Hamilton Point Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HP Hamilton Point Investment Advisors, LLC | Institutional Filer | ▼ 1.30% | $649.3M | 185 |
Current Portfolio Holdings
Showing all 185 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 63 | $45.2M | 6.97% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | — | 896K | $43.0M | 6.63% |
| 3 | AAPL | Apple Inc. | Technology | 101K | $25.5M | 3.93% |
| 4 | GOOG | Alphabet Inc. | Technology | 86K | $24.7M | 3.80% |
| 5 | EME | EMCOR Group, Inc. | Industrials | 30K | $22.4M | 3.46% |
| 6 | RTX | RTX Corporation | Industrials | 116K | $22.4M | 3.44% |
| 7 | MSFT | Microsoft Corporation | Technology | 55K | $20.5M | 3.16% |
| 8 | AXP | American Express Company | Financial Services | 62K | $18.8M | 2.89% |
| 9 | IAU | ISHARES GOLD TR | — | 205K | $18.1M | 2.79% |
| 10 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 106K | $16.9M | 2.60% |
| 11 | AVUV | AMERICAN CENTY ETF TR | — | 140K | $15.5M | 2.38% |
| 12 | DE | Deere & Company | Industrials | 24K | $13.7M | 2.11% |
| 13 | AMGN | Amgen Inc. | Healthcare | 33K | $11.8M | 1.81% |
| 14 | ETN | Eaton Corporation plc | Industrials | 29K | $10.5M | 1.62% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 42K | $10.3M | 1.59% |
Showing 1 to 15 of 185 holdings