Hamilton Point Investment Advisors, LLC Top Holdings and 13F Report (2025) About Hamilton Point Investment Advisors, LLCInvestment ActivityHamilton Point Investment Advisors, LLC has $566.59 million in total holdings as of December 31, 2024.Hamilton Point Investment Advisors, LLC owns shares of 160 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 2.67% of the portfolio was sold this quarter.This quarter, Hamilton Point Investment Advisors, LLC has purchased 157 new stocks and bought additional shares in 81 stocks.Hamilton Point Investment Advisors, LLC sold shares of 18 stocks and completely divested from 16 stocks this quarter.Largest Holdings Berkshire Hathaway $46,983,480Apple $26,014,875Microsoft $23,332,122EMCOR Group $22,550,734American Express $19,477,511 Largest New Holdings this Quarter Eagle Materials $4,449,118 HoldingBROOKFIELD INFRASTRUCTURE CO $4,383,616 HoldingSPDR Portfolio Short Term Treasury ETF $525,661 HoldingDuke Energy $269,350 HoldingSouthern $237,310 Holding Largest Purchases this Quarter Eagle Materials 18,012 shares (about $4.45M)BROOKFIELD INFRASTRUCTURE CO 109,563 shares (about $4.38M)Apple 4,228 shares (about $1.06M)TRUST FOR PROFESSIONAL MANAG 28,713 shares (about $743.82K)UnitedHealth Group 1,335 shares (about $675.18K) Largest Sales this Quarter Berkshire Hathaway 1 shares (about $680.92K)Pfizer 16,239 shares (about $430.82K)Hershey 1,924 shares (about $325.83K)NICE 1,727 shares (about $293.31K)Verizon Communications 6,178 shares (about $247.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHamilton Point Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$46,983,480$680,920 ▼-1.4%698.3%FinanceAAPLApple$26,014,875$1,058,775 ▲4.2%103,8854.6%Computer and TechnologyMSFTMicrosoft$23,332,122$155,112 ▲0.7%55,3554.1%Computer and TechnologyEMEEMCOR Group$22,550,734$20,879 ▲0.1%49,6824.0%ConstructionAXPAmerican Express$19,477,511$33,241 ▲0.2%65,6273.4%FinanceGOOGAlphabet$17,147,252$85,127 ▲0.5%90,0403.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$16,347,771$46,927 ▲0.3%27,8692.9%FinanceRTXRTX$13,963,572$131,226 ▲0.9%120,6672.5%AerospaceTJXTJX Companies$13,159,981$159,953 ▲1.2%108,9312.3%Retail/WholesaleADPAutomatic Data Processing$12,344,689$70,035 ▲0.6%41,9512.2%Business ServicesCHDChurch & Dwight$11,865,722$36,334 ▲0.3%113,3202.1%Consumer StaplesDEDeere & Company$10,649,577$79,109 ▲0.7%25,0391.9%Industrial ProductsWSMWilliams-Sonoma$10,646,927$73,887 ▲0.7%57,4951.9%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$10,184,985$305,614 ▲3.1%105,5111.8%ETFETNEaton$9,879,354$138,720 ▲1.4%29,7691.7%Industrial ProductsDHRDanaher$9,606,220$68,027 ▲0.7%41,7991.7%Multi-Sector ConglomeratesACNAccenture$9,364,414$97,799 ▲1.1%26,6191.7%Computer and TechnologyAMGNAmgen$9,178,212$138,661 ▲1.5%35,2141.6%MedicalADBEAdobe$8,926,951$88,491 ▲1.0%20,0751.6%Computer and TechnologyHUBBHubbell$8,462,138$91,320 ▲1.1%20,2011.5%Industrial ProductsWMTWalmart$8,375,435$137,918 ▲1.7%92,4881.5%Retail/WholesaleVVisa$8,100,230$136,215 ▲1.7%25,6301.4%Business ServicesFFIVF5$7,970,007$63,621 ▲0.8%31,6941.4%Computer and TechnologyTXNTexas Instruments$7,951,531$146,632 ▲1.9%42,4061.4%Computer and TechnologyWMWaste Management$7,742,444$124,100 ▲1.6%38,3691.4%Business ServicesNEENextEra Energy$7,352,066$141,731 ▲2.0%102,5541.3%UtilitiesLFUSLittelfuse$7,210,331$110,754 ▼-1.5%30,5981.3%Computer and TechnologyRELXRelx$7,203,719$136,124 ▲1.9%158,6021.3%Computer and TechnologyBDXBecton, Dickinson and Company$7,175,177$34,257 ▲0.5%31,6271.3%MedicalJPMJPMorgan Chase & Co.$7,164,380$11,266 ▲0.2%29,8881.3%FinanceMAINMain Street Capital$6,888,453$131,043 ▲1.9%117,5911.2%FinanceCMICummins$6,498,185$57,867 ▲0.9%18,6411.1%Auto/Tires/TrucksCSCOCisco Systems$6,474,627$121,241 ▲1.9%109,3691.1%Computer and TechnologyIAUiShares Gold Trust$6,463,679$103,674 ▲1.6%130,5531.1%FinanceWSOWatsco$6,272,567$23,221 ▲0.4%13,2361.1%ConstructionULUnilever$6,234,934$155,017 ▲2.5%109,9641.1%Consumer StaplesJNJJohnson & Johnson$6,138,073$42,518 ▲0.7%42,4431.1%MedicalMGRCMcGrath RentCorp$6,051,960$92,252 ▲1.5%54,1221.1%FinanceROPRoper Technologies$6,040,507$52,504 ▲0.9%11,6201.1%Computer and TechnologyIBMInternational Business Machines$6,005,317$127,282 ▲2.2%27,3181.1%Computer and TechnologyBRBroadridge Financial Solutions$5,269,476$98,049 ▲1.9%23,2170.9%Business ServicesNICENICE$5,123,054$293,314 ▼-5.4%30,1640.9%Computer and TechnologyPOOLPool$4,824,025$490,619 ▲11.3%14,1490.9%Consumer DiscretionaryWTRGEssential Utilities$4,767,749$63,669 ▲1.4%131,2710.8%UtilitiesCOOPER COS INC$4,753,333$70,694 ▲1.5%51,7060.8%COMPAYXPaychex$4,670,105$84,271 ▲1.8%33,3060.8%Business ServicesCLColgate-Palmolive$4,618,585$171,274 ▲3.9%50,8040.8%Consumer StaplesNVDANVIDIA$4,586,674$69,294 ▲1.5%34,1550.8%Computer and TechnologyEXPEagle Materials$4,449,118$4,449,118 ▲New Holding18,0120.8%ConstructionBROOKFIELD INFRASTRUCTURE CO$4,383,616$4,383,616 ▲New Holding109,5630.8%COM SUB VTG ANKENIKE$4,121,704$71,347 ▼-1.7%54,1880.7%Consumer DiscretionaryGPCGenuine Parts$4,090,312$67,004 ▲1.7%34,7350.7%Retail/WholesalePFEPfizer$3,930,818$430,821 ▼-9.9%148,1650.7%MedicalLLYEli Lilly and Company$3,920,6930.0%5,0790.7%MedicalEOGEOG Resources$3,576,026$64,354 ▲1.8%29,1730.6%Oils/EnergyHSYHershey$2,964,472$325,829 ▼-9.9%17,5050.5%Consumer StaplesRIORio Tinto Group$2,598,889$35,169 ▲1.4%44,1910.5%Basic MaterialsVZVerizon Communications$2,507,875$247,056 ▼-9.0%62,7130.4%Computer and TechnologyBRK.BBerkshire Hathaway$2,445,446$397,073 ▲19.4%5,3950.4%FinanceSPGIS&P Global$1,896,498$3,984 ▲0.2%3,8080.3%Business ServicesVOOVanguard S&P 500 ETF$1,581,407$32,867 ▼-2.0%2,9350.3%ETFGWWW.W. Grainger$1,450,3730.0%1,3760.3%Industrial ProductsTRUST FOR PROFESSIONAL MANAG$1,195,400$743,819 ▲164.7%46,1450.2%JENSEN QUALITYUNPUnion Pacific$1,176,002$78,674 ▼-6.3%5,1570.2%TransportationABTAbbott Laboratories$1,114,743$93,998 ▲9.2%9,8550.2%MedicalABBVAbbVie$1,093,911$154,953 ▲16.5%6,1560.2%MedicalPEPPepsiCo$1,029,668$68,317 ▼-6.2%6,7070.2%Consumer StaplesMRKMerck & Co., Inc.$1,011,823$7,321 ▲0.7%10,0890.2%MedicalMMCMarsh & McLennan Companies$1,008,717$527,405 ▲109.6%4,7490.2%FinancePGProcter & Gamble$972,786$68,072 ▲7.5%5,8020.2%Consumer StaplesAMZNAmazon.com$960,417$53,308 ▲5.9%4,3780.2%Retail/WholesaleLOWLowe's Companies$957,831$3,455 ▲0.4%3,8810.2%Retail/WholesaleAMDAdvanced Micro Devices$926,2180.0%7,6680.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$914,7990.0%2,2780.2%ETFUNHUnitedHealth Group$883,547$675,178 ▲324.0%1,7470.2%MedicalGOOGLAlphabet$871,325$10,790 ▼-1.2%4,6030.2%Computer and TechnologyKOCoca-Cola$833,155$34,056 ▼-3.9%13,3820.1%Consumer StaplesITWIllinois Tool Works$805,4790.0%3,1580.1%Industrial ProductsTYLTyler Technologies$784,8070.0%1,3610.1%Computer and TechnologyQQQInvesco QQQ$711,1210.0%1,3910.1%FinanceXOMExxon Mobil$710,396$74,977 ▲11.8%6,6040.1%Oils/EnergyPBHCPathfinder Bancorp$672,5080.0%38,4290.1%FinanceIVViShares Core S&P 500 ETF$628,1220.0%1,0670.1%ETFVTVVanguard Value ETF$618,792$43,172 ▲7.5%3,6550.1%ETFFICOFair Isaac$535,5600.0%2690.1%Computer and TechnologyTTDTrade Desk$526,5340.0%4,4800.1%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$525,661$525,661 ▲New Holding18,1200.1%ETFPMPhilip Morris International$525,626$13,874 ▲2.7%4,3190.1%Consumer StaplesGLDSPDR Gold Shares$515,495$41,162 ▲8.7%2,1290.1%FinanceLMTLockheed Martin$510,244$11,177 ▲2.2%1,0500.1%AerospaceVGTVanguard Information Technology ETF$489,978$12,436 ▲2.6%7880.1%ETFVIGVanguard Dividend Appreciation ETF$484,875$46,216 ▼-8.7%2,4760.1%ETFHDHome Depot$441,903$15,171 ▲3.6%1,1360.1%Retail/WholesaleMETAMeta Platforms$431,184$32,222 ▲8.1%7360.1%Computer and TechnologyAVGOBroadcom$422,585$28,281 ▲7.2%1,8230.1%Computer and TechnologyMCHPMicrochip Technology$406,8410.0%7,0940.1%Computer and TechnologyMMM3M$380,945$108,048 ▼-22.1%2,9510.1%Multi-Sector ConglomeratesHONHoneywell International$375,6550.0%1,6630.1%Multi-Sector ConglomeratesIWDiShares Russell 1000 Value ETF$363,7800.0%1,9650.1%ETFRYNRayonier$352,0980.0%12,6200.1%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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