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Latest Hamilton Point Investment Advisors, LLC Stock Portfolio

$649Million– No. of Holdings #183

Hamilton Point Investment Advisors, LLC Performance:
2026 Q1: -2.14%YTD: -2.14%2025: 10.04%
Performance for 2026 Q1 is -2.14%, and YTD is -2.14%, and 2025 is 10.04%.

About Hamilton Point Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hamilton Point Investment Advisors, LLC reported an equity portfolio of $649.3 Millions as of 31 Mar, 2026.

The top stock holdings of Hamilton Point Investment Advisors, LLC are , BNDX, AAPL. The fund has invested 7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.6% of portfolio in VANGUARD CHARLOTTE FDS.

The fund managers got completely rid off NICE LTD (NICE), CROWDSTRIKE HLDGS INC (CRWD) and PROFESIONALLY MANAGED PORTFO stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and EMCOR GROUP INC (EME). Hamilton Point Investment Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), GALLAGHER ARTHUR J & CO (AJG) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to NIKE INC (NKE), EAGLE MATLS INC (EXP) and ACCENTURE PLC IRELAND (ACN).
Hamilton Point Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 06 May, 2026

Hamilton Point Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hamilton Point Investment Advisors, LLC made a return of -2.14% in the last quarter. In trailing 12 months, it's portfolio return was 8.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr9,667,990
gallagher arthur j & co7,427,360
applied matls inc252,583
quanta svcs inc236,628
taiwan semiconductor manufac214,133
newmont corp213,025
oneok inc new210,880
schwab strategic tr27,401
New stocks bought by Hamilton Point Investment Advisors, LLC

Additions

Ticker% Inc.
nike inc16.56
eagle matls inc10.26
accenture plc ireland9.72
berkshire hathaway inc del8.98
johnson & johnson6.73
pfizer inc6.63
tyler technologies inc5.58
becton dickinson & co5.55
Additions to existing portfolio by Hamilton Point Investment Advisors, LLC

Reductions

Ticker% Reduced
vanguard index fds-38.83
select sector spdr tr-22.01
emcor group inc-21.79
ishares tr-20.77
broadcom inc-18.92
vanguard whitehall fds-16.75
ishares tr-15.18
ishares tr-11.9
Hamilton Point Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
nice ltd-5,481,200
ea series trust-131,383
profesionally managed portfo-244,483
ea series trust-127,670
vanguard scottsdale fds-217,949
oracle corp-217,909
vanguard scottsdale fds-60,170
crowdstrike hldgs inc-274,697
Hamilton Point Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Hamilton Point Investment Advisors, LLC has about 26.5% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Utilities
Sector%
Others26.5
Industrials18.7
Technology18.5
Healthcare8.1
Financial Services8
Consumer Defensive5.5
Consumer Cyclical5.2
Communication Services5.1
Utilities2.4

Market Cap. Distribution

Hamilton Point Investment Advisors, LLC has about 68.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP38.2
MEGA-CAP30.7
UNALLOCATED26.5
MID-CAP4.2

Stocks belong to which Index?

About 62.7% of the stocks held by Hamilton Point Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50061.6
Others37.3
RUSSELL 20001.1
Top 5 Winners (%)%
LGVN
longeveron inc
105.5 %
GLW
corning inc
55.3 %
XOM
exxon mobil corp
41.0 %
STX
seagate technology hldngs pl
40.1 %
COP
conocophillips
39.9 %
Top 5 Winners ($)$
EME
emcor group inc
4.4 M
LFUS
littelfuse inc
2.5 M
DE
deere & co
2.4 M
DELL
dell technologies inc
1.8 M
JNJ
johnson & johnson
1.5 M
Top 5 Losers (%)%
VITL
vital farms inc
-55.8 %
FICO
fair isaac corp
-36.9 %
ADBE
adobe inc
-30.5 %
CRM
salesforce inc
-29.6 %
BR
broadridge finl solutions in
-27.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-6.3 M
AXP
american express co
-4.2 M
CRM
salesforce inc
-2.6 M
berkshire hathaway inc del
-2.3 M
GOOG
alphabet inc
-2.3 M

Hamilton Point Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hamilton Point Investment Advisors, LLC

Hamilton Point Investment Advisors, LLC has 183 stocks in it's portfolio. About 39.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. EME was the most profitable stock for Hamilton Point Investment Advisors, LLC last quarter.

Last Reported on: 06 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions