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 $649.3M across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($45.2M, 6.97%), BNDX ($43.0M, 6.63%), AAPL ($25.5M, 3.93%), GOOG ($24.7M, 3.80%), EME ($22.4M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $45.2M | 6.97% | 63 | Trimmed |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | $43.0M | 6.63% | 895,635 | Added |
| 3 | AAPL | APPLE INC | $25.5M | 3.93% | 100,630 | Trimmed |
| 4 | GOOG | ALPHABET INC | $24.7M | 3.80% | 86,077 | Trimmed |
| 5 | EME | EMCOR GROUP INC | $22.4M | 3.46% | 30,399 | Trimmed |
| 6 | RTX | RTX CORPORATION | $22.4M | 3.44% | 115,885 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $20.5M | 3.16% | 55,491 | Trimmed |
| 8 | AXP | AMERICAN EXPRESS CO | $18.8M | 2.89% | 62,092 | Trimmed |
| 9 | IAU | ISHARES GOLD TR | $18.1M | 2.79% | 205,299 | Added |
| 10 | TJX | TJX COS INC NEW | $16.9M | 2.60% | 105,713 | Trimmed |
| 11 | AVUV | AMERICAN CENTY ETF TR | $15.5M | 2.38% | 140,111 | Added |
| 12 | DE | DEERE & CO | $13.7M | 2.11% | 24,307 | Trimmed |
| 13 | AMGN | AMGEN INC | $11.8M | 1.81% | 33,465 | Trimmed |
| 14 | ETN | EATON CORP PLC | $10.5M | 1.62% | 29,387 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $10.3M | 1.59% | 42,147 | Added |
| 16 | CHD | CHURCH & DWIGHT CO INC | $9.9M | 1.53% | 106,622 | Trimmed |
| 17 | LFUS | LITTELFUSE INC | $9.8M | 1.51% | 28,975 | Trimmed |
| 18 | AVEM | AMERICAN CENTY ETF TR | $9.7M | 1.49% | 119,980 | New |
| 19 | CMI | CUMMINS INC | $9.6M | 1.48% | 17,801 | Trimmed |
| 20 | NEE | NEXTERA ENERGY INC | $9.5M | 1.46% | 101,969 | Trimmed |
| 21 | HUBB | HUBBELL INC | $9.5M | 1.46% | 19,285 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $8.5M | 1.31% | 28,983 | Trimmed |
| 23 | ADP | AUTOMATIC DATA PROCESSING IN | $8.2M | 1.26% | 39,895 | Trimmed |
| 24 | CSCO | CISCO SYS INC | $8.1M | 1.26% | 105,022 | Trimmed |
| 25 | WMT | WALMART INC | $8.1M | 1.24% | 64,778 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31