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 RELX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,190,196 | 156,567 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,336,441 | 156,765 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,491,156 | 156,850 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,365,643 | 153,950 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,013,224 | 158,961 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,203,702 | 158,602 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,385,013 | 155,605 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,229,357 | 157,571 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,763,196 | 156,230 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,185,968 | 155,975 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,142,451 | 152,595 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,023,826 | 150,279 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,443,306 | 136,970 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,746,856 | 135,168 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,286,784 | 135,203 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,639,486 | 135,096 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,126,752 | 132,693 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,255,637 | 130,501 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,710,732 | 128,577 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,475,341 | 130,309 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,293,544 | 130,904 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,211,521 | 130,232 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,931,745 | 131,057 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,060,255 | 129,892 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,721,480 | 127,172 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||