StockDriftsStockDriftsTop 50 Hamilton Point Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | 6.27% | 919.3K | $44.5M | +2.65%(+23.71K) | $49.12(-2.91%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 6.01% | 57 | $42.7M | -9.52%(-6) | $594341.45(+25.75%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.27% | 85.8K | $30.3M | -0.37%(-322) | $58.32(+487.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.09% | 100.3K | $29.0M | -0.31%(-314) | $77.15(+295.85%) | 2026-06-30 | |
| EME | EMCOR GROUP INC | 3.55% | 30.4K | $25.2M | +0.00%(+1) | $87.62(+883.33%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 3.05% | 114.0K | $21.6M | -1.62%(-1.88K) | $69.23(+222.91%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 2.95% | 62.0K | $21.0M | -0.14%(-90) | $102.59(+231.21%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.91% | 47.9K | $20.7M | +0.10%(+46) | $107.43(+346.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.87% | 54.5K | $20.3M | -1.72%(-952) | $111.61(+335.52%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.49% | 141.7K | $17.7M | +1.14%(+1.60K) | $80.37(+59.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.49% | +54.05% | +8.54% | +50.66% |
| Top 20 Holdings Unweighted | +14.43% | +49.84% | +8.05% | +47.29% |
Hamilton Point Investment Advisors, LLC reports $710.15M in US-listed equity holdings across 192 positions in its most recent 13F filing. Its largest disclosed positions are BNDX (6.3%), BRK.A (6.0%) and GOOG (4.3%). The top 20 holdings account for 57.16% of reported assets. Its disclosed equity book has returned +54.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hamilton Point Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599746). View Hamilton Point Investment Advisors, LLC’s 13F filings on SEC