Hamilton Point Investment Advisors

Hamilton Point Investment Advisors as of Dec. 31, 2025

Portfolio Holdings for Hamilton Point Investment Advisors

Hamilton Point Investment Advisors holds 189 positions in its portfolio as reported in the December 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) 7.3 $48M 64.00 754800.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.4 $42M 871k 48.32
Apple (AAPL) 4.2 $28M 101k 271.86
Alphabet Cap Stk Cl C (GOOG) 4.1 $27M 87k 313.80
Microsoft Corporation (MSFT) 4.1 $27M 56k 483.62
Emcor (EME) 3.6 $24M 39k 611.79
American Express Company (AXP) 3.5 $23M 63k 369.95
Raytheon Technologies Corp (RTX) 3.2 $21M 116k 183.40
Ishares Gold Tr Ishares New (IAU) 2.5 $17M 204k 81.17
TJX Companies (TJX) 2.5 $16M 106k 153.61
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $14M 139k 101.98
Deere & Company (DE) 1.7 $12M 25k 467.18
Amgen (AMGN) 1.7 $11M 34k 327.31
Automatic Data Processing (ADP) 1.6 $10M 40k 258.92
Eaton Corp SHS (ETN) 1.4 $9.5M 30k 318.51
JPMorgan Chase & Co. (JPM) 1.4 $9.4M 29k 322.21
Cummins (CMI) 1.4 $9.2M 18k 510.45
Church & Dwight (CHD) 1.4 $9.0M 108k 83.85
salesforce (CRM) 1.3 $8.9M 33k 265.33
Danaher Corporation (DHR) 1.3 $8.9M 39k 229.24
Hubbell (HUBB) 1.3 $8.7M 20k 444.10
Visa Com Cl A (V) 1.3 $8.6M 25k 350.71
Nextera Energy (NEE) 1.2 $8.2M 102k 80.28
Johnson & Johnson (JNJ) 1.2 $8.2M 40k 206.95
Cisco Systems (CSCO) 1.2 $8.1M 105k 77.03
International Business Machines (IBM) 1.2 $8.0M 27k 296.21
NVIDIA Corporation (NVDA) 1.1 $7.5M 41k 186.50
Colgate-Palmolive Company (CL) 1.1 $7.4M 94k 79.02
Wal-Mart Stores (WMT) 1.1 $7.4M 66k 111.64
Littelfuse (LFUS) 1.1 $7.4M 29k 252.92
Roper Industries (ROP) 1.1 $7.1M 16k 445.14
Main Street Capital Corporation (MAIN) 1.0 $6.9M 114k 60.39
Williams-Sonoma (WSM) 1.0 $6.8M 38k 178.59
Accenture Plc Ireland Shs Class A (ACN) 1.0 $6.5M 24k 268.30
Adobe Systems Incorporated (ADBE) 1.0 $6.4M 18k 349.99
Relx Sponsored Adr (RELX) 1.0 $6.3M 157k 40.42
Dell Technologies CL C (DELL) 0.9 $6.0M 48k 125.88
Unilever Spon Adr New (UL) 0.9 $6.0M 91k 65.40
Eagle Materials (EXP) 0.9 $5.8M 28k 206.94
Nice Sponsored Adr (NICE) 0.8 $5.5M 49k 113.04
Becton, Dickinson and (BDX) 0.8 $5.5M 28k 194.07
Eli Lilly & Co. (LLY) 0.8 $5.4M 5.0k 1074.77
McGrath Rent (MGRC) 0.8 $5.4M 51k 104.93
Waste Management (WM) 0.8 $5.3M 24k 219.71
Broadridge Financial Solutions (BR) 0.8 $5.2M 23k 224.14
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.8 $5.1M 113k 45.40
Essential Utils (WTRG) 0.8 $5.1M 133k 38.36
Verizon Communications (VZ) 0.8 $5.1M 124k 40.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.9M 7.1k 683.88
Medtronic SHS (MDT) 0.7 $4.6M 48k 96.77
Watsco, Incorporated (WSO) 0.7 $4.4M 13k 336.95
Genuine Parts Company (GPC) 0.6 $4.2M 34k 123.98
Pfizer (PFE) 0.6 $3.9M 158k 24.90
Hershey Company (HSY) 0.6 $3.8M 21k 181.98
Texas Instruments Incorporated (TXN) 0.6 $3.7M 21k 173.49
Paychex (PAYX) 0.5 $3.5M 31k 112.18
Rio Tinto Sponsored Adr (RIO) 0.5 $3.3M 41k 80.03
Nike CL B (NKE) 0.5 $3.3M 51k 64.11
Vital Farms (VITL) 0.5 $3.2M 100k 31.94
EOG Resources (EOG) 0.5 $3.0M 29k 105.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.7M 5.5k 502.65
S&p Global (SPGI) 0.3 $2.0M 3.8k 522.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 2.8k 627.13
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 4.9k 313.00
Trust For Professional Man Jensen Quality (JGRW) 0.2 $1.4M 53k 27.06
Abbvie (ABBV) 0.2 $1.4M 6.2k 228.49
W.W. Grainger (GWW) 0.2 $1.3M 1.3k 1009.05
Advanced Micro Devices (AMD) 0.2 $1.3M 5.9k 214.16
