Back to funds
View filing
Hamilton Point Investment Advisors, LLC
Updated 2 days agoManaged by Hamilton Point Investment Advisors, Llc • Latest filing Q3 2026
Portfolio value
$723.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $657.8M |
| Q1 2026 | $649.3M |
| Q2 2026 | $710.2M |
| Q3 2026 | $723.5M |
Top holdings
193 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $44.9M | 958.9K | 6.21% | — | |
| 2 | $42.6M | 57 | 5.89% | — | |
| 3 | $32.9M | 98.9K | 4.55% | — | |
| 4 | $27.7M | 54.1K | 3.83% | — | |
| 5 | $24.9M | 73.1K | 3.44% | — | |
| 6 | $23M | 30.5K | 3.18% | — | |
| 7 | $21.1M | 113.6K | 2.92% | — | |
| 8 | $19.9M | 37.1K | 2.76% | — | |
| 9 | $18.8M | 62.0K | 2.61% | — | |
| 10 | $17.2M | 145.8K | 2.37% | — | |
| 11 | $16.3M | 209.3K | 2.26% | — | |
| 12 | $16.2M | 24.0K | 2.24% | — | |
| 13 | $14M | 33.3K | 1.94% | — | |
| 14 | $14M | 105.9K | 1.94% | — | |
| 15 | $12.8M | 29.8K | 1.77% | — | |
| 16 | ? N/A AMERICAN CENTY ETF TR | $12.7M | 134.8K | 1.75% | — |
| 17 | $12.4M | 29.3K | 1.72% | — | |
| 18 | $11.4M | 106.2K | 1.58% | — | |
| 19 | $11.1M | 41.9K | 1.53% | — | |
| 20 | $10.4M | 17.1K | 1.44% | — |