Hamilton Point Investment Advisors

Hamilton Point Investment Advisors as of Sept. 30, 2025

Portfolio Holdings for Hamilton Point Investment Advisors

Hamilton Point Investment Advisors holds 162 positions in its portfolio as reported in the September 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) 8.1 $52M 69.00 754200.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.4 $41M 829k 49.46
Microsoft Corporation (MSFT) 4.3 $28M 53k 517.95
Apple (AAPL) 4.0 $26M 100k 254.63
Emcor (EME) 3.9 $25M 39k 649.54
Alphabet Cap Stk Cl C (GOOG) 3.3 $21M 86k 243.55
American Express Company (AXP) 3.3 $21M 63k 332.16
Raytheon Technologies Corp (RTX) 3.0 $20M 117k 167.33
TJX Companies (TJX) 2.4 $15M 106k 144.54
Ishares Gold Tr Ishares New (IAU) 2.3 $15M 200k 72.77
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $13M 135k 99.53
Automatic Data Processing (ADP) 1.8 $12M 40k 295.04
Deere & Company (DE) 1.8 $11M 24k 458.87
Eaton Corp SHS (ETN) 1.7 $11M 30k 374.25
Amgen (AMGN) 1.5 $9.5M 34k 282.20
Church & Dwight (CHD) 1.5 $9.5M 108k 87.63
F5 Networks (FFIV) 1.5 $9.4M 29k 323.19
JPMorgan Chase & Co. (JPM) 1.4 $9.1M 29k 315.44
Hubbell (HUBB) 1.3 $8.4M 19k 430.30
Visa Com Cl A (V) 1.3 $8.4M 25k 341.38
Nice Sponsored Adr (NICE) 1.3 $8.3M 57k 144.78
salesforce (CRM) 1.2 $7.9M 33k 237.42
Nextera Energy (NEE) 1.2 $7.7M 102k 75.49
International Business Machines (IBM) 1.2 $7.7M 27k 282.16
Danaher Corporation (DHR) 1.2 $7.7M 39k 198.58
Littelfuse (LFUS) 1.2 $7.6M 29k 259.01
Cummins (CMI) 1.2 $7.6M 18k 422.36
Relx Sponsored Adr (RELX) 1.2 $7.5M 157k 47.76
Johnson & Johnson (JNJ) 1.2 $7.5M 40k 185.42
Williams-Sonoma (WSM) 1.2 $7.4M 38k 195.45
Main Street Capital Corporation (MAIN) 1.1 $7.3M 115k 63.59
Cisco Systems (CSCO) 1.1 $7.2M 105k 68.42
Wal-Mart Stores (WMT) 1.1 $6.8M 66k 103.06
Dell Technologies CL C (DELL) 1.1 $6.8M 48k 141.77
Adobe Systems Incorporated (ADBE) 1.0 $6.5M 18k 352.75
Unilever Spon Adr New (UL) 1.0 $6.2M 105k 59.28
Accenture Plc Ireland Shs Class A (ACN) 1.0 $6.1M 25k 246.60
McGrath Rent (MGRC) 0.9 $6.1M 52k 117.30
NVIDIA Corporation (NVDA) 0.9 $6.0M 32k 186.59
Becton, Dickinson and (BDX) 0.9 $5.7M 31k 187.17
Verizon Communications (VZ) 0.9 $5.5M 125k 43.95
Roper Industries (ROP) 0.9 $5.5M 11k 498.70
Broadridge Financial Solutions (BR) 0.9 $5.4M 23k 239.15
Watsco, Incorporated (WSO) 0.8 $5.3M 13k 404.29
Waste Management (WM) 0.8 $5.3M 24k 220.83
Essential Utils (WTRG) 0.8 $5.3M 132k 39.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.7M 7.1k 667.98
Genuine Parts Company (GPC) 0.7 $4.7M 34k 139.62
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.7 $4.7M 113k 41.12
Medtronic SHS (MDT) 0.7 $4.6M 48k 95.95
Pfizer (PFE) 0.7 $4.4M 173k 25.48
Eagle Materials (EXP) 0.7 $4.4M 19k 233.29
Paychex (PAYX) 0.6 $4.0M 32k 126.76
Colgate-Palmolive Company (CL) 0.6 $3.9M 49k 79.94
Hershey Company (HSY) 0.6 $3.9M 21k 187.05
Eli Lilly & Co. (LLY) 0.6 $3.8M 5.0k 763.07
Texas Instruments Incorporated (TXN) 0.6 $3.8M 21k 183.73
Nike CL B (NKE) 0.6 $3.7M 52k 70.13
EOG Resources (EOG) 0.5 $3.2M 29k 112.12
Rio Tinto Sponsored Adr (RIO) 0.4 $2.8M 42k 66.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.6M 5.2k 502.74
S&p Global (SPGI) 0.3 $1.9M 3.8k 486.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.7M 2.8k 614.12
Abbvie (ABBV) 0.2 $1.4M 6.1k 231.53
Trust For Professional Man Jensen Quality (JGRW) 0.2 $1.4M 50k 27.29
Abbott Laboratories (ABT) 0.2 $1.3M 9.8k 133.93
Union Pacific Corporation (UNP) 0.2 $1.2M 5.1k 236.37
W.W. Grainger (GWW) 0.2 $1.2M 1.3k 952.96
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.2M 4.8k 243.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 2.3k 468.41
Marsh & McLennan Companies (MMC) 0.2 $1.0M 5.1k 201.55
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.0M 2.8k 355.47
Advanced Micro Devices (AMD) 0.2 $998k 6.2k 161.79
Amazon (AMZN) 0.2 $975k 4.4k 219.57
Lowe's Companies (LOW) 0.2 $967k 3.8k 251.31
Procter & Gamble Company (PG) 0.1 $934k 6.1k 153.66
Pepsi (PEP) 0.1 $920k 6.6k 140.44
Coca-Cola Company (KO) 0.1 $881k 13k 66.83
Merck & Co (MRK) 0.1 $860k 10k 84.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $836k 1.4k 601.06
Illinois Tool Works (ITW) 0.1 $829k 3.2k 262.37
Vanguard Index Fds Value Etf (VTV) 0.1 $756k 4.0k 187.43
Exxon Mobil Corporation (XOM) 0.1 $746k 6.6k 112.75
Ishares Tr Core S&p500 Etf (IVV) 0.1 $714k 1.1k 669.30
Tyler Technologies (TYL) 0.1 $712k 1.4k 523.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $645k 25k 25.71
Broadcom (AVGO) 0.1 $644k 2.0k 329.89
Philip Morris International (PM) 0.1 $620k 3.8k 162.21
Pathfinder Ban (PBHC) 0.1 $602k 38k 15.68
UnitedHealth (UNH) 0.1 $577k 1.7k 345.27
Vanguard World Inf Tech Etf (VGT) 0.1 $573k 768.00 746.63
Meta Platforms Cl A (META) 0.1 $542k 738.00 734.02
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $536k 2.5k 216.65
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $533k 2.3k 236.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $527k 2.6k 203.59
McDonald's Corporation (MCD) 0.1 $523k 1.7k 303.98
Lockheed Martin Corporation (LMT) 0.1 $513k 1.0k 499.21
Home Depot (HD) 0.1 $450k 1.1k 405.33
General Dynamics Corporation (GD) 0.1 $404k 1.2k 341.00
Fair Isaac Corporation (FICO) 0.1 $403k 269.00 1496.53
Asml Holding N V N Y Registry Shs (ASML) 0.1 $390k 403.00 968.25
Microchip Technology (MCHP) 0.1 $366k 5.7k 64.22
3M Company (MMM) 0.1 $365k 2.4k 155.18
Cigna Corp (CI) 0.1 $364k 1.3k 288.25
Emerson Electric (EMR) 0.1 $363k 2.8k 131.18
Honeywell International (HON) 0.1 $359k 1.7k 210.50
Rayonier (RYN) 0.1 $350k 13k 26.54
Vanguard Index Fds Growth Etf (VUG) 0.1 $330k 688.00 480.12
Duke Energy Corp Com New (DUK) 0.0 $320k 2.6k 123.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $319k 5.3k 59.92
Capital One Financial (COF) 0.0 $314k 1.5k 212.58
Bank of America Corporation (BAC) 0.0 $309k 6.0k 51.59
Oracle Corporation (ORCL) 0.0 $308k 1.1k 281.24
Stryker Corporation (SYK) 0.0 $303k 817.00 370.50
Mastercard Incorporated Cl A (MA) 0.0 $278k 488.00 568.81
Southern Company (SO) 0.0 $273k 2.9k 94.77
O'reilly Automotive (ORLY) 0.0 $272k 2.5k 107.81
Lam Research Corp Com New (LRCX) 0.0 $271k 2.0k 134.16
Crowdstrike Hldgs Cl A (CRWD) 0.0 $248k 506.00 490.39
Select Sector Spdr Tr Technology (XLK) 0.0 $244k 866.00 281.86
McKesson Corporation (MCK) 0.0 $243k 314.00 773.36
Kla Corp Com New (KLAC) 0.0 $237k 220.00 1077.36
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $235k 10k 23.28
International Paper Company (IP) 0.0 $234k 5.0k 46.40
Intel Corporation (INTC) 0.0 $228k 6.8k 33.55
The Trade Desk Com Cl A (TTD) 0.0 $220k 4.5k 49.01
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $214k 2.2k 97.82
Chevron Corporation (CVX) 0.0 $210k 1.4k 155.30
Tesla Motors (TSLA) 0.0 $209k 470.00 444.43
Costco Wholesale Corporation (COST) 0.0 $205k 221.00 927.53
Anavex Life Sciences Corp Com New (AVXL) 0.0 $181k 20k 8.90
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $170k 1.8k 96.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $157k 1.1k 139.17
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $114k 814.00 139.67
Ishares Tr Msci Eafe Etf (EFA) 0.0 $95k 1.0k 93.37
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $90k 377.00 239.64
Ishares Tr Russell 2000 Etf (IWM) 0.0 $78k 323.00 241.96
Ishares Tr U.s. Tech Etf (IYW) 0.0 $76k 386.00 195.86
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $67k 472.00 142.41
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $58k 213.00 271.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $55k 167.00 329.08
Select Sector Spdr Tr Indl (XLI) 0.0 $51k 333.00 154.23
Select Sector Spdr Tr Energy (XLE) 0.0 $40k 446.00 89.34
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $31k 725.00 42.96
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $30k 835.00 36.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $30k 1.1k 27.90
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $26k 840.00 31.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $26k 124.00 209.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $24k 894.00 26.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $23k 77.00 298.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $23k 712.00 31.91
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $17k 387.00 44.51
Longeveron Cl A New (LGVN) 0.0 $17k 22k 0.75
Ishares Tr Select Us Reit (ICF) 0.0 $14k 220.00 61.62
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $12k 345.00 33.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $9.7k 214.00 45.51
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $9.2k 348.00 26.30
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $4.2k 13.00 320.08
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $4.0k 184.00 21.57
Vanguard Index Fds Small Cp Etf (VB) 0.0 $3.1k 12.00 255.08
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.7k 60.00 29.12
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $63.000000 1.00 63.00