Abbott Laboratories (ABT) 0.2 $1.2M 10k 125.29
Merck & Co (MRK) 0.2 $1.2M 12k 106.11
Union Pacific Corporation (UNP) 0.2 $1.2M 5.3k 231.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.2M 2.5k 473.30
Amazon (AMZN) 0.2 $1.1M 4.9k 230.82
Exxon Mobil Corporation (XOM) 0.2 $1.0M 8.5k 120.34
Coca-Cola Company (KO) 0.2 $996k 14k 69.91
Pepsi (PEP) 0.1 $986k 6.8k 144.95
Marsh & McLennan Companies 0.1 $957k 5.2k 185.51
Spdr Gold Tr Gold Shs (GLD) 0.1 $938k 2.4k 396.31
Lowe's Companies (LOW) 0.1 $929k 3.9k 241.16
Procter & Gamble Company (PG) 0.1 $879k 6.1k 143.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $855k 1.4k 614.31
Ishares Tr Core S&p500 Etf (IVV) 0.1 $832k 1.2k 684.94
Illinois Tool Works (ITW) 0.1 $798k 3.2k 247.91
Meta Platforms Cl A (META) 0.1 $781k 1.2k 660.33
Vanguard Index Fds Value Etf (VTV) 0.1 $720k 3.8k 190.99
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $673k 2.4k 276.13
Broadcom (AVGO) 0.1 $668k 1.9k 346.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $658k 25k 26.23
Tyler Technologies (TYL) 0.1 $618k 1.4k 453.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $599k 2.7k 219.78
Philip Morris International (PM) 0.1 $594k 3.7k 161.87
Vanguard World Inf Tech Etf (VGT) 0.1 $579k 768.00 753.78
Lockheed Martin Corporation (LMT) 0.1 $558k 1.2k 483.67
Pathfinder Ban (PBHC) 0.1 $542k 38k 14.11
McDonald's Corporation (MCD) 0.1 $535k 1.8k 305.63
UnitedHealth (UNH) 0.1 $533k 1.6k 330.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $532k 2.5k 210.34
Fair Isaac Corporation (FICO) 0.1 $455k 269.00 1690.62
Asml Holding N V N Y Registry Shs (ASML) 0.1 $431k 403.00 1070.04
Microchip Technology (MCHP) 0.1 $427k 6.7k 63.72
Costco Wholesale Corporation (COST) 0.1 $395k 457.00 863.26
General Dynamics Corporation (GD) 0.1 $390k 1.2k 336.66
Home Depot (HD) 0.1 $387k 1.1k 344.04
3M Company (MMM) 0.1 $376k 2.4k 160.10
Emerson Electric (EMR) 0.1 $364k 2.7k 132.72
Honeywell International (HON) 0.1 $361k 1.9k 195.09
Capital One Financial (COF) 0.1 $358k 1.5k 242.36
Cigna Corp (CI) 0.1 $347k 1.3k 275.23
Lam Research Corp Com New (LRCX) 0.1 $346k 2.0k 171.44
Bank of America Corporation (BAC) 0.0 $329k 6.0k 55.00
McKesson Corporation (MCK) 0.0 $324k 394.00 821.11
Corning Incorporated (GLW) 0.0 $316k 3.6k 87.56
Mastercard Incorporated Cl A (MA) 0.0 $299k 524.00 570.88
Duke Energy Corp Com New (DUK) 0.0 $297k 2.5k 117.20
Rayonier (RYN) 0.0 $293k 14k 21.65
Stryker Corporation (SYK) 0.0 $288k 817.00 352.36
Crowdstrike Hldgs Cl A (CRWD) 0.0 $275k 586.00 468.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $253k 3.3k 75.44
Intel Corporation (INTC) 0.0 $251k 6.8k 36.90
Southern Company (SO) 0.0 $251k 2.9k 87.20
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $249k 1.7k 143.97
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $245k 3.7k 65.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $242k 10k 24.04
ConocoPhillips (COP) 0.0 $237k 2.5k 93.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $237k 1.6k 143.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $230k 3.7k 62.47
O'reilly Automotive (ORLY) 0.0 $230k 2.5k 91.21
Markel Corporation (MKL) 0.0 $219k 102.00 2149.65
Metropcs Communications (TMUS) 0.0 $218k 1.1k 202.98
Tesla Motors (TSLA) 0.0 $218k 485.00 449.43
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $218k 2.2k 99.52
Oracle Corporation (ORCL) 0.0 $218k 1.1k 194.91
Paccar (PCAR) 0.0 $216k 2.0k 110.91
Ishares Tr Core Msci Eafe (IEFA) 0.0 $215k 2.4k 89.44
Micron Technology (MU) 0.0 $214k 748.00 285.53
Spdr Series Trust State Street Spd (XTN) 0.0 $212k 2.3k 91.35
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $209k 1.7k 123.24
Chevron Corporation (CVX) 0.0 $206k 1.4k 152.42
Vanguard Index Fds Growth Etf (VUG) 0.0 $205k 420.00 487.86
Wells Fargo & Company (WFC) 0.0 $183k 2.0k 93.20
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $175k 1.1k 154.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $169k 1.8k 96.27
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $164k 135.00 1212.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $147k 1.0k 141.00
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.0 $131k 5.6k 23.30
Ea Series Trust Freedom Day (MBOX) 0.0 $128k 3.7k 34.98
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $121k 2.7k 44.71
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $107k 3.5k 30.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $104k 1.6k 65.99
Ishares Tr Msci Eafe Etf (EFA) 0.0 $103k 1.1k 96.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $92k 273.00 335.27
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $91k 662.00 136.87
Select Sector Spdr Tr State Street Con (XLY) 0.0 $90k 754.00 119.41
Ishares Tr Russell 2000 Etf (IWM) 0.0 $80k 323.00 246.16
Ishares Tr U.s. Tech Etf (IYW) 0.0 $77k 386.00 199.68
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $76k 1.4k 54.77
Anavex Life Sciences Corp Com New (AVXL) 0.0 $72k 20k 3.56
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $64k 213.00 301.15
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $62k 294.00 212.07
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $60k 1.0k 59.93
Spdr Series Trust State Street Spd (XHB) 0.0 $57k 555.00 102.96
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $56k 467.00 120.19
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $56k 610.00 91.45
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $52k 1.2k 45.37
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $52k 333.00 155.12
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $45k 408.00 110.15
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $42k 144.00 290.22
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $37k 326.00 113.92
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $33k 725.00 45.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $30k 1.1k 28.48
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $30k 835.00 36.06
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $27k 840.00 31.51
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $25k 325.00 77.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $24k 894.00 26.91
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $23k 130.00 177.37
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $17k 387.00 44.55
Ishares Tr Select Us Reit (ICF) 0.0 $13k 220.00 59.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $11k 54.00 211.80
Longeveron Cl A New (LGVN) 0.0 $11k 22k 0.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $11k 345.00 32.75
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $9.7k 214.00 45.53
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $9.5k 348.00 27.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $7.3k 83.00 88.49
Select Sector Spdr Tr State Street Com (XLC) 0.0 $7.1k 60.00 117.72
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.8k 184.00 20.89
Vanguard Index Fds Small Cp Etf (VB) 0.0 $3.1k 12.00 257.92
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $2.9k 26.00 110.19
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $911.000000 16.00 56.94
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $61.000000 1.00 61.00