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%Computer and TechnologyAAPLApple$29,027,453$90,859 â–¼-0.3%100,3164.1%Computer and TechnologyEMEEMCOR Group$25,228,146$830 â–²0.0%30,4003.6%ConstructionRTXRTX$21,630,005$356,883 â–¼-1.6%114,0043.0%AerospaceAXPAmerican 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%Computer and TechnologyMSFTMicrosoft$20,344,066$355,114 â–¼-1.7%54,5392.9%Computer and 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%Retail/WholesaleIAUiShares Gold Trust$15,543,929$41,832 â–²0.3%205,8532.2%FinanceDEDeere & 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%Computer and TechnologyCMICummins$12,915,400$219,667 â–²1.7%18,1091.8%Auto/Tires/TrucksETNEaton$12,531,720$9,375 â–²0.1%29,4091.8%IndustrialsCSCOCisco Systems$12,338,508$2,584 â–²0.0%105,0441.7%Computer and 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%MedicalJNJJohnson & Johnson$10,626,761$77,206 â–¼-0.7%41,8431.5%MedicalHUBBHubbell$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%Retail/WholesaleADPAutomatic Data Processing$8,820,295$181,871 â–¼-2.0%39,0891.2%Computer and TechnologyCLColgate-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%Business ServicesAJGArthur 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%Computer and TechnologyIBMInternational Business Machines$7,557,495$7,874 â–²0.1%26,8751.1%Computer and 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%MedicalASMLASML$7,075,917$6,282,189 â–²791.5%3,5571.0%Computer and TechnologyEXPEagle Materials$6,734,577$168,714 â–¼-2.4%29,8980.9%ConstructionTXNTexas Instruments$6,295,141$31,595 â–²0.5%21,1200.9%Computer and TechnologyMGRCMcGrath RentCorp$6,108,944$46,233 â–¼-0.8%50,4750.9%FinanceMAINMain 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%MedicalWMWaste Management$5,400,884$4,903 â–²0.1%24,2320.8%Business ServicesROPER 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%ConstructionSPYSPDR S&P 500 ETF Trust$5,322,0950.0%7,1090.7%FinanceVZVerizon Communications$5,286,135$45,981 â–²0.9%124,8500.7%Computer and TechnologyCRMSalesforce$5,186,865$71,481 â–¼-1.4%33,0160.7%Computer and 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%Computer and TechnologyBROOKFIELD 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%MedicalRIORio Tinto$3,911,245$3,228 â–²0.1%41,2010.6%Basic MaterialsGPCGenuine Parts$3,844,074$128,223 â–¼-3.2%32,2880.5%Retail/WholesaleBRK.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%MedicalEOGEOG 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%Computer and 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%Computer and TechnologyBRBroadridge Financial Solutions$3,111,836$68,686 â–¼-2.2%22,5620.4%Computer and TechnologyPAYXPaychex$2,999,189$60,178 â–¼-2.0%30,5010.4%Computer and TechnologyAMDAdvanced Micro Devices$2,831,936$460,662 â–¼-14.0%4,8750.4%Computer and 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%Computer and TechnologyGOOGLAlphabet$1,743,253$13,580 â–¼-0.8%4,8780.2%Computer and TechnologyGWWW.W. Grainger$1,735,8700.0%1,2760.2%IndustrialsABBVAbbVie$1,548,8340.0%6,1550.2%MedicalSPGIS&P Global$1,547,588$3,258 â–¼-0.2%3,8000.2%FinanceMRKMerck & Co., Inc.$1,511,6920.0%11,6870.2%MedicalUNPUnion Pacific$1,428,8160.0%5,2530.2%TransportationTRUST 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%Retail/WholesaleQQQInvesco QQQ$1,025,4640.0%1,3910.1%FinanceGLWCorning$950,731$29,375 â–²3.2%3,7220.1%Computer and TechnologyINTCIntel$950,6010.0%6,8080.1%Computer and 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%MedicalLAM 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%Computer and 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%FinanceLOWLowe's Companies$834,9960.0%3,7870.1%Retail/WholesaleVTVVanguard 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%Computer and TechnologyPBHCPathfinder Bancorp$610,2530.0%38,4290.1%FinanceMETAMeta Platforms$606,2240.0%1,0760.1%Computer and TechnologyMCHPMicrochip Technology$605,659$5,016 â–¼-0.8%6,6410.1%Computer and TechnologyUNHUnitedHealth Group$605,5730.0%1,4570.1%MedicalShowing largest 100 holdings. 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