Hamilton Point Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$649.3M
Q ending 2026-03-31
Prior quarter
$657.8M
Q ending 2025-12-31
Change
-1.3% QoQ · +16.8% YoY
Positions
186
reported holdings
Largest positions
Top 100 of 186 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/A | Shares | $45.2M | 63 |
| Vanguard Charlotte Fds | BNDX | Shares | $43.0M | 896K |
| Apple Inc | AAPL | Shares | $25.5M | 101K |
| Alphabet Inc | GOOG | Shares | $24.7M | 86K |
| Emcor Group Inc | EME | Shares | $22.4M | 30K |
| Rtx Corporation | RTX | Shares | $22.4M | 116K |
| Microsoft Corp | MSFT | Shares | $20.5M | 55K |
| American Express Co | AXP | Shares | $18.8M | 62K |
| Ishares Gold Tr | IAU | Shares | $18.1M | 205K |
| Tjx Cos Inc New | TJX | Shares | $16.9M | 106K |
| American Centy Etf Tr | AVUV | Shares | $15.5M | 140K |
| Deere & Co | DE | Shares | $13.7M | 24K |
| Amgen Inc | AMGN | Shares | $11.8M | 33K |
| Eaton Corp Plc | Shares | $10.5M | 29K | |
| Johnson & Johnson | JNJ | Shares | $10.3M | 42K |
| Church & Dwight Co Inc | CHD | Shares | $9.9M | 107K |
| Littelfuse Inc | LFUS | Shares | $9.8M | 29K |
| American Centy Etf Tr | AVEM | Shares | $9.7M | 120K |
| Cummins Inc | CMI | Shares | $9.6M | 18K |
| Nextera Energy Inc | NEE | Shares | $9.5M | 102K |
| Hubbell Inc | HUBB | Shares | $9.5M | 19K |
| Jpmorgan Chase & Co | JPM | Shares | $8.5M | 29K |
| Automatic Data Processing In | ADP | Shares | $8.2M | 40K |
| Cisco Sys Inc | CSCO | Shares | $8.1M | 105K |
| Walmart Inc | WMT | Shares | $8.1M | 65K |
| Colgate Palmolive Co | CL | Shares | $7.9M | 93K |
| Dell Technologies Inc | DELL | Shares | $7.9M | 48K |
| Gallagher Arthur J & Co | AJG | Shares | $7.4M | 34K |
| Visa Inc | V | Shares | $7.4M | 24K |
| Danaher Corp Del | DHR | Shares | $7.3M | 39K |
| Williams Sonoma Inc | WSM | Shares | $7.0M | 38K |
| Nvidia Corporation | NVDA | Shares | $6.8M | 39K |
| International Business Machs | IBM | Shares | $6.5M | 27K |
| Salesforce Inc | CRM | Shares | $6.2M | 33K |
| Verizon Communications Inc | VZ | Shares | $6.2M | 124K |
| Main Str Cap Corp | MAIN | Shares | $6.0M | 114K |
| Eagle Matls Inc | EXP | Shares | $5.8M | 31K |
| Roper Technologies Inc | ROP | Shares | $5.7M | 16K |
| Mcgrath Rentcorp | MGRC | Shares | $5.6M | 51K |
| Waste Mgmt Inc Del | WM | Shares | $5.6M | 24K |
| Essential Utils Inc | WTRG | Shares | $5.3M | 132K |
| Accenture Plc Ireland | Shares | $5.3M | 27K | |
| Unilever Plc | UL | Shares | $5.2M | 91K |
| Relx Plc | RELX | Shares | $5.2M | 157K |
| Pfizer Inc | PFE | Shares | $4.7M | 169K |
| Watsco Inc | WSO | Shares | $4.7M | 13K |
| Becton Dickinson & Co | BDX | Shares | $4.7M | 30K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.6M | 7K |
| Eli Lilly & Co | LLY | Shares | $4.5M | 5K |
| Brookfield Infrastructure Co | BIPC | Shares | $4.5M | 113K |
| Adobe Inc | ADBE | Shares | $4.4M | 18K |
| Hershey Co | HSY | Shares | $4.3M | 21K |
| Medtronic Plc | Shares | $4.2M | 48K | |
| Eog Res Inc | EOG | Shares | $4.1M | 28K |
| Texas Instrs Inc | TXN | Shares | $4.1M | 21K |
| Rio Tinto Plc | RIO | Shares | $3.9M | 41K |
| Broadridge Finl Solutions In | BR | Shares | $3.8M | 23K |
| Genuine Parts Co | GPC | Shares | $3.6M | 33K |
| Nike Inc | NKE | Shares | $3.2M | 59K |
| Paychex Inc | PAYX | Shares | $2.9M | 31K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.8M | 6K |
| Vanguard Index Fds | VOO | Shares | $1.6M | 3K |
| S&P Global Inc | SPGI | Shares | $1.6M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.4M | 9K |
| Merck & Co Inc | MRK | Shares | $1.4M | 12K |
| Alphabet Inc | GOOGL | Shares | $1.4M | 5K |
| Vital Farms Inc | VITL | Shares | $1.4M | 100K |
| Ww Grainger Inc | GWW | Shares | $1.4M | 1K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| Trust For Professional Manag | JGRW | Shares | $1.3M | 54K |
| Union Pac Corp | UNP | Shares | $1.3M | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $1.2M | 6K |
| Coca Cola Co | KO | Shares | $1.1M | 14K |
| Ishares Tr | IWF | Shares | $1.1M | 3K |
| Pepsico Inc | PEP | Shares | $1.0M | 7K |
| Amazon Com Inc | AMZN | Shares | $1.0M | 5K |
| Abbott Laboratories | ABT | Shares | $1.0M | 10K |
| Lowes Cos Inc | LOW | Shares | $895K | 4K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $891K | 5K |
| Spdr Gold Tr | GLD | Shares | $889K | 2K |
| Procter & Gamble Co | PG | Shares | $876K | 6K |
| Seagate Technology Hldngs Pl | Shares | $862K | 2K | |
| Illinois Tool Wks Inc | ITW | Shares | $833K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $803K | 1K |
| Ishares Tr | IVV | Shares | $794K | 1K |
| Vanguard Index Fds | VTV | Shares | $740K | 4K |
| Lockheed Martin Corp | LMT | Shares | $685K | 1K |
| Schwab Strategic Tr | SCHB | Shares | $629K | 25K |
| Meta Platforms Inc | META | Shares | $616K | 1K |
| Philip Morris Intl Inc | PM | Shares | $613K | 4K |
| Vanguard Specialized Funds | VIG | Shares | $586K | 3K |
| Ishares Tr | IWD | Shares | $544K | 3K |
| Vanguard World Fd | VGT | Shares | $536K | 768 |
| Mcdonalds Corp | MCD | Shares | $535K | 2K |
| Asml Hldg Nv | Shares | $527K | 399 | |
| Tyler Technologies Inc | TYL | Shares | $492K | 1K |
| Corning Inc | GLW | Shares | $490K | 4K |
| Pathfinder Bancorp Inc Md | PBHC | Shares | $490K | 38K |
| Broadcom Inc | AVGO | Shares | $484K | 2K |
| Costco Wholesale Corporation | COST | Shares | $456K | 457 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.