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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.7B
$365,000 0.06% of portfolio
5,694
Q3 2025 Reduced 14.94%
$93.1B
$364,000 0.06% of portfolio
2,351
Q3 2025 Reduced 20.33%
$85.8B
$314,000 0.05% of portfolio
1,478
Q1 2024 New
$98.2B
$319,000 0.05% of portfolio
2,583
Q3 2025 Added 0.04%
$145B
$302,000 0.05% of portfolio
817
Q3 2025 Added 2.38%
$104B
$272,000 0.04% of portfolio
2,879
Q3 2025 Added 0.03%
$114B
$248,000 0.04% of portfolio
506
Q3 2025 Added 7.89%
$162B
$228,000 0.04% of portfolio
6,808
Q3 2025 New
$172B
$237,000 0.04% of portfolio
220
Q3 2025 New
$17.1B
$233,000 0.04% of portfolio
5,043
Q2 2024 New
$117B
$242,000 0.04% of portfolio
314
Q2 2025 Added 4.32%
$23.8B
$219,000 0.03% of portfolio
4,481
Q3 2025 Added 0.02%

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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