Hamilton Point Investment Advisors, LLC Purchases in Q2 2025

Hamilton Point Investment Advisors, LLC

  • $597 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
777K
New
$48.77 - $49.55 $37.9M - $38.5M
777K $38.5M
DELL
Dell Technologies Inc.

Technology
44.7K
+ 1805.54%
$71.63 - $125.98 $3.2M - $5.63M
47.1K $5.78M
VITL
Vital Farms, Inc.

Consumer Defensive
92.9K
New
$30.52 - $38.52 $2.84M - $3.58M
92.9K $3.58M
AVUV
American Centy ETF Tr Avantis

ETFs
25.5K
+ 23.8%
$75.17 - $91.21 $1.91M - $2.32M
132K $12.1M
IAU
Ishares Gold Trust

ETFs
31.4K
+ 18.97%
$56.1 - $64.74 $1.76M - $2.03M
197K $12.3M
STX
Seagate Technology Holdings PLC

Technology
2.25K
New
$66.54 - $144.33 $150K - $325K
2.25K $324K
CRWD
Crowd Strike Holdings, Inc.

Technology
469
New
$321.63 - $509.31 $151K - $239K
469 $238K
ORCL
Oracle Corp

Technology
1.03K
New
$122.82 - $218.63 $126K - $225K
1.03K $224K
NFLX
Netflix Inc

Communication Services
156
New
$855.86 - $1339.13 $134K - $209K
156 $208K
COST
Costco Wholesale Corp

Consumer Defensive
211
New
$908.13 - $1056.85 $192K - $223K
211 $208K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.26%
$320.42 - $424.58 $1.92K - $2.55K
2.28K $969K
AMZN
Amazon Com Inc

Consumer Cyclical
19
+ 0.43%
$167.32 - $223.3 $3.18K - $4.24K
4.4K $964K
EMR
Emerson Electric CO

Industrials
9
+ 0.33%
$94.15 - $133.33 $847 - $1.2K
2.77K $368K
GLD
Spdr Gold Trust

ETFs
8
+ 0.29%
$273.71 - $316.29 $2.19K - $2.53K
2.72K $830K
HON
Honeywell International Inc

Industrials
4
+ 0.24%
$182.86 - $232.88 $731 - $932
1.67K $388K
MCK
Mckesson Corp

Healthcare
13
+ 4.32%
$652.83 - $732.78 $8.49K - $9.53K
314 $230K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.41%
$166.82 - $194.23 $1.33K - $1.55K
1.97K $383K
Simplify Exchange Traded Fun
53
New
N/A
53 $0
DUK
Duke Energy Corp

Utilities
31
+ 1.22%
$112.46 - $124.05 $3.49K - $3.85K
2.58K $304K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.35K
+ 1400.0%
$87.84 - $1441.89 $207K - $3.39M
2.52K $227K
XOM
Exxon Mobil Corp

Energy
63
+ 0.96%
$99.93 - $119.04 $6.3K - $7.5K
6.62K $713K
MRK
Merck & Co., Inc.

Healthcare
8
+ 0.08%
$73.47 - $87.12 $588 - $697
10.2K $803K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.19%
$483.48 - $539.8 $4.83K - $5.4K
5.41K $2.63M
UNH
Unitedhealth Group Inc

Healthcare
67
+ 4.18%
$274.35 - $599.47 $18.4K - $40.2K
1.67K $521K
Activity Summary
Buys All Purchases 25 New Holdings 9 Increased Positions 16 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 0
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