Hamilton Point Investment Advisors, LLC
CIK:0001599746
Investment Adviser
$1B AUM
162 holdings
Chapel Hill, NC, United States
A registered investment advisory firm providing financial planning and portfolio management services to individuals, small businesses, and non-profit organizations.
Investment Strategy
Hybrid approach combining individually-purchased securities and selective use of outside managers to create endowment-like portfolios.
Top Buys
C
CRMSALESFORCE INC+$7.9M
G
GOOGALPHABET INC+$5.6M
A
AAPLAPPLE INC+$4.9M
E
EMEEMCOR GROUP INC+$4.5M
B
BNDXVANGUARD CHARLOTTE FDS+$2.5M
Top Sells
P
POOLPOOL CORP-$4.0M
V
VITLVITAL FARMS INC-$3.6M
C
COOCOOPER COS INC-$3.5M
N
NICENICE LTD-$1.4M
A
ACNACCENTURE PLC IRELAND-$1.4M
Top Holdings
B
BRK-ABERKSHIRE HATHAWAY INC DEL+8.1%$52.0M
B
BNDXVANGUARD CHARLOTTE FDS+6.4%$41.0M
M
MSFTMICROSOFT CORP+4.3%$27.5M
A
AAPLAPPLE INC+4.0%$25.5M
E
EMEEMCOR GROUP INC+3.9%$25.1M
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 8.12% | $52.0M | 69 | $541561.52 | $754200.00 | +$1.8M |
B BNDX | VANGUARD CHARLOTTE FDS | 6.40% | $41.0M | 829,334 | $49.51 | $49.46 | +$2.5M |
M MSFT | MICROSOFT CORP | 4.29% | $27.5M | 53,121 | $102.40 | $517.95 | +$1.0M |
A AAPL | APPLE INC | 3.97% | $25.5M | 99,975 | $58.60 | $254.63 | +$4.9M |
E EME | EMCOR GROUP INC | 3.92% | $25.1M | 38,660 | $86.46 | $649.54 | +$4.5M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+8.5%
SERVICES-PREPACKAGED SOFTWARE
+8.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.9%
ELECTRONIC COMPUTERS
+5.0%
SERVICES-BUSINESS SERVICES, NEC
+4.4%