Hamilton Point Investment Advisors as of Dec. 31, 2024
Portfolio Holdings for Hamilton Point Investment Advisors
Hamilton Point Investment Advisors holds 160 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway Inc Del Cl A (BRK.A) | 8.3 | $47M | 69.00 | 680920.00 | |
Apple (AAPL) | 4.6 | $26M | 104k | 250.42 | |
Microsoft Corporation (MSFT) | 4.1 | $23M | 55k | 421.50 | |
Emcor (EME) | 4.0 | $23M | 50k | 453.90 | |
American Express Company (AXP) | 3.4 | $20M | 66k | 296.79 | |
Alphabet Cap Stk Cl C (GOOG) | 3.0 | $17M | 90k | 190.44 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $16M | 28k | 588.02 | |
Raytheon Technologies Corp (RTX) | 2.5 | $14M | 121k | 115.72 | |
TJX Companies (TJX) | 2.3 | $13M | 109k | 120.81 | |
Automatic Data Processing (ADP) | 2.2 | $12M | 42k | 294.26 | |
Church & Dwight (CHD) | 2.1 | $12M | 113k | 104.71 | |
Deere & Company (DE) | 1.9 | $11M | 25k | 425.32 | |
Williams-Sonoma (WSM) | 1.9 | $11M | 58k | 185.18 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.8 | $10M | 106k | 96.53 | |
Eaton Corp SHS (ETN) | 1.7 | $9.9M | 30k | 331.87 | |
Danaher Corporation (DHR) | 1.7 | $9.6M | 42k | 229.82 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $9.4M | 27k | 351.79 | |
Amgen (AMGN) | 1.6 | $9.2M | 35k | 260.64 | |
Adobe Systems Incorporated (ADBE) | 1.6 | $8.9M | 20k | 444.68 | |
Hubbell (HUBB) | 1.5 | $8.5M | 20k | 418.90 | |
Wal-Mart Stores (WMT) | 1.5 | $8.4M | 93k | 90.56 | |
Visa Com Cl A (V) | 1.4 | $8.1M | 26k | 316.04 | |
F5 Networks (FFIV) | 1.4 | $8.0M | 32k | 251.47 | |
Texas Instruments Incorporated (TXN) | 1.4 | $8.0M | 42k | 187.51 | |
Waste Management (WM) | 1.4 | $7.7M | 38k | 201.79 | |
Nextera Energy (NEE) | 1.3 | $7.4M | 103k | 71.69 | |
Littelfuse (LFUS) | 1.3 | $7.2M | 31k | 235.65 | |
Relx Sponsored Adr (RELX) | 1.3 | $7.2M | 159k | 45.42 | |
Becton, Dickinson and (BDX) | 1.3 | $7.2M | 32k | 226.87 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $7.2M | 30k | 239.71 | |
Main Street Capital Corporation (MAIN) | 1.2 | $6.9M | 118k | 58.58 | |
Cummins (CMI) | 1.1 | $6.5M | 19k | 348.60 | |
Cisco Systems (CSCO) | 1.1 | $6.5M | 109k | 59.20 | |
Ishares Gold Tr Ishares New (IAU) | 1.1 | $6.5M | 131k | 49.51 | |
Watsco, Incorporated (WSO) | 1.1 | $6.3M | 13k | 473.90 | |
Unilever Spon Adr New (UL) | 1.1 | $6.2M | 110k | 56.70 | |
Johnson & Johnson (JNJ) | 1.1 | $6.1M | 42k | 144.62 | |
McGrath Rent (MGRC) | 1.1 | $6.1M | 54k | 111.82 | |
Roper Industries (ROP) | 1.1 | $6.0M | 12k | 519.84 | |
International Business Machines (IBM) | 1.1 | $6.0M | 27k | 219.83 | |
Broadridge Financial Solutions (BR) | 0.9 | $5.3M | 23k | 226.97 | |
Nice Sponsored Adr (NICE) | 0.9 | $5.1M | 30k | 169.84 | |
Pool Corporation (POOL) | 0.9 | $4.8M | 14k | 340.94 | |
Essential Utils (WTRG) | 0.8 | $4.8M | 131k | 36.32 | |
Cooper Cos (COO) | 0.8 | $4.8M | 52k | 91.93 | |
Paychex (PAYX) | 0.8 | $4.7M | 33k | 140.22 | |
Colgate-Palmolive Company (CL) | 0.8 | $4.6M | 51k | 90.91 | |
NVIDIA Corporation (NVDA) | 0.8 | $4.6M | 34k | 134.29 | |
Eagle Materials (EXP) | 0.8 | $4.4M | 18k | 247.01 | |
Brookfield Infrastructure Com Sub Vtg A | 0.8 | $4.4M | 110k | 40.01 | |
Nike CL B (NKE) | 0.7 | $4.1M | 54k | 76.06 | |
Genuine Parts Company (GPC) | 0.7 | $4.1M | 35k | 117.76 | |
Pfizer (PFE) | 0.7 | $3.9M | 148k | 26.53 | |
Eli Lilly & Co. (LLY) | 0.7 | $3.9M | 5.1k | 771.94 | |
EOG Resources (EOG) | 0.6 | $3.6M | 29k | 122.58 | |
Hershey Company (HSY) | 0.5 | $3.0M | 18k | 169.35 | |
