Hamilton Point Investment Advisors, LLC

CIK 0001599746 · CHAPEL HILL, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Hamilton Point Investment Advisors, LLC reported 193 positions worth $710.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: BNDX (6.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$710.2M
2026 Q2
Positions
193
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.5%
Est. Net Flow (Q)
2026 Q2
10 / 193 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BNDXVANGUARD CHARLOTTE FDSSH$44.5M6.27%919,347
2BRK-ABERKSHIRE HATHAWAY INC DELSH$42.7M6.01%57
3GOOGALPHABET INCSH$30.3M4.27%85,755
4AAPLAPPLE INCSH$29.0M4.09%100,316
5EMEEMCOR GROUP INCSH$25.2M3.55%30,400
6RTXRTX CORPORATIONSH$21.6M3.05%114,004
7AXPAMERICAN EXPRESS COSH$21.0M2.95%62,002
8DELLDELL TECHNOLOGIES INCSH$20.7M2.91%47,941
9MSFTMICROSOFT CORPSH$20.3M2.86%54,539
10AVUVAMERICAN CENTY ETF TRSH$17.7M2.49%141,712

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hamilton Point Investment Advisors, LLC hold as of Q2 2026?

Hamilton Point Investment Advisors, LLC reported 193 positions worth $710.2M in its Q2 2026 13F filing. Largest positions: BNDX (6.3%), BRK-A (6.0%), GOOG (4.3%), AAPL (4.1%) and EME (3.6%).

What did Hamilton Point Investment Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hamilton Point Investment Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.