Hamilton Point Investment Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Hamilton Point Investment Advisors, LLC reported 160 stock positions worth $607.3 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 8.3% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 6.3%) and Microsoft (MSFT, 4.4%). Compared with Q1 2025, it opened 9 new positions, sold out of 4, added to 15 and reduced 74. The biggest buy was a new position in Vanguard Total Intl Bond ETF (BNDX) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
CHAPEL HILL, NC
CIK
0001599746
Portfolio Value
$607.3M (Q2 2025)
SEC Filing
0001398344-25-013863 ↗ filed Jul 28, 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 Q1 2025 Q2 2025: $607.3M $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 160 stocks · $607.3M
BRK.A Berkshire Hathaway Inc. Class A 8.28% 69 $50.3M No change
BNDX Vanguard Total Intl Bond ETF 6.34% 777,344 $38.5M New
MSFT Microsoft Corp. 4.36% 53,209 $26.5M Reduce -3.5%
EME Emcor Group Inc. 3.40% 38,621 $20.7M Reduce -3.7%
AAPL Apple Inc. 3.38% 100,164 $20.6M Reduce -3.9%
AXP American Express Co. 3.31% 62,950 $20.1M Reduce -4.4%
RTX RTX Corp. 2.80% 116,590 $17.0M Reduce -3.4%
GOOG Alphabet Inc. Class C 2.53% 86,549 $15.4M Reduce -3.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.16% 106,231 $13.1M Reduce -2.4%
DE Deere & Co. 2.06% 24,485 $12.5M Reduce -2.2%
ADP Automatic Data Processing 2.02% 39,635 $12.3M Reduce -5.2%
IAU iShares Gold Trust 2.02% 196,770 $12.3M Add +19.0%
AVUV Avantis US Small Cap Value 1.99% 132,483 $12.1M Add +23.8%
ETN Eaton Corp. PLC 1.73% 29,419 $10.5M Reduce -1.4%
CHD Church & Dwight Co. Inc. 1.71% 108,333 $10.4M Reduce -4.3%
NICE Nice Ltd. - Spon ADR 1.59% 57,215 $9.7M Reduce -3.6%
AMGN Amgen Inc. 1.55% 33,784 $9.4M Reduce -3.5%
V Visa Inc. Class A 1.43% 24,486 $8.7M Reduce -5.0%
FFIV F5 Inc. 1.42% 29,328 $8.6M Reduce -7.1%
RELX Relx PLC - Spon ADR 1.38% 153,950 $8.4M Reduce -3.1%
JPM JPMorgan Chase & Co. 1.38% 28,818 $8.4M Reduce -3.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.32% 27,185 $8.0M Reduce -1.4%
HUBB Hubbell Inc. 1.30% 19,353 $7.9M Reduce -4.5%
DHR Danaher Corp. 1.26% 38,698 $7.7M Reduce -7.2%
ACN Accenture PLC Class A 1.23% 24,994 $7.5M Reduce -6.0%
CSCO Cisco Systems Inc. 1.20% 104,941 $7.3M Reduce -4.6%
ADBE Adobe Inc. 1.18% 18,486 $7.2M Reduce -7.6%
NEE Nextera Energy Inc. 1.16% 101,521 $7.0M Reduce -2.1%
MAIN Main Street Capital Corp. 1.12% 114,614 $6.8M Reduce -3.2%
LFUS Littelfuse Inc. 1.10% 29,405 $6.7M Reduce -7.1%
WMT Walmart Inc. 1.06% 65,729 $6.4M Reduce -1.4%
UL Unilever PLC 1.04% 103,082 $6.3M Reduce -5.8%
ROP Roper Technologies Inc. 1.03% 11,013 $6.2M Reduce -5.0%
WSM Williams-Sonoma Inc. 1.03% 38,189 $6.2M Reduce -34.2%
