Hamilton Point Investment Advisors, LLC

Q2 2025 13F Holdings

  • Location
    chapel hill, NC
  • Num holdings

    161

  • Value ($000)

    $607,541

  • Date Filed
    07/28/2025
  • Form type
    13F-HR
  • CIK
    0001599746
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$50.29M
8 %

69

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$38.49M
6 %

777,344

MSFT
MSFT

MICROSOFT CORP

COM
$26.47M
4 %

53,209

EME
EME

EMCOR GROUP INC

COM
$20.66M
3 %

38,621

AAPL
AAPL

APPLE INC

COM
$20.55M
3 %

100,164

AXP
AXP

AMERICAN EXPRESS CO

COM
$20.08M
3 %

62,950

RTX
RTX

RTX CORPORATION

COM
$17.02M
3 %

116,590

GOOG
GOOG

ALPHABET INC

CAP STK CL C
$15.35M
3 %

86,549

---

TJX COS INC NEW

COM
$13.12M
2 %

106,231

DE
DE

DEERE & CO

COM
$12.49M
2 %

24,485

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