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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $511.9M Q1 2024 Q2 2024: $515.1M Q2 2024 Q3 2024: $554.2M Q3 2024 Q4 2024: $554.3M $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 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
CI The Cigna Group 0.06% 1,267 $350K No change
EMR Emerson Electric Co. 0.06% 2,728 $338K Add +23.8%
MCD McDonald's Corp. 0.06% 1,099 $319K Reduce -14.7%
GD General Dynamics Corp. 0.06% 1,180 $311K Add +1.8%
SYK Stryker Corp. 0.05% 807 $291K Add +0.5%
ASML ASML Holding NV-NY Reg SHS 0.05% 414 $287K No change
DELL Dell Technologies -C 0.05% 2,474 $285K No change
IP International Paper Co. 0.05% 5,043 $271K No change
DUK Duke Energy Corp. 0.05% 2,500 $269K New
COF Capital One Financial Corp. 0.05% 1,478 $264K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 5,798 $255K Reduce -7.8%
MA Mastercard Inc. Class A 0.04% 459 $242K Add +5.8%
SO The Southern Co. 0.04% 2,883 $237K New
OKE Oneok Inc. 0.04% 2,333 $234K No change
VEA Vanguard Ftse Developed ETF 0.04% 4,750 $227K New
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 545 $224K Add +21.9%
AVXL Anavex Life Sciences Corp. 0.04% 20,300 $218K No change
VTWO Vanguard Russell 2000 ETF 0.04% 2,390 $213K No change
CPRT Copart Inc. 0.04% 3,652 $210K New
PCAR Paccar Inc. 0.04% 1,950 $209K New
CVX Chevron Corp. 0.04% 1,439 $208K No change
XLK SS Technology Select Sector 0.04% 890 $207K Add +2.8%
XTN SS SPDR S&P Transport ETF 0.04% 2,324 $201K No change
XLV SS Health Care Select Sector 0.03% 1,200 $165K Add +6.4%
IWR iShares Russell Mid-Cap ETF 0.03% 1,672 $148K No change
SCHB Schwab US Broad Market ETF 0.02% 5,601 $127K No change
IWS iShares Russell Mid-Cap Valu 0.02% 814 $105K No change
XLY SS Consumer Disc Select Sect 0.02% 377 $85K No change
EFA iShares MSCI Eafe ETF 0.01% 1,022 $77K Reduce -48.6%
IWM iShares Russell 2000 ETF 0.01% 323 $71K No change
SCHF Schwab Intl Equity ETF 0.01% 3,348 $62K No change
IYW iShares Ustechnology ETF 0.01% 386 $62K No change
IWP iShares Russell Mid-Cap Grow 0.01% 472 $60K No change
SOXX iShares Semiconductor ETF 0.01% 213 $46K No change
XLI SS Industrial Select Sector 0.01% 333 $44K No change
XLE SS Energy Select Sector 0.01% 446 $38K Reduce -44.7%
SCHX Schwab US Large-Cap ETF 0.01% 1,483 $34K Add +65.9%
SCHA Schwab US Small-Cap ETF 0.01% 1,293 $33K Add +21.5%
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 840 $25K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 835 $24K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 725 $24K No change
ICF iShares Select U.S. REIT ETF 0.00% 220 $13K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 387 $13K No change
SPYV SS SPDR P S&P 500 Value ETF 0.00% 258 $13K New
SPYG SS SPDR P S&P 500 Growth ETF 0.00% 147 $13K New
VCR Vanguard Consumer Discre ETF 0.00% 34 $13K New
XSD SS SPDR S&P Semiconductor 0.00% 48 $12K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 36 $10K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 48 $10K New
XBI SS SPDR S&P Biotech ETF 0.00% 105 $9K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 345 $9K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 348 $8K No change
SCHC Schwab Intl Small-Cap Equity 0.00% 214 $7K No change
SPHY SS SPDR P High Yield ETF 0.00% 264 $6K New
SCHP Schwab U.S. Tips ETF 0.00% 229 $6K New
SCHH Schwab US REIT ETF 0.00% 184 $4K No change
VB Vanguard Most SM-Cap ETF-Usd 0.00% 12 $3K No change
VMBS Vanguard Mortgage-Backed Sec 0.00% 54 $2K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.00% 57 $1K New

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

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