Hamilton Point Investment Advisors, LLC
186 holdingsFiling period: 2026-03-31Current AUM: $716.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 63 | $45.2M | $45.2M | 6.31% | -1 | 2026-03-31 |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 895.6K | $43.0M | $42.8M | 5.97% | +24.2K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 100.6K | $25.5M | $31.1M | 4.34% | -484 | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 86.1K | $24.7M | $30.7M | 4.28% | -561 | 2026-03-31 |
| 5 | EME | EMCOR GROUP INC | 30.4K | $22.4M | $24.2M | 3.38% | -8,468 | 2026-03-31 |
| 6 | RTX | RTX CORPORATION | 115.9K | $22.4M | $24.9M | 3.48% | -452 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 55.5K | $20.5M | $25.8M | 3.60% | -121 | 2026-03-31 |
| 8 | AXP | AMERICAN EXPRESS CO | 62.1K | $18.8M | $20.9M | 2.91% | -657 | 2026-03-31 |
| 9 | IAU | ISHARES GOLD TR | 205.3K | $18.1M | $15.6M | 2.18% | +1.7K | 2026-03-31 |
| 10 | TJX | TJX COS INC NEW | 105.7K | $16.9M | $16.6M | 2.32% | -724 | 2026-03-31 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 140.1K | $15.5M | $17.6M | 2.45% | +1.6K | 2026-03-31 |
| 12 | DE | DEERE & CO | 24.3K | $13.7M | $14.4M | 2.02% | -305 | 2026-03-31 |
| 13 | AMGN | AMGEN INC | 33.5K | $11.8M | $12.9M | 1.80% | -217 | 2026-03-31 |
| 14 | — | EATON CORP PLC | 29.4K | $10.5M | $10.5M | 1.47% | -296 | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 42.1K | $10.3M | $10.8M | 1.51% | +2.7K | 2026-03-31 |
| 16 | CHD | CHURCH & DWIGHT CO INC | 106.6K | $9.9M | $10.5M | 1.47% | -1,099 | 2026-03-31 |
| 17 | LFUS | LITTELFUSE INC | 29.0K | $9.8M | $12.8M | 1.79% | -183 | 2026-03-31 |
| 18 | AVEM | AMERICAN CENTY ETF TR | 120.0K | $9.7M | $10.7M | 1.50% | -- | 2026-03-31 |
| 19 | CMI | CUMMINS INC | 17.8K | $9.6M | $11.3M | 1.58% | -201 | 2026-03-31 |
| 20 | NEE | NEXTERA ENERGY INC | 102.0K | $9.5M | $8.9M | 1.24% | -273 | 2026-03-31 |
| 21 | HUBB | HUBBELL INC | 19.3K | $9.5M | $9.1M | 1.27% | -215 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 29.0K | $8.5M | $10.2M | 1.42% | -274 | 2026-03-31 |
| 23 | ADP | AUTOMATIC DATA PROCESSING IN | 39.9K | $8.2M | $10.7M | 1.50% | -217 | 2026-03-31 |
| 24 | CSCO | CISCO SYS INC | 105.0K | $8.1M | $12.2M | 1.70% | -335 | 2026-03-31 |
| 25 | WMT | WALMART INC | 64.8K | $8.1M | $7.2M | 1.01% | -1,441 | 2026-03-31 |
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