Hamilton Point Investment Advisors, LLC Top Holdings and 13F Report (2026) About Hamilton Point Investment Advisors, LLCInvestment ActivityHamilton Point Investment Advisors, LLC has $710.15 million in total holdings as of June 30, 2026.Hamilton Point Investment Advisors, LLC owns shares of 192 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 2.52% of the portfolio was sold this quarter.This quarter, Hamilton Point Investment Advisors, LLC has purchased 185 new stocks and bought additional shares in 35 stocks.Hamilton Point Investment Advisors, LLC sold shares of 59 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Total International Bond ETF $44,523,984Berkshire Hathaway $42,684,450Alphabet $30,299,698Apple $29,027,453EMCOR Group $25,228,146 Largest New Holdings this Quarter 504922105 - LABCORP HOLDINGS INC $4,955,123 Holding573874104 - Marvell Technology $558,246 Holding22788C105 - CrowdStrike $360,971 Holding482480100 - KLA $331,157 Holding34959E109 - Fortinet $285,580 Holding Largest Purchases this Quarter ASML 3,158 shares (about $6.28M)LABCORP HOLDINGS INC 17,697 shares (about $4.96M)Vanguard Total International Bond ETF 23,712 shares (about $1.15M)iShares Russell 1000 Growth ETF 7,635 shares (about $948.04K)Berkshire Hathaway 1,498 shares (about $749.58K) Largest Sales this Quarter Berkshire Hathaway 6 shares (about $4.49M)Advanced Micro Devices 793 shares (about $460.66K)RTX 1,881 shares (about $356.88K)Microsoft 952 shares (about $355.11K)Church & Dwight 2,538 shares (about $245.88K) 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 PortfolioSectorBNDXVanguard Total International Bond ETF$44,523,984$1,148,372 â–²2.6%919,3476.3%ETFBRK.ABerkshire Hathaway$42,684,450$4,493,100 â–¼-9.5%576.0%FinanceGOOGAlphabet$30,299,698$113,772 â–¼-0.4%85,7554.3%Communication ServicesAAPLApple$29,027,453$90,859 â–¼-0.3%100,3164.1%TechnologyEMEEMCOR Group$25,228,146$830 â–²0.0%30,4003.6%IndustrialsRTXRTX$21,630,005$356,883 â–¼-1.6%114,0043.0%IndustrialsAXPAmerican Express$20,972,209$30,443 â–¼-0.1%62,0023.0%FinanceDELLDell Technologies$20,684,439$19,847 â–²0.1%47,9412.9%TechnologyMSFTMicrosoft$20,344,066$355,114 â–¼-1.7%54,5392.9%TechnologyAVUVAvantis U.S. Small Cap Value ETF$17,679,986$199,741 â–²1.1%141,7122.5%ETFTJXTJX Companies$15,907,893$107,565 â–¼-0.7%105,0032.2%Consumer DiscretionaryIAUiShares Gold Trust$15,543,929$41,832 â–²0.3%205,8532.2%ETFDEDeere & Company$15,399,826$58,509 â–¼-0.4%24,2152.2%IndustrialsLFUSLittelfuse$13,202,509$9,107 â–²0.1%28,9951.9%TechnologyCMICummins$12,915,400$219,667 â–²1.7%18,1091.8%IndustrialsETNEaton$12,531,720$9,375 