Hamilton Point Investment Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Hamilton Point Investment Advisors, LLC reported 184 stock positions worth $649.0 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 7.0% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 6.6%) and Apple (AAPL, 3.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 12, added to 20 and reduced 78. The biggest buy was a new position in Avantis Emerging Markets Eq (AVEM) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
CHAPEL HILL, NC
CIK
0001599746
Portfolio Value
$649.0M (Q1 2026)
SEC Filing
0001398344-26-008553 ↗ filed May 6, 2026

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 Q3 2025 Q4 2025: $657.6M Q4 2025 Q1 2026: $649.0M $649.0M Q1 2026 Q2 2026: $709.9M Q2 2026

Holdings 184 stocks · $649.0M
BRK.A Berkshire Hathaway Inc. Class A 6.97% 63 $45.2M Reduce -1.6%
BNDX Vanguard Total Intl Bond ETF 6.63% 895,635 $43.0M Add +2.8%
AAPL Apple Inc. 3.94% 100,630 $25.5M Reduce -0.5%
GOOG Alphabet Inc. Class C 3.80% 86,077 $24.7M Reduce -0.7%
EME Emcor Group Inc. 3.46% 30,399 $22.4M Reduce -21.8%
RTX RTX Corp. 3.44% 115,885 $22.4M Reduce -0.4%
MSFT Microsoft Corp. 3.17% 55,491 $20.5M Reduce -0.2%
AXP American Express Co. 2.89% 62,092 $18.8M Reduce -1.1%
IAU iShares Gold Trust 2.79% 205,299 $18.1M Add +0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.60% 105,713 $16.9M Reduce -0.7%
AVUV Avantis US Small Cap Value 2.38% 140,111 $15.5M Add +1.2%
DE Deere & Co. 2.12% 24,307 $13.7M Reduce -1.2%
AMGN Amgen Inc. 1.81% 33,465 $11.8M Reduce -0.6%
ETN Eaton Corp. PLC 1.62% 29,387 $10.5M Reduce -1.0%
JNJ Johnson & Johnson 1.59% 42,147 $10.3M Add +6.7%
CHD Church & Dwight Co. Inc. 1.53% 106,622 $9.9M Reduce -1.0%
LFUS Littelfuse Inc. 1.52% 28,975 $9.8M Reduce -0.6%
AVEM Avantis Emerging Markets Eq 1.49% 119,980 $9.7M New
CMI Cummins Inc. 1.48% 17,801 $9.6M Reduce -1.1%
NEE Nextera Energy Inc. 1.46% 101,969 $9.5M Reduce -0.3%
HUBB Hubbell Inc. 1.46% 19,285 $9.5M Reduce -1.1%
JPM JPMorgan Chase & Co. 1.31% 28,983 $8.5M Reduce -0.9%
ADP Automatic Data Processing 1.26% 39,895 $8.2M Reduce -0.5%
CSCO Cisco Systems Inc. 1.26% 105,022 $8.1M Reduce -0.3%
WMT Walmart Inc. 1.24% 64,778 $8.1M Reduce -2.2%
CL Colgate-Palmolive Co. 1.22% 93,020 $7.9M Reduce -0.7%
DELL Dell Technologies -C 1.21% 47,895 $7.9M Add +0.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.14% 34,294 $7.4M New
V Visa Inc. Class A 1.14% 24,391 $7.4M Reduce -0.7%
DHR Danaher Corp. 1.13% 38,561 $7.3M Reduce -0.2%
WSM Williams-Sonoma Inc. 1.07% 38,136 $7.0M Reduce -0.6%
NVDA Nvidia Corp. 1.04% 38,761 $6.8M Reduce -4.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.00% 26,847 $6.5M Reduce -0.5%
CRM Salesforce Inc. 0.96% 33,471 $6.2M Add +0.2%
VZ Verizon Communications Inc. 0.96% 123,764 $6.2M Reduce -0.3%
MAIN Main Street Capital Corp. 0.93% 113,635 $6.0M Reduce -0.3%
EXP Eagle Materials Inc. 0.90% 30,647 $5.8M Add +10.3%
ROP Roper Technologies Inc. 0.88% 16,086 $5.7M Add +0.3%
MGRC McGrath Rentcorp 0.86% 50,857 $5.6M Reduce -0.7%
WM Waste Management Inc. 0.86% 24,210 $5.6M Add +0.0%
WTRG Essential Utilities Inc. 0.82% 132,090 $5.3M Reduce -0.5%
ACN Accenture PLC Class A 0.81% 26,532 $5.3M Add +9.7%
