Hamilton Point Investment Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Hamilton Point Investment Advisors, LLC reported 147 stock positions worth $511.9 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 8.7% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Emcor (EME, 3.3%). Compared with Q4 2023, it opened 9 new positions, sold out of 13, added to 10 and reduced 67. The biggest buy was a new position in Nice Ltd. - Spon ADR (NICE) and the biggest sale an exit from Waters (WAT).

Most Recent 13F
Q2 2026
Location
CHAPEL HILL, NC
CIK
0001599746
Portfolio Value
$511.9M (Q1 2024)
SEC Filing
0001398344-24-008891 ↗ filed May 7, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $511.9M $511.9M Q1 2024 Q2 2024: $515.1M Q2 2024 Q3 2024: $554.2M Q3 2024 Q4 2024: $554.3M Q4 2024 Q1 2025: $556.1M Q1 2025 Q2 2025: $607.3M Q2 2025 Q3 2025: $640.7M Q3 2025 Q4 2025: $657.6M Q4 2025 Q1 2026: $649.0M Q1 2026 Q2 2026: $709.9M Q2 2026

Holdings 147 stocks · $511.9M
BRK.A Berkshire Hathaway Inc. Class A 8.68% 70 $44.4M No change
MSFT Microsoft Corp. 4.49% 54,623 $23.0M Reduce -2.3%
EME Emcor Group Inc. 3.35% 48,913 $17.1M Reduce -23.7%
AAPL Apple Inc. 3.32% 99,234 $17.0M Reduce -2.8%
AXP American Express Co. 2.91% 65,358 $14.9M Reduce -2.6%
GOOG Alphabet Inc. Class C 2.65% 88,947 $13.5M Reduce -1.4%
CHD Church & Dwight Co. Inc. 2.31% 113,350 $11.8M Reduce -1.9%
RTX RTX Corp. 2.28% 119,610 $11.7M Reduce -2.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.10% 106,127 $10.8M Reduce -2.1%
ADP Automatic Data Processing 2.06% 42,076 $10.6M Reduce -3.4%
DHR Danaher Corp. 2.04% 41,795 $10.4M Reduce -2.0%
DE Deere & Co. 1.98% 24,539 $10.1M Reduce -2.8%
ADBE Adobe Inc. 1.91% 19,390 $9.8M Reduce -2.0%
AMGN Amgen Inc. 1.89% 33,995 $9.7M Reduce -3.5%
AVUV Avantis US Small Cap Value 1.81% 98,935 $9.3M Reduce -1.7%
ACN Accenture PLC Class A 1.78% 26,340 $9.1M Reduce -1.8%
ETN Eaton Corp. PLC 1.78% 29,153 $9.1M Reduce -38.0%
WSM Williams-Sonoma Inc. 1.74% 28,092 $8.9M Reduce -1.3%
HUBB Hubbell Inc. 1.62% 20,003 $8.3M Reduce -1.3%
WM Waste Management Inc. 1.58% 37,842 $8.1M Reduce -1.1%
NICE Nice Ltd. - Spon ADR 1.55% 30,412 $7.9M New
BDX Becton Dickinson and Co. 1.50% 31,063 $7.7M Reduce -1.6%
LFUS Littelfuse Inc. 1.45% 30,581 $7.4M Reduce -2.1%
TXN Texas Instruments Inc. 1.43% 41,959 $7.3M Reduce -1.2%
GNTX Gentex Corp. 1.40% 198,090 $7.2M Reduce -2.3%
JNJ Johnson & Johnson 1.35% 43,530 $6.9M Reduce -5.5%
RELX Relx PLC - Spon ADR 1.32% 156,230 $6.8M Add +0.2%
V Visa Inc. Class A 1.32% 24,164 $6.7M Reduce -1.2%
MGRC McGrath Rentcorp 1.29% 53,354 $6.6M Reduce -2.1%
ROP Roper Technologies Inc. 1.26% 11,499 $6.4M Reduce -1.6%
