Hamilton Point Investment Advisors, LLC Top Holdings and 13F Report (2025) About Hamilton Point Investment Advisors, LLCInvestment ActivityHamilton Point Investment Advisors, LLC has $556.09 million in total holdings as of March 31, 2025.Hamilton Point Investment Advisors, LLC owns shares of 155 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 3.40% 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 160 new stocks and bought additional shares in 58 stocks.Hamilton Point Investment Advisors, LLC sold shares of 37 stocks and completely divested from 14 stocks this quarter.Largest Holdings Berkshire Hathaway $55,092,470Apple $23,141,742Microsoft $20,703,168American Express $17,722,707RTX $15,993,434 Largest New Holdings this Quarter G5960L103 - Medtronic $4,346,075 Holding47103U845 - Janus Henderson AAA CLO ETF $535,244 Holding67103H107 - O'Reilly Automotive $240,673 Holding58155Q103 - McKesson $202,784 Holding922908769 - Vanguard Total Stock Market ETF $45,898 Holding Largest Purchases this Quarter NICE 29,221 shares (about $4.51M)Medtronic 47,991 shares (about $4.35M)Verizon Communications 63,302 shares (about $2.87M)iShares Gold Trust 34,843 shares (about $2.05M)Pfizer 27,431 shares (about $695.10K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 20,580 shares (about $11.55M)Texas Instruments 21,069 shares (about $3.79M)EMCOR Group 9,594 shares (about $3.55M)Walmart 25,856 shares (about $2.28M)Microsoft 204 shares (about $76.58K) 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$55,092,4700.0%699.9%FinanceAAPLApple$23,141,742$65,751 ▲0.3%104,1814.2%Computer and TechnologyMSFTMicrosoft$20,703,168$76,580 ▼-0.4%55,1513.7%Computer and TechnologyAXPAmerican Express$17,722,707$65,649 ▲0.4%65,8713.2%FinanceRTXRTX$15,993,434$9,934 ▲0.1%120,7422.9%AerospaceEMEEMCOR Group$14,817,801$3,546,248 ▼-19.3%40,0882.7%ConstructionGOOGAlphabet$14,072,151$5,156 ▲0.0%90,0732.5%Computer and TechnologyTJXTJX Companies$13,262,756$4,994 ▼0.0%108,8902.4%Retail/WholesaleADPAutomatic Data Processing$12,833,825$48,211 ▼-0.4%41,7942.3%Business ServicesCHDChurch & Dwight$12,465,736$9,688 ▼-0.1%113,2322.2%Consumer StaplesDEDeere & Company$11,796,395$3,768 ▲0.0%25,0472.1%IndustrialsAMGNAmgen$10,907,483$63,557 ▼-0.6%35,0102.0%MedicalIAUiShares Gold Trust$9,751,748$2,054,343 ▲26.7%165,3961.8%FinanceAVUVAvantis U.S. Small Cap Value ETF$9,328,209$130,842 ▲1.4%107,0121.7%ETFWSMWilliams-Sonoma$9,173,774$83,793 ▲0.9%58,0251.6%Retail/WholesaleNICENICE$9,155,385$4,505,001 ▲96.9%59,3851.6%Computer and TechnologyVVisa$9,033,659$51,517 ▲0.6%25,7771.6%Business ServicesWMWaste Management$8,874,934$7,871 ▼-0.1%38,3351.6%Business ServicesDHRDanaher$8,559,982$22,175 ▼-0.3%41,6911.5%MedicalFFIVF5$8,408,186$30,887 ▼-0.4%31,5781.5%Computer and TechnologyACNAccenture$8,292,291$14,042 ▼-0.2%26,5741.5%Computer and TechnologyETNEaton$8,108,915$16,853 ▲0.2%29,8311.5%IndustrialsRELXRelx$8,013,242$18,097 ▲0.2%158,9611.4%Computer and TechnologyADBEAdobe$7,673,668$25,697 ▼-0.3%20,0081.4%Computer and TechnologyNEENextEra Energy$7,352,063$82,020 ▲1.1%103,7111.3%UtilitiesJPMJPMorgan Chase & Co.$7,346,777$15,209 ▲0.2%29,9501.3%FinanceBDXBecton, Dickinson and Company$7,311,823$67,344 ▲0.9%31,9211.3%MedicalJNJJohnson & Johnson$7,083,210$44,445 ▲0.6%42,7111.3%MedicalIBMInternational Business Machines$6,858,851$65,895 ▲1.0%27,5831.2%Computer and TechnologyROPRoper Technologies$6,837,790$12,970 ▼-0.2%11,5981.2%Computer and TechnologyCSCOCisco Systems$6,787,122$37,952 ▲0.6%109,9841.2%Computer and TechnologyWSOWatsco$6,751,442$23,382 ▲0.3%13,2821.2%ConstructionHUBBHubbell$6,708,355$23,495 ▲0.4%20,2721.2%IndustrialsMAINMain Street Capital$6,696,342$45,418 ▲0.7%118,3941.2%FinanceULUnilever$6,515,166$33,169 ▼-0.5%109,4071.2%Consumer StaplesLFUSLittelfuse$6,224,806$205,002 ▲3.4%31,6401.1%Computer and TechnologyMGRCMcGrath RentCorp$6,050,526$21,389 ▲0.4%54,3141.1%FinanceCMICummins$5,866,015$23,195 ▲0.4%18,7151.1%Auto/Tires/TrucksWMTWalmart$5,865,245$2,275,960 ▼-28.0%66,6321.1%Retail/WholesaleVZVerizon Communications$5,716,033$2,871,375 ▲100.9%126,0151.0%Computer and TechnologyBRBroadridge Financial Solutions$5,664,271$14,601 ▲0.3%23,2771.0%Business ServicesWTRGEssential Utilities$5,285,100$95,940 ▲1.8%133,6981.0%UtilitiesPAYXPaychex$5,138,269$154 ▼0.0%33,3050.9%Business ServicesCLColgate-Palmolive$4,765,889$5,528 ▲0.1%50,8630.9%Consumer StaplesPOOLPool$4,623,480$119,065 ▲2.6%14,5230.8%Consumer DiscretionaryPFEPfizer$4,449,595$695,100 ▲18.5%175,5960.8%MedicalCOOPER COS INC$4,349,845$11,556 ▼-0.3%51,5690.8%COMMDTMedtronic$4,346,075$4,346,075 ▲New Holding47,9910.8%MedicalEXPEagle Materials$4,337,407$335,492 ▲8.4%19,5220.8%ConstructionGPCGenuine Parts$4,203,760$29,682 ▲0.7%34,9820.8%Retail/WholesaleLLYEli Lilly and Company$4,195,510$826 ▲0.0%5,0800.8%MedicalSPYSPDR S&P 500 ETF Trust$4,089,584$11,546,665 ▼-73.8%7,2890.7%FinanceBROOKFIELD INFRASTRUCTURE CO$4,015,372$50,304 ▲1.3%110,9530.7%COM SUB VTG ATXNTexas Instruments$3,834,282$3,786,122 ▼-49.7%21,3370.7%Computer and TechnologyEOGEOG Resources$3,740,656$513 ▼0.0%29,1690.7%EnergyNVDANVIDIA$3,702,0590.0%34,1550.7%Computer and TechnologyHSYHershey$3,563,285$569,366 ▲19.0%20,8340.6%Consumer StaplesNKENIKE$3,562,708$101,186 ▲2.9%55,7720.6%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,873,2690.0%5,3950.5%FinanceRIORio Tinto Group$2,766,548$12,092 ▲0.4%44,3850.5%Basic MaterialsSPGIS&P Global$1,934,8450.0%3,8080.3%Business ServicesVOOVanguard S&P 500 ETF$1,467,213$41,113 ▼-2.7%2,8550.3%ETFGWWW.W. Grainger$1,359,2540.0%1,3760.2%IndustrialsABTAbbott Laboratories$1,307,690$398 ▲0.0%9,8580.2%MedicalTRUST FOR PROFESSIONAL MANAG$1,300,172$124,486 ▲10.6%51,0310.2%JENSEN QUALITYABBVAbbVie$1,287,596$2,305 ▼-0.2%6,1450.2%MedicalMMCMarsh & McLennan Companies$1,262,591$103,711 ▲8.9%5,1740.2%FinanceUNPUnion Pacific$1,215,455$2,835 ▼-0.2%5,1450.2%TransportationPEPPepsiCo$1,001,983$3,598 ▼-0.4%6,6830.2%Consumer StaplesPGProcter & Gamble$988,8590.0%5,8020.2%Consumer StaplesKOCoca-Cola$954,208$11,036 ▼-1.1%13,2290.2%Consumer StaplesMRKMerck & Co., Inc.$918,561$4,800 ▲0.5%10,1420.2%MedicalLOWLowe's Companies$897,702$7,463 ▼-0.8%3,8490.2%Retail/WholesaleUNHUnitedHealth Group$839,898$74,879 ▼-8.2%1,6040.2%MedicalAMZNAmazon.com$832,8950.0%4,3780.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$822,5630.0%2,2780.1%ETFTYLTyler Technologies$791,2720.0%1,3610.1%Computer and TechnologyGOOGLAlphabet$788,125$76,385 ▲10.7%5,0970.1%Computer and TechnologyITWIllinois Tool Works$787,9530.0%3,1580.1%IndustrialsAMDAdvanced Micro Devices$787,8100.0%7,6680.1%Computer and TechnologyGLDSPDR Gold Shares$782,588$169,138 ▲27.6%2,7160.1%FinanceXOMExxon Mobil$779,824$5,590 ▼-0.7%6,5570.1%EnergyPMPhilip Morris International$710,108$18,729 ▲2.7%4,4360.1%Consumer StaplesVTVVanguard Value ETF$696,833$65,468 ▲10.4%4,0340.1%ETFQQQInvesco QQQ$653,2630.0%1,3910.1%FinancePBHCPathfinder Bancorp$631,7730.0%38,4290.1%FinanceIVViShares Core S&P 500 ETF$599,5470.0%1,0670.1%ETFMCDMcDonald's$536,964$193,669 ▲56.4%1,7190.1%Retail/WholesaleJAAAJanus Henderson AAA CLO ETF$535,244$535,244 ▲New Holding10,5550.1%ETFFICOFair Isaac$496,0790.0%2690.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$480,3190.0%2,4760.1%ETFLMTLockheed Martin$458,771$10,274 ▼-2.2%1,0270.1%AerospaceMMM3M$433,3840.0%2,9510.1%Multi-Sector ConglomeratesMETAMeta Platforms$424,4450.0%7360.1%Computer and TechnologyVGTVanguard Information Technology ETF$416,548$10,848 ▼-2.5%7680.1%ETFCIThe Cigna Group$414,869$1,974 ▼-0.5%1,2610.1%MedicalHDHome Depot$401,951$14,290 ▼-3.4%1,0970.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$369,7340.0%1,9650.1%ETFRYNRayonier$367,542$15,696 ▲4.5%13,1830.1%ConstructionHONHoneywell International$352,1400.0%1,6630.1%Multi-Sector ConglomeratesShowing largest 100 holdings. 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