Hamilton Point Investment Advisors, LLC

CIK

1599746

Location

CHAPEL HILL, NC

Portfolio Value

Small $498,540,467

Diversification

Diversified

Filing Date

Global Rank

#2,317 / 8,232 ▲ 117

Top Industry

Drug Manufacturers - General 7.2%

3Y Alpha vs SPY

-5.3%

Period ended 2 months ago

Filed May 6, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.3%

SPY

+76.3%

Annualised alpha

-5.3%

Max drawdown

−16.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

119 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.1%

−0.3 pts

Top 5

22.0%

−2.0 pts

Top 10

36.2%

−0.6 pts

HHI

218

Diversified−8

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.4%	$131,812,779	28
Industrials	23.1%	$115,273,225	20
Financial Services	11.0%	$54,953,565	13
Healthcare	10.6%	$52,678,763	16
Consumer Defensive	8.2%	$40,883,098	11
Consumer Cyclical	6.7%	$33,547,636	9
Unclassified	4.9%	$24,543,779	4
Utilities	4.0%	$19,879,512	5
Basic Materials	2.0%	$9,859,579	3
Communication Services	1.7%	$8,467,569	4
Energy	1.3%	$6,362,056	5
Real Estate	0.1%	$278,906	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+10,487	168,670	$4,736,253
NKE	NIKE, Inc.	+8,448	59,464	$3,140,888
EXP	Eagle Materials Inc	+2,851	30,647	$5,806,074
JNJ	Johnson & Johnson	+2,657	42,147	$10,302,412
ACN	Accenture plc	+2,350	26,532	$5,261,030
IAU	Ishares Gold Trust	+1,701	205,299	$18,099,159
BDX	Becton Dickinson & Co	+1,564	29,753	$4,678,064
BRK-B	Berkshire Hathaway Inc	+490	5,944	$2,848,364
BIPC	Brookfield Infrastructure Corp	+313	113,359	$4,479,947
DELL	Dell Technologies Inc.	+115	47,895	$7,861,006
TYL	Tyler Technologies Inc	+76	1,437	$492,000
CRM	Salesforce, Inc.	+63	33,471	$6,248,031
ROP	Roper Technologies Inc	+53	16,086	$5,692,191
WM	Waste Management Inc	+7	24,210	$5,563,215
PAYX	Paychex Inc	+4	31,113	$2,866,129
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EME	EMCOR Group, Inc.	−8,468	30,399	$22,443,885
NVDA	Nvidia Corp	−1,714	38,761	$6,759,918
WMT	Walmart Inc.	−1,441	64,778	$8,050,609
CHD	Church & Dwight Co Inc /De/	−1,099	106,622	$9,949,965
TJX	Tjx Companies Inc /De/	−724	105,713	$16,882,366
WTRG	Essential Utilities, Inc.	−698	132,090	$5,319,264
AXP	American Express Co	−657	62,092	$18,781,588
CL	Colgate Palmolive Co	−654	93,020	$7,928,094
UL	Unilever PLC	−632	90,755	$5,170,312
AAPL	Apple Inc.	−484	100,630	$25,538,887
RTX	RTX Corp	−452	115,885	$22,354,216
VZ	Verizon Communications Inc	−386	123,764	$6,212,952
MAIN	Main Street Capital CORP	−370	113,635	$6,018,109
AVGO	Broadcom Inc.	−365	1,564	$484,073
MGRC	Mcgrath Rentcorp	−342	50,857	$5,608,509
CSCO	Cisco Systems, Inc.	−335	105,022	$8,148,656
DE	Deere & Co	−305	24,307	$13,692,133
GPC	Genuine Parts Co	−305	33,365	$3,528,348
ETN	Eaton Corp plc	−296	29,387	$10,510,848
JPM	Jpmorgan Chase & Co	−274	28,983	$8,525,639
NEE	Nextera Energy Inc	−273	101,969	$9,470,880
STX	Seagate Technology Holdings plc	−239	2,197	$860,696
AMD	Advanced Micro Devices Inc	−235	5,668	$1,153,041
ADP	Automatic Data Processing Inc	−217	39,895	$8,105,866
AMGN	Amgen Inc	−217	33,465	$11,774,660
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	34,294	$7,427,394
AMAT	Applied Materials Inc /De	739	$252,582
PWR	Quanta Services, Inc.	431	$236,627
TSM	Taiwan Semiconductor Manufacturing Co Ltd	632	$213,584
NEM	NEWMONT Corp /DE/	1,968	$213,036
OKE	Oneok Inc /New/	2,333	$210,879
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
NICE	NICE Ltd.	48,489	$5,481,196
CRWD	CrowdStrike Holdings, Inc.	586	$274,693
MKL	Markel Group Inc.	102	$219,264
TSLA	Tesla, Inc.	485	$218,114
ORCL	Oracle Corp	1,118	$217,909
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 positions · $498,540,467 total · as of Mar 31, 2026

