Hamilton Point Investment Advisors, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $514 Million distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $44.4M, Microsoft Corp with a value of $23M, Emcor Group, Inc. with a value of $17.1M, Apple Inc. with a value of $17M, and American Express CO with a value of $14.9M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $495M to 514M.
Below you can find more details about Hamilton Point Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$514 Million
Industrials: $114 Million
Technology: $109 Million
Financial Services: $85.8 Million
Healthcare: $46.6 Million
Consumer Cyclical: $40.1 Million
Consumer Defensive: $37.5 Million
ETFs: $37.1 Million
Communication Services: $24.3 Million
Other: $18.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions