Hamilton Point Investment Advisors, LLC holds a diversified book of 192 reported positions worth $710.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Labcorp Holdings Inc and trimmed Berkshire Hathaway Inc-CL A. Their largest long position is Vanguard Total Intl Bond ETF at 6% of the reported non-option book. They also disclosed $111K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +20% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Hamilton Point Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hamilton Point Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 42 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 68 / 80 | $279.1B |
| Blackhill Capital Inc | 18 / 80 | $2.2B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| New World Advisors LLC | 37 / 80 | $527.0M |
| 9823 Capital, L.P. | 8 / 80 | $126.0M |
| Armstrong Henry H Associates Inc | 28 / 80 | $839.9M |
| Hikari Tsushin, Inc. | 17 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Hamilton Point Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Charlotte FDS TOTAL INT BD ETF | $44.5M | 919.3K | 6.3% | ▲+2.6% Added · +24K sh | |
| 2 | Berkshire Hathaway Inc Del CL A | $42.7M | 57 | 6.0% | ▼−9.5% Reduced · −6 sh | |
| 3 | Alphabet Inc CAP STK CL C | $30.3M | 85.8K | 4.3% | ▼−0.4% Reduced · −322 sh | |
| 4 | Apple Inc COM | $29.0M | 100.3K | 4.1% | ▼−0.3% Reduced · −314 sh | |
| 5 | Emcor Group Inc COM | $25.2M | 30.4K | 3.6% | ▲~0% Added · +1 sh | |
| 6 | RTX Corporation COM | $21.6M | 114.0K | 3.0% | ▼−1.6% Reduced · −2K sh | |
| 7 | American Express Co COM | $21.0M | 62.0K | 3.0% | ▼−0.1% Reduced · −90 sh | |
| 8 | Dell Technologies Inc CL C | $20.7M | 47.9K | 2.9% | ▲+0.1% Added · +46 sh | |
| 9 | Microsoft Corp COM | $20.3M | 54.5K | 2.9% | ▼−1.7% Reduced · −952 sh | |
| 10 | American Centy ETF TR US SML CP VALU | $17.7M | 141.7K | 2.5% | ▲+1.1% Added · +2K sh | |
| 11 | TJX Cos Inc New COM | $15.9M | 105.0K | 2.2% | ▼−0.7% Reduced · −710 sh | |
| 12 | Ishares Gold TR ISHARES NEW | $15.5M | 205.9K | 2.2% | ▲+0.3% Added · +554 sh | |
| 13 | Deere & Co COM | $15.4M | 24.2K | 2.2% | ▼−0.4% Reduced · −92 sh | |
| 14 | Littelfuse Inc COM | $13.2M | 29.0K | 1.9% | ▲+0.1% Added · +20 sh | |
| 15 | Cummins Inc COM | $12.9M | 18.1K | 1.8% | ▲+1.7% Added · +308 sh | |
| 16 | Eaton Corp PLC SHS | $12.5M | 29.4K | 1.8% | ▲+0.1% Added · +22 sh | |
| 17 | Cisco Sys Inc COM | $12.3M | 105.0K | 1.7% | ▲~0% Added · +22 sh | |
| 18 | American Centy ETF TR AVANTIS EMGMKT | $12.3M | 127.4K | 1.7% | ▲+6.2% Added · +7K sh | |
| 19 | Amgen Inc COM | $12.0M | 33.1K | 1.7% | ▼−1.0% Reduced · −349 sh | |
| 20 | Johnson & Johnson COM | $10.6M | 41.8K | 1.5% | ▼−0.7% Reduced · −304 sh | |
| 21 | Hubbell Inc COM | $10.2M | 19.4K | 1.4% | ▲+0.7% Added · +138 sh | |
| 22 | Church & Dwight Co Inc COM | $10.1M | 104.1K | 1.4% | ▼−2.4% Reduced · −3K sh | |
| 23 | JPMorgan Chase & Co COM | $9.5M | 29.1K | 1.3% | ▲+0.2% Added · +71 sh | |
