EdgeMarket › What Hamilton Point Investment Advisors, Llc reported owning
What Hamilton Point Investment Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
649.3MPositions
186Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670108 | 45.2M | 7.0% | 63 | — | — |
| BNDX Vanguard Total International Bond ETF | 43.0M | 6.6% | 895.6K | 47.65 | -3.3% |
| AAPL Apple Inc. | 25.5M | 3.9% | 100.6K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 24.7M | 3.8% | 86.1K | 341.75 | +70.7% |
| EME EMCOR Group, Inc. | 22.4M | 3.5% | 30.4K | 776.62 | +28.3% |
| RTX RTX Corp | 22.4M | 3.4% | 115.9K | 209.91 | +34.1% |
| MSFT MICROSOFT CORP | 20.5M | 3.2% | 55.5K | 483.24 | -4.4% |
| AXP AMERICAN EXPRESS CO | 18.8M | 2.9% | 62.1K | 336.00 | +8.9% |
| IAU ISHARES GOLD TRUST | 18.1M | 2.8% | 205.3K | 86.79 | +37.5% |
| TJX TJX COMPANIES INC /DE/ | 16.9M | 2.6% | 105.7K | 140.53 | +1.6% |
| AVUV Avantis U.S. Small Cap Value ETF | 15.5M | 2.4% | 140.1K | 126.45 | +33.2% |
| DE DEERE & CO | 13.7M | 2.1% | 24.3K | 647.47 | +31.4% |
| AMGN AMGEN INC | 11.8M | 1.8% | 33.5K | 439.33 | +48.2% |
| ETN Eaton Corp plc | 10.5M | 1.6% | 29.4K | 419.20 | +21.1% |
| JNJ JOHNSON & JOHNSON | 10.3M | 1.6% | 42.1K | 270.24 | +51.1% |
| CHD CHURCH & DWIGHT CO INC /DE/ | 9.9M | 1.5% | 106.6K | 98.80 | +4.1% |
| LFUS LITTELFUSE INC /DE | 9.8M | 1.5% | 29.0K | 412.26 | +65.4% |
| AVEM Avantis Emerging Markets Equity ETF | 9.7M | 1.5% | 120.0K | 94.24 | +33.1% |
| CMI CUMMINS INC | 9.6M | 1.5% | 17.8K | 587.68 | +48.3% |
| NEE NEXTERA ENERGY INC | 9.5M | 1.5% | 102.0K | 83.65 | +9.8% |
| HUBB HUBBELL INC | 9.5M | 1.5% | 19.3K | 470.03 | +9.3% |
| JPM JPMORGAN CHASE & CO | 8.5M | 1.3% | 29.0K | 351.58 | +20.3% |
| ADP AUTOMATIC DATA PROCESSING INC | 8.2M | 1.3% | 39.9K | 280.81 | -9.1% |
| CSCO CISCO SYSTEMS, INC. | 8.1M | 1.3% | 105.0K | 111.04 | +65.5% |
| WMT Walmart Inc. | 8.1M | 1.2% | 64.8K | 103.70 | +1.1% |
| CL COLGATE PALMOLIVE CO | 7.9M | 1.2% | 93.0K | 91.08 | +5.8% |
| DELL Dell Technologies Inc. | 7.9M | 1.2% | 47.9K | 442.08 | +244.1% |
| AJG Arthur J. Gallagher & Co. | 7.4M | 1.1% | 34.3K | 263.81 | -12.8% |
| V VISA INC. | 7.4M | 1.1% | 24.4K | 371.04 | +7.9% |
| DHR DANAHER CORP /DE/ | 7.3M | 1.1% | 38.6K | 218.85 | +3.5% |
| WSM WILLIAMS SONOMA INC | 7.0M | 1.1% | 38.1K | 237.58 | +19.2% |
| NVDA NVIDIA CORP | 6.8M | 1.0% | 38.8K | 214.72 | +22.4% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 6.5M | 1.0% | 26.8K | 235.68 | -2.8% |
| CRM Salesforce, Inc. | 6.2M | 1.0% | 33.5K | 209.17 | -15.1% |
| VZ VERIZON COMMUNICATIONS INC | 6.2M | 1.0% | 123.8K | 49.45 | +9.7% |
| MAIN Main Street Capital CORP | 6.0M | 0.9% | 113.6K | 58.29 | -10.9% |
| EXP EAGLE MATERIALS INC | 5.8M | 0.9% | 30.6K | 207.03 | -8.5% |
| ROP ROPER TECHNOLOGIES INC | 5.7M | 0.9% | 16.1K | 411.79 | -23.8% |
| MGRC MCGRATH RENTCORP | 5.6M | 0.9% | 50.9K | 116.65 | -1.5% |
| WM WASTE MANAGEMENT INC | 5.6M | 0.9% | 24.2K | 224.06 | -2.6% |
| WTRG Essential Utilities, Inc. | 5.3M | 0.8% | 132.1K | 40.18 | +2.3% |
| ACN Accenture plc | 5.3M | 0.8% | 26.5K | 185.28 | -27.4% |
| UL UNILEVER PLC | 5.2M | 0.8% | 90.8K | 64.14 | -10.3% |
| RELX RELX PLC | 5.2M | 0.8% | 156.6K | 35.91 | -26.2% |
| PFE PFIZER INC | 4.7M | 0.7% | 168.7K | 28.07 | +10.6% |
| WSO WATSCO INC | 4.7M | 0.7% | 13.0K | 311.94 | -25.5% |
| BDX BECTON DICKINSON & CO | 4.7M | 0.7% | 29.8K | 192.00 | -3.6% |
| SPY SPDR S&P 500 ETF TRUST | 4.6M | 0.7% | 7.1K | 765.72 | +20.0% |
| LLY ELI LILLY & Co | 4.5M | 0.7% | 4.9K | 1,255.40 | +78.0% |
| BIPC Brookfield Infrastructure Corp | 4.5M | 0.7% | 113.4K | 39.55 | +1.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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