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Hamilton Point Investment Advisors, LLC

Q1 2026 13F Holdings

  • Location
    chapel hill, NC
  • Num holdings

    186

  • Value ($000)

    $649,269

  • Date Filed
    05/06/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$45.24M
7 %

63

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$43.04M
7 %

895,635

A
AAPL

APPLE INC

COM
037833100
$25.54M
4 %

100,630

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$24.69M
4 %

86,077

E
EME

EMCOR GROUP INC

COM
29084Q100
$22.44M
4 %

30,399

R
RTX

RTX CORPORATION

COM
75513E101
$22.35M
3 %

115,885

M
MSFT

MICROSOFT CORP

COM
594918104
$20.54M
3 %

55,491

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$18.78M
3 %

62,092

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$18.1M
3 %

205,299

---

TJX COS INC NEW

COM
872540109
$16.88M
3 %

105,713

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