| 24 | NextEra Energy Inc COM | $9.1M | 104.2K | 1.3% | ▲+2.1% Added · +2K sh | |
| 25 | Williams Sonoma Inc COM | $9.0M | 38.6K | 1.3% | ▲+1.1% Added · +437 sh | |
| 26 | Automatic Data Processing In COM | $8.8M | 39.1K | 1.2% | ▼−2.0% Reduced · −806 sh | |
| 27 | Colgate Palmolive Co COM | $8.4M | 91.9K | 1.2% | ▼−1.2% Reduced · −1K sh | |
| 28 | Visa Inc COM CL A | $8.3M | 24.3K | 1.2% | ▼−0.3% Reduced · −78 sh | |
| 29 | Gallagher Arthur J & Co COM | $7.8M | 34.0K | 1.1% | ▼−1.0% Reduced · −339 sh | |
| 30 | Nvidia Corporation COM | $7.7M | 38.7K | 1.1% | ▼−0.2% Reduced · −64 sh | |
| 31 | International Business Machs COM | $7.6M | 26.9K | 1.1% | ▲+0.1% Added · +28 sh | |
| 32 | Walmart Inc COM | $7.4M | 65.1K | 1.0% | ▲+0.5% Added · +338 sh | |
| 33 | Danaher Corp Del COM | $7.2M | 37.8K | 1.0% | ▼−2.1% Reduced · −803 sh | |
| 34 | ASML Hldg NV N Y REGISTRY SHS | $7.1M | 3.6K | 1.0% | ▲+791% Added · +3K sh | |
| 35 | Eagle Matls Inc COM | $6.7M | 29.9K | 0.9% | ▼−2.4% Reduced · −749 sh | |
| 36 | Texas Instrs Inc COM | $6.3M | 21.1K | 0.9% | ▲+0.5% Added · +106 sh | |
| 37 | McGrath Rentcorp COM | $6.1M | 50.5K | 0.9% | ▼−0.8% Reduced · −382 sh | |
| 38 | Main STR Cap Corp COM | $5.9M | 113.7K | 0.8% | ▲+0.1% Added · +70 sh | |
| 39 | Eli Lilly & Co COM | $5.8M | 4.8K | 0.8% | ▼−2.7% Reduced · −132 sh | |
| 40 | Waste Mgmt Inc Del COM | $5.4M | 24.2K | 0.8% | ▲+0.1% Added · +22 sh | |
| 41 | Roper Technologies Inc COM | $5.3M | 15.8K | 0.8% | ▼−1.8% Reduced · −294 sh | |
| 42 | Unilever PLC SPON ADR NEW | $5.3M | 88.8K | 0.8% | ▼−2.1% Reduced · −2K sh | |
| 43 | Watsco Inc COM | $5.3M | 12.8K | 0.7% | ▼−1.4% Reduced · −179 sh | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $5.3M | 7.1K | 0.7% | —Held | |
| 45 | Verizon Communications Inc COM | $5.3M | 124.8K | 0.7% | ▲+0.9% Added · +1K sh | |
| 46 | Salesforce Inc COM | $5.2M | 33.0K | 0.7% | ▼−1.4% Reduced · −455 sh | |
| 47 | Essential Utils Inc COM | $5.0M | 130.9K | 0.7% | ▼−0.9% Reduced · −1K sh | |
| 48 | Labcorp Holdings Inc COM SHS | $5.0M | 17.7K | 0.7% | ▲New New position | |
| 49 | Relx PLC SPONSORED ADR | $4.9M | 155.5K | 0.7% | ▼−0.7% Reduced · −1K sh | |
| 50 | Brookfield Infrastructure Co COM SUB VTG A | $4.4M | 113.5K | 0.6% | ▲+0.1% Added · +142 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Hamilton Point Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SPDR GOLD SHARESGLD | $111K | 300 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 193 | $710.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 36d | 186 | $649.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 190 | $657.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 162 | $640.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 161 | $607.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 155 | $556.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 161 | $566.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 158 | $566.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.