Rio Tinto Sponsored Adr (RIO) | 0.5 | $2.6M | 44k | 58.81 | |
Verizon Communications (VZ) | 0.4 | $2.5M | 63k | 39.99 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.4M | 5.4k | 453.28 | |
S&p Global (SPGI) | 0.3 | $1.9M | 3.8k | 498.03 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | 2.9k | 538.81 | |
W.W. Grainger (GWW) | 0.3 | $1.5M | 1.4k | 1054.05 | |
Trust For Professional Man Jensen Quality (JGRW) | 0.2 | $1.2M | 46k | 25.91 | |
Union Pacific Corporation (UNP) | 0.2 | $1.2M | 5.2k | 228.04 | |
Abbott Laboratories (ABT) | 0.2 | $1.1M | 9.9k | 113.11 | |
Abbvie (ABBV) | 0.2 | $1.1M | 6.2k | 177.70 | |
Pepsi (PEP) | 0.2 | $1.0M | 6.7k | 153.52 | |
Merck & Co (MRK) | 0.2 | $1.0M | 10k | 100.29 | |
Marsh & McLennan Companies (MMC) | 0.2 | $1.0M | 4.7k | 212.41 | |
Procter & Gamble Company (PG) | 0.2 | $973k | 5.8k | 167.66 | |
Amazon (AMZN) | 0.2 | $960k | 4.4k | 219.37 | |
Lowe's Companies (LOW) | 0.2 | $958k | 3.9k | 246.80 | |
Advanced Micro Devices (AMD) | 0.2 | $926k | 7.7k | 120.79 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $915k | 2.3k | 401.58 | |
UnitedHealth (UNH) | 0.2 | $884k | 1.7k | 505.75 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $871k | 4.6k | 189.29 | |
Coca-Cola Company (KO) | 0.1 | $833k | 13k | 62.26 | |
Illinois Tool Works (ITW) | 0.1 | $806k | 3.2k | 255.06 | |
Tyler Technologies (TYL) | 0.1 | $785k | 1.4k | 576.64 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $711k | 1.4k | 511.23 | |
Exxon Mobil Corporation (XOM) | 0.1 | $710k | 6.6k | 107.57 | |
Pathfinder Ban (PBHC) | 0.1 | $673k | 38k | 17.50 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $628k | 1.1k | 588.68 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $619k | 3.7k | 169.30 | |
Fair Isaac Corporation (FICO) | 0.1 | $536k | 269.00 | 1990.93 | |
The Trade Desk Com Cl A (TTD) | 0.1 | $527k | 4.5k | 117.53 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $526k | 18k | 29.01 | |
Philip Morris International (PM) | 0.1 | $526k | 4.3k | 121.70 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $516k | 2.1k | 242.13 | |
Lockheed Martin Corporation (LMT) | 0.1 | $510k | 1.1k | 485.95 | |
Vanguard World Inf Tech Etf (VGT) | 0.1 | $490k | 788.00 | 621.80 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $485k | 2.5k | 195.83 | |
Home Depot (HD) | 0.1 | $442k | 1.1k | 389.00 | |
Meta Platforms Cl A (META) | 0.1 | $431k | 736.00 | 585.85 | |
Broadcom (AVGO) | 0.1 | $423k | 1.8k | 231.81 | |
Microchip Technology (MCHP) | 0.1 | $407k | 7.1k | 57.35 | |
3M Company (MMM) | 0.1 | $381k | 3.0k | 129.09 | |
Honeywell International (HON) | 0.1 | $376k | 1.7k | 225.89 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $364k | 2.0k | 185.13 | |
Rayonier (RYN) | 0.1 | $352k | 13k | 27.90 | |
Cigna Corp (CI) | 0.1 | $350k | 1.3k | 276.14 | |
Emerson Electric (EMR) | 0.1 | $338k | 2.7k | 123.93 | |
McDonald's Corporation (MCD) | 0.1 | $319k | 1.1k | 289.89 | |
General Dynamics Corporation (GD) | 0.1 | $311k | 1.2k | 263.59 | |
Stryker Corporation (SYK) | 0.1 | $291k | 807.00 | 361.02 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $287k | 414.00 | 693.64 | |
Dell Technologies CL C (DELL) | 0.1 | $285k | 2.5k | 115.24 | |
International Paper Company (IP) | 0.0 | $271k | 5.0k | 53.82 | |
Duke Energy Corp Com New (DUK) | 0.0 | $269k | 2.5k | 107.74 | |
Capital One Financial (COF) | 0.0 | $264k | 1.5k | 178.32 | |
Bank of America Corporation (BAC) | 0.0 | $255k | 5.8k | 43.95 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $242k | 459.00 | 526.57 | |
