Hamilton Point Investment Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Hamilton Point Investment Advisors, LLC reported 162 stock positions worth $640.7 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 8.1% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 6.4%) and Microsoft (MSFT, 4.3%). Compared with Q2 2025, it opened 8 new positions, sold out of 6, added to 58 and reduced 32. The biggest buy was a new position in Salesforce (CRM) and the biggest sale an exit from Pool (POOL).

Most Recent 13F
Q2 2026
Location
CHAPEL HILL, NC
CIK
0001599746
Portfolio Value
$640.7M (Q3 2025)
SEC Filing
0001398344-25-019345 ↗ filed Oct 20, 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 Q2 2025 Q3 2025: $640.7M $640.7M Q3 2025 Q4 2025: $657.6M Q4 2025 Q1 2026: $649.0M Q1 2026 Q2 2026: $709.9M Q2 2026

Holdings 162 stocks · $640.7M
BRK.A Berkshire Hathaway Inc. Class A 8.12% 69 $52.0M No change
BNDX Vanguard Total Intl Bond ETF 6.40% 829,334 $41.0M Add +6.7%
MSFT Microsoft Corp. 4.29% 53,121 $27.5M Reduce -0.2%
AAPL Apple Inc. 3.97% 99,975 $25.5M Reduce -0.2%
EME Emcor Group Inc. 3.92% 38,660 $25.1M Add +0.1%
GOOG Alphabet Inc. Class C 3.28% 86,183 $21.0M Reduce -0.4%
AXP American Express Co. 3.27% 62,993 $20.9M Add +0.1%
RTX RTX Corp. 3.05% 116,589 $19.5M Reduce 0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.40% 106,344 $15.4M Add +0.1%
IAU iShares Gold Trust 2.27% 200,010 $14.6M Add +1.6%
AVUV Avantis US Small Cap Value 2.09% 134,804 $13.4M Add +1.8%
ADP Automatic Data Processing 1.82% 39,536 $11.7M Reduce -0.3%
DE Deere & Co. 1.75% 24,440 $11.2M Reduce -0.2%
ETN Eaton Corp. PLC 1.72% 29,528 $11.1M Add +0.4%
AMGN Amgen Inc. 1.49% 33,790 $9.5M Add +0.0%
CHD Church & Dwight Co. Inc. 1.48% 107,875 $9.5M Reduce -0.4%
FFIV F5 Inc. 1.47% 29,231 $9.4M Reduce -0.3%
JPM JPMorgan Chase & Co. 1.42% 28,864 $9.1M Add +0.2%
HUBB Hubbell Inc. 1.30% 19,417 $8.4M Add +0.3%
V Visa Inc. Class A 1.30% 24,465 $8.4M Reduce -0.1%
NICE Nice Ltd. - Spon ADR 1.29% 57,170 $8.3M Reduce -0.1%
CRM Salesforce Inc. 1.24% 33,390 $7.9M New
NEE Nextera Energy Inc. 1.20% 102,037 $7.7M Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.20% 27,225 $7.7M Add +0.1%
DHR Danaher Corp. 1.20% 38,676 $7.7M Reduce -0.1%
LFUS Littelfuse Inc. 1.19% 29,366 $7.6M Reduce -0.1%
CMI Cummins Inc. 1.18% 17,917 $7.6M Add +0.2%
RELX Relx PLC - Spon ADR 1.17% 156,850 $7.5M Add +1.9%
JNJ Johnson & Johnson 1.17% 40,316 $7.5M Add +0.2%
WSM Williams-Sonoma Inc. 1.16% 38,103 $7.4M Reduce -0.2%
MAIN Main Street Capital Corp. 1.14% 114,975 $7.3M Add +0.3%
CSCO Cisco Systems Inc. 1.12% 104,940 $7.2M Reduce 0.0%
WMT Walmart Inc. 1.06% 65,689 $6.8M Reduce -0.1%
DELL Dell Technologies -C 1.05% 47,633 $6.8M Add +1.0%
ADBE Adobe Inc. 1.02% 18,445 $6.5M Reduce -0.2%
UL Unilever PLC 0.97% 104,620 $6.2M Add +1.5%
