Hamilton Point Investment Advisors, LLC Top Holdings and 13F Report (2024) About Hamilton Point Investment Advisors, LLCInvestment ActivityHamilton Point Investment Advisors, LLC has $566.00 million in total holdings as of September 30, 2024.Hamilton Point Investment Advisors, LLC owns shares of 157 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.21% of the portfolio was purchased this quarter.About 1.84% of the portfolio was sold this quarter.This quarter, Hamilton Point Investment Advisors, LLC has purchased 142 new stocks and bought additional shares in 16 stocks.Hamilton Point Investment Advisors, LLC sold shares of 56 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $48,382,600Microsoft $23,660,779Apple $23,220,047EMCOR Group $21,369,851American Express $17,767,712 Largest New Holdings this Quarter Marsh & McLennan Companies $505,503 HoldingTRUST FOR PROFESSIONAL MANAG $462,900 HoldingBank of America $249,627 HoldingPublic Storage $238,335 HoldingMastercard $214,309 Holding Largest Purchases this Quarter Williams-Sonoma 28,395 shares (about $4.40M)International Business Machines 10,799 shares (about $2.39M)Pfizer 41,290 shares (about $1.19M)Marsh & McLennan Companies 2,266 shares (about $505.50K)TRUST FOR PROFESSIONAL MANAG 17,432 shares (about $462.90K) Largest Sales this Quarter PepsiCo 25,659 shares (about $4.36M)NVIDIA 3,900 shares (about $473.65K)Pool 1,207 shares (about $454.80K)EMCOR Group 525 shares (about $226.03K)Seagate Technology 2,000 shares (about $220.46K) 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$48,382,6000.0%708.5%FinanceMSFTMicrosoft$23,660,779$124,786 ▼-0.5%54,9874.2%Computer and TechnologyAAPLApple$23,220,047$23,999 ▼-0.1%99,6574.1%Computer and TechnologyEMEEMCOR Group$21,369,851$226,029 ▼-1.0%49,6363.8%ConstructionAXPAmerican Express$17,767,712$167,331 ▼-0.9%65,5153.1%FinanceSPYSPDR S&P 500 ETF Trust$15,956,7670.0%27,7892.8%FinanceGOOGAlphabet$14,979,077$69,886 ▼-0.5%89,5932.6%Computer and TechnologyRTXRTX$14,482,678$174,108 ▼-1.2%119,5332.6%AerospaceTJXTJX Companies$12,648,134$24,213 ▼-0.2%107,6072.2%Retail/WholesaleCHDChurch & Dwight$11,830,499$129,224 ▼-1.1%112,9732.1%Consumer StaplesADPAutomatic Data Processing$11,601,579$206,650 ▼-1.8%41,7132.0%Business ServicesDHRDanaher$11,549,830$166,973 ▼-1.4%41,5032.0%Multi-Sector ConglomeratesAMGNAmgen$11,174,789$115,672 ▲1.0%34,6822.0%MedicalDEDeere & Company$10,408,400$82,085 ▼-0.8%24,8531.8%Industrial ProductsADBEAdobe$10,291,395$207,112 ▲2.1%19,8761.8%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$9,819,997$70,523 ▼-0.7%102,3451.7%ETFETNEaton$9,728,012$57,670 ▼-0.6%29,3511.7%Industrial ProductsACNAccenture$9,311,112$115,589 ▼-1.2%26,3411.6%Computer and TechnologyWSMWilliams-Sonoma$8,845,315$4,398,955 ▲98.9%57,0961.6%Retail/WholesaleTXNTexas Instruments$8,598,250$73,745 ▼-0.9%41,6241.5%Computer and TechnologyHUBBHubbell$8,559,863$100,236 ▼-1.2%19,9831.5%Industrial ProductsNEENextEra Energy$8,501,738$55,451 ▼-0.6%100,5771.5%UtilitiesLFUSLittelfuse$8,240,674$97,080 ▲1.2%31,0681.5%Computer and TechnologyWMWaste Management$7,837,693$80,756 ▼-1.0%37,7541.4%Business ServicesBDXBecton, Dickinson and Company$7,588,804$67,266 ▲0.9%31,4761.3%MedicalRELXRelx$7,385,030$93,307 ▼-1.2%155,6051.3%Computer and TechnologyWMTWalmart$7,345,425$58,221 ▼-0.8%90,9651.3%Retail/WholesaleULUnilever$6,965,664$100,623 ▼-1.4%107,2301.2%Consumer StaplesVVisa$6,928,482$105,856 ▲1.6%25,1991.2%Business ServicesFFIVF5$6,923,236$85,217 ▼-1.2%31,4411.2%Computer and TechnologyJNJJohnson & Johnson$6,830,672$81,030 ▼-1.2%42,1491.2%MedicalWSOWatsco$6,486,587$83,130 ▼-1.3%13,1871.1%ConstructionROPRoper Technologies$6,409,467$48,965 ▼-0.8%11,5191.1%Computer and TechnologyIAUiShares Gold Trust$6,384,412$137,520 ▼-2.1%128,4591.1%FinanceJPMJPMorgan Chase & Co.