§ 13F · FUND PROFILE
Hamilton Point Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $608M (13F)Positions · 161Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 63 | $45M | 7.0% | −2% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 896K | $43M | 6.6% | +3% |
| 3 | AAPL | APPLE INC | 101K | $26M | 3.9% | ±0% |
| 4 | GOOG | ALPHABET INC | 86K | $25M | 3.8% | −1% |
| 5 | EME | EMCOR GROUP INC | 30K | $22M | 3.5% | −22% |
| 6 | RTX | RTX CORPORATION | 116K | $22M | 3.4% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 55K | $21M | 3.2% | ±0% |
| 8 | AXP | AMERICAN EXPRESS CO | 62K | $19M | 2.9% | −1% |
| 9 | IAU | ISHARES GOLD TR | 205K | $18M | 2.8% | +1% |
| 10 | TJX | TJX COS INC NEW | 106K | $17M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAMILTON SIGNAL
AC read
Hamilton Point Investment Advisors, LLC is a Other fund managing $608 million in assets. The fund runs a portfolio of 161 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed