StockDriftsStockDriftsTop 50 Hamilton Point Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 6.97% | 63 | $45.2M | -1.56%(-1) | $560454.51(+35.89%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.63% | 895.6K | $43.0M | +2.78%(+24.24K) | $49.14(-1.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.93% | 100.6K | $25.5M | -0.48%(-484) | $77.15(+300.06%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.8% | 86.1K | $24.7M | -0.65%(-561) | $58.32(+510.77%) | 2026-03-31 | |
| EME | EMCOR GROUP INC | 3.46% | 30.4K | $22.4M | -21.79%(-8.47K) | $87.59(+784.38%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.44% | 115.9K | $22.4M | -0.39%(-452) | $69.23(+187.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.16% | 55.5K | $20.5M | -0.22%(-121) | $111.61(+249.88%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 2.89% | 62.1K | $18.8M | -1.05%(-657) | $102.59(+243.06%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.79% | 205.3K | $18.1M | +0.84%(+1.70K) | $44.64(+73.63%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 2.6% | 105.7K | $16.9M | -0.68%(-724) | $36.45(+323.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.82% | +51.36% |
| Top 20 Holdings Unweighted | +13.26% | +45.30% |
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