Hamilton Point Investment Advisors, LLC

Q3 2025 13F Holdings

  • Location
    chapel hill, NC
  • Num holdings

    162

  • Value ($000)

    $640,673

  • Date Filed
    10/20/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$52.04M
8 %

69

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$41.02M
6 %

829,334

MSFT
MSFT

MICROSOFT CORP

COM
$27.51M
4 %

53,121

AAPL
AAPL

APPLE INC

COM
$25.46M
4 %

99,975

EME
EME

EMCOR GROUP INC

COM
$25.11M
4 %

38,660

GOOG
GOOG

ALPHABET INC

CAP STK CL C
$20.99M
3 %

86,183

AXP
AXP

AMERICAN EXPRESS CO

COM
$20.92M
3 %

62,993

RTX
RTX

RTX CORPORATION

COM
$19.51M
3 %

116,589

---

TJX COS INC NEW

COM
$15.37M
2 %

106,344

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$14.55M
2 %

200,010

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