UL Unilever PLC-Sponsored ADR 0.80% 90,755 $5.2M Reduce -0.7%
RELX Relx PLC - Spon ADR 0.80% 156,567 $5.2M Reduce -0.1%
PFE Pfizer Inc. 0.73% 168,670 $4.7M Add +6.6%
WSO Watsco Inc. 0.73% 12,951 $4.7M Reduce -0.3%
BDX Becton Dickinson and Co. 0.72% 29,753 $4.7M Add +5.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.71% 7,109 $4.6M No change
LLY Eli Lilly & Co. 0.70% 4,945 $4.5M Reduce -1.7%
BIPC Brookfield Infrastructure-A 0.69% 113,359 $4.5M Add +0.3%
ADBE Adobe Inc. 0.69% 18,288 $4.4M Reduce -0.0%
HSY The Hershey Co. 0.66% 20,733 $4.3M Reduce -0.0%
MDT Medtronic PLC 0.65% 47,951 $4.2M Reduce -0.1%
EOG EOG Resources Inc. 0.63% 28,442 $4.1M Reduce -0.5%
TXN Texas Instruments Inc. 0.63% 21,014 $4.1M Reduce -0.1%
RIO Rio Tinto PLC-Spon ADR 0.61% 41,167 $3.9M Reduce -0.2%
BR Broadridge Financial Solutio 0.58% 23,060 $3.8M Reduce -0.4%
GPC Genuine Parts Co. 0.55% 33,365 $3.6M Reduce -0.9%
NKE Nike Inc. Class B 0.49% 59,464 $3.2M Add +16.6%
PAYX Paychex Inc. 0.44% 31,113 $2.9M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.44% 5,944 $2.8M Add +9.0%
VOO Vanguard S&P 500 ETF 0.25% 2,755 $1.6M Reduce -1.4%
SPGI S&P Global Inc. 0.25% 3,808 $1.6M No change
XOM Exxon Mobil Corp. 0.22% 8,510 $1.4M Reduce -0.1%
MRK Merck & Co. Inc. 0.22% 11,687 $1.4M No change
GOOGL Alphabet Inc. Class A 0.22% 4,916 $1.4M Reduce -0.5%
VITL Vital Farms Inc. 0.22% 100,000 $1.4M No change
GWW WW Grainger Inc. 0.21% 1,276 $1.4M No change
ABBV Abbvie Inc. 0.21% 6,155 $1.3M Reduce -1.0%
JGRW Jensen Quality Growth ETF 0.20% 54,005 $1.3M Add +2.8%
UNP Union Pacific Corp. 0.20% 5,253 $1.3M No change
AMD Advanced Micro Devices 0.18% 5,668 $1.2M Reduce -4.0%
KO The Coca-Cola Co. 0.17% 14,250 $1.1M No change
IWF iShares Russell 1000 Growth 0.17% 2,545 $1.1M Add +1.2%
PEP Pepsico Inc. 0.16% 6,698 $1.0M Reduce -1.5%
AMZN Amazon.com Inc. 0.16% 4,872 $1.0M No change
ABT Abbott Laboratories 0.16% 9,850 $1.0M Reduce -1.2%
LOW Lowe's Cos Inc. 0.14% 3,787 $895K Reduce -1.7%
MRSH Marsh & McLennan Cos 0.14% 5,136 $891K Reduce -0.4%
GLD SPDR Gold Shares 0.14% 2,067 $889K No change
PG The Procter & Gamble Co. 0.13% 6,062 $876K Reduce -1.1%
STX Seagate Technology Holdings 0.13% 2,197 $862K Reduce -9.8%
ITW Illinois Tool Works 0.13% 3,180 $833K Reduce -1.2%
QQQ Invesco QQQ Trust Series 1 0.12% 1,391 $803K No change
IVV iShares Core S&P 500 ETF 0.12% 1,215 $794K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 3,772 $740K No change
LMT Lockheed Martin Corp. 0.11% 1,133 $685K Reduce -1.8%
SCHB Schwab US Broad Market ETF 0.10% 25,067 $629K No change
META Meta Platforms Inc. Class A 0.09% 1,076 $616K Reduce -9.0%
PM Philip Morris International 0.09% 3,672 $613K No change
VIG Vanguard Dividend Apprec ETF 0.09% 2,726 $586K No change
IWD iShares Russell 1000 Value E 0.08% 2,547 $544K Add +0.8%
VGT Vanguard Info Tech ETF 0.08% 768 $536K No change
MCD McDonald's Corp. 0.08% 1,721 $535K Reduce -1.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.08% 399 $527K Reduce -1.0%
TYL Tyler Technologies Inc. 0.08% 1,437 $492K Add +5.6%
GLW Corning Inc. 0.08% 3,607 $490K No change
PBHC Pathfinder Bancorp Inc. 0.08% 38,429 $490K No change
AVGO Broadcom Inc. 0.07% 1,564 $484K Reduce -18.9%
COST Costco Wholesale Corp. 0.07% 457 $456K No change

