Hamilton Point Investment Advisors

Hamilton Point Investment Advisors as of March 31, 2026

Portfolio Holdings for Hamilton Point Investment Advisors

Hamilton Point Investment Advisors holds 185 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 7.0 $45M 63.00 718140.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.6 $43M 896k 48.05
Apple (AAPL) 3.9 $26M 101k 253.79
Alphabet Cap Stk Cl C (GOOG) 3.8 $25M 86k 286.86
Emcor (EME) 3.5 $22M 30k 738.30
Raytheon Technologies Corp (RTX) 3.4 $22M 116k 192.90
Microsoft Corporation (MSFT) 3.2 $21M 56k 370.17
American Express Company (AXP) 2.9 $19M 62k 302.48
Ishares Gold Tr Ishares New (IAU) 2.8 $18M 205k 88.16
TJX Companies (TJX) 2.6 $17M 106k 159.70
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.4 $16M 140k 110.47
Deere & Company (DE) 2.1 $14M 24k 564.93
Amgen (AMGN) 1.8 $12M 34k 351.85
Eaton Corp SHS (ETN) 1.6 $11M 29k 357.67
Johnson & Johnson (JNJ) 1.6 $10M 42k 244.44
Church & Dwight (CHD) 1.5 $9.9M 107k 93.32
Littelfuse (LFUS) 1.5 $9.8M 29k 339.36
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.5 $9.7M 120k 80.58
Cummins (CMI) 1.5 $9.6M 18k 538.01
Nextera Energy (NEE) 1.5 $9.5M 102k 92.88
Hubbell (HUBB) 1.5 $9.5M 19k 490.73
JPMorgan Chase & Co. (JPM) 1.3 $8.5M 29k 294.15
Automatic Data Processing (ADP) 1.3 $8.2M 40k 204.88
Cisco Systems (CSCO) 1.3 $8.1M 105k 77.59
Wal-Mart Stores (WMT) 1.2 $8.1M 65k 124.53
Colgate-Palmolive Company (CL) 1.2 $7.9M 93k 85.23
Dell Technologies CL C (DELL) 1.2 $7.9M 48k 164.13
Arthur J. Gallagher & Co. (AJG) 1.1 $7.4M 34k 216.58
Visa Com Cl A (V) 1.1 $7.4M 24k 302.24
Danaher Corporation (DHR) 1.1 $7.3M 39k 190.00
Williams-Sonoma (WSM) 1.1 $7.0M 38k 182.33
NVIDIA Corporation (NVDA) 1.0 $6.8M 39k 174.41
International Business Machines (IBM) 1.0 $6.5M 27k 242.39
salesforce (CRM) 1.0 $6.2M 34k 186.67
Verizon Communications (VZ) 1.0 $6.2M 124k 50.20
Main Street Capital Corporation (MAIN) 0.9 $6.0M 114k 52.96
Eagle Materials (EXP) 0.9 $5.8M 31k 189.70
Roper Industries (ROP) 0.9 $5.7M 16k 353.87
McGrath Rent (MGRC) 0.9 $5.6M 51k 110.28
Waste Management (WM) 0.9 $5.6M 24k 229.79
Essential Utils (WTRG) 0.8 $5.3M 132k 40.27
Accenture Plc Ireland Shs Class A (ACN) 0.8 $5.3M 27k 198.29
Unilever Spon Adr New (UL) 0.8 $5.2M 91k 57.53
Relx Sponsored Adr (RELX) 0.8 $5.2M 157k 33.15
Pfizer (PFE) 0.7 $4.7M 169k 28.08
Watsco, Incorporated (WSO) 0.7 $4.7M 13k 363.79
Becton, Dickinson and (BDX) 0.7 $4.7M 30k 157.23
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $4.6M 7.1k 652.11
Eli Lilly & Co. (LLY) 0.7 $4.5M 4.9k 919.85
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.7 $4.5M 113k 39.52
Adobe Systems Incorporated (ADBE) 0.7 $4.4M 18k 243.08
Hershey Company (HSY) 0.7 $4.3M 21k 207.89
Medtronic SHS (MDT) 0.6 $4.2M 48k 87.36
EOG Resources (EOG) 0.6 $4.1M 28k 144.57
Texas Instruments Incorporated (TXN) 0.6 $4.1M 21k 194.14
Rio Tinto Sponsored Adr (RIO) 0.6 $3.9M 41k 95.84
Broadridge Financial Solutions (BR) 0.6 $3.8M 23k 163.45
Genuine Parts Company (GPC) 0.5 $3.6M 33k 106.81
Nike CL B (NKE) 0.5 $3.2M 60k 53.23
Paychex (PAYX) 0.4 $2.9M 31k 92.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.8M 5.9k 479.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.6M 2.8k 597.55
S&p Global (SPGI) 0.2 $1.6M 3.8k 425.34
Exxon Mobil Corporation (XOM) 0.2 $1.4M 8.5k 169.66
Merck & Co (MRK) 0.2 $1.4M 12k 121.14
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.4M 4.9k 287.56
Vital Farms (VITL) 0.2 $1.4M 100k 14.12