JNJ Johnson & Johnson 1.01% 40,246 $6.1M Reduce -5.8%
MGRC McGrath Rentcorp 0.98% 51,508 $6.0M Reduce -5.2%
CMI Cummins Inc. 0.96% 17,883 $5.9M Reduce -4.5%
DELL Dell Technologies -C 0.95% 47,143 $5.8M Add +1805.5%
WSO Watsco Inc. 0.95% 13,020 $5.7M Reduce -2.0%
BR Broadridge Financial Solutio 0.91% 22,707 $5.5M Reduce -2.5%
WM Waste Management Inc. 0.90% 23,799 $5.4M Reduce -37.9%
VZ Verizon Communications Inc. 0.88% 124,050 $5.4M Reduce -1.6%
BDX Becton Dickinson and Co. 0.86% 30,495 $5.3M Reduce -4.5%
NVDA Nvidia Corp. 0.83% 31,955 $5.0M Reduce -6.4%
WTRG Essential Utilities Inc. 0.80% 131,025 $4.9M Reduce -2.0%
PAYX Paychex Inc. 0.76% 31,552 $4.6M Reduce -5.3%
BIPC Brookfield Infrastructure-A 0.75% 109,400 $4.6M Reduce -1.4%
CL Colgate-Palmolive Co. 0.73% 48,629 $4.4M Reduce -4.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.73% 7,109 $4.4M Reduce -2.5%
TXN Texas Instruments Inc. 0.71% 20,878 $4.3M Reduce -2.1%
PFE Pfizer Inc. 0.69% 172,318 $4.2M Reduce -1.9%
MDT Medtronic PLC 0.69% 47,375 $4.2M Reduce -1.3%
GPC Genuine Parts Co. 0.68% 33,546 $4.1M Reduce -4.1%
POOL Pool Corp. 0.67% 13,883 $4.0M Reduce -4.4%
LLY Eli Lilly & Co. 0.65% 5,061 $3.9M Reduce -0.4%
EXP Eagle Materials Inc. 0.63% 18,779 $3.8M Reduce -3.8%
NKE Nike Inc. Class B 0.61% 52,094 $3.7M Reduce -6.6%
VITL Vital Farms Inc. 0.59% 92,934 $3.6M New
COO The Cooper Cos Inc. 0.57% 48,685 $3.5M Reduce -5.6%
HSY The Hershey Co. 0.56% 20,580 $3.4M Reduce -1.2%
EOG EOG Resources Inc. 0.56% 28,338 $3.4M Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 0.43% 5,405 $2.6M Add +0.2%
RIO Rio Tinto PLC-Spon ADR 0.40% 42,024 $2.5M Reduce -5.3%
SPGI S&P Global Inc. 0.33% 3,808 $2.0M No change
VOO Vanguard S&P 500 ETF 0.27% 2,835 $1.6M Reduce -0.7%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.24% 1,376 $1.4M No change
JGRW Jensen Quality Growth ETF 0.22% 50,394 $1.3M Reduce -1.3%
ABT Abbott Laboratories 0.22% 9,761 $1.3M Reduce -1.0%
UNP Union Pacific Corp. 0.19% 5,145 $1.2M No change
ABBV Abbvie Inc. 0.19% 6,133 $1.1M Reduce -0.2%
MRSH Marsh & McLennan Cos 0.18% 5,079 $1.1M Reduce -1.8%
IWF iShares Russell 1000 Growth 0.16% 2,284 $970K Add +0.3%
AMZN Amazon.com Inc. 0.16% 4,397 $965K Add +0.4%
AMD Advanced Micro Devices 0.16% 6,668 $946K Reduce -13.0%
KO The Coca-Cola Co. 0.15% 13,180 $939K Reduce -0.4%
PG The Procter & Gamble Co. 0.15% 5,802 $924K No change
PEP Pepsico Inc. 0.14% 6,583 $869K Reduce -1.5%
LOW Lowe's Cos Inc. 0.14% 3,849 $854K No change
GOOGL Alphabet Inc. Class A 0.14% 4,794 $845K Reduce -5.9%
GLD SPDR Gold Shares 0.14% 2,724 $830K Add +0.3%
MRK Merck & Co. Inc. 0.13% 10,150 $812K Add +0.1%
PM Philip Morris International 0.13% 4,415 $810K Reduce -0.5%
TYL Tyler Technologies Inc. 0.13% 1,361 $807K No change
ITW Illinois Tool Works 0.13% 3,158 $786K No change
QQQ Invesco QQQ Trust Series 1 0.13% 1,391 $768K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 4,034 $717K No change
XOM Exxon Mobil Corp. 0.12% 6,620 $714K Add +1.0%
IVV iShares Core S&P 500 ETF 0.11% 1,067 $663K No change
PBHC Pathfinder Bancorp Inc. 0.10% 38,429 $590K No change
META Meta Platforms Inc. Class A 0.09% 736 $544K No change
UNH Unitedhealth Group Inc. 0.09% 1,671 $521K Add +4.2%
AVGO Broadcom Inc. 0.09% 1,883 $519K No change
VGT Vanguard Info Tech ETF 0.08% 768 $509K No change
VIG Vanguard Dividend Apprec ETF 0.08% 2,476 $509K No change
MCD McDonald's Corp. 0.08% 1,719 $502K No change
FICO Fair Isaac Corp. 0.08% 269 $492K No change
LMT Lockheed Martin Corp. 0.08% 1,027 $476K No change
MCHP Microchip Technology Inc. 0.08% 6,694 $471K Reduce -5.6%
MMM 3M Co. 0.07% 2,951 $449K No change
CI The Cigna Group 0.07% 1,261 $417K No change
HD Home Depot Inc. 0.07% 1,091 $400K Reduce -0.6%
HON Honeywell International Inc. 0.06% 1,667 $388K Add +0.2%
IWD iShares Russell 1000 Value E 0.06% 1,973 $383K Add +0.4%
EMR Emerson Electric Co. 0.06% 2,765 $369K Add +0.3%
GD General Dynamics Corp. 0.06% 1,186 $346K No change
STX Seagate Technology Holdings 0.05% 2,250 $326K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.05% 4,480 $323K No change
ASML ASML Holding NV-NY Reg SHS 0.05% 401 $322K Reduce -3.1%
SYK Stryker Corp. 0.05% 798 $316K Reduce -0.6%
COF Capital One Financial Corp. 0.05% 1,478 $314K No change
DUK Duke Energy Corp. 0.05% 2,582 $305K Add +1.2%
VEA Vanguard Ftse Developed ETF 0.05% 5,318 $303K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 688 $302K No change
RYN Rayonier Inc. 0.05% 13,180 $292K Reduce -0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 5,988 $283K No change
MA Mastercard Inc. Class A 0.05% 488 $274K Reduce -1.0%
SO The Southern Co. 0.04% 2,878 $264K No change
CRWD CrowdStrike Holdings Inc. Class A 0.04% 469 $239K New
IP International Paper Co. 0.04% 5,043 $236K No change
MCK McKesson Corp. 0.04% 314 $230K Add +4.3%
ORLY O'reilly Automotive Inc. 0.04% 2,520 $227K No change
ORCL Oracle Corp. 0.04% 1,027 $225K New
XLK SS Technology Select Sector 0.04% 866 $219K No change
NFLX Netflix Inc. 0.03% 156 $209K New
COST Costco Wholesale Corp. 0.03% 211 $208K New
CVX Chevron Corp. 0.03% 1,446 $207K Reduce -2.2%
MKL Markel Group Inc. 0.03% 102 $204K New
AVXL Anavex Life Sciences Corp. 0.03% 20,300 $187K No change
XLV SS Health Care Select Sector 0.03% 1,128 $152K No change
IWR iShares Russell Mid-Cap ETF 0.02% 1,555 $143K Reduce -7.0%
SCHB Schwab US Broad Market ETF 0.02% 5,601 $133K No change
