The Analysis of Hamilton Point Investment Advisors, LLC's Holdings
Currently, Hamilton Point Investment Advisors, LLC holds 189 types of securities in its portfolio with a total value $657.7M. In the most recent quarter, they have increased their positions in N/A (+91.4K shares, valued at $6.0M), CL (+45.0K shares, valued at $3.6M), VITL (+100.0K shares, valued at $3.2M); decreased their positions in BRK.A (-5 shares, valued at $3.8M), NICE (-8.7K shares, valued at $981.3K), BDX (-2.3K shares, valued at $438.8K); initiated new positions in N/A (+91.4K shares, valued at $6.0M), VITL (+100.0K shares, valued at $3.2M), GLW (+3.6K shares, valued at $315.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.A BERKSHIRE HATHAWAY INC DEL64 shares-7.25%2025-12-312026-02-12
BNDX VANGUARD CHARLOTTE FDS871.4K shares5.07%2025-12-312026-02-12 AAPL APPLE INC101.1K shares1.14%2025-12-312026-02-12 ALPHABET INC ALPHABET INC86.6K shares0.53%2025-12-312026-02-12 MSFT MICROSOFT CORP55.6K shares4.69%2025-12-312026-02-12 EME EMCOR GROUP INC38.9K shares0.54%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO62.7K shares-0.39%2025-12-312026-02-12 RTX RTX CORPORATION116.3K shares-0.22%2025-12-312026-02-12 TJX TJX COS INC NEW106.4K shares0.09%2025-12-312026-02-12 AVUV AMERICAN CENTY ETF TR138.5K shares2.73%2025-12-312026-02-12 DE DEERE & CO24.6K shares0.70%2025-12-312026-02-12 AMGN AMGEN INC33.7K shares-0.32%2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING IN40.1K shares1.46%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.29.3K shares1.36%2025-12-312026-02-12 CMI CUMMINS INC18.0K shares0.47%2025-12-312026-02-12 CHD CHURCH & DWIGHT CO INC107.7K shares-0.14%2025-12-312026-02-12 CRM SALESFORCE INC33.4K shares0.05%2025-12-312026-02-12 DHR DANAHER CORPORATION38.6K shares-0.13%2025-12-312026-02-12 HUBBELL INC HUBBELL INC19.5K shares0.43%2025-12-312026-02-12 V VISA INC24.6K shares0.37%2025-12-312026-02-12 NEE NEXTERA ENERGY INC102.2K shares0.20%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON39.5K shares-2.05%2025-12-312026-02-12 CSCO CISCO SYS INC105.4K shares0.40%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS27.0K shares-0.86%2025-12-312026-02-12 NVDA NVIDIA CORPORATION40.5K shares26.81%2025-12-312026-02-12 CL COLGATE PALMOLIVE CO93.7K shares92.42%2025-12-312026-02-12 WMT WALMART INC66.2K shares0.81%2025-12-312026-02-12 LFUS LITTELFUSE INC29.2K shares-0.71%2025-12-312026-02-12 ROP ROPER TECHNOLOGIES INC16.0K shares45.85%2025-12-312026-02-12 MAIN MAIN STR CAP CORP114.0K shares-0.84%2025-12-312026-02-12 WSM WILLIAMS SONOMA INC38.3K shares0.64%2025-12-312026-02-12 ADBE ADOBE INC18.3K shares-0.83%2025-12-312026-02-12 RELX RELX PLC156.8K shares-0.05%2025-12-312026-02-12 DELL DELL TECHNOLOGIES INC47.8K shares0.31%2025-12-312026-02-12 UNILEVER PLC UNILEVER PLC91.4K sharesnew