W.W. Grainger (GWW) 0.2 $1.4M 1.3k 1090.81
Abbvie (ABBV) 0.2 $1.3M 6.2k 217.49
Trust For Professional Man Jensen Quality (JGRW) 0.2 $1.3M 54k 24.31
Union Pacific Corporation (UNP) 0.2 $1.3M 5.3k 242.62
Advanced Micro Devices (AMD) 0.2 $1.2M 5.7k 203.43
Coca-Cola Company (KO) 0.2 $1.1M 14k 76.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 2.5k 426.40
Pepsi (PEP) 0.2 $1.0M 6.7k 155.29
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.0M 2.4k 430.29
Amazon (AMZN) 0.2 $1.0M 4.9k 208.25
Abbott Laboratories (ABT) 0.2 $1.0M 9.9k 102.67
Lowe's Companies (LOW) 0.1 $895k 3.8k 236.28
Marsh & McLennan Companies (MRSH) 0.1 $891k 5.1k 173.47
Procter & Gamble Company (PG) 0.1 $876k 6.1k 144.45
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $862k 2.2k 392.50
Illinois Tool Works (ITW) 0.1 $833k 3.2k 261.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $803k 1.4k 577.18
Ishares Tr Core S&p500 Etf (IVV) 0.1 $794k 1.2k 653.21
Vanguard Index Fds Value Etf (VTV) 0.1 $740k 3.8k 196.20
Lockheed Martin Corporation (LMT) 0.1 $685k 1.1k 604.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $629k 25k 25.10
Meta Platforms Cl A (META) 0.1 $616k 1.1k 572.25
Philip Morris International (PM) 0.1 $613k 3.7k 166.81
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $586k 2.7k 215.06
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $544k 2.5k 213.67
Vanguard World Inf Tech Etf (VGT) 0.1 $536k 768.00 697.72
McDonald's Corporation (MCD) 0.1 $535k 1.7k 310.79
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $527k 399.00 1319.96
Tyler Technologies (TYL) 0.1 $492k 1.4k 342.38
Corning Incorporated (GLW) 0.1 $491k 3.6k 135.97
Pathfinder Ban (PBHC) 0.1 $490k 38k 12.76
Broadcom (AVGO) 0.1 $484k 1.6k 309.48
Costco Wholesale Corporation (COST) 0.1 $456k 457.00 997.49
Microchip Technology (MCHP) 0.1 $433k 6.7k 64.61
Lam Research Corp Com New (LRCX) 0.1 $432k 2.0k 213.92
Honeywell International (HON) 0.1 $418k 1.9k 226.03
General Dynamics Corporation (GD) 0.1 $398k 1.2k 343.22
UnitedHealth (UNH) 0.1 $394k 1.5k 270.63
Home Depot (HD) 0.1 $366k 1.1k 328.83
Emerson Electric (EMR) 0.1 $359k 2.7k 131.02
3M Company (MMM) 0.1 $341k 2.4k 145.23
Cigna Corp (CI) 0.1 $336k 1.3k 266.75
McKesson Corporation (MCK) 0.1 $336k 388.00 866.19
Duke Energy Corp Com New (DUK) 0.1 $332k 2.5k 130.93
ConocoPhillips (COP) 0.0 $316k 2.4k 132.00
Intel Corporation (INTC) 0.0 $300k 6.8k 44.13
Bank of America Corporation (BAC) 0.0 $292k 6.0k 48.75
Fair Isaac Corporation (FICO) 0.0 $287k 269.00 1067.54
Chevron Corporation (CVX) 0.0 $279k 1.3k 206.95
Rayonier (RYN) 0.0 $279k 14k 20.62
Southern Company (SO) 0.0 $278k 2.9k 96.52
Capital One Financial (COF) 0.0 $270k 1.5k 182.43
Stryker Corporation (SYK) 0.0 $266k 807.00 329.40
Mastercard Incorporated Cl A (MA) 0.0 $262k 524.00 499.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $258k 3.3k 77.11
Micron Technology (MU) 0.0 $253k 748.00 337.99
Applied Materials (AMAT) 0.0 $253k 739.00 341.79
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $249k 10k 24.75
Quanta Services (PWR) 0.0 $237k 431.00 549.02
O'reilly Automotive (ORLY) 0.0 $233k 2.5k 92.31
Metropcs Communications (TMUS) 0.0 $225k 1.1k 210.03
Paccar (PCAR) 0.0 $225k 2.0k 115.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $224k 3.5k 64.08
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $221k 1.7k 132.90
Spdr Series Trust State Street Spd (XTN) 0.0 $216k 2.3k 92.98
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $214k 632.00 338.82
