Hamilton Point Investment Advisors, LLC
Q3 2026 13F filing
Updated 2 days ago193 disclosed positions worth $723.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD CHARLOTTE FDS | $44.9M | 958.9K | 6.21% | — |
| 2 | B BERKSHIRE HATHAWAY INC DEL | $42.6M | 57 | 5.89% | — |
| 3 | A APPLE INC | $32.9M | 98.9K | 4.55% | — |
| 4 | M MICROSOFT CORP | $27.7M | 54.1K | 3.83% | — |
| 5 | G ALPHABET INC | $24.9M | 73.1K | 3.44% | — |
| 6 | E EMCOR GROUP INC | $23M | 30.5K | 3.18% | — |
| 7 | R RTX CORPORATION | $21.1M | 113.6K | 2.92% | — |
| 8 | D DELL TECHNOLOGIES INC | $19.9M | 37.1K | 2.76% | — |
| 9 | A AMERICAN EXPRESS CO | $18.8M | 62.0K | 2.61% | — |
| 10 | M AMERICAN CENTY ETF TR | $17.2M | 145.8K | 2.37% | — |
| 11 | I ISHARES GOLD TR | $16.3M | 209.3K | 2.26% | — |
| 12 | D DEERE & CO | $16.2M | 24.0K | 2.24% | — |
| 13 | A AMGEN INC | $14M | 33.3K | 1.94% | — |
| 14 | T TJX COS INC NEW | $14M | 105.9K | 1.94% | — |
| 15 | E EATON CORP PLC | $12.8M | 29.8K | 1.77% | — |
| 16 | ? N/A AMERICAN CENTY ETF TR | $12.7M | 134.8K | 1.75% | — |
| 17 | L LITTELFUSE INC | $12.4M | 29.3K | 1.72% | — |
| 18 | C CISCO SYS INC | $11.4M | 106.2K | 1.58% | — |
| 19 | J JOHNSON & JOHNSON | $11.1M | 41.9K | 1.53% | — |
| 20 | C CACI INTL INC | $10.4M | 17.1K | 1.44% | — |
| 21 | A AUTOMATIC DATA PROCESSING IN | $10.2M | 39.2K | 1.41% | — |
| 22 | C CHURCH & DWIGHT CO INC | $9.8M | 103.5K | 1.35% | — |
| 23 | J JPMORGAN CHASE & CO | $9.7M | 29.5K | 1.35% | — |
| 24 | C CUMMINS INC | $9.5M | 18.4K | 1.32% | — |
| 25 | H HUBBELL INC | $9M | 19.7K | 1.24% | — |
| 26 | W WILLIAMS SONOMA INC | $8.9M | 39.1K | 1.23% | — |
| 27 | N NVIDIA CORPORATION | $8.8M | 38.6K | 1.22% | — |
| 28 | V VISA INC | $8.7M | 24.3K | 1.21% | — |
| 29 | D DANAHER CORP DEL | $8.4M | 37.8K | 1.16% | — |
| 30 | N NEXTERA ENERGY INC | $8M | 105.3K | 1.10% | — |
| 31 | A GALLAGHER ARTHUR J & CO | $7.9M | 34.5K | 1.09% | — |
| 32 | C COLGATE PALMOLIVE CO | $7.9M | 92.2K | 1.09% | — |
| 33 | C SALESFORCE INC | $7.7M | 33.4K | 1.06% | — |
| 34 | W WALMART INC | $6.9M | 65.9K | 0.95% | — |
| 35 | S STATE STR SPDR S&P 500 ETF T | $6.7M | 8.7K | 0.92% | — |
| 36 | A ASML HLDG NV | $6.6M | 3.6K | 0.91% | — |
| 37 | M MAIN STR CAP CORP | $6.3M | 114.8K | 0.87% | — |
| 38 | T TEXAS INSTRS INC | $6M | 21.4K | 0.83% | — |
| 39 | I INTERNATIONAL BUSINESS MACHS | $5.9M | 26.9K | 0.82% | — |
| 40 | M MCGRATH RENTCORP | $5.8M | 50.8K | 0.80% | — |
| 41 | V VERIZON COMMUNICATIONS INC | $5.8M | 126.3K | 0.80% | — |
| 42 | L LABCORP HOLDINGS INC | $5.6M | 18.2K | 0.77% | — |
| 43 | R ROPER TECHNOLOGIES INC | $5.5M | 15.7K | 0.76% | — |
| 44 | L ELI LILLY & CO | $5.4M | 4.7K | 0.75% | — |
| 45 | U UNILEVER PLC | $5.4M | 89.1K | 0.75% | — |
| 46 | R RELX PLC | $5.2M | 156.9K | 0.72% | — |
| 47 | W ESSENTIAL UTILS INC | $5.2M | 131.5K | 0.71% | — |
| 48 | E EAGLE MATLS INC | $5.1M | 29.5K | 0.70% | — |
| 49 | W WASTE MGMT INC DEL | $4.9M | 24.2K | 0.68% | — |
| 50 | A ACCENTURE PLC IRELAND | $4.9M | 26.5K | 0.67% | — |