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 LGVN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,343 | 22,446 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,357 | 22,446 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,834 | 22,446 | Shares | Sole | 2025-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||