Hamilton Point Investment Advisors, LLC Top Holdings and 13F Report (2026) About Hamilton Point Investment Advisors, LLCInvestment ActivityHamilton Point Investment Advisors, LLC has $649.27 million in total holdings as of March 31, 2026.Hamilton Point Investment Advisors, LLC owns shares of 185 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.51% of the portfolio was purchased this quarter.About 2.70% of the portfolio was sold this quarter.This quarter, Hamilton Point Investment Advisors, LLC has purchased 189 new stocks and bought additional shares in 20 stocks.Hamilton Point Investment Advisors, LLC sold shares of 78 stocks and completely divested from 12 stocks this quarter.Largest Holdings Berkshire Hathaway $45,242,820Vanguard Total International Bond ETF $43,035,238Apple $25,538,895Alphabet $24,691,954EMCOR Group $22,443,700 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $9,667,990 Holding363576109 - Arthur J. Gallagher & Co. $7,427,363 Holding038222105 - Applied Materials $252,583 Holding74762E102 - Quanta Services $236,628 Holding874039100 - Taiwan Semiconductor Manufacturing $214,133 Holding Largest Purchases this Quarter Avantis Emerging Markets Equity ETF 119,980 shares (about $9.67M)Arthur J. Gallagher & Co. 34,294 shares (about $7.43M)Vanguard Total International Bond ETF 24,243 shares (about $1.16M)Johnson & Johnson 2,657 shares (about $649.47K)Eagle Materials 2,851 shares (about $540.84K) Largest Sales this Quarter EMCOR Group 8,468 shares (about $6.25M)Berkshire Hathaway 1 shares (about $718.14K)NVIDIA 1,714 shares (about $298.94K)American Express 657 shares (about $198.73K)WALMART INC 1,441 shares (about $179.44K) 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$45,242,820$718,140 ▼-1.6%637.0%FinanceBNDXVanguard Total International Bond ETF$43,035,238$1,164,876 ▲2.8%895,6356.6%ETFAAPLApple$25,538,895$122,834 ▼-0.5%100,6303.9%Computer and TechnologyGOOGAlphabet$24,691,954$160,928 ▼-0.6%86,0773.8%Computer and TechnologyEMEEMCOR Group$22,443,700$6,251,957 ▼-21.8%30,3993.5%ConstructionRTXRTX$22,354,243$87,191 ▼-0.4%115,8853.4%AerospaceMSFTMicrosoft$20,541,217$44,791 ▼-0.2%55,4913.2%Computer and TechnologyAXPAmerican Express$18,781,584$198,729 ▼-1.0%62,0922.9%FinanceIAUiShares Gold Trust$18,099,123$149,960 ▲0.8%205,2992.8%FinanceTJXTJX Companies$16,882,301$115,622 ▼-0.7%105,7132.6%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$15,478,116$179,514 ▲1.2%140,1112.4%ETFDEDeere & Company$13,731,728$172,303 ▼-1.2%24,3072.1%IndustrialsAMGNAmgen$11,774,740$76,352 ▼-0.6%33,4651.8%MedicalETNEaton$10,510,812$105,870 ▼-1.0%29,3871.6%IndustrialsJNJJohnson & Johnson$10,302,311$649,471 ▲6.7%42,1471.6%MedicalCHDChurch & Dwight$9,949,961$102,559 ▼-1.0%106,6221.5%Consumer StaplesLFUSLittelfuse$9,832,827$62,102 ▼-0.6%28,9751.5%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$9,667,990$9,667,990 ▲New Holding119,9801.5%ETFCMICummins$9,577,203$108,141 ▼-1.1%17,8011.5%Auto/Tires/TrucksNEENextEra Energy$9,470,847$25,356 ▼-0.3%101,9691.5%UtilitiesHUBBHubbell$9,463,771$105,507 ▼-1.1%19,2851.5%IndustrialsJPMJPMorgan Chase & Co.$8,525,495$80,598 ▼-0.9%28,9831.3%FinanceADPAutomatic Data Processing$8,173,598$44,458 ▼-0.5%39,8951.3%Computer and TechnologyCSCOCisco Systems$8,148,683$25,993 ▼-0.3%105,0221.3%Computer and TechnologyWALMART INC$8,066,635$179,444 ▼-2.2%64,7781.2%COMCLColgate-Palmolive$7,928,082$55,740 ▼-0.7%93,0201.2%Consumer StaplesDELLDell Technologies$7,860,936$18,875 ▲0.2%47,8951.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$7,427,363$7,427,363 ▲New Holding34,2941.1%FinanceVVisa$7,372,009$49,870 ▼-0.7%24,3911.1%Business ServicesDHRDanaher$7,326,625$12,540 ▼-0.2%38,5611.1%MedicalWSMWilliams-Sonoma$6,953,327$38,289 ▼-0.5%38,1361.1%Retail/WholesaleNVDANVIDIA$6,760,337$298,940 ▼-4.2%38,7611.0%Computer and TechnologyIBMInternational Business Machines$6,507,424$34,662 ▼-0.5%26,8471.0%Computer and TechnologyCRMSalesforce$6,248,105$11,760 ▲0.2%33,4711.0%Computer and TechnologyVZVerizon Communications$6,212,937$19,377 ▼-0.3%123,7641.0%Computer and TechnologyMAINMain Street Capital$6,018,132$19,595 ▼-0.3%113,6350.9%FinanceEXPEagle Materials$5,813,780$540,839 ▲10.3%30,6470.9%ConstructionROPER TECHNOLOGIES INC$5,692,304$18,755 ▲0.3%16,0860.9%COMMGRCMcGrath RentCorp$5,608,469$37,715 ▼-0.7%50,8570.9%FinanceWMWaste Management$5,563,273$1,609 ▲0.0%24,2100.9%Business ServicesWTRGEssential Utilities$5,319,271$28,108 ▼-0.5%132,0900.8%UtilitiesACNAccenture$5,261,117$465,989 ▲9.7%26,5320.8%Computer and TechnologyUNILEVER PLC$5,220,835$36,357 ▼-0.7%90,7550.8%SPON ADR NEWRELXRelx$5,190,187$6,564 ▼-0.1%156,5670.8%Computer and TechnologyPFEPfizer$4,736,264$294,476 ▲6.6%168,6700.7%MedicalWSOWatsco$4,711,400$16,370 ▼-0.3%12,9510.7%ConstructionBDXBecton, Dickinson and Company$4,678,035$245,906 ▲5.5%29,7530.7%MedicalSPYSPDR S&P 500 ETF Trust$4,635,8460.0%7,1090.7%FinanceLLYEli Lilly and Company$4,548,662$80,027 ▼-1.7%4,9450.7%MedicalBROOKFIELD INFRASTRUCTURE CO$4,479,946$12,370 ▲0.3%113,3590.7%COM SUB VTG AADBEAdobe$4,445,447$729 ▼0.0%18,2880.7%Computer and TechnologyHSYHershey$4,310,185$1,455 ▼0.0%20,7330.7%Consumer StaplesMDTMedtronic$4,189,006$1,922 ▼0.0%47,9510.6%MedicalEOGEOG Resources$4,111,852$21,396 ▼-0.5%28,4420.6%EnergyTXNTexas Instruments$4,079,595$6,212 ▼-0.2%21,0140.6%Computer and TechnologyRIORio Tinto$3,945,307$9,488 ▼-0.2%41,1670.6%Basic MaterialsBRBroadridge Financial Solutions$3,769,153$14,384 ▼-0.4%23,0600.6%Computer and TechnologyGPCGenuine Parts$3,563,879$32,579 ▼-0.9%33,3650.5%Retail/WholesaleNKENIKE$3,165,223$449,681 ▲16.6%59,4640.5%Consumer DiscretionaryPAYXPaychex$2,866,153$368 ▲0.0%31,1130.4%Computer and TechnologyBRK.BBerkshire Hathaway$2,848,365$234,808 ▲9.0%5,9440.4%FinanceVOOVanguard S&P 500 ETF$1,646,250$23,902 ▼-1.4%2,7550.3%ETFSPGIS&P Global$1,619,6950.0%3,8080.2%FinanceXOMExxonMobil$1,443,807$2,036 ▼-0.1%8,5100.2%EnergyMRKMerck & Co., Inc.$1,415,7910.0%11,6870.2%MedicalGOOGLAlphabet$1,413,647$6,326 ▼-0.4%4,9160.2%Computer and TechnologyVITLVital Farms$1,412,0000.0%100,0000.2%Consumer StaplesGWWW.W. Grainger$1,391,8740.0%1,2760.2%IndustrialsABBVAbbVie$1,338,674$13,702 ▼-1.0%6,1550.2%MedicalTRUST FOR PROFESSIONAL MANAG$1,313,128$36,156 ▲2.8%54,0050.2%JENSEN QUALITYUNPUnion Pacific$1,274,4830.0%5,2530.2%TransportationAMDAdvanced Micro Devices$1,153,041$47,806 ▼-4.0%5,6680.2%Computer and TechnologyKOCocaCola$1,091,2650.0%14,2500.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$1,085,189$12,792 ▲1.2%2,5450.2%ETFPEPPepsiCo$1,040,157$15,840 ▼-1.5%6,6980.2%Consumer StaplesGLDSPDR Gold Shares$1,018,4960.0%2,3670.2%FinanceAMZNAmazon.com$1,014,5870.0%4,8720.2%Retail/WholesaleABTAbbott Laboratories$1,011,321$12,423 ▼-1.2%9,8500.2%MedicalLOWLowe's Companies$894,792$15,594 ▼-1.7%3,7870.1%Retail/WholesaleMARSH & MCLENNAN COS INC$890,919$3,816 ▼-0.4%5,1360.1%COMPGProcter & Gamble$875,657$9,823 ▼-1.1%6,0620.1%Consumer StaplesSTXSeagate Technology$862,323$93,808 ▼-9.8%2,1970.1%Computer and TechnologyITWIllinois Tool Works$832,842$10,214 ▼-1.2%3,1800.1%IndustrialsQQQInvesco QQQ$802,8570.0%1,3910.1%FinanceIVViShares Core S&P 500 ETF$793,6500.0%1,2150.1%ETFVTVVanguard Value ETF$740,0660.0%3,7720.1%ETFLMTLockheed Martin$684,774$12,692 ▼-1.8%1,1330.1%AerospaceSCHBSchwab US Broad Market ETF$629,1820.0%25,0670.1%ETFMETAMeta Platforms$615,738$60,658 ▼-9.0%1,0760.1%Computer and TechnologyPMPhilip Morris International$612,5350.0%3,6720.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$586,2540.0%2,7260.1%ETFIWDiShares Russell 1000 Value ETF$544,217$4,273 ▲0.8%2,5470.1%ETFVGTVanguard Information Technology ETF$535,8490.0%7680.1%ETFMCDMcDonald's$534,862$9,013 ▼-1.7%1,7210.1%Retail/WholesaleASMLASML$526,665$5,280 ▼-1.0%3990.1%Computer and TechnologyTYLTyler Technologies$492,000$26,021 ▲5.6%1,4370.1%Computer and TechnologyGLWCorning$490,4550.0%3,6070.1%Computer and TechnologyPBHCPathfinder Bancorp$490,3540.0%38,4290.1%FinanceAVGOBroadcom$484,033$112,962 ▼-18.9%1,5640.1%Computer and TechnologyCOSTCostco Wholesale$455,8550.0%4570.1%Retail/WholesaleShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
