Filed: 7/28/2026ACC: 0001398344-26-012897
📋 What this filing means
HAMILTON POINT INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 192 equity positions with a total reported market value of $710.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
192
Positions
$710.15M
Total AUM (reported)
4.86M
Total Shares
Allocation by class
COM$436.08M61.4%
TOTAL INT BD ETF$44.52M6.3%
CL A$43.92M6.2%
CAP STK CL C$30.30M4.3%
CL C$20.68M2.9%
US SML CP VALU$17.68M2.5%
SHS$16.24M2.3%
Portfolio Concentration
Top 3$117.51M16.5%
4–10$155.57M21.9%
11–25$180.64M25.4%
Rest$256.44M36.1%
Top 3 weight
16.5%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 4.86M
Sole
Full voting authority
4.86M
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)
Sole192
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings192
Rows:
VANGUARD CHARLOTTE FDS
SOLEShares919.35K
TypeSH
Market value$44.52M
6.27%
Sole
919.35K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares57.00
TypeSH
Market value$42.68M
6.01%
Sole
57.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares85.75K
TypeSH
Market value$30.30M
4.27%
Sole
85.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares100.32K
TypeSH
Market value$29.03M
4.09%
Sole
100.32K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares30.40K
TypeSH
Market value$25.23M
3.55%
Sole
30.40K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares114K
TypeSH
Market value$21.63M
3.05%
Sole
114K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares62K
TypeSH
Market value$20.97M
2.95%
Sole
62K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares47.94K
TypeSH
Market value$20.68M
2.91%
Sole
47.94K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares54.54K
TypeSH
Market value$20.34M
2.86%
Sole
54.54K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares141.71K
TypeSH
Market value$17.68M
2.49%
Sole
141.71K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares105K
TypeSH
Market value$15.91M
2.24%
Sole
105K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares205.85K
TypeSH
Market value$15.54M
2.19%
Sole
205.85K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares24.21K
TypeSH
Market value$15.40M
2.17%
Sole
24.21K
Shared
0.00
None
0.00
LITTELFUSE INC
SOLEShares29K
TypeSH
Market value$13.20M
1.86%
Sole
29K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares18.11K
TypeSH
Market value$12.92M
1.82%
Sole
18.11K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares29.41K
TypeSH
Market value$12.53M
1.76%
Sole
29.41K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares105.04K
TypeSH
Market value$12.34M
1.74%
Sole
105.04K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares127.42K
TypeSH
Market value$12.29M
1.73%
Sole
127.42K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.12K
TypeSH
Market value$11.99M
1.69%
Sole
33.12K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares41.84K
TypeSH
Market value$10.63M
1.50%
Sole
41.84K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares19.42K
TypeSH
Market value$10.16M
1.43%
Sole
19.42K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares104.08K
TypeSH
Market value$10.08M
1.42%
Sole
104.08K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares29.05K
TypeSH
Market value$9.51M
1.34%
Sole
29.05K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares104.16K
TypeSH
Market value$9.14M
1.29%
Sole
104.16K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares38.57K
TypeSH
Market value$8.99M
1.27%
Sole
38.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 919.35K | SH | $44.52M 6.27% | 919.35K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 57.00 | SH | $42.68M 6.01% | 57.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 85.75K | SH | $30.30M 4.27% | 85.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100.32K | SH | $29.03M 4.09% | 100.32K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 30.40K | SH | $25.23M 3.55% | 30.40K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 114K | SH | $21.63M 3.05% | 114K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 62K | SH | $20.97M 2.95% | 62K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 47.94K | SH | $20.68M 2.91% | 47.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 54.54K | SH | $20.34M 2.86% | 54.54K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 141.71K | SH | $17.68M 2.49% | 141.71K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 105K | SH | $15.91M 2.24% | 105K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 205.85K | SH | $15.54M 2.19% | 205.85K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 24.21K | SH | $15.40M 2.17% | 24.21K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 29K | SH | $13.20M 1.86% | 29K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 18.11K | SH | $12.92M 1.82% | 18.11K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.41K | SH | $12.53M 1.76% | 29.41K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 105.04K | SH | $12.34M 1.74% | 105.04K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 127.42K | SH | $12.29M 1.73% | 127.42K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.12K | SH | $11.99M 1.69% | 33.12K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 41.84K | SH | $10.63M 1.50% | 41.84K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 19.42K | SH | $10.16M 1.43% | 19.42K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 104.08K | SH | $10.08M 1.42% | 104.08K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 29.05K | SH | $9.51M 1.34% | 29.05K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 104.16K | SH | $9.14M 1.29% | 104.16K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 38.57K | SH | $8.99M 1.27% | 38.57K | 0.00 | 0.00 |
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