Hamilton Point Investment Advisors, Llc Portfolio Stock Holdings
Hamilton Point Investment Advisors, Llc disclosed 185 stock positions valued at approximately $649.1 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, VANGUARD CHARLOTTE FDS, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 185
- Portfolio Value
- $649.1M
Holdings by Sector
Hamilton Point Investment Advisors, Llc Portfolio Holdings in Q1 2026
183 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 6.97% | 63 | -1 | -1.56% | $45,242,820 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 6.63% | 895,635 | +24,243 | +2.78% | $43,035,238 |
| APPLE INC | AAPL | Technology | 3.93% | 100,630 | -484 | -0.48% | $25,538,895 |
| ALPHABET INC | GOOG | Communication Services | 3.80% | 86,077 | -561 | -0.65% | $24,691,954 |
| EMCOR GROUP INC | EME | Industrials | 3.46% | 30,399 | -8,468 | -21.79% | $22,443,700 |
| RTX CORPORATION | RTX | Industrials | 3.44% | 115,885 | -452 | -0.39% | $22,354,243 |
| MICROSOFT CORP | MSFT | Technology | 3.16% | 55,491 | -121 | -0.22% | $20,541,217 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.89% | 62,092 | -657 | -1.05% | $18,781,584 |
| ISHARES GOLD TR | IAU | Other | 2.79% | 205,299 | +1,701 | +0.84% | $18,099,123 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 2.60% | 105,713 | -724 | -0.68% | $16,882,301 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.38% | 140,111 | +1,625 | +1.17% | $15,478,116 |
| DEERE & CO | DE | Industrials | 2.12% | 24,307 | -305 | -1.24% | $13,731,728 |
| AMGEN INC | AMGN | Healthcare | 1.81% | 33,465 | -217 | -0.64% | $11,774,740 |
| EATON CORP PLC | ETN | Other | 1.62% | 29,387 | -296 | -1.00% | $10,510,812 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.59% | 42,147 | +2,657 | +6.73% | $10,302,311 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 1.53% | 106,622 | -1,099 | -1.02% | $9,949,961 |
| LITTELFUSE INC | LFUS | Technology | 1.51% | 28,975 | -183 | -0.63% | $9,832,827 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.49% | 119,980 | +119,980 | +100.00% | $9,667,990 |
| CUMMINS INC | CMI | Industrials | 1.48% | 17,801 | -201 | -1.12% | $9,577,203 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.46% | 101,969 | -273 | -0.27% | $9,470,847 |
| HUBBELL INC | HUBB | Industrials | 1.46% | 19,285 | -215 | -1.10% | $9,463,771 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.31% | 28,983 | -274 | -0.94% | $8,525,495 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 1.26% | 39,895 | -217 | -0.54% | $8,173,598 |
| CISCO SYS INC | CSCO | Technology | 1.26% | 105,022 | -335 | -0.32% | $8,148,683 |
| WALMART INC | WMT | Consumer Defensive | 1.24% | 64,778 | -1,441 | -2.18% | $8,066,635 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 1.22% | 93,020 | -654 | -0.70% | $7,928,082 |
| DELL TECHNOLOGIES INC | DELL | Technology | 1.21% | 47,895 | +115 | +0.24% | $7,860,936 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 1.14% | 34,294 | +34,294 | +100.00% | $7,427,363 |
| VISA INC | V | Financial Services | 1.14% | 24,391 | -165 | -0.67% | $7,372,009 |
| DANAHER CORP DEL | DHR | Healthcare | 1.13% | 38,561 | -66 | -0.17% | $7,326,625 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 1.07% | 38,136 | -210 | -0.55% | $6,953,327 |
| NVIDIA CORPORATION | NVDA | Technology | 1.04% | 38,761 | -1,714 | -4.23% | $6,760,337 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.00% | 26,847 | -143 | -0.53% | $6,507,424 |
| SALESFORCE INC | CRM | Technology | 0.96% | 33,471 | +63 | +0.19% | $6,248,105 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.96% | 123,764 | -386 | -0.31% | $6,212,937 |
| MAIN STR CAP CORP | MAIN | Financial Services | 0.93% | 113,635 | -370 | -0.32% | $6,018,132 |
| EAGLE MATLS INC | EXP | Basic Materials | 0.90% | 30,647 | +2,851 | +10.26% | $5,813,780 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.88% | 16,086 | +53 | +0.33% | $5,692,304 |
| MCGRATH RENTCORP | MGRC | Industrials | 0.86% | 50,857 | -342 | -0.67% | $5,608,469 |
| WASTE MGMT INC DEL | WM | Industrials | 0.86% | 24,210 | +7 | +0.03% | $5,563,273 |
| ESSENTIAL UTILS INC | WTRG | Utilities | 0.82% | 132,090 | -698 | -0.53% | $5,319,271 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.81% | 26,532 | +2,350 | +9.72% | $5,261,117 |
| RELX PLC | RELX | Industrials | 0.80% | 156,567 | -198 | -0.13% | $5,190,187 |
| PFIZER INC | PFE | Healthcare | 0.73% | 168,670 | +10,487 | +6.63% | $4,736,264 |
| WATSCO INC | WSO | Industrials | 0.73% | 12,951 | -45 | -0.35% | $4,711,400 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.72% | 29,753 | +1,564 | +5.55% | $4,678,035 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.71% | 7,109 | - | - | $4,635,846 |