IWS iShares Russell Mid-Cap Valu 0.02% 814 $108K No change
EFA iShares MSCI Eafe ETF 0.01% 1,022 $91K No change
XLY SS Consumer Disc Select Sect 0.01% 377 $82K No change
SCHF Schwab Intl Equity ETF 0.01% 3,348 $74K No change
IWM iShares Russell 2000 ETF 0.01% 323 $70K No change
IYW iShares Ustechnology ETF 0.01% 386 $67K No change
IWP iShares Russell Mid-Cap Grow 0.01% 472 $65K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 167 $51K No change
SOXX iShares Semiconductor ETF 0.01% 213 $51K No change
XLI SS Industrial Select Sector 0.01% 333 $49K No change
XLE SS Energy Select Sector 0.01% 446 $38K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 725 $29K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 835 $28K No change
SCHA Schwab US Small-Cap ETF 0.00% 1,064 $27K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 124 $24K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 840 $24K No change
SCHX Schwab US Large-Cap ETF 0.00% 894 $22K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 77 $21K No change
SCHG Schwab US Large-Cap Growth 0.00% 712 $21K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 387 $16K No change
ICF iShares Select U.S. REIT ETF 0.00% 220 $13K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 345 $10K No change
SCHC Schwab Intl Small-Cap Equity 0.00% 214 $9K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 348 $9K No change
SCHH Schwab US REIT ETF 0.00% 184 $4K No change
IWO iShares Russell 2000 Growth 0.00% 13 $4K No change
VB Vanguard Most SM-Cap ETF-Usd 0.00% 12 $3K No change
MTBA Simplify MBS ETF 0.00% 53 $3K New
SCHV Schwab US Large-Cap Value 0.00% 60 $2K No change

Options reported separately and not counted above: TUA calls ($242K).

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -3.9% 3.38% −0.78
WM Waste Management Inc. Reduce -37.9% 0.90% −0.70
WSM Williams-Sonoma Inc. Reduce -34.2% 1.03% −0.62
CHD Church & Dwight Co. Inc. Reduce -4.3% 1.71% −0.53
BDX Becton Dickinson and Co. Reduce -4.5% 0.86% −0.45
AMGN Amgen Inc. Reduce -3.5% 1.55% −0.41
ADP Automatic Data Processing Reduce -5.2% 2.02% −0.29
DHR Danaher Corp. Reduce -7.2% 1.26% −0.28
WSO Watsco Inc. Reduce -2.0% 0.95% −0.27
JNJ Johnson & Johnson Reduce -5.8% 1.01% −0.26
ACN Accenture PLC Class A Reduce -6.0% 1.23% −0.26
TJX TJX Companies Inc. Reduce -2.4% 2.16% −0.22
COO The Cooper Cos Inc. Reduce -5.6% 0.57% −0.21
ADBE Adobe Inc. Reduce -7.6% 1.18% −0.20
ROP Roper Technologies Inc. Reduce -5.0% 1.03% −0.20
V Visa Inc. Class A Reduce -5.0% 1.43% −0.19
PAYX Paychex Inc. Reduce -5.3% 0.76% −0.17
POOL Pool Corp. Reduce -4.4% 0.67% −0.17
NEE Nextera Energy Inc. Reduce -2.1% 1.16% −0.16
EXP Eagle Materials Inc. Reduce -3.8% 0.63% −0.15
