Hamilton Point Investment Advisors, LLC
Top Portfolio Positions
118 positions ·
$495,692,103 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
100,630 | $25,538,887 | 5.15% | |
| EME |
EMCOR Group, Inc.
Industrials
|
30,399 | $22,443,885 | 4.53% | |
| RTX |
RTX Corp
Industrials
|
115,885 | $22,354,216 | 4.51% | |
| MSFT |
Microsoft Corp
Technology
|
55,491 | $20,541,103 | 4.14% | |
| AXP |
American Express Co
Financial Services
|
62,092 | $18,781,588 | 3.79% | |
| IAU |
Ishares Gold Trust
|
205,299 | $18,099,159 | 3.65% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
105,713 | $16,882,366 | 3.41% | |
| DE |
Deere & Co
Industrials
|
24,307 | $13,692,133 | 2.76% | |
| AMGN |
Amgen Inc
Healthcare
|
33,465 | $11,774,660 | 2.38% | |
| ETN |
Eaton Corp plc
Industrials
|
29,387 | $10,510,848 | 2.12% |
Portfolio Trend
Holdings in PBHC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $490,354 | 38,429 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $542,233 | 38,429 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $602,566 | 38,429 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $589,500 | 38,429 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $631,772 | 38,429 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $672,507 | 38,429 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $608,331 | 38,429 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $506,878 | 38,429 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $475,751 | 38,429 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $538,390 | 38,429 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $530,320 | 38,429 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $541,848 | 38,429 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $663,668 | 38,429 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $735,531 | 38,429 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $781,645 | 38,429 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $765,889 | 38,429 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $844,669 | 38,429 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $659,825 | 38,429 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $324,000 | 20,000 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $319,400 | 20,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $293,000 | 20,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $229,600 | 20,000 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $206,000 | 20,000 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $190,800 | 20,000 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $214,000 | 20,000 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||