Hamilton Point Investment Advisors, LLC

13F filer · CIK 0001599746

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$710MU.S. long equity reported on 13F

Positions13210 new · 6 closed

Net flow last quarter-$671KBuys minus sells

Top 10 positions weight34.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026132 positions
BRK.ABerkshire Hathaway Inc	$42.7M	6.01%	Not reported	-9.5%	Q2 2023
GOOGAlphabet Inc.	$30.3M	4.27%	Not reported	-0.4%	Q4 2015
AAPLApple Inc.	$29M	4.09%	0.00%	-0.3%	Q4 2013
EMEEMCOR Group, Inc.	$25.2M	3.55%	0.07%	0.0%	Q2 2018
RTXRTX Corp	$21.6M	3.05%	0.01%	-1.6%	Q2 2020
AXPAmerican Express Co	$21M	2.95%	0.01%	-0.1%	Q1 2014
DELLDell Technologies Inc.	$20.7M	2.91%	0.01%	+0.1%	Q1 2024
MSFTMicrosoft Corp	$20.3M	2.86%	0.00%	-1.7%	Q4 2013
TJXTJX Companies Inc	$15.9M	2.24%	0.01%	-0.7%	Q4 2014
IAUIshares Gold Trust	$15.5M	2.19%	0.02%	+0.3%	Q1 2023
DEDeere & Co	$15.4M	2.17%	0.01%	-0.4%	Q4 2013
LFUSLittelfuse Inc	$13.2M	1.86%	0.11%	+0.1%	Q3 2015
CMICummins Inc	$12.9M	1.82%	0.01%	+1.7%	Q4 2013
ETNEaton Corp plc	$12.5M	1.76%	0.01%	+0.1%	Q4 2013
CSCOCisco Systems, Inc.	$12.3M	1.74%	0.00%	0.0%	Q4 2013
AMGNAmgen Inc	$12M	1.69%	0.01%	-1.0%	Q2 2015
JNJJohnson & Johnson	$10.6M	1.50%	0.00%	-0.7%	Q4 2013
HUBBHubbell Inc	$10.2M	1.43%	0.04%	+0.7%	Q3 2018
CHDChurch & Dwight Co Inc	$10.1M	1.42%	0.04%	-2.4%	Q4 2013
JPMJPMorgan Chase & Co	$9.51M	1.34%	0.00%	+0.2%	Q3 2015
NEENextera Energy Inc	$9.14M	1.29%	0.01%	+2.2%	Q4 2013
WSMWilliams Sonoma Inc	$8.99M	1.27%	0.03%	+1.2%	Q4 2017
ADPAutomatic Data Processing Inc	$8.82M	1.24%	0.01%	-2.0%	Q4 2013
