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CIK: 0001599746
Total reported value
$710.2M
$710.2M
155 檔
18.7%
According to the latest 13F quarterly dataset, Hamilton Point Investment Advisors, LLC managed an equity portfolio of $710.2M at the end of Q1 2025, spanning 155 distinct U.S. exchange-listed positions.
In Q1 2025, Hamilton Point Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 9.91% | -0.96% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.16% | +0.16% | +0.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -0.30% | -0.37% | |
| 4 | AXP | American Express Co | Stock-Financials | 3.19% | +0.06% | +0.37% | |
| 5 | RTX | Rtx CORP | Stock-Industrials | 2.88% | -0.39% | +0.06% | |
| 6 | EME | Emcor Group Inc | Stock-Industrials | 2.66% | +0.09% | -19.31% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | +0.47% | +0.04% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.39% | -0.36% | -0.04% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 2.31% | -0.02% | -0.37% | |
| 10 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.24% | -0.11% | -0.08% | |
| 11 | DE | Deere & Co | Stock-Industrials | 2.12% | +0.05% | +0.03% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.96% | -0.12% | -0.58% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.75% | -0.60% | +26.69% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.68% | +0.11% | +1.42% | |
| 15 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.65% | +0.20% | +0.92% | |
| 16 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.65% | — | +96.87% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | +0.03% | +0.57% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.60% | -0.10% | -0.09% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 1.54% | -0.12% | -0.26% | |
| 20 | FFIV | F5 Inc | Stock-Tech | 1.51% | — | -0.37% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.49% | -0.35% | -0.17% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.46% | +0.14% | +0.21% | |
| 23 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.44% | -0.11% | +0.23% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.38% | -0.16% | -0.33% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.32% | -0.17% | +1.13% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.03% | +0.21% | |
| 27 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.31% | -0.72% | EXIT | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.09% | +0.63% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.23% | +0.06% | +0.97% | |
| 30 | ROP | Roper Technologies Inc | Stock-Tech | 1.23% | -0.13% | -0.19% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 1.22% | +0.48% | +0.56% | |
| 32 | WSO | Watsco Inc | Stock-Industrials | 1.21% | +0.02% | +0.35% | |
| 33 | HUBB | Hubbell Inc | Stock-Industrials | 1.21% | -0.03% | +0.35% | |
| 34 | MAIN | Main Street Capital CORP | Stock-Financials | 1.20% | -0.10% | +0.68% | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 1.17% | — | -0.51% | |
| 36 | LFUS | Littelfuse Inc | Stock-Tech | 1.12% | +0.35% | +3.41% | |
| 37 | MGRC | Mcgrath Rentcorp | Stock-Other | 1.09% | — | +0.35% | |
| 38 | CMI | Cummins Inc | Stock-Industrials | 1.05% | +0.34% | +0.40% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | -0.20% | -27.96% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.03% | -0.22% | +100.94% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 1.02% | -0.14% | +0.26% | |
| 42 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.95% | -0.11% | +1.85% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.92% | -0.02% | -0.00% | |
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.86% | -0.03% | +0.12% | |
| 45 | POOL | Pool CORP | Stock-Industrials | 0.83% | — | +2.64% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.80% | -0.16% | +18.51% | |
| 47 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.78% | — | -0.27% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.78% | -0.13% | — | |
| 49 | EXP | Eagle Materials Inc | Stock-Materials | 0.78% | +0.05% | +8.38% | |
| 50 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.76% | -0.01% | +0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AXP | American Express Co | — | NEW | New buy |
| 5 | RTX | Rtx CORP | — | NEW | New buy |
| 6 | EME | Emcor Group Inc | — | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 9 | ADP | Automatic Data Processing | — | NEW | New buy |
| 10 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 11 | DE | Deere & Co | — | NEW | New buy |
| 12 | AMGN | Amgen Inc | — | NEW | New buy |
| 13 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 14 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 15 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 16 | NICE | Nice LTD - Spon Adr | — | NEW | New buy |
| 17 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 18 | WM | Waste Management Inc | — | NEW | New buy |
| 19 | DHR | Danaher CORP | — | NEW | New buy |
| 20 | FFIV | F5 Inc | — | NEW | New buy |
| 21 | ACN | Accenture plc | — | NEW | New buy |
| 22 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 23 | RELX | Relx PLC - Spon Adr | — | NEW | New buy |
| 24 | ADBE | Adobe Inc | — | NEW | New buy |
| 25 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 26 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 27 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 30 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 31 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 32 | WSO | Watsco Inc | — | NEW | New buy |
| 33 | HUBB | Hubbell Inc | — | NEW | New buy |
| 34 | MAIN | Main Street Capital CORP | — | NEW | New buy |
| 35 | UL | Unilever PLC | — | NEW | New buy |
| 36 | LFUS | Littelfuse Inc | — | NEW | New buy |
| 37 | MGRC | Mcgrath Rentcorp | — | NEW | New buy |
| 38 | CMI | Cummins Inc | — | NEW | New buy |
| 39 | WMT | Walmart Inc | — | NEW | New buy |
| 40 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 41 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 42 | WTRG | Essential Utilities Inc | — | NEW | New buy |
| 43 | PAYX | Paychex Inc | — | NEW | New buy |
| 44 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 45 | POOL | Pool CORP | — | NEW | New buy |
| 46 | PFE | Pfizer Inc | — | NEW | New buy |
| 47 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 48 | MDT | Medtronic plc | — | NEW | New buy |
| 49 | EXP | Eagle Materials Inc | — | NEW | New buy |
| 50 | GPC | Genuine Parts Co | — | NEW | New buy |
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 155 disclosed positions in Q1 2025.
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 18.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $55.1M
During Q1 2025, Hamilton Point Investment Advisors, LLC's top holdings by market value included BRK-A (9.9%)、AAPL (4.2%)、MSFT (3.7%). The largest single position, BRK-A, represented 9.9% of total portfolio value.
In Q1 2025, Hamilton Point Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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