Hamilton Point Investment Advisors, LLC 13F Holdings

CIK 0001599746 · Chapel Hill, NC

As of Sep 30, 2025, Hamilton Point Investment Advisors, LLC reported 162 positions worth $640.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK.AFinancial Services69$52.0M8.12%
VANGUARD CHARLOTTE FUNDSBNDX—829,334$41.0M6.40%
MICROSOFT CORPMSFTTechnology53,121$27.5M4.29%
APPLE INCAAPLTechnology99,975$25.5M3.97%
EMCOR GROUP INCEMEIndustrials38,660$25.1M3.92%
ALPHABET INCGOOGEquity86,183$21.0M3.28%
AMERICAN EXPRESS COAXPFinancial Services62,993$20.9M3.27%
RTX CORPRTXEquity116,589 9.5M3.05%
TJX COMPANIES INCTJXConsumer Cyclical106,344 5.4M2.40%
ISHARES GOLD TRUSTIAU—200,010 4.6M2.27%
AVANTIS US SMALL CAP VALUE ETFAVUV—134,804 3.4M2.09%
AUTOMATIC DATA PROCESSING INCADPIndustrials39,536 1.7M1.82%
DEERE & CODEIndustrials24,440 1.2M1.75%
EATON CORP PLCETNIndustrials29,528 1.1M1.72%
AMGEN INCAMGNHealthcare33,790$9.5M1.49%
CHURCH & DWIGHT CO INCCHDConsumer Defensive107,875$9.5M1.48%
F5 INCFFIVTechnology29,231$9.4M1.47%
JPMORGAN CHASE & COJPMFinancial Services28,864$9.1M1.42%
HUBBELL INCHUBBIndustrials19,417$8.4M1.30%
VISA INC-CLASS A SHARESVFinancial Services24,465$8.4M1.30%
NICE LTDNICETechnology57,170$8.3M1.29%
SALESFORCE INCCRMTechnology33,390$7.9M1.24%
NEXTERA ENERGY INCNEEUtilities102,037$7.7M1.20%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology27,225$7.7M1.20%
DANAHER CORPDHRHealthcare38,676$7.7M1.20%