Hamilton Point Investment Advisors, LLC
CIK: 0001599746SEC EDGAR →
Portfolio Value
$570K
Holdings
189
As of
Q4 2025
New Positions
189
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD CHARLOTTE FDS | 871,392 | $42K | 7.39% |
| 2 | APPLE INC | 101,114 | $27K | 4.83% |
| 3 | ALPHABET INC | 86,638 | $27K | 4.77% |
| 4 | MICROSOFT CORP | 55,612 | $27K | 4.72% |
| 5 | AMERICAN EXPRESS CO | 62,749 | $23K | 4.08% |
| 6 | RTX CORPORATION | 116,337 | $21K | 3.75% |
| 7 | ISHARES GOLD TR | 203,598 | $17K | 2.90% |
| 8 | TJX COS INC NEW | 106,437 | $16K | 2.87% |
| 9 | AMERICAN CENTY ETF TR | 138,486 | $14K | 2.48% |
| 10 | DEERE & CO | 24,612 | $11K | 2.02% |
Quarterly Changes
New Positions (189)
$42K · 871K shares
$27K · 101K shares
$27K · 87K shares
$27K · 56K shares
$23K · 63K shares
$21K · 116K shares
$17K · 204K shares
$16K · 106K shares
$14K · 138K shares
$11K · 25K shares
$11K · 34K shares
$11K · 22K shares
$10K · 40K shares
$9K · 30K shares
$9K · 29K shares
$9K · 108K shares
$9K · 33K shares
$9K · 39K shares
$9K · 20K shares
$9K · 25K shares
$8K · 102K shares
$8K · 39K shares
$8K · 105K shares
$8K · 27K shares
$8K · 40K shares
$7K · 94K shares
$7K · 66K shares
$7K · 29K shares
$7K · 16K shares
$7K · 114K shares
$7K · 38K shares
$6K · 24K shares
$6K · 18K shares
$6K · 157K shares
$6K · 48K shares
$6K · 91K shares
$6K · 28K shares
$5K · 48K shares
$5K · 28K shares
$5K · 51K shares
$5K · 24K shares
$5K · 23K shares
$5K · 113K shares
$5K · 133K shares
$5K · 124K shares
$5K · 48K shares
$4K · 13K shares
$4K · 34K shares
$4K · 158K shares
$4K · 21K shares
$4K · 21K shares
$3K · 31K shares
$3K · 41K shares
$3K · 51K shares
$3K · 100K shares
$3K · 29K shares
$2K · 5K shares
$1K · 53K shares
$1K · 6K shares
$1K · 6K shares
$1K · 10K shares
$1K · 12K shares
$1K · 5K shares
$1K · 3K shares
$1K · 5K shares
$1K · 9K shares
$996 · 14K shares
$985 · 7K shares
$956 · 5K shares
$937 · 2K shares
$929 · 4K shares
$878 · 6K shares
$854 · 1K shares
$832 · 1K shares
$798 · 3K shares
$780 · 1K shares
$720 · 4K shares
$672 · 2K shares
$667 · 2K shares
$657 · 25K shares
$617 · 1K shares
$599 · 3K shares
$594 · 4K shares
$578 · 768 shares
$558 · 1K shares
$542 · 38K shares
$534 · 2K shares
$532 · 2K shares
$531 · 3K shares
$454 · 269 shares
$431 · 403 shares
$426 · 7K shares
$394 · 457 shares
$390 · 1K shares
$387 · 1K shares
$376 · 2K shares
$363 · 3K shares
$361 · 2K shares
$358 · 1K shares
$347 · 1K shares
$346 · 2K shares
$328 · 6K shares
$323 · 394 shares
$315 · 4K shares
$299 · 524 shares
$296 · 3K shares
$292 · 14K shares
$287 · 817 shares
$274 · 586 shares
$252 · 3K shares
$251 · 3K shares
$251 · 7K shares
$249 · 2K shares
$244 · 4K shares
$242 · 10K shares
$237 · 3K shares
$236 · 2K shares
$229 · 3K shares
$229 · 4K shares
$219 · 102 shares
$218 · 1K shares
$217 · 1K shares
$217 · 485 shares
$217 · 2K shares
$216 · 2K shares
$215 · 2K shares
$213 · 748 shares
$212 · 2K shares
$209 · 2K shares
$205 · 1K shares
$204 · 420 shares
$183 · 2K shares
$174 · 1K shares
$169 · 2K shares
$163 · 135 shares
$146 · 1K shares
$131 · 6K shares
$127 · 4K shares
$121 · 3K shares
$107 · 3K shares
$103 · 1K shares
$103 · 2K shares
$91 · 273 shares
$90 · 754 shares
$90 · 662 shares
$79 · 323 shares
$77 · 386 shares
$76 · 1K shares
$72 · 20K shares
$64 · 213 shares
$62 · 294 shares
$60 · 1K shares
$57 · 555 shares
$56 · 467 shares
$55 · 610 shares
$52 · 1K shares
$51 · 333 shares
$48 · 64 shares
$44 · 408 shares
$41 · 144 shares
$37 · 326 shares
$32 · 725 shares
$30 · 1K shares
$30 · 835 shares
$26 · 840 shares
$25 · 325 shares
$24 · 894 shares
$23 · 39K shares
$23 · 130 shares
$17 · 387 shares
$13 · 220 shares
$11 · 54 shares
$11 · 345 shares
$9 · 348 shares
$9 · 214 shares
$9 · 18K shares
$7 · 60 shares
$7 · 83 shares
$5 · 5K shares
$4 · 7K shares
$3 · 12 shares
$3 · 184 shares
$2 · 26 shares
$2 · 5K shares
$1 · 4K shares
$1 · 1K shares
$1 · 3K shares
$0 · 16 shares
$0 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 25 | $128K | 22.5% |
| Financial Services | 80 | $124K | 21.7% |
| Industrials | 21 | $91K | 16.0% |
| Healthcare | 16 | $59K | 10.3% |
| Consumer Defensive | 10 | $40K | 7.0% |
| Communication Services | 5 | $36K | 6.3% |
| Consumer Cyclical | 10 | $34K | 6.0% |
| Unknown | 10 | $25K | 4.4% |
| Utilities | 5 | $19K | 3.3% |
| Basic Materials | 2 | $9K | 1.6% |
| Energy | 4 | $4K | 0.8% |
| Real Estate | 1 | $292 | 0.1% |