Hamilton Point Investment Advisors, LLC reported 126 positions worth $615.17M for the quarter ended Jun 30, 2026, up 9.2% on the prior quarter. It opened 11 new positions, added to 24, trimmed 58 and exited 4. Its largest holding is Berkshire Hathaway Inc at 6.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| ASML Asml Holding Nv | +3,158 +791.5% | $6.28M | 1.15% |
| LH Labcorp Holdings Inc. | +17.7K | $4.96M | 0.805% |
| BRK-B Berkshire Hathaway Inc | +1,498 +25.2% | $749.58K | 0.605% |
| MRVL Marvell Technology, Inc. | +1,874 | $558.25K | 0.091% |
| CRWD CrowdStrike Holdings, Inc. | +1,892 | $360.97K | 0.059% |
| KLAC Kla Corp | +1,098 | $331.16K | 0.054% |
| FTNT Fortinet, Inc. | +1,859 | $285.58K | 0.046% |
| C Citigroup Inc | +1,658 | $232.12K | 0.038% |
| JBL Jabil Inc | +585 | $225.51K | 0.037% |
| CMI Cummins Inc | +308 +1.7% | $219.67K | 2.1% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| BDX Becton Dickinson & Co | -29.8K -100.0% | $4.68M | Exited |
| BRK-A Berkshire Hathaway Inc | -6 -9.5% | $4.49M | 6.94% |
| NKE NIKE, Inc. | -59.5K -100.0% | $3.17M | Exited |
| AMD Advanced Micro Devices Inc | -793 -14.0% | $460.66K | 0.46% |
| RTX RTX Corp | -1,881 -1.6% | $356.88K | 3.52% |
| MSFT Microsoft Corp | -952 -1.7% | $355.11K | 3.31% |
| CHD Church & Dwight Co Inc | -2,538 -2.4% | $245.88K | 1.64% |
| STX Seagate Technology Holdings plc | -250 -11.4% | $241.44K | 0.306% |
| TMUS T-Mobile US, Inc. | -1,073 -100.0% | $225.36K | Exited |
| NEM NEWMONT Corp | -1,968 -100.0% | $213.03K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LH Labcorp Holdings Inc. | +17.7K | $4.96M | 0.805% |
| MRVL Marvell Technology, Inc. | +1,874 | $558.25K | 0.091% |
| CRWD CrowdStrike Holdings, Inc. | +1,892 | $360.97K | 0.059% |
| KLAC Kla Corp | +1,098 | $331.16K | 0.054% |
| FTNT Fortinet, Inc. | +1,859 | $285.58K | 0.046% |
| C Citigroup Inc | +1,658 | $232.12K | 0.038% |
| JBL Jabil Inc | +585 | $225.51K | 0.037% |
| PSA Public Storage | +655 | $208.49K | 0.034% |
| HONA Honeywell Aerospace Inc. | +924 | $204.28K | 0.033% |
| TSLA Tesla, Inc. | +484 | $203.57K | 0.033% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 57 | $42.68M | 6.94% | -6 | -9.5% | Reduced | 0.01% |
| 2 | GOOG Alphabet Inc. | Technology | 85.8K | $30.30M | 4.93% | -322 | -0.4% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 100.3K | $29.03M | 4.72% | -314 | -0.3% | Reduced | 0% |
| 4 | EME EMCOR Group, Inc. | Industrials | 30.4K | $25.23M | 4.1% | +1 | +0.0% | Added | 0.07% |
| 5 | RTX RTX Corp | Industrials | 114.0K | $21.63M | 3.52% | -1,881 | -1.6% | Reduced | 0.01% |
| 6 | AXP American Express Co | Financial Services | 62.0K | $20.97M | 3.41% | -90 | -0.1% | Reduced | 0.01% |
| 7 | DELL Dell Technologies Inc. | Technology | 47.9K | $20.68M | 3.36% | +46 | +0.1% | Added | 0.01% |
| 8 | MSFT Microsoft Corp | Technology | 54.5K | $20.34M | 3.31% | -952 | -1.7% | Reduced | 0% |
| 9 | TJX Tjx Companies Inc | Consumer Discretionary | 105.0K | $15.91M | 2.59% | -710 | -0.7% | Reduced | 0.01% |
| 10 | IAU Ishares Gold Trust | Others | 205.9K | $15.54M | 2.53% | +554 | +0.3% | Added | 0.03% |
| 11 | DE Deere & Co | Industrials | 24.2K | $15.40M | 2.5% | -92 | -0.4% | Reduced | 0.01% |
| 12 | LFUS Littelfuse Inc | Technology | 29.0K | $13.20M | 2.15% | +20 | +0.1% | Added | 0.11% |
| 13 | CMI Cummins Inc | Industrials | 18.1K | $12.92M | 2.1% | +308 | +1.7% | Added | 0.01% |
| 14 | ETN Eaton Corp plc | Industrials | 29.4K | $12.53M | 2.04% | +22 | +0.1% | Added | 0.01% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 105.0K | $12.34M | 2.01% | +22 | +0.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Hamilton Point Investment Advisors.
As of its Q2 2026 13F filing, Hamilton Point Investment Advisors, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 6.9%, Alphabet Inc. (GOOG) at 4.9%, Apple Inc. (AAPL) at 4.7%, EMCOR Group, Inc. (EME) at 4.1%, RTX Corp (RTX) at 3.5% of the reported portfolio.
Hamilton Point Investment Advisors, LLC reported a 13F portfolio worth $615.17M across 126 positions for Q2 2026. That is up 9.2% from the previous quarter.
Its largest purchases by value were Asml Holding Nv ($6.28M), Labcorp Holdings Inc. ($4.96M), Berkshire Hathaway Inc ($749.58K). It opened 11 new positions.
Its largest sales by value were Becton Dickinson & Co ($4.68M), Berkshire Hathaway Inc ($4.49M), NIKE, Inc. ($3.17M). It exited 4 positions entirely.
From the Form 13F-HR reports Hamilton Point Investment Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.