Hamilton Point Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1599746 · latest 13F-HR filed 2026-05-06
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$649.3M
Long-equity book
Holdings
186
Distinct positions
Period
2026-03-31
Filed 2026-05-06
Q/Q Activity
+8 / −12 / ↑44 / ↓67
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LITTELFUSE INC$2.5M +33.3%
- DEERE & CO$2.2M +19.4%
- JOHNSON & JOHNSON$2.1M +26.1%
- DELL TECHNOLOGIES INC$1.8M +30.7%
- ISHARES GOLD TR$1.6M +9.5%
Top Trims
- MICROSOFT CORP-$6.4M -23.6%
- AMERICAN EXPRESS CO-$4.4M -19.1%
- BERKSHIRE HATHAWAY INC DEL-$3.1M -6.3%
- SALESFORCE INC-$2.6M -29.5%
- ALPHABET INC-$2.5M -9.2%
New Positions
- AMERICAN CENTY ETF TR$9.7M
- GALLAGHER ARTHUR J & CO$7.4M
- APPLIED MATLS INC$252.6K
- QUANTA SVCS INC$236.6K
- TAIWAN SEMICONDUCTOR MANUFAC$214.1K
Exited Positions
- NICE LTD$5.5M
- CROWDSTRIKE HLDGS INC$274.7K
- PROFESIONALLY MANAGED PORTFO$244.5K
- MARKEL GROUP INC$219.3K
- TESLA INC$218.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $45.2M | 6.97% | 63 | SH |
| 2 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $43.0M | 6.63% | 895,635 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $25.5M | 3.93% | 100,630 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $24.7M | 3.80% | 86,077 | SH |
| 5 | EMCOR GROUP INC | EME | 29084Q100 | $22.4M | 3.46% | 30,399 | SH |
| 6 | RTX CORPORATION | RTX | 75513E101 | $22.4M | 3.44% | 115,885 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $20.5M | 3.16% | 55,491 | SH |
| 8 | AMERICAN EXPRESS CO | AXP | 025816109 | $18.8M | 2.89% | 62,092 | SH |
| 9 | ISHARES GOLD TR | IAU | 464285204 | $18.1M | 2.79% | 205,299 | SH |
| 10 | TJX COS INC NEW | TJX | 872540109 | $16.9M | 2.60% | 105,713 | SH |
| 11 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $15.5M | 2.38% | 140,111 | SH |
| 12 | DEERE & CO | DE | 244199105 | $13.7M | 2.11% | 24,307 | SH |
| 13 | AMGEN INC | AMGN | 031162100 | $11.8M | 1.81% | 33,465 | SH |
| 14 | EATON CORP PLC | ETN | G29183103 | $10.5M | 1.62% | 29,387 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $10.3M | 1.59% | 42,147 | SH |
| 16 | CHURCH & DWIGHT CO INC | CHD | 171340102 | $9.9M | 1.53% | 106,622 | SH |
| 17 | LITTELFUSE INC | LFUS | 537008104 | $9.8M | 1.51% | 28,975 | SH |
| 18 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $9.7M | 1.49% | 119,980 | SH |
| 19 | CUMMINS INC | CMI | 231021106 | $9.6M | 1.48% | 17,801 | SH |
| 20 | NEXTERA ENERGY INC | NEE | 65339F101 | $9.5M | 1.46% | 101,969 | SH |
| 21 | HUBBELL INC | HUBB | 443510607 | $9.5M | 1.46% | 19,285 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.5M | 1.31% | 28,983 | SH |
| 23 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $8.2M | 1.26% | 39,895 | SH |
| 24 | CISCO SYS INC | CSCO | 17275R102 | $8.1M | 1.26% | 105,022 | SH |
| 25 | WALMART INC | WMT | 931142103 | $8.1M | 1.24% | 64,778 | SH |
| 26 | COLGATE PALMOLIVE CO | CL | 194162103 | $7.9M | 1.22% | 93,020 | SH |
| 27 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $7.9M | 1.21% | 47,895 | SH |
| 28 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $7.4M | 1.14% | 34,294 | SH |
| 29 | VISA INC | V | 92826C839 | $7.4M | 1.14% | 24,391 | SH |
| 30 | DANAHER CORP DEL | DHR | 235851102 | $7.3M | 1.13% | 38,561 | SH |
| 31 | WILLIAMS SONOMA INC | WSM | 969904101 | $7.0M | 1.07% | 38,136 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.8M | 1.04% | 38,761 | SH |
| 33 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $6.5M | 1.00% | 26,847 | SH |
| 34 | SALESFORCE INC | CRM | 79466L302 | $6.2M | 0.96% | 33,471 | SH |
| 35 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $6.2M | 0.96% | 123,764 | SH |
| 36 | MAIN STR CAP CORP | MAIN | 56035L104 | $6.0M | 0.93% | 113,635 | SH |
| 37 | EAGLE MATLS INC | EXP | 26969P108 | $5.8M | 0.90% | 30,647 | SH |
| 38 | ROPER TECHNOLOGIES INC | ROP | 776696106 | $5.7M | 0.88% | 16,086 | SH |
| 39 | MCGRATH RENTCORP | MGRC | 580589109 | $5.6M | 0.86% | 50,857 | SH |
| 40 | WASTE MGMT INC DEL | WM | 94106L109 | $5.6M | 0.86% | 24,210 | SH |
| 41 | ESSENTIAL UTILS INC | WTRG | 29670G102 | $5.3M | 0.82% | 132,090 | SH |
| 42 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $5.3M | 0.81% | 26,532 | SH |
| 43 | UNILEVER PLC | UL | 904767803 | $5.2M | 0.80% | 90,755 | SH |
| 44 | RELX PLC | RELX | 759530108 | $5.2M | 0.80% | 156,567 | SH |
| 45 | PFIZER INC | PFE | 717081103 | $4.7M | 0.73% | 168,670 | SH |
| 46 | WATSCO INC | WSO | 942622200 | $4.7M | 0.73% | 12,951 | SH |
| 47 | BECTON DICKINSON & CO | BDX | 075887109 | $4.7M | 0.72% | 29,753 | SH |
| 48 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.6M | 0.71% | 7,109 | SH |
| 49 | ELI LILLY & CO | LLY | 532457108 | $4.5M | 0.70% | 4,945 | SH |
| 50 | BROOKFIELD INFRASTRUCTURE CO | BIPC | 11276H106 | $4.5M | 0.69% | 113,359 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $649.3M | 186 | 0001398344-26-008553 |
| 2025-12-31 | 2026-02-12 | $657.8M | 190 | 0001398344-26-002895 |