Hamilton Point Investment Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Hamilton Point Investment Advisors, LLC reported 188 stock positions worth $657.6 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 7.3% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 6.4%) and Apple (AAPL, 4.2%). Compared with Q3 2025, it opened 34 new positions, sold out of 8, added to 70 and reduced 41. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale an exit from F5 (FFIV).
- Most Recent 13F
- Q2 2026
- Location
- CHAPEL HILL, NC
- CIK
- 0001599746
- Portfolio Value
- $657.6M (Q4 2025)
- SEC Filing
- 0001398344-26-002895 ↗ filed Feb 12, 2026
Holdings Value
Holdings 188 stocks · $657.6M
| BRK.A Berkshire Hathaway Inc. Class A | 7.35% | 64 | $48.3M | Reduce -7.3% |
| BNDX Vanguard Total Intl Bond ETF | 6.40% | 871,392 | $42.1M | Add +5.1% |
| AAPL Apple Inc. | 4.18% | 101,114 | $27.5M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 4.13% | 86,638 | $27.2M | Add +0.5% |
| MSFT Microsoft Corp. | 4.09% | 55,612 | $26.9M | Add +4.7% |
| EME Emcor Group Inc. | 3.62% | 38,867 | $23.8M | Add +0.5% |
| AXP American Express Co. | 3.53% | 62,749 | $23.2M | Reduce -0.4% |
| RTX RTX Corp. | 3.24% | 116,337 | $21.3M | Reduce -0.2% |
| IAU iShares Gold Trust | 2.51% | 203,598 | $16.5M | Add +1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.49% | 106,437 | $16.3M | Add +0.1% |
| AVUV Avantis US Small Cap Value | 2.15% | 138,486 | $14.1M | Add +2.7% |
| DE Deere & Co. | 1.75% | 24,612 | $11.5M | Add +0.7% |
| AMGN Amgen Inc. | 1.68% | 33,682 | $11.0M | Reduce -0.3% |
| ADP Automatic Data Processing | 1.58% | 40,112 | $10.4M | Add +1.5% |
| ETN Eaton Corp. PLC | 1.44% | 29,683 | $9.5M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.43% | 29,257 | $9.4M | Add +1.4% |
| CMI Cummins Inc. | 1.40% | 18,002 | $9.2M | Add +0.5% |
| CHD Church & Dwight Co. Inc. | 1.37% | 107,721 | $9.0M | Reduce -0.1% |
| CRM Salesforce Inc. | 1.35% | 33,408 | $8.9M | Add +0.1% |
| DHR Danaher Corp. | 1.35% | 38,627 | $8.9M | Reduce -0.1% |
| HUBB Hubbell Inc. | 1.32% | 19,500 | $8.7M | Add +0.4% |
| V Visa Inc. Class A | 1.31% | 24,556 | $8.6M | Add +0.4% |
| NEE Nextera Energy Inc. | 1.25% | 102,242 | $8.2M | Add +0.2% |
| JNJ Johnson & Johnson | 1.24% | 39,490 | $8.2M | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 1.23% | 105,357 | $8.1M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.22% | 26,990 | $8.0M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.15% | 40,475 | $7.5M | Add +26.8% |
| CL Colgate-Palmolive Co. | 1.13% | 93,674 | $7.4M | Add +92.4% |
| WMT Walmart Inc. | 1.12% | 66,219 | $7.4M | Add +0.8% |
| LFUS Littelfuse Inc. | 1.12% | 29,158 | $7.4M | Reduce -0.7% |
| ROP Roper Technologies Inc. | 1.09% | 16,033 | $7.1M | Add +45.9% |
| MAIN Main Street Capital Corp. | 1.05% | 114,005 | $6.9M | Reduce -0.8% |
| WSM Williams-Sonoma Inc. | 1.04% | 38,346 | $6.8M | Add +0.6% |
| ACN Accenture PLC Class A | 0.99% | 24,182 | $6.5M | Reduce -2.5% |
| ADBE Adobe Inc. | 0.97% | 18,291 | $6.4M | Reduce -0.8% |
| RELX Relx PLC - Spon ADR | 0.96% | 156,765 | $6.3M | Reduce -0.1% |
| DELL Dell Technologies -C | 0.91% | 47,780 | $6.0M | Add +0.3% |
| UL Unilever PLC-Sponsored ADR | 0.91% | 91,387 | $6.0M | Reduce -1.7% |
| EXP Eagle Materials Inc. | 0.87% | 27,796 | $5.8M | Add +48.6% |