ACN Accenture PLC Class A 0.95% 24,812 $6.1M Reduce -0.7%
MGRC McGrath Rentcorp 0.95% 51,639 $6.1M Add +0.3%
NVDA Nvidia Corp. 0.93% 31,917 $6.0M Reduce -0.1%
BDX Becton Dickinson and Co. 0.89% 30,450 $5.7M Reduce -0.1%
VZ Verizon Communications Inc. 0.86% 125,249 $5.5M Add +1.0%
ROP Roper Technologies Inc. 0.86% 10,993 $5.5M Reduce -0.2%
BR Broadridge Financial Solutio 0.85% 22,775 $5.4M Add +0.3%
WSO Watsco Inc. 0.82% 13,071 $5.3M Add +0.4%
WM Waste Management Inc. 0.82% 23,893 $5.3M Add +0.4%
WTRG Essential Utilities Inc. 0.82% 131,824 $5.3M Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.74% 7,109 $4.7M No change
GPC Genuine Parts Co. 0.73% 33,707 $4.7M Add +0.5%
BIPC Brookfield Infrastructure-A 0.73% 113,343 $4.7M Add +3.6%
MDT Medtronic PLC 0.72% 47,823 $4.6M Add +0.9%
PFE Pfizer Inc. 0.69% 173,381 $4.4M Add +0.6%
EXP Eagle Materials Inc. 0.68% 18,700 $4.4M Reduce -0.4%
PAYX Paychex Inc. 0.63% 31,629 $4.0M Add +0.2%
CL Colgate-Palmolive Co. 0.61% 48,683 $3.9M Add +0.1%
HSY The Hershey Co. 0.61% 20,727 $3.9M Add +0.7%
LLY Eli Lilly & Co. 0.60% 5,015 $3.8M Reduce -0.9%
TXN Texas Instruments Inc. 0.60% 20,755 $3.8M Reduce -0.6%
NKE Nike Inc. Class B 0.57% 52,173 $3.7M Add +0.1%
EOG EOG Resources Inc. 0.50% 28,563 $3.2M Add +0.8%
RIO Rio Tinto PLC-Spon ADR 0.43% 42,206 $2.8M Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.41% 5,235 $2.6M Reduce -3.1%
SPGI S&P Global Inc. 0.29% 3,808 $1.9M No change
VOO Vanguard S&P 500 ETF 0.27% 2,845 $1.7M Add +0.3%
ABBV Abbvie Inc. 0.22% 6,134 $1.4M Add +0.0%
JGRW Jensen Quality Growth ETF 0.21% 49,524 $1.4M Reduce -1.7%
ABT Abbott Laboratories 0.21% 9,813 $1.3M Add +0.5%
UNP Union Pacific Corp. 0.19% 5,145 $1.2M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.19% 1,276 $1.2M Reduce -7.3%
GOOGL Alphabet Inc. Class A 0.18% 4,845 $1.2M Add +1.1%
IWF iShares Russell 1000 Growth 0.17% 2,284 $1.1M No change
MRSH Marsh & McLennan Cos 0.16% 5,126 $1.0M Add +0.9%
GLD SPDR Gold Shares 0.16% 2,846 $1.0M Add +4.5%
AMD Advanced Micro Devices 0.16% 6,168 $998K Reduce -7.5%
AMZN Amazon.com Inc. 0.15% 4,439 $975K Add +1.0%
LOW Lowe's Cos Inc. 0.15% 3,849 $967K No change
PG The Procter & Gamble Co. 0.15% 6,078 $934K Add +4.8%
PEP Pepsico Inc. 0.14% 6,553 $920K Reduce -0.5%
KO The Coca-Cola Co. 0.14% 13,180 $881K No change
MRK Merck & Co. Inc. 0.13% 10,150 $860K No change
QQQ Invesco QQQ Trust Series 1 0.13% 1,391 $836K No change
ITW Illinois Tool Works 0.13% 3,158 $829K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 4,034 $756K No change
XOM Exxon Mobil Corp. 0.12% 6,620 $746K No change
IVV iShares Core S&P 500 ETF 0.11% 1,067 $714K No change
TYL Tyler Technologies Inc. 0.11% 1,361 $712K No change
SCHB Schwab US Broad Market ETF 0.10% 25,067 $644K Add +347.6%
AVGO Broadcom Inc. 0.10% 1,953 $644K Add +3.7%