CLColgate Palmolive Co	$8.42M	1.19%	0.01%	-1.2%	Q4 2013
VVisa Inc.	$8.34M	1.17%	0.00%	-0.3%	Q1 2023
AJGArthur J. Gallagher & Co.	$7.8M	1.10%	0.01%	-1.0%	Q1 2026
NVDANvidia Corp	$7.74M	1.09%	0.00%	-0.2%	Q3 2021
IBMInternational Business Machines Corp	$7.56M	1.06%	0.00%	+0.1%	Q4 2013
WMTWalmart Inc.	$7.38M	1.04%	0.00%	+0.5%	Q3 2017
DHRDanaher Corp	$7.21M	1.01%	0.01%	-2.1%	Q4 2013
ASMLAsml Holding NV	$7.08M	1.00%	0.00%	+791.5%	Q1 2023
EXPEagle Materials Inc	$6.73M	0.95%	0.10%	-2.4%	Q4 2024
TXNTexas Instruments Inc	$6.3M	0.89%	0.00%	+0.5%	Q4 2013
MGRCMcgrath Rentcorp	$6.11M	0.86%	0.21%	-0.8%	Q4 2020
MAINMain Street Capital CORP	$5.9M	0.83%	0.12%	+0.1%	Q3 2014
LLYELI LILLY & Co	$5.77M	0.81%	0.00%	-2.7%	Q3 2021
WMWaste Management Inc	$5.4M	0.76%	0.01%	+0.1%	Q4 2013
ROPRoper Technologies Inc	$5.34M	0.75%	0.02%	-1.8%	Q4 2013
ULUnilever PLC	$5.34M	0.75%	0.00%	-2.2%	Q4 2013
WSOWatsco Inc	$5.32M	0.75%	Not reported	-1.4%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$5.32M	0.75%	Not reported	Not reported	Q1 2023
VZVerizon Communications Inc	$5.29M	0.74%	0.00%	+0.9%	Q4 2013
CRMSalesforce, Inc.	$5.19M	0.73%	0.00%	-1.4%	Q3 2025
WTRGEssential Utilities, Inc.	$5.01M	0.71%	0.05%	-0.9%	Q1 2020
LHLabcorp Holdings Inc.	$4.96M	0.70%	0.02%	New	Q2 2026
RELXRelx PLC	$4.92M	0.69%	0.01%	-0.7%	Q1 2016
BIPCBrookfield Infrastructure Corp	$4.37M	0.62%	0.17%	+0.1%	Q4 2023
PFEPfizer Inc	$4.04M	0.57%	0.00%	-0.5%	Q2 2019
RIORio Tinto PLC	$3.91M	0.55%	0.00%	+0.1%	Q4 2013
GPCGenuine Parts Co	$3.84M	0.54%	0.02%	-3.2%	Q4 2013

Q1 2026Reported May 6, 2026127 positions
BRK.ABerkshire Hathaway Inc	$45.2M	6.97%	Not reported	-1.6%	Q2 2023
AAPLApple Inc.	$25.5M	3.93%	0.00%	-0.5%	Q4 2013
GOOGAlphabet Inc.	$24.7M	3.80%	Not reported	-0.7%	Q4 2015
EMEEMCOR Group, Inc.	$22.4M	3.46%	0.07%	-21.8%	Q2 2018
RTXRTX Corp	$22.4M	3.44%	0.01%	-0.4%	Q2 2020
MSFTMicrosoft Corp	$20.5M	3.16%	0.00%	-0.2%	Q4 2013
AXPAmerican Express Co	$18.8M	2.89%	0.01%	-1.1%	Q1 2014
IAUIshares Gold Trust	$18.1M	2.79%	0.02%	+0.8%	Q1 2023
TJXTJX Companies Inc	$16.9M	2.60%	0.01%	-0.7%	Q4 2014
DEDeere & Co	$13.7M	2.11%	0.01%	-1.2%	Q4 2013
AMGNAmgen Inc	$11.8M	1.81%	0.01%	-0.6%	Q2 2015
ETNEaton Corp plc	$10.5M	1.62%	0.01%	-1.0%	Q4 2013
JNJJohnson & Johnson	$10.3M	1.59%	0.00%	+6.7%	Q4 2013
CHDChurch & Dwight Co Inc	$9.95M	1.53%	0.05%	-1.0%	Q4 2013
LFUSLittelfuse Inc	$9.83M	1.51%	0.12%	-0.6%	Q3 2015
CMICummins Inc	$9.58M	1.48%	0.01%	-1.1%	Q4 2013
NEENextera Energy Inc	$9.47M	1.46%	0.00%	-0.3%	Q4 2013
HUBBHubbell Inc	$9.46M	1.46%	0.04%	-1.1%	Q3 2018
JPMJPMorgan Chase & Co	$8.53M	1.31%	0.00%	-0.9%	Q3 2015
ADPAutomatic Data Processing Inc	$8.17M	1.26%	0.01%	-0.5%	Q4 2013
CSCOCisco Systems, Inc.	$8.15M	1.26%	0.00%	-0.3%	Q4 2013
WMTWalmart Inc.	$8.07M	1.24%	0.00%	-2.2%	Q3 2017
CLColgate Palmolive Co	$7.93M	1.22%	0.01%	-0.7%	Q4 2013
DELLDell Technologies Inc.	$7.86M	1.21%	0.01%	+0.2%	Q1 2024
AJGArthur J. Gallagher & Co.	$7.43M	1.14%	0.01%	New	Q1 2026
VVisa Inc.	$7.37M	1.14%	0.00%	-0.7%	Q1 2023
DHRDanaher Corp	$7.33M	1.13%	0.01%	-0.2%	Q4 2013
WSMWilliams Sonoma Inc	$6.95M	1.07%	0.03%	-0.6%	Q4 2017
NVDANvidia Corp	$6.76M	1.04%	0.00%	-4.2%	Q3 2021
IBMInternational Business Machines Corp	$6.51M	1.00%	0.00%	-0.5%	Q4 2013
CRMSalesforce, Inc.	$6.25M	0.96%	0.00%	+0.2%	Q3 2025
VZVerizon Communications Inc	$6.21M	0.96%	0.00%	-0.3%	Q4 2013
MAINMain Street Capital CORP	$6.02M	0.93%	0.12%	-0.3%	Q3 2014
EXPEagle Materials Inc	$5.81M	0.90%	0.10%	+10.3%	Q4 2024
ROPRoper Technologies Inc	$5.69M	0.88%	0.02%	+0.3%	Q4 2013
MGRCMcgrath Rentcorp	$5.61M	0.86%	0.21%	-0.7%	Q4 2020
WMWaste Management Inc	$5.56M	0.86%	0.01%	0.0%	Q4 2013
WTRGEssential Utilities, Inc.	$5.32M	0.82%	0.05%	-0.5%	Q1 2020
ACNAccenture plc	$5.26M	0.81%	0.00%	+9.7%	Q3 2017
ULUnilever PLC	$5.22M	0.80%	0.00%	-0.7%	Q4 2013
RELXRelx PLC	$5.19M	0.80%	0.01%	-0.1%	Q1 2016
PFEPfizer Inc	$4.74M	0.73%	0.00%	+6.6%	Q2 2019
WSOWatsco Inc	$4.71M	0.73%	Not reported	-0.4%	Q3 2020
BDXBecton Dickinson & Co	$4.68M	0.72%	0.01%	+5.6%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$4.64M	0.71%	Not reported	Not reported	Q1 2023
LLYELI LILLY & Co	$4.55M	0.70%	0.00%	-1.7%	Q3 2021
BIPCBrookfield Infrastructure Corp	$4.48M	0.69%	0.17%	+0.3%	Q4 2023
ADBEAdobe Inc.	$4.45M	0.68%	0.00%	0.0%	Q4 2022
HSYHershey Co	$4.31M	0.66%	0.01%	0.0%	Q2 2024
MDTMedtronic plc	$4.19M	0.65%	0.00%	-0.1%	Q1 2025

Q4 2025Reported Feb 12, 2026126 positions
BRK.ABerkshire Hathaway Inc	$48.3M	7.34%	Not reported	-7.3%	Q2 2023
AAPLApple Inc.	$27.5M	4.18%	0.00%	+1.1%	Q4 2013
GOOGAlphabet Inc.	$27.2M	4.13%	Not reported	+0.5%	Q4 2015
MSFTMicrosoft Corp	$26.9M	4.09%	0.00%	+4.7%	Q4 2013
EMEEMCOR Group, Inc.	$23.8M	3.61%	0.09%	+0.5%	Q2 2018
AXPAmerican Express Co	$23.2M	3.53%	0.01%	-0.4%	Q1 2014
RTXRTX Corp	$21.3M	3.24%	0.01%	-0.2%	Q2 2020
IAUIshares Gold Trust	$16.5M	2.51%	0.02%	+1.8%	Q1 2023
TJXTJX Companies Inc	$16.3M	2.49%	0.01%	+0.1%	Q4 2014
DEDeere & Co	$11.5M	1.75%	0.01%	+0.7%	Q4 2013
AMGNAmgen Inc	$11M	1.68%	0.01%	-0.3%	Q2 2015
ADPAutomatic Data Processing Inc	$10.4M	1.58%	0.01%	+1.5%	Q4 2013
ETNEaton Corp plc	$9.45M	1.44%	0.01%	+0.5%	Q4 2013
JPMJPMorgan Chase & Co	$9.43M	1.43%	0.00%	+1.4%	Q3 2015
CMICummins Inc	$9.19M	1.40%	0.01%	+0.5%	Q4 2013
CHDChurch & Dwight Co Inc	$9.03M	1.37%	0.04%	-0.1%	Q4 2013
CRMSalesforce, Inc.	$8.86M	1.35%	0.00%	+0.1%	Q3 2025
DHRDanaher Corp	$8.85M	1.35%	0.01%	-0.1%	Q4 2013
HUBBHubbell Inc	$8.66M	1.32%	0.04%	+0.4%	Q3 2018
VVisa Inc.	$8.61M	1.31%	0.00%	+0.4%	Q1 2023
NEENextera Energy Inc	$8.21M	1.25%	0.00%	+0.2%	Q4 2013
JNJJohnson & Johnson	$8.17M	1.24%	0.00%	-2.1%	Q4 2013
CSCOCisco Systems, Inc.	$8.12M	1.23%	0.00%	+0.4%	Q4 2013
IBMInternational Business Machines Corp	$7.99M	1.22%	0.00%	-0.9%	Q4 2013
NVDANvidia Corp	$7.55M	1.15%	0.00%	+26.8%	Q3 2021
CLColgate Palmolive Co	$7.4M	1.13%	0.01%	+92.4%	Q4 2013
WMTWalmart Inc.	$7.39M	1.12%	0.00%	+0.8%	Q3 2017
LFUSLittelfuse Inc	$7.37M	1.12%	0.12%	-0.7%	Q3 2015
ROPRoper Technologies Inc	$7.14M	1.08%	0.02%	+45.9%	Q4 2013
MAINMain Street Capital CORP	$6.88M	1.05%	0.13%	-0.8%	Q3 2014
WSMWilliams Sonoma Inc	$6.85M	1.04%	0.03%	+0.6%	Q4 2017
ACNAccenture plc	$6.49M	0.99%	0.00%	-2.5%	Q3 2017
ADBEAdobe Inc.	$6.4M	0.97%	0.00%	-0.8%	Q4 2022
RELXRelx PLC	$6.34M	0.96%	0.01%	-0.1%	Q1 2016
DELLDell Technologies Inc.	$6.01M	0.91%	0.01%	+0.3%	Q1 2024
ULUnilever PLC	$5.98M	0.91%	0.00%	-1.6%	Q4 2013
EXPEagle Materials Inc	$5.75M	0.87%	0.09%	+48.6%	Q4 2024
NICENICE Ltd.	$5.48M	0.83%	0.08%	-15.2%	Q1 2024
BDXBecton Dickinson & Co	$5.47M	0.83%	0.01%	-7.4%	Q4 2013
LLYELI LILLY & Co	$5.41M	0.82%	0.00%	+0.3%	Q3 2021
MGRCMcgrath Rentcorp	$5.37M	0.82%	0.21%	-0.9%	Q4 2020
WMWaste Management Inc	$5.32M	0.81%	0.01%	+1.3%	Q4 2013
BRBroadridge Financial Solutions, Inc.	$5.19M	0.79%	0.02%	+1.6%	Q4 2014
BIPCBrookfield Infrastructure Corp	$5.13M	0.78%	0.17%	-0.3%	Q4 2023
WTRGEssential Utilities, Inc.	$5.09M	0.77%	0.05%	+0.7%	Q1 2020
VZVerizon Communications Inc	$5.06M	0.77%	0.00%	-0.9%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$4.86M	0.74%	Not reported	Not reported	Q1 2023
MDTMedtronic plc	$4.64M	0.71%	0.00%	+0.3%	Q1 2025
WSOWatsco Inc	$4.38M	0.67%	Not reported	-0.6%	Q3 2020
GPCGenuine Parts Co	$4.17M	0.63%	0.02%	-0.1%	Q4 2013