| NICE Nice Ltd. - Spon ADR | 0.83% | 48,489 | $5.5M | Reduce -15.2% |
| BDX Becton Dickinson and Co. | 0.83% | 28,189 | $5.5M | Reduce -7.4% |
| LLY Eli Lilly & Co. | 0.82% | 5,032 | $5.4M | Add +0.3% |
| MGRC McGrath Rentcorp | 0.82% | 51,199 | $5.4M | Reduce -0.8% |
| WM Waste Management Inc. | 0.81% | 24,203 | $5.3M | Add +1.3% |
| BR Broadridge Financial Solutio | 0.79% | 23,148 | $5.2M | Add +1.6% |
| BIPC Brookfield Infrastructure-A | 0.78% | 113,046 | $5.1M | Reduce -0.3% |
| WTRG Essential Utilities Inc. | 0.77% | 132,788 | $5.1M | Add +0.7% |
| VZ Verizon Communications Inc. | 0.77% | 124,150 | $5.1M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 7,109 | $4.9M | No change |
| MDT Medtronic PLC | 0.71% | 47,973 | $4.6M | Add +0.3% |
| WSO Watsco Inc. | 0.67% | 12,996 | $4.4M | Reduce -0.6% |
| GPC Genuine Parts Co. | 0.63% | 33,670 | $4.2M | Reduce -0.1% |
| PFE Pfizer Inc. | 0.60% | 158,183 | $3.9M | Reduce -8.8% |
| HSY The Hershey Co. | 0.57% | 20,740 | $3.8M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.56% | 21,046 | $3.7M | Add +1.4% |
| PAYX Paychex Inc. | 0.53% | 31,109 | $3.5M | Reduce -1.6% |
| RIO Rio Tinto PLC-Spon ADR | 0.50% | 41,266 | $3.3M | Reduce -2.2% |
| NKE Nike Inc. Class B | 0.50% | 51,016 | $3.3M | Reduce -2.2% |
| VITL Vital Farms Inc. | 0.49% | 100,000 | $3.2M | New |
| EOG EOG Resources Inc. | 0.46% | 28,590 | $3.0M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 5,454 | $2.7M | Add +4.2% |
| SPGI S&P Global Inc. | 0.30% | 3,808 | $2.0M | No change |
| VOO Vanguard S&P 500 ETF | 0.27% | 2,795 | $1.8M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.24% | 4,938 | $1.5M | Add +1.9% |
| JGRW Jensen Quality Growth ETF | 0.22% | 52,518 | $1.4M | Add +6.0% |
| ABBV Abbvie Inc. | 0.22% | 6,218 | $1.4M | Add +1.4% |
| GWW WW Grainger Inc. | 0.20% | 1,276 | $1.3M | No change |
| AMD Advanced Micro Devices | 0.19% | 5,903 | $1.3M | Reduce -4.3% |
| ABT Abbott Laboratories | 0.19% | 9,971 | $1.2M | Add +1.6% |
| MRK Merck & Co. Inc. | 0.19% | 11,687 | $1.2M | Add +15.1% |
| UNP Union Pacific Corp. | 0.18% | 5,253 | $1.2M | Add +2.1% |
| IWF iShares Russell 1000 Growth | 0.18% | 2,515 | $1.2M | Add +10.1% |
| AMZN Amazon.com Inc. | 0.17% | 4,872 | $1.1M | Add +9.8% |
| XOM Exxon Mobil Corp. | 0.16% | 8,522 | $1.0M | Add +28.7% |
| KO The Coca-Cola Co. | 0.15% | 14,250 | $996K | Add +8.1% |
| PEP Pepsico Inc. | 0.15% | 6,800 | $986K | Add +3.8% |
| MRSH Marsh & McLennan Cos | 0.15% | 5,158 | $957K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.14% | 3,853 | $929K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.13% | 6,130 | $879K | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,391 | $855K | No change |
| IVV iShares Core S&P 500 ETF | 0.13% | 1,215 | $832K | Add +13.9% |
| GLD SPDR Gold Shares | 0.12% | 2,067 | $819K | Reduce -27.4% |
| ITW Illinois Tool Works | 0.12% | 3,219 | $798K | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.12% | 1,182 | $781K | Add +60.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 3,772 | $720K | Reduce -6.5% |
| STX Seagate Technology Holdings | 0.10% | 2,436 | $673K | Add +8.3% |
| AVGO Broadcom Inc. | 0.10% | 1,929 | $668K | Reduce -1.2% |
| SCHB Schwab US Broad Market ETF | 0.10% | 25,067 | $658K | No change |
| TYL Tyler Technologies Inc. | 0.09% | 1,361 | $618K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 2,726 | $599K | Add +10.1% |
| PM Philip Morris International | 0.09% | 3,672 | $594K | Reduce -3.9% |
| VGT Vanguard Info Tech ETF | 0.09% | 768 | $579K | No change |
| LMT Lockheed Martin Corp. | 0.08% | 1,154 | $558K | Add +12.4% |
| PBHC Pathfinder Bancorp Inc. | 0.08% | 38,429 | $542K | No change |
| MCD McDonald's Corp. | 0.08% | 1,750 | $535K | Add +1.8% |
| UNH Unitedhealth Group Inc. | 0.08% | 1,614 | $533K | Reduce -3.4% |
| IWD iShares Russell 1000 Value E | 0.08% | 2,527 | $532K | Reduce -2.3% |
| FICO Fair Isaac Corp. | 0.07% | 269 | $455K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.07% | 403 | $431K | No change |
| MCHP Microchip Technology Inc. | 0.06% | 6,696 | $427K | Add +17.6% |
Options reported separately and not counted above: GLD calls ($119K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $164K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 135 | $164K | New |
Total filed on the 13F, all lines: $657.7M.
Portfolio Sells Q3 2025 → Q4 2025
| FFIV F5 Inc. | Sold out | 0.00% | −1.47 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -7.3% | 7.35% | −0.78 |
| NICE Nice Ltd. - Spon ADR | Reduce -15.2% | 0.83% | −0.46 |
| RELX Relx PLC - Spon ADR | Reduce -0.1% | 0.96% | −0.21 |
| WSO Watsco Inc. | Reduce -0.6% | 0.67% | −0.16 |
| MGRC McGrath Rentcorp | Reduce -0.8% | 0.82% | −0.13 |
| CHD Church & Dwight Co. Inc. | Reduce -0.1% | 1.37% | −0.10 |
| GPC Genuine Parts Co. | Reduce -0.1% | 0.63% | −0.10 |
| PAYX Paychex Inc. | Reduce -1.6% | 0.53% | −0.10 |
| MAIN Main Street Capital Corp. | Reduce -0.8% | 1.05% | −0.09 |
| PFE Pfizer Inc. | Reduce -8.8% | 0.60% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 0.77% | −0.09 |
| NKE Nike Inc. Class B | Reduce -2.2% | 0.50% | −0.07 |
| LFUS Littelfuse Inc. | Reduce -0.7% | 1.12% | −0.07 |
| UL Unilever PLC-Sponsored ADR | Reduce -1.7% | 0.91% | −0.06 |
| BDX Becton Dickinson and Co. | Reduce -7.4% | 0.83% | −0.06 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.97% | −0.04 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.04 |
| IP International Paper Co. | Sold out | 0.00% | −0.04 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.03 |
| GLD SPDR Gold Shares | Reduce -27.4% | 0.12% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -39.0% | 0.03% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -30.8% | 0.04% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -3.4% | 0.08% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.5% | 0.11% | −0.01 |
| PM Philip Morris International | Reduce -3.9% | 0.09% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 0.27% | −0.01 |
| DUK Duke Energy Corp. | Reduce -2.0% | 0.05% | −0.00 |
| GD General Dynamics Corp. | Reduce -2.3% | 0.06% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -56.5% | 0.00% | −0.00 |
| CVX Chevron Corp. | Reduce -0.4% | 0.03% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -2.3% | 0.08% | −0.00 |
| EMR Emerson Electric Co. | Reduce -0.8% | 0.06% | −0.00 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.00 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.00 |
| AVGO Broadcom Inc. | Reduce -1.2% | 0.10% | +0.00 |
| BAC Bank of America Corp. | Reduce -0.1% | 0.05% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -0.9% | 1.22% | +0.02 |
| ACN Accenture PLC Class A | Reduce -2.5% | 0.99% | +0.03 |
| AMD Advanced Micro Devices | Reduce -4.3% | 0.19% | +0.04 |
| BIPC Brookfield Infrastructure-A | Reduce -0.3% | 0.78% | +0.05 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -2.2% | 0.50% | +0.07 |
| JNJ Johnson & Johnson | Reduce -2.0% | 1.24% | +0.08 |
| DHR Danaher Corp. | Reduce -0.1% | 1.35% | +0.15 |
| AMGN Amgen Inc. | Reduce -0.3% | 1.68% | +0.19 |
| RTX RTX Corp. | Reduce -0.2% | 3.24% | +0.20 |
| AXP American Express Co. | Reduce -0.4% | 3.53% | +0.26 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +0.5% | 4.13% | +0.86 |
| CL Colgate-Palmolive Co. | Add +92.4% | 1.13% | +0.52 |
| VITL Vital Farms Inc. | New | 0.49% | +0.49 |
| IAU iShares Gold Trust | Add +1.8% | 2.51% | +0.24 |
| ROP Roper Technologies Inc. | Add +45.9% | 1.09% | +0.23 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.82% | +0.23 |
| NVDA Nvidia Corp. | Add +26.8% | 1.15% | +0.22 |
| CMI Cummins Inc. | Add +0.5% | 1.40% | +0.22 |
| AAPL Apple Inc. | Add +1.1% | 4.18% | +0.21 |
| EXP Eagle Materials Inc. | Add +48.6% | 0.87% | +0.19 |
| CSCO Cisco Systems Inc. | Add +0.4% | 1.23% | +0.11 |
| CRM Salesforce Inc. | Add +0.1% | 1.35% | +0.11 |
| TJX TJX Companies Inc. | Add +0.1% | 2.49% | +0.09 |
| WMT Walmart Inc. | Add +0.8% | 1.12% | +0.07 |
| MRK Merck & Co. Inc. | Add +15.1% | 0.19% | +0.05 |
| AVUV Avantis US Small Cap Value | Add +2.7% | 2.15% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 0.24% | +0.05 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| NEE Nextera Energy Inc. | Add +0.2% | 1.25% | +0.05 |
| XOM Exxon Mobil Corp. | Add +28.7% | 0.16% | +0.04 |
| VXUS Vanguard Total Intl Stock | New | 0.04% | +0.04 |
| AKRE Akre Focus ETF | New | 0.04% | +0.04 |
| COP Conocophillips | New | 0.04% | +0.04 |
| VYM Vanguard High DVD Yield ETF | New | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +60.2% | 0.12% | +0.03 |
| MKL Markel Group Inc. | New | 0.03% | +0.03 |
| TMUS T-Mobile US Inc. | New | 0.03% | +0.03 |
| PCAR Paccar Inc. | New | 0.03% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| XTN SS SPDR S&P Transport ETF | New | 0.03% | +0.03 |
| IVW iShares S&P 500 Growth ETF | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +106.8% | 0.06% | +0.03 |
| WFC Wells Fargo & Co. | New | 0.03% | +0.03 |
| BSVO EA Bridgeway Omni Sm-Cp Val | New | 0.02% | +0.02 |
| MBOX Freedom Day Dividend ETF | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | Add +8.3% | 0.10% | +0.02 |
| AMZN Amazon.com Inc. | Add +9.8% | 0.17% | +0.02 |
| PFF iShares Preferred & Income S | New | 0.02% | +0.02 |
| IJH iShares Core S&P Midcap ETF | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +13.9% | 0.13% | +0.02 |
| KO The Coca-Cola Co. | Add +8.1% | 0.15% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +10.1% | 0.18% | +0.01 |
| HUBB Hubbell Inc. | Add +0.4% | 1.32% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 1.43% | +0.01 |
| XLE SS Energy Select Sector | Add +203.6% | 0.02% | +0.01 |
| XLF SS Financial Select Sector | New | 0.01% | +0.01 |
| MCK McKesson Corp. | Add +25.5% | 0.05% | +0.01 |
| IVE iShares S&P 500 Value ETF | New | 0.01% | +0.01 |
| VGIT Vanguard Intermediate-Term T | New | 0.01% | +0.01 |
Options Activity Q3 2025 → Q4 2025
| GLD SPDR Gold Shares | call | New | 300 | $119K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 135 | $164K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |