You're signed outSign in or to get full access.
Hamilton Point Investment Advisors, LLC
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.
Latest 13F Filing Activity
Hamilton Point Investment Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 162 equity positions with a total 13F market value of $641M. The fund increased holdings in Salesforce Inc., Alphabet Inc., Apple Inc. among other positions. Hamilton Point Investment Advisors, LLC reduced exposure to Pool Corp., Vital Farms Inc., Cooper Cos Inc. among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| 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
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more