Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hamilton Point Investment Advisors, LLC (CIK 1599746) reported $710.2M across 192 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BNDX ($44.5M, 6.27%), BRK/A ($42.7M, 6.01%), GOOG ($30.3M, 4.27%), AAPL ($29.0M, 4.09%), EME ($25.2M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | $44.5M | 6.27% | 919,347 | Added |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $42.7M | 6.01% | 57 | Trimmed |
| 3 | GOOG | ALPHABET INC | $30.3M | 4.27% | 85,755 | Trimmed |
| 4 | AAPL | APPLE INC | $29.0M | 4.09% | 100,316 | Trimmed |
| 5 | EME | EMCOR GROUP INC | $25.2M | 3.55% | 30,400 | Added |
| 6 | RTX | RTX CORPORATION | $21.6M | 3.05% | 114,004 | Trimmed |
| 7 | AXP | AMERICAN EXPRESS CO | $21.0M | 2.95% | 62,002 | Trimmed |
| 8 | DELL | DELL TECHNOLOGIES INC | $20.7M | 2.91% | 47,941 | Added |
| 9 | MSFT | MICROSOFT CORP | $20.3M | 2.86% | 54,539 | Trimmed |
| 10 | AVUV | AMERICAN CENTY ETF TR | $17.7M | 2.49% | 141,712 | Added |
| 11 | TJX | TJX COS INC NEW | $15.9M | 2.24% | 105,003 | Trimmed |
| 12 | IAU | ISHARES GOLD TR | $15.5M | 2.19% | 205,853 | Added |
| 13 | DE | DEERE & CO | $15.4M | 2.17% | 24,215 | Trimmed |
| 14 | LFUS | LITTELFUSE INC | $13.2M | 1.86% | 28,995 | Added |
| 15 | CMI | CUMMINS INC | $12.9M | 1.82% | 18,109 | Added |
| 16 | ETN | EATON CORP PLC | $12.5M | 1.76% | 29,409 | Added |
| 17 | CSCO | CISCO SYS INC | $12.3M | 1.74% | 105,044 | Added |
| 18 | AVEM | AMERICAN CENTY ETF TR | $12.3M | 1.73% | 127,415 | Added |
| 19 | AMGN | AMGEN INC | $12.0M | 1.69% | 33,116 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $10.6M | 1.50% | 41,843 | Trimmed |
| 21 | HUBB | HUBBELL INC | $10.2M | 1.43% | 19,423 | Added |
| 22 | CHD | CHURCH & DWIGHT CO INC | $10.1M | 1.42% | 104,084 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $9.5M | 1.34% | 29,054 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $9.1M | 1.29% | 104,157 | Added |
| 25 | WSM | WILLIAMS SONOMA INC | $9.0M | 1.27% | 38,573 | Added |
Source: SEC Form 13F filings · as of 2026-06-30