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Institutional

Hamilton Point Investment Advisors, LLC

CIK 0001599746
$710.2M
Reported AUM
192
Positions
Q2 2026
Period
2026-07-28
Filed

Editorial summary

Summary for Hamilton Point Investment Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

BNDX$44.5MBERKSHI$42.7MGOOGAAPLEMERTXAXPDELLMSFTAVUVTJXIAUOther$405.6MHL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BNDXVANGUARD CHARLOTTE FDS$47.81-0.38%0.99%0.26%$44.5M6.27%HELD
2BRK/ABERKSHIRE HATHAWAY INC DEL$42.7M6.01%HELD
3GOOGALPHABET INC$335.921.00%75.60%130.67%$30.3M4.27%HELD
4AAPLAPPLE INC$338.10-0.58%67.77%128.17%$29.0M4.09%HELD
5EMEEMCOR GROUP INC$672.17-4.77%13.22%490.34%$25.2M3.55%HELD
6RTXRTX CORPORATION$215.36-1.47%40.31%183.53%$21.6M3.05%HELD
7AXPAMERICAN EXPRESS CO$331.54-1.51%15.62%115.55%$21.0M2.95%HELD
8DELLDELL TECHNOLOGIES INC$369.43-5.78%194.02%723.75%$20.7M2.91%HELD
9MSFTMICROSOFT CORP$390.50-0.72%-24.89%34.54%$20.3M2.86%HELD
10AVUVAMERICAN CENTY ETF TR$125.12-0.85%40.57%80.30%$17.7M2.49%HELD
11TJXTJX COS INC NEW$161.650.53%29.50%137.54%$15.9M2.24%HELD
12IAUISHARES GOLD TR$76.040.45%19.61%119.23%$15.5M2.19%HELD
13DEDEERE & CO$610.95-4.52%29.32%80.76%$15.4M2.17%HELD
14LFUSLITTELFUSE INC$410.474.70%70.99%56.04%$13.2M1.86%HELD
15CMICUMMINS INC$606.30-5.50%74.90%190.03%$12.9M1.82%HELD
16ETNEATON CORP PLC$361.85-6.32%2.48%147.32%$12.5M1.76%HELD
17CSCOCISCO SYS INC$112.53-2.64%75.85%125.29%$12.3M1.74%HELD
18AVEMAMERICAN CENTY ETF TR$85.87-2.14%30.84%50.59%$12.3M1.73%HELD
19AMGNAMGEN INC$387.64-1.39%36.39%102.46%$12.0M1.69%HELD
20JNJJOHNSON & JOHNSON$265.69-0.39%64.28%77.25%$10.6M1.50%HELD
21HUBBHUBBELL INC$460.96-4.69%10.23%142.70%$10.2M1.43%HELD
22CHDCHURCH & DWIGHT CO INC$99.86-0.07%7.69%26.41%$10.1M1.42%HELD
23JPMJPMORGAN CHASE & CO$345.27-3.37%25.84%153.16%$9.5M1.34%HELD
24NEENEXTERA ENERGY INC$88.50-0.87%30.49%20.68%$9.1M1.29%HELD
25WSMWILLIAMS SONOMA INC$233.81-1.06%27.70%178.24%$9.0M1.27%HELD
26ADPAUTOMATIC DATA PROCESSING IN$273.373.48%-9.63%41.03%$8.8M1.24%HELD
27CLCOLGATE PALMOLIVE CO$93.490.82%13.82%34.02%$8.4M1.19%HELD
28VVISA INC$369.540.80%9.62%67.02%$8.3M1.17%HELD
29AJGGALLAGHER ARTHUR J & CO$268.911.36%-5.59%94.65%$7.8M1.10%HELD
30NVDANVIDIA CORPORATION$190.16-3.48%13.56%782.99%$7.7M1.09%HELD
31IBMINTERNATIONAL BUSINESS MACHS$226.60-0.42%$7.6M1.06%HELD
