Hamilton Point Investment Advisors, LLC Portfolio Holdings

Hamilton Point Investment Advisors, LLC

  • $597 Million
  • Q2 2025

Hamilton Point Investment Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $597 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $50.3M, Vanguard Total International B with a value of $38.5M, Microsoft Corp with a value of $26.5M, Emcor Group, Inc. with a value of $20.7M, and Apple Inc. with a value of $20.6M.

Examining the 13F form we can see an increase of $51M in the current position value, from $546M to 597M.

Below you can find more details about Hamilton Point Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $597 Million
Technology: $127 Million
Industrials: $124 Million
Financial Services: $102 Million
ETFs: $76.4 Million
Healthcare: $45.7 Million
Consumer Defensive: $38.3 Million
Communication Services: $30.7 Million
Consumer Cyclical: $30.3 Million
Other: $23.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$444B
$50.3 Million 8.42% of portfolio
69
Q4 2024 Reduced 1.43%
$0
$38.5 Million 6.44% of portfolio
777,344
Q2 2025 New
$3.8T
$26.5 Million 4.43% of portfolio
53,209
Q2 2025 Reduced 3.52%
$30B
$20.7 Million 3.46% of portfolio
38,621
Q2 2025 Reduced 3.66%
$3.76T
$20.6 Million 3.44% of portfolio
100,164
Q2 2025 Reduced 3.86%
$243B
$20.1 Million 3.36% of portfolio
62,950
Q2 2025 Reduced 4.43%
$229B
$17 Million 2.85% of portfolio
116,590
Q2 2025 Reduced 3.44%
$1.47T
$15.4 Million 2.57% of portfolio
86,549
Q2 2025 Reduced 3.91%
$162B
$13.1 Million 2.2% of portfolio
106,231
Q2 2025 Reduced 2.44%
$142B
$12.5 Million 2.08% of portfolio
24,485
Q2 2025 Reduced 2.24%
$58.3B
$12.3 Million 2.05% of portfolio
196,770
Q2 2025 Added 18.97%
$122B
$12.2 Million 2.05% of portfolio
39,635
Q2 2025 Reduced 5.17%
$0
$12.1 Million 2.02% of portfolio
132,483
Q2 2025 Added 23.8%
$146B
$10.5 Million 1.76% of portfolio
29,419
Q2 2025 Reduced 1.38%
$22.6B
$10.4 Million 1.74% of portfolio
108,333
Q2 2025 Reduced 4.33%
$9.07B
$9.66 Million 1.62% of portfolio
57,215
Q2 2025 Reduced 3.65%
$555B
$8.69 Million 1.46% of portfolio
24,486
Q2 2025 Reduced 5.01%
$19.3B
$8.63 Million 1.45% of portfolio
29,328
Q2 2025 Reduced 7.13%
$900B
$8.35 Million 1.4% of portfolio
28,818
Q2 2025 Reduced 3.78%
$89.1B
$8.37 Million 1.4% of portfolio
153,950
Q2 2025 Reduced 3.15%
$227B
$8.01 Million 1.34% of portfolio
27,185
Q2 2025 Reduced 1.44%
$23.5B
$7.9 Million 1.32% of portfolio
19,353
Q2 2025 Reduced 4.53%
$138B
$7.64 Million 1.28% of portfolio
38,698
Q2 2025 Reduced 7.18%
$150B
$7.47 Million 1.25% of portfolio
24,994
Q2 2025 Reduced 5.95%
$273B
$7.28 Million 1.22% of portfolio
104,941
Q2 2025 Reduced 4.59%
$162B
$7.15 Million 1.2% of portfolio
18,486
Q2 2025 Reduced 7.61%
$141B
$7.05 Million 1.18% of portfolio
101,521
Q2 2025 Reduced 2.11%
$5.04B
$6.77 Million 1.13% of portfolio
114,614
Q2 2025 Reduced 3.19%
$6.53B
$6.67 Million 1.12% of portfolio
29,405
Q2 2025 Reduced 7.06%
$281B
$6.43 Million 1.08% of portfolio
65,729
Q2 2025 Reduced 1.36%
$159B
$6.31 Million 1.06% of portfolio
103,082
Q2 2025 Reduced 5.78%
$54.3B
$6.24 Million 1.05% of portfolio
11,013
Q2 2025 Reduced 5.04%
$13.1B
$6.24 Million 1.04% of portfolio
38,189
Q2 2025 Reduced 34.19%
$466B
$6.15 Million 1.03% of portfolio
40,246
Q2 2025 Reduced 5.77%
$2.98B
$5.97 Million 1.0% of portfolio
51,508
Q2 2025 Reduced 5.17%
$57.8B
$5.86 Million 0.98% of portfolio
17,883
Q2 2025 Reduced 4.45%
$32.4B
$5.78 Million 0.97% of portfolio
47,143
Q2 2025 Added 1,805.54%
$12.7B
$5.75 Million 0.96% of portfolio
13,020
Q2 2025 Reduced 1.97%
$38.9B
$5.52 Million 0.92% of portfolio
22,707
Q2 2025 Reduced 2.45%
$89.5B
$5.45 Million 0.91% of portfolio
23,799
Q2 2025 Reduced 37.92%
$185B
$5.37 Million 0.9% of portfolio
124,050
Q2 2025 Reduced 1.56%
$53.3B
$5.25 Million 0.88% of portfolio
30,495
Q2 2025 Reduced 4.47%
$443B
$5.05 Million 0.85% of portfolio
31,955
Q2 2025 Reduced 6.44%
$10B
$4.87 Million 0.81% of portfolio
131,025
Q2 2025 Reduced 2.0%
$48.7B
$4.59 Million 0.77% of portfolio
31,552
Q2 2025 Reduced 5.26%
$0
$4.39 Million 0.74% of portfolio
7,109
Q2 2025 Reduced 2.47%
$69.5B
$4.42 Million 0.74% of portfolio
48,629
Q2 2025 Reduced 4.39%
$134B
$4.18 Million 0.7% of portfolio
172,318
Q2 2025 Reduced 1.87%
$125B
$4.13 Million 0.69% of portfolio
47,375
Q2 2025 Reduced 1.28%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $597 Million
  • Prior Value $546 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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