Hamilton Point Investment Advisors

Hamilton Point Investment Advisors as of June 30, 2025

Portfolio Holdings for Hamilton Point Investment Advisors

Hamilton Point Investment Advisors holds 161 positions in its portfolio as reported in the June 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) 8.3 $50M 69.00 728800.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.3 $39M 777k 49.51
Microsoft Corporation (MSFT) 4.4 $27M 53k 497.41
Emcor (EME) 3.4 $21M 39k 534.89
Apple (AAPL) 3.4 $21M 100k 205.17
American Express Company (AXP) 3.3 $20M 63k 318.98
Raytheon Technologies Corp (RTX) 2.8 $17M 117k 146.02
Alphabet Cap Stk Cl C (GOOG) 2.5 $15M 87k 177.39
TJX Companies (TJX) 2.2 $13M 106k 123.49
Deere & Company (DE) 2.1 $13M 25k 510.11
Automatic Data Processing (ADP) 2.0 $12M 40k 309.93
Ishares Gold Tr Ishares New (IAU) 2.0 $12M 197k 62.36
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $12M 133k 91.10
Eaton Corp SHS (ETN) 1.7 $11M 29k 356.99
Church & Dwight (CHD) 1.7 $10M 108k 96.11
Nice Sponsored Adr (NICE) 1.6 $9.7M 57k 168.91
Amgen (AMGN) 1.6 $9.4M 34k 279.21
Visa Com Cl A (V) 1.4 $8.7M 25k 355.05
F5 Networks (FFIV) 1.4 $8.6M 29k 294.32
Relx Sponsored Adr (RELX) 1.4 $8.4M 154k 54.34
JPMorgan Chase & Co. (JPM) 1.4 $8.4M 29k 289.91
International Business Machines (IBM) 1.3 $8.0M 27k 294.79
Hubbell (HUBB) 1.3 $7.9M 19k 408.40
Danaher Corporation (DHR) 1.3 $7.7M 39k 197.86
Accenture Plc Ireland Shs Class A (ACN) 1.2 $7.5M 25k 298.89
Cisco Systems (CSCO) 1.2 $7.3M 105k 69.38
Adobe Systems Incorporated (ADBE) 1.2 $7.2M 19k 386.88
Nextera Energy (NEE) 1.2 $7.0M 102k 69.42
Main Street Capital Corporation (MAIN) 1.1 $6.8M 115k 59.10
Littelfuse (LFUS) 1.1 $6.7M 29k 226.73
Wal-Mart Stores (WMT) 1.1 $6.4M 66k 97.78
Unilever Spon Adr New (UL) 1.0 $6.3M 103k 61.17
Roper Industries (ROP) 1.0 $6.2M 11k 566.85
Williams-Sonoma (WSM) 1.0 $6.2M 38k 163.37
Johnson & Johnson (JNJ) 1.0 $6.1M 40k 152.75
McGrath Rent (MGRC) 1.0 $6.0M 52k 115.96
Cummins (CMI) 1.0 $5.9M 18k 327.50
Dell Technologies CL C (DELL) 1.0 $5.8M 47k 122.60
Watsco, Incorporated (WSO) 0.9 $5.7M 13k 441.60
Broadridge Financial Solutions (BR) 0.9 $5.5M 23k 243.91
Waste Management (WM) 0.9 $5.4M 24k 228.82
Verizon Communications (VZ) 0.9 $5.4M 124k 43.27
Becton, Dickinson and (BDX) 0.9 $5.3M 31k 172.25
NVIDIA Corporation (NVDA) 0.8 $5.0M 32k 158.00
Essential Utils (WTRG) 0.8 $4.9M 131k 37.14
Paychex (PAYX) 0.8 $4.6M 32k 145.46
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.7 $4.6M 109k 41.60
Colgate-Palmolive Company (CL) 0.7 $4.4M 49k 90.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.4M 7.1k 619.59
Texas Instruments Incorporated (TXN) 0.7 $4.3M 21k 207.62
Pfizer (PFE) 0.7 $4.2M 172k 24.24
Medtronic SHS (MDT) 0.7 $4.2M 47k 87.88
Genuine Parts Company (GPC) 0.7 $4.1M 34k 122.34
Pool Corporation (POOL) 0.7 $4.0M 14k 291.49
Eli Lilly & Co. (LLY) 0.6 $3.9M 5.1k 779.55
Eagle Materials (EXP) 0.6 $3.8M 19k 202.36
Nike CL B (NKE) 0.6 $3.7M 52k 71.44
Vital Farms (VITL) 0.6 $3.6M 93k 38.52
Cooper Cos (COO) 0.6 $3.5M 49k 71.16
Hershey Company (HSY) 0.6 $3.4M 21k 165.95
EOG Resources (EOG) 0.6 $3.4M 28k 119.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.6M 5.4k 485.77
Rio Tinto Sponsored Adr (RIO) 0.4 $2.5M 42k 58.33
S&p Global (SPGI) 0.3 $2.0M 3.8k 527.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.6M 2.8k 569.77
W.W. Grainger (GWW) 0.2 $1.4M 1.4k 1040.24
Trust For Professional Man Jensen Quality (JGRW) 0.2 $1.3M 50k 26.51
Abbott Laboratories (ABT) 0.2 $1.3M 9.8k 136.00
Union Pacific Corporation (UNP) 0.2 $1.2M 5.1k 230.08
Abbvie (ABBV) 0.2 $1.1M 6.1k 185.62
Marsh & McLennan Companies (MMC) 0.2 $1.1M 5.1k 218.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $970k 2.3k 424.58
Amazon (AMZN) 0.2 $965k 4.4k 219.37
Advanced Micro Devices (AMD) 0.2 $946k 6.7k 141.90
Coca-Cola Company (KO) 0.2 $939k 13k 71.26
Procter & Gamble Company (PG) 0.2 $925k 5.8k 159.33
Pepsi (PEP) 0.1 $869k 6.6k 132.03
Lowe's Companies (LOW) 0.1 $854k 3.8k 221.87
Alphabet Cap Stk Cl A (GOOGL) 0.1 $845k 4.8k 176.22
Spdr Gold Tr Gold Shs (GLD) 0.1 $830k 2.7k 304.83
Merck & Co (MRK) 0.1 $812k 10k 79.97
Philip Morris International (PM) 0.1 $810k 4.4k 183.47
Tyler Technologies (TYL) 0.1 $807k 1.4k 592.84
Illinois Tool Works (ITW) 0.1 $786k 3.2k 248.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $768k 1.4k 552.23
Vanguard Index Fds Value Etf (VTV) 0.1 $717k 4.0k 177.70