PM Philip Morris International 0.10% 3,821 $620K Reduce -13.4%
PBHC Pathfinder Bancorp Inc. 0.09% 38,429 $602K No change
UNH Unitedhealth Group Inc. 0.09% 1,671 $577K No change
VGT Vanguard Info Tech ETF 0.09% 768 $573K No change
META Meta Platforms Inc. Class A 0.08% 738 $542K Add +0.3%
VIG Vanguard Dividend Apprec ETF 0.08% 2,476 $536K No change
STX Seagate Technology Holdings 0.08% 2,250 $533K No change
IWD iShares Russell 1000 Value E 0.08% 2,587 $527K Add +31.1%
MCD McDonald's Corp. 0.08% 1,719 $523K No change
LMT Lockheed Martin Corp. 0.08% 1,027 $513K No change
HD Home Depot Inc. 0.07% 1,110 $450K Add +1.7%
GD General Dynamics Corp. 0.06% 1,186 $404K No change
FICO Fair Isaac Corp. 0.06% 269 $403K No change
ASML ASML Holding NV-NY Reg SHS 0.06% 403 $390K Add +0.5%
MCHP Microchip Technology Inc. 0.06% 5,694 $366K Reduce -14.9%
MMM 3M Co. 0.06% 2,351 $365K Reduce -20.3%
CI The Cigna Group 0.06% 1,261 $363K No change
EMR Emerson Electric Co. 0.06% 2,765 $363K No change
HON Honeywell International Inc. 0.06% 1,704 $359K Add +2.2%
RYN Rayonier Inc. 0.05% 13,180 $350K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 688 $330K No change
DUK Duke Energy Corp. 0.05% 2,583 $320K Add +0.0%
VEA Vanguard Ftse Developed ETF 0.05% 5,318 $319K No change
COF Capital One Financial Corp. 0.05% 1,478 $314K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 5,988 $309K No change
ORCL Oracle Corp. 0.05% 1,095 $308K Add +6.6%
SYK Stryker Corp. 0.05% 817 $303K Add +2.4%
MA Mastercard Inc. Class A 0.04% 488 $278K No change
SO The Southern Co. 0.04% 2,879 $273K Add +0.0%
ORLY O'reilly Automotive Inc. 0.04% 2,520 $272K No change
LRCX Lam Research Corp. 0.04% 2,020 $271K New
CRWD CrowdStrike Holdings Inc. Class A 0.04% 506 $248K Add +7.9%
XLK SS Technology Select Sector 0.04% 866 $244K No change
MCK McKesson Corp. 0.04% 314 $243K No change
KLAC KLA Corp. 0.04% 220 $237K New
SCHF Schwab Intl Equity ETF 0.04% 10,072 $234K Add +200.8%
IP International Paper Co. 0.04% 5,043 $234K No change
INTC Intel Corp. 0.04% 6,808 $228K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.03% 4,481 $220K Add +0.0%
VTWO Vanguard Russell 2000 ETF 0.03% 2,190 $214K New
CVX Chevron Corp. 0.03% 1,355 $210K Reduce -6.3%
TSLA Tesla Inc. 0.03% 470 $209K New
COST Costco Wholesale Corp. 0.03% 221 $205K Add +4.7%
AVXL Anavex Life Sciences Corp. 0.03% 20,300 $181K No change
IWR iShares Russell Mid-Cap ETF 0.03% 1,759 $170K Add +13.1%
XLV SS Health Care Select Sector 0.02% 1,128 $157K No change
IWS iShares Russell Mid-Cap Valu 0.02% 814 $114K No change
EFA iShares MSCI Eafe ETF 0.01% 1,022 $95K No change
XLY SS Consumer Disc Select Sect 0.01% 377 $90K No change
IWM iShares Russell 2000 ETF 0.01% 323 $78K No change
IYW iShares Ustechnology ETF 0.01% 386 $76K No change
IWP iShares Russell Mid-Cap Grow 0.01% 472 $67K No change
