Hamilton Point Investment Advisors, LLC Top Holdings and 13F Report (2025) About Hamilton Point Investment Advisors, LLCInvestment ActivityHamilton Point Investment Advisors, LLC has $640.67 million in total holdings as of September 30, 2025.Hamilton Point Investment Advisors, LLC owns shares of 162 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.22% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Hamilton Point Investment Advisors, LLC has purchased 161 new stocks and bought additional shares in 58 stocks.Hamilton Point Investment Advisors, LLC sold shares of 32 stocks and completely divested from 7 stocks this quarter.Largest Holdings Berkshire Hathaway $52,039,800Vanguard Total International Bond ETF $41,018,865Microsoft $27,514,077Apple $25,456,626EMCOR Group $25,111,030 Largest New Holdings this Quarter 79466L302 - Salesforce $7,927,319 Holding512807306 - LAM RESEARCH CORP $271,003 Holding482480100 - KLA $237,019 Holding458140100 - Intel $228,408 Holding92206C664 - Vanguard Russell 2000 ETF $214,226 Holding Largest Purchases this Quarter Salesforce 33,390 shares (about $7.93M)Vanguard Total International Bond ETF 51,990 shares (about $2.57M)Schwab US Broad Market ETF 19,466 shares (about $500.47K)LAM RESEARCH CORP 2,020 shares (about $271.00K)KLA 220 shares (about $237.02K) Largest Sales this Quarter Philip Morris International 594 shares (about $96.35K)W.W. Grainger 100 shares (about $95.30K)3M 600 shares (about $93.11K)Alphabet 366 shares (about $89.14K)Berkshire Hathaway 170 shares (about $85.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHamilton Point Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$52,039,8000.0%698.1%FinanceBNDXVanguard Total International Bond ETF$41,018,865$2,571,426 ▲6.7%829,3346.4%ETFMSFTMicrosoft$27,514,077$45,580 ▼-0.2%53,1214.3%Computer and TechnologyAAPLApple$25,456,626$48,125 ▼-0.2%99,9754.0%Computer and TechnologyEMEEMCOR Group$25,111,030$25,332 ▲0.1%38,6603.9%ConstructionGOOGAlphabet$20,989,753$89,139 ▼-0.4%86,1833.3%Computer and TechnologyAXPAmerican Express$20,923,718$14,283 ▲0.1%62,9933.3%FinanceRTXRTX$19,508,867$167 ▼0.0%116,5893.0%AerospaceTJXTJX Companies$15,370,958$16,333 ▲0.1%106,3442.4%Retail/WholesaleIAUiShares Gold Trust$14,554,728$235,775 ▲1.6%200,0102.3%FinanceAVUVAvantis U.S. Small Cap Value ETF$13,417,086$231,010 ▲1.8%134,8042.1%ETFADPAutomatic Data Processing$11,664,720$29,209 ▼-0.2%39,5361.8%Computer and TechnologyDEDeere & Company$11,214,848$20,649 ▼-0.2%24,4401.8%IndustrialsETNEaton$11,050,774$40,793 ▲0.4%29,5281.7%IndustrialsAMGNAmgen$9,535,448$1,693 ▲0.0%33,7901.5%MedicalCHDChurch & Dwight$9,453,102$40,135 ▼-0.4%107,8751.5%Consumer StaplesFFIVF5$9,447,060$31,349 ▼-0.3%29,2311.5%Computer and TechnologyJPMJPMorgan Chase & Co.$9,104,719$14,510 ▲0.2%28,8641.4%FinanceHUBBHubbell$8,355,172$27,539 ▲0.3%19,4171.3%IndustrialsVVisa$8,351,911$7,169 ▼-0.1%24,4651.3%Business ServicesNICENice$8,277,073$6,515 ▼-0.1%57,1701.3%Computer and TechnologyCRMSalesforce$7,927,319$7,927,319 ▲New Holding33,3901.2%Computer and TechnologyNEENextEra Energy$7,702,758$38,953 ▲0.5%102,0371.2%UtilitiesIBMInternational Business Machines$7,681,741$11,286 ▲0.1%27,2251.2%Computer and TechnologyDHRDanaher$7,680,302$4,369 ▼-0.1%38,6761.2%MedicalLFUSLittelfuse$7,606,152$10,101 ▼-0.1%29,3661.2%Computer and TechnologyCMICummins$7,567,494$14,360 ▲0.2%17,9171.2%Auto/Tires/TrucksRELXRelx$7,491,143$138,504 ▲1.9%156,8501.2%Computer and TechnologyJNJJohnson & Johnson$7,475,409$12,979 ▲0.2%40,3161.2%MedicalWSMWilliams-Sonoma$7,447,174$16,809 ▼-0.2%38,1031.2%Retail/WholesaleMAINMain Street Capital$7,311,274$22,956 ▲0.3%114,9751.1%FinanceCSCOCisco Systems$7,180,003$68 ▼0.0%104,9401.1%Computer and TechnologyWMTWalmart$6,769,912$4,122 ▼-0.1%65,6891.1%Retail/WholesaleDELLDell Technologies$6,752,936$69,467 ▲1.0%47,6331.1%Computer and TechnologyADBEAdobe$6,506,474$14,463 ▼-0.2%18,4451.0%Computer and TechnologyULUnilever$6,201,885$91,173 ▲1.5%104,6201.0%Consumer StaplesACNAccenture$6,118,571$44,881 ▼-0.7%24,8121.0%Computer and TechnologyMGRCMcGrath RentCorp$6,057,282$15,366 ▲0.3%51,6390.9%FinanceNVDANVIDIA$5,955,418$7,090 ▼-0.1%31,9170.9%Computer and TechnologyBDXBecton, Dickinson and Company$5,699,415$8,423 ▼-0.1%30,4500.9%MedicalVZVerizon Communications$5,504,702$52,696 ▲1.0%125,2490.9%Computer and TechnologyROPER TECHNOLOGIES INC$5,482,234$9,974 ▼-0.2%10,9930.9%COMBRBroadridge Financial Solutions$5,446,556$16,262 ▲0.3%22,7750.9%Computer and TechnologyWSOWatsco$5,284,478$20,619 ▲0.4%13,0710.8%ConstructionWMWaste Management$5,276,320$20,758 ▲0.4%23,8930.8%Business ServicesWTRGEssential Utilities$5,259,793$31,880 ▲0.6%131,8240.8%UtilitiesSPYSPDR S&P 500 ETF Trust$4,748,6910.0%7,1090.7%FinanceGPCGenuine Parts$4,706,339$22,480 ▲0.5%33,7070.7%Retail/WholesaleBROOKFIELD INFRASTRUCTURE CO$4,660,684$162,137 ▲3.6%113,3430.7%COM SUB VTG AMDTMedtronic$4,588,631$42,986 ▲0.9%47,8230.7%MedicalPFEPfizer$4,417,753$27,085 ▲0.6%173,3810.7%MedicalEXPEagle Materials$4,362,548$18,430 ▼-0.4%18,7000.7%ConstructionPAYXPaychex$4,009,337$9,761 ▲0.2%31,6290.6%Computer and TechnologyCLColgate-Palmolive$3,891,724$4,317 ▲0.1%48,6830.6%Consumer StaplesHSYHershey$3,876,954$27,496 ▲0.7%20,7270.6%Consumer StaplesLLYEli Lilly and Company$3,826,776$35,101 ▼-0.9%5,0150.6%MedicalTXNTexas Instruments$3,813,347$22,599 ▼-0.6%20,7550.6%Computer and TechnologyNKENIKE$3,658,867$5,540 ▲0.2%52,1730.6%Consumer DiscretionaryEOGEOG Resources$3,202,479$25,227 ▲0.8%28,5630.5%EnergyRIORio Tinto$2,786,042$12,014 ▲0.4%42,2060.4%Basic MaterialsBRK.BBerkshire Hathaway$2,631,844$85,466 ▼-3.1%5,2350.4%FinanceSPGIS&P Global$1,853,3920.0%3,8080.3%FinanceVOOVanguard S&P 500 ETF$1,747,171$6,141 ▲0.4%2,8450.3%ETFABBVAbbVie$1,420,188$232 ▲0.0%6,1340.2%MedicalTRUST FOR PROFESSIONAL MANAG$1,351,332$23,739 ▼-1.7%49,5240.2%JENSEN QUALITYABTAbbott Laboratories$1,314,300$6,965 ▲0.5%9,8130.2%MedicalUNPUnion Pacific$1,216,1240.0%5,1450.2%TransportationGWWW.W. Grainger$1,215,977$95,296 ▼-7.3%1,2760.2%IndustrialsGOOGLAlphabet$1,177,821$12,398 ▲1.1%4,8450.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,069,8480.0%2,2840.2%ETFMMCMarsh & McLennan Companies$1,033,128$9,473 ▲0.9%5,1260.2%FinanceGLDSPDR Gold Shares$1,011,668$43,367 ▲4.5%2,8460.2%FinanceAMDAdvanced Micro Devices$997,921$80,895 ▼-7.5%6,1680.2%Computer and TechnologyAMZNAmazon.com$974,660$9,222 ▲1.0%4,4390.2%Retail/WholesaleLOWLowe's Companies$967,2920.0%3,8490.2%Retail/WholesalePGProcter & Gamble$933,950$42,410 ▲4.8%6,0780.1%Consumer StaplesPEPPepsiCo$920,305$4,213 ▼-0.5%6,5530.1%Consumer StaplesKOCocaCola$880,8190.0%13,1800.1%Consumer StaplesMRKMerck & Co., Inc.$860,1440.0%10,1500.1%MedicalQQQInvesco QQQ$836,0800.0%1,3910.1%FinanceITWIllinois Tool Works$828,5640.0%3,1580.1%IndustrialsVTVVanguard Value ETF$756,1060.0%4,0340.1%ETFXOMExxon Mobil$746,4050.0%6,6200.1%EnergyIVViShares Core S&P 500 ETF$714,1430.0%1,0670.1%ETFTYLTyler Technologies$712,0210.0%1,3610.1%Computer and TechnologySCHBSchwab US Broad Market ETF$644,473$500,471 ▲347.5%25,0670.1%ETFAVGOBroadcom$644,271$23,092 ▲3.7%1,9530.1%Computer and TechnologyPMPhilip Morris International$619,812$96,354 ▼-13.5%3,8210.1%Consumer StaplesPBHCPathfinder Bancorp$602,3750.0%38,4290.1%FinanceUNHUnitedHealth Group$576,9390.0%1,6710.1%MedicalVGTVanguard Information Technology ETF$573,4120.0%7680.1%ETFMETAMeta Platforms$541,710$1,468 ▲0.3%7380.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$536,4370.0%2,4760.1%ETFSTXSeagate Technology$532,7550.0%2,2500.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$526,687$125,004 ▲31.1%2,5870.1%ETFMCDMcDonald's$522,5390.0%1,7190.1%Retail/WholesaleLMTLockheed Martin$512,6890.0%1,0270.1%AerospaceHDHome Depot$449,913$7,701 ▲1.7%1,1100.1%Retail/WholesaleGDGeneral Dynamics$404,4260.0%1,1860.1%AerospaceFICOFair Isaac$402,5670.0%2690.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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