| ELI LILLY & CO | LLY | Healthcare | 0.70% | 4,945 | -87 | -1.73% | $4,548,662 |
| BROOKFIELD INFRASTRUCTURE CO | BIPC | Other | 0.69% | 113,359 | +313 | +0.28% | $4,479,946 |
| ADOBE INC | ADBE | Technology | 0.68% | 18,288 | -3 | -0.02% | $4,445,447 |
| HERSHEY CO | HSY | Consumer Defensive | 0.66% | 20,733 | -7 | -0.03% | $4,310,185 |
| MEDTRONIC PLC | MDT | Other | 0.65% | 47,951 | -22 | -0.05% | $4,189,006 |
| EOG RES INC | EOG | Energy | 0.63% | 28,442 | -148 | -0.52% | $4,111,852 |
| TEXAS INSTRS INC | TXN | Technology | 0.63% | 21,014 | -32 | -0.15% | $4,079,595 |
| RIO TINTO PLC | RIO | Basic Materials | 0.61% | 41,167 | -99 | -0.24% | $3,945,307 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 0.58% | 23,060 | -88 | -0.38% | $3,769,153 |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 0.55% | 33,365 | -305 | -0.91% | $3,563,879 |
| NIKE INC | NKE | Consumer Cyclical | 0.49% | 59,464 | +8,448 | +16.56% | $3,165,223 |
| PAYCHEX INC | PAYX | Technology | 0.44% | 31,113 | +4 | +0.01% | $2,866,153 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.44% | 5,944 | +490 | +8.98% | $2,848,365 |
| VANGUARD INDEX FDS | VOO | Other | 0.25% | 2,755 | -40 | -1.43% | $1,646,250 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.25% | 3,808 | - | - | $1,619,695 |
| EXXON MOBIL CORP | XOM | Energy | 0.22% | 8,510 | -12 | -0.14% | $1,443,807 |
| MERCK & CO INC | MRK | Healthcare | 0.22% | 11,687 | - | - | $1,415,791 |
| ALPHABET INC | GOOGL | Communication Services | 0.22% | 4,916 | -22 | -0.45% | $1,413,647 |
| VITAL FARMS INC | VITL | Consumer Defensive | 0.22% | 100,000 | - | - | $1,412,000 |
| WW GRAINGER INC | GWW | Industrials | 0.21% | 1,276 | - | - | $1,391,874 |
| ABBVIE INC | ABBV | Healthcare | 0.21% | 6,155 | -63 | -1.01% | $1,338,674 |
| UNION PAC CORP | UNP | Industrials | 0.20% | 5,253 | - | - | $1,274,483 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.18% | 5,668 | -235 | -3.98% | $1,153,041 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 14,250 | - | - | $1,091,265 |
| ISHARES TR | IWF | Other | 0.17% | 2,545 | +30 | +1.19% | $1,085,189 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 6,698 | -102 | -1.50% | $1,040,157 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.16% | 4,872 | - | - | $1,014,587 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.16% | 9,850 | -121 | -1.21% | $1,011,321 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.14% | 3,787 | -66 | -1.71% | $894,792 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.14% | 5,136 | -22 | -0.43% | $890,919 |
| SPDR GOLD TR | GLD | Other | 0.14% | 2,067 | - | - | $889,409 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 6,062 | -68 | -1.11% | $875,657 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.13% | 2,197 | -239 | -9.81% | $862,323 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.13% | 3,180 | -39 | -1.21% | $832,842 |
| INVESCO QQQ TR | QQQ | Other | 0.12% | 1,391 | - | - | $802,857 |
| ISHARES TR | IVV | Other | 0.12% | 1,215 | - | - | $793,650 |
| VANGUARD INDEX FDS | VTV | Other | 0.11% | 3,772 | - | - | $740,066 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.11% | 1,133 | -21 | -1.82% | $684,774 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.10% | 25,067 | - | - | $629,182 |
| META PLATFORMS INC | META | Communication Services | 0.09% | 1,076 | -106 | -8.97% | $615,738 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.09% | 3,672 | - | - | $612,535 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.09% | 2,726 | - | - | $586,254 |
| ISHARES TR | IWD | Other | 0.08% | 2,547 | +20 | +0.79% | $544,217 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 768 | - | - | $535,849 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 1,721 | -29 | -1.66% | $534,862 |
| ASML HLDG NV | ASML | Other | 0.08% | 399 | -4 | -0.99% | $526,665 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 0.08% | 1,437 | +76 | +5.58% | $492,000 |
| CORNING INC | GLW | Technology | 0.08% | 3,607 | - | - | $490,455 |
| PATHFINDER BANCORP INC MD | PBHC | Financial Services | 0.08% | 38,429 | - | - | $490,354 |
| BROADCOM INC | AVGO | Technology | 0.07% | 1,564 | -365 | -18.92% | $484,033 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 457 | - | - | $455,855 |
| MICROCHIP TECHNOLOGY INC. | MCHP | Technology | 0.07% | 6,696 | - | - | $432,629 |
| LAM RESEARCH CORP | LRCX | Other | 0.07% | 2,020 | - | - | $432,118 |
Hamilton Point Investment Advisors, Llc Options Holdings in Q1 2026
1 options positions in the latest reporting period.
Page 1 of 1
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | GLD | SPDR Gold Trust | CALL | 300 | $129,087 |
Notional value represents the total exposure of the options position.