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CIK: 0001599746
Total reported value
$710.2M
$710.2M
162 檔
24.1%
As reported in its official Q3 2025 Form 13F filing, Hamilton Point Investment Advisors, LLC's tracked investment portfolio stood at $710.2M with 162 total positions.
In Q3 2025, Hamilton Point Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 8.12% | -0.96% | — | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.40% | -0.36% | +6.69% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | -0.30% | -0.17% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.97% | +0.16% | -0.19% | |
| 5 | EME | Emcor Group Inc | Stock-Industrials | 3.92% | +0.09% | +0.10% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.28% | +0.47% | -0.42% | |
| 7 | AXP | American Express Co | Stock-Financials | 3.27% | +0.06% | +0.07% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 3.05% | -0.39% | -0.00% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.40% | -0.36% | +0.11% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.27% | -0.60% | +1.65% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.09% | +0.11% | +1.75% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 1.82% | -0.02% | -0.25% | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.75% | +0.05% | -0.18% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.72% | +0.14% | +0.37% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.49% | -0.12% | +0.02% | |
| 16 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.48% | -0.11% | -0.42% | |
| 17 | FFIV | F5 Inc | Stock-Tech | 1.47% | — | -0.33% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | +0.03% | +0.16% | |
| 19 | HUBB | Hubbell Inc | Stock-Industrials | 1.30% | -0.03% | +0.33% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | +0.03% | -0.09% | |
| 21 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.29% | — | -0.08% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.24% | -0.23% | — | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.20% | -0.17% | +0.51% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | +0.06% | +0.15% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.20% | -0.12% | -0.06% | |
| 26 | LFUS | Littelfuse Inc | Stock-Tech | 1.19% | +0.35% | -0.13% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 1.18% | +0.34% | +0.19% | |
| 28 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.17% | -0.11% | +1.88% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.09% | +0.17% | |
| 30 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.16% | +0.20% | -0.23% | |
| 31 | MAIN | Main Street Capital CORP | Stock-Financials | 1.14% | -0.10% | +0.32% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | +0.48% | -0.00% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.20% | -0.06% | |
| 34 | DELL | Dell Technologies -c | Stock-Tech | 1.05% | +1.70% | +1.04% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 1.02% | -0.16% | -0.22% | |
| 36 | UL | Unilever PLC | Stock-Consumer Staples | 0.97% | — | +1.49% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.96% | -0.35% | -0.73% | |
| 38 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.95% | — | +0.25% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.05% | -0.12% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.89% | -0.72% | EXIT | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.86% | -0.22% | +0.97% | |
| 42 | ROP | Roper Technologies Inc | Stock-Tech | 0.86% | -0.13% | -0.18% | |
| 43 | BR | Broadridge Financial Solutio | Stock-Tech | 0.85% | -0.14% | +0.30% | |
| 44 | WSO | Watsco Inc | Stock-Industrials | 0.82% | +0.02% | +0.39% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.82% | -0.10% | +0.40% | |
| 46 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.82% | -0.11% | +0.61% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.04% | — | |
| 48 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.73% | -0.01% | +0.48% | |
| 49 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.73% | -0.07% | +3.60% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.72% | -0.13% | +0.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EME | Emcor Group Inc | +1.3% | +0.10% | Trim |
| 2 | DELL | Dell Technologies -c | +1% | +1.04% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | -0.42% | Trim |
| 4 | MSFT | Microsoft CORP | +0.6% | -0.17% | Trim |
| 5 | IAU | Ishares Gold Trust | +0.5% | +1.65% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.4% | +1.75% | Add |
| 7 | ETN | Eaton Corporation plc | +0.3% | +0.37% | Trim |
| 8 | NVDA | Nvidia CORP | +0.3% | -0.12% | Trim |
| 9 | RTX | Rtx CORP | +0.2% | -0.00% | Trim |
| 10 | CMI | Cummins Inc | +0.1% | +0.19% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +0.16% | Trim |
| 12 | HUBB | Hubbell Inc | +0.1% | +0.33% | Trim |
| 13 | AXP | American Express Co | +0.1% | +0.07% | Trim |
| 14 | SCHB | Schwab US Broad Market ETF | +0.1% | +347.55% | Add |
| 15 | LFUS | Littelfuse Inc | +0.1% | -0.13% | Trim |
| 16 | TJX | Tjx Companies Inc | 0% | +0.11% | Trim |
| 17 | WMT | Walmart Inc | 0% | -0.06% | Trim |
| 18 | BIPC | Brookfield Infrastructure-a | 0% | +3.60% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Trim |
| 20 | IBM | Intl Business Machines CORP | 0% | +0.15% | Trim |
| 21 | GPC | Genuine Parts Co | 0% | +0.48% | Trim |
| 22 | FFIV | F5 Inc | 0% | -0.33% | Trim |
| 23 | MAIN | Main Street Capital CORP | -0.1% | +0.32% | Trim |
| 24 | CSCO | Cisco Systems Inc | -0.1% | -0.00% | Trim |
| 25 | EOG | Eog Resources Inc | -0.2% | +0.79% | Trim |
| 26 | AAPL | Apple Inc | -0.2% | -0.19% | Trim |
| 27 | CL | Colgate-palmolive Co | -0.3% | +0.11% | Trim |
| 28 | RELX | Relx PLC - Spon Adr | -0.3% | +1.88% | Trim |
| 29 | PAYX | Paychex Inc | -0.3% | +0.24% | Trim |
| 30 | V | Visa Inc-class A Shares | -0.3% | -0.09% | Trim |
| 31 | DHR | Danaher CORP | -0.3% | -0.06% | Trim |
| 32 | ADBE | Adobe Inc | -0.4% | -0.22% | Trim |
| 33 | NICE | Nice LTD - Spon Adr | -0.4% | -0.08% | Trim |
| 34 | ROP | Roper Technologies Inc | -0.4% | -0.18% | Trim |
| 35 | DE | Deere & Co | -0.4% | -0.18% | Trim |
| 36 | WSO | Watsco Inc | -0.4% | +0.39% | Trim |
| 37 | BDX | Becton Dickinson And Co | -0.4% | -0.15% | Trim |
| 38 | AMGN | Amgen Inc | -0.5% | +0.02% | Trim |
| 39 | WSM | Williams-sonoma Inc | -0.5% | -0.23% | Trim |
| 40 | ADP | Automatic Data Processing | -0.5% | -0.25% | Trim |
| 41 | ACN | Accenture plc | -0.5% | -0.73% | Trim |
| 42 | CHD | Church & Dwight Co Inc | -0.8% | -0.42% | Trim |
| 43 | WM | Waste Management Inc | -0.8% | +0.40% | Trim |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -1.8% | — | Unchanged |
| 45 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
| 46 | CRM | Salesforce Inc | — | NEW | New buy |
| 47 | POOL | Pool CORP | — | EXIT | Sold out |
| 48 | COO | Cooper Cos Inc/the | — | EXIT | Sold out |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | — | EXIT | Sold out |
| 50 | STX | Seagate Technology Holdings plc | — | 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 162 disclosed positions in Q3 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 24.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
BNDX
市值: $41.0M
Top Position Liquidated / Trimmed
POOL
前期市值: $4.6M
During Q3 2025, Hamilton Point Investment Advisors, LLC's top holdings by market value included BRK-A (8.1%)、BNDX (6.4%)、MSFT (4.3%). The largest single position, BRK-A, represented 8.1% of total portfolio value.
In Q3 2025, Hamilton Point Investment Advisors, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 38 holdings, and fully liquidating 3 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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