Hamilton Point Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Hamilton Point Investment Advisors, LLC held in its portfolio 187 assets valued at $657,834,175 (i.e. $657.83M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($48.31M), VANGUARD CHARLOTTE FDS ($42.11M), and APPLE INC ($27.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 187 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hamilton Point Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 64 | 48307200 | CL A |
| VANGUARD CHARLOTTE FDS | 871392 | 42105644 | TOTAL INT BD ETF |
| APPLE INC | 101114 | 27488849 | COM |
| ALPHABET INC | 86638 | 27186891 | CAP STK CL C |
| MICROSOFT CORP | 55612 | 26895199 | COM |
| EMCOR GROUP INC | 38867 | 23778282 | COM |
| AMERICAN EXPRESS CO | 62749 | 23213957 | COM |
| RTX CORPORATION | 116337 | 21336186 | COM |
| ISHARES GOLD TR | 203598 | 16526016 | ISHARES NEW |
| TJX COS INC NEW | 106437 | 16349856 | COM |
| AMERICAN CENTY ETF TR | 138486 | 14122825 | US SML CP VALU |
| DEERE & CO | 24612 | 11498342 | COM |
| AMGEN INC | 33682 | 11024487 | COM |
| AUTOMATIC DATA PROCESSING IN | 40112 | 10385687 | COM |
| EATON CORP PLC | 29683 | 9454300 | SHS |
| JPMORGAN CHASE & CO. | 29257 | 9427032 | COM |
| CUMMINS INC | 18002 | 9189035 | COM |
| CHURCH & DWIGHT CO INC | 107721 | 9032386 | COM |
| SALESFORCE INC | 33408 | 8864027 | COM |
| DANAHER CORPORATION | 38627 | 8854891 | COM |
| HUBBELL INC | 19500 | 8660009 | COM |
| VISA INC | 24556 | 8612110 | COM CL A |
| NEXTERA ENERGY INC | 102242 | 8207959 | COM |
| JOHNSON & JOHNSON | 39490 | 8172552 | COM |
| CISCO SYS INC | 105357 | 8115676 | COM |
| INTERNATIONAL BUSINESS MACHS | 26990 | 7994683 | COM |
| NVIDIA CORPORATION | 40475 | 7548614 | COM |
| COLGATE PALMOLIVE CO | 93674 | 7402083 | COM |
| WALMART INC | 66219 | 7392967 | COM |
| LITTELFUSE INC | 29158 | 7374751 | COM |
| ROPER TECHNOLOGIES INC | 16033 | 7136901 | COM |
| MAIN STR CAP CORP | 114005 | 6884788 | COM |
| WILLIAMS SONOMA INC | 38346 | 6848202 | COM |
| ACCENTURE PLC IRELAND | 24182 | 6488074 | SHS CLASS A |
| ADOBE INC | 18291 | 6401667 | COM |
| RELX PLC | 156765 | 6336431 | SPONSORED ADR |
| DELL TECHNOLOGIES INC | 47780 | 6014555 | CL C |
| UNILEVER PLC | 91387 | 5976710 | SPON ADR NEW |
| EAGLE MATLS INC | 27796 | 5752135 | COM |
| NICE LTD | 48489 | 5481197 | SPONSORED ADR |
| BECTON DICKINSON & CO | 28189 | 5470583 | COM |
| ELI LILLY & CO | 5032 | 5408256 | COM |
| MCGRATH RENTCORP | 51199 | 5372272 | COM |
| WASTE MGMT INC DEL | 24203 | 5317696 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 23148 | 5188456 | COM |
| BROOKFIELD INFRASTRUCTURE CO | 113046 | 5132286 | COM SUB VTG A |
| ESSENTIAL UTILS INC | 132788 | 5093735 | COM |
| VERIZON COMMUNICATIONS INC | 124150 | 5056616 | COM |
| SPDR S&P 500 ETF TR | 7109 | 4861735 | TR UNIT |
| MEDTRONIC PLC | 47973 | 4642351 | SHS |
| WATSCO INC | 12996 | 4378961 | COM |
| GENUINE PARTS CO | 33670 | 4174470 | COM |
| PFIZER INC | 158183 | 3938766 | COM |
| HERSHEY CO | 20740 | 3774266 | COM |
| TEXAS INSTRS INC | 21046 | 3651214 | COM |
| PAYCHEX INC | 31109 | 3489781 | COM |
| RIO TINTO PLC | 41266 | 3302547 | SPONSORED ADR |
| NIKE INC | 51016 | 3270687 | CL B |
| VITAL FARMS INC | 100000 | 3194000 | COM |
| EOG RES INC | 28590 | 3002282 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5454 | 2741453 | CL B NEW |
| S&P GLOBAL INC | 3808 | 1990023 | COM |
| VANGUARD INDEX FDS | 2795 | 1752828 | S&P 500 ETF SHS |
| ALPHABET INC | 4938 | 1545596 | CAP STK CL A |
| TRUST FOR PROFESSIONAL MANAG | 52518 | 1421378 | JENSEN QUALITY |
| ABBVIE INC | 6218 | 1420775 | COM |
| WW GRAINGER INC | 1276 | 1287548 | COM |
| ADVANCED MICRO DEVICES INC | 5903 | 1264186 | COM |
| ABBOTT LABS | 9971 | 1249293 | COM |
| MERCK & CO INC | 11687 | 1240131 | COM |
| UNION PAC CORP | 5253 | 1215124 | COM |
| ISHARES TR | 2515 | 1190351 | RUS 1000 GRW ETF |
| AMAZON COM INC | 4872 | 1124543 | COM |
| EXXON MOBIL CORP | 8522 | 1025537 | COM |
| COCA COLA CO | 14250 | 996218 | COM |
| PEPSICO INC | 6800 | 985681 | COM |
| MARSH & MCLENNAN COS INC | 5158 | 956849 | COM |
| SPDR GOLD TR | 2367 | 938066 | GOLD SHS |
| LOWES COS INC | 3853 | 929189 | COM |
| PROCTER AND GAMBLE CO | 6130 | 878552 | COM |
| INVESCO QQQ TR | 1391 | 854505 | UNIT SER 1 |
| ISHARES TR | 1215 | 832202 | CORE S&P500 ETF |
| ILLINOIS TOOL WKS INC | 3219 | 798022 | COM |
| META PLATFORMS INC | 1182 | 780512 | CL A |
| VANGUARD INDEX FDS | 3772 | 720414 | VALUE ETF |
| SEAGATE TECHNOLOGY HLDNGS PL | 2436 | 672653 | ORD SHS |
| BROADCOM INC | 1929 | 667582 | COM |
| SCHWAB STRATEGIC TR | 25067 | 657507 | US BRD MKT ETF |
| TYLER TECHNOLOGIES INC | 1361 | 617826 | COM |
| VANGUARD SPECIALIZED FUNDS | 2726 | 599120 | DIV APP ETF |
| PHILIP MORRIS INTL INC | 3672 | 594395 | COM |
| VANGUARD WORLD FD | 768 | 578903 | INF TECH ETF |
| LOCKHEED MARTIN CORP | 1154 | 558155 | COM |
| PATHFINDER BANCORP INC MD | 38429 | 542233 | COM |
| MCDONALDS CORP | 1750 | 534845 | COM |
| UNITEDHEALTH GROUP INC | 1614 | 532743 | COM |
| ISHARES TR | 2527 | 531529 | RUS 1000 VAL ETF |
| FAIR ISAAC CORP | 269 | 454777 | COM |
| ASML HOLDING N V | 403 | 431228 | N Y REGISTRY SHS |
| MICROCHIP TECHNOLOGY INC. | 6696 | 426669 | COM |
| COSTCO WHSL CORP NEW | 457 | 394511 | COM |
| GENERAL DYNAMICS CORP | 1159 | 390189 | COM |
| HOME DEPOT INC | 1126 | 387391 | COM |
| 3M CO | 2351 | 376395 | COM |
| EMERSON ELEC CO | 2742 | 363910 | COM |
| HONEYWELL INTL INC | 1851 | 361112 | COM |
| CAPITAL ONE FINL CORP | 1478 | 358208 | COM |
| THE CIGNA GROUP | 1261 | 347065 | COM |
| LAM RESEARCH CORP | 2020 | 346309 | COM NEW |
| BANK AMERICA CORP | 5980 | 328900 | COM |
| MCKESSON CORP | 394 | 323517 | COM |
| CORNING INC | 3607 | 315836 | COM |
| MASTERCARD INCORPORATED | 524 | 299141 | CL A |
| DUKE ENERGY CORP NEW | 2532 | 296754 | COM NEW |
| RAYONIER INC | 13526 | 292838 | COM |
| STRYKER CORPORATION | 817 | 287880 | COM |
| CROWDSTRIKE HLDGS INC | 586 | 274697 | CL A |
| SPDR SERIES TRUST | 2879 | 269445 | STATE STREET SPD |
| VANGUARD STAR FDS | 3347 | 252498 | VG TL INTL STK F |
| INTEL CORP | 6808 | 251215 | COM |
| SOUTHERN CO | 2879 | 251054 | COM |
| SELECT SECTOR SPDR TR | 1732 | 249356 | STATE STREET TEC |
| PROFESIONALLY MANAGED PORTFO | 3732 | 244483 | AKRE FOCUS ETF |
| SCHWAB STRATEGIC TR | 10072 | 242131 | INTL EQTY ETF |
| CONOCOPHILLIPS | 2536 | 237395 | COM |
| VANGUARD WHITEHALL FDS | 1648 | 236478 | HIGH DIV YLD |
