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CIK: 0001599746
Total reported value
$710.2M
$710.2M
160 檔
19.5%
As reported in its official Q4 2024 Form 13F filing, Hamilton Point Investment Advisors, LLC's tracked investment portfolio stood at $710.2M with 160 total positions.
During Q4 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 | 8.29% | -0.96% | -1.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.59% | +0.16% | +4.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | -0.30% | +0.67% | |
| 4 | EME | Emcor Group Inc | Stock-Industrials | 3.98% | +0.09% | +0.09% | |
| 5 | AXP | American Express Co | Stock-Financials | 3.44% | +0.06% | +0.17% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.03% | +0.47% | +0.50% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | +0.04% | +0.29% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.46% | -0.39% | +0.95% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.32% | -0.36% | +1.23% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 2.18% | -0.02% | +0.57% | |
| 11 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.09% | -0.11% | +0.31% | |
| 12 | DE | Deere & Co | Stock-Industrials | 1.88% | +0.05% | +0.75% | |
| 13 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.88% | +0.20% | +0.70% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.80% | +0.11% | +3.09% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.74% | +0.14% | +1.42% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 1.70% | -0.12% | +0.71% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.65% | -0.35% | +1.06% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.62% | -0.12% | +1.53% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.58% | -0.16% | +1.00% | |
| 20 | HUBB | Hubbell Inc | Stock-Industrials | 1.49% | -0.03% | +1.09% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.20% | +1.67% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.03% | +1.71% | |
| 23 | FFIV | F5 Inc | Stock-Tech | 1.41% | — | +0.80% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.40% | +0.26% | +1.88% | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 1.37% | -0.10% | +1.63% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.30% | -0.17% | +1.97% | |
| 27 | LFUS | Littelfuse Inc | Stock-Tech | 1.27% | +0.35% | -1.51% | |
| 28 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.27% | -0.11% | +1.93% | |
| 29 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.27% | -0.72% | EXIT | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | +0.03% | +0.16% | |
| 31 | MAIN | Main Street Capital CORP | Stock-Financials | 1.22% | -0.10% | +1.94% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 1.15% | +0.34% | +0.90% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 1.14% | +0.48% | +1.91% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 1.14% | -0.60% | +1.63% | |
| 35 | WSO | Watsco Inc | Stock-Industrials | 1.11% | +0.02% | +0.37% | |
| 36 | UL | Unilever PLC | Stock-Consumer Staples | 1.10% | — | +2.55% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.09% | +0.70% | |
| 38 | MGRC | Mcgrath Rentcorp | Stock-Other | 1.07% | — | +1.55% | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 1.07% | -0.13% | +0.88% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 1.06% | +0.06% | +2.17% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 0.93% | -0.14% | +1.90% | |
| 42 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.90% | — | -5.42% | |
| 43 | POOL | Pool CORP | Stock-Industrials | 0.85% | — | +11.32% | |
| 44 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.84% | -0.11% | +1.35% | |
| 45 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.84% | — | +1.51% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.82% | -0.02% | +1.84% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.82% | -0.03% | +3.85% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.05% | +1.53% | |
| 49 | EXP | Eagle Materials Inc | Stock-Materials | 0.79% | +0.05% | — | |
| 50 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.77% | -0.07% | — |
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 160 disclosed positions in Q4 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, AAPL, MSFT) accounted for 19.5% of total reported equity market value during Q4 2024.
During Q4 2024, Hamilton Point Investment Advisors, LLC's top holdings by market value included BRK-A (8.3%)、AAPL (4.6%)、MSFT (4.1%). The largest single position, BRK-A, represented 8.3% of total portfolio value.
In Q4 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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