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CIK: 0001599746
Total reported value
$710.2M
$710.2M
147 檔
16.4%
In Q1 2024, Hamilton Point Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $710.2M, distributed across 147 disclosed stock positions.
During Q1 2024, Hamilton Point Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 8.49% | -0.96% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.40% | -0.30% | -2.32% | |
| 3 | EME | Emcor Group Inc | Stock-Industrials | 3.28% | +0.09% | -23.72% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.16% | -2.75% | |
| 5 | AXP | American Express Co | Stock-Financials | 2.85% | +0.06% | -2.59% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.78% | +0.04% | +47.34% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.59% | +0.47% | -1.39% | |
| 8 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.26% | -0.11% | -1.93% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.23% | -0.39% | -2.42% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.06% | -0.36% | -2.08% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.02% | -0.02% | -3.39% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 2.00% | -0.12% | -1.98% | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.93% | +0.05% | -2.80% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.87% | -0.16% | -2.02% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.85% | -0.12% | -3.54% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.77% | +0.11% | -1.72% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.75% | -0.35% | -1.83% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.74% | +0.14% | -37.97% | |
| 19 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.71% | +0.20% | -1.27% | |
| 20 | HUBB | Hubbell Inc | Stock-Industrials | 1.59% | -0.03% | -1.30% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.54% | -0.10% | -1.12% | |
| 22 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.52% | — | — | |
| 23 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.47% | -0.72% | EXIT | |
| 24 | LFUS | Littelfuse Inc | Stock-Tech | 1.42% | +0.35% | -2.07% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 1.40% | +0.26% | -1.24% | |
| 26 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.37% | — | -2.29% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.09% | -5.45% | |
| 28 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.29% | -0.11% | +0.16% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | +0.03% | -1.24% | |
| 30 | MGRC | Mcgrath Rentcorp | Stock-Other | 1.26% | — | -2.08% | |
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 1.23% | -0.13% | -1.57% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.22% | -0.17% | +18.36% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | +0.03% | -2.30% | |
| 34 | FFIV | F5 Inc | Stock-Tech | 1.13% | — | -2.19% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.10% | -0.03% | -3.15% | |
| 36 | WSO | Watsco Inc | Stock-Industrials | 1.09% | +0.02% | -1.42% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.20% | +196.40% | |
| 38 | CMI | Cummins Inc | Stock-Industrials | 1.05% | +0.34% | -1.93% | |
| 39 | UL | Unilever PLC | Stock-Consumer Staples | 1.04% | — | -3.98% | |
| 40 | MAIN | Main Street Capital CORP | Stock-Financials | 1.04% | -0.10% | -0.48% | |
| 41 | POOL | Pool CORP | Stock-Industrials | 1.04% | — | -2.83% | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 1.03% | -0.60% | -1.04% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 1.03% | +0.48% | -0.64% | |
| 44 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.03% | -0.01% | -0.81% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.00% | -0.49% | EXIT | |
| 46 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.00% | — | — | |
| 47 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.90% | -0.11% | +81.65% | |
| 48 | BR | Broadridge Financial Solutio | Stock-Tech | 0.89% | -0.14% | -0.48% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.85% | -0.03% | -5.43% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.11% | -8.39% |
According to official SEC Form 13F filings, Hamilton Point Investment Advisors, LLC reported a total U.S. public equity portfolio value of $710.2M across 147 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, MSFT, EME) accounted for 16.4% of total reported equity market value during Q1 2024.
During Q1 2024, Hamilton Point Investment Advisors, LLC's top holdings by market value included BRK-A (8.5%)、MSFT (4.4%)、EME (3.3%). The largest single position, BRK-A, represented 8.5% of total portfolio value.
In Q1 2024, Hamilton Point Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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