Hamilton Point Investment Advisors, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1599746 CHAPEL HILL, NC

Position in BR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,089,865

-$656,923 QoQ

Shares Held

22,562

-2.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#274

of 1,006 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Hamilton Point Investment Advisors, LLC holds $13,925,132 across 3 Information Technology Services names. BR ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	26,875	$7,557,518
2	ACN	Accenture plc	26,340	$3,277,749
3	BR	Broadridge Financial Solutions, Inc. This page	22,562	$3,089,865

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,089,865	22,562	-2.2%	Shares	Sole	2026-07-28
2026-03-31	$3,746,788	23,060	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$5,165,939	23,148	+1.6%	Shares	Sole	2026-02-12
2025-09-30	$5,424,321	22,775	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$5,518,482	22,707	-2.4%	Shares	Sole	2025-07-28
2025-03-31	$5,643,741	23,277	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$5,249,131	23,217	+1.9%	Shares	Sole	2025-01-23
2024-09-30	$4,899,458	22,785	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$4,515,437	22,921	+1.8%	Shares	Sole	2024-08-06
2024-03-31	$4,613,856	22,522	-0.5%	Shares	Sole	2024-05-07
2023-12-31	$4,656,122	22,630	+2.5%	Shares	Sole	2024-01-30
2023-09-30	$3,952,170	22,073	-47.6%	Shares	Sole	2023-11-09
2023-06-30	$6,977,495	42,127	-4.6%	Shares	Sole	2023-08-03
2023-03-31	$6,470,039	44,143	+1.1%	Shares	Sole	2023-05-10
2022-12-31	$5,859,334	43,684	+0.4%	Shares	Sole	2023-01-30
2022-09-30	$6,280,373	43,517	+0.2%	Shares	Sole	2022-11-08
2022-06-30	$6,188,808	43,415	+1.2%	Shares	Sole	2022-07-26
2022-03-31	$6,682,606	42,917	+2.8%	Shares	Sole	2022-05-12
2021-12-31	$7,629,992	41,735	+2.1%	Shares	Sole	2022-02-07
2021-09-30	$6,810,243	40,868	-0.8%	Shares	Sole	2021-10-26
2021-06-30	$6,651,643	41,179	-0.5%	Shares	Sole	2021-08-02
2021-03-31	$6,337,880	41,397	+1.0%	Shares	Sole	2021-05-11
2020-12-31	$6,277,676	40,977	-0.4%	Shares	Sole	2021-02-04
2020-09-30	$5,429,292	41,131	+0.9%	Shares	Sole	2020-11-03
2020-06-30	$5,146,532	40,784	+1.9%	Shares	Sole	2020-08-03
2020-03-31	$3,796,139	40,031	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.