NEE Nextera Energy Inc. 1.24% 99,685 $6.4M Add +18.4%
JPM JPMorgan Chase & Co. 1.20% 30,570 $6.1M Reduce -2.3%
FFIV F5 Inc. 1.16% 31,282 $5.9M Reduce -2.2%
PEP Pepsico Inc. 1.12% 32,551 $5.7M Reduce -3.1%
WSO Watsco Inc. 1.11% 13,210 $5.7M Reduce -1.4%
WMT Walmart Inc. 1.08% 91,411 $5.5M Reduce -1.2%
CMI Cummins Inc. 1.07% 18,671 $5.5M Reduce -1.9%
UL Unilever PLC 1.07% 108,832 $5.5M Reduce -4.0%
MAIN Main Street Capital Corp. 1.07% 115,441 $5.5M Reduce -0.5%
POOL Pool Corp. 1.06% 13,505 $5.4M Reduce -2.8%
IAU iShares Gold Trust 1.06% 128,571 $5.4M Reduce -1.0%
CSCO Cisco Systems Inc. 1.05% 107,888 $5.4M Reduce -0.6%
GPC Genuine Parts Co. 1.05% 34,457 $5.4M Reduce -0.8%
NKE Nike Inc. Class B 1.02% 55,589 $5.2M Reduce -2.2%
COO The Cooper Cos Inc. 1.02% 51,395 $5.2M Reduce -2.9%
WTRG Essential Utilities Inc. 0.92% 126,767 $4.7M Add +81.7%
BR Broadridge Financial Solutio 0.90% 22,522 $4.6M Reduce -0.5%
CL Colgate-Palmolive Co. 0.86% 49,139 $4.4M Reduce -5.4%
LLY Eli Lilly & Co. 0.83% 5,449 $4.2M Reduce -8.4%
PAYX Paychex Inc. 0.79% 32,877 $4.0M Reduce -1.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.75% 7,289 $3.8M Reduce -12.8%
EOG EOG Resources Inc. 0.71% 28,290 $3.6M Reduce -0.5%
BIPC Brookfield Infrastructure-A 0.69% 97,387 $3.5M Add +1.4%
PFE Pfizer Inc. 0.65% 120,510 $3.3M Reduce -0.2%
NVDA Nvidia Corp. 0.64% 3,645 $3.3M Add +0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.59% 15,792 $3.0M Reduce -1.7%
RIO Rio Tinto PLC-Spon ADR 0.57% 44,461 $2.9M Add +3.9%
VZ Verizon Communications Inc. 0.57% 69,901 $2.9M Reduce -1.9%
VITL Vital Farms Inc. 0.45% 98,094 $2.3M Reduce -56.6%
SYBT Stock Yards Bancorp Inc. 0.40% 42,059 $2.1M Reduce -2.0%
BRK.B Berkshire Hathaway Inc. Class B 0.37% 4,539 $1.9M Reduce -0.1%
SBSI Southside Bancshares Inc. 0.33% 57,366 $1.7M Reduce -1.7%
SPGI S&P Global Inc. 0.32% 3,800 $1.6M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.27% 1,376 $1.4M No change
VOO Vanguard S&P 500 ETF 0.27% 2,903 $1.4M Reduce -1.3%
AMD Advanced Micro Devices 0.27% 7,668 $1.4M No change
UNP Union Pacific Corp. 0.27% 5,556 $1.4M No change
MRK Merck & Co. Inc. 0.26% 10,095 $1.3M Reduce -4.4%
ABBV Abbvie Inc. 0.23% 6,488 $1.2M Reduce -15.9%
ABT Abbott Laboratories 0.20% 9,147 $1.0M Reduce -8.6%
LOW Lowe's Cos Inc. 0.20% 3,927 $1.0M No change
PG The Procter & Gamble Co. 0.17% 5,425 $880K Reduce -22.2%
KO The Coca-Cola Co. 0.17% 14,047 $866K No change
ITW Illinois Tool Works 0.17% 3,178 $857K No change
IWF iShares Russell 1000 Growth 0.16% 2,378 $802K No change
AMZN Amazon.com Inc. 0.14% 3,923 $708K Add +0.8%
GOOGL Alphabet Inc. Class A 0.14% 4,660 $703K No change
