Hamilton Point Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Hamilton Point Investment Advisors, LLC reported 155 stock positions worth $556.1 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 9.9% of the portfolio, followed by Apple (AAPL, 4.2%) and Microsoft (MSFT, 3.7%). Compared with Q4 2024, it opened 9 new positions, sold out of 13, added to 58 and reduced 37. The biggest buy was a new position in Medtronic (MDT) and the biggest sale Emcor (EME, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- CHAPEL HILL, NC
- CIK
- 0001599746
- Portfolio Value
- $556.1M (Q1 2025)
- SEC Filing
- 0001398344-25-008794 ↗ filed May 6, 2025
Holdings Value
Holdings 155 stocks · $556.1M
| BRK.A Berkshire Hathaway Inc. Class A | 9.91% | 69 | $55.1M | No change |
| AAPL Apple Inc. | 4.16% | 104,181 | $23.1M | Add +0.3% |
| MSFT Microsoft Corp. | 3.72% | 55,151 | $20.7M | Reduce -0.4% |
| AXP American Express Co. | 3.19% | 65,871 | $17.7M | Add +0.4% |
| RTX RTX Corp. | 2.88% | 120,742 | $16.0M | Add +0.1% |
| EME Emcor Group Inc. | 2.66% | 40,088 | $14.8M | Reduce -19.3% |
| GOOG Alphabet Inc. Class C | 2.53% | 90,073 | $14.1M | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.38% | 108,890 | $13.3M | Reduce -0.0% |
| ADP Automatic Data Processing | 2.31% | 41,794 | $12.8M | Reduce -0.4% |
| CHD Church & Dwight Co. Inc. | 2.24% | 113,232 | $12.5M | Reduce -0.1% |
| DE Deere & Co. | 2.12% | 25,047 | $11.8M | Add +0.0% |
| AMGN Amgen Inc. | 1.96% | 35,010 | $10.9M | Reduce -0.6% |
| IAU iShares Gold Trust | 1.75% | 165,396 | $9.8M | Add +26.7% |
| AVUV Avantis US Small Cap Value | 1.68% | 107,012 | $9.3M | Add +1.4% |
| WSM Williams-Sonoma Inc. | 1.65% | 58,025 | $9.2M | Add +0.9% |
| NICE Nice Ltd. - Spon ADR | 1.65% | 59,385 | $9.2M | Add +96.9% |
| V Visa Inc. Class A | 1.62% | 25,777 | $9.0M | Add +0.6% |
| WM Waste Management Inc. | 1.60% | 38,335 | $8.9M | Reduce -0.1% |
| DHR Danaher Corp. | 1.54% | 41,691 | $8.6M | Reduce -0.3% |
| FFIV F5 Inc. | 1.51% | 31,578 | $8.4M | Reduce -0.4% |
| ACN Accenture PLC Class A | 1.49% | 26,574 | $8.3M | Reduce -0.2% |
| ETN Eaton Corp. PLC | 1.46% | 29,831 | $8.1M | Add +0.2% |
| RELX Relx PLC - Spon ADR | 1.44% | 158,961 | $8.0M | Add +0.2% |
| ADBE Adobe Inc. | 1.38% | 20,008 | $7.7M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 1.32% | 103,711 | $7.4M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 1.32% | 29,950 | $7.3M | Add +0.2% |
| BDX Becton Dickinson and Co. | 1.31% | 31,921 | $7.3M | Add +0.9% |
| JNJ Johnson & Johnson | 1.27% | 42,711 | $7.1M | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.23% | 27,583 | $6.9M | Add +1.0% |
| ROP Roper Technologies Inc. | 1.23% | 11,598 | $6.8M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 1.22% | 109,984 | $6.8M | Add +0.6% |
| WSO Watsco Inc. | 1.21% | 13,282 | $6.8M | Add +0.3% |
| HUBB Hubbell Inc. | 1.21% | 20,272 | $6.7M | Add +0.3% |
| MAIN Main Street Capital Corp. | 1.20% | 118,394 | $6.7M | Add +0.7% |
| UL Unilever PLC | 1.17% | 109,407 | $6.5M | Reduce -0.5% |
| LFUS Littelfuse Inc. | 1.12% | 31,640 | $6.2M | Add +3.4% |
| MGRC McGrath Rentcorp | 1.09% | 54,314 | $6.1M | Add +0.3% |
| CMI Cummins Inc. | 1.05% | 18,715 | $5.9M | Add +0.4% |
| WMT Walmart Inc. | 1.05% | 66,632 | $5.9M | Reduce -28.0% |
