HP
| |
Hamilton Point Investment Advisors, LLC13F | |
| Hamilton Point Investment Advisors, LLC | |
| Last update 2025-05-07 | 155 Stocks (9 new) |
| Value $556.00 Mil | Turnover 3 % |
Hamilton Point Investment Advi... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 69 | 55,092.5 | 0% | 9.910 | 0% | 0.000 | -8.37% | +4.96% | 1,030,137.3 | Insurance | |
AAPL | Apple Inc | 104,181 | 23,141.7 | +0.28% | 4.160 | +0.01% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 55,151 | 20,703.2 | -0.37% | 3.720 | -0.02% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AXP | American Express Co | 65,871 | 17,722.7 | +0.37% | 3.190 | +0.01% | 0.010 | +20.79% | +3.32% | 211,645.6 | Credit Services | |
RTX | RTX Corp | 120,742 | 15,993.4 | +0.06% | 2.880 | 0% | 0.010 | +31.81% | +30.22% | 199,670.3 | Aerospace & Defense | |
EME | EMCOR Group Inc | 40,088 | 14,817.8 | -19.31% | 2.660 | -0.77% | 0.090 | +49.85% | +23.35% | 25,018.8 | Construction | |
GOOG | Alphabet Inc | 90,073 | 14,072.1 | +0.04% | 2.530 | 0% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
TJX | TJX Companies Inc | 108,890 | 13,262.8 | -0.04% | 2.390 | 0% | 0.010 | +0.24% | +4.62% | 140,121.3 | Retail - Cyclical | |
ADP | Automatic Data Processing Inc | 41,794 | 12,833.8 | -0.37% | 2.310 | -0.01% | 0.010 | +3.96% | +4.57% | 122,986.5 | Software | |
CHD | Church & Dwight Co Inc | 113,232 | 12,465.7 | -0.08% | 2.240 | 0% | 0.050 | -5.23% | -5.75% | 24,162.3 | Consumer Packaged Goods |
Hamilton Point Investment Advisors, LLC's Historical Top Holdings Breakdowns
Hamilton Point Investment Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NICE | NICE Ltd | 2025-03-31 | Add Add | +0.81% | 139.18 ($159.98) 178.5 | $158.88 | -0.69% | Add 96.87% | 59,385 | 29,221 | |
MDT | Medtronic PLC | 2025-03-31 | New Buy New Buy | +0.78% | 79.84 ($89.48) 94.5 | $91.65 | 2.43% | New holding | 47,991 | 47,991 | |
EME | EMCOR Group Inc | 2025-03-31 | Reduce Reduce | -0.77% | 361.16 ($432.5) 535.99 | $558.98 | 29.24% | Reduce -19.31% | 40,088 | -9,594 | |
TXN | Texas Instruments Inc | 2025-03-31 | Reduce Reduce | -0.70% | 173.6 ($187.2) 203.96 | $214.92 | 14.81% | Reduce -49.68% | 21,337 | -21,069 | |
VZ | Verizon Communications Inc | 2025-03-31 | Add Add | +0.52% | 37.81 ($41.63) 46.49 | $42.96 | 3.19% | Add 100.94% | 126,015 | 63,302 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.41% | 84.5 ($93.81) 105.05 | $95.85 | 2.17% | Reduce -27.96% | 66,632 | -25,856 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.37% | 49.74 ($54.09) 58.96 | $64.70 | 19.62% | Add 26.69% | 165,396 | 34,843 | |
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.12% | 25.01 ($26.17) 27.13 | $25.14 | -3.94% | Add 18.51% | 175,596 | 27,431 | |
HSY | The Hershey Co | 2025-03-31 | Add Add | +0.10% | 144.74 ($163.72) 186.36 | $181.69 | 10.98% | Add 19.02% | 20,834 | 3,329 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | New Buy New Buy | +0.10% | 50.48 ($50.78) 51.04 | $50.71 | -0.14% | New holding | 10,555 | 10,555 |
Hamilton Point Investment Advisors, LLC Total Holding History ($B)
Hamilton Point Investment Advisors, LLC's Asset Allocation
Hamilton Point Investment Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Hamilton Point Investment Advisors, LLC's Hypothetical Growth since 2025-03-31
Hamilton Point Investment Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hamilton Point Investment Advisors, LLC's Holdings Heat Map
Size field:
Hamilton Point Investment Advisors, LLC's Holdings Bubble Chart
Hamilton Point Investment Advisors, LLC News
- 1
Discussions on Hamilton Point Investment Advisors, LLC
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers