Hamilton Point Investment Advisors, LLC Reduced Holdings in Q3 2024

Hamilton Point Investment Advisors, LLC

  • $555 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-25.7K
- 78.2%
$161.9 - $179.3 $4.15M - $4.6M
7.15K $1.22M
GOOG
Alphabet Inc.

Communication Services
-418
- 0.46%
$149.54 - $192.66 $62.5K - $80.5K
89.6K $15M
MSFT
Microsoft Corp

Technology
-290
- 0.52%
$395.15 - $467.56 $115K - $136K
55K $23.7M
GNTX
Gentex Corp

Consumer Cyclical
-956
- 0.48%
$28.39 - $35.19 $27.1K - $33.6K
199K $5.91M
NVDA
Nvidia Corp

Technology
-1.9K
- 5.35%
$98.91 - $134.91 $188K - $256K
33.6K $4.08M
WM
Waste Management Inc

Industrials
-389
- 1.02%
$196.96 - $223.45 $76.6K - $86.9K
37.8K $7.84M
LLY
Eli Lilly & CO

Healthcare
-199
- 3.77%
$772.14 - $960.02 $154K - $191K
5.08K $4.5M
STX
Seagate Technology Holdings PLC

Technology
-2K
- 46.92%
$92.1 - $110.76 $184K - $222K
2.26K $247K
MGRC
Mcgrath Rentcorp

Industrials
-891
- 1.64%
$98.13 - $115.62 $87.4K - $103K
53.3K $5.61M
ROP
Roper Technologies Inc

Industrials
-88
- 0.76%
$515.25 - $576.55 $45.3K - $50.7K
11.5K $6.41M
EOG
Eog Resources Inc

Energy
-254
- 0.88%
$117.9 - $132.65 $29.9K - $33.7K
28.6K $3.52M
MAIN
Main Street Capital Corp

Financial Services
-992
- 0.85%
$47.05 - $52.25 $46.7K - $51.8K
115K $5.78M
TXN
Texas Instruments Inc

Technology
-357
- 0.85%
$194.6 - $194.6 $69.5K - $69.5K
41.6K $8.1M
ABBV
Abb Vie Inc.

Healthcare
-1K
- 15.91%
$163.84 - $199.33 $164K - $199K
5.28K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-6
- 0.14%
$161.02 - $200.0 $966 - $1.2K
4.14K $770K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.23K
- 1.08%
$98.01 - $106.59 $121K - $132K
113K $11.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 4.21%
$332.02 - $382.76 $33.2K - $38.3K
2.28K $855K
Cooper Cos Inc
-1.15K
- 2.21%
N/A
50.9K $0
GPC
Genuine Parts CO

Consumer Cyclical
-292
- 0.85%
$131.04 - $147.11 $38.3K - $43K
34.2K $4.77M
HD
Home Depot, Inc.

Consumer Cyclical
-77
- 6.56%
$333.64 - $405.2 $25.7K - $31.2K
1.1K $444K
HSY
Hershey CO

Consumer Defensive
-560
- 2.8%
$182.45 - $203.25 $102K - $114K
19.4K $3.72M
UNP
Union Pacific Corp

Industrials
-4
- 0.07%
$221.78 - $256.09 $887 - $1.02K
5.5K $1.35M
WTRG
Essential Utilities, Inc.

Utilities
-489
- 0.38%
$36.74 - $41.49 $18K - $20.3K
130K $4.99M
RELX
Relx PLC

Communication Services
-1.97K
- 1.25%
$44.1 - $48.86 $86.7K - $96.1K
156K $7.39M
JPM
Jpmorgan Chase & CO

Financial Services
-381
- 1.26%
$194.9 - $224.8 $74.3K - $85.6K
29.8K $6.29M
VZ
Verizon Communications Inc

Communication Services
-1.68K
- 2.38%
$38.89 - $45.0 $65.3K - $75.6K
68.9K $3.09M
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 1.02%
$213.3 - $270.78 $8.53K - $10.8K
3.87K $1.05M
RIO
Rio Tinto PLC

Basic Materials
-570
- 1.29%
$59.71 - $71.21 $34K - $40.6K
43.6K $3.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.44%
$405.19 - $478.57 $8.1K - $9.57K
4.52K $2.08M
WSO
Watsco Inc

Industrials
-169
- 1.27%
$448.73 - $519.89 $75.8K - $87.9K
13.2K $6.49M
CL
Colgate Palmolive CO

Consumer Defensive
-235
- 0.48%
$95.54 - $108.77 $22.5K - $25.6K
48.9K $5.08M
BR
Broadridge Financial Solutions, Inc.

Technology
-136
- 0.59%
$196.56 - $218.55 $26.7K - $29.7K
22.8K $4.9M
PAYX
Paychex Inc

Industrials
-506
- 1.52%
$116.17 - $135.19 $58.8K - $68.4K
32.7K $4.39M
ETN
Eaton Corp PLC

Industrials
-174
- 0.59%
$272.52 - $333.02 $47.4K - $57.9K
29.4K $9.73M
POOL
Pool Corp

Industrials
-1.21K
- 8.67%
$296.17 - $376.8 $357K - $455K
12.7K $4.79M
AVUV
American Centy ETF Tr Avantis

ETFs
-735
- 0.71%
$88.24 - $99.7 $64.9K - $73.3K
102K $9.82M
CSCO
Cisco Systems, Inc.

Technology
-698
- 0.65%
$44.74 - $53.22 $31.2K - $37.1K
107K $5.71M
JNJ
Johnson & Johnson

Healthcare
-500
- 1.17%
$145.48 - $167.38 $72.7K - $83.7K
42.1K $6.83M
IAU
Ishares Gold Trust

ETFs
-2.77K
- 2.11%
$44.06 - $50.5 $122K - $140K
128K $6.38M
NKE
Nike, Inc.

Consumer Cyclical
-740
- 1.32%
$71.09 - $89.44 $52.6K - $66.2K
55.1K $4.87M
CMI
Cummins Inc

Industrials
-364
- 1.93%
$266.63 - $326.4 $97.1K - $119K
18.5K $5.98M
TJX
Tjx Companies Inc

Consumer Cyclical
-206
- 0.19%
$107.93 - $120.23 $22.2K - $24.8K
108K $12.6M
UL
Unilever PLC

Consumer Defensive
-1.55K
- 1.42%
$54.7 - $65.59 $84.7K - $102K
107K $6.97M
DE
Deere & CO

Industrials
-196
- 0.78%
$344.84 - $418.0 $67.6K - $81.9K
24.9K $10.4M
DHR
Danaher Corp

Healthcare
-600
- 1.43%
$239.25 - $280.76 $144K - $168K
41.5K $11.5M
WMT
Walmart Inc.

Consumer Defensive
-721
- 0.79%
$66.91 - $81.4 $48.2K - $58.7K
91K $7.35M
HUBB
Hubbell Inc

Industrials
-234
- 1.16%
$355.55 - $428.48 $83.2K - $100K
20K $8.56M
ACN
Accenture PLC

Technology
-327
- 1.23%
$295.44 - $355.81 $96.6K - $116K
26.3K $9.31M
NEE
Nextera Energy Inc

Utilities
-656
- 0.65%
$69.9 - $84.97 $45.9K - $55.7K
101K $8.5M
Activity Summary
Buys All Purchases 34 New Holdings 18 Increased Positions 16 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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