Newmont Mining Corporation (NEM) 0.0 $213k 2.0k 108.24
Oneok (OKE) 0.0 $211k 2.3k 90.39
Ishares Tr Core Msci Eafe (IEFA) 0.0 $210k 2.3k 90.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $203k 1.4k 148.10
Vanguard Index Fds Growth Etf (VUG) 0.0 $184k 420.00 436.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $171k 1.8k 97.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $169k 1.5k 113.11
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $165k 1.1k 146.61
Wells Fargo & Company (WFC) 0.0 $157k 2.0k 79.61
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.0 $156k 135.00 1155.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $151k 1.0k 145.69
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $147k 2.4k 61.26
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $105k 3.5k 30.32
Ishares Tr Msci Eafe Etf (EFA) 0.0 $104k 1.1k 97.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $90k 1.3k 67.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $85k 662.00 128.05
Select Sector Spdr Tr State Street Con (XLY) 0.0 $82k 754.00 108.98
Ishares Tr Russell 2000 Etf (IWM) 0.0 $75k 304.00 248.00
Ishares Tr U.s. Tech Etf (IYW) 0.0 $70k 386.00 181.42
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $70k 213.00 328.66
Anavex Life Sciences Corp Com New (AVXL) 0.0 $62k 20k 3.07
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $62k 294.00 211.15
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $62k 1.3k 49.37
Spdr Series Trust State Street Spd (XHB) 0.0 $55k 555.00 98.72
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $54k 610.00 88.46
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $54k 333.00 161.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $54k 167.00 320.81
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $46k 370.00 124.31
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $45k 408.00 110.39
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $45k 900.00 49.97
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $41k 144.00 287.18
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $36k 326.00 111.37
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $36k 725.00 48.93
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $32k 835.00 38.26
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $31k 1.1k 29.08
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $27k 1.1k 24.91
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $27k 840.00 32.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $26k 325.00 78.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $24k 130.00 184.28
Longeveron Cl A New (LGVN) 0.0 $23k 22k 1.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $23k 894.00 25.64
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $18k 387.00 46.36
Ishares Tr Select Us Reit (ICF) 0.0 $14k 220.00 61.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $12k 54.00 217.26
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $11k 345.00 32.95
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $10k 214.00 46.74
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $9.7k 348.00 27.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $7.4k 83.00 88.70
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $4.0k 184.00 21.49
Vanguard Index Fds Small Cp Etf (VB) 0.0 $3.1k 12.00 261.92
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $947.000000 16.00 59.19
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $62.000000 1.00 62.00