Hamilton Point Investment Advisors

Hamilton Point Investment Advisors as of March 31, 2025

Portfolio Holdings for Hamilton Point Investment Advisors

Hamilton Point Investment Advisors holds 155 positions in its portfolio as reported in the March 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) 9.9 $55M 69.00 798441.59
Apple (AAPL) 4.2 $23M 104k 222.13
Microsoft Corporation (MSFT) 3.7 $21M 55k 375.39
American Express Company (AXP) 3.2 $18M 66k 269.05
Raytheon Technologies Corp (RTX) 2.9 $16M 121k 132.46
Emcor (EME) 2.7 $15M 40k 369.63
Alphabet Cap Stk Cl C (GOOG) 2.5 $14M 90k 156.23
TJX Companies (TJX) 2.4 $13M 109k 121.80
Automatic Data Processing (ADP) 2.3 $13M 42k 307.07
Church & Dwight (CHD) 2.2 $13M 113k 110.09
Deere & Company (DE) 2.1 $12M 25k 470.97
Amgen (AMGN) 2.0 $11M 35k 311.55
Ishares Gold Tr Ishares New (IAU) 1.8 $9.8M 165k 58.96
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $9.3M 107k 87.17
Williams-Sonoma (WSM) 1.6 $9.2M 58k 158.10
Nice Sponsored Adr (NICE) 1.6 $9.2M 59k 154.17
Visa Com Cl A (V) 1.6 $9.0M 26k 350.45
Waste Management (WM) 1.6 $8.9M 38k 231.51
Danaher Corporation (DHR) 1.5 $8.6M 42k 205.32
F5 Networks (FFIV) 1.5 $8.4M 32k 266.27
Accenture Plc Ireland Shs Class A (ACN) 1.5 $8.3M 27k 312.05
Eaton Corp SHS (ETN) 1.5 $8.1M 30k 271.83
Relx Sponsored Adr (RELX) 1.4 $8.0M 159k 50.41
Adobe Systems Incorporated (ADBE) 1.4 $7.7M 20k 383.53
Nextera Energy (NEE) 1.3 $7.4M 104k 70.89
JPMorgan Chase & Co. (JPM) 1.3 $7.3M 30k 245.30
Becton, Dickinson and (BDX) 1.3 $7.3M 32k 229.06
Johnson & Johnson (JNJ) 1.3 $7.1M 43k 165.84
International Business Machines (IBM) 1.2 $6.9M 28k 248.66
Roper Industries (ROP) 1.2 $6.8M 12k 589.57
Cisco Systems (CSCO) 1.2 $6.8M 110k 61.71
Watsco, Incorporated (WSO) 1.2 $6.8M 13k 508.32
Hubbell (HUBB) 1.2 $6.7M 20k 330.92
Main Street Capital Corporation (MAIN) 1.2 $6.7M 118k 56.56
Unilever Spon Adr New (UL) 1.2 $6.5M 109k 59.55
Littelfuse (LFUS) 1.1 $6.2M 32k 196.74
McGrath Rent (MGRC) 1.1 $6.1M 54k 111.40
Cummins (CMI) 1.1 $5.9M 19k 313.44
Wal-Mart Stores (WMT) 1.1 $5.9M 67k 88.02
Verizon Communications (VZ) 1.0 $5.7M 126k 45.36
Broadridge Financial Solutions (BR) 1.0 $5.7M 23k 243.34
Essential Utils (WTRG) 1.0 $5.3M 134k 39.53
Paychex (PAYX) 0.9 $5.1M 33k 154.28
Colgate-Palmolive Company (CL) 0.9 $4.8M 51k 93.70
Pool Corporation (POOL) 0.8 $4.6M 15k 318.36
Pfizer (PFE) 0.8 $4.4M 176k 25.34
Cooper Cos (COO) 0.8 $4.3M 52k 84.35
Medtronic SHS (MDT) 0.8 $4.3M 48k 90.56
Eagle Materials (EXP) 0.8 $4.3M 20k 222.18
Genuine Parts Company (GPC) 0.8 $4.2M 35k 120.17
Eli Lilly & Co. (LLY) 0.8 $4.2M 5.1k 825.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.1M 7.3k 561.06
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.7 $4.0M 111k 36.19
Texas Instruments Incorporated (TXN) 0.7 $3.8M 21k 179.70
EOG Resources (EOG) 0.7 $3.7M 29k 128.24
NVIDIA Corporation (NVDA) 0.7 $3.7M 34k 108.39
Hershey Company (HSY) 0.6 $3.6M 21k 171.03
Nike CL B (NKE) 0.6 $3.6M 56k 63.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.9M 5.4k 532.58
Rio Tinto Sponsored Adr (RIO) 0.5 $2.8M 44k 62.33
S&p Global (SPGI) 0.3 $1.9M 3.8k 508.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.5M 2.9k 513.91
W.W. Grainger (GWW) 0.2 $1.4M 1.4k 987.83
Abbott Laboratories (ABT) 0.2 $1.3M 9.9k 132.65
Trust For Professional Man Jensen Quality (JGRW) 0.2 $1.3M 51k 25.48
Abbvie (ABBV) 0.2 $1.3M 6.1k 209.54
Marsh & McLennan Companies (MMC) 0.2 $1.3M 5.2k 244.03
Union Pacific Corporation (UNP) 0.2 $1.2M 5.1k 236.24
Pepsi (PEP) 0.2 $1.0M 6.7k 149.93
Procter & Gamble Company (PG) 0.2 $989k 5.8k 170.43
Coca-Cola Company (KO) 0.2 $954k 13k 72.13
Merck & Co (MRK) 0.2 $919k 10k 90.57
Lowe's Companies (LOW) 0.2 $898k 3.8k 233.23
UnitedHealth (UNH) 0.2 $840k 1.6k 523.63
Amazon (AMZN) 0.1 $833k 4.4k 190.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $823k 2.3k 361.09
Tyler Technologies (TYL) 0.1 $791k 1.4k 581.39
Alphabet Cap Stk Cl A (GOOGL) 0.1 $788k 5.1k 154.63
Illinois Tool Works (ITW) 0.1 $788k 3.2k 249.51
Advanced Micro Devices (AMD) 0.1 $788k 7.7k 102.74
Spdr Gold Tr Gold Shs (GLD) 0.1 $783k 2.7k 288.14
Exxon Mobil Corporation (XOM) 0.1 $780k 6.6k 118.93
Philip Morris International (PM) 0.1 $710k 4.4k 160.08
