Filed: 7/28/2025ACC: 0001398344-25-013863
📋 What this filing means
HAMILTON POINT INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $607.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
161
Positions
$607.54M
Total AUM (reported)
4.57M
Total Shares
Allocation by class
COM$386.20M63.6%
CL A$51.34M8.5%
TOTAL INT BD ETF$38.49M6.3%
SPONSORED ADR$20.48M3.4%
CAP STK CL C$15.35M2.5%
SHS$14.67M2.4%
ISHARES NEW$12.27M2.0%
Portfolio Concentration
Top 3$115.24M19.0%
4–10$119.27M19.6%
11–25$141.73M23.3%
Rest$231.30M38.1%
Top 3 weight
19.0%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 4.57M
Sole
Full voting authority
4.57M
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)
Sole161
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings161
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares69.00
TypeSH
Market value$50.29M
8.28%
Sole
69.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares777.34K
TypeSH
Market value$38.49M
6.33%
Sole
777.34K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares53.21K
TypeSH
Market value$26.47M
4.36%
Sole
53.21K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares38.62K
TypeSH
Market value$20.66M
3.40%
Sole
38.62K
Shared
0.00
None
0.00
APPLE INC
SOLEShares100.16K
TypeSH
Market value$20.55M
3.38%
Sole
100.16K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares62.95K
TypeSH
Market value$20.08M
3.31%
Sole
62.95K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares116.59K
TypeSH
Market value$17.02M
2.80%
Sole
116.59K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares86.55K
TypeSH
Market value$15.35M
2.53%
Sole
86.55K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares106.23K
TypeSH
Market value$13.12M
2.16%
Sole
106.23K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares24.48K
TypeSH
Market value$12.49M
2.06%
Sole
24.48K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares39.63K
TypeSH
Market value$12.28M
2.02%
Sole
39.63K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares196.77K
TypeSH
Market value$12.27M
2.02%
Sole
196.77K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares132.48K
TypeSH
Market value$12.07M
1.99%
Sole
132.48K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares29.42K
TypeSH
Market value$10.50M
1.73%
Sole
29.42K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares108.33K
TypeSH
Market value$10.41M
1.71%
Sole
108.33K
Shared
0.00
None
0.00
NICE LTD
SOLEShares57.22K
TypeSH
Market value$9.66M
1.59%
Sole
57.22K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.78K
TypeSH
Market value$9.43M
1.55%
Sole
33.78K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.49K
TypeSH
Market value$8.69M
1.43%
Sole
24.49K
Shared
0.00
None
0.00
F5 INC
SOLEShares29.33K
TypeSH
Market value$8.63M
1.42%
Sole
29.33K
Shared
0.00
None
0.00
RELX PLC
SOLEShares153.95K
TypeSH
Market value$8.37M
1.38%
Sole
153.95K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares28.82K
TypeSH
Market value$8.35M
1.38%
Sole
28.82K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares27.18K
TypeSH
Market value$8.01M
1.32%
Sole
27.18K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares19.35K
TypeSH
Market value$7.90M
1.30%
Sole
19.35K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares38.70K
TypeSH
Market value$7.66M
1.26%
Sole
38.70K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares24.99K
TypeSH
Market value$7.47M
1.23%
Sole
24.99K
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 | $50.29M 8.28% | 69.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 777.34K | SH | $38.49M 6.33% | 777.34K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 53.21K | SH | $26.47M 4.36% | 53.21K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 38.62K | SH | $20.66M 3.40% | 38.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100.16K | SH | $20.55M 3.38% | 100.16K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 62.95K | SH | $20.08M 3.31% | 62.95K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 116.59K | SH | $17.02M 2.80% | 116.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 86.55K | SH | $15.35M 2.53% | 86.55K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 106.23K | SH | $13.12M 2.16% | 106.23K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 24.48K | SH | $12.49M 2.06% | 24.48K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 39.63K | SH | $12.28M 2.02% | 39.63K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 196.77K | SH | $12.27M 2.02% | 196.77K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 132.48K | SH | $12.07M 1.99% | 132.48K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.42K | SH | $10.50M 1.73% | 29.42K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 108.33K | SH | $10.41M 1.71% | 108.33K | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 57.22K | SH | $9.66M 1.59% | 57.22K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.78K | SH | $9.43M 1.55% | 33.78K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 24.49K | SH | $8.69M 1.43% | 24.49K | 0.00 | 0.00 |
F5 INCSOLE | COM | 29.33K | SH | $8.63M 1.42% | 29.33K | 0.00 | 0.00 |
RELX PLCSOLE | SPONSORED ADR | 153.95K | SH | $8.37M 1.38% | 153.95K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 28.82K | SH | $8.35M 1.38% | 28.82K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 27.18K | SH | $8.01M 1.32% | 27.18K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 19.35K | SH | $7.90M 1.30% | 19.35K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 38.70K | SH | $7.66M 1.26% | 38.70K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 24.99K | SH | $7.47M 1.23% | 24.99K | 0.00 | 0.00 |
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