Filed: 1/23/2025ACC: 0001398344-25-000979
📋 What this filing means
HAMILTON POINT INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 160 equity positions with a total reported market value of $566.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
160
Positions
$566.59M
Total AUM (reported)
3.61M
Total Shares
Allocation by class
COM$396.16M69.9%
CL A$47.66M8.4%
CAP STK CL C$17.15M3.0%
TR UNIT$16.35M2.9%
SPONSORED ADR$14.93M2.6%
US SML CP VALU$10.18M1.8%
SHS$9.88M1.7%
Portfolio Concentration
Top 3$96.33M17.0%
4–10$114.99M20.3%
11–25$138.90M24.5%
Rest$216.36M38.2%
Top 3 weight
17.0%
Top 10 weight
37.3%
Voting Authority Distribution
Total shares with voting rights: 3.61M
Sole
Full voting authority
3.61M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole160
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings160
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares69.00
TypeSH
Market value$46.98M
8.29%
Sole
69.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares103.89K
TypeSH
Market value$26.01M
4.59%
Sole
103.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares55.35K
TypeSH
Market value$23.33M
4.12%
Sole
55.35K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares49.68K
TypeSH
Market value$22.55M
3.98%
Sole
49.68K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares65.63K
TypeSH
Market value$19.48M
3.44%
Sole
65.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.04K
TypeSH
Market value$17.15M
3.03%
Sole
90.04K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares27.87K
TypeSH
Market value$16.35M
2.89%
Sole
27.87K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares120.67K
TypeSH
Market value$13.96M
2.46%
Sole
120.67K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares108.93K
TypeSH
Market value$13.16M
2.32%
Sole
108.93K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares41.95K
TypeSH
Market value$12.34M
2.18%
Sole
41.95K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares113.32K
TypeSH
Market value$11.87M
2.09%
Sole
113.32K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares25.04K
TypeSH
Market value$10.65M
1.88%
Sole
25.04K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares57.49K
TypeSH
Market value$10.65M
1.88%
Sole
57.49K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares105.51K
TypeSH
Market value$10.18M
1.80%
Sole
105.51K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares29.77K
TypeSH
Market value$9.88M
1.74%
Sole
29.77K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares41.80K
TypeSH
Market value$9.61M
1.70%
Sole
41.80K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares26.62K
TypeSH
Market value$9.36M
1.65%
Sole
26.62K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares35.21K
TypeSH
Market value$9.18M
1.62%
Sole
35.21K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares20.07K
TypeSH
Market value$8.93M
1.58%
Sole
20.07K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares20.20K
TypeSH
Market value$8.46M
1.49%
Sole
20.20K
Shared
0.00
None
0.00
WALMART INC
SOLEShares92.49K
TypeSH
Market value$8.38M
1.48%
Sole
92.49K
Shared
0.00
None
0.00
VISA INC
SOLEShares25.63K
TypeSH
Market value$8.10M
1.43%
Sole
25.63K
Shared
0.00
None
0.00
F5 INC
SOLEShares31.69K
TypeSH
Market value$7.97M
1.41%
Sole
31.69K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares42.41K
TypeSH
Market value$7.95M
1.40%
Sole
42.41K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares38.37K
TypeSH
Market value$7.74M
1.37%
Sole
38.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 69.00 | SH | $46.98M 8.29% | 69.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 103.89K | SH | $26.01M 4.59% | 103.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 55.35K | SH | $23.33M 4.12% | 55.35K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 49.68K | SH | $22.55M 3.98% | 49.68K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 65.63K | SH | $19.48M 3.44% | 65.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.04K | SH | $17.15M 3.03% | 90.04K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 27.87K | SH | $16.35M 2.89% | 27.87K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 120.67K | SH | $13.96M 2.46% | 120.67K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 108.93K | SH | $13.16M 2.32% | 108.93K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 41.95K | SH | $12.34M 2.18% | 41.95K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 113.32K | SH | $11.87M 2.09% | 113.32K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 25.04K | SH | $10.65M 1.88% | 25.04K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 57.49K | SH | $10.65M 1.88% | 57.49K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 105.51K | SH | $10.18M 1.80% | 105.51K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.77K | SH | $9.88M 1.74% | 29.77K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 41.80K | SH | $9.61M 1.70% | 41.80K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 26.62K | SH | $9.36M 1.65% | 26.62K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 35.21K | SH | $9.18M 1.62% | 35.21K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 20.07K | SH | $8.93M 1.58% | 20.07K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 20.20K | SH | $8.46M 1.49% | 20.20K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 92.49K | SH | $8.38M 1.48% | 92.49K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 25.63K | SH | $8.10M 1.43% | 25.63K | 0.00 | 0.00 |
F5 INCSOLE | COM | 31.69K | SH | $7.97M 1.41% | 31.69K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 42.41K | SH | $7.95M 1.40% | 42.41K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 38.37K | SH | $7.74M 1.37% | 38.37K | 0.00 | 0.00 |
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