Exxon Mobil Corporation (XOM) 0.1 $714k 6.6k 107.80
Ishares Tr Core S&p500 Etf (IVV) 0.1 $663k 1.1k 620.90
Pathfinder Ban (PBHC) 0.1 $590k 38k 15.34
Meta Platforms Cl A (META) 0.1 $544k 736.00 738.51
UnitedHealth (UNH) 0.1 $521k 1.7k 311.90
Broadcom (AVGO) 0.1 $519k 1.9k 275.71
Vanguard World Inf Tech Etf (VGT) 0.1 $509k 768.00 663.28
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $509k 2.5k 205.54
McDonald's Corporation (MCD) 0.1 $502k 1.7k 292.17
Fair Isaac Corporation (FICO) 0.1 $492k 269.00 1827.96
Lockheed Martin Corporation (LMT) 0.1 $476k 1.0k 463.14
Microchip Technology (MCHP) 0.1 $471k 6.7k 70.37
3M Company (MMM) 0.1 $449k 3.0k 152.24
Cigna Corp (CI) 0.1 $417k 1.3k 330.58
Home Depot (HD) 0.1 $400k 1.1k 366.56
Honeywell International (HON) 0.1 $388k 1.7k 232.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $383k 2.0k 194.23
Emerson Electric (EMR) 0.1 $369k 2.8k 133.33
General Dynamics Corporation (GD) 0.1 $346k 1.2k 291.66
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $326k 2.3k 145.05
The Trade Desk Com Cl A (TTD) 0.1 $323k 4.5k 71.99
Asml Holding N V N Y Registry Shs (ASML) 0.1 $322k 401.00 802.05
Stryker Corporation (SYK) 0.1 $317k 798.00 396.61
Capital One Financial (COF) 0.1 $315k 1.5k 212.76
Duke Energy Corp Com New (DUK) 0.1 $305k 2.6k 118.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $303k 5.3k 57.01
Vanguard Index Fds Growth Etf (VUG) 0.0 $302k 688.00 438.90
Rayonier (RYN) 0.0 $292k 13k 22.18
Bank of America Corporation (BAC) 0.0 $283k 6.0k 47.32
Mastercard Incorporated Cl A (MA) 0.0 $274k 488.00 561.94
Southern Company (SO) 0.0 $264k 2.9k 91.84
Simplify Exchange Traded Fun Short Term Trea Call Option (TUA) 0.0 $242k 11k 22.03
Crowdstrike Hldgs Cl A (CRWD) 0.0 $239k 469.00 508.90
International Paper Company (IP) 0.0 $236k 5.0k 46.83
McKesson Corporation (MCK) 0.0 $230k 314.00 733.49
O'reilly Automotive (ORLY) 0.0 $227k 2.5k 90.13
Oracle Corporation (ORCL) 0.0 $225k 1.0k 218.63
Select Sector Spdr Tr Technology (XLK) 0.0 $219k 866.00 253.23
Netflix (NFLX) 0.0 $209k 156.00 1339.13
Costco Wholesale Corporation (COST) 0.0 $209k 211.00 988.11
Chevron Corporation (CVX) 0.0 $207k 1.4k 143.21
Markel Corporation (MKL) 0.0 $204k 102.00 1997.36
Anavex Life Sciences Corp Com New (AVXL) 0.0 $187k 20k 9.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $152k 1.1k 134.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $143k 1.6k 91.97
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $134k 5.6k 23.83
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $108k 814.00 132.14
Ishares Tr Msci Eafe Etf (EFA) 0.0 $91k 1.0k 89.39
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $82k 377.00 217.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $74k 3.3k 22.10
Ishares Tr Russell 2000 Etf (IWM) 0.0 $70k 323.00 215.79
Ishares Tr U.s. Tech Etf (IYW) 0.0 $67k 386.00 173.27
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $66k 472.00 138.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $51k 167.00 304.84
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $51k 213.00 238.70
Select Sector Spdr Tr Indl (XLI) 0.0 $49k 333.00 147.52
Select Sector Spdr Tr Energy (XLE) 0.0 $38k 446.00 84.81
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $29k 725.00 40.02
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $28k 835.00 33.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $27k 1.1k 25.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $24k 124.00 195.92
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $24k 840.00 28.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $22k 894.00 24.44
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $21k 77.00 277.36
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $21k 712.00 29.21
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $16k 387.00 42.05
Ishares Tr Select Us Reit (ICF) 0.0 $14k 220.00 61.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $10k 345.00 30.14
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $9.1k 214.00 42.59
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $8.5k 348.00 24.54
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.9k 184.00 21.16
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $3.7k 13.00 285.85
Vanguard Index Fds Small Cp Etf (VB) 0.0 $2.9k 12.00 237.75
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $2.7k 53.00 50.09
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.7k 60.00 27.67