Filed: 2/12/2026ACC: 0001398344-26-002895
📋 What this filing means
HAMILTON POINT INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 189 equity positions with a total reported market value of $657.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
189
Positions
$657.83M
Total AUM (reported)
4.77M
Total Shares
Allocation by class
COM$417.22M63.4%
CL A$49.66M7.5%
TOTAL INT BD ETF$42.11M6.4%
CAP STK CL C$27.19M4.1%
ISHARES NEW$16.53M2.5%
SPONSORED ADR$15.12M2.3%
US SML CP VALU$14.12M2.1%
Portfolio Concentration
Top 3$117.90M17.9%
4–10$155.29M23.6%
11–25$143.62M21.8%
Rest$241.02M36.6%
Top 3 weight
17.9%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 4.77M
Sole
Full voting authority
4.77M
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)
Sole189
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings189
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares64.00
TypeSH
Market value$48.31M
7.34%
Sole
64.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares871.39K
TypeSH
Market value$42.11M
6.40%
Sole
871.39K
Shared
0.00
None
0.00
APPLE INC
SOLEShares101.11K
TypeSH
Market value$27.49M
4.18%
Sole
101.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares86.64K
TypeSH
Market value$27.19M
4.13%
Sole
86.64K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares55.61K
TypeSH
Market value$26.90M
4.09%
Sole
55.61K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares38.87K
TypeSH
Market value$23.78M
3.61%
Sole
38.87K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares62.75K
TypeSH
Market value$23.21M
3.53%
Sole
62.75K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares116.34K
TypeSH
Market value$21.34M
3.24%
Sole
116.34K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares203.60K
TypeSH
Market value$16.53M
2.51%
Sole
203.60K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares106.44K
TypeSH
Market value$16.35M
2.49%
Sole
106.44K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares138.49K
TypeSH
Market value$14.12M
2.15%
Sole
138.49K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares24.61K
TypeSH
Market value$11.50M
1.75%
Sole
24.61K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.68K
TypeSH
Market value$11.02M
1.68%
Sole
33.68K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares40.11K
TypeSH
Market value$10.39M
1.58%
Sole
40.11K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares29.68K
TypeSH
Market value$9.45M
1.44%
Sole
29.68K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares29.26K
TypeSH
Market value$9.43M
1.43%
Sole
29.26K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares18K
TypeSH
Market value$9.19M
1.40%
Sole
18K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares107.72K
TypeSH
Market value$9.03M
1.37%
Sole
107.72K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares33.41K
TypeSH
Market value$8.86M
1.35%
Sole
33.41K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares38.63K
TypeSH
Market value$8.85M
1.35%
Sole
38.63K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares19.50K
TypeSH
Market value$8.66M
1.32%
Sole
19.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.56K
TypeSH
Market value$8.61M
1.31%
Sole
24.56K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares102.24K
TypeSH
Market value$8.21M
1.25%
Sole
102.24K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares39.49K
TypeSH
Market value$8.17M
1.24%
Sole
39.49K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares105.36K
TypeSH
Market value$8.12M
1.23%
Sole
105.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 64.00 | SH | $48.31M 7.34% | 64.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 871.39K | SH | $42.11M 6.40% | 871.39K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 101.11K | SH | $27.49M 4.18% | 101.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 86.64K | SH | $27.19M 4.13% | 86.64K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 55.61K | SH | $26.90M 4.09% | 55.61K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 38.87K | SH | $23.78M 3.61% | 38.87K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 62.75K | SH | $23.21M 3.53% | 62.75K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 116.34K | SH | $21.34M 3.24% | 116.34K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 203.60K | SH | $16.53M 2.51% | 203.60K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 106.44K | SH | $16.35M 2.49% | 106.44K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 138.49K | SH | $14.12M 2.15% | 138.49K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 24.61K | SH | $11.50M 1.75% | 24.61K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.68K | SH | $11.02M 1.68% | 33.68K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 40.11K | SH | $10.39M 1.58% | 40.11K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.68K | SH | $9.45M 1.44% | 29.68K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 29.26K | SH | $9.43M 1.43% | 29.26K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 18K | SH | $9.19M 1.40% | 18K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 107.72K | SH | $9.03M 1.37% | 107.72K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 33.41K | SH | $8.86M 1.35% | 33.41K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 38.63K | SH | $8.85M 1.35% | 38.63K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 19.50K | SH | $8.66M 1.32% | 19.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 24.56K | SH | $8.61M 1.31% | 24.56K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 102.24K | SH | $8.21M 1.25% | 102.24K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 39.49K | SH | $8.17M 1.24% | 39.49K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 105.36K | SH | $8.12M 1.23% | 105.36K | 0.00 | 0.00 |
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