Hamilton Point Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Hamilton Point Investment Advisors, LLC reported 159 stock positions worth $554.3 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 8.5% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 4.2%). Compared with Q3 2024, it opened 17 new positions, sold out of 15, added to 78 and reduced 18. The biggest buy was a new position in Eagle Materials (EXP) and the biggest sale an exit from Gentex (GNTX).
- Most Recent 13F
- Q2 2026
- Location
- CHAPEL HILL, NC
- CIK
- 0001599746
- Portfolio Value
- $554.3M (Q4 2024)
- SEC Filing
- 0001398344-25-000979 ↗ filed Jan 23, 2025
Holdings Value
Holdings 159 stocks · $554.3M
| BRK.A Berkshire Hathaway Inc. Class A | 8.48% | 69 | $47.0M | Reduce -1.4% |
| AAPL Apple Inc. | 4.69% | 103,885 | $26.0M | Add +4.2% |
| MSFT Microsoft Corp. | 4.21% | 55,355 | $23.3M | Add +0.7% |
| EME Emcor Group Inc. | 4.07% | 49,682 | $22.6M | Add +0.1% |
| AXP American Express Co. | 3.51% | 65,627 | $19.5M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 3.09% | 90,040 | $17.1M | Add +0.5% |
| RTX RTX Corp. | 2.52% | 120,667 | $14.0M | Add +0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.37% | 108,931 | $13.2M | Add +1.2% |
| ADP Automatic Data Processing | 2.23% | 41,951 | $12.3M | Add +0.6% |
| CHD Church & Dwight Co. Inc. | 2.14% | 113,320 | $11.9M | Add +0.3% |
| DE Deere & Co. | 1.92% | 25,039 | $10.6M | Add +0.8% |
| WSM Williams-Sonoma Inc. | 1.92% | 57,495 | $10.6M | Add +0.7% |
| AVUV Avantis US Small Cap Value | 1.84% | 105,511 | $10.2M | Add +3.1% |
| ETN Eaton Corp. PLC | 1.78% | 29,769 | $9.9M | Add +1.4% |
| DHR Danaher Corp. | 1.73% | 41,799 | $9.6M | Add +0.7% |
| ACN Accenture PLC Class A | 1.69% | 26,619 | $9.4M | Add +1.1% |
| AMGN Amgen Inc. | 1.66% | 35,214 | $9.2M | Add +1.5% |
| ADBE Adobe Inc. | 1.61% | 20,075 | $8.9M | Add +1.0% |
| HUBB Hubbell Inc. | 1.53% | 20,201 | $8.5M | Add +1.1% |
| WMT Walmart Inc. | 1.51% | 92,488 | $8.4M | Add +1.7% |
| V Visa Inc. Class A | 1.46% | 25,630 | $8.1M | Add +1.7% |
| FFIV F5 Inc. | 1.44% | 31,694 | $8.0M | Add +0.8% |
| TXN Texas Instruments Inc. | 1.43% | 42,406 | $8.0M | Add +1.9% |
| WM Waste Management Inc. | 1.40% | 38,369 | $7.7M | Add +1.6% |
| NEE Nextera Energy Inc. | 1.33% | 102,554 | $7.4M | Add +2.0% |
| LFUS Littelfuse Inc. | 1.30% | 30,598 | $7.2M | Reduce -1.5% |
| RELX Relx PLC - Spon ADR | 1.30% | 158,602 | $7.2M | Add +1.9% |
| BDX Becton Dickinson and Co. | 1.29% | 31,627 | $7.2M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.29% | 29,888 | $7.2M | Add +0.2% |
| MAIN Main Street Capital Corp. | 1.24% | 117,591 | $6.9M | Add +1.9% |
| CMI Cummins Inc. | 1.17% | 18,641 | $6.5M | Add +0.9% |
| CSCO Cisco Systems Inc. | 1.17% | 109,369 | $6.5M | Add +1.9% |
| IAU iShares Gold Trust | 1.17% | 130,553 | $6.5M | Add +1.6% |
| WSO Watsco Inc. | 1.13% | 13,236 | $6.3M | Add +0.4% |
| UL Unilever PLC | 1.12% | 109,964 | $6.2M | Add +2.5% |
| JNJ Johnson & Johnson | 1.11% | 42,443 | $6.1M | Add +0.7% |
| MGRC McGrath Rentcorp | 1.09% | 54,122 | $6.1M | Add +1.6% |
