Hamilton Point Investment Advisors, LLC Portfolio Holdings

Hamilton Point Investment Advisors, LLC

  • $556 Million
  • Q4 2024

Hamilton Point Investment Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $556 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 $47M, Apple Inc. with a value of $26M, Microsoft Corp with a value of $23.3M, Emcor Group, Inc. with a value of $22.6M, and American Express CO with a value of $19.5M.

Examining the 13F form we can see an increase of $1.6M in the current position value, from $555M to 556M.

Below you can find more details about Hamilton Point Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $556 Million
Industrials: $125 Million
Technology: $123 Million
Financial Services: $95.4 Million
Healthcare: $44.9 Million
ETFs: $42.4 Million
Consumer Defensive: $37.4 Million
Consumer Cyclical: $35.1 Million
Communication Services: $28.2 Million
Other: $24.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.02B
$7.21 Million 1.3% of portfolio
30,598
Q4 2024 Reduced 1.51%
$4.62B
$6.89 Million 1.24% of portfolio
117,591
Q4 2024 Added 1.94%
$3.03B
$6.05 Million 1.09% of portfolio
54,122
Q4 2024 Added 1.55%
$9.3B
$4.77 Million 0.86% of portfolio
131,271
Q4 2024 Added 1.35%
$9.56B
$4.44 Million 0.8% of portfolio
18,012
Q4 2024 New
$3.85B
$329,000 0.06% of portfolio
12,620
Q2 2023 Added 15.15%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $556 Million
  • Prior Value $555 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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