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

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 Q4 2024 Q1 2025: $556.1M $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 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
MCHP Microchip Technology Inc. 0.06% 7,094 $343K No change
GD General Dynamics Corp. 0.06% 1,186 $323K Add +0.5%
AVGO Broadcom Inc. 0.06% 1,883 $315K Add +3.3%
DUK Duke Energy Corp. 0.06% 2,551 $311K Add +2.0%
EMR Emerson Electric Co. 0.05% 2,756 $302K Add +1.0%
SYK Stryker Corp. 0.05% 803 $300K Reduce -0.5%
ASML ASML Holding NV-NY Reg SHS 0.05% 414 $275K No change
VEA Vanguard Ftse Developed ETF 0.05% 5,318 $270K Add +12.0%
MA Mastercard Inc. Class A 0.05% 493 $270K Add +7.4%
IP International Paper Co. 0.05% 5,043 $269K No change
COF Capital One Financial Corp. 0.05% 1,478 $265K No change
SO The Southern Co. 0.05% 2,878 $265K Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 688 $255K Add +26.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 5,988 $250K Add +3.3%
CVX Chevron Corp. 0.04% 1,478 $247K Add +2.7%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.04% 4,480 $245K No change
ORLY O'reilly Automotive Inc. 0.04% 168 $241K New
OKE Oneok Inc. 0.04% 2,333 $231K No change
DELL Dell Technologies -C 0.04% 2,474 $226K No change
CPRT Copart Inc. 0.04% 3,652 $207K No change
MCK McKesson Corp. 0.04% 301 $203K New
XLK SS Technology Select Sector 0.03% 866 $179K Reduce -2.7%
AVXL Anavex Life Sciences Corp. 0.03% 20,300 $174K No change
XLV SS Health Care Select Sector 0.03% 1,128 $165K Reduce -6.0%
IWR iShares Russell Mid-Cap ETF 0.03% 1,672 $142K No change
SCHB Schwab US Broad Market ETF 0.02% 5,601 $121K No change
IWS iShares Russell Mid-Cap Valu 0.02% 814 $103K No change
EFA iShares MSCI Eafe ETF 0.01% 1,022 $84K No change
XLY SS Consumer Disc Select Sect 0.01% 377 $74K No change
SCHF Schwab Intl Equity ETF 0.01% 3,348 $66K No change
IWM iShares Russell 2000 ETF 0.01% 323 $64K No change
IWP iShares Russell Mid-Cap Grow 0.01% 472 $55K No change
IYW iShares Ustechnology ETF 0.01% 386 $54K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 167 $46K New
XLI SS Industrial Select Sector 0.01% 333 $44K No change
XLE SS Energy Select Sector 0.01% 446 $42K No change
SOXX iShares Semiconductor ETF 0.01% 213 $40K No change
XLF SS Financial Select Sector 0.01% 571 $28K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 725 $26K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 835 $26K No change
SCHA Schwab US Small-Cap ETF 0.00% 1,064 $25K Reduce -17.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 124 $23K Add +158.3%
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 840 $23K No change
SCHX Schwab US Large-Cap ETF 0.00% 894 $20K Reduce -39.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 77 $19K Add +113.9%
SCHG Schwab US Large-Cap Growth 0.00% 712 $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 $14K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 345 $10K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 348 $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
IWO iShares Russell 2000 Growth 0.00% 13 $3K New
VB Vanguard Most SM-Cap ETF-Usd 0.00% 12 $3K No change
SCHV Schwab US Large-Cap Value 0.00% 60 $2K New

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

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