13F HOLDINGS REPORT
Hamilton Point Investment Advisors, LLC
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001398344-25-019345
Total Value
$640.7M
Positions
162
Other Managers
0
Confidential Omitted
No
Holdings (162)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 69 | $52.0M | 8.12% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 829,334 | $41.0M | 6.40% |
| 3 | MICROSOFT CORP | MSFT | 53,121 | $27.5M | 4.29% |
| 4 | APPLE INC | AAPL | 99,975 | $25.5M | 3.97% |
| 5 | EMCOR GROUP INC | EME | 38,660 | $25.1M | 3.92% |
| 6 | ALPHABET INC | GOOG | 86,183 | $21.0M | 3.28% |
| 7 | AMERICAN EXPRESS CO | AXP | 62,993 | $20.9M | 3.27% |
| 8 | RTX CORPORATION | RTX | 116,589 | $19.5M | 3.05% |
| 9 | TJX COS INC NEW | 872540109 | 106,344 | $15.4M | 2.40% |
| 10 | ISHARES GOLD TR | IAU | 200,010 | $14.6M | 2.27% |
| 11 | AMERICAN CENTY ETF TR | 025072877 | 134,804 | $13.4M | 2.09% |
| 12 | AUTOMATIC DATA PROCESSING IN | ADP | 39,536 | $11.7M | 1.82% |
| 13 | DEERE & CO | DE | 24,440 | $11.2M | 1.75% |
| 14 | EATON CORP PLC | ETN | 29,528 | $11.1M | 1.72% |
| 15 | AMGEN INC | AMGN | 33,790 | $9.5M | 1.49% |
| 16 | CHURCH & DWIGHT CO INC | CHD | 107,875 | $9.5M | 1.48% |
| 17 | F5 INC | FFIV | 29,231 | $9.4M | 1.47% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 28,864 | $9.1M | 1.42% |
| 19 | HUBBELL INC | HUBB | 19,417 | $8.4M | 1.30% |
| 20 | VISA INC | V | 24,465 | $8.4M | 1.30% |
| 21 | NICE LTD | NCSYF | 57,170 | $8.3M | 1.29% |
| 22 | SALESFORCE INC | CRM | 33,390 | $7.9M | 1.24% |
| 23 | NEXTERA ENERGY INC | NEE-PW | 102,037 | $7.7M | 1.20% |
| 24 | INTERNATIONAL BUSINESS MACHS | INTR | 27,225 | $7.7M | 1.20% |
| 25 | DANAHER CORPORATION | 235851102 | 38,676 | $7.7M | 1.20% |
| 26 | LITTELFUSE INC | LFUS | 29,366 | $7.6M | 1.19% |
| 27 | CUMMINS INC | CMI | 17,917 | $7.6M | 1.18% |
| 28 | RELX PLC | RLXXF | 156,850 | $7.5M | 1.17% |
| 29 | JOHNSON & JOHNSON | JNJ | 40,316 | $7.5M | 1.17% |
| 30 | WILLIAMS SONOMA INC | WSM | 38,103 | $7.4M | 1.16% |
| 31 | MAIN STR CAP CORP | 56035L104 | 114,975 | $7.3M | 1.14% |
| 32 | CISCO SYS INC | CSCO | 104,940 | $7.2M | 1.12% |
| 33 | WALMART INC | WMT | 65,689 | $6.8M | 1.06% |
| 34 | DELL TECHNOLOGIES INC | DELL | 47,633 | $6.8M | 1.05% |
| 35 | ADOBE INC | ADBE | 18,445 | $6.5M | 1.02% |
| 36 | UNILEVER PLC | UNLYF | 104,620 | $6.2M | 0.97% |
| 37 | ACCENTURE PLC IRELAND | ACN | 24,812 | $6.1M | 0.96% |
| 38 | MCGRATH RENTCORP | MGRC | 51,639 | $6.1M | 0.95% |
| 39 | NVIDIA CORPORATION | NVDA | 31,917 | $6.0M | 0.93% |
| 40 | BECTON DICKINSON & CO | BDX | 30,450 | $5.7M | 0.89% |
| 41 | VERIZON COMMUNICATIONS INC | VZ | 125,249 | $5.5M | 0.86% |
| 42 | ROPER TECHNOLOGIES INC | ROP | 10,993 | $5.5M | 0.86% |
| 43 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 22,775 | $5.4M | 0.85% |
| 44 | WATSCO INC | WSO-B | 13,071 | $5.3M | 0.82% |
| 45 | WASTE MGMT INC DEL | 94106L109 | 23,893 | $5.3M | 0.82% |
| 46 | ESSENTIAL UTILS INC | 29670G102 | 131,824 | $5.3M | 0.82% |
| 47 | SPDR S&P 500 ETF TR | SPY | 7,109 | $4.7M | 0.74% |
| 48 | GENUINE PARTS CO | GPC | 33,707 | $4.7M | 0.73% |
| 49 | BROOKFIELD INFRASTRUCTURE CO | BIPC | 113,343 | $4.7M | 0.73% |
| 50 | MEDTRONIC PLC | MDT | 47,823 | $4.6M | 0.72% |
| 51 | PFIZER INC | PFE | 173,381 | $4.4M | 0.69% |
| 52 | EAGLE MATLS INC | 26969P108 | 18,700 | $4.4M | 0.68% |
| 53 | PAYCHEX INC | PAYX | 31,629 | $4.0M | 0.63% |
| 54 | COLGATE PALMOLIVE CO | CL | 48,683 | $3.9M | 0.61% |
| 55 | HERSHEY CO | HSY | 20,727 | $3.9M | 0.61% |
| 56 | ELI LILLY & CO | LLY | 5,015 | $3.8M | 0.60% |
| 57 | TEXAS INSTRS INC | 882508104 | 20,755 | $3.8M | 0.60% |
| 58 | NIKE INC | NKE | 52,173 | $3.7M | 0.57% |
| 59 | EOG RES INC | EOG | 28,563 | $3.2M | 0.50% |
| 60 | RIO TINTO PLC | RTNTF | 42,206 | $2.8M | 0.43% |
| 61 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,235 | $2.6M | 0.41% |
| 62 | S&P GLOBAL INC | SPGI | 3,808 | $1.9M | 0.29% |
| 63 | VANGUARD INDEX FDS | 922908363 | 2,845 | $1.7M | 0.27% |
| 64 | ABBVIE INC | ABBV | 6,134 | $1.4M | 0.22% |
| 65 | TRUST FOR PROFESSIONAL MANAG | 89834G562 | 49,524 | $1.4M | 0.21% |
| 66 | ABBOTT LABS | ABLZF | 9,813 | $1.3M | 0.21% |
| 67 | UNION PAC CORP | UNP | 5,145 | $1.2M | 0.19% |
| 68 | GRAINGER W W INC | 384802104 | 1,276 | $1.2M | 0.19% |
| 69 | ALPHABET INC | GOOG | 4,845 | $1.2M | 0.18% |
| 70 | ISHARES TR | 464287614 | 2,284 | $1.1M | 0.17% |
| 71 | MARSH & MCLENNAN COS INC | 571748102 | 5,126 | $1.0M | 0.16% |
| 72 | SPDR GOLD TR | GLD | 2,846 | $1.0M | 0.16% |
| 73 | ADVANCED MICRO DEVICES INC | AMD | 6,168 | $997,921 | 0.16% |
| 74 | AMAZON COM INC | AMZN | 4,439 | $974,660 | 0.15% |
| 75 | LOWES COS INC | 548661107 | 3,849 | $967,292 | 0.15% |
| 76 | PROCTER AND GAMBLE CO | 742718109 | 6,078 | $933,950 | 0.15% |
| 77 | PEPSICO INC | PEP | 6,553 | $920,305 | 0.14% |
| 78 | COCA COLA CO | KO | 13,180 | $880,819 | 0.14% |
| 79 | MERCK & CO INC | MRK | 10,150 | $860,144 | 0.13% |
| 80 | INVESCO QQQ TR | IVZ | 1,391 | $836,080 | 0.13% |
| 81 | ILLINOIS TOOL WKS INC | 452308109 | 3,158 | $828,564 | 0.13% |
| 82 | VANGUARD INDEX FDS | 922908744 | 4,034 | $756,106 | 0.12% |
