Hamilton Point Investment Advisors, LLC

Hamilton Point Investment Advisors, LLC reported 193 holdings worth US$710M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Hamilton Point Investment Advisors, LLC reported 193 holdings worth US$710M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. Filed Jul 28, 2026 (Form 13F).

Holdings
193
Value as reported
US$710M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.92,744US$46.4M6.5%
Alphabet Inc (google) Class C89,664US$32M4.5%
Apple Inc100KUS$29M4.1%
Emcor Group, Inc.30,400US$25.2M3.6%
Rtx Corporation114KUS$21.6M3.0%
American Express Company62,002US$21M3.0%
Dell Technologies Inc.47,941US$20.7M2.9%
Microsoft Corp.54,539US$20.3M2.9%
Tjx Companies, Inc. (the)105KUS$15.9M2.2%
Deere & Company24,215US$15.4M2.2%
Littelfuse, Inc.28,995US$13.2M1.9%
Cummins Inc.18,109US$12.9M1.8%
Cisco Systems, Inc.105KUS$12.3M1.7%
Amgen Inc.33,116US$12M1.7%
Johnson & Johnson41,843US$10.6M1.5%
Hubbell Inc19,423US$10.2M1.4%
Church & Dwight Company, Inc.104KUS$10.1M1.4%
Jp Morgan Chase & Co.29,054US$9.51M1.3%
Nextera Energy, Inc.104KUS$9.14M1.3%
Williams-sonoma, Inc.38,573US$8.99M1.3%
Automatic Data Processing, Inc.39,089US$8.82M1.2%
Colgate-palmolive Company91,862US$8.42M1.2%
Visa Inc.24,313US$8.34M1.2%
Arthur J. Gallagher & Co.33,955US$7.8M1.1%
Nvidia Corporation38,697US$7.74M1.1%
International Business Machines Corporation26,875US$7.56M1.1%
Walmart Inc.65,116US$7.38M1.0%
Danaher Corporation37,758US$7.21M1.0%
Asml Holding Nv3,557US$7.08M1.00%
Eagle Materials Inc29,898US$6.73M0.95%
Texas Instruments Incorporated21,120US$6.3M0.89%
Mcgrath Rentcorp50,475US$6.11M0.86%
Main Street Capital Corporation114KUS$5.9M0.83%
Eli Lilly And Company4,813US$5.77M0.81%
Waste Management, Inc.24,232US$5.4M0.76%
Roper Technologies, Inc.15,792US$5.34M0.75%
Unilever Plc88,808US$5.34M0.75%
Watsco, Inc.12,772US$5.32M0.75%
Verizon Communications Inc.125KUS$5.29M0.74%
Salesforce, Inc.33,016US$5.19M0.73%
Essential Utilities, Inc.131KUS$5.01M0.71%
Labcorp Holdings Inc.17,697US$4.96M0.70%
Relx Plc155KUS$4.92M0.69%
Brookfield Infrastructure Corporation Class A114KUS$4.37M0.62%
Pfizer, Inc.168KUS$4.04M0.57%
Rio Tinto Plc41,201US$3.91M0.55%
Genuine Parts Company32,288US$3.84M0.54%
Eog Resources, Inc.28,359US$3.68M0.52%
Adobe Inc.17,840US$3.66M0.52%
The Hershey Company20,611US$3.62M0.51%
Broadridge Financial Solutions, Inc.22,562US$3.11M0.44%
Paychex, Inc.30,501US$3M0.42%
Advanced Micro Devices Inc4,875US$2.83M0.40%
W.w. Grainger, Inc.1,276US$1.74M0.24%
Abbvie Inc.6,155US$1.55M0.22%
S&p Global Inc.3,800US$1.55M0.22%
Merck & Company, Inc.11,687US$1.51M0.21%
Union Pacific Corporation5,253US$1.43M0.20%
Exxon Mobil Corporation8,610US$1.18M0.17%
Coca-cola Company (the)14,250US$1.17M0.16%
Vital Farms, Inc.100KUS$1.16M0.16%
Amazon.com, Inc.4,750US$1.13M0.16%
Corning Incorporated3,722US$951K0.13%
Intel Corporation6,808US$951K0.13%
Pepsico, Inc.6,698US$907K0.13%
Procter & Gamble Company (the)6,041US$886K0.12%
Abbott Laboratories9,751US$885K0.12%
Lam Research Corporation2,020US$876K0.12%
Illinois Tool Works Inc.3,180US$865K0.12%
Micron Technology, Inc.748US$863K0.12%
Marsh5,126US$854K0.12%
Lowe's Companies, Inc.3,787US$835K0.12%
Philip Morris International Inc3,672US$670K0.09%
Broadcom Inc.1,629US$615K0.09%
Pathfinder Bancorp, Inc.38,429US$610K0.09%
Meta Platforms, Inc.1,076US$606K0.09%
Microchip Technology Incorporated6,641US$606K0.09%
Unitedhealth Group Incorporated1,457US$606K0.09%
Lockheed Martin Corporation1,113US$567K0.08%
Marvell Technology, Inc.1,874US$558K0.08%
Applied Materials, Inc.739US$534K0.08%
Mcdonald's Corporation1,720US$465K0.07%
Costco Wholesale Corporation452US$423K0.06%
Tyler Technologies, Inc.1,437US$420K0.06%
General Dynamics Corporation1,159US$411K0.06%
Emerson Electric Company2,742US$393K0.06%
Home Depot, Inc. (the)1,100US$388K0.05%
3m Company2,351US$381K0.05%
Crowdstrike Holdings, Inc.473US$361K0.05%
Bank Of America Corporation5,980US$341K0.05%
Kla Corporation1,098US$331K0.05%
Duke Energy Corporation (holding Company)2,531US$320K0.05%
Wells Fargo & Company3,858US$319K0.04%
Fair Isaac Corporation266US$318K0.04%
Quanta Services, Inc.431US$310K0.04%
The Cigna Group1,122US$309K0.04%
Taiwan Semiconductor Manufacturing Co., Ltd.632US$302K0.04%
Capital One Financial Corporation1,478US$297K0.04%
Mckesson Corporation380US$287K0.04%
Rayonier Inc. Reit13,463US$286K0.04%

Every holding of Hamilton Point Investment Advisors, LLC

Source

View original at SEC

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