Southern Company (SO) | 0.0 | $237k | 2.9k | 82.31 | |
Oneok (OKE) | 0.0 | $234k | 2.3k | 100.40 | |
Listed Fd Tr Horizon Kinetics Call Option (INFL) | 0.0 | $229k | 6.0k | 38.08 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $227k | 4.8k | 47.82 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $224k | 545.00 | 410.44 | |
Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $218k | 20k | 10.74 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $214k | 2.4k | 89.33 | |
Copart (CPRT) | 0.0 | $210k | 3.7k | 57.39 | |
Paccar (PCAR) | 0.0 | $209k | 2.0k | 107.02 | |
Chevron Corporation (CVX) | 0.0 | $209k | 1.4k | 144.86 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $207k | 890.00 | 232.52 | |
Spdr Ser Tr S&p Transn Etf (XTN) | 0.0 | $201k | 2.3k | 86.66 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $165k | 1.2k | 137.57 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $148k | 1.7k | 88.40 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $127k | 5.6k | 22.70 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $105k | 814.00 | 129.34 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $85k | 377.00 | 224.35 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $77k | 1.0k | 75.61 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $71k | 323.00 | 220.96 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $62k | 3.3k | 18.50 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $62k | 386.00 | 159.52 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $60k | 472.00 | 126.75 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $46k | 213.00 | 215.49 | |
Select Sector Spdr Tr Indl (XLI) | 0.0 | $44k | 333.00 | 131.76 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $38k | 446.00 | 85.66 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $34k | 1.5k | 23.18 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $33k | 1.3k | 25.86 | |
Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $25k | 840.00 | 29.70 | |
Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $24k | 835.00 | 29.05 | |
Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $24k | 725.00 | 33.21 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $13k | 220.00 | 60.26 | |
Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $13k | 387.00 | 34.14 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $13k | 258.00 | 51.14 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $13k | 147.00 | 87.90 | |
Vanguard World Consum Dis Etf (VCR) | 0.0 | $13k | 34.00 | 375.38 | |
Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $12k | 48.00 | 248.46 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $10k | 36.00 | 280.06 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $9.5k | 48.00 | 198.19 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $9.5k | 105.00 | 90.06 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $9.2k | 345.00 | 26.63 | |
Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $8.2k | 348.00 | 23.68 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $7.3k | 214.00 | 34.33 | |
Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $6.2k | 264.00 | 23.47 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $5.9k | 229.00 | 25.83 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $3.9k | 184.00 | 21.06 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.9k | 12.00 | 240.25 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $2.4k | 54.00 | 45.33 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $1.5k | 57.00 | 26.19 |