Q3 2025Reported Oct 20, 2025119 positions
BRK.ABerkshire Hathaway Inc	$52M	8.12%	Not reported	Not reported	Q2 2023
MSFTMicrosoft Corp	$27.5M	4.29%	0.00%	-0.2%	Q4 2013
AAPLApple Inc.	$25.5M	3.97%	0.00%	-0.2%	Q4 2013
EMEEMCOR Group, Inc.	$25.1M	3.92%	0.09%	+0.1%	Q2 2018
GOOGAlphabet Inc.	$21M	3.28%	Not reported	-0.4%	Q4 2015
AXPAmerican Express Co	$20.9M	3.27%	0.01%	+0.1%	Q1 2014
RTXRTX Corp	$19.5M	3.05%	0.01%	0.0%	Q2 2020
TJXTJX Companies Inc	$15.4M	2.40%	0.01%	+0.1%	Q4 2014
IAUIshares Gold Trust	$14.6M	2.27%	0.03%	+1.7%	Q1 2023
ADPAutomatic Data Processing Inc	$11.7M	1.82%	0.01%	-0.3%	Q4 2013
DEDeere & Co	$11.2M	1.75%	0.01%	-0.2%	Q4 2013
ETNEaton Corp plc	$11.1M	1.72%	0.01%	+0.4%	Q4 2013
AMGNAmgen Inc	$9.54M	1.49%	0.01%	0.0%	Q2 2015
CHDChurch & Dwight Co Inc	$9.45M	1.48%	0.04%	-0.4%	Q4 2013
FFIVF5, Inc.	$9.45M	1.47%	0.05%	-0.3%	Q1 2020
JPMJPMorgan Chase & Co	$9.1M	1.42%	0.00%	+0.2%	Q3 2015
HUBBHubbell Inc	$8.36M	1.30%	0.04%	+0.3%	Q3 2018
VVisa Inc.	$8.35M	1.30%	0.00%	-0.1%	Q1 2023
NICENICE Ltd.	$8.28M	1.29%	0.09%	-0.1%	Q1 2024
CRMSalesforce, Inc.	$7.93M	1.24%	0.00%	New	Q3 2025
NEENextera Energy Inc	$7.7M	1.20%	0.00%	+0.5%	Q4 2013
IBMInternational Business Machines Corp	$7.68M	1.20%	0.00%	+0.2%	Q4 2013
DHRDanaher Corp	$7.68M	1.20%	0.01%	-0.1%	Q4 2013
LFUSLittelfuse Inc	$7.61M	1.19%	0.12%	-0.1%	Q3 2015
CMICummins Inc	$7.57M	1.18%	0.01%	+0.2%	Q4 2013
RELXRelx PLC	$7.49M	1.17%	0.01%	+1.9%	Q1 2016
JNJJohnson & Johnson	$7.48M	1.17%	0.00%	+0.2%	Q4 2013
WSMWilliams Sonoma Inc	$7.45M	1.16%	0.03%	-0.2%	Q4 2017
MAINMain Street Capital CORP	$7.31M	1.14%	0.13%	+0.3%	Q3 2014
CSCOCisco Systems, Inc.	$7.18M	1.12%	0.00%	0.0%	Q4 2013
WMTWalmart Inc.	$6.77M	1.06%	0.00%	-0.1%	Q3 2017
DELLDell Technologies Inc.	$6.75M	1.05%	0.01%	+1.0%	Q1 2024
ADBEAdobe Inc.	$6.51M	1.02%	0.00%	-0.2%	Q4 2022
ULUnilever PLC	$6.2M	0.97%	0.00%	+1.5%	Q4 2013
ACNAccenture plc	$6.12M	0.96%	0.00%	-0.7%	Q3 2017
MGRCMcgrath Rentcorp	$6.06M	0.95%	0.21%	+0.3%	Q4 2020
NVDANvidia Corp	$5.96M	0.93%	0.00%	-0.1%	Q3 2021
BDXBecton Dickinson & Co	$5.7M	0.89%	0.01%	-0.2%	Q4 2013
VZVerizon Communications Inc	$5.5M	0.86%	0.00%	+1.0%	Q4 2013
ROPRoper Technologies Inc	$5.48M	0.86%	0.01%	-0.2%	Q4 2013
BRBroadridge Financial Solutions, Inc.	$5.45M	0.85%	0.02%	+0.3%	Q4 2014
WSOWatsco Inc	$5.28M	0.82%	Not reported	+0.4%	Q3 2020
WMWaste Management Inc	$5.28M	0.82%	0.01%	+0.4%	Q4 2013
WTRGEssential Utilities, Inc.	$5.26M	0.82%	0.05%	+0.6%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$4.75M	0.74%	Not reported	Not reported	Q1 2023
GPCGenuine Parts Co	$4.71M	0.73%	0.02%	+0.5%	Q4 2013
BIPCBrookfield Infrastructure Corp	$4.66M	0.73%	0.17%	+3.6%	Q4 2023
MDTMedtronic plc	$4.59M	0.72%	0.00%	+1.0%	Q1 2025
PFEPfizer Inc	$4.42M	0.69%	0.00%	+0.6%	Q2 2019
EXPEagle Materials Inc	$4.36M	0.68%	0.06%	-0.4%	Q4 2024

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