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
MCHP Microchip Technology Inc. 0.07% 6,696 $433K No change
LRCX Lam Research Corp. 0.07% 2,020 $432K No change
HON Honeywell International Inc. 0.06% 1,851 $418K No change
GD General Dynamics Corp. 0.06% 1,159 $398K No change
UNH Unitedhealth Group Inc. 0.06% 1,457 $394K Reduce -9.7%
HD Home Depot Inc. 0.06% 1,112 $366K Reduce -1.2%
EMR Emerson Electric Co. 0.06% 2,742 $359K No change
MMM 3M Co. 0.05% 2,351 $341K No change
CI The Cigna Group 0.05% 1,261 $336K No change
MCK McKesson Corp. 0.05% 388 $336K Reduce -1.5%
DUK Duke Energy Corp. 0.05% 2,532 $332K No change
COP Conocophillips 0.05% 2,397 $316K Reduce -5.5%
INTC Intel Corp. 0.05% 6,808 $300K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 5,980 $292K No change
FICO Fair Isaac Corp. 0.04% 269 $287K No change
CVX Chevron Corp. 0.04% 1,349 $279K Reduce -0.1%
RYN Rayonier Inc. 0.04% 13,526 $279K No change
SO The Southern Co. 0.04% 2,879 $278K No change
COF Capital One Financial Corp. 0.04% 1,478 $270K No change
SYK Stryker Corp. 0.04% 807 $266K Reduce -1.2%
MA Mastercard Inc. Class A 0.04% 524 $262K No change
VXUS Vanguard Total Intl Stock 0.04% 3,347 $258K No change
MU Micron Technology Inc. 0.04% 748 $253K No change
AMAT Applied Materials Inc. 0.04% 739 $253K New
SCHF Schwab Intl Equity ETF 0.04% 10,072 $249K No change
PWR Quanta Services Inc. 0.04% 431 $237K New
ORLY O'reilly Automotive Inc. 0.04% 2,520 $233K No change
TMUS T-Mobile US Inc. 0.03% 1,073 $225K Reduce -0.1%
PCAR Paccar Inc. 0.03% 1,950 $225K No change
VEA Vanguard Ftse Developed ETF 0.03% 3,500 $224K Reduce -4.9%
XLK SS Technology Select Sector 0.03% 1,662 $221K Reduce -4.0%
XTN SS SPDR S&P Transport ETF 0.03% 2,324 $216K No change
TSM Taiwan Semiconductor-SP ADR 0.03% 632 $214K New
NEM Newmont Corp. 0.03% 1,968 $213K New
OKE Oneok Inc. 0.03% 2,333 $211K New
IEFA iShares Core MSCI Eafe ETF 0.03% 2,319 $210K Reduce -3.5%
VYM Vanguard High DVD Yield ETF 0.03% 1,372 $203K Reduce -16.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 420 $183K No change
IWR iShares Russell Mid-Cap ETF 0.03% 1,759 $171K No change
IVW iShares S&P 500 Growth ETF 0.03% 1,496 $169K Reduce -11.9%
XLV SS Health Care Select Sector 0.03% 1,128 $165K No change
WFC Wells Fargo & Co. 0.02% 1,968 $157K No change
IWS iShares Russell Mid-Cap Valu 0.02% 1,039 $151K No change
XLE SS Energy Select Sector 0.02% 2,392 $147K Reduce -11.7%
PFF iShares Preferred & Income S 0.02% 3,464 $105K No change
EFA iShares MSCI Eafe ETF 0.02% 1,075 $104K No change
IJH iShares Core S&P Midcap ETF 0.01% 1,335 $90K Reduce -15.2%
IWP iShares Russell Mid-Cap Grow 0.01% 662 $85K No change
XLY SS Consumer Disc Select Sect 0.01% 754 $82K No change
IWM iShares Russell 2000 ETF 0.01% 304 $75K Reduce -5.9%
IYW iShares Ustechnology ETF 0.01% 386 $70K No change
SOXX iShares Semiconductor ETF 0.01% 213 $70K No change
AVXL Anavex Life Sciences Corp. 0.01% 20,300 $62K No change
IVE iShares S&P 500 Value ETF 0.01% 294 $62K No change
XLF SS Financial Select Sector 0.01% 1,250 $62K Reduce -10.3%
XHB SS SPDR S&P Homebldrs ETF 0.01% 555 $55K No change
VIGI Vanguard Int Div App Indx FD 0.01% 610 $54K No change
XLI SS Industrial Select Sector 0.01% 333 $54K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 167 $54K Reduce -38.8%
IJR iShares Core S&P Small-Cap E 0.01% 370 $46K Reduce -20.8%
SHV iShares 0-1 Year Treasury Bo 0.01% 408 $45K No change
XLB SS Materials Select Sector 0.01% 900 $45K Reduce -22.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 144 $41K No change
EFG iShares MSCI Eafe Growth ETF 0.01% 326 $36K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.01% 725 $35K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 835 $32K No change
SCHA Schwab US Small-Cap ETF 0.00% 1,064 $31K No change
SCHR Schwab Intermediate-Term US 0.00% 1,100 $27K New
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 840 $27K No change
SCZ iShares MSCI Eafe Small-Cap 0.00% 325 $25K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.00% 130 $24K No change
LGVN Longeveron Inc. 0.00% 22,446 $23K No change
SCHX Schwab US Large-Cap ETF 0.00% 894 $23K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 387 $18K No change
ICF iShares Select U.S. REIT ETF 0.00% 220 $14K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 54 $12K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 345 $11K No change
SCHC Schwab Intl Small-Cap Equity 0.00% 214 $10K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 348 $10K No change
VNQ Vanguard Real Estate ETF 0.00% 83 $7K 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
USRT iShares Core US REIT ETF 0.00% 16 $947 No change
IYR iShares US Real Estate ETF 0.00% 1 $62 No change

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