HAMILTON POINT INVESTMENT ADVISORS, LLC

PrivateCIK: 1599746
Location

CHAPEL HILL, NC

185
Positions
$649.27M
Total AUM (reported)
4.89M
Total Shares

Allocation by class

TOTAL AUM$649.27M185 positions
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 317.5%4–1022.1%11–2523.5%Rest36.8%TOP 1039.7%0%100%
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

SOLE
CL A
Shares63.00
TypeSH
Market value$45.24M
6.97%
Sole
63.00
Shared
0.00
None
0.00

VANGUARD CHARLOTTE FDS

SOLE
TOTAL INT BD ETF
Shares895.63K
TypeSH
Market value$43.04M
6.63%
Sole
895.63K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares100.63K
TypeSH
Market value$25.54M
3.93%
Sole
100.63K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares86.08K
TypeSH
Market value$24.69M
3.80%
Sole
86.08K
Shared
0.00
None
0.00

EMCOR GROUP INC

SOLE
COM
Shares30.40K
TypeSH
Market value$22.44M
3.46%
Sole
30.40K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares115.89K
TypeSH
Market value$22.35M
3.44%
Sole
115.89K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares55.49K
TypeSH
Market value$20.54M
3.16%
Sole
55.49K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares62.09K
TypeSH
Market value$18.78M
2.89%
Sole
62.09K
Shared
0.00
None
0.00

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares205.30K
TypeSH
Market value$18.10M
2.79%
Sole
205.30K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares105.71K
TypeSH
Market value$16.88M
2.60%
Sole
105.71K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares140.11K
TypeSH
Market value$15.48M
2.38%
Sole
140.11K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares24.31K
TypeSH
Market value$13.73M
2.11%
Sole
24.31K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares33.47K
TypeSH
Market value$11.77M
1.81%
Sole
33.47K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares29.39K
TypeSH
Market value$10.51M
1.62%
Sole
29.39K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares42.15K
TypeSH
Market value$10.30M
1.59%
Sole
42.15K
Shared
0.00
None
0.00

CHURCH & DWIGHT CO INC

SOLE
COM
Shares106.62K
TypeSH
Market value$9.95M
1.53%
Sole
106.62K
Shared
0.00
None
0.00

LITTELFUSE INC

SOLE
COM
Shares28.98K
TypeSH
Market value$9.83M
1.51%
Sole
28.98K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
AVANTIS EMGMKT
Shares119.98K
TypeSH
Market value$9.67M
1.49%
Sole
119.98K
Shared
0.00
None
0.00

CUMMINS INC

SOLE
COM
Shares17.80K
TypeSH
Market value$9.58M
1.48%
Sole
17.80K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares101.97K
TypeSH
Market value$9.47M
1.46%
Sole
101.97K
Shared
0.00
None
0.00

HUBBELL INC

SOLE
COM
Shares19.29K
TypeSH
Market value$9.46M
1.46%
Sole
19.29K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares28.98K
TypeSH
Market value$8.53M
1.31%
Sole
28.98K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares39.90K
TypeSH
Market value$8.17M
1.26%
Sole
39.90K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares105.02K
TypeSH
Market value$8.15M
1.26%
Sole
105.02K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares64.78K
TypeSH
Market value$8.07M
1.24%
Sole
64.78K
Shared
0.00
None
0.00
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