| VANGUARD TAX-MANAGED FDS | 3680 | 229890 | VAN FTSE DEV MKT |
| OREILLY AUTOMOTIVE INC | 2520 | 229849 | COM |
| MARKEL GROUP INC | 102 | 219264 | COM |
| T-MOBILE US INC | 1074 | 218000 | COM |
| TESLA INC | 485 | 217974 | COM |
| VANGUARD SCOTTSDALE FDS | 2190 | 217949 | VNG RUS2000IDX |
| ORACLE CORP | 1118 | 217909 | COM |
| PACCAR INC | 1950 | 216275 | COM |
| ISHARES TR | 2404 | 215021 | CORE MSCI EAFE |
| MICRON TECHNOLOGY INC | 748 | 213573 | COM |
| ISHARES TR | 1698 | 209258 | S&P 500 GRWT ETF |
| CHEVRON CORP NEW | 1350 | 205771 | COM |
| VANGUARD INDEX FDS | 420 | 204901 | GROWTH ETF |
| WELLS FARGO CO NEW | 1968 | 183418 | COM |
| SELECT SECTOR SPDR TR | 1128 | 174614 | STATE STREET HEA |
| ISHARES TR | 1759 | 169339 | RUS MID CAP ETF |
| WELLS FARGO CO NEW | 135 | 163620 | PERP PFD CNV A |
| ISHARES TR | 1039 | 146498 | RUS MDCP VAL ETF |
| EA SERIES TRUST | 5639 | 131383 | EA BRIDGEWAY OMN |
| EA SERIES TRUST | 3650 | 127670 | FREEDOM DAY |
| SELECT SECTOR SPDR TR | 2708 | 121078 | STATE STREET ENE |
| ISHARES TR | 3464 | 107257 | PFD AND INCM SEC |
| ISHARES TR | 1574 | 103866 | CORE S&P MCP ETF |
| ISHARES TR | 1075 | 103232 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 273 | 91529 | TOTAL STK MKT |
| ISHARES TR | 662 | 90607 | RUS MD CP GR ETF |
| SELECT SECTOR SPDR TR | 754 | 90035 | STATE STREET CON |
| ISHARES TR | 323 | 79510 | RUSSELL 2000 ETF |
| ISHARES TR | 386 | 77076 | U.S. TECH ETF |
| SELECT SECTOR SPDR TR | 1393 | 76291 | STATE STREET FIN |
| ANAVEX LIFE SCIENCES CORP | 20300 | 72268 | COM NEW |
| ISHARES TR | 213 | 64145 | ISHARES SEMICDTR |
| ISHARES TR | 294 | 62349 | S&P 500 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 1004 | 60170 | INTER TERM TREAS |
| ISHARES TR | 467 | 56127 | CORE S&P SCP ETF |
| VANGUARD WHITEHALL FDS | 610 | 55785 | INTL DVD ETF |
| SELECT SECTOR SPDR TR | 1154 | 52354 | STATE STREET MAT |
| SELECT SECTOR SPDR TR | 333 | 51655 | STATE STREET IND |
| SCHWAB STRATEGIC TR | 1112 | 50018 | FUNDAMENTAL INTL |
| ISHARES TR | 408 | 44941 | TRUST ISHARE 0-1 |
| VANGUARD INDEX FDS | 144 | 41792 | MID CAP ETF |
| ISHARES TR | 326 | 37138 | EAFE GRWTH ETF |
| SCHWAB STRATEGIC TR | 1064 | 30303 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 835 | 30110 | FUNDAMENTAL EMER |
| SCHWAB STRATEGIC TR | 840 | 26468 | FUNDAMENTAL US S |
| ISHARES TR | 325 | 25197 | EAFE SML CP ETF |
| SCHWAB STRATEGIC TR | 894 | 24058 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 130 | 23058 | MCAP VL IDXVIP |
| ISHARES TR | 220 | 13127 | SELECT US REIT |
| VANGUARD INDEX FDS | 54 | 11437 | SM CP VAL ETF |
| LONGEVERON INC | 22446 | 11358 | CL A NEW |
| SCHWAB STRATEGIC TR | 345 | 11299 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 214 | 9743 | INTL SCEQT ETF |
| SCHWAB STRATEGIC TR | 348 | 9469 | FUNDAMENTAL US L |
| VANGUARD INDEX FDS | 83 | 7345 | REAL ESTATE ETF |
| SELECT SECTOR SPDR TR | 60 | 7063 | STATE STREET COM |
| SCHWAB STRATEGIC TR | 184 | 3844 | US REIT ETF |
| VANGUARD INDEX FDS | 12 | 3095 | SMALL CP ETF |
| ISHARES TR | 26 | 2865 | IBOXX INV CP ETF |
| ISHARES TR | 16 | 911 | CRE U S REIT ETF |
| ISHARES TR | 1 | 61 | U.S. REAL ES ETF |
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