| 83 | EXXON MOBIL CORP | XOM | 6,620 | $746,405 | 0.12% |
| 84 | ISHARES TR | 464287200 | 1,067 | $714,143 | 0.11% |
| 85 | TYLER TECHNOLOGIES INC | TYL | 1,361 | $712,021 | 0.11% |
| 86 | SCHWAB STRATEGIC TR | 808524102 | 25,067 | $644,473 | 0.10% |
| 87 | BROADCOM INC | AVGO | 1,953 | $644,271 | 0.10% |
| 88 | PHILIP MORRIS INTL INC | 718172109 | 3,821 | $619,812 | 0.10% |
| 89 | PATHFINDER BANCORP INC MD | PBHC | 38,429 | $602,375 | 0.09% |
| 90 | UNITEDHEALTH GROUP INC | UNH | 1,671 | $576,939 | 0.09% |
| 91 | VANGUARD WORLD FD | 92204A702 | 768 | $573,412 | 0.09% |
| 92 | META PLATFORMS INC | META | 738 | $541,710 | 0.08% |
| 93 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,476 | $536,437 | 0.08% |
| 94 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 2,250 | $532,755 | 0.08% |
| 95 | ISHARES TR | 464287598 | 2,587 | $526,687 | 0.08% |
| 96 | MCDONALDS CORP | MCD | 1,719 | $522,539 | 0.08% |
| 97 | LOCKHEED MARTIN CORP | LMT | 1,027 | $512,689 | 0.08% |
| 98 | HOME DEPOT INC | HD | 1,110 | $449,913 | 0.07% |
| 99 | GENERAL DYNAMICS CORP | GD | 1,186 | $404,426 | 0.06% |
| 100 | FAIR ISAAC CORP | FICO | 269 | $402,567 | 0.06% |
| 101 | ASML HOLDING N V | ASMLF | 403 | $390,205 | 0.06% |
| 102 | MICROCHIP TECHNOLOGY INC. | MCHPP | 5,694 | $365,669 | 0.06% |
| 103 | 3M CO | MMM | 2,351 | $364,828 | 0.06% |
| 104 | THE CIGNA GROUP | 125523100 | 1,261 | $363,483 | 0.06% |
| 105 | EMERSON ELEC CO | EMR | 2,765 | $362,704 | 0.06% |
| 106 | HONEYWELL INTL INC | 438516106 | 1,704 | $358,692 | 0.06% |
| 107 | RAYONIER INC | RYN | 13,180 | $349,797 | 0.05% |
| 108 | VANGUARD INDEX FDS | 922908736 | 688 | $330,320 | 0.05% |
| 109 | DUKE ENERGY CORP NEW | DUKB | 2,583 | $319,623 | 0.05% |
| 110 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,318 | $318,655 | 0.05% |
| 111 | CAPITAL ONE FINL CORP | 14040H105 | 1,478 | $314,193 | 0.05% |
| 112 | BANK AMERICA CORP | 060505104 | 5,988 | $308,921 | 0.05% |
| 113 | ORACLE CORP | ORCL-PD | 1,095 | $307,958 | 0.05% |
| 114 | STRYKER CORPORATION | SYK | 817 | $302,701 | 0.05% |
| 115 | MASTERCARD INCORPORATED | MA | 488 | $277,579 | 0.04% |
| 116 | SOUTHERN CO | SOMN | 2,879 | $272,849 | 0.04% |
| 117 | OREILLY AUTOMOTIVE INC | 67103H107 | 2,520 | $271,681 | 0.04% |
| 118 | LAM RESEARCH CORP | LRCX | 2,020 | $271,003 | 0.04% |
| 119 | CROWDSTRIKE HLDGS INC | CRWD | 506 | $248,136 | 0.04% |
| 120 | SELECT SECTOR SPDR TR | 81369Y803 | 866 | $244,091 | 0.04% |
| 121 | MCKESSON CORP | MCK | 314 | $242,835 | 0.04% |
| 122 | KLA CORP | KLAC | 220 | $237,019 | 0.04% |
| 123 | SCHWAB STRATEGIC TR | 808524805 | 10,072 | $234,476 | 0.04% |
| 124 | INTERNATIONAL PAPER CO | 460146103 | 5,043 | $233,995 | 0.04% |
| 125 | INTEL CORP | INTC | 6,808 | $228,408 | 0.04% |
| 126 | THE TRADE DESK INC | 88339J105 | 4,481 | $219,596 | 0.03% |
| 127 | VANGUARD SCOTTSDALE FDS | 92206C664 | 2,190 | $214,226 | 0.03% |
| 128 | CHEVRON CORP NEW | CVX | 1,355 | $210,434 | 0.03% |
| 129 | TESLA INC | TSLA | 470 | $208,880 | 0.03% |
| 130 | COSTCO WHSL CORP NEW | 22160K105 | 221 | $204,984 | 0.03% |
| 131 | ANAVEX LIFE SCIENCES CORP | AVXL | 20,300 | $180,670 | 0.03% |
| 132 | ISHARES TR | 464287499 | 1,759 | $169,831 | 0.03% |
| 133 | SELECT SECTOR SPDR TR | 81369Y209 | 1,128 | $156,984 | 0.02% |
| 134 | ISHARES TR | 464287473 | 814 | $113,691 | 0.02% |
| 135 | ISHARES TR | 464287465 | 1,022 | $95,424 | 0.01% |
| 136 | SELECT SECTOR SPDR TR | 81369Y407 | 377 | $90,344 | 0.01% |
| 137 | ISHARES TR | 464287655 | 323 | $78,153 | 0.01% |
| 138 | ISHARES TR | 464287721 | 386 | $75,602 | 0.01% |
| 139 | ISHARES TR | 464287481 | 472 | $67,218 | 0.01% |
| 140 | ISHARES TR | 464287523 | 213 | $57,749 | 0.01% |
| 141 | VANGUARD INDEX FDS | 922908769 | 167 | $54,956 | 0.01% |
| 142 | SELECT SECTOR SPDR TR | 81369Y704 | 333 | $51,359 | 0.01% |
| 143 | SELECT SECTOR SPDR TR | 81369Y506 | 446 | $39,846 | 0.01% |
| 144 | SCHWAB STRATEGIC TR | 808524755 | 725 | $31,146 | 0.00% |
| 145 | SCHWAB STRATEGIC TR | 808524730 | 835 | $30,194 | 0.00% |
| 146 | SCHWAB STRATEGIC TR | 808524607 | 1,064 | $29,686 | 0.00% |
| 147 | SCHWAB STRATEGIC TR | 808524763 | 840 | $26,174 | 0.00% |
| 148 | VANGUARD INDEX FDS | 922908611 | 124 | $25,995 | 0.00% |
| 149 | SCHWAB STRATEGIC TR | 808524201 | 894 | $23,548 | 0.00% |
| 150 | VANGUARD INDEX FDS | 922908595 | 77 | $22,950 | 0.00% |
| 151 | SCHWAB STRATEGIC TR | 808524300 | 712 | $22,720 | 0.00% |
| 152 | SCHWAB STRATEGIC TR | 808524748 | 387 | $17,225 | 0.00% |
| 153 | LONGEVERON INC | LGVN | 22,446 | $16,837 | 0.00% |
| 154 | ISHARES TR | 464287564 | 220 | $13,556 | 0.00% |
| 155 | SCHWAB STRATEGIC TR | 808524706 | 345 | $11,513 | 0.00% |
| 156 | SCHWAB STRATEGIC TR | 808524888 | 214 | $9,739 | 0.00% |
| 157 | SCHWAB STRATEGIC TR | 808524771 | 348 | $9,152 | 0.00% |
| 158 | ISHARES TR | 464287648 | 13 | $4,161 | 0.00% |
| 159 | SCHWAB STRATEGIC TR | 808524847 | 184 | $3,969 | 0.00% |
| 160 | VANGUARD INDEX FDS | 922908751 | 12 | $3,061 | 0.00% |
| 161 | SCHWAB STRATEGIC TR | 808524409 | 60 | $1,747 | 0.00% |
| 162 | ISHARES TR | 464287739 | 1 | $63 | 0.00% |