Hamilton Point Investment Advisors, LLC Portfolio Holdings

Hamilton Point Investment Advisors, LLC

  • $634 Million
  • Q3 2025

Hamilton Point Investment Advisors, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $634 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $52M, Vanguard Total International B with a value of $41M, Microsoft Corp with a value of $27.5M, Apple Inc. with a value of $25.5M, and Emcor Group, Inc. with a value of $25.1M.

Examining the 13F form we can see an increase of $36.9M in the current position value, from $597M to 634M.

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

Portfolio value $634 Million
Technology: $141 Million
Industrials: $126 Million
Financial Services: $105 Million
ETFs: $84.7 Million
Healthcare: $48.4 Million
Communication Services: $35.7 Million
Consumer Cyclical: $34.8 Million
Consumer Defensive: $33.7 Million
Other: $25.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$429B
$52 Million 8.21% of portfolio
69
Q4 2024 Reduced 1.43%
$3.86T
$27.5 Million 4.34% of portfolio
53,121
Q3 2025 Reduced 0.17%
$4.35T
$25.5 Million 4.01% of portfolio
99,975
Q3 2025 Reduced 0.19%
$32.2B
$25.1 Million 3.96% of portfolio
38,660
Q3 2025 Added 0.1%
$1.72T
$21 Million 3.31% of portfolio
86,183
Q3 2025 Reduced 0.42%
$270B
$20.9 Million 3.3% of portfolio
62,993
Q3 2025 Added 0.07%
$262B
$19.5 Million 3.08% of portfolio
116,589
Q3 2025 Reduced -0.0%
$163B
$15.4 Million 2.42% of portfolio
106,344
Q3 2025 Added 0.11%
$108B
$11.6 Million 1.83% of portfolio
39,536
Q3 2025 Reduced 0.25%
$139B
$11.2 Million 1.76% of portfolio
24,440
Q3 2025 Reduced 0.18%
$152B
$11.1 Million 1.74% of portfolio
29,528
Q3 2025 Added 0.37%
$160B
$9.54 Million 1.5% of portfolio
33,790
Q3 2025 Added 0.02%
$21.3B
$9.45 Million 1.49% of portfolio
107,875
Q3 2025 Reduced 0.42%
$15.1B
$9.45 Million 1.49% of portfolio
29,231
Q3 2025 Reduced 0.33%
$913B
$9.1 Million 1.44% of portfolio
28,864
Q3 2025 Added 0.16%
$557B
$8.35 Million 1.32% of portfolio
24,465
Q3 2025 Reduced 0.09%
$8.68B
$8.28 Million 1.31% of portfolio
57,170
Q3 2025 Reduced 0.08%
$260B
$7.91 Million 1.25% of portfolio
33,390
Q3 2025 New
$276B
$7.68 Million 1.21% of portfolio
27,225
Q3 2025 Added 0.15%
$160B
$7.7 Million 1.21% of portfolio
102,037
Q3 2025 Added 0.51%
$157B
$7.67 Million 1.21% of portfolio
38,676
Q3 2025 Reduced 0.06%
$6.02B
$7.61 Million 1.2% of portfolio
29,366
Q3 2025 Reduced 0.13%
$61.7B
$7.57 Million 1.19% of portfolio
17,917
Q3 2025 Added 0.19%
$84.8B
$7.49 Million 1.18% of portfolio
156,850
Q3 2025 Added 1.88%
$494B
$7.48 Million 1.18% of portfolio
40,316
Q3 2025 Added 0.17%
$13B
$7.45 Million 1.17% of portfolio
38,103
Q3 2025 Reduced 0.23%
$4.28B
$7.31 Million 1.15% of portfolio
114,975
Q3 2025 Added 0.31%
$300B
$7.18 Million 1.13% of portfolio
104,940
Q3 2025 Reduced -0.0%
$275B
$6.77 Million 1.07% of portfolio
65,689
Q3 2025 Reduced 0.06%
$42B
$6.75 Million 1.06% of portfolio
47,633
Q3 2025 Added 1.04%
$158B
$6.51 Million 1.03% of portfolio
18,445
Q3 2025 Reduced 0.22%
$153B
$6.2 Million 0.98% of portfolio
104,620
Q3 2025 Added 1.49%
$2.62B
$6.06 Million 0.96% of portfolio
51,639
Q3 2025 Added 0.25%
$158B
$6.12 Million 0.96% of portfolio
24,812
Q3 2025 Reduced 0.73%
$505B
$5.96 Million 0.94% of portfolio
31,917
Q3 2025 Reduced 0.12%
$51B
$5.7 Million 0.9% of portfolio
30,450
Q3 2025 Reduced 0.15%
$167B
$5.5 Million 0.87% of portfolio
125,249
Q3 2025 Added 0.97%
$47.3B
$5.48 Million 0.86% of portfolio
10,993
Q3 2025 Reduced 0.18%
$34B
$5.42 Million 0.86% of portfolio
22,775
Q3 2025 Added 0.3%
$12.2B
$5.28 Million 0.83% of portfolio
13,071
Q3 2025 Added 0.39%
$10.2B
$5.26 Million 0.83% of portfolio
131,824
Q3 2025 Added 0.61%
$82B
$5.28 Million 0.83% of portfolio
23,893
Q3 2025 Added 0.39%
$18B
$4.67 Million 0.74% of portfolio
33,707
Q3 2025 Added 0.48%
$121B
$4.55 Million 0.72% of portfolio
47,823
Q3 2025 Added 0.95%
$138B
$4.42 Million 0.7% of portfolio
173,381
Q3 2025 Added 0.62%
$7.82B
$4.36 Million 0.69% of portfolio
18,700
Q3 2025 Reduced 0.42%
$177B
$4.04 Million 0.64% of portfolio
20,755
Q3 2025 Reduced 0.59%
$42.2B
$4.01 Million 0.63% of portfolio
31,629
Q3 2025 Added 0.24%
$64.3B
$3.89 Million 0.61% of portfolio
48,683
Q3 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $634 Million
  • Prior Value $597 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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