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

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	100,630	-484	$25,538,887	−7.1%	5.12%
EME	EMCOR Group, Inc. Industrials	Reduced	30,399	-8,468	$22,443,885	−5.6%	4.50%
RTX	RTX Corp Industrials	Reduced	115,885	-452	$22,354,216	+4.8%	4.48%
MSFT	Microsoft Corp Technology	Reduced	55,491	-121	$20,541,103	−23.6%	4.12%
AXP	American Express Co Financial Services	Reduced	62,092	-657	$18,781,588	−19.1%	3.77%
IAU	Ishares Gold Trust	Added	205,299	+1,701	$18,099,159	+9.5%	3.63%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	105,713	-724	$16,882,366	+3.3%	3.39%
DE	Deere & Co Industrials	Reduced	24,307	-305	$13,692,133	+19.5%	2.75%
AMGN	Amgen Inc Healthcare	Reduced	33,465	-217	$11,774,660	+6.8%	2.36%
ETN	Eaton Corp plc Industrials	Reduced	29,387	-296	$10,510,848	+11.2%	2.11%
JNJ	Johnson & Johnson Healthcare	Added	42,147	+2,657	$10,302,412	+26.1%	2.07%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	106,622	-1,099	$9,949,965	+10.2%	2.00%
LFUS	Littelfuse Inc /De Technology	Reduced	28,975	-183	$9,832,666	+33.3%	1.97%
CMI	Cummins Inc Industrials	Reduced	17,801	-201	$9,577,294	+4.2%	1.92%
NEE	Nextera Energy Inc Utilities	Reduced	101,969	-273	$9,470,880	+15.4%	1.90%
HUBB	Hubbell Inc Industrials	Reduced	19,285	-215	$9,463,920	+9.3%	1.90%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,983	-274	$8,525,639	−9.6%	1.71%
CSCO	Cisco Systems, Inc. Technology	Reduced	105,022	-335	$8,148,656	+0.4%	1.63%
ADP	Automatic Data Processing Inc Technology	Reduced	39,895	-217	$8,105,866	−21.4%	1.63%
WMT	Walmart Inc. Consumer Defensive	Reduced	64,778	-1,441	$8,050,609	+9.1%	1.61%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	93,020	-654	$7,928,094	+7.1%	1.59%
DELL	Dell Technologies Inc. Technology	Added	47,895	+115	$7,861,006	+30.7%	1.58%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	34,294	NEW	$7,427,394	NEW	1.49%
V	Visa Inc. Financial Services	Reduced	24,391	-165	$7,371,935	−14.4%	1.48%
DHR	Danaher Corp /De/ Healthcare	Reduced	38,561	-66	$7,311,165	−17.3%	1.47%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	38,136	-210	$6,953,336	+1.5%	1.39%
NVDA	Nvidia Corp Technology	Reduced	38,761	-1,714	$6,759,918	−10.4%	1.36%
IBM	International Business Machines Corp Technology	Reduced	26,847	-143	$6,507,444	−18.6%	1.31%
CRM	Salesforce, Inc. Technology	Added	33,471	+63	$6,248,031	−29.4%	1.25%
VZ	Verizon Communications Inc Communication Services	Reduced	123,764	-386	$6,212,952	+22.9%	1.25%
MAIN	Main Street Capital CORP Financial Services	Reduced	113,635	-370	$6,018,109	−12.6%	1.21%
EXP	Eagle Materials Inc Basic Materials	Added	30,647	+2,851	$5,806,074	+1.1%	1.16%
ROP	Roper Technologies Inc Technology	Added	16,086	+53	$5,692,191	−20.2%	1.14%
MGRC	Mcgrath Rentcorp Industrials	Reduced	50,857	-342	$5,608,509	+4.4%	1.12%
WM	Waste Management Inc Industrials	Added	24,210	+7	$5,563,215	+4.6%	1.12%
WTRG	Essential Utilities, Inc. Utilities	Reduced	132,090	-698	$5,319,264	+4.4%	1.07%
ACN	Accenture plc Technology	Added	26,532	+2,350	$5,261,030	−18.9%	1.06%
RELX	Relx PLC Industrials	Reduced	156,567	-198	$5,190,196	−18.1%	1.04%
UL	Unilever PLC Consumer Defensive	Reduced	90,755	-632	$5,170,312	−13.5%	1.04%
PFE	Pfizer Inc Healthcare	Added	168,670	+10,487	$4,736,253	+20.2%	0.95%
WSO	Watsco Inc Industrials	Reduced	12,951	-45	$4,711,444	+7.6%	0.95%
BDX	Becton Dickinson & Co Healthcare	Added	29,753	+1,564	$4,678,064	+8.8%	0.94%
SPY	Spdr S&P 500 ETF Trust	Held	7,109	0	$4,623,267	−4.6%	0.93%
LLY	ELI LILLY & Co Healthcare	Reduced	4,945	-87	$4,548,262	−15.9%	0.91%
BIPC	Brookfield Infrastructure Corp Utilities	Added	113,359	+313	$4,479,947	−12.7%	0.90%
ADBE	Adobe Inc. Technology	Reduced	18,288	-3	$4,445,447	−30.6%	0.89%
HSY	Hershey Co Consumer Defensive	Reduced	20,733	-7	$4,310,183	+14.2%	0.86%
MDT	Medtronic plc Healthcare	Reduced	47,951	-22	$4,154,954	−9.8%	0.83%
EOG	Eog Resources Inc Energy	Reduced	28,442	-148	$4,111,859	+37.0%	0.82%
TXN	Texas Instruments Inc Technology	Reduced	21,014	-32	$4,079,657	+11.7%	0.82%