Filed: 10/20/2025ACC: 0001398344-25-019345
📋 What this filing means
HAMILTON POINT INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $640.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$640.67M
Total AUM (reported)
4.57M
Total Shares
Allocation by class
COM$404.47M63.1%
CL A$53.11M8.3%
TOTAL INT BD ETF$41.02M6.4%
CAP STK CL C$20.99M3.3%
SPONSORED ADR$18.55M2.9%
SHS$15.64M2.4%
ISHARES NEW$14.55M2.3%
Portfolio Concentration
Top 3$120.57M18.8%
4–10$141.92M22.2%
11–25$140.86M22.0%
Rest$237.32M37.0%
Top 3 weight
18.8%
Top 10 weight
41.0%
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)
Sole162
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings162
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares69.00
TypeSH
Market value$52.04M
8.12%
Sole
69.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares829.33K
TypeSH
Market value$41.02M
6.40%
Sole
829.33K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares53.12K
TypeSH
Market value$27.51M
4.29%
Sole
53.12K
Shared
0.00
None
0.00
APPLE INC
SOLEShares99.97K
TypeSH
Market value$25.46M
3.97%
Sole
99.97K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares38.66K
TypeSH
Market value$25.11M
3.92%
Sole
38.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares86.18K
TypeSH
Market value$20.99M
3.28%
Sole
86.18K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares62.99K
TypeSH
Market value$20.92M
3.27%
Sole
62.99K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares116.59K
TypeSH
Market value$19.51M
3.05%
Sole
116.59K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares106.34K
TypeSH
Market value$15.37M
2.40%
Sole
106.34K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares200.01K
TypeSH
Market value$14.55M
2.27%
Sole
200.01K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares134.80K
TypeSH
Market value$13.42M
2.09%
Sole
134.80K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares39.54K
TypeSH
Market value$11.66M
1.82%
Sole
39.54K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares24.44K
TypeSH
Market value$11.21M
1.75%
Sole
24.44K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares29.53K
TypeSH
Market value$11.05M
1.72%
Sole
29.53K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.79K
TypeSH
Market value$9.54M
1.49%
Sole
33.79K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares107.88K
TypeSH
Market value$9.45M
1.48%
Sole
107.88K
Shared
0.00
None
0.00
F5 INC
SOLEShares29.23K
TypeSH
Market value$9.45M
1.47%
Sole
29.23K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares28.86K
TypeSH
Market value$9.10M
1.42%
Sole
28.86K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares19.42K
TypeSH
Market value$8.36M
1.30%
Sole
19.42K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.46K
TypeSH
Market value$8.35M
1.30%
Sole
24.46K
Shared
0.00
None
0.00
NICE LTD
SOLEShares57.17K
TypeSH
Market value$8.28M
1.29%
Sole
57.17K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares33.39K
TypeSH
Market value$7.93M
1.24%
Sole
33.39K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares102.04K
TypeSH
Market value$7.70M
1.20%
Sole
102.04K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares27.23K
TypeSH
Market value$7.68M
1.20%
Sole
27.23K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares38.68K
TypeSH
Market value$7.68M
1.20%
Sole
38.68K
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 | $52.04M 8.12% | 69.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 829.33K | SH | $41.02M 6.40% | 829.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 53.12K | SH | $27.51M 4.29% | 53.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 99.97K | SH | $25.46M 3.97% | 99.97K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 38.66K | SH | $25.11M 3.92% | 38.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 86.18K | SH | $20.99M 3.28% | 86.18K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 62.99K | SH | $20.92M 3.27% | 62.99K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 116.59K | SH | $19.51M 3.05% | 116.59K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 106.34K | SH | $15.37M 2.40% | 106.34K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 200.01K | SH | $14.55M 2.27% | 200.01K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 134.80K | SH | $13.42M 2.09% | 134.80K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 39.54K | SH | $11.66M 1.82% | 39.54K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 24.44K | SH | $11.21M 1.75% | 24.44K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.53K | SH | $11.05M 1.72% | 29.53K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.79K | SH | $9.54M 1.49% | 33.79K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 107.88K | SH | $9.45M 1.48% | 107.88K | 0.00 | 0.00 |
F5 INCSOLE | COM | 29.23K | SH | $9.45M 1.47% | 29.23K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 28.86K | SH | $9.10M 1.42% | 28.86K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 19.42K | SH | $8.36M 1.30% | 19.42K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 24.46K | SH | $8.35M 1.30% | 24.46K | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 57.17K | SH | $8.28M 1.29% | 57.17K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 33.39K | SH | $7.93M 1.24% | 33.39K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 102.04K | SH | $7.70M 1.20% | 102.04K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 27.23K | SH | $7.68M 1.20% | 27.23K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 38.68K | SH | $7.68M 1.20% | 38.68K | 0.00 | 0.00 |
Page 1 of 7
…