addition2025-12-312026-02-12 EXP EAGLE MATLS INC27.8K shares48.64%2025-12-312026-02-12 NICE NICE LTD48.5K shares-15.18%2025-12-312026-02-12 BDX BECTON DICKINSON & CO28.2K shares-7.43%2025-12-312026-02-12 LLY ELI LILLY & CO5.0K shares0.34%2025-12-312026-02-12 MGRC MCGRATH RENTCORP51.2K shares-0.85%2025-12-312026-02-12 WM WASTE MGMT INC DEL24.2K shares1.30%2025-12-312026-02-12 BR BROADRIDGE FINL SOLUTIONS IN23.1K shares1.64%2025-12-312026-02-12 WTRG ESSENTIAL UTILS INC132.8K shares0.73%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC124.2K shares-0.88%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR7.1K shares0.00%2025-12-312026-02-12 WSO WATSCO INC13.0K shares-0.57%2025-12-312026-02-12 GPC GENUINE PARTS CO33.7K shares-0.11%2025-12-312026-02-12 PFE PFIZER INC158.2K shares-8.77%2025-12-312026-02-12 HSY HERSHEY CO20.7K shares0.06%2025-12-312026-02-12 TXN TEXAS INSTRS INC21.0K shares1.40%2025-12-312026-02-12 PAYX PAYCHEX INC31.1K shares-1.64%2025-12-312026-02-12 RIO RIO TINTO PLC41.3K shares-2.23%2025-12-312026-02-12 NKE NIKE INC51.0K shares-2.22%2025-12-312026-02-12 VITL VITAL FARMS INC100.0K sharesnew addition2025-12-312026-02-12 EOG EOG RES INC28.6K shares0.09%2025-12-312026-02-12 SPGI S&P GLOBAL INC3.8K shares0.00%2025-12-312026-02-12 ALPHABET INC ALPHABET INC4.9K shares1.92%2025-12-312026-02-12 JGRW TRUST FOR PROFESSIONAL MANAG52.5K shares6.05%2025-12-312026-02-12 ABBV ABBVIE INC6.2K shares1.37%2025-12-312026-02-12 GWW WW GRAINGER INC1.3K shares0.00%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC5.9K shares-4.30%2025-12-312026-02-12 ABT ABBOTT LABS10.0K shares1.61%2025-12-312026-02-12 UNP UNION PAC CORP5.3K shares2.10%2025-12-312026-02-12 IWF ISHARES TR2.5K shares10.11%2025-12-312026-02-12 AMZN AMAZON COM INC4.9K shares9.75%2025-12-312026-02-12 XOM EXXON MOBIL CORP8.5K shares28.73%2025-12-312026-02-12 KO COCA COLA CO14.3K shares8.12%2025-12-312026-02-12 PEP PEPSICO INC6.8K shares3.77%2025-12-312026-02-12 MMC MARSH & MCLENNAN COS INC5.2K shares0.62%2025-12-312026-02-12 LOW LOWES COS INC3.9K shares0.10%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO6.1K shares0.86%2025-12-312026-02-12 IVV ISHARES TR1.2K shares13.87%2025-12-312026-02-12 GLD SPDR GOLD TR2.1K shares-27.37%2025-12-312026-02-12 ITW ILLINOIS TOOL WKS INC3.2K shares1.93%2025-12-312026-02-12 META META PLATFORMS INC1.2K shares60.16%2025-12-312026-02-12 VTV VANGUARD INDEX FDS3.8K shares-6.49%2025-12-312026-02-12 BROADCOM INC BROADCOM INC1.9K shares-1.23%2025-12-312026-02-12 SCHB SCHWAB STRATEGIC TR25.1K shares0.00%2025-12-312026-02-12 TYL TYLER TECHNOLOGIES INC1.4K shares0.00%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS2.7K shares10.10%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC3.7K shares-3.90%2025-12-312026-02-12 VGT VANGUARD WORLD FD768 