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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.5B
$4.05 Million 0.68% of portfolio
13,883
Q2 2025 Reduced 4.41%
$18.9B
$4.07 Million 0.68% of portfolio
33,546
Q2 2025 Reduced 4.1%
$177B
$4.06 Million 0.68% of portfolio
20,878
Q2 2025 Reduced 2.15%
$785B
$3.95 Million 0.66% of portfolio
5,061
Q2 2025 Reduced 0.37%
$8.91B
$3.8 Million 0.64% of portfolio
18,779
Q2 2025 Reduced 3.81%
$86.2B
$3.7 Million 0.62% of portfolio
52,094
Q2 2025 Reduced 6.59%
$1.7B
$3.58 Million 0.6% of portfolio
92,934
Q2 2025 New
$28.1B
$3.42 Million 0.57% of portfolio
20,580
Q2 2025 Reduced 1.22%
$63.7B
$3.39 Million 0.57% of portfolio
28,338
Q2 2025 Reduced 2.85%
$646B
$2.63 Million 0.44% of portfolio
5,405
Q2 2025 Added 0.19%
$112B
$2.45 Million 0.41% of portfolio
42,024
Q2 2025 Reduced 5.32%
$157B
$2.01 Million 0.34% of portfolio
3,808
Q4 2024 Added 0.21%
$0
$1.61 Million 0.27% of portfolio
2,835
Q2 2025 Reduced 0.7%
$48.4B
$1.43 Million 0.24% of portfolio
1,376
Q4 2023 Reduced 9.83%
$227B
$1.33 Million 0.22% of portfolio
9,761
Q2 2025 Reduced 0.98%
$139B
$1.18 Million 0.2% of portfolio
5,145
Q1 2025 Reduced 0.23%
$101B
$1.11 Million 0.19% of portfolio
5,079
Q2 2025 Reduced 1.84%
$385B
$946,000 0.16% of portfolio
6,668
Q2 2025 Reduced 13.04%
$290B
$932,000 0.16% of portfolio
13,180
Q2 2025 Reduced 0.37%
$2.2T
$964,000 0.16% of portfolio
4,397
Q2 2025 Added 0.43%
$0
$969,000 0.16% of portfolio
2,284
Q2 2025 Added 0.26%
$208B
$869,000 0.15% of portfolio
6,583
Q2 2025 Reduced 1.5%
$349B
$924,000 0.15% of portfolio
5,802
Q4 2024 Added 7.52%
$1.5T
$844,000 0.14% of portfolio
4,794
Q2 2025 Reduced 5.94%
$150B
$853,000 0.14% of portfolio
3,849
Q1 2025 Reduced 0.82%
$134B
$830,000 0.14% of portfolio
2,724
Q2 2025 Added 0.29%
$76.1B
$780,000 0.13% of portfolio
3,158
Q2 2024 Reduced 0.63%
$0
$767,000 0.13% of portfolio
1,391
Q2 2023 Reduced 0.14%
$245B
$804,000 0.13% of portfolio
4,415
Q2 2025 Reduced 0.47%
$20.9B
$806,000 0.13% of portfolio
1,361
Q2 2024 Reduced 9.45%
$213B
$803,000 0.13% of portfolio
10,150
Q2 2025 Added 0.08%
$0
$712,000 0.12% of portfolio
4,034
Q1 2025 Added 10.37%
$465B
$713,000 0.12% of portfolio
6,620
Q2 2025 Added 0.96%
$0
$662,000 0.11% of portfolio
1,067
Q1 2023 New
$69.9M
$589,000 0.1% of portfolio
38,429
Q4 2021 Added 92.15%
$0
$509,000 0.09% of portfolio
768
Q1 2025 Reduced 2.54%
$338B
$521,000 0.09% of portfolio
1,671
Q2 2025 Added 4.18%
$1.61T
$543,000 0.09% of portfolio
736
Q4 2024 Added 8.08%
$142B
$519,000 0.09% of portfolio
1,883
Q1 2025 Added 3.29%
$131B
$475,000 0.08% of portfolio
1,027
Q1 2025 Reduced 2.19%
$84.8B
$449,000 0.08% of portfolio
2,951
Q4 2024 Reduced 22.1%
$225B
$502,000 0.08% of portfolio
1,719
Q1 2025 Added 56.41%
$41.3B
$491,000 0.08% of portfolio
269
Q2 2023 New
$0
$451,000 0.08% of portfolio
2,476
Q4 2024 Reduced 8.7%
$36B
$471,000 0.08% of portfolio
6,694
Q2 2025 Reduced 5.64%
$89.9B
$416,000 0.07% of portfolio
1,261
Q1 2025 Reduced 0.47%
$398B
$400,000 0.07% of portfolio
1,091
Q2 2025 Reduced 0.55%
$0
$383,000 0.06% of portfolio
1,973
Q2 2025 Added 0.41%
$77B
$368,000 0.06% of portfolio
2,765
Q2 2025 Added 0.33%

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
Track This Portfolio

Track Hamilton Point Investment Advisors, LLC Portfolio

Follow Hamilton Point Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hamilton Point Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hamilton Point Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email