13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001599746
Total reported value
$710.2M
$710.2M
185 檔
22.7%
During the Q1 2026 filing period, Hamilton Point Investment Advisors, LLC (CIK: 0001599746) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $710.2M across 185 reported positions.
In Q1 2026, Hamilton Point Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 78 positions and completely liquidating 12 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, BNDX, AAPL) accounted for 22.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEM
市值: $9.7M
Top Position Liquidated / Trimmed
NICE
前期市值: $5.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.97% | -0.96% | -1.56% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.63% | -0.36% | +2.78% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.93% | +0.16% | -0.48% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.80% | +0.47% | -0.65% | |
| 5 | EME | Emcor Group Inc | Stock-Industrials | 3.46% | +0.09% | -21.79% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 3.44% | -0.39% | -0.39% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | -0.30% | -0.22% | |
| 8 | AXP | American Express Co | Stock-Financials | 2.89% | +0.06% | -1.05% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.79% | -0.60% | +0.84% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.60% | -0.36% | -0.68% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.38% | +0.11% | +1.17% | |
| 12 | DE | Deere & Co | Stock-Industrials | 2.11% | +0.05% | -1.24% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.81% | -0.12% | -0.64% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.62% | +0.14% | -1.00% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.09% | +6.73% | |
| 16 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.53% | -0.11% | -1.02% | |
| 17 | LFUS | Littelfuse Inc | Stock-Tech | 1.51% | +0.35% | -0.63% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.49% | +0.24% | — | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 1.48% | +0.34% | -1.12% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.46% | -0.17% | -0.27% | |
| 21 | HUBB | Hubbell Inc | Stock-Industrials | 1.46% | -0.03% | -1.10% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | +0.03% | -0.94% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.26% | -0.02% | -0.54% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.26% | +0.48% | -0.32% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.24% | -0.20% | -2.18% | |
| 26 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.22% | -0.03% | -0.70% | |
| 27 | DELL | Dell Technologies -c | Stock-Tech | 1.21% | +1.70% | +0.24% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.14% | -0.04% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | +0.03% | -0.67% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 1.13% | -0.12% | -0.17% | |
| 31 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.07% | +0.20% | -0.55% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.05% | -4.23% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | +0.06% | -0.53% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.96% | -0.23% | +0.19% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.96% | -0.22% | -0.31% | |
| 36 | MAIN | Main Street Capital CORP | Stock-Financials | 0.93% | -0.10% | -0.32% | |
| 37 | EXP | Eagle Materials Inc | Stock-Materials | 0.90% | +0.05% | +10.26% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.88% | -0.13% | +0.33% | |
| 39 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.86% | — | -0.67% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.86% | -0.10% | +0.03% | |
| 41 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.82% | -0.11% | -0.53% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.81% | -0.35% | +9.72% | |
| 43 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.80% | -0.05% | -0.69% | |
| 44 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.80% | -0.11% | -0.13% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.73% | -0.16% | +6.63% | |
| 46 | WSO | Watsco Inc | Stock-Industrials | 0.73% | +0.02% | -0.35% | |
| 47 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.72% | -0.72% | EXIT | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.04% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.11% | -1.73% | |
| 50 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.69% | -0.07% | +0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LFUS | Littelfuse Inc | +0.4% | -0.63% | Trim |
| 2 | DE | Deere & Co | +0.4% | -1.24% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.4% | +6.73% | Add |
| 4 | DELL | Dell Technologies -c | +0.3% | +0.24% | Add |
| 5 | IAU | Ishares Gold Trust | +0.3% | +0.84% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | +1.17% | Add |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +2.78% | Add |
| 8 | NEE | Nextera Energy Inc | +0.2% | -0.27% | Trim |
| 9 | RTX | Rtx CORP | +0.2% | -0.39% | Trim |
| 10 | VZ | Verizon Communications Inc | +0.2% | -0.31% | Trim |
| 11 | ETN | Eaton Corporation plc | +0.2% | -1.00% | Trim |
| 12 | EOG | Eog Resources Inc | +0.2% | -0.52% | Trim |
| 13 | CHD | Church & Dwight Co Inc | +0.2% | -1.02% | Trim |
| 14 | HUBB | Hubbell Inc | +0.1% | -1.10% | Trim |
| 15 | PFE | Pfizer Inc | +0.1% | +6.63% | Add |
| 16 | AMGN | Amgen Inc | +0.1% | -0.64% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | -2.18% | Trim |
| 18 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -0.24% | Trim |
| 19 | TJX | Tjx Companies Inc | +0.1% | -0.68% | Trim |
| 20 | HSY | Hershey Co/the | +0.1% | -0.03% | Trim |
| 21 | CL | Colgate-palmolive Co | +0.1% | -0.70% | Trim |
| 22 | CMI | Cummins Inc | +0.1% | -1.12% | Trim |
| 23 | TXN | Texas Instruments Inc | +0.1% | -0.15% | Trim |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -0.14% | Trim |
| 25 | WSO | Watsco Inc | +0.1% | -0.35% | Trim |
| 26 | WM | Waste Management Inc | +0.1% | +0.03% | Add |
| 27 | WTRG | Essential Utilities Inc | +0.1% | -0.53% | Trim |
| 28 | MGRC | Mcgrath Rentcorp | 0% | -0.67% | Trim |
| 29 | STX | Seagate Technology Holdings plc | 0% | -9.81% | Trim |
| 30 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 31 | GLW | Corning Inc | 0% | — | Unchanged |
| 32 | LMT | Lockheed Martin CORP | 0% | -1.82% | Trim |
| 33 | WSM | Williams-sonoma Inc | 0% | -0.55% | Trim |
| 34 | EXP | Eagle Materials Inc | 0% | +10.26% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | -0.32% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.98% | Add |
| 37 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 38 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 39 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 40 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 41 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 42 | ASML | ASML Holding N.V. | 0% | -0.99% | Trim |
| 43 | COP | Conocophillips | 0% | -5.48% | Trim |
| 44 | CVX | Chevron CORP | 0% | -0.07% | Trim |
| 45 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 46 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 47 | PEP | Pepsico Inc | 0% | -1.50% | Trim |
| 48 | INTC | Intel CORP | 0% | — | Unchanged |
| 49 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 50 | ITW | Illinois Tool Works | 0% | -1.21% | Trim |
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 185 disclosed positions in Q1 2026.
During Q1 2026, Hamilton Point Investment Advisors, LLC's top holdings by market value included BRK-A (7.0%)、BNDX (6.6%)、AAPL (3.9%). The largest single position, BRK-A, represented 7.0% of total portfolio value.
In Q1 2026, Hamilton Point Investment Advisors, LLC made 118 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 78 holdings, and fully liquidating 12 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.