SOXX iShares Semiconductor ETF 0.01% 213 $58K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 167 $55K No change
XLI SS Industrial Select Sector 0.01% 333 $51K No change
XLE SS Energy Select Sector 0.01% 446 $40K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 725 $31K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 835 $30K No change
SCHA Schwab US Small-Cap ETF 0.00% 1,064 $30K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 840 $26K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 124 $26K No change
SCHX Schwab US Large-Cap ETF 0.00% 894 $24K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 77 $23K No change
SCHG Schwab US Large-Cap Growth 0.00% 712 $23K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 387 $17K No change
LGVN Longeveron Inc. 0.00% 22,446 $17K New
ICF iShares Select U.S. REIT ETF 0.00% 220 $14K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 345 $12K No change
SCHC Schwab Intl Small-Cap Equity 0.00% 214 $10K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 348 $9K No change
IWO iShares Russell 2000 Growth 0.00% 13 $4K No change
SCHH Schwab US REIT ETF 0.00% 184 $4K No change
VB Vanguard Most SM-Cap ETF-Usd 0.00% 12 $3K No change
SCHV Schwab US Large-Cap Value 0.00% 60 $2K No change
IYR iShares US Real Estate ETF 0.00% 1 $63 New

Portfolio Sells Q2 2025 → Q3 2025
POOL Pool Corp. Sold out 0.00% −0.67
VITL Vital Farms Inc. Sold out 0.00% −0.59
COO The Cooper Cos Inc. Sold out 0.00% −0.57
DE Deere & Co. Reduce -0.2% 1.75% −0.31
NICE Nice Ltd. - Spon ADR Reduce -0.1% 1.29% −0.30
ACN Accenture PLC Class A Reduce -0.7% 0.95% −0.28
CHD Church & Dwight Co. Inc. Reduce -0.4% 1.48% −0.24
ADP Automatic Data Processing Reduce -0.3% 1.82% −0.20
ROP Roper Technologies Inc. Reduce -0.2% 0.86% −0.17
ADBE Adobe Inc. Reduce -0.2% 1.02% −0.16
V Visa Inc. Class A Reduce -0.1% 1.30% −0.13
TXN Texas Instruments Inc. Reduce -0.6% 0.60% −0.12
CSCO Cisco Systems Inc. Reduce 0.0% 1.12% −0.08
MSFT Microsoft Corp. Reduce -0.2% 4.29% −0.06
DHR Danaher Corp. Reduce -0.1% 1.20% −0.06
LLY Eli Lilly & Co. Reduce -0.9% 0.60% −0.05
GWW WW Grainger Inc. Reduce -7.3% 0.19% −0.05
PM Philip Morris International Reduce -13.4% 0.10% −0.04
NFLX Netflix Inc. Sold out 0.00% −0.03
MKL Markel Group Inc. Sold out 0.00% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.1% 0.41% −0.02
MCHP Microchip Technology Inc. Reduce -14.9% 0.06% −0.02
MMM 3M Co. Reduce -20.3% 0.06% −0.02
JGRW Jensen Quality Growth ETF Reduce -1.7% 0.21% −0.01
WMT Walmart Inc. Reduce -0.1% 1.06% −0.00
CVX Chevron Corp. Reduce -6.3% 0.03% −0.00
MTBA Simplify MBS ETF Sold out 0.00% −0.00
AMD Advanced Micro Devices Reduce -7.5% 0.16% 0.00
PEP Pepsico Inc. Reduce -0.5% 0.14% +0.00
BDX Becton Dickinson and Co. Reduce -0.1% 0.89% +0.02
FFIV F5 Inc. Reduce -0.3% 1.47% +0.05
