Hamilton Point Investment Advisors, LLC Top Holdings and 13F Report (2025) About Hamilton Point Investment Advisors, LLCInvestment ActivityHamilton Point Investment Advisors, LLC has $607.54 million in total holdings as of June 30, 2025.Hamilton Point Investment Advisors, LLC owns shares of 161 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 8.85% of the portfolio was purchased this quarter.About 4.17% of the portfolio was sold this quarter.This quarter, Hamilton Point Investment Advisors, LLC has purchased 155 new stocks and bought additional shares in 16 stocks.Hamilton Point Investment Advisors, LLC sold shares of 74 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $50,287,200Vanguard Total International Bond ETF $38,486,301Microsoft $26,466,779EMCOR Group $20,658,109Apple $20,550,688 Largest New Holdings this Quarter 92203J407 - Vanguard Total International Bond ETF $38,486,301 Holding92847W103 - Vital Farms $3,579,818 HoldingG7997R103 - Seagate Technology $326,363 Holding82889N657 - Simplify Short Term Treasury Futures Strategy ETF $242,330 Holding22788C105 - CrowdStrike $238,673 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 777,344 shares (about $38.49M)Dell Technologies 44,669 shares (about $5.48M)Vital Farms 92,934 shares (about $3.58M)Avantis U.S. Small Cap Value ETF 25,471 shares (about $2.32M)iShares Gold Trust 31,374 shares (about $1.96M) Largest Sales this Quarter Waste Management 14,536 shares (about $3.33M)Williams-Sonoma 19,836 shares (about $3.24M)Microsoft 1,942 shares (about $965.97K)American Express 2,921 shares (about $931.74K)Apple 4,017 shares (about $824.17K) 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$50,287,2000.0%698.3%FinanceBNDXVanguard Total International Bond ETF$38,486,301$38,486,301 ▲New Holding777,3446.3%ETFMSFTMicrosoft$26,466,779$965,974 ▼-3.5%53,2094.4%Computer and TechnologyEMEEMCOR Group$20,658,109$784,688 ▼-3.7%38,6213.4%ConstructionAAPLApple$20,550,688$824,169 ▼-3.9%100,1643.4%Computer and TechnologyAXPAmerican Express$20,079,684$931,736 ▼-4.4%62,9503.3%FinanceRTXRTX$17,024,528$606,277 ▼-3.4%116,5902.8%AerospaceGOOGAlphabet$15,352,999$625,125 ▼-3.9%86,5492.5%Computer and TechnologyTJXTJX Companies$13,118,474$328,360 ▼-2.4%106,2312.2%Retail/WholesaleDEDeere & Company$12,490,109$286,683 ▼-2.2%24,4852.1%IndustrialsADPAutomatic Data Processing$12,284,248$669,148 ▼-5.2%39,6352.0%Computer and TechnologyIAUiShares Gold Trust$12,270,577$1,956,483 ▲19.0%196,7702.0%FinanceAVUVAvantis U.S. Small Cap Value ETF$12,069,245$2,320,417 ▲23.8%132,4832.0%ETFETNEaton$10,502,254$147,079 ▼-1.4%29,4191.7%IndustrialsCHDChurch & Dwight$10,411,851$470,841 ▼-4.3%108,3331.7%Consumer StaplesNICENice$9,664,186$366,535 ▼-3.7%57,2151.6%Computer and TechnologyAMGNAmgen$9,432,866$342,313 ▼-3.5%33,7841.6%MedicalVVisa$8,693,701$458,367 ▼-5.0%24,4861.4%Business ServicesFFIVF5$8,631,720$662,213 ▼-7.1%29,3281.4%Computer and TechnologyRELXRelx$8,365,634$272,297 ▼-3.2%153,9501.4%Computer and TechnologyJPMJPMorgan Chase & Co.$8,354,594$328,177 ▼-3.8%28,8181.4%FinanceIBMInternational Business Machines$8,013,737$117,325 ▼-1.4%27,1851.3%Computer and TechnologyHUBBHubbell$7,903,772$375,320 ▼-4.5%19,3531.3%IndustrialsDHRDanaher$7,656,783$592,195 ▼-7.2%38,6981.3%MedicalACNAccenture$7,470,336$472,239 ▼-5.9%24,9941.2%Computer and TechnologyCSCOCisco Systems$7,280,825$349,884 ▼-4.6%104,9411.2%Computer and TechnologyADBEAdobe$7,151,864$588,831 ▼-7.6%18,4861.2%Computer and TechnologyNEENextEra Energy$7,047,597$152,030 ▼-2.1%101,5211.2%UtilitiesMAINMain Street Capital$6,773,714$223,399 ▼-3.2%114,6141.1%FinanceLFUSLittelfuse$6,666,971$506,740 ▼-7.1%29,4051.1%Computer and TechnologyWMTWalmart$6,426,936$88,295 ▼-1.4%65,7291.1%Retail/WholesaleULUnilever$6,305,514$386,900 ▼-5.8%103,0821.0%Consumer StaplesROPRoper Technologies$6,242,751$331,609 ▼-5.0%11,0131.0%Computer and TechnologyWSMWilliams-Sonoma$6,239,017$3,240,649 ▼-34.2%38,1891.0%Retail/WholesaleJNJJohnson & Johnson$6,147,651$376,533 ▼-5.8%40,2461.0%MedicalMGRCMcGrath RentCorp$5,972,854$325,383 ▼-5.2%51,5081.0%FinanceCMICummins$5,856,719$272,482 ▼-4.4%17,8831.0%Auto/Tires/TrucksDELLDell Technologies$5,779,732$5,476,420 ▲1,805.5%47,1431.0%Computer and TechnologyWSOWatsco$5,749,685$115,700 ▼-2.0%13,0200.9%ConstructionBRBroadridge Financial Solutions$5,538,455$139,028 ▼-2.4%22,7070.9%Computer and TechnologyWMWaste Management$5,445,726$3,326,151 ▼-37.9%23,7990.9%Business ServicesVZVerizon Communications$5,367,640$85,025 ▼-1.6%124,0500.9%Computer and TechnologyBDXBecton, Dickinson and Company$5,252,802$245,630 ▼-4.5%30,4950.9%MedicalNVDANVIDIA$5,048,916$347,602 ▼-6.4%31,9550.8%Computer and TechnologyWTRGEssential Utilities$4,866,279$99,275 ▼-2.0%131,0250.8%UtilitiesPAYXPaychex$4,589,572$254,992 ▼-5.3%31,5520.8%Computer and TechnologyBROOKFIELD INFRASTRUCTURE CO$4,551,034$64,605 ▼-1.4%109,4000.7%COM SUB VTG ACLColgate-Palmolive$4,420,343$203,069 ▼-4.4%48,6290.7%Consumer StaplesSPYSPDR S&P 500 ETF Trust$4,404,630$111,525 ▼-2.5%7,1090.7%FinanceTXNTexas Instruments$4,334,755$95,299 ▼-2.2%20,8780.7%Computer and TechnologyPFEPfizer$4,176,990$79,459 ▼-1.9%172,3180.7%MedicalMDTMedtronic$4,163,304$54,134 ▼-1.3%47,3750.7%MedicalGPCGenuine Parts$4,103,882$175,674 ▼-4.1%33,5460.7%Retail/WholesalePOOLPool$4,046,716$186,552 ▼-4.4%13,8830.7%Consumer DiscretionaryLLYEli Lilly and Company$3,945,324$14,812 ▼-0.4%5,0610.6%MedicalEXPEagle