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  Name: Hamilton Point Investment Advisors LLC
  City: Chapel Hill
  State: NC
  Zip: 27514
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $556,092,000
  Total Value Change : $1,753,000
  Securities Held Change : -4
   
All Securities Held : 155
  New Positions : 9
  Closed Positions : 13
  Increased Positions : 58
  Unchanged Positions : 51
  Decreased Positions : 37

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 1 - $717,180.00 $55,092,000 69 9.91% 8,109,000 0 0.001    Property & Casualty I...
   (AAPL)1 Year Chart         AAPL Apple Inc 2 - $212.41 $23,142,000 104,181 4.16% -2,873,000 296 0.001    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 3 - $501.48 $20,703,000 55,151 3.72% -2,629,000 -204 0.001    Application Software
   (AXP)1 Year Chart         AXP American Express Co 4 - $325.24 $17,723,000 65,871 3.19% -1,755,000 244 0.008    Credit Services
   (RTX)1 Year Chart         RTX RTX Corp 5 - $101.02 $15,993,000 120,742 2.88% 2,029,000 75 0.008    Conglomerates
   (EME)1 Year Chart         EME Emcor Group Inc 6 - $547.59 $14,818,000 40,088 2.66% -7,733,000 -9,594 0.073    General Contractors
   (GOOG)1 Year Chart         GOOG Alphabet Inc 7 - $178.70 $14,072,000 90,073 2.53% -3,075,000 33 0.001    Search Engines & Info...
   (TJX)1 Year Chart         TJX TJX Companies Inc 8 - $124.16 $13,263,000 108,890 2.39% 103,000 -41 0.009    Discount, Variety Stores
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 9 - $305.82 $12,834,000 41,794 2.31% 489,000 -157 0.01    Business Software & S...
   (CHD)1 Year Chart         CHD Church & Dwight Co Inc 10 - $99.09 $12,466,000 113,232 2.24% 600,000 -88 0.046    Cleaning Products
   (DE)1 Year Chart         DE Deere & Co 11 - $519.20 $11,796,000 25,047 2.12% 1,146,000 8 0.008    Farm & Construction M...
   (AMGN)1 Year Chart         AMGN Amgen Inc 12 - $300.37 $10,907,000 35,010 1.96% 1,729,000 -204 0.006    Biotechnology
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 13 - $62.67 $9,752,000 165,396 1.75% 3,288,000 34,843 0.009    Closed - End Fund - E...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 14 - $95.81 $9,328,000 107,012 1.68% -857,000 1,501 0.024    N/A
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 15 - $176.50 $9,174,000 58,025 1.65% -1,473,000 530 0.047    Home Furnishing Stores
   (NICE)1 Year Chart         NICE NICE Systems Ltd (ADR) 16 - $163.01 $9,155,000 59,385 1.65% 4,032,000 29,221 0.095    Computer Peripherals
   (V)1 Year Chart         V Visa Inc 17 - $355.88 $9,034,000 25,777 1.62% 934,000 147 0.002    Business Services
   (WM)1 Year Chart         WM Waste Management Inc 18 - $225.65 $8,875,000 38,335 1.6% 1,133,000 -34 0.009    Waste Management
   (DHR)1 Year Chart         DHR Danaher Corp 19 - $205.51 $8,560,000 41,691 1.54% -1,046,000 -108 0.006    General Building Mate...
   (FFIV)1 Year Chart         FFIV F5 Networks Inc 20 - $191.13 $8,408,000 31,578 1.51% 438,000 -116 0.052    Internet Software & S...
   (ACN)1 Year Chart         ACN Accenture Plc 21 - $288.36 $8,292,000 26,574 1.49% -1,072,000 -45 0.004    Management Services
   (ETN)1 Year Chart         ETN Eaton Corp 22 - $357.64 $8,109,000 29,831 1.46% -1,770,000 62 0.007    Diversified Machinery
   (RELX)1 Year Chart         RELX RELX Plc (ADR) 23 - $54.19 $8,013,000 158,961 1.44% 809,000 359 0.008    Publishing
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 24 - $371.43 $7,674,000 20,008 1.38% -1,253,000 -67 0.004    Application Software
   (NEE)1 Year Chart         NEE NextEra Energy 25 - $74.64 $7,352,000 103,711 1.32% 0 1,157 0.005    Electric Utilities
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 26 - $288.19 $7,347,000 29,950 1.32% 183,000 62 0.001    Domestic Money Center...
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 27 - $177.50 $7,312,000 31,921 1.31% 137,000 294 0.011    Medical Instruments &...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 28 - $157.69 $7,083,000 42,711 1.27% 945,000 268 0.002    Drug Manufacturers - ...
   (IBM)1 Year Chart         IBM International Business Mach... 29 - $287.43 $6,859,000 27,583 1.23% 854,000 265 0.003    Diversified Computer ...
   (ROP)1 Year Chart         ROP Roper Industries Inc 30 - $549.80 $6,838,000 11,598 1.23% 797,000 -22 0.011    Diversified Machinery
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 31 - $68.76 $6,787,000 109,984 1.22% 312,000 615 0.003    Networking & Communic...
   (WSO)1 Year Chart         WSO Watsco Inc 32 - $476.29 $6,751,000 13,282 1.21% 478,000 46 0.037    Building Materials Wh...
   (HUBB)1 Year Chart         HUBB Hubbell Inc 33 - $422.26 $6,708,000 20,272 1.21% -1,754,000 71 0.037    Electronics Wholesale
   (MAIN)1 Year Chart         MAIN Main Street Capital Corp 34 - $62.23 $6,696,000 118,394 1.2% -192,000 803 0.18    Restaurants
   (UL)1 Year Chart         UL Unilever Plc (ADR) 35 - $61.47 $6,515,000 109,407 1.17% 280,000 -557 0.009    Food - Major Diversified
   (LFUS)1 Year Chart         LFUS LittelFuse Inc 36 - $237.79 $6,225,000 31,640 1.12% -985,000 1,042 0.13    Industrial Electrical...
   (MGRC)1 Year Chart         MGRC Mcgrath Rentcorp 37 - $121.37 $6,051,000 54,314 1.09% -1,000 192 0.225    Rental & Leasing Serv...
   (CMI)1 Year Chart         CMI Cummins Inc 38 - $340.03 $5,866,000 18,715 1.05% -632,000 74 0.013    Diversified Machinery
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 39 - $60.24 $5,865,000 66,632 1.05% -2,510,000 -25,856 0.002    Discount, Variety Stores
   (VZ)1 Year Chart         VZ Verizon Communications Inc 40 - $42.03 $5,716,000 126,015 1.03% 3,208,000 63,302 0.003    Telecom Services - Do...
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 41 - $238.59 $5,664,000 23,277 1.02% 395,000 60 0.02    Business Services
   (WTRG)1 Year Chart         WTRG Essential Utilities Ord Shs 42 - $51.94 $5,285,000 133,698 0.95% 517,000 2,427 0.055    Water Utilities
   (PAYX)1 Year Chart         PAYX Paychex Inc 43 - $145.31 $5,138,000 33,305 0.92% 468,000 -1 0.009    Staffing & Outsourcin...
   (CL)1 Year Chart         CL Colgate Palmolive Co 44 - $90.62 $4,766,000 50,863 0.86% 147,000 59 0.006    Personal Products
   (POOL)1 Year Chart         POOL Pool Corporation 45 - $311.30 $4,623,000 14,523 0.83% -201,000 374 0.034    Wholesale, Other
   (PFE)1 Year Chart         PFE Pfizer Inc 46 - $25.78 $4,450,000 175,596 0.8% 519,000 27,431 0.003    Drug Manufacturers - ...
   (COO)1 Year Chart         COO Cooper Companies Inc 47 - $76.70 $4,350,000 51,569 0.78% -403,000 -137 0.026    Medical Instruments &...
   (MDT)1 Year Chart         MDT Medtronic Plc 48 New $89.40 $4,346,000 47,991 0.78% 4,346,000 47,991 0.004    Medical Appliances & ...
   (EXP)1 Year Chart         EXP Eagle Materials Inc 49 - $226.66 $4,337,000 19,522 0.78% -112,000 1,510 0.047    General Building Mate...
   (GPC)1 Year Chart         GPC Genuine Parts Co 50 - $126.02 $4,204,000 34,982 0.76% 114,000 247 0.024    Auto Parts Wholesale
   (LLY)1 Year Chart         LLY Eli Lilly & Co 51 - $790.65 $4,196,000 5,080 0.75% 275,000 1 0.001    Drug Manufacturers - ...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 52 - $625.82 $4,090,000 7,289 0.74% -243,000 -80 0    Closed - End Fund - E...
   (BIPC)1 Year Chart         BIPC Brookfield Infrastructure O... 53 - $41.41 $4,015,000 110,953 0.72% -369,000 1,390 0.084    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc 54 - $219.66 $3,834,000 21,337 0.69% -4,118,000 -21,069 0.002    Semiconductor- Broad...
   (EOG)1 Year Chart         EOG EOG Resources Inc 55 - $121.73 $3,741,000 29,169 0.67% 165,000 -4 0.005    Independent Oil & Gas
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 56 - $164.10 $3,702,000 34,155 0.67% -885,000 0 0    Semiconductor - Speci...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 57 - $164.64 $3,563,000 20,834 0.64% 599,000 3,329 0.019    Confectioners
   (NKE)1 Year Chart         NKE Nike Inc B 58 - $74.62 $3,563,000 55,772 0.64% -559,000 1,584 0    Textile - Apparel Foo...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 59 - $478.27 $2,873,000 5,395 0.52% 428,000 0 0    Property & Casualty I...
   (RIO)1 Year Chart         RIO Rio Tinto Plc (ADR) 60 - $60.10 $2,767,000 44,385 0.5% 168,000 194 0.004    Gold
   (SPGI)1 Year Chart         SPGI S&P Global Inc 61 - $529.83 $1,935,000 3,808 0.35% 39,000 0 0.001    Publishing
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 62 - $575.29 $1,467,000 2,855 0.26% -114,000 -80 0    Closed - End Fund - E...
   (GWW)1 Year Chart         GWW WW Grainger Inc 63 - $1,047.87 $1,359,000 1,376 0.24% -91,000 0 0.003    Electronics Wholesale
   (ABT)1 Year Chart         ABT Abbott Laboratories 64 - $133.60 $1,308,000 9,858 0.24% 193,000 3 0.001    Drug Manufacturers - ...
   (JGRW)1 Year Chart         JGRW Jensen Quality Growth ETF 65 New $0.00 $1,300,000 51,031 0.23% 1,300,000 51,031 0.567    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 66 - $195.00 $1,288,000 6,145 0.23% 194,000 -11 0    Drug Manufacturers - ...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 67 - $214.71 $1,263,000 5,174 0.23% 254,000 425 0.001    Insurance Brokers
   (UNP)1 Year Chart         UNP Union Pacific Corp 68 - $237.00 $1,215,000 5,145 0.22% 39,000 -12 0.001    Railroads
   (PEP)1 Year Chart         PEP Pepsico Inc 69 - $136.08 $1,002,000 6,683 0.18% -28,000 -24 0    Beverage Soft Drinks...
   (PG)1 Year Chart         PG Procter & Gamble Co 70 - $158.49 $989,000 5,802 0.18% 16,000 0 0    Cleaning Products
   (KO)1 Year Chart         KO Coca-Cola Co 71 - $69.77 $954,000 13,229 0.17% 121,000 -153 0    Beverage Soft Drinks...
   (MRK)1 Year Chart         MRK Merck & Co Inc 72 - $84.02 $919,000 10,142 0.17% -93,000 53 0    Drug Manufacturers - ...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 73 - $227.91 $898,000 3,849 0.16% -60,000 -32 0.001    Home Improvement Stores
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 74 - $299.51 $840,000 1,604 0.15% -44,000 -143 0    Health Care Plans
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 75 - $222.26 $833,000 4,378 0.15% -127,000 0 0    Internet Software & S...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 76 - $428.72 $823,000 2,278 0.15% -92,000 0 0.001    Closed - End Fund - E...
   (TYL)1 Year Chart         TYL Tyler Technologies Inc 77 - $559.90 $791,000 1,361 0.14% 6,000 0 0.003    Information Technolog...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 79 - $144.16 $788,000 7,668 0.14% -138,000 0 0    Semiconductor- Broad...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 80 - $177.62 $788,000 5,097 0.14% -83,000 494 0    Search Engines & Info...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 78 - $262.12 $788,000 3,158 0.14% -17,000 0 0.002    Diversified Machinery
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 81 - $306.20 $783,000 2,716 0.14% 268,000 587 0.001    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 82 - $114.93 $780,000 6,557 0.14% 70,000 -47 0    Integrated Oil & Gas
   (PM)1 Year Chart         PM Philip Morris International... 83 - $180.99 $710,000 4,436 0.13% 184,000 117 0    Cigarettes & Other To...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 84 - $179.40 $697,000 4,034 0.13% 78,000 379 0.001    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 85 - $555.45 $653,000 1,391 0.12% -58,000 0 0    Closed - End Fund - Debt
   (PBHC)1 Year Chart         PBHC Pathfinder Bancorp Inc 86 - $15.22 $632,000 38,429 0.11% -41,000 0 0.898    Savings & Loans
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 87 - $628.85 $600,000 1,067 0.11% -28,000 0 0    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 88 - $298.39 $537,000 1,719 0.1% 218,000 620 0    Restaurants
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 89 New $0.00 $535,000 10,555 0.1% 535,000 10,555 0.001    N/A
   (FICO)1 Year Chart         FICO Fair Isaac Corp 90 - $1,584.38 $496,000 269 0.09% -40,000 0 0.001    Business Services
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 91 - $207.25 $480,000 2,476 0.09% -5,000 0 0.001    Closed - End Fund - Debt
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 92 - $464.31 $459,000 1,027 0.08% -51,000 -23 0    Aerospace/Defense - M...
   (MMM)1 Year Chart         MMM 3M Co 93 - $157.32 $433,000 2,951 0.08% 52,000 0 0.001    Conglomerates
   (META)1 Year Chart         META Meta Platforms Inc 94 - $727.24 $424,000 736 0.08% -7,000 0 0    Internet Service Prov...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 95 - $674.58 $417,000 768 0.07% -73,000 -20 0    Closed - End Fund - E...
   (CI)1 Year Chart         CI Cigna Corporation 96 - $308.78 $415,000 1,261 0.07% 65,000 -6 0    Health Care Plans
   (HD)1 Year Chart         HD Home Depot Inc 97 - $373.30 $402,000 1,097 0.07% -40,000 -39 0    Home Improvement Stores
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 98 - $197.34 $370,000 1,965 0.07% 6,000 0 0.001    Closed - End Fund - E...
   (RYN)1 Year Chart         RYN Rayonier Inc 99 - $23.53 $368,000 13,183 0.07% 16,000 563 0.01    Property Management
   (HON)1 Year Chart         HON Honeywell International Inc 100 - $236.77 $352,000 1,663 0.06% -24,000 0 0    Conglomerates

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