Hamilton Point Investment Advisors

Hamilton Point Investment Advisors as of March 31, 2024

Portfolio Holdings for Hamilton Point Investment Advisors

Hamilton Point Investment Advisors holds 147 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 8.5 $44M 70.00 634440.00
Microsoft Corporation (MSFT) 4.4 $23M 55k 420.72
Emcor (EME) 3.3 $17M 49k 350.20
Apple (AAPL) 3.3 $17M 99k 171.48
American Express Company (AXP) 2.8 $15M 65k 227.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $15M 28k 524.68
Alphabet Cap Stk Cl C (GOOG) 2.6 $14M 89k 152.26
Church & Dwight (CHD) 2.3 $12M 113k 104.31
Raytheon Technologies Corp (RTX) 2.2 $12M 120k 97.53
TJX Companies (TJX) 2.1 $11M 106k 101.42
Automatic Data Processing (ADP) 2.0 $11M 42k 251.14
Danaher Corporation (DHR) 2.0 $10M 42k 249.99
Deere & Company (DE) 1.9 $10M 25k 412.21
Adobe Systems Incorporated (ADBE) 1.9 $9.8M 19k 504.60
Amgen (AMGN) 1.8 $9.7M 34k 284.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $9.3M 99k 93.71
Accenture Plc Ireland Shs Class A (ACN) 1.7 $9.1M 26k 346.61
Eaton Corp SHS (ETN) 1.7 $9.1M 29k 312.68
Williams-Sonoma (WSM) 1.7 $8.9M 28k 317.53
Hubbell (HUBB) 1.6 $8.3M 20k 415.06
Waste Management (WM) 1.5 $8.1M 38k 213.15
Nice Sponsored Adr (NICE) 1.5 $7.9M 30k 260.62
Becton, Dickinson and (BDX) 1.5 $7.7M 31k 247.45
Littelfuse (LFUS) 1.4 $7.4M 31k 242.35
Texas Instruments Incorporated (TXN) 1.4 $7.3M 42k 174.21
Gentex Corporation (GNTX) 1.4 $7.2M 198k 36.12
Johnson & Johnson (JNJ) 1.3 $6.9M 44k 158.19
Relx Sponsored Adr (RELX) 1.3 $6.8M 156k 43.29
Visa Com Cl A (V) 1.3 $6.7M 24k 279.08
McGrath Rent (MGRC) 1.3 $6.6M 53k 123.37
Roper Industries (ROP) 1.2 $6.4M 12k 560.83
Nextera Energy (NEE) 1.2 $6.4M 100k 63.91
JPMorgan Chase & Co. (JPM) 1.2 $6.1M 31k 200.30
F5 Networks (FFIV) 1.1 $5.9M 31k 189.59
Pepsi (PEP) 1.1 $5.7M 33k 176.27
Watsco, Incorporated (WSO) 1.1 $5.7M 13k 431.98
Wal-Mart Stores (WMT) 1.1 $5.5M 91k 60.38
Cummins (CMI) 1.1 $5.5M 19k 294.65
Unilever Spon Adr New (UL) 1.0 $5.5M 109k 50.19
Main Street Capital Corporation (MAIN) 1.0 $5.5M 115k 47.31
Pool Corporation (POOL) 1.0 $5.4M 14k 403.50
Ishares Gold Tr Ishares New (IAU) 1.0 $5.4M 129k 42.01
Cisco Systems (CSCO) 1.0 $5.4M 108k 49.91
Genuine Parts Company (GPC) 1.0 $5.4M 35k 155.92
Nike CL B (NKE) 1.0 $5.2M 56k 94.35
Cooper Cos (COO) 1.0 $5.2M 51k 101.46
Essential Utils (WTRG) 0.9 $4.7M 127k 37.05
Broadridge Financial Solutions (BR) 0.9 $4.6M 23k 205.66
Colgate-Palmolive Company (CL) 0.8 $4.4M 49k 90.05
Eli Lilly & Co. (LLY) 0.8 $4.2M 5.4k 778.00
Paychex (PAYX) 0.8 $4.0M 33k 122.80
EOG Resources (EOG) 0.7 $3.6M 28k 127.84
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.7 $3.5M 97k 36.04
NVIDIA Corporation (NVDA) 0.7 $3.5M 3.8k 903.66
Pfizer (PFE) 0.6 $3.3M 121k 27.75
International Business Machines (IBM) 0.6 $3.0M 16k 190.96
Rio Tinto Sponsored Adr (RIO) 0.6 $2.9M 45k 66.20
Verizon Communications (VZ) 0.6 $2.9M 70k 41.96
Vital Farms (VITL) 0.4 $2.3M 98k 23.25
Stock Yards Ban (SYBT) 0.4 $2.1M 42k 49.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.9M 4.5k 420.52
Southside Bancshares (SBSI) 0.3 $1.7M 57k 29.23
S&p Global (SPGI) 0.3 $1.6M 3.8k 425.45
W.W. Grainger (GWW) 0.3 $1.4M 1.4k 1017.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.4M 2.9k 480.70
Advanced Micro Devices (AMD) 0.3 $1.4M 7.7k 180.49
Union Pacific Corporation (UNP) 0.3 $1.4M 5.6k 245.93
Merck & Co (MRK) 0.3 $1.3M 10k 132.72
Abbvie (ABBV) 0.2 $1.2M 6.5k 182.10
Abbott Laboratories (ABT) 0.2 $1.0M 9.1k 113.65
Lowe's Companies (LOW) 0.2 $1.0M 3.9k 254.73
Procter & Gamble Company (PG) 0.2 $880k 5.4k 162.26
Coca-Cola Company (KO) 0.2 $866k 14k 61.66
Illinois Tool Works (ITW) 0.2 $857k 3.2k 269.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $802k 2.4k 337.05
Amazon (AMZN) 0.1 $708k 3.9k 180.39
Alphabet Cap Stk Cl A (GOOGL) 0.1 $703k 4.7k 150.93
Exxon Mobil Corporation (XOM) 0.1 $668k 5.7k 116.24
Tyler Technologies (TYL) 0.1 $639k 1.5k 425.01
Microchip Technology (MCHP) 0.1 $636k 7.1k 89.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $618k 1.4k 444.60
Ishares Tr Core S&p500 Etf (IVV) 0.1 $561k 1.1k 525.73
Vanguard Index Fds Value Etf (VTV) 0.1 $554k 3.4k 162.86
Pathfinder Ban (PBHC) 0.1 $476k 38k 12.38
Lockheed Martin Corporation (LMT) 0.1 $467k 1.0k 454.87
Cigna Corp (CI) 0.1 $460k 1.3k 363.19
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $452k 2.5k 182.61
Home Depot (HD) 0.1 $442k 1.2k 383.66
Rayonier (RYN) 0.1 $420k 13k 33.24
Spdr Gold Tr Gold Shs (GLD) 0.1 $403k 2.0k 205.72
Vanguard World Inf Tech Etf (VGT) 0.1 $403k 768.00 524.34
3M Company (MMM) 0.1 $402k 3.8k 106.07
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $400k 4.3k 93.75
Asml Holding N V N Y Registry Shs (ASML) 0.1 $398k 410.00 970.47
Philip Morris International (PM) 0.1 $396k 4.3k 92.92
The Trade Desk Com Cl A (TTD) 0.1 $392k 4.5k 87.42
Emerson Electric (EMR) 0.1 $386k 3.4k 113.42
McDonald's Corporation (MCD) 0.1 $363k 1.3k 281.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $352k 2.0k 179.11
Honeywell International (HON) 0.1 $341k 1.7k 205.25
Fair Isaac Corporation (FICO) 0.1 $336k 269.00 1249.61
Meta Platforms Cl A (META) 0.1 $331k 681.00 485.32
General Dynamics Corporation (GD) 0.1 $327k 1.2k 282.49
Intel Corporation (INTC) 0.1 $310k 7.0k 44.17
Dell Technologies CL C (DELL) 0.1 $282k 2.5k 114.11
Stryker Corporation (SYK) 0.1 $274k 763.00 358.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $273k 4.5k 60.74
Paccar (PCAR) 0.0 $242k 2.0k 123.89
Mongodb Cl A (MDB) 0.0 $231k 643.00 358.64
Chevron Corporation (CVX) 0.0 $227k 1.4k 157.72
Capital One Financial (COF) 0.0 $220k 1.5k 148.89
Copart (CPRT) 0.0 $212k 3.7k 57.92
Mastercard Incorporated Cl A (MA) 0.0 $209k 434.00 481.57
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $203k 2.4k 85.06
Mondelez Intl Cl A (MDLZ) 0.0 $202k 2.9k 70.42
Spdr Ser Tr S&p Transn Etf (XTN) 0.0 $197k 2.3k 84.75
Select Sector Spdr Tr Technology (XLK) 0.0 $180k 866.00 208.27
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $167k 1.1k 147.73
Ishares Tr Msci Eafe Etf (EFA) 0.0 $159k 2.0k 79.86
Vanguard Index Fds Growth Etf (VUG) 0.0 $154k 447.00 344.20
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $141k 1.7k 84.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $114k 1.9k 61.05
Anavex Life Sciences Corp Com New (AVXL) 0.0 $103k 20k 5.09
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $102k 814.00 125.33
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $69k 377.00 183.89
Ishares Tr Russell 2000 Etf (IWM) 0.0 $68k 323.00 210.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $65k 1.7k 39.02
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $55k 500.00 110.52
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $54k 472.00 114.14
Ishares Tr U.s. Tech Etf (IYW) 0.0 $52k 386.00 135.06
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $48k 213.00 225.92
Select Sector Spdr Tr Energy (XLE) 0.0 $42k 446.00 94.41
Select Sector Spdr Tr Indl (XLI) 0.0 $42k 333.00 125.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $26k 532.00 49.24
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $26k 725.00 35.61
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $24k 420.00 57.03
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $23k 835.00 27.76
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $19k 298.00 62.06
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $18k 195.00 90.00
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $14k 387.00 35.47
Ishares Tr Cohen Steer Reit (ICF) 0.0 $13k 220.00 57.70
Spdr Ser Tr S&p Biotech (XBI) 0.0 $10k 105.00 94.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $8.7k 345.00 25.25
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $7.8k 116.00 67.39
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $7.7k 214.00 35.80
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.7k 184.00 20.30
Vanguard Index Fds Small Cp Etf (VB) 0.0 $2.7k 12.00 228.58