Q2 2026 13F · SEC CIK 1599746

Hamilton Point Investment Advisors, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $710.0M
Reported positions: 192
Top holdings a year, 3 yrs: +16.2%
Assets under management: $1.2B

Hamilton Point Investment Advisors, LLC is a wealth manager that reported 192 positions worth $710.0M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Vanguard Charlotte Fds (BNDX, 6.3%), Berkshire Hathaway Inc Del (BRK-A, 6.0%), Alphabet Inc (GOOG, 4.3%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 20.4% for the S&P 500.

Hamilton Point Investment Advisors, LLC holdings largest 50 of 192 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hamilton Point Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BNDXVanguard Charlotte Fds	6.3%	6.6%	919,347	+2.6%	$44.5M
BRK-ABerkshire Hathaway Inc Del	6.0%	7.0%	57	-9.5%	$42.7M
GOOGAlphabet Inc	4.3%	3.8%	85,755	-0.4%	$30.3M
AAPLApple Inc	4.1%	3.9%	100,316	-0.3%	$29.0M
EMEEmcor Group Inc	3.6%	3.5%	30,400	+0.0%	$25.2M
RTXRtx Corporation Com	3.0%	3.4%	114,004	-1.6%	$21.6M
AXPAmerican Express Co Com	3.0%	2.9%	62,002	-0.1%	$21.0M
DELLDell Technologies Inc	2.9%	1.2%	47,941	+0.1%	$20.7M
MSFTMicrosoft Corp	2.9%	3.2%	54,539	-1.7%	$20.3M
AVUVAvantis US Small Cap Value ETF	2.5%	2.4%	141,712	+1.1%	$17.7M
TJXTjx Cos Inc New Com	2.2%	2.6%	105,003	-0.7%	$15.9M
IAUIshares Gold Trust	2.2%	2.8%	205,853	+0.3%	$15.5M
DEDeere & Co Com	2.2%	2.1%	24,215	-0.4%	$15.4M
LFUSLittelfuse Inc	1.9%	1.5%	28,995	+0.1%	$13.2M
CMICummins Inc	1.8%	1.5%	18,109	+1.7%	$12.9M
ETNEaton Corp PLC	1.8%	1.6%	29,409	+0.1%	$12.5M
CSCOCisco Sys Inc	1.7%	1.3%	105,044	+0.0%	$12.3M
AVEMAmerican Centy ETF Tr	1.7%	1.5%	127,415	+6.2%	$12.3M
AMGNAmgen Inc Com	1.7%	1.8%	33,116	-1.0%	$12.0M
JNJJohnson & Johnson	1.5%	1.6%	41,843	-0.7%	$10.6M
HUBBHubbell Inc	1.4%	1.5%	19,423	+0.7%	$10.2M
CHDChurch & Dwight Co Inc	1.4%	1.5%	104,084	-2.4%	$10.1M
JPMJpmorgan Chase & Co	1.3%	1.3%	29,054	+0.2%	$9.5M
NEENextera Energy Inc Com	1.3%	1.5%	104,157	+2.1%	$9.1M
WSMWilliams Sonoma Inc	1.3%	1.1%	38,573	+1.1%	$9.0M
ADPAutomatic Data Processing Inc Com	1.2%	1.3%	39,089	-2.0%	$8.8M
CLColgate Palmolive Co	1.2%	1.2%	91,862	-1.2%	$8.4M
VVisa Inc Com Cl A	1.2%	1.1%	24,313	-0.3%	$8.3M
AJGGallagher Arthur J & Co	1.1%	1.1%	33,955	-1.0%	$7.8M
NVDANvidia Corporation Com	1.1%	1.0%	38,697	-0.2%	$7.7M
IBMInternational Business Machs	1.1%	1.0%	26,875	+0.1%	$7.6M
WMTWalmart Inc	1.0%	1.2%	65,116	+0.5%	$7.4M
DHRDanaher Corporation	1.0%	1.1%	37,758	-2.1%	$7.2M
ASMLAsml Hldg NV	1.0%	—	3,557	—	$7.1M
EXPEagle Materials Inc	0.9%	0.9%	29,898	-2.4%	$6.7M
TXNTexas Instruments Inc	0.9%	—	21,120	—	$6.3M
MGRCMcgrath Rentcorp	0.9%	0.9%	50,475	-0.8%	$6.1M
MAINMainStreet Capital Corp	0.8%	0.9%	113,705	+0.1%	$5.9M
LLYLilly Eli & Co	0.8%	0.7%	4,813	-2.7%	$5.8M
WMWaste Mgmt Inc Del	0.8%	0.9%	24,232	+0.1%	$5.4M
ROPRoper Technologies Inc Com	0.8%	0.9%	15,792	-1.8%	$5.3M
ULUnilever PLC	0.8%	0.8%	88,808	-2.1%	$5.3M
WSOWatsco Inc	0.8%	0.7%	12,772	-1.4%	$5.3M
SPYSpdr S&p 500 ETF Tr	0.8%	0.7%	7,109	+0.0%	$5.3M
VZVerizon Communications Inc Com	0.7%	1.0%	124,850	+0.9%	$5.3M
CRMSalesforce Inc Com	0.7%	1.0%	33,016	-1.4%	$5.2M
WTRGEssential Utilities Inc	0.7%	0.8%	130,855	-0.9%	$5.0M
LHLabcorp Holdings Inc	0.7%	—	17,697	—	$5.0M
RELXRelx PLC	0.7%	0.8%	155,476	-0.7%	$4.9M
BIPCBrookfield Infrastructure Corp	0.6%	0.7%	113,501	+0.1%	$4.4M

What Hamilton Point Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$710.0M	192
Q1 2026	$649.1M	185
Q4 2025	$657.7M	189
Q3 2025	$640.7M	162
Q2 2025	$607.3M	160
Q1 2025	$556.1M	155
Q4 2024	$554.3M	159
Q3 2024	$554.2M	157
Q2 2024	$515.1M	142
Q1 2024	$511.9M	147
Q4 2023	$494.9M	151
Q3 2023	$405.0M	135

Questions about Hamilton Point Investment Advisors, LLC's portfolio

What stocks does Hamilton Point Investment Advisors, LLC own?

Hamilton Point Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 192 positions worth $710.0M. The largest are Vanguard Charlotte Fds (BNDX) at 6.3%, Berkshire Hathaway Inc Del (BRK-A) at 6.0%, Alphabet Inc (GOOG) at 4.3%, Apple Inc (AAPL) at 4.1% and Emcor Group Inc (EME) at 3.6%.

What did Hamilton Point Investment Advisors, LLC buy last quarter?

In Q2 2026, Hamilton Point Investment Advisors, LLC added American Centy ETF Tr (AVEM) (+6.2% shares), compared with its Q1 2026 filing.

What did Hamilton Point Investment Advisors, LLC sell last quarter?

In Q2 2026, Hamilton Point Investment Advisors, LLC cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Becton Dickinson & Co (BDX) and Berkshire Hathaway Inc Del (BRK-A) (-9.5% shares), compared with its Q1 2026 filing.

How has Hamilton Point Investment Advisors, LLC's portfolio performed?

A portfolio copying Hamilton Point Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is Hamilton Point Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hamilton Point Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hamilton Point Investment Advisors, LLC manage?

Hamilton Point Investment Advisors, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $710.0M.