Hamilton Point Investment Advisors, LLC

CIK

1599746

Location

CHAPEL HILL, NC

Portfolio Value

Small $709,719,703

Diversification

Diversified

Filing Date

Global Rank

#3,123 / 8,793 ▼ 286 · as of Jun 2026

Top Industry

Insurance - Diversified 7.8%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

143 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.5%

−0.9 pts

Top 5

25.6%

−0.4 pts

Top 10

41.0%

−1.0 pts

HHI

251

Diversified−12

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	23.9%	$169,671,344	34
Industrials	17.8%	$126,315,511	21
Unclassified	15.6%	$111,028,040	20
Financial Services	14.6%	$103,302,033	15
Healthcare	7.6%	$53,681,495	16
Consumer Defensive	5.6%	$40,036,929	11
Communication Services	5.3%	$37,935,313	3
Consumer Cyclical	4.5%	$31,963,364	9
Utilities	2.7%	$19,120,624	5
Basic Materials	1.5%	$10,638,260	2
Energy	0.8%	$5,531,805	5
Real Estate	0.1%	$494,985	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	+23,712	919,347	$44,523,975
ACSG	American Century Small Cap Growth Insights ETF	+9,036	269,127	$29,974,262
EDV	Vanguard World Funds Extended Duration ETF	+5,376	6,144	$734,330
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,785	25,056	$4,266,275
VB	Vanguard Morningstar Small-Cap ETF	+3,384	10,838	$3,357,604
ASML	Asml Holding NV	+3,158	3,557	$7,076,437
FNDA	Schwab Fundamental U.S. Small Company ETF	+2,765	44,840	$1,326,165
NEE	Nextera Energy Inc	+2,188	104,157	$9,141,859
BRK-B	Berkshire Hathaway Inc	+1,492	7,499	$46,408,352
VZ	Verizon Communications Inc	+1,086	124,850	$5,286,149
IAU	Ishares Gold Trust	+554	205,853	$15,543,960
WSM	Williams Sonoma Inc	+437	38,573	$8,991,366
WMT	Walmart Inc.	+338	65,116	$7,375,038
CMI	Cummins Inc	+308	18,109	$12,915,519
BIPC	Brookfield Infrastructure Corp	+142	113,501	$4,369,788
HUBB	Hubbell Inc	+138	19,423	$10,162,113
GLW	Corning Inc /Ny	+115	3,722	$950,710
TXN	Texas Instruments Inc	+106	21,120	$6,295,238
XOM	ExxonMobil Holdings Corp	+100	8,610	$1,177,159
JPM	Jpmorgan Chase & Co	+71	29,054	$9,510,245
MAIN	Main Street Capital CORP	+70	113,705	$5,899,015
AVGO	Broadcom Inc.	+65	1,629	$615,354
DELL	Dell Technologies Inc.	+46	47,941	$20,684,623
RIO	Rio Tinto PLC	+34	41,201	$3,911,210
VEA	Vanguard FTSE Developed Markets ETF	+32	3,532	$251,655
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APCB	ActivePassive Core Bond ETF	−2,673	51,332	$1,392,123
CHD	Church & Dwight Co Inc /De/	−2,538	104,084	$10,083,657
UL	Unilever PLC	−1,947	88,808	$5,339,136
RTX	RTX Corp	−1,881	114,004	$21,629,978
WTRG	Essential Utilities, Inc.	−1,235	130,855	$5,013,055
CL	Colgate Palmolive Co	−1,158	91,862	$8,421,908
RELX	Relx PLC	−1,091	155,476	$4,923,924
GPC	Genuine Parts Co	−1,077	32,288	$3,809,338
MDT	Medtronic plc	−1,006	46,945	$3,672,507
MSFT	Microsoft Corp	−952	54,539	$20,344,137
HON	Honeywell International Inc	−927	924	$206,883
PFE	Pfizer Inc	−816	167,854	$4,041,924
ADP	Automatic Data Processing Inc	−806	39,089	$8,753,981
DHR	Danaher Corp /De/	−803	37,758	$7,192,143
AMD	Advanced Micro Devices Inc	−793	4,875	$2,831,936
EXP	Eagle Materials Inc	−749	29,898	$6,727,050
TJX	Tjx Companies Inc /De/	−710	105,003	$15,907,954
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−700	2,179	$251,934
PAYX	Paychex Inc	−612	30,501	$2,999,163
BR	Broadridge Financial Solutions, Inc.	−498	22,562	$3,089,865
CRM	Salesforce, Inc.	−455	33,016	$5,172,286
ADBE	Adobe Inc.	−448	17,840	$3,657,556
MGRC	Mcgrath Rentcorp	−382	50,475	$6,108,989
GOOGL	Alphabet Inc.	−360	90,633	$32,043,064
AMGN	Amgen Inc	−349	33,116	$11,991,965
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
LH	Labcorp Holdings Inc.	17,697	$4,955,160
MRVL	Marvell Technology, Inc.	1,874	$558,245
CRWD	CrowdStrike Holdings, Inc.	473	$360,965
KLAC	Kla Corp	1,098	$331,277
FTNT	Fortinet, Inc.	1,859	$285,579
C	Citigroup Inc	1,658	$232,053
JBL	Jabil Inc	585	$225,505
PSA	Public Storage	655	$208,493
HONA	Honeywell Aerospace Inc.	924	$204,277
TSLA	Tesla, Inc.	484	$203,570
KEYS	Keysight Technologies, Inc.	572	$200,240
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BDX	Becton Dickinson & Co	29,753	$4,678,064
NKE	NIKE, Inc.	59,464	$3,140,888
TMUS	T-Mobile US, Inc.	1,073	$225,362
NEM	NEWMONT Corp /DE/	1,968	$213,036
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