| VZ Verizon Communications Inc. | 1.03% | 126,015 | $5.7M | Add +100.9% |
| BR Broadridge Financial Solutio | 1.02% | 23,277 | $5.7M | Add +0.3% |
| WTRG Essential Utilities Inc. | 0.95% | 133,698 | $5.3M | Add +1.9% |
| PAYX Paychex Inc. | 0.92% | 33,305 | $5.1M | Reduce 0.0% |
| CL Colgate-Palmolive Co. | 0.86% | 50,863 | $4.8M | Add +0.1% |
| POOL Pool Corp. | 0.83% | 14,523 | $4.6M | Add +2.6% |
| PFE Pfizer Inc. | 0.80% | 175,596 | $4.4M | Add +18.5% |
| COO The Cooper Cos Inc. | 0.78% | 51,569 | $4.3M | Reduce -0.3% |
| MDT Medtronic PLC | 0.78% | 47,991 | $4.3M | New |
| EXP Eagle Materials Inc. | 0.78% | 19,522 | $4.3M | Add +8.4% |
| GPC Genuine Parts Co. | 0.76% | 34,982 | $4.2M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.75% | 5,080 | $4.2M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 7,289 | $4.1M | Reduce -1.1% |
| BIPC Brookfield Infrastructure-A | 0.72% | 110,953 | $4.0M | Add +1.3% |
| TXN Texas Instruments Inc. | 0.69% | 21,337 | $3.8M | Reduce -49.7% |
| EOG EOG Resources Inc. | 0.67% | 29,169 | $3.7M | Reduce -0.0% |
| NVDA Nvidia Corp. | 0.67% | 34,155 | $3.7M | No change |
| HSY The Hershey Co. | 0.64% | 20,834 | $3.6M | Add +19.0% |
| NKE Nike Inc. Class B | 0.64% | 55,772 | $3.6M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 5,395 | $2.9M | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.50% | 44,385 | $2.8M | Add +0.4% |
| SPGI S&P Global Inc. | 0.35% | 3,808 | $1.9M | No change |
| VOO Vanguard S&P 500 ETF | 0.26% | 2,855 | $1.5M | Reduce -2.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.24% | 1,376 | $1.4M | No change |
| ABT Abbott Laboratories | 0.24% | 9,858 | $1.3M | Add +0.0% |
| JGRW Jensen Quality Growth ETF | 0.23% | 51,031 | $1.3M | Add +10.6% |
| ABBV Abbvie Inc. | 0.23% | 6,145 | $1.3M | Reduce -0.2% |
| MRSH Marsh & McLennan Cos | 0.23% | 5,174 | $1.3M | Add +8.9% |
| UNP Union Pacific Corp. | 0.22% | 5,145 | $1.2M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.18% | 6,683 | $1.0M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.18% | 5,802 | $989K | No change |
| KO The Coca-Cola Co. | 0.17% | 13,229 | $954K | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.17% | 10,142 | $919K | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.16% | 3,849 | $898K | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.15% | 1,604 | $840K | Reduce -8.2% |
| AMZN Amazon.com Inc. | 0.15% | 4,378 | $833K | No change |
| IWF iShares Russell 1000 Growth | 0.15% | 2,278 | $823K | No change |
| TYL Tyler Technologies Inc. | 0.14% | 1,361 | $791K | No change |
| GOOGL Alphabet Inc. Class A | 0.14% | 5,097 | $788K | Add +10.7% |
| ITW Illinois Tool Works | 0.14% | 3,158 | $788K | No change |
| AMD Advanced Micro Devices | 0.14% | 7,668 | $788K | No change |
| GLD SPDR Gold Shares | 0.14% | 2,716 | $783K | Add +27.6% |
| XOM Exxon Mobil Corp. | 0.14% | 6,557 | $780K | Reduce -0.7% |
| PM Philip Morris International | 0.13% | 4,436 | $710K | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 4,034 | $697K | Add +10.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 1,391 | $653K | No change |
| PBHC Pathfinder Bancorp Inc. | 0.11% | 38,429 | $632K | No change |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,067 | $600K | No change |
| MCD McDonald's Corp. | 0.10% | 1,719 | $537K | Add +56.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.10% | 10,555 | $535K | New |
| FICO Fair Isaac Corp. | 0.09% | 269 | $496K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 2,476 | $480K | No change |
| LMT Lockheed Martin Corp. | 0.08% | 1,027 | $459K | Reduce -2.2% |
| MMM 3M Co. | 0.08% | 2,951 | $433K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 736 | $424K | No change |
| VGT Vanguard Info Tech ETF | 0.07% | 768 | $417K | Reduce -2.5% |
| CI The Cigna Group | 0.07% | 1,261 | $415K | Reduce -0.5% |
| HD Home Depot Inc. | 0.07% | 1,097 | $402K | Reduce -3.4% |
| IWD iShares Russell 1000 Value E | 0.07% | 1,965 | $370K | No change |
| RYN Rayonier Inc. | 0.07% | 13,183 | $368K | Add +4.5% |
| HON Honeywell International Inc. | 0.06% | 1,663 | $352K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| EME Emcor Group Inc. | Reduce -19.3% | 2.66% | −1.40 |
| TXN Texas Instruments Inc. | Reduce -49.7% | 0.69% | −0.74 |
| MSFT Microsoft Corp. | Reduce -0.4% | 3.72% | −0.49 |
| WMT Walmart Inc. | Reduce -28.0% | 1.05% | −0.46 |
| ADBE Adobe Inc. | Reduce -0.3% | 1.38% | −0.23 |
| ACN Accenture PLC Class A | Reduce -0.2% | 1.49% | −0.20 |
| DHR Danaher Corp. | Reduce -0.3% | 1.54% | −0.19 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.09 |
| COO The Cooper Cos Inc. | Reduce -0.3% | 0.78% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.74% | −0.05 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.04 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.04 |
| XTN SS SPDR S&P Transport ETF | Sold out | 0.00% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 0.26% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -2.5% | 0.07% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.16% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -2.2% | 0.08% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -8.2% | 0.15% | −0.01 |
| HD Home Depot Inc. | Reduce -3.4% | 0.07% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.4% | 0.18% | −0.01 |
| XLK SS Technology Select Sector | Reduce -2.7% | 0.03% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -39.7% | 0.00% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.00 |
| VCR Vanguard Consumer Discre ETF | Sold out | 0.00% | −0.00 |
| XSD SS SPDR S&P Semiconductor | Sold out | 0.00% | −0.00 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -17.7% | 0.00% | −0.00 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.00 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -6.0% | 0.03% | −0.00 |
| SYK Stryker Corp. | Reduce -0.5% | 0.05% | +0.00 |
| SO The Southern Co. | Reduce -0.2% | 0.05% | +0.00 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.22% | +0.01 |
| TJX TJX Companies Inc. | Reduce -0.0% | 2.38% | +0.01 |
| CI The Cigna Group | Reduce -0.5% | 0.07% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.14% | +0.01 |
| KO The Coca-Cola Co. | Reduce -1.1% | 0.17% | +0.02 |
| EOG EOG Resources Inc. | Reduce -0.0% | 0.67% | +0.03 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.23% | +0.03 |
| UL Unilever PLC | Reduce -0.5% | 1.17% | +0.05 |
| FFIV F5 Inc. | Reduce -0.4% | 1.51% | +0.07 |
| ADP Automatic Data Processing | Reduce -0.4% | 2.31% | +0.08 |
| PAYX Paychex Inc. | Reduce 0.0% | 0.92% | +0.08 |
| CHD Church & Dwight Co. Inc. | Reduce -0.1% | 2.24% | +0.10 |
| ROP Roper Technologies Inc. | Reduce -0.2% | 1.23% | +0.14 |
| WM Waste Management Inc. | Reduce -0.1% | 1.60% | +0.20 |
| AMGN Amgen Inc. | Reduce -0.6% | 1.96% | +0.31 |
Portfolio Buys Q4 2024 → Q1 2025
| MDT Medtronic PLC | New | 0.78% | +0.78 |
| NICE Nice Ltd. - Spon ADR | Add +96.9% | 1.65% | +0.72 |
| IAU iShares Gold Trust | Add +26.7% | 1.75% | +0.59 |
| VZ Verizon Communications Inc. | Add +100.9% | 1.03% | +0.58 |
| RTX RTX Corp. | Add +0.1% | 2.88% | +0.36 |
| DE Deere & Co. | Add +0.0% | 2.12% | +0.20 |
| JNJ Johnson & Johnson | Add +0.6% | 1.27% | +0.17 |
| V Visa Inc. Class A | Add +0.6% | 1.62% | +0.16 |
| IBM Intl Business Machines Corp. | Add +1.0% | 1.23% | +0.15 |
| RELX Relx PLC - Spon ADR | Add +0.2% | 1.44% | +0.14 |
| HSY The Hershey Co. | Add +19.0% | 0.64% | +0.11 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.10% | +0.10 |
| PFE Pfizer Inc. | Add +18.5% | 0.80% | +0.09 |
| WTRG Essential Utilities Inc. | Add +1.9% | 0.95% | +0.09 |
| WSO Watsco Inc. | Add +0.3% | 1.21% | +0.08 |
| BR Broadridge Financial Solutio | Add +0.3% | 1.02% | +0.07 |
| CSCO Cisco Systems Inc. | Add +0.6% | 1.22% | +0.05 |
| GLD SPDR Gold Shares | Add +27.6% | 0.14% | +0.05 |
| LLY Eli Lilly & Co. | Add +0.0% | 0.75% | +0.05 |
| MRSH Marsh & McLennan Cos | Add +8.9% | 0.23% | +0.05 |
| ORLY O'reilly Automotive Inc. | New | 0.04% | +0.04 |
| MCD McDonald's Corp. | Add +56.4% | 0.10% | +0.04 |
| MCK McKesson Corp. | New | 0.04% | +0.04 |
| ABT Abbott Laboratories | Add +0.0% | 0.24% | +0.03 |
| PM Philip Morris International | Add +2.7% | 0.13% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 1.32% | +0.03 |
| RIO Rio Tinto PLC-Spon ADR | Add +0.4% | 0.50% | +0.03 |
| CL Colgate-Palmolive Co. | Add +0.1% | 0.86% | +0.02 |
| BDX Becton Dickinson and Co. | Add +0.9% | 1.31% | +0.02 |
| JGRW Jensen Quality Growth ETF | Add +10.6% | 0.23% | +0.02 |
| GPC Genuine Parts Co. | Add +0.7% | 0.76% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.4% | 0.13% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +12.0% | 0.05% | +0.01 |
| DUK Duke Energy Corp. | Add +2.0% | 0.06% | +0.01 |
| CVX Chevron Corp. | Add +2.7% | 0.04% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +26.2% | 0.05% | +0.01 |
| XLF SS Financial Select Sector | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +7.4% | 0.05% | +0.01 |
| SCHG Schwab US Large-Cap Growth | New | 0.00% | +0.00 |
| RYN Rayonier Inc. | Add +4.5% | 0.07% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +158.3% | 0.00% | +0.00 |
| GD General Dynamics Corp. | Add +0.5% | 0.06% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +113.9% | 0.00% | +0.00 |
| IWO iShares Russell 2000 Growth | New | 0.00% | +0.00 |
| SCHV Schwab US Large-Cap Value | New | 0.00% | +0.00 |
| BAC Bank of America Corp. | Add +3.3% | 0.04% | −0.00 |
| MGRC McGrath Rentcorp | Add +0.3% | 1.09% | −0.00 |
| NEE Nextera Energy Inc. | Add +1.1% | 1.32% | −0.00 |
| EMR Emerson Electric Co. | Add +1.0% | 0.05% | −0.01 |
Options Activity Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 20,500 | $12.0Mbefore exit |
| INFL Horizon Kinetics Infl Benef | call | Sold out | 6,000 | $228Kbefore exit |
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 |