The Analysis of Hamilton Point Investment Advisors, LLC's Holdings
Currently, Hamilton Point Investment Advisors, LLC holds 162 types of securities in its portfolio with a total value $640.7M. In the most recent quarter, they have increased their positions in CRM (+33.4K shares, valued at $7.9M), BNDX (+52.0K shares, valued at $2.6M), SCHB (+19.5K shares, valued at $500.5K); decreased their positions in PM (-594 shares, valued at $96.4K), GWW (-100 shares, valued at $95.3K), MMM (-600 shares, valued at $93.1K); initiated new positions in CRM (+33.4K shares, valued at $7.9M), LRCX (+2.0K shares, valued at $271.0K), KLAC (+220 shares, valued at $237.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.A BERKSHIRE HATHAWAY INC DEL69 shares0.00%2025-09-302025-10-20
BNDX VANGUARD CHARLOTTE FDS829.3K shares6.69%2025-09-302025-10-20 MSFT MICROSOFT CORP53.1K shares-0.17%2025-09-302025-10-20 AAPL APPLE INC100.0K shares-0.19%2025-09-302025-10-20 EME EMCOR GROUP INC38.7K shares0.10%2025-09-302025-10-20 GOOG ALPHABET INC86.2K shares-0.42%2025-09-302025-10-20 AXP AMERICAN EXPRESS CO63.0K shares0.07%2025-09-302025-10-20 RTX RTX CORPORATION116.6K shares-0.00%2025-09-302025-10-20 TJX TJX COS INC NEW106.3K shares0.11%2025-09-302025-10-20 IAU ISHARES GOLD TR200.0K shares1.65%2025-09-302025-10-20 AVUV AMERICAN CENTY ETF TR134.8K shares1.75%2025-09-302025-10-20 ADP AUTOMATIC DATA PROCESSING IN39.5K shares-0.25%2025-09-302025-10-20 DE DEERE & CO24.4K shares-0.18%2025-09-302025-10-20 ETN EATON CORP PLC29.5K shares0.37%2025-09-302025-10-20 AMGN AMGEN INC33.8K shares0.02%2025-09-302025-10-20 CHD CHURCH & DWIGHT CO INC107.9K shares-0.42%2025-09-302025-10-20 FFIV F5 INC29.2K shares-0.33%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.28.9K shares0.16%2025-09-302025-10-20 HUBB HUBBELL INC19.4K shares0.33%2025-09-302025-10-20 V VISA INC24.5K shares-0.09%2025-09-302025-10-20 NICE NICE LTD57.2K shares-0.08%2025-09-302025-10-20 CRM SALESFORCE INC33.4K sharesnew addition2025-09-302025-10-20 NEE NEXTERA ENERGY INC102.0K shares0.51%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS27.2K shares0.15%2025-09-302025-10-20 DHR DANAHER CORPORATION38.7K shares-0.06%2025-09-302025-10-20 LFUS LITTELFUSE INC29.4K shares-0.13%2025-09-302025-10-20 CMI CUMMINS INC17.9K shares0.19%2025-09-302025-10-20 RELX RELX PLC156.8K shares1.88%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON40.3K shares0.17%2025-09-302025-10-20 WSM WILLIAMS SONOMA INC38.1K shares-0.23%2025-09-302025-10-20 MAIN MAIN STR CAP CORP115.0K shares0.31%2025-09-302025-10-20 CSCO CISCO SYS INC104.9K shares-0.00%2025-09-302025-10-20 WMT WALMART INC65.7K shares-0.06%2025-09-302025-10-20 DELL DELL TECHNOLOGIES INC47.6K shares1.04%2025-09-302025-10-20 ADBE ADOBE INC18.4K shares-0.22%2025-09-302025-10-20 UL UNILEVER PLC104.6K shares1.49%2025-09-302025-10-20 ACN ACCENTURE PLC IRELAND24.8K shares-0.73%2025-09-302025-10-20 MGRC MCGRATH RENTCORP51.6K shares0.25%2025-09-302025-10-20 NVDA NVIDIA CORPORATION31.9K shares-0.12%2025-09-302025-10-20 BDX BECTON DICKINSON & CO30.4K shares-0.15%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC125.2K shares0.97%2025-09-302025-10-20 ROP ROPER TECHNOLOGIES INC11.0K shares-0.18%2025-09-302025-10-20 BR BROADRIDGE FINL SOLUTIONS IN22.8K shares0.30%2025-09-302025-10-20 WSO WATSCO INC13.1K shares0.39%2025-09-302025-10-20 WM WASTE MGMT INC DEL23.9K shares0.39%2025-09-302025-10-20 WTRG ESSENTIAL UTILS