$6,292,274$80,338 ▼-1.3%29,8411.1%FinanceCMICummins$5,981,957$117,858 ▼-1.9%18,4751.1%Auto/Tires/TrucksGNTXGentex$5,913,609$28,384 ▼-0.5%199,1781.0%Auto/Tires/TrucksIBMInternational Business Machines$5,911,459$2,387,443 ▲67.7%26,7391.0%Computer and TechnologyMAINMain Street Capital$5,783,826$49,739 ▼-0.9%115,3541.0%FinanceCSCOCisco Systems$5,711,646$37,148 ▼-0.6%107,3211.0%Computer and TechnologyCOOPER COS INC$5,620,389$126,781 ▼-2.2%50,9371.0%COMMGRCMcGrath RentCorp$5,611,144$93,805 ▼-1.6%53,2971.0%FinanceNICENICE$5,538,510$21,882 ▲0.4%31,8911.0%Computer and TechnologyCLColgate-Palmolive$5,078,362$24,395 ▼-0.5%48,9200.9%Consumer StaplesWTRGEssential Utilities$4,995,494$18,861 ▼-0.4%129,5180.9%UtilitiesBRBroadridge Financial Solutions$4,919,441$29,363 ▼-0.6%22,7850.9%Business ServicesNKENIKE$4,893,413$65,688 ▼-1.3%55,1260.9%Consumer DiscretionaryGPCGenuine Parts$4,806,288$41,077 ▼-0.8%34,1660.8%Retail/WholesalePOOLPool$4,789,190$454,803 ▼-8.7%12,7100.8%Consumer DiscretionaryPFEPfizer$4,757,858$1,194,934 ▲33.5%164,4040.8%MedicalLLYEli Lilly and Company$4,500,121$176,319 ▼-3.8%5,0790.8%MedicalBIPCBrookfield Infrastructure$4,416,093$5,212 ▲0.1%101,6830.8%UtilitiesPAYXPaychex$4,388,625$67,899 ▼-1.5%32,7050.8%Business ServicesNVDANVIDIA$4,085,449$473,654 ▼-10.4%33,6390.7%Computer and TechnologyHSYHershey$3,726,094$107,397 ▼-2.8%19,4290.7%Consumer StaplesEOGEOG Resources$3,521,699$31,224 ▼-0.9%28,6480.6%Oils/EnergyRIORio Tinto Group$3,102,534$40,567 ▼-1.3%43,5930.5%Basic MaterialsVZVerizon Communications$3,093,880$75,448 ▼-2.4%68,8910.5%Computer and TechnologyBRK.BBerkshire Hathaway$2,079,915$9,205 ▼-0.4%4,5190.4%FinanceSPGIS&P Global$1,963,1560.0%3,8000.3%Business ServicesVOOVanguard S&P 500 ETF$1,585,809$49,226 ▲3.2%2,9960.3%ETFGWWW.W. Grainger$1,429,4030.0%1,3760.3%Industrial ProductsUNPUnion Pacific$1,356,133$986 ▼-0.1%5,5020.2%TransportationAMDAdvanced Micro Devices$1,258,1650.0%7,6680.2%Computer and TechnologyPEPPepsiCo$1,216,198$4,363,314 ▼-78.2%7,1520.2%Consumer StaplesMRKMerck & Co., Inc.$1,145,1290.0%10,0160.2%MedicalLOWLowe's Companies$1,047,377$10,834 ▼-1.0%3,8670.2%Retail/WholesaleABBVAbbVie$1,043,484$197,480 ▼-15.9%5,2840.2%MedicalABTAbbott Laboratories$1,028,883$342 ▲0.0%9,0240.2%MedicalKOCoca-Cola$1,007,6940.0%13,9290.2%Consumer StaplesPGProcter & Gamble$934,5870.0%5,3960.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$855,116$37,538 ▼-4.2%2,2780.2%ETFITWIllinois Tool Works$832,3540.0%3,1580.1%Industrial ProductsTYLTyler Technologies$794,4430.0%1,3610.1%Computer and TechnologyGOOGLAlphabet$772,8610.0%4,6600.1%Computer and TechnologyAMZNAmazon.com$770,413$1,118 ▼-0.1%4,1350.1%Retail/WholesaleXOMExxon Mobil$692,4190.0%5,9070.1%Oils/EnergyQQQInvesco QQQ$679,8470.0%1,3910.1%FinanceIVViShares Core S&P 500 ETF$615,4670.0%1,0670.1%ETFPBHCPathfinder Bancorp$608,3310.0%38,4290.1%FinanceLMTLockheed Martin$600,3430.0%1,0270.1%AerospaceVTVVanguard Value ETF$593,5380.0%3,4000.1%ETFMCHPMicrochip Technology$569,5770.0%7,0940.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$539,404$46,939 ▲9.5%2,7120.1%ETFFICOFair Isaac$522,8070.0%2690.1%Computer and TechnologyMMM3M$517,8200.0%3,7880.1%Multi-Sector ConglomeratesPMPhilip Morris International$516,1640.0%4,2050.1%Consumer StaplesMMCMarsh & McLennan Companies$505,503$505,503 ▲New Holding2,2660.1%FinanceTTDTrade Desk$491,2320.0%4,4800.1%Computer and TechnologyGLDSPDR Gold Shares$476,1550.0%1,9590.1%FinanceTRUST FOR PROFESSIONAL MANAG$462,900$462,900 ▲New Holding17,4320.1%JENSEN QUALITYVGTVanguard Information Technology ETF$451,1520.0%7680.1%ETFHDHome Depot$444,406$31,193 ▼-6.6%1,0970.1%Retail/WholesaleCIThe Cigna Group$438,9390.0%1,2670.1%MedicalRYNRayonier$406,1120.0%12,6200.1%ConstructionMCDMcDonald's$392,5130.0%1,2890.1%Retail/WholesaleMETAMeta Platforms$389,6230.0%6810.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$372,9570.0%1,9650.1%ETFGDGeneral Dynamics$350,2500.0%1,1590.1%AerospaceASMLASML$345,2420.0%4140.1%Computer and TechnologyShowing 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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