| ROP Roper Technologies Inc. | 1.09% | 11,620 | $6.0M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.08% | 27,318 | $6.0M | Add +2.2% |
| BR Broadridge Financial Solutio | 0.95% | 23,217 | $5.3M | Add +1.9% |
| NICE Nice Ltd. - Spon ADR | 0.92% | 30,164 | $5.1M | Reduce -5.4% |
| POOL Pool Corp. | 0.87% | 14,149 | $4.8M | Add +11.3% |
| WTRG Essential Utilities Inc. | 0.86% | 131,271 | $4.8M | Add +1.4% |
| COO The Cooper Cos Inc. | 0.86% | 51,706 | $4.8M | Add +1.5% |
| PAYX Paychex Inc. | 0.84% | 33,306 | $4.7M | Add +1.8% |
| CL Colgate-Palmolive Co. | 0.83% | 50,804 | $4.6M | Add +3.9% |
| NVDA Nvidia Corp. | 0.83% | 34,155 | $4.6M | Add +1.5% |
| EXP Eagle Materials Inc. | 0.80% | 18,012 | $4.4M | New |
| BIPC Brookfield Infrastructure-A | 0.79% | 109,563 | $4.4M | Add +7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 7,369 | $4.3M | Add +1.1% |
| NKE Nike Inc. Class B | 0.74% | 54,188 | $4.1M | Reduce -1.7% |
| GPC Genuine Parts Co. | 0.74% | 34,735 | $4.1M | Add +1.7% |
| PFE Pfizer Inc. | 0.71% | 148,165 | $3.9M | Reduce -9.9% |
| LLY Eli Lilly & Co. | 0.71% | 5,079 | $3.9M | No change |
| EOG EOG Resources Inc. | 0.65% | 29,173 | $3.6M | Add +1.8% |
| HSY The Hershey Co. | 0.53% | 17,505 | $3.0M | Reduce -9.9% |
| RIO Rio Tinto PLC-Spon ADR | 0.47% | 44,191 | $2.6M | Add +1.4% |
| VZ Verizon Communications Inc. | 0.45% | 62,713 | $2.5M | Reduce -9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 5,395 | $2.4M | Add +19.4% |
| SPGI S&P Global Inc. | 0.34% | 3,808 | $1.9M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.29% | 2,935 | $1.6M | Reduce -2.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.26% | 1,376 | $1.5M | No change |
| JGRW Jensen Quality Growth ETF | 0.22% | 46,145 | $1.2M | Add +164.7% |
| UNP Union Pacific Corp. | 0.21% | 5,157 | $1.2M | Reduce -6.3% |
| ABT Abbott Laboratories | 0.20% | 9,855 | $1.1M | Add +9.2% |
| ABBV Abbvie Inc. | 0.20% | 6,156 | $1.1M | Add +16.5% |
| PEP Pepsico Inc. | 0.19% | 6,707 | $1.0M | Reduce -6.2% |
| MRK Merck & Co. Inc. | 0.18% | 10,089 | $1.0M | Add +0.7% |
| MRSH Marsh & McLennan Cos | 0.18% | 4,749 | $1.0M | Add +109.6% |
| PG The Procter & Gamble Co. | 0.18% | 5,802 | $973K | Add +7.5% |
| AMZN Amazon.com Inc. | 0.17% | 4,378 | $960K | Add +5.9% |
| LOW Lowe's Cos Inc. | 0.17% | 3,881 | $958K | Add +0.4% |
| AMD Advanced Micro Devices | 0.17% | 7,668 | $926K | No change |
| IWF iShares Russell 1000 Growth | 0.17% | 2,278 | $915K | No change |
| UNH Unitedhealth Group Inc. | 0.16% | 1,747 | $884K | Add +324.0% |
| GOOGL Alphabet Inc. Class A | 0.16% | 4,603 | $871K | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.15% | 13,382 | $833K | Reduce -3.9% |
| ITW Illinois Tool Works | 0.15% | 3,158 | $805K | No change |
| TYL Tyler Technologies Inc. | 0.14% | 1,361 | $785K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,391 | $711K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 6,604 | $710K | Add +11.8% |
| PBHC Pathfinder Bancorp Inc. | 0.12% | 38,429 | $673K | No change |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,067 | $628K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 3,655 | $619K | Add +7.5% |
| FICO Fair Isaac Corp. | 0.10% | 269 | $536K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.10% | 4,480 | $527K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.09% | 18,120 | $526K | New |
| PM Philip Morris International | 0.09% | 4,319 | $526K | Add +2.7% |
| GLD SPDR Gold Shares | 0.09% | 2,129 | $515K | Add +8.7% |
| LMT Lockheed Martin Corp. | 0.09% | 1,050 | $510K | Add +2.2% |
| VGT Vanguard Info Tech ETF | 0.09% | 788 | $490K | Add +2.6% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 2,476 | $485K | Reduce -8.7% |
| HD Home Depot Inc. | 0.08% | 1,136 | $442K | Add +3.6% |
| META Meta Platforms Inc. Class A | 0.08% | 736 | $431K | Add +8.1% |
| AVGO Broadcom Inc. | 0.08% | 1,823 | $423K | Add +7.2% |
| MCHP Microchip Technology Inc. | 0.07% | 7,094 | $407K | No change |
| MMM 3M Co. | 0.07% | 2,951 | $381K | Reduce -22.1% |
| HON Honeywell International Inc. | 0.07% | 1,663 | $376K | No change |
| IWD iShares Russell 1000 Value E | 0.07% | 1,965 | $364K | No change |
| RYN Rayonier Inc. | 0.06% | 12,620 | $352K | No change |
Options reported separately and not counted above: SPY puts ($12.0M), INFL calls ($228K).
Portfolio Sells Q3 2024 → Q4 2024
| GNTX Gentex Corp. | Sold out | 0.00% | −1.07 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.4% | 8.48% | −0.25 |
| LFUS Littelfuse Inc. | Reduce -1.5% | 1.30% | −0.19 |
| PFE Pfizer Inc. | Reduce -9.9% | 0.71% | −0.15 |
| NKE Nike Inc. Class B | Reduce -1.7% | 0.74% | −0.14 |
| HSY The Hershey Co. | Reduce -9.9% | 0.53% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -9.0% | 0.45% | −0.11 |
| NICE Nice Ltd. - Spon ADR | Reduce -5.4% | 0.92% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.05 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.04 |
| PSA Public Storage | Sold out | 0.00% | −0.04 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.04 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Reduce -6.2% | 0.19% | −0.03 |
| UNP Union Pacific Corp. | Reduce -6.3% | 0.21% | −0.03 |
| KO The Coca-Cola Co. | Reduce -3.9% | 0.15% | −0.03 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.03 |
| MMM 3M Co. | Reduce -22.1% | 0.07% | −0.02 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -48.6% | 0.01% | −0.02 |
| MCD McDonald's Corp. | Reduce -14.7% | 0.06% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.7% | 0.09% | −0.01 |
| XLE SS Energy Select Sector | Reduce -44.7% | 0.01% | −0.01 |
| VIOG Vanguard S&P SM Cap 600 GRW | Sold out | 0.00% | −0.01 |
| VIOV Vanguard S&P Small-Cap 600 V | Sold out | 0.00% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -2.0% | 0.29% | −0.00 |
| BAC Bank of America Corp. | Reduce -7.8% | 0.05% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.16% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| EXP Eagle Materials Inc. | New | 0.80% | +0.80 |
| AAPL Apple Inc. | Add +4.2% | 4.69% | +0.50 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 3.09% | +0.39 |
| WSM Williams-Sonoma Inc. | Add +0.7% | 1.92% | +0.32 |
| AXP American Express Co. | Add +0.2% | 3.51% | +0.31 |
| EME Emcor Group Inc. | Add +0.1% | 4.07% | +0.21 |
| V Visa Inc. Class A | Add +1.7% | 1.46% | +0.21 |
