Hamilton Point Investment Advisors, LLC
Q2 2026 13F filing
Updated 44 days ago193 disclosed positions worth $710.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A VANGUARD CHARLOTTE FDS | $44.5M | 919.3K | 6.27% | Added(+2.6%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $42.7M | 57 | 6.01% | Trimmed(-9.5%) |
| 3 | G GOOGN ALPHABET INC | $30.3M | 85.8K | 4.27% | Trimmed(-0.4%) |
| 4 | A AAPL APPLE INC | $29M | 100.3K | 4.09% | Trimmed(-0.3%) |
| 5 | E EME EMCOR GROUP INC | $25.2M | 30.4K | 3.55% | Added(0.0%) |
| 6 | R RTX RTX CORPORATION | $21.6M | 114.0K | 3.05% | Trimmed(-1.6%) |
| 7 | A AXP AMERICAN EXPRESS CO | $21M | 62.0K | 2.95% | Trimmed(-0.1%) |
| 8 | D DELL DELL TECHNOLOGIES INC | $20.7M | 47.9K | 2.91% | Added(+0.1%) |
| 9 | M MSFT MICROSOFT CORP | $20.3M | 54.5K | 2.86% | Trimmed(-1.7%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $17.7M | 141.7K | 2.49% | Added(+1.1%) |
| 11 | T TJX TJX COS INC NEW | $15.9M | 105.0K | 2.24% | Trimmed(-0.7%) |
| 12 | I IAU ISHARES GOLD TR | $15.5M | 205.9K | 2.19% | Added(+0.3%) |
| 13 | D DE DEERE & CO | $15.4M | 24.2K | 2.17% | Trimmed(-0.4%) |
| 14 | L LFUS LITTELFUSE INC | $13.2M | 29.0K | 1.86% | Added(+0.1%) |
| 15 | C CMI CUMMINS INC | $12.9M | 18.1K | 1.82% | Added(+1.7%) |
| 16 | E ETN EATON CORP PLC | $12.5M | 29.4K | 1.76% | Added(+0.1%) |
| 17 | C CSCO CISCO SYS INC | $12.3M | 105.0K | 1.74% | Added(+0.0%) |
| 18 | ? N/A AMERICAN CENTY ETF TR | $12.3M | 127.4K | 1.73% | Added(+6.2%) |
| 19 | A AMGN AMGEN INC | $12M | 33.1K | 1.69% | Trimmed(-1.0%) |
| 20 | J JNJ JOHNSON & JOHNSON | $10.6M | 41.8K | 1.50% | Trimmed(-0.7%) |
| 21 | H HUBB HUBBELL INC | $10.2M | 19.4K | 1.43% | Added(+0.7%) |
| 22 | C CHD CHURCH & DWIGHT CO INC | $10.1M | 104.1K | 1.42% | Trimmed(-2.4%) |
| 23 | J JPM-PM JPMORGAN CHASE & CO | $9.5M | 29.1K | 1.34% | Added(+0.2%) |
| 24 | N NEE-PS NEXTERA ENERGY INC | $9.1M | 104.2K | 1.29% | Added(+2.1%) |
| 25 | W WSM WILLIAMS SONOMA INC | $9M | 38.6K | 1.27% | Added(+1.1%) |
| 26 | A ADP AUTOMATIC DATA PROCESSING IN | $8.8M | 39.1K | 1.24% | Trimmed(-2.0%) |
| 27 | C CL COLGATE PALMOLIVE CO | $8.4M | 91.9K | 1.19% | Trimmed(-1.2%) |
| 28 | V V VISA INC | $8.3M | 24.3K | 1.17% | Trimmed(-0.3%) |
| 29 | A AJG GALLAGHER ARTHUR J & CO | $7.8M | 34.0K | 1.10% | Trimmed(-1.0%) |
| 30 | N NVDA NVIDIA CORPORATION | $7.7M | 38.7K | 1.09% | Trimmed(-0.2%) |
| 31 | I IBM INTERNATIONAL BUSINESS MACHS | $7.6M | 26.9K | 1.06% | Added(+0.1%) |
| 32 | W WMT WALMART INC | $7.4M | 65.1K | 1.04% | Added(+0.5%) |
| 33 | D DHR DANAHER CORP DEL | $7.2M | 37.8K | 1.01% | Trimmed(-2.1%) |
| 34 | A ASMLF ASML HLDG NV | $7.1M | 3.6K | 1.00% | Added(+791.5%) |
| 35 | E EXP EAGLE MATLS INC | $6.7M | 29.9K | 0.95% | Trimmed(-2.4%) |
| 36 | T TXN TEXAS INSTRS INC | $6.3M | 21.1K | 0.89% | Added(+0.5%) |
| 37 | M MGRC MCGRATH RENTCORP | $6.1M | 50.5K | 0.86% | Trimmed(-0.8%) |
| 38 | M MAIN MAIN STR CAP CORP | $5.9M | 113.7K | 0.83% | Added(+0.1%) |
| 39 | L LLY ELI LILLY & CO | $5.8M | 4.8K | 0.81% | Trimmed(-2.7%) |
| 40 | W WM WASTE MGMT INC DEL | $5.4M | 24.2K | 0.76% | Added(+0.1%) |
| 41 | R ROP ROPER TECHNOLOGIES INC | $5.3M | 15.8K | 0.75% | Trimmed(-1.8%) |
| 42 | U UNLYF UNILEVER PLC | $5.3M | 88.8K | 0.75% | Trimmed(-2.1%) |
| 43 | W WSO-B WATSCO INC | $5.3M | 12.8K | 0.75% | Trimmed(-1.4%) |
| 44 | S SPY STATE STR SPDR S&P 500 ETF T | $5.3M | 7.1K | 0.75% | Unchanged |
| 45 | V VZ VERIZON COMMUNICATIONS INC | $5.3M | 124.8K | 0.74% | Added(+0.9%) |
| 46 | C CRM SALESFORCE INC | $5.2M | 33.0K | 0.73% | Trimmed(-1.4%) |
| 47 | W WTRG ESSENTIAL UTILS INC | $5M | 130.9K | 0.71% | Trimmed(-0.9%) |
| 48 | L LH LABCORP HOLDINGS INC | $5M | 17.7K | 0.70% | — |
| 49 | R RLXXF RELX PLC | $4.9M | 155.5K | 0.69% | Trimmed(-0.7%) |
| 50 | B BIPC BROOKFIELD INFRASTRUCTURE CO | $4.4M | 113.5K | 0.62% | Added(+0.1%) |