INC131.8K shares0.61%2025-09-302025-10-20 SPY SPDR S&P 500 ETF TR7.1K shares0.00%2025-09-302025-10-20 GPC GENUINE PARTS CO33.7K shares0.48%2025-09-302025-10-20 BIPC BROOKFIELD INFRASTRUCTURE CO113.3K shares3.60%2025-09-302025-10-20 MDT MEDTRONIC PLC47.8K shares0.95%2025-09-302025-10-20 PFE PFIZER INC173.4K shares0.62%2025-09-302025-10-20 EXP EAGLE MATLS INC18.7K shares-0.42%2025-09-302025-10-20 PAYX PAYCHEX INC31.6K shares0.24%2025-09-302025-10-20 CL COLGATE PALMOLIVE CO48.7K shares0.11%2025-09-302025-10-20 HSY HERSHEY CO20.7K shares0.71%2025-09-302025-10-20 LLY ELI LILLY & CO5.0K shares-0.91%2025-09-302025-10-20 TXN TEXAS INSTRS INC20.8K shares-0.59%2025-09-302025-10-20 NKE NIKE INC52.2K shares0.15%2025-09-302025-10-20 EOG EOG RES INC28.6K shares0.79%2025-09-302025-10-20 RIO RIO TINTO PLC42.2K shares0.43%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL5.2K shares-3.15%2025-09-302025-10-20 SPGI S&P GLOBAL INC3.8K shares0.00%2025-09-302025-10-20 VOO VANGUARD INDEX FDS2.8K shares0.35%2025-09-302025-10-20 ABBV ABBVIE INC6.1K shares0.02%2025-09-302025-10-20 JGRW TRUST FOR PROFESSIONAL MANAG49.5K shares-1.73%2025-09-302025-10-20 ABT ABBOTT LABS9.8K shares0.53%2025-09-302025-10-20 UNP UNION PAC CORP5.1K shares0.00%2025-09-302025-10-20 GWW GRAINGER W W INC1.3K shares-7.27%2025-09-302025-10-20 GOOGL ALPHABET INC4.8K shares1.06%2025-09-302025-10-20 IWF ISHARES TR2.3K shares0.00%2025-09-302025-10-20 MMC MARSH & MCLENNAN COS INC5.1K shares0.93%2025-09-302025-10-20 GLD SPDR GOLD TR2.8K shares4.48%2025-09-302025-10-20 AMD ADVANCED MICRO DEVICES INC6.2K shares-7.50%2025-09-302025-10-20 AMZN AMAZON COM INC4.4K shares0.96%2025-09-302025-10-20 LOW LOWES COS INC3.8K shares0.00%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO6.1K shares4.76%2025-09-302025-10-20 PEP PEPSICO INC6.6K shares-0.46%2025-09-302025-10-20 KO COCA COLA CO13.2K shares0.00%2025-09-302025-10-20 MRK MERCK & CO INC10.2K shares0.00%2025-09-302025-10-20 QQQ INVESCO QQQ TR1.4K shares0.00%2025-09-302025-10-20 ITW ILLINOIS TOOL WKS INC3.2K shares0.00%2025-09-302025-10-20 VTV VANGUARD INDEX FDS4.0K shares0.00%2025-09-302025-10-20 XOM EXXON MOBIL CORP6.6K shares0.00%2025-09-302025-10-20 IVV ISHARES TR1.1K shares0.00%2025-09-302025-10-20 TYL TYLER TECHNOLOGIES INC1.4K shares0.00%2025-09-302025-10-20 SCHB SCHWAB STRATEGIC TR25.1K shares347.55%2025-09-302025-10-20 AVGO BROADCOM INC2.0K shares3.72%2025-09-302025-10-20 PM PHILIP MORRIS INTL INC3.8K shares-13.45%2025-09-302025-10-20 PBHC PATHFINDER BANCORP INC MD38.4K shares0.00%2025-09-302025-10-20 UNH UNITEDHEALTH GROUP INC1.7K shares0.00%2025-09-302025-10-20 VGT VANGUARD WORLD FD768 shares0.00%2025-09-302025-10-20 META META PLATFORMS INC738 shares0.27%2025-09-302025-10-20 VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2025-09-302025-10-20 STX SEAGATE TECHNOLOGY HLDNGS PL2.3K shares0.00%2025-09-302025-10-20 IWD ISHARES TR2.6K shares31.12%2025-09-302025-10-20 MCD MCDONALDS CORP1.7K shares0.00%2025-09-302025-10-20 LMT LOCKHEED MARTIN CORP1.0K shares0.00%2025-09-302025-10-20 HD HOME DEPOT INC1.1K shares1.74%2025-09-302025-10-20 GD GENERAL DYNAMICS CORP1.2K shares0.00%2025-09-302025-10-20 FICO FAIR ISAAC CORP269 shares0.00%2025-09-302025-10-20 ASML ASML HOLDING N V403 shares0.50%2025-09-302025-10-20 MCHP MICROCHIP TECHNOLOGY INC.5.7K shares-14.94%2025-09-302025-10-20 MMM 3M CO2.4K shares-20.33%2025-09-302025-10-20 CI THE CIGNA GROUP1.3K shares0.00%2025-09-302025-10-20 EMR EMERSON ELEC CO2.8K shares0.00%2025-09-302025-10-20 HON HONEYWELL INTL INC1.7K shares2.22%2025-09-302025-10-20 RYN RAYONIER INC13.2K shares0.00%2025-09-302025-10-20 VUG VANGUARD INDEX FDS688 shares0.00%2025-09-302025-10-20 DUK DUKE ENERGY CORP NEW2.6K shares0.04%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS5.3K shares0.00%2025-09-302025-10-20 COF CAPITAL ONE FINL CORP1.5K shares0.00%2025-09-302025-10-20 BAC BANK AMERICA CORP6.0K shares0.00%2025-09-302025-10-20 ORCL ORACLE CORP1.1K shares6.62%2025-09-302025-10-20 SYK STRYKER CORPORATION817 shares2.38%2025-09-302025-10-20 MA MASTERCARD INCORPORATED488 shares0.00%2025-09-302025-10-20 SO SOUTHERN CO2.9K shares0.03%2025-09-302025-10-20 ORLY OREILLY AUTOMOTIVE INC2.5K shares0.00%2025-09-302025-10-20 LRCX LAM RESEARCH CORP2.0K sharesnew addition2025-09-302025-10-20 CRWD CROWDSTRIKE HLDGS INC506 shares7.89%2025-09-302025-10-20 XLK SELECT SECTOR SPDR TR866 shares0.00%2025-09-302025-10-20 MCK MCKESSON CORP314 shares0.00%2025-09-302025-10-20 KLAC KLA CORP220 sharesnew addition2025-09-302025-10-20 SCHF SCHWAB STRATEGIC TR10.1K shares200.84%2025-09-302025-10-20 IP INTERNATIONAL PAPER CO5.0K shares0.00%2025-09-302025-10-20 INTC INTEL CORP6.8K sharesnew addition2025-09-302025-10-20 TTD THE TRADE DESK INC4.5K shares0.02%2025-09-302025-10-20 VTWO VANGUARD SCOTTSDALE FDS2.2K sharesnew addition2025-09-302025-10-20 CVX CHEVRON CORP NEW1.4K shares-6.29%2025-09-302025-10-20 TSLA TESLA INC470 sharesnew addition2025-09-302025-10-20 COST COSTCO WHSL CORP NEW221 shares4.74%2025-09-302025-10-20 AVXL ANAVEX LIFE SCIENCES CORP20.3K shares0.00%2025-09-302025-10-20 IWR ISHARES TR1.8K shares13.12%2025-09-302025-10-20 XLV SELECT SECTOR SPDR TR1.1K shares0.00%2025-09-302025-10-20 IWS ISHARES TR814 shares0.00%2025-09-302025-10-20 EFA ISHARES TR1.0K shares0.00%2025-09-302025-10-20 XLY SELECT SECTOR SPDR TR377 shares0.00%2025-09-302025-10-20 IWM ISHARES TR323 shares0.00%2025-09-302025-10-20 IYW ISHARES TR386 shares0.00%2025-09-302025-10-20 IWP ISHARES TR472 shares0.00%2025-09-302025-10-20 SOXX ISHARES TR213 shares0.00%2025-09-302025-10-20 VTI VANGUARD INDEX FDS167 shares0.00%2025-09-302025-10-20 XLI SELECT SECTOR SPDR TR333 shares0.00%2025-09-302025-10-20 XLE SELECT SECTOR SPDR TR446 shares0.00%2025-09-302025-10-20 FNDF SCHWAB STRATEGIC TR725 shares0.00%2025-09-302025-10-20 FNDE SCHWAB STRATEGIC TR835 shares0.00%2025-09-302025-10-20 SCHA SCHWAB STRATEGIC TR1.1K shares0.00%2025-09-302025-10-20 FNDA SCHWAB STRATEGIC TR840 shares0.00%2025-09-302025-10-20 VBR VANGUARD INDEX FDS124 shares0.00%2025-09-302025-10-20 SCHX SCHWAB STRATEGIC TR894 shares0.00%2025-09-302025-10-20 VBK VANGUARD INDEX FDS77 shares0.00%2025-09-302025-10-20 SCHG SCHWAB STRATEGIC TR712 shares0.00%2025-09-302025-10-20 FNDC SCHWAB STRATEGIC TR387 shares0.00%2025-09-302025-10-20 LGVN LONGEVERON INC22.4K sharesnew addition2025-09-302025-10-20 ICF ISHARES TR220 shares0.00%2025-09-302025-10-20 SCHE SCHWAB STRATEGIC TR345 shares0.00%2025-09-302025-10-20 SCHC SCHWAB STRATEGIC TR214 shares0.00%2025-09-302025-10-20 FNDX SCHWAB STRATEGIC TR348 shares0.00%2025-09-302025-10-20 IWO ISHARES TR13 shares0.00%2025-09-302025-10-20 SCHH SCHWAB STRATEGIC TR184 shares0.00%2025-09-302025-10-20 VB VANGUARD INDEX FDS12 shares0.00%2025-09-302025-10-20 SCHV SCHWAB STRATEGIC TR60 shares0.00%2025-09-302025-10-20 IYR ISHARES TR1 sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available