Hamilton Point Investment Advisors, LLC
CIK: 1599746SEC EDGAR →
Portfolio Value
$167.6B
Holdings
185
As of
Q1 2026
New Positions
185
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD CHARLOTTE FDS | 895,635 | $43.0B | 25.68% |
| 2 | ISHARES GOLD TR | 205,299 | $18.1B | 10.80% |
| 3 | CHURCH & DWIGHT CO INC | 106,622 | $9.9B | 5.94% |
| 4 | AMERICAN CENTY ETF TR | 119,980 | $9.7B | 5.77% |
| 5 | NEXTERA ENERGY INC | 101,969 | $9.5B | 5.65% |
| 6 | CISCO SYS INC | 105,022 | $8.1B | 4.86% |
| 7 | COLGATE PALMOLIVE CO | 93,020 | $7.9B | 4.73% |
| 8 | VERIZON COMMUNICATIONS INC | 123,764 | $6.2B | 3.71% |
| 9 | MAIN STR CAP CORP | 113,635 | $6.0B | 3.59% |
| 10 | ESSENTIAL UTILS INC | 132,090 | $5.3B | 3.17% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $69.9B | 41.7% |
| Consumer Defensive | 10 | $25.6B | 15.3% |
| Utilities | 5 | $19.5B | 11.7% |
| Unknown | 8 | $18.4B | 11.0% |
| Healthcare | 16 | $9.1B | 5.4% |
| Technology | 25 | $9.0B | 5.4% |
| Communication Services | 5 | $5.2B | 3.1% |
| Basic Materials | 3 | $4.0B | 2.4% |
| Consumer Cyclical | 9 | $3.4B | 2.0% |
| Industrials | 22 | $3.0B | 1.8% |
| Real Estate | 1 | $278.9M | 0.2% |
| Energy | 5 | $217.0M | 0.1% |