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CIK: 0001599746
Total reported value
$710.2M
$710.2M
157 檔
18.9%
At the close of Q3 2024, Hamilton Point Investment Advisors, LLC disclosed equity holdings valued at approximately $710.2M, spread across 157 reported holdings.
During Q3 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 | 8.55% | -0.96% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.18% | -0.30% | -0.52% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.10% | +0.16% | -0.10% | |
| 4 | EME | Emcor Group Inc | Stock-Industrials | 3.78% | +0.09% | -1.05% | |
| 5 | AXP | American Express Co | Stock-Financials | 3.14% | +0.06% | -0.93% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.82% | +0.04% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | +0.47% | -0.46% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.56% | -0.39% | -1.19% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.23% | -0.36% | -0.19% | |
| 10 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.09% | -0.11% | -1.08% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.05% | -0.02% | -1.75% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 2.04% | -0.12% | -1.43% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.97% | -0.12% | +1.05% | |
| 14 | DE | Deere & Co | Stock-Industrials | 1.84% | +0.05% | -0.78% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 1.82% | -0.16% | +2.05% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.73% | +0.11% | -0.71% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.72% | +0.14% | -0.59% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.65% | -0.35% | -1.23% | |
| 19 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.56% | +0.20% | +98.93% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 1.52% | +0.26% | -0.85% | |
| 21 | HUBB | Hubbell Inc | Stock-Industrials | 1.51% | -0.03% | -1.16% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 1.50% | -0.17% | -0.65% | |
| 23 | LFUS | Littelfuse Inc | Stock-Tech | 1.46% | +0.35% | +1.19% | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 1.38% | -0.10% | -1.02% | |
| 25 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.34% | -0.72% | EXIT | |
| 26 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.30% | -0.11% | -1.25% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.30% | -0.20% | -0.79% | |
| 28 | UL | Unilever PLC | Stock-Consumer Staples | 1.23% | — | -1.42% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | +0.03% | +1.55% | |
| 30 | FFIV | F5 Inc | Stock-Tech | 1.22% | — | -1.22% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.09% | -1.17% | |
| 32 | WSO | Watsco Inc | Stock-Industrials | 1.15% | +0.02% | -1.27% | |
| 33 | ROP | Roper Technologies Inc | Stock-Tech | 1.13% | -0.13% | -0.76% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 1.13% | -0.60% | -2.11% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.03% | -1.26% | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 1.06% | +0.34% | -1.93% | |
| 37 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.04% | — | -0.48% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | +0.06% | +67.75% | |
| 39 | MAIN | Main Street Capital CORP | Stock-Financials | 1.02% | -0.10% | -0.85% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.48% | -0.65% | |
| 41 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.99% | — | -2.21% | |
| 42 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.99% | — | -1.64% | |
| 43 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.98% | — | +0.40% | |
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.90% | -0.03% | -0.48% | |
| 45 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.88% | -0.11% | -0.38% | |
| 46 | BR | Broadridge Financial Solutio | Stock-Tech | 0.87% | -0.14% | -0.59% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.86% | -0.49% | EXIT | |
| 48 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.85% | -0.01% | -0.85% | |
| 49 | POOL | Pool CORP | Stock-Industrials | 0.85% | — | -8.67% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.16% | +33.54% |
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 157 disclosed positions in Q3 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, AAPL) accounted for 18.9% of total reported equity market value during Q3 2024.
During Q3 2024, Hamilton Point Investment Advisors, LLC's top holdings by market value included BRK-A (8.6%)、MSFT (4.2%)、AAPL (4.1%). The largest single position, BRK-A, represented 8.6% of total portfolio value.
In Q3 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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