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
B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$52.04M
8 %

69

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$41.02M
6 %

829,334

M
MSFT

MICROSOFT CORP

COM
594918104
$27.51M
4 %

53,121

A
AAPL

APPLE INC

COM
037833100
$25.46M
4 %

99,975

E
EME

EMCOR GROUP INC

COM
29084Q100
$25.11M
4 %

38,660

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$20.99M
3 %

86,183

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$20.92M
3 %

62,993

R
RTX

RTX CORPORATION

COM
75513E101
$19.51M
3 %

116,589

---

TJX COS INC NEW

COM
872540109
$15.37M
2 %

106,344

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$14.55M
2 %

200,010

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 162