â–²0.1%29,4091.8%IndustrialsCSCOCisco Systems$12,338,508$2,584 â–²0.0%105,0441.7%TechnologyAVEMAvantis Emerging Markets Equity ETF$12,294,275$717,403 â–²6.2%127,4151.7%ETFAMGNAmgen$11,992,048$126,381 â–¼-1.0%33,1161.7%HealthcareJNJJohnson & Johnson$10,626,761$77,206 â–¼-0.7%41,8431.5%HealthcareHUBBHubbell$10,161,954$72,200 â–²0.7%19,4231.4%IndustrialsCHDChurch & Dwight$10,083,653$245,881 â–¼-2.4%104,0841.4%Consumer StaplesJPMJPMorgan Chase & Co.$9,510,085$23,240 â–²0.2%29,0541.3%FinanceNEENextEra Energy$9,141,828$192,040 â–²2.1%104,1571.3%UtilitiesWSMWilliams-Sonoma$8,991,353$101,865 â–²1.1%38,5731.3%Consumer DiscretionaryADPAutomatic Data Processing$8,820,295$181,871 â–¼-2.0%39,0891.2%IndustrialsCLColgate-Palmolive$8,421,926$106,166 â–¼-1.2%91,8621.2%Consumer StaplesVVisa$8,341,636$26,761 â–¼-0.3%24,3131.2%FinanceAJGArthur J. Gallagher & Co.$7,795,016$77,824 â–¼-1.0%33,9551.1%FinanceNVDANVIDIA$7,742,902$12,806 â–¼-0.2%38,6971.1%TechnologyIBMInternational Business Machines$7,557,495$7,874 â–²0.1%26,8751.1%TechnologyWALMART INC$7,375,047$38,282 â–²0.5%65,1161.0%COMDHRDanaher$7,207,271$153,277 â–¼-2.1%37,7581.0%HealthcareASMLASML$7,075,917$6,282,189 â–²791.5%3,5571.0%TechnologyEXPEagle Materials$6,734,577$168,714 â–¼-2.4%29,8980.9%MaterialsTXNTexas Instruments$6,295,141$31,595 â–²0.5%21,1200.9%TechnologyMGRCMcGrath RentCorp$6,108,944$46,233 â–¼-0.8%50,4750.9%IndustrialsMAINMain Street Capital$5,899,038$3,632 â–²0.1%113,7050.8%FinanceLLYEli Lilly and Company$5,773,377$158,339 â–¼-2.7%4,8130.8%HealthcareWMWaste Management$5,400,884$4,903 â–²0.1%24,2320.8%IndustrialsROPER TECHNOLOGIES INC$5,343,969$99,489 â–¼-1.8%15,7920.8%COMUNILEVER PLC$5,339,110$117,053 â–¼-2.1%88,8080.8%SPON ADR NEWWSOWatsco$5,322,425$74,594 â–¼-1.4%12,7720.7%IndustrialsSPYSPDR S&P 500 ETF Trust$5,322,0950.0%7,1090.7%ETFVZVerizon Communications$5,286,135$45,981 â–²0.9%124,8500.7%Communication ServicesCRMSalesforce$5,186,865$71,481 â–¼-1.4%33,0160.7%TechnologyWTRGEssential Utilities$5,013,062$47,313 â–¼-0.9%130,8550.7%UtilitiesLABCORP HOLDINGS INC$4,955,123$4,955,123 â–²New Holding17,6970.7%COM SHSRELXRelx$4,923,916$34,552 â–¼-0.7%155,4760.7%IndustrialsBROOKFIELD INFRASTRUCTURE CO$4,369,786$5,467 â–²0.1%113,5010.6%COM SUB VTG APFEPfizer$4,041,933$19,649 â–¼-0.5%167,8540.6%HealthcareRIORio Tinto$3,911,245$3,228 â–²0.1%41,2010.6%MaterialsGPCGenuine Parts$3,844,074$128,223 â–¼-3.2%32,2880.5%Consumer DiscretionaryBRK.BBerkshire Hathaway$3,723,902$749,584 â–²25.2%7,4420.5%FinanceMDTMedtronic$3,706,314$79,424 â–¼-2.1%46,9450.5%HealthcareEOGEOG Resources$3,679,006$10,768 â–¼-0.3%28,3590.5%EnergyADBEAdobe$3,657,557$91,849 