Hamilton Point Investment Advisors, LLC Portfolio Holdings
Hamilton Point Investment Advisors, LLC
- $518 Million
- Q2 2024
Hamilton Point Investment Advisors, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $518 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $42.9M, Microsoft Corp with a value of $24.7M, Apple Inc. with a value of $21M, Emcor Group, Inc. with a value of $18.3M, and Alphabet Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $4.64M in the current position value, from $514M to 518M.
Below you can find more details about Hamilton Point Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$518 Million
Technology: $114 Million
Industrials: $112 Million
Financial Services: $80.9 Million
Healthcare: $47.2 Million
Consumer Defensive: $40.1 Million
Consumer Cyclical: $38.3 Million
ETFs: $37.9 Million
Communication Services: $27.8 Million
Other: $19.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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