Show all 184 holdings

Options reported separately and not counted above: GLD calls ($129K).

Other holdings (1): bonds, preferreds, convertibles and warrants · $156K (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 135$156KNo change

Total filed on the 13F, all lines: $649.1M.

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -0.2% 3.17% −0.93
NICE Nice Ltd. - Spon ADR Sold out 0.00% −0.83
AXP American Express Co. Reduce -1.1% 2.89% −0.64
BRK.A Berkshire Hathaway Inc. Class A Reduce -1.6% 6.97% −0.38
GOOG Alphabet Inc. Class C Reduce -0.7% 3.80% −0.33
ADP Automatic Data Processing Reduce -0.5% 1.26% −0.32
ADBE Adobe Inc. Reduce -0.0% 0.69% −0.29
AAPL Apple Inc. Reduce -0.5% 3.94% −0.25
DHR Danaher Corp. Reduce -0.2% 1.13% −0.22
IBM Intl Business Machines Corp. Reduce -0.5% 1.00% −0.21
BR Broadridge Financial Solutio Reduce -0.4% 0.58% −0.21
V Visa Inc. Class A Reduce -0.7% 1.14% −0.17
RELX Relx PLC - Spon ADR Reduce -0.1% 0.80% −0.16
EME Emcor Group Inc. Reduce -21.8% 3.46% −0.16
LLY Eli Lilly & Co. Reduce -1.7% 0.70% −0.12
JPM JPMorgan Chase & Co. Reduce -0.9% 1.31% −0.12
MAIN Main Street Capital Corp. Reduce -0.3% 0.93% −0.12
NVDA Nvidia Corp. Reduce -4.2% 1.04% −0.11
UL Unilever PLC-Sponsored ADR Reduce -0.7% 0.80% −0.10
GPC Genuine Parts Co. Reduce -0.9% 0.55% −0.09
MDT Medtronic PLC Reduce -0.1% 0.65% −0.06
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.04
AKRE Akre Focus ETF Sold out 0.00% −0.04
ABT Abbott Laboratories Reduce -1.2% 0.16% −0.03
MKL Markel Group Inc. Sold out 0.00% −0.03
ORCL Oracle Corp. Sold out 0.00% −0.03
TSLA Tesla Inc. Sold out 0.00% −0.03
VTWO Vanguard Russell 2000 ETF Sold out 0.00% −0.03
AVGO Broadcom Inc. Reduce -18.9% 0.07% −0.03
META Meta Platforms Inc. Class A Reduce -9.0% 0.09% −0.02
UNH Unitedhealth Group Inc. Reduce -9.7% 0.06% −0.02
BSVO EA Bridgeway Omni Sm-Cp Val Sold out 0.00% −0.02
MBOX Freedom Day Dividend ETF Sold out 0.00% −0.02
GOOGL Alphabet Inc. Class A Reduce -0.5% 0.22% −0.02
AMD Advanced Micro Devices Reduce -4.0% 0.18% −0.01
VOO Vanguard S&P 500 ETF Reduce -1.4% 0.25% −0.01
ABBV Abbvie Inc. Reduce -1.0% 0.21% −0.01
VGIT Vanguard Intermediate-Term T Sold out 0.00% −0.01
MRSH Marsh & McLennan Cos Reduce -0.4% 0.14% −0.01
IVW iShares S&P 500 Growth ETF Reduce -11.9% 0.03% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -38.8% 0.01% −0.01
VYM Vanguard High DVD Yield ETF Reduce -16.8% 0.03% −0.00
XLK SS Technology Select Sector Reduce -4.0% 0.03% −0.00
LOW Lowe's Cos Inc. Reduce -1.7% 0.14% −0.00
SYK Stryker Corp. Reduce -1.2% 0.04% −0.00
HD Home Depot Inc. Reduce -1.2% 0.06% −0.00
XLF SS Financial Select Sector Reduce -10.3% 0.01% −0.00
IJH iShares Core S&P Midcap ETF Reduce -15.2% 0.01% −0.00
IJR iShares Core S&P Small-Cap E Reduce -20.8% 0.01% −0.00
XLC SS Comm Select Sector SPDR Sold out 0.00% −0.00

