Hamilton Point Investment Advisors, LLC Purchases in Q1 2025

Hamilton Point Investment Advisors, LLC

  • $546 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
48K
New
$79.84 - $94.5 $3.83M - $4.54M
48K $4.31M
NICE
Nice Ltd.

Technology
29.2K
+ 96.87%
$139.18 - $178.5 $4.07M - $5.22M
59.4K $9.16M
IAU
Ishares Gold Trust

ETFs
34.8K
+ 26.69%
$49.74 - $58.96 $1.73M - $2.05M
165K $9.75M
VZ
Verizon Communications Inc

Communication Services
63.3K
+ 100.94%
$37.81 - $46.49 $2.39M - $2.94M
126K $5.72M
RTX
Raytheon Technologies Corp

Industrials
75
+ 0.06%
$114.1 - $135.66 $8.56K - $10.2K
121K $16M
DE
Deere & CO

Industrials
8
+ 0.03%
$408.57 - $509.27 $3.27K - $4.07K
25K $11.8M
JNJ
Johnson & Johnson

Healthcare
268
+ 0.63%
$142.06 - $167.7 $38.1K - $44.9K
42.7K $7.08M
V
Visa Inc.

Financial Services
147
+ 0.57%
$306.92 - $362.71 $45.1K - $53.3K
25.8K $9.03M
IBM
International Business Machines Corp

Technology
265
+ 0.97%
$217.4 - $264.74 $57.6K - $70.2K
27.6K $6.86M
RELX
Relx PLC

Communication Services
359
+ 0.23%
$45.34 - $51.91 $16.3K - $18.6K
159K $8.01M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.6K
New
$50.48 - $51.04 $533K - $539K
10.6K $535K
PFE
Pfizer Inc

Healthcare
27.4K
+ 18.51%
$25.01 - $27.13 $686K - $744K
176K $4.45M
WTRG
Essential Utilities, Inc.

Utilities
2.43K
+ 1.85%
$33.49 - $40.57 $81.3K - $98.5K
134K $5.29M
WSO
Watsco Inc

Industrials
46
+ 0.35%
$463.86 - $530.75 $21.3K - $24.4K
13.3K $6.75M
BR
Broadridge Financial Solutions, Inc.

Technology
60
+ 0.26%
$221.46 - $244.83 $13.3K - $14.7K
23.3K $5.64M
CSCO
Cisco Systems, Inc.

Technology
615
+ 0.56%
$58.74 - $64.87 $36.1K - $39.9K
110K $6.79M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.02%
$725.72 - $929.72 $726 - $930
5.08K $4.2M
GLD
Spdr Gold Trust

ETFs
587
+ 27.57%
$243.19 - $288.14 $143K - $169K
2.72K $782K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
425
+ 8.95%
$208.48 - $244.03 $88.6K - $104K
5.17K $1.26M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
168
New
$1187.71 - $1432.58 $200K - $241K
168 $240K
MCD
Mcdonalds Corp

Consumer Cyclical
620
+ 56.41%
$279.74 - $321.29 $173K - $199K
1.72K $536K
MCK
Mckesson Corp

Healthcare
301
New
$566.21 - $672.99 $170K - $203K
301 $202K
ABT
Abbott Laboratories

Healthcare
3
+ 0.03%
$111.1 - $140.22 $333 - $421
9.86K $1.31M
PM
Philip Morris International Inc.

Consumer Defensive
117
+ 2.71%
$117.15 - $158.79 $13.7K - $18.6K
4.44K $704K
JPM
Jpmorgan Chase & CO

Financial Services
62
+ 0.21%
$225.19 - $279.95 $14K - $17.4K
30K $7.35M
CL
Colgate Palmolive CO

Consumer Defensive
59
+ 0.12%
$85.68 - $97.5 $5.06K - $5.75K
50.9K $4.77M
BDX
Becton Dickinson & CO

Healthcare
294
+ 0.93%
$222.79 - $249.08 $65.5K - $73.2K
31.9K $7.31M
GPC
Genuine Parts CO

Consumer Cyclical
247
+ 0.71%
$115.91 - $129.02 $28.6K - $31.9K
35K $4.17M
VTV
Vanguard Value ETF

ETFs
379
+ 10.37%
$167.73 - $179.21 $63.6K - $67.9K
4.03K $696K
RIO
Rio Tinto PLC

Basic Materials
194
+ 0.44%
$58.19 - $64.29 $11.3K - $12.5K
44.4K $2.67M
VTI
Vanguard Total Stock Market Et

ETFs
167
New
$271.18 - $303.12 $45.3K - $50.6K
167 $45K
VEA
Vanguard Ftse Developed Market

ETFs
568
+ 11.96%
$47.4 - $52.99 $26.9K - $30.1K
5.32K $270K
DUK
Duke Energy Corp

Utilities
51
+ 2.04%
$105.87 - $121.97 $5.4K - $6.22K
2.55K $311K
CVX
Chevron Corp

Energy
39
+ 2.71%
$146.71 - $167.97 $5.72K - $6.55K
1.48K $247K
RYN
Rayonier Inc

Real Estate
563
+ 4.46%
$24.95 - $28.24 $14K - $15.9K
13.2K $367K
VUG
Vanguard Growth ETF

ETFs
143
+ 26.24%
$369.1 - $427.61 $52.8K - $61.1K
688 $255K
MA
Mastercard Inc

Financial Services
34
+ 7.41%
$504.67 - $576.31 $17.2K - $19.6K
493 $270K
XLF
Financial Sector Spdr

ETFs
571
New
$47.32 - $52.19 $27K - $29.8K
571 $28K
SCHG
Schwab Strategic Tr Us Large C

ETFs
712
New
$24.91 - $29.02 $17.7K - $20.7K
712 $17K
VBR
Vanguard Small Cap Value ETF

ETFs
76
+ 158.33%
$183.02 - $207.75 $13.9K - $15.8K
124 $23K
GD
General Dynamics Corp

Industrials
6
+ 0.51%
$241.94 - $272.58 $1.45K - $1.64K
1.19K $323K
VBK
Vanguard Small Cap Growth ETF

ETFs
41
+ 113.89%
$247.97 - $296.33 $10.2K - $12.1K
77 $19K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
13
New
$254.58 - $302.92 $3.31K - $3.94K
13 $3K
SCHV
Schwab Strategic Tr Us Large C

ETFs
60
New
$25.77 - $27.6 $1.55K - $1.66K
60 $1K
Brookfield Infrastructure CO
1.39K
+ 1.27%
N/A
111K $0
NEE
Nextera Energy Inc

Utilities
1.16K
+ 1.13%
$66.96 - $76.16 $77.5K - $88.1K
104K $7.35M
Trust For Professional Manag
4.89K
+ 10.59%
N/A
51K $0
MGRC
Mcgrath Rentcorp

Industrials
192
+ 0.35%
$109.58 - $128.96 $21K - $24.8K
54.3K $6.05M
BAC
Bank Of America Corp

Financial Services
190
+ 3.28%
$39.61 - $47.74 $7.53K - $9.07K
5.99K $249K
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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