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
$24.9B
$3.88 Million 0.61% of portfolio
20,727
Q3 2025 Added 0.71%
$820B
$3.83 Million 0.6% of portfolio
5,015
Q3 2025 Reduced 0.91%
$81.4B
$3.64 Million 0.57% of portfolio
52,173
Q3 2025 Added 0.15%
$62B
$3.2 Million 0.5% of portfolio
28,563
Q3 2025 Added 0.79%
$116B
$2.79 Million 0.44% of portfolio
42,206
Q3 2025 Added 0.43%
$621B
$2.63 Million 0.41% of portfolio
5,235
Q3 2025 Reduced 3.15%
$159B
$1.85 Million 0.29% of portfolio
3,808
Q4 2024 Added 0.21%
$386B
$1.42 Million 0.22% of portfolio
6,134
Q3 2025 Added 0.02%
$216B
$1.31 Million 0.21% of portfolio
9,813
Q3 2025 Added 0.53%
$1.68T
$1.18 Million 0.19% of portfolio
4,845
Q3 2025 Added 1.06%
$135B
$1.22 Million 0.19% of portfolio
5,145
Q1 2025 Reduced 0.23%
$49.5B
$1.22 Million 0.19% of portfolio
1,276
Q3 2025 Reduced 7.27%
$413B
$997,000 0.16% of portfolio
6,168
Q3 2025 Reduced 7.5%
$88.4B
$1.03 Million 0.16% of portfolio
5,126
Q3 2025 Added 0.93%
$201B
$920,000 0.15% of portfolio
6,553
Q3 2025 Reduced 0.46%
$2.49T
$974,000 0.15% of portfolio
4,439
Q3 2025 Added 0.96%
$356B
$933,000 0.15% of portfolio
6,078
Q3 2025 Added 4.76%
$298B
$874,000 0.14% of portfolio
13,180
Q2 2025 Reduced 0.37%
$218B
$851,000 0.13% of portfolio
10,150
Q2 2025 Added 0.08%
$74.9B
$823,000 0.13% of portfolio
3,158
Q2 2024 Reduced 0.63%
$477B
$746,000 0.12% of portfolio
6,620
Q2 2025 Added 0.96%
$19.8B
$712,000 0.11% of portfolio
1,361
Q2 2024 Reduced 9.45%
$150B
$644,000 0.1% of portfolio
1,953
Q3 2025 Added 3.72%
$224B
$619,000 0.1% of portfolio
3,821
Q3 2025 Reduced 13.45%
$319B
$576,000 0.09% of portfolio
1,671
Q2 2025 Added 4.18%
$69.4M
$602,000 0.09% of portfolio
38,429
Q4 2021 Added 92.15%
$1.46T
$541,000 0.09% of portfolio
738
Q3 2025 Added 0.27%
$129B
$512,000 0.08% of portfolio
1,027
Q1 2025 Reduced 2.19%
$52.8B
$531,000 0.08% of portfolio
2,250
Q2 2025 New
$220B
$522,000 0.08% of portfolio
1,719
Q1 2025 Added 56.41%
$389B
$449,000 0.07% of portfolio
1,110
Q3 2025 Added 1.74%
$135B
$358,000 0.06% of portfolio
1,704
Q3 2025 Added 2.22%
$74.6B
$363,000 0.06% of portfolio
1,261
Q1 2025 Reduced 0.47%
$41.9B
$402,000 0.06% of portfolio
269
Q2 2023 New
$82.5B
$362,000 0.06% of portfolio
2,765
Q2 2025 Added 0.33%
$94.7B
$404,000 0.06% of portfolio
1,186
Q1 2025 Added 0.51%
$3.23B
$349,000 0.06% of portfolio
13,180
Q2 2025 Reduced 0.02%
$34.5B
$365,000 0.06% of portfolio
5,694
Q3 2025 Reduced 14.94%
$92B
$364,000 0.06% of portfolio
2,351
Q3 2025 Reduced 20.33%
$421B
$390,000 0.06% of portfolio
403
Q3 2025 Added 0.5%
$429B
$308,000 0.05% of portfolio
5,988
Q1 2025 Added 3.28%
$708B
$307,000 0.05% of portfolio
1,095
Q3 2025 Added 6.62%
$84.4B
$314,000 0.05% of portfolio
1,478
Q1 2024 New
$95.7B
$319,000 0.05% of portfolio
2,583
Q3 2025 Added 0.04%
$135B
$302,000 0.05% of portfolio
817
Q3 2025 Added 2.38%
$102B
$272,000 0.04% of portfolio
2,879
Q3 2025 Added 0.03%
$117B
$248,000 0.04% of portfolio
506
Q3 2025 Added 7.89%
$164B
$228,000 0.04% of portfolio
6,808
Q3 2025 New
$526B
$277,000 0.04% of portfolio
488
Q2 2025 Reduced 1.01%

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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