shares0.00%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP1.2K shares12.37%2025-12-312026-02-12 PBHC PATHFINDER BANCORP INC MD38.4K shares0.00%2025-12-312026-02-12 MCD MCDONALDS CORP1.8K shares1.80%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC1.6K shares-3.41%2025-12-312026-02-12 IWD ISHARES TR2.5K shares-2.32%2025-12-312026-02-12 FICO FAIR ISAAC CORP269 shares0.00%2025-12-312026-02-12 ASML ASML HOLDING N V403 shares0.00%2025-12-312026-02-12 MCHP MICROCHIP TECHNOLOGY INC.6.7K shares17.60%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW457 shares106.79%2025-12-312026-02-12 HD HOME DEPOT INC1.1K shares1.44%2025-12-312026-02-12 MMM 3M CO2.4K shares0.00%2025-12-312026-02-12 EMR EMERSON ELEC CO2.7K shares-0.83%2025-12-312026-02-12 HON HONEYWELL INTL INC1.9K shares8.63%2025-12-312026-02-12 COF CAPITAL ONE FINL CORP1.5K shares0.00%2025-12-312026-02-12 BAC BANK AMERICA CORP6.0K shares-0.13%2025-12-312026-02-12 MCK MCKESSON CORP394 shares25.48%2025-12-312026-02-12 GLW CORNING INC3.6K sharesnew addition2025-12-312026-02-12 MA MASTERCARD INCORPORATED524 shares7.38%2025-12-312026-02-12 RYN RAYONIER INC13.5K shares2.63%2025-12-312026-02-12 SYK STRYKER CORPORATION817 shares0.00%2025-12-312026-02-12 CRWD CROWDSTRIKE HLDGS INC586 shares15.81%2025-12-312026-02-12 VXUS VANGUARD STAR FDS3.3K sharesnew addition2025-12-312026-02-12 INTC INTEL CORP6.8K shares0.00%2025-12-312026-02-12 SO SOUTHERN CO2.9K shares0.00%2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR1.7K shares100.00%2025-12-312026-02-12 SCHF SCHWAB STRATEGIC TR10.1K shares0.00%2025-12-312026-02-12 COP CONOCOPHILLIPS2.5K sharesnew addition2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS1.6K sharesnew addition2025-12-312026-02-12 VEA VANGUARD TAX-MANAGED FDS3.7K shares-30.80%2025-12-312026-02-12 ORLY OREILLY AUTOMOTIVE INC2.5K shares0.00%2025-12-312026-02-12 MKL MARKEL GROUP INC102 sharesnew addition2025-12-312026-02-12 TMUS T-MOBILE US INC1.1K sharesnew addition2025-12-312026-02-12 TSLA TESLA INC485 shares3.19%2025-12-312026-02-12 VTWO VANGUARD SCOTTSDALE FDS2.2K shares0.00%2025-12-312026-02-12 ORCL ORACLE CORP1.1K shares2.10%2025-12-312026-02-12 PCAR PACCAR INC1.9K sharesnew addition2025-12-312026-02-12 IEFA ISHARES TR2.4K sharesnew addition2025-12-312026-02-12 MU MICRON TECHNOLOGY INC748 sharesnew addition2025-12-312026-02-12 XTN SPDR SERIES TRUST2.3K sharesnew addition2025-12-312026-02-12 IVW ISHARES TR1.7K sharesnew addition2025-12-312026-02-12 CVX CHEVRON CORP NEW1.4K shares-0.37%2025-12-312026-02-12 VUG VANGUARD INDEX FDS420 shares-38.95%2025-12-312026-02-12 WFC WELLS FARGO CO NEW2.0K sharesnew addition2025-12-312026-02-12 XLV SELECT SECTOR SPDR TR1.1K shares0.00%2025-12-312026-02-12 IWR ISHARES TR1.8K shares0.00%2025-12-312026-02-12 WFC-PL WELLS FARGO CO NEW135 sharesnew addition2025-12-312026-02-12 IWS ISHARES TR1.0K shares27.64%2025-12-312026-02-12 BSVO EA SERIES TRUST5.6K sharesnew addition2025-12-312026-02-12 MBOX EA SERIES TRUST3.6K sharesnew addition2025-12-312026-02-12 XLE SELECT SECTOR SPDR TR2.7K shares507.17%2025-12-312026-02-12 PFF ISHARES TR3.5K sharesnew addition2025-12-312026-02-12 IJH ISHARES TR1.6K sharesnew addition2025-12-312026-02-12 EFA ISHARES TR1.1K shares5.19%2025-12-312026-02-12 VTI VANGUARD INDEX FDS273 shares63.47%2025-12-312026-02-12 IWP ISHARES TR662 shares40.25%2025-12-312026-02-12 XLY SELECT SECTOR SPDR TR754 shares100.00%2025-12-312026-02-12 IWM ISHARES TR323 shares0.00%2025-12-312026-02-12 IYW ISHARES TR386 shares0.00%2025-12-312026-02-12 XLF SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-02-12 AVXL ANAVEX LIFE SCIENCES CORP20.3K shares0.00%2025-12-312026-02-12 SOXX ISHARES TR213 shares0.00%2025-12-312026-02-12 IVE ISHARES TR294 sharesnew addition2025-12-312026-02-12 VGIT VANGUARD SCOTTSDALE FDS1.0K sharesnew addition2025-12-312026-02-12 XHB SPDR SERIES TRUST555 sharesnew addition2025-12-312026-02-12 IJR ISHARES TR467 sharesnew addition2025-12-312026-02-12 VIGI VANGUARD WHITEHALL FDS610 sharesnew addition2025-12-312026-02-12 XLB SELECT SECTOR SPDR TR1.2K sharesnew addition2025-12-312026-02-12 XLI SELECT SECTOR SPDR TR333 shares0.00%2025-12-312026-02-12 SHV ISHARES TR408 sharesnew addition2025-12-312026-02-12 VO VANGUARD INDEX FDS144 sharesnew addition2025-12-312026-02-12 EFG ISHARES TR326 sharesnew addition2025-12-312026-02-12 FNDF SCHWAB STRATEGIC TR725 shares0.00%2025-12-312026-02-12 SCHA SCHWAB STRATEGIC TR1.1K shares0.00%2025-12-312026-02-12 FNDE SCHWAB STRATEGIC TR835 shares0.00%2025-12-312026-02-12 FNDA SCHWAB STRATEGIC TR840 shares0.00%2025-12-312026-02-12 SCZ ISHARES TR325 sharesnew addition2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR894 shares0.00%2025-12-312026-02-12 VOE VANGUARD INDEX FDS130 sharesnew addition2025-12-312026-02-12 FNDC SCHWAB STRATEGIC TR387 shares0.00%2025-12-312026-02-12 ICF ISHARES TR220 shares0.00%2025-12-312026-02-12 VBR VANGUARD INDEX FDS54 shares-56.45%2025-12-312026-02-12 SCHE SCHWAB STRATEGIC TR345 shares0.00%2025-12-312026-02-12 SCHC SCHWAB STRATEGIC TR214 shares0.00%2025-12-312026-02-12 FNDX SCHWAB STRATEGIC TR348 shares0.00%2025-12-312026-02-12 VNQ VANGUARD INDEX FDS83 sharesnew addition2025-12-312026-02-12 XLC SELECT SECTOR SPDR TR60 sharesnew addition2025-12-312026-02-12 SCHH SCHWAB STRATEGIC TR184 shares0.00%2025-12-312026-02-12 VB VANGUARD INDEX FDS12 shares0.00%2025-12-312026-02-12 LQD ISHARES TR26 sharesnew addition2025-12-312026-02-12 USRT ISHARES TR16 sharesnew addition2025-12-312026-02-12 IYR ISHARES TR1 shares0.00%2025-12-312026-02-12 Call Option Holdings
GLD Call CallSPDR GOLD TR300 sharesnew addition2025-12-312026-02-12 Put Option Holdings
No put option holdings data available