â–¼-2.4%17,8400.5%TechnologyHSYHershey$3,616,201$21,405 â–¼-0.6%20,6110.5%Consumer StaplesACNAccenture$3,277,697$23,892 â–¼-0.7%26,3400.5%TechnologyBRBroadridge Financial Solutions$3,111,836$68,686 â–¼-2.2%22,5620.4%IndustrialsPAYXPaychex$2,999,189$60,178 â–¼-2.0%30,5010.4%IndustrialsAMDAdvanced Micro Devices$2,831,936$460,662 â–¼-14.0%4,8750.4%TechnologyVOOVanguard S&P 500 ETF$2,059,743$167,582 â–²8.9%2,9990.3%ETFSTXSeagate Technology$1,880,296$241,435 â–¼-11.4%1,9470.3%TechnologyGOOGLAlphabet$1,743,253$13,580 â–¼-0.8%4,8780.2%Communication ServicesGWWW.W. Grainger$1,735,8700.0%1,2760.2%IndustrialsABBVAbbVie$1,548,8340.0%6,1550.2%HealthcareSPGIS&P Global$1,547,588$3,258 â–¼-0.2%3,8000.2%FinanceMRKMerck & Co., Inc.$1,511,6920.0%11,6870.2%HealthcareUNPUnion Pacific$1,428,8160.0%5,2530.2%IndustrialsTRUST FOR PROFESSIONAL MANAG$1,392,124$72,492 â–¼-4.9%51,3320.2%JENSEN QUALITYIWFiShares Russell 1000 Growth ETF$1,264,052$948,039 â–²300.0%10,1800.2%ETFXOMExxonMobil$1,177,159$13,672 â–²1.2%8,6100.2%EnergyKOCocaCola$1,165,6500.0%14,2500.2%Consumer StaplesVITLVital Farms$1,163,0000.0%100,0000.2%Consumer StaplesAMZNAmazon.com$1,132,168$29,079 â–¼-2.5%4,7500.2%Consumer DiscretionaryQQQInvesco QQQ$1,025,4640.0%1,3910.1%ETFGLWCorning$950,731$29,375 â–²3.2%3,7220.1%TechnologyINTCIntel$950,6010.0%6,8080.1%TechnologyIVViShares Core S&P 500 ETF$909,9010.0%1,2150.1%ETFPEPPepsiCo$906,8690.0%6,6980.1%Consumer StaplesPGProcter & Gamble$885,923$3,080 â–¼-0.3%6,0410.1%Consumer StaplesABTAbbott Laboratories$884,833$8,984 â–¼-1.0%9,7510.1%HealthcareLAM RESEARCH CORP$875,8520.0%2,0200.1%COM NEWITWIllinois Tool Works$865,2140.0%3,1800.1%IndustrialsMUMicron Technology$863,4090.0%7480.1%TechnologyMARSH & MCLENNAN COS INC$854,327$1,667 â–¼-0.2%5,1260.1%COMGLDSPDR Gold Shares$846,906$25,050 â–¼-2.9%2,2990.1%ETFLOWLowe's Companies$834,9960.0%3,7870.1%Consumer DiscretionaryVTVVanguard Value ETF$822,0320.0%3,7720.1%ETFVGTVanguard Information Technology ETF$734,331$642,540 â–²700.0%6,1440.1%ETFSCHBSchwab US Broad Market ETF$725,9400.0%25,0670.1%ETFPMPhilip Morris International$669,7090.0%3,6720.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$645,0260.0%2,7260.1%ETFIWDiShares Russell 1000 Value ETF$617,4690.0%2,5470.1%ETFAVGOBroadcom$615,206$24,548 â–²4.2%1,6290.1%TechnologyPBHCPathfinder Bancorp$610,2530.0%38,4290.1%FinanceMETAMeta Platforms$606,2240.0%1,0760.1%Communication ServicesMCHPMicrochip Technology$605,659$5,016 â–¼-0.8%6,6410.1%TechnologyUNHUnitedHealth Group$605,5730.0%1,4570.1%HealthcareShowing largest 100 holdings. 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