| MAIN Main Street Capital Corp. | Add +1.9% | 1.24% | +0.20 |
| FFIV F5 Inc. | Add +0.8% | 1.44% | +0.19 |
| WMT Walmart Inc. | Add +1.7% | 1.51% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 1.29% | +0.16 |
| CSCO Cisco Systems Inc. | Add +1.9% | 1.17% | +0.14 |
| ADP Automatic Data Processing | Add +0.6% | 2.23% | +0.13 |
| JGRW Jensen Quality Growth ETF | Add +164.7% | 0.22% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +324.0% | 0.16% | +0.12 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.09% | +0.09 |
| CMI Cummins Inc. | Add +0.9% | 1.17% | +0.09 |
| TJX TJX Companies Inc. | Add +1.2% | 2.37% | +0.09 |
| MRSH Marsh & McLennan Cos | Add +109.6% | 0.18% | +0.09 |
| NVDA Nvidia Corp. | Add +1.5% | 0.83% | +0.09 |
| MGRC McGrath Rentcorp | Add +1.6% | 1.09% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.4% | 0.44% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +3.1% | 1.84% | +0.07 |
| BR Broadridge Financial Solutio | Add +1.9% | 0.95% | +0.06 |
| PAYX Paychex Inc. | Add +1.8% | 0.84% | +0.05 |
| DUK Duke Energy Corp. | New | 0.05% | +0.05 |
| DE Deere & Co. | Add +0.8% | 1.92% | +0.04 |
| SO The Southern Co. | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | New | 0.04% | +0.04 |
| CPRT Copart Inc. | New | 0.04% | +0.04 |
| PCAR Paccar Inc. | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +5.9% | 0.17% | +0.03 |
| ETN Eaton Corp. PLC | Add +1.4% | 1.78% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 0.78% | +0.02 |
| AVGO Broadcom Inc. | Add +7.2% | 0.08% | +0.02 |
| EMR Emerson Electric Co. | Add +23.8% | 0.06% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.2% | 1.08% | +0.02 |
| ABT Abbott Laboratories | Add +9.2% | 0.20% | +0.02 |
| IAU iShares Gold Trust | Add +1.6% | 1.17% | +0.01 |
| EOG EOG Resources Inc. | Add +1.8% | 0.65% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +21.9% | 0.04% | +0.01 |
| ACN Accenture PLC Class A | Add +1.1% | 1.69% | +0.01 |
| ABBV Abbvie Inc. | Add +16.5% | 0.20% | +0.01 |
| META Meta Platforms Inc. Class A | Add +8.1% | 0.08% | +0.01 |
| GLD SPDR Gold Shares | Add +8.7% | 0.09% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +2.6% | 0.09% | +0.01 |
| PG The Procter & Gamble Co. | Add +7.5% | 0.18% | +0.01 |
| POOL Pool Corp. | Add +11.3% | 0.87% | +0.01 |
| CHD Church & Dwight Co. Inc. | Add +0.3% | 2.14% | +0.01 |
| MA Mastercard Inc. Class A | Add +5.8% | 0.04% | +0.00 |
Options Activity Q3 2024 → Q4 2024
| INFL Horizon Kinetics Infl Benef | call | New | 6,000 | $228K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 191 | $709.9M | BNDX, BRK.A, GOOG, AAPL, EME |
| Q1 2026 | 184 | $649.0M | BRK.A, BNDX, AAPL, GOOG, EME |
| Q4 2025 | 188 | $657.6M | BRK.A, BNDX, AAPL, GOOG, MSFT |
| Q3 2025 | 162 | $640.7M | BRK.A, BNDX, MSFT, AAPL, EME |
| Q2 2025 | 160 | $607.3M | BRK.A, BNDX, MSFT, EME, AAPL |
| Q1 2025 | 155 | $556.1M | BRK.A, AAPL, MSFT, AXP, RTX |
| Q4 2024 | 159 | $554.3M | BRK.A, AAPL, MSFT, EME, AXP |
| Q3 2024 | 157 | $554.2M | BRK.A, MSFT, AAPL, EME, AXP |
| Q2 2024 | 142 | $515.1M | BRK.A, MSFT, AAPL, EME, GOOG |
| Q1 2024 | 147 | $511.9M | BRK.A, MSFT, EME, AAPL, AXP |