32WMTWALMART INC$114.190.97%$7.4M1.04%HELD
33DHRDANAHER CORP DEL$196.53-1.27%$7.2M1.01%HELD
34ASMLASML HLDG NV$1549.45-2.12%$7.1M1.00%HELD
35EXPEAGLE MATLS INC$209.79-5.52%$6.7M0.95%HELD
36TXNTEXAS INSTRS INC$271.30-2.08%$6.3M0.89%HELD
37MGRCMCGRATH RENTCORP$117.00-2.48%$6.1M0.86%HELD
38MAINMAIN STR CAP CORP$54.32-1.81%$5.9M0.83%HELD
39LLYELI LILLY & CO$1211.59-0.74%$5.8M0.81%HELD
40WMWASTE MGMT INC DEL$236.52-1.21%$5.4M0.76%HELD
41ROPROPER TECHNOLOGIES INC$408.074.39%$5.3M0.75%HELD
42ULUNILEVER PLC$66.00-1.30%$5.3M0.75%HELD
43WSOWATSCO INC$320.02-12.92%$5.3M0.75%HELD
44SPYSTATE STR SPDR S&P 500 ETF T$729.62-1.52%$5.3M0.75%HELD
45VZVERIZON COMMUNICATIONS INC$47.24-1.97%$5.3M0.74%HELD
46CRMSALESFORCE INC$188.463.83%$5.2M0.73%HELD
47WTRGESSENTIAL UTILS INC$40.70-0.02%$5.0M0.71%HELD
48LHLABCORP HOLDINGS INC$307.15-2.25%$5.0M0.70%HELD
49RELXRELX PLC$38.231.24%$4.9M0.69%HELD
50BIPCBROOKFIELD INFRASTRUCTURE CO$43.231.67%$4.4M0.62%HELD
51PFEPFIZER INC$25.16-0.36%$4.0M0.57%HELD
52RIORIO TINTO PLC$93.662.20%$3.9M0.55%HELD
53GPCGENUINE PARTS CO$129.980.21%$3.8M0.54%HELD
54BRK/BBERKSHIRE HATHAWAY INC DEL$3.7M0.52%HELD
55MDTMEDTRONIC PLC$87.570.80%$3.7M0.52%HELD
56EOGEOG RES INC$145.944.51%$3.7M0.52%HELD
57ADBEADOBE INC$263.435.72%$3.7M0.52%HELD
58HSYHERSHEY CO$183.910.28%$3.6M0.51%HELD
59ACNACCENTURE PLC IRELAND$173.225.20%$3.3M0.46%HELD
60BRBROADRIDGE FINL SOLUTIONS IN$159.200.64%$3.1M0.44%HELD
61PAYXPAYCHEX INC$122.132.74%$3.0M0.42%HELD
62AMDADVANCED MICRO DEVICES INC$429.56-5.51%$2.8M0.40%HELD
63VOOVANGUARD INDEX FDS$670.55-1.53%$2.1M0.29%HELD
64STXSEAGATE TECHNOLOGY HLDNGS PL$764.122.25%$1.9M0.26%HELD
65GOOGLALPHABET INC$336.300.78%$1.7M0.25%HELD
66GWWWW GRAINGER INC$1358.92-2.86%$1.7M0.24%HELD
67ABBVABBVIE INC$263.620.16%$1.5M0.22%HELD
68SPGIS&P GLOBAL INC$419.89-1.05%$1.5M0.22%HELD
69MRKMERCK & CO INC$130.39-1.08%$1.5M0.21%HELD
70UNPUNION PAC CORP$292.37-0.71%$1.4M0.20%HELD
71JGRWTRUST FOR PROFESSIONAL MANAG$27.40-1.06%$1.4M0.20%HELD
72IWFISHARES TR$114.05-2.09%$1.3M0.18%HELD
73XOMEXXON MOBIL CORP$156.882.51%$1.2M0.17%HELD
74KOCOCA COLA CO$89.130.97%$1.2M0.16%HELD
75VITLVITAL FARMS INC$13.68-1.01%$1.2M0.16%HELD
76AMZNAMAZON COM INC$226.46-1.91%$1.1M0.16%HELD
77QQQINVESCO QQQ TR$661.60-2.06%$1.0M0.14%HELD
78GLWCORNING INC$124.06-1.55%$951K0.13%HELD
79INTCINTEL CORP$81.88-5.12%$951K0.13%HELD