Vanguard Index Fds Value Etf (VTV) 0.1 $697k 4.0k 172.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $653k 1.4k 469.64
Pathfinder Ban (PBHC) 0.1 $632k 38k 16.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $600k 1.1k 561.90
McDonald's Corporation (MCD) 0.1 $537k 1.7k 312.37
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $535k 11k 50.71
Fair Isaac Corporation (FICO) 0.1 $496k 269.00 1844.16
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $480k 2.5k 193.99
Lockheed Martin Corporation (LMT) 0.1 $459k 1.0k 446.71
3M Company (MMM) 0.1 $433k 3.0k 146.86
Meta Platforms Cl A (META) 0.1 $424k 736.00 576.69
Vanguard World Inf Tech Etf (VGT) 0.1 $417k 768.00 542.38
Cigna Corp (CI) 0.1 $415k 1.3k 329.00
Home Depot (HD) 0.1 $402k 1.1k 366.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $370k 2.0k 188.16
Rayonier (RYN) 0.1 $368k 13k 27.88
Honeywell International (HON) 0.1 $352k 1.7k 211.75
Microchip Technology (MCHP) 0.1 $343k 7.1k 48.41
General Dynamics Corporation (GD) 0.1 $323k 1.2k 272.58
Broadcom (AVGO) 0.1 $315k 1.9k 167.44
Duke Energy Corp Com New (DUK) 0.1 $311k 2.6k 121.97
Emerson Electric (EMR) 0.1 $302k 2.8k 109.64
Stryker Corporation (SYK) 0.1 $300k 803.00 373.22
Asml Holding N V N Y Registry Shs (ASML) 0.0 $275k 414.00 663.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $270k 5.3k 50.83
Mastercard Incorporated Cl A (MA) 0.0 $270k 493.00 548.12
International Paper Company (IP) 0.0 $269k 5.0k 53.35
Capital One Financial (COF) 0.0 $265k 1.5k 179.30
Southern Company (SO) 0.0 $265k 2.9k 91.94
Vanguard Index Fds Growth Etf (VUG) 0.0 $255k 688.00 370.82
Bank of America Corporation (BAC) 0.0 $250k 6.0k 41.73
Chevron Corporation (CVX) 0.0 $247k 1.5k 167.31
The Trade Desk Com Cl A (TTD) 0.0 $245k 4.5k 54.72
O'reilly Automotive (ORLY) 0.0 $241k 168.00 1432.58
Oneok (OKE) 0.0 $232k 2.3k 99.22
Dell Technologies CL C (DELL) 0.0 $226k 2.5k 91.15
Copart (CPRT) 0.0 $207k 3.7k 56.59
McKesson Corporation (MCK) 0.0 $203k 301.00 673.70
Select Sector Spdr Tr Technology (XLK) 0.0 $179k 866.00 206.48
Anavex Life Sciences Corp Com New (AVXL) 0.0 $174k 20k 8.58
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $165k 1.1k 146.01
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $142k 1.7k 85.07
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $121k 5.6k 21.53
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $103k 814.00 125.97
Ishares Tr Msci Eafe Etf (EFA) 0.0 $84k 1.0k 81.73
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $74k 377.00 197.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $66k 3.3k 19.78
Ishares Tr Russell 2000 Etf (IWM) 0.0 $64k 323.00 199.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $56k 472.00 117.49
Ishares Tr U.s. Tech Etf (IYW) 0.0 $54k 386.00 140.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $46k 167.00 274.84
Select Sector Spdr Tr Indl (XLI) 0.0 $44k 333.00 131.07
Select Sector Spdr Tr Energy (XLE) 0.0 $42k 446.00 93.45
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $40k 213.00 188.17
Select Sector Spdr Tr Financial (XLF) 0.0 $28k 571.00 49.82
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $26k 725.00 36.14
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $26k 835.00 30.80
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $25k 1.1k 23.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $23k 124.00 186.29
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $23k 840.00 27.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $20k 894.00 22.08
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $19k 77.00 251.77
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $18k 712.00 25.04
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $14k 387.00 36.20
Ishares Tr Cohen Steer Reit (ICF) 0.0 $14k 220.00 61.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $9.5k 345.00 27.57
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $8.2k 348.00 23.61
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $7.7k 214.00 35.88
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $4.0k 184.00 21.51
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $3.3k 13.00 255.54
Vanguard Index Fds Small Cp Etf (VB) 0.0 $2.7k 12.00 221.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.6k 60.00 26.58