Hamilton Point Investment Advisors, LLC
CIK: 0001599746SEC EDGAR →
Portfolio Value
$657.8M
Holdings
189
As of
Q4 2025
New Positions
189
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 64 | $48.3M | 7.34% |
| 2 | VANGUARD CHARLOTTE FDS | 871,392 | $42.1M | 6.40% |
| 3 | APPLE INC | 101,114 | $27.5M | 4.18% |
| 4 | ALPHABET INC | 86,638 | $27.2M | 4.13% |
| 5 | MICROSOFT CORP | 55,612 | $26.9M | 4.09% |
| 6 | EMCOR GROUP INC | 38,867 | $23.8M | 3.61% |
| 7 | AMERICAN EXPRESS CO | 62,749 | $23.2M | 3.53% |
| 8 | RTX CORPORATION | 116,337 | $21.3M | 3.24% |
| 9 | ISHARES GOLD TR | 203,598 | $16.5M | 2.51% |
| 10 | TJX COS INC NEW | 106,437 | $16.3M | 2.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (189)
$48.3M · 64 shares
$42.1M · 871K shares
$27.5M · 101K shares
$27.2M · 87K shares
$26.9M · 56K shares
$23.8M · 39K shares
$23.2M · 63K shares
$21.3M · 116K shares
$16.5M · 204K shares
$16.3M · 106K shares
$14.1M · 138K shares
$11.5M · 25K shares
$11.0M · 34K shares
$10.4M · 40K shares
$9.5M · 30K shares
$9.4M · 29K shares
$9.2M · 18K shares
$9.0M · 108K shares
$8.9M · 33K shares
$8.9M · 39K shares
$8.7M · 20K shares
$8.6M · 25K shares
$8.2M · 102K shares
$8.2M · 39K shares
$8.1M · 105K shares
$8.0M · 27K shares
$7.5M · 40K shares
$7.4M · 94K shares
$7.4M · 66K shares
$7.4M · 29K shares
$7.1M · 16K shares
$6.9M · 114K shares
$6.8M · 38K shares
$6.5M · 24K shares
$6.4M · 18K shares
$6.3M · 157K shares
$6.0M · 48K shares
$6.0M · 91K shares
$5.8M · 28K shares
$5.5M · 48K shares
$5.5M · 28K shares
$5.4M · 5K shares
$5.4M · 51K shares
$5.3M · 24K shares
$5.2M · 23K shares
$5.1M · 113K shares
$5.1M · 133K shares
$5.1M · 124K shares
$4.9M · 7K shares
$4.6M · 48K shares
$4.4M · 13K shares
$4.2M · 34K shares
$3.9M · 158K shares
$3.8M · 21K shares
$3.7M · 21K shares
$3.5M · 31K shares
$3.3M · 41K shares
$3.3M · 51K shares
$3.2M · 100K shares
$3.0M · 29K shares
$2.7M · 5K shares
$2.0M · 4K shares
$1.8M · 3K shares
$1.5M · 5K shares
$1.4M · 53K shares
$1.4M · 6K shares
$1.3M · 1K shares
$1.3M · 6K shares
$1.2M · 10K shares
$1.2M · 12K shares
$1.2M · 5K shares
$1.2M · 3K shares
$1.1M · 5K shares
$1.0M · 9K shares
$996K · 14K shares
$985K · 7K shares
$956K · 5K shares
$937K · 2K shares
$929K · 4K shares
$878K · 6K shares
$854K · 1K shares
$832K · 1K shares
$798K · 3K shares
$780K · 1K shares
$720K · 4K shares
$672K · 2K shares
$667K · 2K shares
$657K · 25K shares
$617K · 1K shares
$599K · 3K shares
$594K · 4K shares
$578K · 768 shares
$558K · 1K shares
$542K · 38K shares
$534K · 2K shares
$532K · 2K shares
$531K · 3K shares
$454K · 269 shares
$431K · 403 shares
$426K · 7K shares
$394K · 457 shares
$390K · 1K shares
$387K · 1K shares
$376K · 2K shares
$363K · 3K shares
$361K · 2K shares
$358K · 1K shares
$347K · 1K shares
$346K · 2K shares
$328K · 6K shares
$323K · 394 shares
$315K · 4K shares
$299K · 524 shares
$296K · 3K shares
$292K · 14K shares
$287K · 817 shares
$274K · 586 shares
$252K · 3K shares
$251K · 7K shares
$251K · 3K shares
$249K · 2K shares
$244K · 4K shares
$242K · 10K shares
$237K · 3K shares
$236K · 2K shares
$229K · 3K shares
$229K · 4K shares
$219K · 102 shares
$218K · 1K shares
$217K · 485 shares
$217K · 1K shares
$217K · 2K shares
$216K · 2K shares
$215K · 2K shares
$213K · 748 shares
$212K · 2K shares
$209K · 2K shares
$205K · 1K shares
$204K · 420 shares
$183K · 2K shares
$174K · 1K shares
$169K · 2K shares
$163K · 135 shares
$146K · 1K shares
$131K · 6K shares
$127K · 4K shares
$121K · 3K shares
$107K · 3K shares
$103K · 1K shares
$103K · 2K shares
$91K · 273 shares
$90K · 662 shares
$90K · 754 shares
$79K · 323 shares
$77K · 386 shares
$76K · 1K shares
$72K · 20K shares
$64K · 213 shares
$62K · 294 shares
$60K · 1K shares
$57K · 555 shares
$56K · 467 shares
$55K · 610 shares
$52K · 1K shares
$51K · 333 shares
$44K · 408 shares
$41K · 144 shares
$37K · 326 shares
$32K · 725 shares
$30K · 1K shares
$30K · 835 shares
$26K · 840 shares
$25K · 325 shares
$24K · 894 shares
$23K · 130 shares
$17K · 387 shares
$13K · 220 shares
$11K · 54 shares
$11K · 22K shares
$11K · 345 shares
$9K · 348 shares
$9K · 214 shares
$7K · 83 shares
$7K · 60 shares
$3K · 12 shares
$3K · 184 shares
$2K · 26 shares
$0 · 1 shares
$0 · 16 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $132.1M | 20.1% |
| Technology | 25 | $128.2M | 19.5% |
| Industrials | 21 | $125.6M | 19.1% |
| Unknown | 10 | $75.9M | 11.5% |
| Healthcare | 16 | $53.0M | 8.1% |
| Consumer Defensive | 10 | $40.0M | 6.1% |
| Communication Services | 5 | $36.1M | 5.5% |
| Consumer Cyclical | 10 | $34.1M | 5.2% |
| Utilities | 5 | $19.0M | 2.9% |
| Basic Materials | 2 | $9.1M | 1.4% |
| Energy | 4 | $4.5M | 0.7% |
| Real Estate | 1 | $292K | 0.0% |