80IVVISHARES TR$733.37-1.46%$910K0.13%HELD
81PEPPEPSICO INC$143.500.45%$907K0.13%HELD
82PGPROCTER & GAMBLE CO$146.12-1.85%$886K0.12%HELD
83ABTABBOTT LABORATORIES$108.070.75%$885K0.12%HELD
84LRCXLAM RESEARCH CORP$252.35-6.40%$876K0.12%HELD
85ITWILLINOIS TOOL WKS INC$292.45-0.92%$865K0.12%HELD
86MUMICRON TECHNOLOGY INC$740.40-9.77%$863K0.12%HELD
87MRSHMARSH & MCLENNAN COS INC$197.582.80%$854K0.12%HELD
88GLDSPDR GOLD TR$371.000.44%$847K0.12%HELD
89LOWLOWES COS INC$215.67-1.18%$835K0.12%HELD
90VTVVANGUARD INDEX FDS$219.80-1.43%$822K0.12%HELD
91VGTVANGUARD WORLD FD$108.26-2.35%$734K0.10%HELD
92SCHBSCHWAB STRATEGIC TR$28.22-1.54%$726K0.10%HELD
93PMPHILIP MORRIS INTL INC$198.43-0.87%$670K0.09%HELD
94VIGVANGUARD SPECIALIZED FUNDS$238.56-1.32%$645K0.09%HELD
95IWDISHARES TR$249.52-1.00%$617K0.09%HELD
96AVGOBROADCOM INC$370.73-2.67%$615K0.09%HELD
97PBHCPATHFINDER BANCORP INC MD$16.000.00%$610K0.09%HELD
98METAMETA PLATFORMS INC$585.07-1.41%$606K0.09%HELD
99MCHPMICROCHIP TECHNOLOGY INC.$71.37-5.73%$606K0.09%HELD
100UNHUNITEDHEALTH GROUP INC$420.71-1.88%$606K0.09%HELD
101LMTLOCKHEED MARTIN CORP$567K0.08%HELD
102MRVLMARVELL TECHNOLOGY INC$558K0.08%HELD
103AMATAPPLIED MATLS INC$534K0.08%HELD
104MCDMCDONALDS CORP$465K0.07%HELD
105COSTCOSTCO WHOLESALE CORPORATION$423K0.06%HELD
106TYLTYLER TECHNOLOGIES INC$420K0.06%HELD
107GDGENERAL DYNAMICS CORP$411K0.06%HELD
108EMREMERSON ELEC CO$393K0.06%HELD
109HDHOME DEPOT INC$388K0.05%HELD
110MMM3M CO$381K0.05%HELD
111CRWDCROWDSTRIKE HLDGS INC$361K0.05%HELD
112BACBANK OF AMER CORP$341K0.05%HELD
113KLACKLA CORP$331K0.05%HELD
114DUKDUKE ENERGY CORP NEW$320K0.05%HELD
115FICOFAIR ISAAC CORP$318K0.04%HELD
116XLKSELECT SECTOR SPDR TR$317K0.04%HELD
117QUREQUANTA SVCS INC$310K0.04%HELD
118CITHE CIGNA GROUP$309K0.04%HELD
119TSMTAIWAN SEMICONDUCTOR MANUFAC$302K0.04%HELD
120COFCAPITAL ONE FINL CORP$297K0.04%HELD
121MCKMCKESSON CORP$287K0.04%HELD
122RYNRAYONIER INC$286K0.04%HELD
123VXUSVANGUARD STAR FDS$286K0.04%HELD
124FTNTFORTINET INC$286K0.04%HELD
125SCHFSCHWAB STRATEGIC TR$279K0.04%HELD
126SOSOUTHERN CO$276K0.04%HELD
127MAMASTERCARD INCORPORATED$265K0.04%HELD
128VEAVANGUARD TAX-MANAGED FDS$252K0.04%HELD
129COPCONOCOPHILLIPS$249K0.04%HELD
130PCARPACCAR INC$234K0.03%HELD
131CCITIGROUP INC$232K0.03%HELD
132ORLYOREILLY AUTOMOTIVE INC$231K0.03%HELD
133JBLJABIL INC$226K0.03%HELD
134IEFAISHARES TR$224K0.03%HELD
135CVXCHEVRON CORPORATION$224K0.03%HELD
136SYKSTRYKER CORPORATION$223K0.03%HELD
137VUGVANGUARD INDEX FDS$217K0.03%HELD
138VYMVANGUARD WHITEHALL FDS$217K0.03%HELD
139PSAPUBLIC STORAGE$208K0.03%HELD
140HONHONEYWELL INTL INC$207K0.03%HELD
141IVWISHARES TR$206K0.03%HELD
142HONAHONEYWELL AEROSPACE INC$204K0.03%HELD
143TSLATESLA INC$204K0.03%HELD
144OKEONEOK INC NEW$203K0.03%HELD
145KEYSKEYSIGHT TECHNOLOGIES INC$200K0.03%HELD
146IWRISHARES TR$194K0.03%HELD
147XTNSPDR SERIES TRUST$188K0.03%HELD
148XLVSELECT SECTOR SPDR TR$179K0.03%HELD
149IWSISHARES TR$171K0.02%HELD
150WMT2WELLS FARGO & CO$163K0.02%HELD
151WFC 7.5 PERP LWELLS FARGO & CO$156K0.02%HELD
152SOXXISHARES TR$136K0.02%HELD
153XLESELECT SECTOR SPDR TR$127K0.02%HELD
154EFAISHARES TR$112K0.02%HELD
155IJHISHARES TR$103K0.01%HELD
156IYWISHARES TR$97K0.01%HELD
157IWPISHARES TR$97K0.01%HELD
158IWMISHARES TR$91K0.01%HELD
159XLYSELECT SECTOR SPDR TR$88K0.01%HELD
160VOEVANGUARD INDEX FDS$70K0.01%HELD
161VOVANGUARD INDEX FDS$68K0.01%HELD
162XLFSELECT SECTOR SPDR TR$67K0.01%HELD
163IVEISHARES TR$67K0.01%HELD
164XHBSPDR SERIES TRUST$64K0.01%HELD
165VTIVANGUARD INDEX FDS$62K0.01%HELD
166XLISELECT SECTOR SPDR TR$62K0.01%HELD
167QUALISHARES TR$62K0.01%HELD
168VIGIVANGUARD WHITEHALL FDS$57K0.01%HELD
169IJRISHARES TR$55K0.01%HELD
170AVXLANAVEX LIFE SCIENCES CORP$53K0.01%HELD
171SCHRSCHWAB STRATEGIC TR$47K0.01%HELD
172XLBSELECT SECTOR SPDR TR$46K0.01%HELD
173VBKVANGUARD INDEX FDS$42K0.01%HELD
174SCHASCHWAB STRATEGIC TR$38K0.01%HELD
175FNDFSCHWAB STRATEGIC TR$38K0.01%HELD
176SCHJSCHWAB STRATEGIC TR$34K0.00%HELD
177FNDESCHWAB STRATEGIC TR$33K0.00%HELD
178FNDASCHWAB STRATEGIC TR$32K0.00%HELD
179IXUSISHARES TR$27K0.00%HELD
180SCHXSCHWAB STRATEGIC TR$26K0.00%HELD
181FNDCSCHWAB STRATEGIC TR$19K0.00%HELD
182LGVNLONGEVERON INC$16K0.00%HELD
183SCHPSCHWAB STRATEGIC TR$15K0.00%HELD
184ICFISHARES TR$15K0.00%HELD
185VBRVANGUARD INDEX FDS$13K0.00%HELD
186SCHESCHWAB STRATEGIC TR$13K0.00%HELD
187AGGISHARES TR$12K0.00%HELD
188FNDXSCHWAB STRATEGIC TR$11K0.00%HELD
189SCHCSCHWAB STRATEGIC TR$10K0.00%HELD
190VNQVANGUARD INDEX FDS$8K0.00%HELD
191SCHHSCHWAB STRATEGIC TR$4K0.00%HELD
192VBVANGUARD INDEX FDS$4K0.00%HELD

Source: SEC EDGAR · accession 0001398344-26-012897. 13F discloses long positions only — shorts, foreign equities, and options are excluded.