XOM Exxon Mobil Corp. 0.13% 5,745 $668K No change
TYL Tyler Technologies Inc. 0.12% 1,503 $639K No change
MCHP Microchip Technology Inc. 0.12% 7,094 $636K No change
QQQ Invesco QQQ Trust Series 1 0.12% 1,391 $618K No change
IVV iShares Core S&P 500 ETF 0.11% 1,067 $561K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 3,400 $554K No change
PBHC Pathfinder Bancorp Inc. 0.09% 38,429 $476K No change
LMT Lockheed Martin Corp. 0.09% 1,027 $467K No change
CI The Cigna Group 0.09% 1,267 $460K No change
VIG Vanguard Dividend Apprec ETF 0.09% 2,476 $452K Reduce -13.0%
HD Home Depot Inc. 0.09% 1,152 $442K Add +8.0%
RYN Rayonier Inc. 0.08% 12,620 $419K No change
GLD SPDR Gold Shares 0.08% 1,959 $403K Reduce -6.4%
VGT Vanguard Info Tech ETF 0.08% 768 $403K No change
MMM 3M Co. 0.08% 3,788 $402K No change
STX Seagate Technology Holdings 0.08% 4,263 $400K No change
ASML ASML Holding NV-NY Reg SHS 0.08% 410 $398K No change
PM Philip Morris International 0.08% 4,266 $396K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.08% 4,480 $392K No change
EMR Emerson Electric Co. 0.08% 3,404 $386K Reduce -5.5%
MCD McDonald's Corp. 0.07% 1,289 $363K No change
IWD iShares Russell 1000 Value E 0.07% 1,965 $352K No change
HON Honeywell International Inc. 0.07% 1,663 $341K Reduce -14.8%
FICO Fair Isaac Corp. 0.07% 269 $336K No change
META Meta Platforms Inc. Class A 0.06% 681 $331K Add +2.7%
GD General Dynamics Corp. 0.06% 1,159 $327K No change
INTC Intel Corp. 0.06% 7,022 $310K Reduce -21.3%
DELL Dell Technologies -C 0.06% 2,474 $282K New
SYK Stryker Corp. 0.05% 763 $274K Add +1.7%
IJH iShares Core S&P Midcap ETF 0.05% 4,500 $273K No change
PCAR Paccar Inc. 0.05% 1,950 $242K New
MDB Mongodb Inc. 0.04% 643 $231K No change
CVX Chevron Corp. 0.04% 1,439 $227K New
COF Capital One Financial Corp. 0.04% 1,478 $220K New
CPRT Copart Inc. 0.04% 3,652 $212K New
MA Mastercard Inc. Class A 0.04% 434 $209K New
VTWO Vanguard Russell 2000 ETF 0.04% 2,390 $203K Reduce -14.3%
MDLZ Mondelez International Inc. Class A 0.04% 2,862 $202K New
XTN SS SPDR S&P Transport ETF 0.04% 2,324 $197K No change
XLK SS Technology Select Sector 0.04% 866 $180K No change
XLV SS Health Care Select Sector 0.03% 1,128 $167K No change
EFA iShares MSCI Eafe ETF 0.03% 1,989 $159K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 447 $154K Reduce -6.3%
IWR iShares Russell Mid-Cap ETF 0.03% 1,672 $141K No change
SCHB Schwab US Broad Market ETF 0.02% 1,867 $114K No change
AVXL Anavex Life Sciences Corp. 0.02% 20,300 $103K No change
IWS iShares Russell Mid-Cap Valu 0.02% 814 $102K No change
XLY SS Consumer Disc Select Sect 0.01% 377 $69K No change