EXP Eagle Materials Inc. Reduce -0.4% 0.68% +0.06
LFUS Littelfuse Inc. Reduce -0.1% 1.19% +0.09
NVDA Nvidia Corp. Reduce -0.1% 0.93% +0.10
WSM Williams-Sonoma Inc. Reduce -0.2% 1.16% +0.14
RTX RTX Corp. Reduce 0.0% 3.05% +0.24
AAPL Apple Inc. Reduce -0.2% 3.97% +0.59
GOOG Alphabet Inc. Class C Reduce -0.4% 3.28% +0.75

Portfolio Buys Q2 2025 → Q3 2025
CRM Salesforce Inc. New 1.24% +1.24
EME Emcor Group Inc. Add +0.1% 3.92% +0.52
IAU iShares Gold Trust Add +1.6% 2.27% +0.25
TJX TJX Companies Inc. Add +0.1% 2.40% +0.24
CMI Cummins Inc. Add +0.2% 1.18% +0.22
JNJ Johnson & Johnson Add +0.2% 1.17% +0.15
AVUV Avantis US Small Cap Value Add +1.8% 2.09% +0.11
DELL Dell Technologies -C Add +1.0% 1.05% +0.10
SCHB Schwab US Broad Market ETF Add +347.6% 0.10% +0.08
BNDX Vanguard Total Intl Bond ETF Add +6.7% 6.40% +0.07
GPC Genuine Parts Co. Add +0.5% 0.73% +0.06
JPM JPMorgan Chase & Co. Add +0.2% 1.42% +0.05
GOOGL Alphabet Inc. Class A Add +1.1% 0.18% +0.04
HSY The Hershey Co. Add +0.7% 0.61% +0.04
LRCX Lam Research Corp. New 0.04% +0.04
NEE Nextera Energy Inc. Add +0.5% 1.20% +0.04
KLAC KLA Corp. New 0.04% +0.04
INTC Intel Corp. New 0.04% +0.04
ABBV Abbvie Inc. Add +0.0% 0.22% +0.03
VTWO Vanguard Russell 2000 ETF New 0.03% +0.03
TSLA Tesla Inc. New 0.03% +0.03
RIO Rio Tinto PLC-Spon ADR Add +0.4% 0.43% +0.03
MDT Medtronic PLC Add +0.9% 0.72% +0.03
MAIN Main Street Capital Corp. Add +0.3% 1.14% +0.03
SCHF Schwab Intl Equity ETF Add +200.8% 0.04% +0.02
GLD SPDR Gold Shares Add +4.5% 0.16% +0.02
WTRG Essential Utilities Inc. Add +0.6% 0.82% +0.02
IWD iShares Russell 1000 Value E Add +31.1% 0.08% +0.02
AVGO Broadcom Inc. Add +3.7% 0.10% +0.02
ORCL Oracle Corp. Add +6.6% 0.05% +0.01
ASML ASML Holding NV-NY Reg SHS Add +0.5% 0.06% +0.01
VOO Vanguard S&P 500 ETF Add +0.3% 0.27% +0.01
HD Home Depot Inc. Add +1.7% 0.07% +0.00
IWR iShares Russell Mid-Cap ETF Add +13.1% 0.03% +0.00
HUBB Hubbell Inc. Add +0.3% 1.30% +0.00
LGVN Longeveron Inc. New 0.00% +0.00
PFE Pfizer Inc. Add +0.6% 0.69% +0.00
IYR iShares US Real Estate ETF New 0.00% 0.00
DUK Duke Energy Corp. Add +0.0% 0.05% −0.00
CRWD CrowdStrike Holdings Inc. Class A Add +7.9% 0.04% −0.00
SO The Southern Co. Add +0.0% 0.04% −0.00
COST Costco Wholesale Corp. Add +4.7% 0.03% −0.00
ETN Eaton Corp. PLC Add +0.4% 1.72% −0.00
META Meta Platforms Inc. Class A Add +0.3% 0.08% −0.00
SYK Stryker Corp. Add +2.4% 0.05% −0.00
PG The Procter & Gamble Co. Add +4.8% 0.15% −0.01
AMZN Amazon.com Inc. Add +1.0% 0.15% −0.01
HON Honeywell International Inc. Add +2.2% 0.06% −0.01
ABT Abbott Laboratories Add +0.5% 0.21% −0.01
TTD Trade Desk Inc./the Class A Add +0.0% 0.03% −0.02

Options Activity Q2 2025 → Q3 2025
TUA Sim St Treas Fut Strat ETF call Sold out 11,000 $242Kbefore 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