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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.59B
$3.8 Million 0.64% of portfolio
18,779
Q2 2025 Reduced 3.81%
$92B
$3.7 Million 0.62% of portfolio
52,094
Q2 2025 Reduced 6.59%
$1.98B
$3.58 Million 0.6% of portfolio
92,934
Q2 2025 New
$27.2B
$3.42 Million 0.57% of portfolio
20,580
Q2 2025 Reduced 1.22%
$69.2B
$3.39 Million 0.57% of portfolio
28,338
Q2 2025 Reduced 2.85%
$644B
$2.63 Million 0.44% of portfolio
5,405
Q2 2025 Added 0.19%
$101B
$2.45 Million 0.41% of portfolio
42,024
Q2 2025 Reduced 5.32%
$177B
$2.01 Million 0.34% of portfolio
3,808
Q4 2024 Added 0.21%
$50.7B
$1.43 Million 0.24% of portfolio
1,376
Q4 2023 Reduced 9.83%
$234B
$1.33 Million 0.22% of portfolio
9,761
Q2 2025 Reduced 0.98%
$132B
$1.18 Million 0.2% of portfolio
5,145
Q1 2025 Reduced 0.23%
$386B
$1.14 Million 0.19% of portfolio
6,133
Q2 2025 Reduced 0.2%
$101B
$1.11 Million 0.19% of portfolio
5,079
Q2 2025 Reduced 1.84%
$256B
$946,000 0.16% of portfolio
6,668
Q2 2025 Reduced 13.04%
$290B
$932,000 0.16% of portfolio
13,180
Q2 2025 Reduced 0.37%
$2.32T
$964,000 0.16% of portfolio
4,397
Q2 2025 Added 0.43%
$374B
$924,000 0.15% of portfolio
5,802
Q4 2024 Added 7.52%
$1.44T
$844,000 0.14% of portfolio
4,794
Q2 2025 Reduced 5.94%
$169B
$853,000 0.14% of portfolio
3,849
Q1 2025 Reduced 0.82%
$80.9B
$780,000 0.13% of portfolio
3,158
Q2 2024 Reduced 0.63%
$257B
$804,000 0.13% of portfolio
4,415
Q2 2025 Reduced 0.47%
$22.7B
$806,000 0.13% of portfolio
1,361
Q2 2024 Reduced 9.45%
$210B
$803,000 0.13% of portfolio
10,150
Q2 2025 Added 0.08%
$467B
$713,000 0.12% of portfolio
6,620
Q2 2025 Added 0.96%
$69.2M
$589,000 0.1% of portfolio
38,429
Q4 2021 Added 92.15%
$330B
$521,000 0.09% of portfolio
1,671
Q2 2025 Added 4.18%
$1.69T
$543,000 0.09% of portfolio
736
Q4 2024 Added 8.08%
$146B
$519,000 0.09% of portfolio
1,883
Q1 2025 Added 3.29%
$124B
$475,000 0.08% of portfolio
1,027
Q1 2025 Reduced 2.19%
$87.3B
$449,000 0.08% of portfolio
2,951
Q4 2024 Reduced 22.1%
$225B
$502,000 0.08% of portfolio
1,719
Q1 2025 Added 56.41%
$39B
$491,000 0.08% of portfolio
269
Q2 2023 New
$35.7B
$471,000 0.08% of portfolio
6,694
Q2 2025 Reduced 5.64%
$92.4B
$416,000 0.07% of portfolio
1,261
Q1 2025 Reduced 0.47%
$433B
$400,000 0.07% of portfolio
1,091
Q2 2025 Reduced 0.55%
$79.9B
$368,000 0.06% of portfolio
2,765
Q2 2025 Added 0.33%
$142B
$388,000 0.06% of portfolio
1,667
Q2 2025 Added 0.24%
$89.5B
$345,000 0.06% of portfolio
1,186
Q1 2025 Added 0.51%
$40.5B
$324,000 0.05% of portfolio
2,250
Q2 2025 New
$20B
$322,000 0.05% of portfolio
4,480
Q1 2023 New
$145B
$315,000 0.05% of portfolio
798
Q2 2025 Reduced 0.62%
$93.9B
$304,000 0.05% of portfolio
2,582
Q2 2025 Added 1.22%
$406B
$283,000 0.05% of portfolio
5,988
Q1 2025 Added 3.28%
$3.85B
$292,000 0.05% of portfolio
13,180
Q2 2025 Reduced 0.02%
$85.9B
$314,000 0.05% of portfolio
1,478
Q1 2024 New
$554B
$274,000 0.05% of portfolio
488
Q2 2025 Reduced 1.01%
$323B
$321,000 0.05% of portfolio
401
Q2 2025 Reduced 3.14%
$788B
$224,000 0.04% of portfolio
1,027
Q2 2025 New
$6.75B
$227,000 0.04% of portfolio
2,520
Q2 2025 Added 1,400.0%

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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