§ 13F · FUND PROFILE
Hamilton Point Investment Advisors, LLC.
AUM · $710M (13F)Positions · 193Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | 919K | $45M | 6.3% | +3% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 57 | $43M | 6.0% | −10% |
| 3 | GOOG | ALPHABET INC | 86K | $30M | 4.3% | ±0% |
| 4 | AAPL | APPLE INC | 100K | $29M | 4.1% | ±0% |
| 5 | EME | EMCOR GROUP INC | 30K | $25M | 3.6% | ±0% |
| 6 | RTX | RTX CORPORATION | 114K | $22M | 3.0% | −2% |
| 7 | AXP | AMERICAN EXPRESS CO | 62K | $21M | 3.0% | ±0% |
| 8 | DELL | DELL TECHNOLOGIES INC | 48K | $21M | 2.9% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 55K | $20M | 2.9% | −2% |
| 10 | AVUV | AMERICAN CENTY ETF TR | 142K | $18M | 2.5% | +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 $710 million in assets. The fund runs a portfolio of 193 positions.
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