Financial Solutions (BR) | 0.6 | $3.8M | 23k | 163.45 |
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| Genuine Parts Company (GPC) | 0.5 | $3.6M | 33k | 106.81 |
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| Nike CL B (NKE) | 0.5 | $3.2M | +16% | 60k | 53.23 |
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| Paychex (PAYX) | 0.4 | $2.9M | 31k | 92.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.8M | +8% | 5.9k | 479.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | 2.8k | 597.55 |
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| S&p Global (SPGI) | 0.2 | $1.6M | 3.8k | 425.34 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | 8.5k | 169.66 |
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| Merck & Co (MRK) | 0.2 | $1.4M | 12k | 121.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | 4.9k | 287.56 |
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| Vital Farms (VITL) | 0.2 | $1.4M | 100k | 14.12 |
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| W.W. Grainger (GWW) | 0.2 | $1.4M | 1.3k | 1090.81 |
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| Abbvie (ABBV) | 0.2 | $1.3M | 6.2k | 217.49 |
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| Trust For Professional Man Jensen Quality (JGRW) | 0.2 | $1.3M | +2% | 54k | 24.31 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.3M | 5.3k | 242.62 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.2M | -3% | 5.7k | 203.43 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | 14k | 76.58 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.1M | 2.5k | 426.40 |
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| Pepsi (PEP) | 0.2 | $1.0M | 6.7k | 155.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.0M | 2.4k | 430.29 |
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| Amazon (AMZN) | 0.2 | $1.0M | 4.9k | 208.25 |
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| Abbott Laboratories (ABT) | 0.2 | $1.0M | 9.9k | 102.67 |
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| Lowe's Companies (LOW) | 0.1 | $895k | 3.8k | 236.28 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $891k | 5.1k | 173.47 |
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| Procter & Gamble Company (PG) | 0.1 | $876k | 6.1k | 144.45 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $862k | -9% | 2.2k | 392.50 |
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| Illinois Tool Works (ITW) | 0.1 | $833k | 3.2k | 261.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $803k | 1.4k | 577.18 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $794k | 1.2k | 653.21 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $740k | 3.8k | 196.20 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $685k | 1.1k | 604.39 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $629k | 25k | 25.10 |
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| Meta Platforms Cl A (META) | 0.1 | $616k | -8% | 1.1k | 572.25 |
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| Philip Morris International (PM) | 0.1 | $613k | 3.7k | 166.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $586k | 2.7k | 215.06 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $544k | 2.5k | 213.67 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $536k | 768.00 | 697.72 |
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| McDonald's Corporation (MCD) | 0.1 | $535k | 1.7k | 310.79 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $527k | 399.00 | 1319.96 |
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| Tyler Technologies (TYL) | 0.1 | $492k | +5% | 1.4k | 342.38 |
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| Corning Incorporated (GLW) | 0.1 | $491k | 3.6k | 135.97 |
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| Pathfinder Ban (PBHC) | 0.1 | $490k | 38k | 12.76 |
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| Broadcom (AVGO) | 0.1 | $484k | -18% | 1.6k | 309.48 |
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| Costco Wholesale Corporation (COST) | 0.1 | $456k | 457.00 | 997.49 |
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| Microchip Technology (MCHP) | 0.1 | $433k | 6.7k | 64.61 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $432k | 2.0k | 213.92 |
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| Honeywell International (HON) | 0.1 | $418k | 1.9k | 226.03 |
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| General Dynamics Corporation (GD) | 0.1 | $398k | 1.2k | 343.22 |
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| UnitedHealth (UNH) | 0.1 | $394k | -9% | 1.5k | 270.63 |
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| Home Depot (HD) | 0.1 | $366k | 1.1k | 328.83 |
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| Emerson Electric (EMR) | 0.1 | $359k | 2.7k | 131.02 |
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| 3M Company (MMM) | 0.1 | $341k | 2.4k | 145.23 |
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| Cigna Corp (CI) | 0.1 | $336k | 1.3k | 266.75 |
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| McKesson Corporation (MCK) | 0.1 | $336k | 388.00 | 866.19 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $332k | 2.5k | 130.93 |
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| ConocoPhillips (COP) | 0.0 | $316k | -5% | 2.4k | 132.00 |
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| Intel Corporation (INTC) | 0.0 | $300k | 6.8k | 44.13 |
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| Bank of America Corporation (BAC) | 0.0 | $292k | 6.0k | 48.75 |
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| Fair Isaac Corporation (FICO) | 0.0 | $287k | 269.00 | 1067.54 |
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| Chevron Corporation (CVX) | 0.0 | $279k | 1.3k | 206.95 |
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| Rayonier (RYN) | 0.0 | $279k | 14k | 20.62 |
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| Southern Company (SO) | 0.0 | $278k | 2.9k | 96.52 |
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| Capital One Financial (COF) | 0.0 | $270k | 1.5k | 182.43 |
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| Stryker Corporation (SYK) | 0.0 | $266k | 807.00 | 329.40 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $262k | 524.00 | 499.66 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $258k | 3.3k | 77.11 |
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| Micron Technology (MU) | 0.0 | $253k | 748.00 | 337.99 |
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| Applied Materials (AMAT) | 0.0 | $253k | NEW | 739.00 | 341.79 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $249k | 10k | 24.75 |
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| Quanta Services (PWR) | 0.0 | $237k | NEW | 431.00 | 549.02 |
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| O'reilly Automotive (ORLY) | 0.0 | $233k | 2.5k | 92.31 |
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| Metropcs Communications (TMUS) | 0.0 | $225k | 1.1k | 210.03 |
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| Paccar (PCAR) | 0.0 | $225k | 2.0k | 115.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $224k | -4% | 3.5k | 64.08 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $221k | -4% | 1.7k | 132.90 |
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| Spdr Series Trust State Street Spd (XTN) | 0.0 | $216k | 2.3k | 92.98 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $214k | NEW | 632.00 | 338.82 |
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| Newmont Mining Corporation (NEM) | 0.0 | $213k | NEW | 2.0k | 108.24 |
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| Oneok (OKE) | 0.0 | $211k | NEW | 2.3k | 90.39 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $210k | -3% | 2.3k | 90.51 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $203k | -16% | 1.4k | 148.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $184k | 420.00 | 436.79 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $171k | 1.8k | 97.23 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $169k | -11% | 1.5k | 113.11 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $165k | 1.1k | 146.61 |
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| Wells Fargo & Company (WFC) | 0.0 | $157k | 2.0k | 79.61 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.0 | $156k | 135.00 | 1155.00 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $151k | 1.0k | 145.69 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $147k | -11% | 2.4k | 61.26 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $105k | 3.5k | 30.32 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $104k | 1.1k | 97.13 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $90k | -15% | 1.3k | 67.53 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $85k | 662.00 | 128.05 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $82k | 754.00 | 108.98 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $75k | -5% | 304.00 | 248.00 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $70k | 386.00 | 181.42 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $70k | 213.00 | 328.66 |
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| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $62k | 20k | 3.07 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $62k | 294.00 | 211.15 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $62k | -10% | 1.3k | 49.37 |
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| Spdr Series Trust State Street Spd (XHB) | 0.0 | $55k | 555.00 | 98.72 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $54k | 610.00 | 88.46 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $54k | 333.00 | 161.73 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $54k | -38% | 167.00 | 320.81 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $46k | -20% | 370.00 | 124.31 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $45k | 408.00 | 110.39 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $45k | -22% | 900.00 | 49.97 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $41k | 144.00 | 287.18 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $36k | 326.00 | 111.37 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $36k | 725.00 | 48.93 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $32k | 835.00 | 38.26 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $31k | 1.1k | 29.08 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $27k | NEW | 1.1k | 24.91 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $27k | 840.00 | 32.43 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $26k | 325.00 | 78.41 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $24k | 130.00 | 184.28 |
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| Longeveron Cl A New (LGVN) | 0.0 | $23k | 22k | 1.04 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $23k | 894.00 | 25.64 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $18k | 387.00 | 46.36 |
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| Ishares Tr Select Us Reit (ICF) | 0.0 | $14k | 220.00 | 61.89 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $12k | 54.00 | 217.26 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $11k | 345.00 | 32.95 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $10k | 214.00 | 46.74 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $9.7k | 348.00 | 27.85 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $7.4k | 83.00 | 88.70 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $4.0k | 184.00 | 21.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $3.1k | 12.00 | 261.92 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $947.000000 | 16.00 | 59.19 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $62.000000 | 1.00 | 62.00 |
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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 2026 Q1 filed May 6, 2026
- Hamilton Point Investment Advisors 2025 Q4 filed Feb. 12, 2026
- 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