Filed: 5/6/2025ACC: 0001398344-25-008794
📋 What this filing means
HAMILTON POINT INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $556.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$556.09M
Total AUM (reported)
3.75M
Total Shares
Allocation by class
COM$384.16M69.1%
CL A$55.79M10.0%
SPONSORED ADR$19.94M3.6%
CAP STK CL C$14.07M2.5%
SHS$12.45M2.2%
ISHARES NEW$9.75M1.8%
US SML CP VALU$9.33M1.7%
Portfolio Concentration
Top 3$98.94M17.8%
4–10$101.17M18.2%
11–25$134.43M24.2%
Rest$221.55M39.8%
Top 3 weight
17.8%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 3.75M
Sole
Full voting authority
3.75M
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)
Sole155
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings155
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares69.00
TypeSH
Market value$55.09M
9.91%
Sole
69.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares104.18K
TypeSH
Market value$23.14M
4.16%
Sole
104.18K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares55.15K
TypeSH
Market value$20.70M
3.72%
Sole
55.15K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares65.87K
TypeSH
Market value$17.72M
3.19%
Sole
65.87K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares120.74K
TypeSH
Market value$15.99M
2.88%
Sole
120.74K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares40.09K
TypeSH
Market value$14.82M
2.66%
Sole
40.09K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.07K
TypeSH
Market value$14.07M
2.53%
Sole
90.07K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares108.89K
TypeSH
Market value$13.26M
2.39%
Sole
108.89K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares41.79K
TypeSH
Market value$12.83M
2.31%
Sole
41.79K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares113.23K
TypeSH
Market value$12.47M
2.24%
Sole
113.23K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares25.05K
TypeSH
Market value$11.80M
2.12%
Sole
25.05K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares35.01K
TypeSH
Market value$10.91M
1.96%
Sole
35.01K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares165.40K
TypeSH
Market value$9.75M
1.75%
Sole
165.40K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares107.01K
TypeSH
Market value$9.33M
1.68%
Sole
107.01K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares58.02K
TypeSH
Market value$9.17M
1.65%
Sole
58.02K
Shared
0.00
None
0.00
NICE LTD
SOLEShares59.38K
TypeSH
Market value$9.16M
1.65%
Sole
59.38K
Shared
0.00
None
0.00
VISA INC
SOLEShares25.78K
TypeSH
Market value$9.03M
1.62%
Sole
25.78K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares38.34K
TypeSH
Market value$8.87M
1.60%
Sole
38.34K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares41.69K
TypeSH
Market value$8.56M
1.54%
Sole
41.69K
Shared
0.00
None
0.00
F5 INC
SOLEShares31.58K
TypeSH
Market value$8.41M
1.51%
Sole
31.58K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares26.57K
TypeSH
Market value$8.29M
1.49%
Sole
26.57K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares29.83K
TypeSH
Market value$8.11M
1.46%
Sole
29.83K
Shared
0.00
None
0.00
RELX PLC
SOLEShares158.96K
TypeSH
Market value$8.01M
1.44%
Sole
158.96K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares20.01K
TypeSH
Market value$7.67M
1.38%
Sole
20.01K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares103.71K
TypeSH
Market value$7.35M
1.32%
Sole
103.71K
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 | $55.09M 9.91% | 69.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 104.18K | SH | $23.14M 4.16% | 104.18K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 55.15K | SH | $20.70M 3.72% | 55.15K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 65.87K | SH | $17.72M 3.19% | 65.87K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 120.74K | SH | $15.99M 2.88% | 120.74K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 40.09K | SH | $14.82M 2.66% | 40.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.07K | SH | $14.07M 2.53% | 90.07K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 108.89K | SH | $13.26M 2.39% | 108.89K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 41.79K | SH | $12.83M 2.31% | 41.79K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 113.23K | SH | $12.47M 2.24% | 113.23K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 25.05K | SH | $11.80M 2.12% | 25.05K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 35.01K | SH | $10.91M 1.96% | 35.01K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 165.40K | SH | $9.75M 1.75% | 165.40K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 107.01K | SH | $9.33M 1.68% | 107.01K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 58.02K | SH | $9.17M 1.65% | 58.02K | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 59.38K | SH | $9.16M 1.65% | 59.38K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 25.78K | SH | $9.03M 1.62% | 25.78K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 38.34K | SH | $8.87M 1.60% | 38.34K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 41.69K | SH | $8.56M 1.54% | 41.69K | 0.00 | 0.00 |
F5 INCSOLE | COM | 31.58K | SH | $8.41M 1.51% | 31.58K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 26.57K | SH | $8.29M 1.49% | 26.57K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.83K | SH | $8.11M 1.46% | 29.83K | 0.00 | 0.00 |
RELX PLCSOLE | SPONSORED ADR | 158.96K | SH | $8.01M 1.44% | 158.96K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 20.01K | SH | $7.67M 1.38% | 20.01K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 103.71K | SH | $7.35M 1.32% | 103.71K | 0.00 | 0.00 |
Page 1 of 7
…