143 tracked positions · $709,719,703 total · filing declares 193 positions · $710,154,145 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 143 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,499	+1,492	$46,408,352	−3.5%	6.54%
BNDX	Vanguard Total International Bond ETF	Added	919,347	+23,712	$44,523,975	+3.5%	6.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	90,633	-360	$32,043,064	+22.7%	4.51%
ACSG	American Century Small Cap Growth Insights ETF	Added	269,127	+9,036	$29,974,262	+19.2%	4.22%
AAPL	Apple Inc. Technology	Reduced	100,316	-314	$29,027,437	+13.7%	4.09%
EME	EMCOR Group, Inc. Industrials	Added	30,400	+1	$25,228,352	+12.4%	3.55%
RTX	RTX Corp Industrials	Reduced	114,004	-1,881	$21,629,978	−3.2%	3.05%
AXP	American Express Co Financial Services	Reduced	62,002	-90	$20,972,176	+11.7%	2.95%
DELL	Dell Technologies Inc. Technology	Added	47,941	+46	$20,684,623	+163.1%	2.91%
MSFT	Microsoft Corp Technology	Reduced	54,539	-952	$20,344,137	−1.0%	2.87%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	105,003	-710	$15,907,954	−5.8%	2.24%
IAU	Ishares Gold Trust	Added	205,853	+554	$15,543,960	−14.1%	2.19%
DE	Deere & Co Industrials	Reduced	24,215	-92	$15,360,300	+12.2%	2.16%
LFUS	Littelfuse Inc /De Technology	Added	28,995	+20	$13,202,293	+34.3%	1.86%
CMI	Cummins Inc Industrials	Added	18,109	+308	$12,915,519	+34.9%	1.82%
ETN	Eaton Corp plc Industrials	Added	29,409	+22	$12,531,763	+19.2%	1.77%
CSCO	Cisco Systems, Inc. Technology	Added	105,044	+22	$12,338,468	+51.4%	1.74%
AMGN	Amgen Inc Healthcare	Reduced	33,116	-349	$11,991,965	+1.8%	1.69%
JNJ	Johnson & Johnson Healthcare	Reduced	41,843	-304	$10,626,866	+3.1%	1.50%
HUBB	Hubbell Inc Industrials	Added	19,423	+138	$10,162,113	+7.4%	1.43%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	104,084	-2,538	$10,083,657	+1.3%	1.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	29,054	+71	$9,510,245	+11.5%	1.34%
NEE	Nextera Energy Inc Utilities	Added	104,157	+2,188	$9,141,859	−3.5%	1.29%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	38,573	+437	$8,991,366	+29.3%	1.27%
ADP	Automatic Data Processing Inc Technology	Reduced	39,089	-806	$8,753,981	+8.0%	1.23%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	91,862	-1,158	$8,421,908	+6.2%	1.19%
V	Visa Inc. Financial Services	Reduced	24,313	-78	$8,341,547	+13.2%	1.18%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	33,955	-339	$7,795,049	+4.9%	1.10%
NVDA	Nvidia Corp Technology	Reduced	38,697	-64	$7,742,882	+14.5%	1.09%
IBM	International Business Machines Corp Technology	Added	26,875	+28	$7,557,518	+16.1%	1.06%
WMT	Walmart Inc. Consumer Defensive	Added	65,116	+338	$7,375,038	−8.4%	1.04%
DHR	Danaher Corp /De/ Healthcare	Reduced	37,758	-803	$7,192,143	−1.6%	1.01%
ASML	Asml Holding NV Technology	Added	3,557	+3,158	$7,076,437	+1242.7%	1.00%
EXP	Eagle Materials Inc Basic Materials	Reduced	29,898	-749	$6,727,050	+15.9%	0.95%
TXN	Texas Instruments Inc Technology	Added	21,120	+106	$6,295,238	+54.3%	0.89%
MGRC	Mcgrath Rentcorp Industrials	Reduced	50,475	-382	$6,108,989	+8.9%	0.86%
MAIN	Main Street Capital CORP Financial Services	Added	113,705	+70	$5,899,015	−2.0%	0.83%
LLY	ELI LILLY & Co Healthcare	Reduced	4,813	-132	$5,772,857	+26.9%	0.81%
WM	Waste Management Inc Industrials	Added	24,232	+22	$5,400,828	−2.9%	0.76%
ROP	Roper Technologies Inc Technology	Reduced	15,792	-294	$5,343,854	−6.1%	0.75%
UL	Unilever PLC Consumer Defensive	Reduced	88,808	-1,947	$5,339,136	+3.3%	0.75%
WSO	Watsco Inc Industrials	Reduced	12,772	-179	$5,322,475	+13.0%	0.75%
SPY	Spdr S&P 500 ETF Trust	Held	7,109	0	$5,308,787	+14.8%	0.75%
VZ	Verizon Communications Inc Communication Services	Added	124,850	+1,086	$5,286,149	−14.9%	0.74%
CRM	Salesforce, Inc. Technology	Reduced	33,016	-455	$5,172,286	−17.2%	0.73%
WTRG	Essential Utilities, Inc. Utilities	Reduced	130,855	-1,235	$5,013,055	−5.8%	0.71%
LH	Labcorp Holdings Inc. Healthcare	NEW	17,697	NEW	$4,955,160	NEW	0.70%
RELX	Relx PLC Industrials	Reduced	155,476	-1,091	$4,923,924	−5.1%	0.69%
BIPC	Brookfield Infrastructure Corp Utilities	Added	113,501	+142	$4,369,788	−2.5%	0.62%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	25,056	+3,785	$4,266,275	—	0.60%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.