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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$50.3 Million 8.42% of portfolio
69
Q4 2024 Reduced 1.43%
$3.95T
$26.5 Million 4.43% of portfolio
53,209
Q2 2025 Reduced 3.52%
$3.69T
$20.6 Million 3.44% of portfolio
100,164
Q2 2025 Reduced 3.86%
$227B
$20.1 Million 3.36% of portfolio
62,950
Q2 2025 Reduced 4.43%
$229B
$17 Million 2.85% of portfolio
116,590
Q2 2025 Reduced 3.44%
$1.24T
$15.4 Million 2.57% of portfolio
86,549
Q2 2025 Reduced 3.91%
$551B
$8.69 Million 1.46% of portfolio
24,486
Q2 2025 Reduced 5.01%
$859B
$8.35 Million 1.4% of portfolio
28,818
Q2 2025 Reduced 3.78%
$210B
$8.01 Million 1.34% of portfolio
27,185
Q2 2025 Reduced 1.44%
$293B
$7.28 Million 1.22% of portfolio
104,941
Q2 2025 Reduced 4.59%
$281B
$6.43 Million 1.08% of portfolio
65,729
Q2 2025 Reduced 1.36%
$452B
$6.15 Million 1.03% of portfolio
40,246
Q2 2025 Reduced 5.77%
$456B
$5.05 Million 0.85% of portfolio
31,955
Q2 2025 Reduced 6.44%
$608B
$3.95 Million 0.66% of portfolio
5,061
Q2 2025 Reduced 0.37%
$621B
$2.63 Million 0.44% of portfolio
5,405
Q2 2025 Added 0.19%
$229B
$1.33 Million 0.22% of portfolio
9,761
Q2 2025 Reduced 0.98%
$282B
$946,000 0.16% of portfolio
6,668
Q2 2025 Reduced 13.04%
$306B
$932,000 0.16% of portfolio
13,180
Q2 2025 Reduced 0.37%
$2.26T
$964,000 0.16% of portfolio
4,397
Q2 2025 Added 0.43%
$202B
$869,000 0.15% of portfolio
6,583
Q2 2025 Reduced 1.5%
$368B
$924,000 0.15% of portfolio
5,802
Q4 2024 Added 7.52%
$1.21T
$844,000 0.14% of portfolio
4,794
Q2 2025 Reduced 5.94%
$261B
$804,000 0.13% of portfolio
4,415
Q2 2025 Reduced 0.47%
$203B
$803,000 0.13% of portfolio
10,150
Q2 2025 Added 0.08%
$442B
$713,000 0.12% of portfolio
6,620
Q2 2025 Added 0.96%
$245B
$521,000 0.09% of portfolio
1,671
Q2 2025 Added 4.18%
$1.78T
$543,000 0.09% of portfolio
736
Q4 2024 Added 8.08%
$222B
$502,000 0.08% of portfolio
1,719
Q1 2025 Added 56.41%
$405B
$400,000 0.07% of portfolio
1,091
Q2 2025 Reduced 0.55%
$381B
$283,000 0.05% of portfolio
5,988
Q1 2025 Added 3.28%
$548B
$274,000 0.05% of portfolio
488
Q2 2025 Reduced 1.01%
$295B
$321,000 0.05% of portfolio
401
Q2 2025 Reduced 3.14%
$684B
$224,000 0.04% of portfolio
1,027
Q2 2025 New
$302B
$207,000 0.03% of portfolio
1,446
Q2 2025 Reduced 2.17%
$439B
$208,000 0.03% of portfolio
211
Q2 2025 New
$545B
$208,000 0.03% of portfolio
156
Q2 2025 New

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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