Portfolio Buys Q4 2025 → Q1 2026
AVEM Avantis Emerging Markets Eq New 1.49% +1.49
AJG Arthur J Gallagher & Co. New 1.14% +1.14
JNJ Johnson & Johnson Add +6.7% 1.59% +0.34
DELL Dell Technologies -C Add +0.2% 1.21% +0.30
IAU iShares Gold Trust Add +0.8% 2.79% +0.28
AVUV Avantis US Small Cap Value Add +1.2% 2.38% +0.24
BNDX Vanguard Total Intl Bond ETF Add +2.8% 6.63% +0.23
PFE Pfizer Inc. Add +6.6% 0.73% +0.13
WM Waste Management Inc. Add +0.0% 0.86% +0.05
AMAT Applied Materials Inc. New 0.04% +0.04
PWR Quanta Services Inc. New 0.04% +0.04
TSM Taiwan Semiconductor-SP ADR New 0.03% +0.03
NEM Newmont Corp. New 0.03% +0.03
OKE Oneok Inc. New 0.03% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +9.0% 0.44% +0.02
EXP Eagle Materials Inc. Add +10.3% 0.90% +0.02
SCHR Schwab Intermediate-Term US New 0.00% +0.00
IWD iShares Russell 1000 Value E Add +0.8% 0.08% +0.00
NKE Nike Inc. Class B Add +16.6% 0.49% −0.01
IWF iShares Russell 1000 Growth Add +1.2% 0.17% −0.01
JGRW Jensen Quality Growth ETF Add +2.8% 0.20% −0.01
TYL Tyler Technologies Inc. Add +5.6% 0.08% −0.02
PAYX Paychex Inc. Add +0.0% 0.44% −0.09
BIPC Brookfield Infrastructure-A Add +0.3% 0.69% −0.09
BDX Becton Dickinson and Co. Add +5.5% 0.72% −0.11
ACN Accenture PLC Class A Add +9.7% 0.81% −0.18
ROP Roper Technologies Inc. Add +0.3% 0.88% −0.21
CRM Salesforce Inc. Add +0.2% 0.96% −0.39

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