WTRG Essential Utilities Inc. Reduce -2.0% 0.80% −0.15
VZ Verizon Communications Inc. Reduce -1.6% 0.88% −0.14
UL Unilever PLC Reduce -5.8% 1.04% −0.13
CL Colgate-Palmolive Co. Reduce -4.4% 0.73% −0.13
EOG EOG Resources Inc. Reduce -2.9% 0.56% −0.11
PFE Pfizer Inc. Reduce -1.9% 0.69% −0.11
BR Broadridge Financial Solutio Reduce -2.5% 0.91% −0.11
LLY Eli Lilly & Co. Reduce -0.4% 0.65% −0.10
MGRC McGrath Rentcorp Reduce -5.2% 0.98% −0.10
JAAA Janus Henderson Aaa Clo ETF Sold out 0.00% −0.10
MDT Medtronic PLC Reduce -1.3% 0.69% −0.10
RIO Rio Tinto PLC-Spon ADR Reduce -5.3% 0.40% −0.09
FFIV F5 Inc. Reduce -7.1% 1.42% −0.09
CMI Cummins Inc. Reduce -4.5% 0.96% −0.09
MAIN Main Street Capital Corp. Reduce -3.2% 1.12% −0.09
GPC Genuine Parts Co. Reduce -4.1% 0.68% −0.08
HSY The Hershey Co. Reduce -1.2% 0.56% −0.08
RTX RTX Corp. Reduce -3.4% 2.80% −0.07
DE Deere & Co. Reduce -2.2% 2.06% −0.06
RELX Relx PLC - Spon ADR Reduce -3.1% 1.38% −0.06
NICE Nice Ltd. - Spon ADR Reduce -3.6% 1.59% −0.06
MRSH Marsh & McLennan Cos Reduce -1.8% 0.18% −0.04
ABBV Abbvie Inc. Reduce -0.2% 0.19% −0.04
OKE Oneok Inc. Sold out 0.00% −0.04
CPRT Copart Inc. Sold out 0.00% −0.04
PEP Pepsico Inc. Reduce -1.5% 0.14% −0.04
NKE Nike Inc. Class B Reduce -6.6% 0.61% −0.03
CSCO Cisco Systems Inc. Reduce -4.6% 1.20% −0.02
LFUS Littelfuse Inc. Reduce -7.1% 1.10% −0.02
RYN Rayonier Inc. Reduce -0.0% 0.05% −0.02

Portfolio Buys Q1 2025 → Q2 2025
BNDX Vanguard Total Intl Bond ETF New 6.34% +6.34
DELL Dell Technologies -C Add +1805.5% 0.95% +0.91
VITL Vital Farms Inc. New 0.59% +0.59
AVUV Avantis US Small Cap Value Add +23.8% 1.99% +0.31
IAU iShares Gold Trust Add +19.0% 2.02% +0.27
STX Seagate Technology Holdings New 0.05% +0.05
CRWD CrowdStrike Holdings Inc. Class A New 0.04% +0.04
ORCL Oracle Corp. New 0.04% +0.04
NFLX Netflix Inc. New 0.03% +0.03
COST Costco Wholesale Corp. New 0.03% +0.03
MKL Markel Group Inc. New 0.03% +0.03
IWF iShares Russell 1000 Growth Add +0.3% 0.16% +0.01
AMZN Amazon.com Inc. Add +0.4% 0.16% +0.01
EMR Emerson Electric Co. Add +0.3% 0.06% +0.01
MCK McKesson Corp. Add +4.3% 0.04% +0.00
HON Honeywell International Inc. Add +0.2% 0.06% +0.00
MTBA Simplify MBS ETF New 0.00% +0.00
IWD iShares Russell 1000 Value E Add +0.4% 0.06% −0.00
GLD SPDR Gold Shares Add +0.3% 0.14% −0.00
DUK Duke Energy Corp. Add +1.2% 0.05% −0.01
XOM Exxon Mobil Corp. Add +1.0% 0.12% −0.02
MRK Merck & Co. Inc. Add +0.1% 0.13% −0.03
UNH Unitedhealth Group Inc. Add +4.2% 0.09% −0.07
BRK.B Berkshire Hathaway Inc. Class B Add +0.2% 0.43% −0.08

Options Activity Q1 2025 → Q2 2025
TUA Sim St Treas Fut Strat ETF call New 11,000 $242K

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