Hamilton Point Investment Advisors, LLC
Top Portfolio Positions
119 positions ·
$498,540,467 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
100,630 | $25,538,887 | 5.12% | |
| EME |
EMCOR Group, Inc.
Industrials
|
30,399 | $22,443,885 | 4.50% | |
| RTX |
RTX Corp
Industrials
|
115,885 | $22,354,216 | 4.48% | |
| MSFT |
Microsoft Corp
Technology
|
55,491 | $20,541,103 | 4.12% | |
| AXP |
American Express Co
Financial Services
|
62,092 | $18,781,588 | 3.77% | |
| IAU |
Ishares Gold Trust
|
205,299 | $18,099,159 | 3.63% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
105,713 | $16,882,366 | 3.39% | |
| DE |
Deere & Co
Industrials
|
24,307 | $13,692,133 | 2.75% | |
| AMGN |
Amgen Inc
Healthcare
|
33,465 | $11,774,660 | 2.36% | |
| ETN |
Eaton Corp plc
Industrials
|
29,387 | $10,510,848 | 2.11% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LFUS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,832,666 | 28,975 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,374,641 | 29,158 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,606,087 | 29,366 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,666,995 | 29,405 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,224,853 | 31,640 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,210,418 | 30,598 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,240,787 | 31,068 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,847,124 | 30,702 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,411,305 | 30,581 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,354,828 | 31,226 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,603,111 | 30,742 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,897,772 | 30,544 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,536,253 | 31,841 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,254,704 | 19,322 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,828,954 | 19,271 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,947,174 | 19,474 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,768,719 | 19,120 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,995,283 | 19,052 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,111,242 | 18,704 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,764,318 | 18,699 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,868,604 | 18,411 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,607,308 | 18,092 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,203,292 | 18,063 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,026,464 | 17,737 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $4,632,075 | 34,718 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||