Hamilton Point Investment Advisors

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