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CIK: 0001599746
Total reported value
$710.2M
$710.2M
161 檔
22.0%
The Q2 2025 SEC filing reveals that Hamilton Point Investment Advisors, LLC held a total portfolio value of $710.2M, covering 161 public equity positions.
During Q2 2025, 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 | 8.28% | -0.96% | — | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.33% | -0.36% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -0.30% | -3.52% | |
| 4 | EME | Emcor Group Inc | Stock-Industrials | 3.40% | +0.09% | -3.66% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.38% | +0.16% | -3.86% | |
| 6 | AXP | American Express Co | Stock-Financials | 3.31% | +0.06% | -4.43% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.80% | -0.39% | -3.44% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | +0.47% | -3.91% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.16% | -0.36% | -2.44% | |
| 10 | DE | Deere & Co | Stock-Industrials | 2.06% | +0.05% | -2.24% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.02% | -0.02% | -5.17% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.02% | -0.60% | +18.97% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.99% | +0.11% | +23.80% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.73% | +0.14% | -1.38% | |
| 15 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.71% | -0.11% | -4.33% | |
| 16 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.59% | — | -3.65% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.55% | -0.12% | -3.50% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.03% | -5.01% | |
| 19 | FFIV | F5 Inc | Stock-Tech | 1.42% | — | -7.13% | |
| 20 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.38% | -0.11% | -3.15% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | +0.03% | -3.78% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.32% | +0.06% | -1.44% | |
| 23 | HUBB | Hubbell Inc | Stock-Industrials | 1.30% | -0.03% | -4.53% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.26% | -0.12% | -7.18% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.23% | -0.35% | -5.95% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | +0.48% | -4.59% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.18% | -0.16% | -7.61% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.16% | -0.17% | -2.11% | |
| 29 | MAIN | Main Street Capital CORP | Stock-Financials | 1.11% | -0.10% | -3.19% | |
| 30 | LFUS | Littelfuse Inc | Stock-Tech | 1.10% | +0.35% | -7.06% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.20% | -1.36% | |
| 32 | UL | Unilever PLC | Stock-Consumer Staples | 1.04% | — | -5.78% | |
| 33 | ROP | Roper Technologies Inc | Stock-Tech | 1.03% | -0.13% | -5.04% | |
| 34 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.03% | +0.20% | -34.19% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.09% | -5.77% | |
| 36 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.98% | — | -5.17% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.96% | +0.34% | -4.45% | |
| 38 | DELL | Dell Technologies -c | Stock-Tech | 0.95% | +1.70% | +1805.54% | |
| 39 | WSO | Watsco Inc | Stock-Industrials | 0.95% | +0.02% | -1.97% | |
| 40 | BR | Broadridge Financial Solutio | Stock-Tech | 0.91% | -0.14% | -2.45% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.90% | -0.10% | -37.92% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.88% | -0.22% | -1.56% | |
| 43 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.86% | -0.72% | EXIT | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.05% | -6.44% | |
| 45 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.80% | -0.11% | -2.00% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.76% | -0.02% | -5.26% | |
| 47 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.75% | -0.07% | -1.40% | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.73% | -0.03% | -4.39% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.04% | -2.47% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.71% | +0.26% | -2.15% |
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 161 disclosed positions in Q2 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, BNDX, MSFT) accounted for 22.0% of total reported equity market value during Q2 2025.
During Q2 2025, Hamilton Point Investment Advisors, LLC's top holdings by market value included BRK-A (8.3%)、BNDX (6.3%)、MSFT (4.4%). The largest single position, BRK-A, represented 8.3% of total portfolio value.
In Q2 2025, 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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