IWM iShares Russell 2000 ETF 0.01% 323 $68K Reduce -88.6%
SCHF Schwab Intl Equity ETF 0.01% 1,674 $65K No change
IJR iShares Core S&P Small-Cap E 0.01% 500 $55K No change
IWP iShares Russell Mid-Cap Grow 0.01% 472 $54K No change
IYW iShares Ustechnology ETF 0.01% 386 $52K No change
SOXX iShares Semiconductor ETF 0.01% 213 $48K No change
XLE SS Energy Select Sector 0.01% 446 $42K No change
XLI SS Industrial Select Sector 0.01% 333 $42K No change
SCHA Schwab US Small-Cap ETF 0.01% 532 $26K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.01% 725 $26K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 420 $24K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 835 $23K No change
SCHX Schwab US Large-Cap ETF 0.00% 298 $18K No change
IYR iShares US Real Estate ETF 0.00% 195 $18K New
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 387 $14K No change
ICF iShares Select U.S. REIT ETF 0.00% 220 $13K No change
XBI SS SPDR S&P Biotech ETF 0.00% 105 $10K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 345 $9K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 116 $8K No change
SCHC Schwab Intl Small-Cap Equity 0.00% 214 $8K No change
SCHH Schwab US REIT ETF 0.00% 184 $4K No change
VB Vanguard Most SM-Cap ETF-Usd 0.00% 12 $3K No change

Options reported separately and not counted above: SPY puts ($10.7M), NVDA puts ($181K).

Portfolio Sells Q4 2023 → Q1 2024
WAT Waters Corp. Sold out 0.00% −1.99
YETI Yeti Holdings Inc. Sold out 0.00% −1.08
AAPL Apple Inc. Reduce -2.8% 3.32% −0.65
ETN Eaton Corp. PLC Reduce -38.0% 1.78% −0.51
ADBE Adobe Inc. Reduce -2.0% 1.91% −0.47
VITL Vital Farms Inc. Reduce -56.6% 0.45% −0.27
LFUS Littelfuse Inc. Reduce -2.1% 1.45% −0.24
NKE Nike Inc. Class B Reduce -2.2% 1.02% −0.23
VLTO Veralto Corp. Sold out 0.00% −0.22
AMGN Amgen Inc. Reduce -3.5% 1.89% −0.16
ACN Accenture PLC Class A Reduce -1.8% 1.78% −0.12
JNJ Johnson & Johnson Reduce -5.5% 1.35% −0.11
INTU Intuit Inc. Sold out 0.00% −0.11
IWM iShares Russell 2000 ETF Reduce -88.6% 0.01% −0.10
DUK Duke Energy Corp. Sold out 0.00% −0.10
BMVP Invesco Bloomberg MVP Multi- Sold out 0.00% −0.08
DE Deere & Co. Reduce -2.8% 1.98% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -12.8% 0.75% −0.06
AMAT Applied Materials Inc. Sold out 0.00% −0.06
CSCO Cisco Systems Inc. Reduce -0.6% 1.05% −0.06
BLK BlackRock Finance Inc. Sold out 0.00% −0.06
POOL Pool Corp. Reduce -2.8% 1.06% −0.06
BDX Becton Dickinson and Co. Reduce -1.6% 1.50% −0.05
PFE Pfizer Inc. Reduce -0.2% 0.65% −0.05
GIS General Mills Inc. Sold out 0.00% −0.05
SYY Sysco Corp. Sold out 0.00% −0.05
OKE Oneok Inc. Sold out 0.00% −0.05
WSO Watsco Inc. Reduce -1.4% 1.11% −0.05
UL Unilever PLC Reduce -4.0% 1.07% −0.04
SYBT Stock Yards Bancorp Inc. Reduce -2.0% 0.40% −0.04
SBSI Southside Bancshares Inc. Reduce -1.7% 0.33% −0.04
PEP Pepsico Inc. Reduce -3.1% 1.12% −0.04
BR Broadridge Financial Solutio Reduce -0.5% 0.90% −0.04
TXN Texas Instruments Inc. Reduce -1.2% 1.43% −0.04
PG The Procter & Gamble Co. Reduce -22.2% 0.17% −0.03
MGRC McGrath Rentcorp Reduce -2.1% 1.29% −0.03
INTC Intel Corp. Reduce -21.3% 0.06% −0.03
ROP Roper Technologies Inc. Reduce -1.6% 1.26% −0.03
ABT Abbott Laboratories Reduce -8.6% 0.20% −0.02
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.02
PAYX Paychex Inc. Reduce -1.9% 0.79% −0.02
HON Honeywell International Inc. Reduce -14.8% 0.07% −0.02
AVUV Avantis US Small Cap Value Reduce -1.7% 1.81% −0.02
ABBV Abbvie Inc. Reduce -15.9% 0.23% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -13.0% 0.09% −0.01
VTWO Vanguard Russell 2000 ETF Reduce -14.3% 0.04% −0.01
PRF Invesco Rafi US 1000 ETF Sold out 0.00% −0.00
GLD SPDR Gold Shares Reduce -6.4% 0.08% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -6.3% 0.03% +0.00
FFIV F5 Inc. Reduce -2.2% 1.16% +0.00

Portfolio Buys Q4 2023 → Q1 2024
NICE Nice Ltd. - Spon ADR New 1.55% +1.55
WTRG Essential Utilities Inc. Add +81.7% 0.92% +0.39
NVDA Nvidia Corp. Add +0.4% 0.64% +0.28
NEE Nextera Energy Inc. Add +18.4% 1.24% +0.21
RELX Relx PLC - Spon ADR Add +0.2% 1.32% +0.07
DELL Dell Technologies -C New 0.06% +0.06
PCAR Paccar Inc. New 0.05% +0.05
CVX Chevron Corp. New 0.04% +0.04
COF Capital One Financial Corp. New 0.04% +0.04
CPRT Copart Inc. New 0.04% +0.04
MA Mastercard Inc. Class A New 0.04% +0.04
MDLZ Mondelez International Inc. Class A New 0.04% +0.04
AMZN Amazon.com Inc. Add +0.8% 0.14% +0.02
META Meta Platforms Inc. Class A Add +2.7% 0.06% +0.02
HD Home Depot Inc. Add +8.0% 0.09% +0.01
SYK Stryker Corp. Add +1.7% 0.05% +0.01
IYR iShares US Real Estate ETF New 0.00% +0.00
BIPC Brookfield Infrastructure-A Add +1.4% 0.69% +0.00
RIO Rio Tinto PLC-Spon ADR Add +3.9% 0.57% −0.07

Options Activity Q4 2023 → Q1 2024
SPY SS SPDR S&P 500 ETF Trust-US put Add +95.2% 20,500 $10.7M
NVDA Nvidia Corp. put New 200 $181K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 191$709.9MBNDX, BRK.A, GOOG, AAPL, EME
Q1 2026 184$649.0MBRK.A, BNDX, AAPL, GOOG, EME
Q4 2025 188$657.6MBRK.A, BNDX, AAPL, GOOG, MSFT
Q3 2025 162$640.7MBRK.A, BNDX, MSFT, AAPL, EME
Q2 2025 160$607.3MBRK.A, BNDX, MSFT, EME, AAPL
Q1 2025 155$556.1MBRK.A, AAPL, MSFT, AXP, RTX
Q4 2024 159$554.3MBRK.A, AAPL, MSFT, EME, AXP
Q3 2024 157$554.2MBRK.A, MSFT, AAPL, EME, AXP
Q2 2024 142$515.1MBRK.A, MSFT, AAPL, EME, GOOG
Q1 2024 147$511.9MBRK.A, MSFT, EME, AAPL, AXP