Materials$3,800,112$150,353 ▼-3.8%18,7790.6%ConstructionNKENIKE$3,721,520$262,751 ▼-6.6%52,0940.6%Consumer DiscretionaryVITLVital Farms$3,579,818$3,579,818 ▲New Holding92,9340.6%Consumer StaplesCOOPER COS INC$3,464,425$205,225 ▼-5.6%48,6850.6%COMHSYHershey$3,415,175$42,150 ▼-1.2%20,5800.6%Consumer StaplesEOGEOG Resources$3,389,456$99,394 ▼-2.8%28,3380.6%EnergyBRK.BBerkshire Hathaway$2,625,587$4,858 ▲0.2%5,4050.4%FinanceRIORio Tinto$2,451,243$137,716 ▼-5.3%42,0240.4%Basic MaterialsSPGIS&P Global$2,007,9200.0%3,8080.3%FinanceVOOVanguard S&P 500 ETF$1,615,311$11,395 ▼-0.7%2,8350.3%ETFGWWW.W. Grainger$1,431,3700.0%1,3760.2%IndustrialsTRUST FOR PROFESSIONAL MANAG$1,336,043$16,888 ▼-1.2%50,3940.2%JENSEN QUALITYABTAbbott Laboratories$1,327,532$13,192 ▼-1.0%9,7610.2%MedicalUNPUnion Pacific$1,183,7620.0%5,1450.2%TransportationABBVAbbVie$1,138,412$2,227 ▼-0.2%6,1330.2%MedicalMMCMarsh & McLennan Companies$1,110,454$20,770 ▼-1.8%5,0790.2%FinanceIWFiShares Russell 1000 Growth ETF$969,741$2,547 ▲0.3%2,2840.2%ETFAMZNAmazon.com$964,585$4,168 ▲0.4%4,3970.2%Retail/WholesaleAMDAdvanced Micro Devices$946,189$141,900 ▼-13.0%6,6680.2%Computer and TechnologyKOCocaCola$939,207$3,492 ▼-0.4%13,1800.2%Consumer StaplesPGProcter & Gamble$924,4520.0%5,8020.2%Consumer StaplesPEPPepsiCo$869,161$13,203 ▼-1.5%6,5830.1%Consumer StaplesLOWLowe's Companies$853,9780.0%3,8490.1%Retail/WholesaleGOOGLAlphabet$844,812$53,396 ▼-5.9%4,7940.1%Computer and TechnologyGLDSPDR Gold Shares$830,357$2,439 ▲0.3%2,7240.1%FinanceMRKMerck & Co., Inc.$811,696$640 ▲0.1%10,1500.1%MedicalPMPhilip Morris International$810,004$3,853 ▼-0.5%4,4150.1%Consumer StaplesTYLTyler Technologies$806,8550.0%1,3610.1%Computer and TechnologyITWIllinois Tool Works$785,5530.0%3,1580.1%IndustrialsQQQInvesco QQQ$768,1530.0%1,3910.1%FinanceVTVVanguard Value ETF$716,8560.0%4,0340.1%ETFXOMExxon Mobil$713,636$6,791 ▲1.0%6,6200.1%EnergyIVViShares Core S&P 500 ETF$662,5000.0%1,0670.1%ETFPBHCPathfinder Bancorp$589,5010.0%38,4290.1%FinanceMETAMeta Platforms$543,5470.0%7360.1%Computer and TechnologyUNHUnitedHealth Group$521,185$20,897 ▲4.2%1,6710.1%MedicalAVGOBroadcom$519,1590.0%1,8830.1%Computer and TechnologyVGTVanguard Information Technology ETF$509,3990.0%7680.1%ETFVIGVanguard Dividend Appreciation ETF$508,9200.0%2,4760.1%ETFMCDMcDonald's$502,2400.0%1,7190.1%Retail/WholesaleFICOFair Isaac$491,7210.0%2690.1%Computer and TechnologyLMTLockheed Martin$475,6450.0%1,0270.1%AerospaceMCHPMicrochip Technology$471,057$28,148 ▼-5.6%6,6940.1%Computer and TechnologyMMM3M$449,2600.0%2,9510.1%Multi-Sector ConglomeratesCICigna Group$416,8610.0%1,2610.1%MedicalShowing largest 100 holdings. 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