Hamilton Point Investment Advisors, LLC Portfolio Holdings

Hamilton Point Investment Advisors, LLC

  • $555 Million
  • Q3 2024

Hamilton Point Investment Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $555 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $48.3M, Microsoft Corp with a value of $23.7M, Apple Inc. with a value of $23.2M, Emcor Group, Inc. with a value of $21.4M, and American Express CO with a value of $17.8M.

Examining the 13F form we can see an increase of $36.3M in the current position value, from $518M to 555M.

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

Portfolio value $555 Million
Industrials: $123 Million
Technology: $121 Million
Financial Services: $90.9 Million
Healthcare: $50.9 Million
ETFs: $41.4 Million
Consumer Cyclical: $39.9 Million
Consumer Defensive: $38.8 Million
Communication Services: $26.6 Million
Other: $21.9 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.83B
$8.24 Million 1.49% of portfolio
31,068
Q3 2024 Added 1.19%
$6.89B
$5.91 Million 1.07% of portfolio
199,178
Q3 2024 Reduced 0.48%
$4.14B
$5.78 Million 1.04% of portfolio
115,354
Q3 2024 Reduced 0.85%
$2.79B
$5.61 Million 1.01% of portfolio
53,297
Q3 2024 Reduced 1.64%
$9.51B
$4.99 Million 0.9% of portfolio
129,518
Q3 2024 Reduced 0.38%
$3.94B
$406,000 0.07% of portfolio
12,620
Q2 2023 Added 15.15%
$2.17B
$236,000 0.04% of portfolio
5,010
Q3 2024 Added 400.0%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $555 Million
  • Prior Value $518 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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