Hamilton Point Investment Advisors, LLC
193 holdingsFiling period: 2026-06-30Current AUM: $728.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Charlotte Fds | 919.3K | $44.5M | $43.4M | 5.96% | +23.7K | 2026-06-30 |
| 2 | BRK-A | Berkshire Hathaway Inc Del | 57 | $42.7M | $42.7M | 5.86% | -6 | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 85.8K | $30.3M | $26.9M | 3.70% | -322 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 100.3K | $29.0M | $34.5M | 4.73% | -314 | 2026-06-30 |
| 5 | EME | Emcor Group Inc | 30.4K | $25.2M | $20.2M | 2.78% | +1 | 2026-06-30 |
| 6 | RTX | Rtx Corporation | 114.0K | $21.6M | $22.5M | 3.09% | -1,881 | 2026-06-30 |
| 7 | AXP | American Express Co | 62.0K | $21.0M | $19.5M | 2.68% | -90 | 2026-06-30 |
| 8 | DELL | Dell Technologies Inc | 47.9K | $20.7M | $22.4M | 3.07% | +46 | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 54.5K | $20.3M | $29.0M | 3.99% | -952 | 2026-06-30 |
| 10 | AVUV | American Centy ETF TR | 141.7K | $17.7M | $17.4M | 2.39% | +1.6K | 2026-06-30 |
| 11 | TJX | Tjx Cos Inc New | 105.0K | $15.9M | $15.1M | 2.07% | -710 | 2026-06-30 |
| 12 | IAU | iShares Gold TR | 205.9K | $15.5M | $15.5M | 2.13% | +554 | 2026-06-30 |
| 13 | DE | Deere & Co | 24.2K | $15.4M | $15.6M | 2.14% | -92 | 2026-06-30 |
| 14 | LFUS | Littelfuse Inc | 29.0K | $13.2M | $10.6M | 1.45% | +20 | 2026-06-30 |
| 15 | CMI | Cummins Inc | 18.1K | $12.9M | $9.5M | 1.30% | +308 | 2026-06-30 |
| 16 | — | Eaton Corp PLC | 29.4K | $12.5M | $12.5M | 1.72% | +22 | 2026-06-30 |
| 17 | CSCO | Cisco Sys Inc | 105.0K | $12.3M | $11.6M | 1.59% | +22 | 2026-06-30 |
| 18 | AVEM | American Centy ETF TR | 127.4K | $12.3M | $11.1M | 1.52% | +7.4K | 2026-06-30 |
| 19 | AMGN | Amgen Inc | 33.1K | $12.0M | $14.7M | 2.02% | -349 | 2026-06-30 |
| 20 | JNJ | Johnson & Johnson | 41.8K | $10.6M | $11.1M | 1.53% | -304 | 2026-06-30 |
| 21 | HUBB | Hubbell Inc | 19.4K | $10.2M | $8.9M | 1.22% | +138 | 2026-06-30 |
| 22 | CHD | Church & Dwight Co Inc | 104.1K | $10.1M | $11.0M | 1.50% | -2,538 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 29.1K | $9.5M | $9.7M | 1.33% | +71 | 2026-06-30 |
| 24 | NEE | Nextera Energy Inc | 104.2K | $9.1M | $8.5M | 1.17% | +2.2K | 2026-06-30 |
| 25 | WSM | Williams Sonoma Inc | 38.6K | $9.0M | $9.6M | 1.32% | +437 | 2026-06-30 |
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