Filed: 5/6/2026ACC: 0001398344-26-008553
📋 What this filing means
HAMILTON POINT INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 185 equity positions with a total reported market value of $649.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
185
Positions
$649.27M
Total AUM (reported)
4.89M
Total Shares
Allocation by class
COM$409.66M63.1%
CL A$46.12M7.1%
TOTAL INT BD ETF$43.04M6.6%
CAP STK CL C$24.69M3.8%
ISHARES NEW$18.10M2.8%
US SML CP VALU$15.48M2.4%
SHS$14.70M2.3%
Portfolio Concentration
Top 3$113.82M17.5%
4–10$143.79M22.1%
11–25$152.67M23.5%
Rest$238.98M36.8%
Top 3 weight
17.5%
Top 10 weight
39.7%
Voting Authority Distribution
Total shares with voting rights: 4.89M
Sole
Full voting authority
4.89M
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)
Sole185
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings185
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares63.00
TypeSH
Market value$45.24M
6.97%
Sole
63.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares895.63K
TypeSH
Market value$43.04M
6.63%
Sole
895.63K
Shared
0.00
None
0.00
APPLE INC
SOLEShares100.63K
TypeSH
Market value$25.54M
3.93%
Sole
100.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares86.08K
TypeSH
Market value$24.69M
3.80%
Sole
86.08K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares30.40K
TypeSH
Market value$22.44M
3.46%
Sole
30.40K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares115.89K
TypeSH
Market value$22.35M
3.44%
Sole
115.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares55.49K
TypeSH
Market value$20.54M
3.16%
Sole
55.49K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares62.09K
TypeSH
Market value$18.78M
2.89%
Sole
62.09K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares205.30K
TypeSH
Market value$18.10M
2.79%
Sole
205.30K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares105.71K
TypeSH
Market value$16.88M
2.60%
Sole
105.71K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares140.11K
TypeSH
Market value$15.48M
2.38%
Sole
140.11K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares24.31K
TypeSH
Market value$13.73M
2.11%
Sole
24.31K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.47K
TypeSH
Market value$11.77M
1.81%
Sole
33.47K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares29.39K
TypeSH
Market value$10.51M
1.62%
Sole
29.39K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares42.15K
TypeSH
Market value$10.30M
1.59%
Sole
42.15K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares106.62K
TypeSH
Market value$9.95M
1.53%
Sole
106.62K
Shared
0.00
None
0.00
LITTELFUSE INC
SOLEShares28.98K
TypeSH
Market value$9.83M
1.51%
Sole
28.98K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares119.98K
TypeSH
Market value$9.67M
1.49%
Sole
119.98K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares17.80K
TypeSH
Market value$9.58M
1.48%
Sole
17.80K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares101.97K
TypeSH
Market value$9.47M
1.46%
Sole
101.97K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares19.29K
TypeSH
Market value$9.46M
1.46%
Sole
19.29K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares28.98K
TypeSH
Market value$8.53M
1.31%
Sole
28.98K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares39.90K
TypeSH
Market value$8.17M
1.26%
Sole
39.90K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares105.02K
TypeSH
Market value$8.15M
1.26%
Sole
105.02K
Shared
0.00
None
0.00
WALMART INC
SOLEShares64.78K
TypeSH
Market value$8.07M
1.24%
Sole
64.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 63.00 | SH | $45.24M 6.97% | 63.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 895.63K | SH | $43.04M 6.63% | 895.63K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100.63K | SH | $25.54M 3.93% | 100.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 86.08K | SH | $24.69M 3.80% | 86.08K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 30.40K | SH | $22.44M 3.46% | 30.40K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 115.89K | SH | $22.35M 3.44% | 115.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 55.49K | SH | $20.54M 3.16% | 55.49K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 62.09K | SH | $18.78M 2.89% | 62.09K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 205.30K | SH | $18.10M 2.79% | 205.30K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 105.71K | SH | $16.88M 2.60% | 105.71K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 140.11K | SH | $15.48M 2.38% | 140.11K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 24.31K | SH | $13.73M 2.11% | 24.31K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.47K | SH | $11.77M 1.81% | 33.47K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.39K | SH | $10.51M 1.62% | 29.39K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 42.15K | SH | $10.30M 1.59% | 42.15K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 106.62K | SH | $9.95M 1.53% | 106.62K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 28.98K | SH | $9.83M 1.51% | 28.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 119.98K | SH | $9.67M 1.49% | 119.98K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 17.80K | SH | $9.58M 1.48% | 17.80K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 101.97K | SH | $9.47M 1.46% | 101.97K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 19.29K | SH | $9.46M 1.46% | 19.29K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.98K | SH | $8.53M 1.31% | 28.98K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 39.90K | SH | $8.17M 1.26% | 39.90K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 105.02K | SH | $8.15M 1.26% | 105.02K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 64.78K | SH | $8.07M 1.24% | 64.78K | 0.00 | 0.00 |
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