13F HOLDINGS REPORT
Hamilton Point Investment Advisors, LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001398344-26-002895
Total Value
$657.8M
Positions
190
Other Managers
0
Confidential Omitted
No
Holdings (190)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 64 | $48.3M | 7.34% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 871,392 | $42.1M | 6.40% |
| 3 | APPLE INC | AAPL | 101,114 | $27.5M | 4.18% |
| 4 | ALPHABET INC | GOOG | 86,638 | $27.2M | 4.13% |
| 5 | MICROSOFT CORP | MSFT | 55,612 | $26.9M | 4.09% |
| 6 | EMCOR GROUP INC | EME | 38,867 | $23.8M | 3.61% |
| 7 | AMERICAN EXPRESS CO | AXP | 62,749 | $23.2M | 3.53% |
| 8 | RTX CORPORATION | RTX | 116,337 | $21.3M | 3.24% |
| 9 | ISHARES GOLD TR | IAU | 203,598 | $16.5M | 2.51% |
| 10 | TJX COS INC NEW | 872540109 | 106,437 | $16.3M | 2.49% |
| 11 | AMERICAN CENTY ETF TR | 025072877 | 138,486 | $14.1M | 2.15% |
| 12 | DEERE & CO | DE | 24,612 | $11.5M | 1.75% |
| 13 | AMGEN INC | AMGN | 33,682 | $11.0M | 1.68% |
| 14 | AUTOMATIC DATA PROCESSING IN | ADP | 40,112 | $10.4M | 1.58% |
| 15 | EATON CORP PLC | ETN | 29,683 | $9.5M | 1.44% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 29,257 | $9.4M | 1.43% |
| 17 | CUMMINS INC | CMI | 18,002 | $9.2M | 1.40% |
| 18 | CHURCH & DWIGHT CO INC | CHD | 107,721 | $9.0M | 1.37% |
| 19 | SALESFORCE INC | CRM | 33,408 | $8.9M | 1.35% |
| 20 | DANAHER CORPORATION | 235851102 | 38,627 | $8.9M | 1.35% |
| 21 | HUBBELL INC | HUBB | 19,500 | $8.7M | 1.32% |
| 22 | VISA INC | V | 24,556 | $8.6M | 1.31% |
| 23 | NEXTERA ENERGY INC | NEE-PW | 102,242 | $8.2M | 1.25% |
| 24 | JOHNSON & JOHNSON | JNJ | 39,490 | $8.2M | 1.24% |
| 25 | CISCO SYS INC | CSCO | 105,357 | $8.1M | 1.23% |
| 26 | INTERNATIONAL BUSINESS MACHS | INTR | 26,990 | $8.0M | 1.22% |
| 27 | NVIDIA CORPORATION | NVDA | 40,475 | $7.5M | 1.15% |
| 28 | COLGATE PALMOLIVE CO | CL | 93,674 | $7.4M | 1.13% |
| 29 | WALMART INC | WMT | 66,219 | $7.4M | 1.12% |
| 30 | LITTELFUSE INC | LFUS | 29,158 | $7.4M | 1.12% |
| 31 | ROPER TECHNOLOGIES INC | ROP | 16,033 | $7.1M | 1.08% |
| 32 | MAIN STR CAP CORP | 56035L104 | 114,005 | $6.9M | 1.05% |
| 33 | WILLIAMS SONOMA INC | WSM | 38,346 | $6.8M | 1.04% |
| 34 | ACCENTURE PLC IRELAND | ACN | 24,182 | $6.5M | 0.99% |
| 35 | ADOBE INC | ADBE | 18,291 | $6.4M | 0.97% |
| 36 | RELX PLC | RLXXF | 156,765 | $6.3M | 0.96% |
| 37 | DELL TECHNOLOGIES INC | DELL | 47,780 | $6.0M | 0.91% |
| 38 | UNILEVER PLC | UNLYF | 91,387 | $6.0M | 0.91% |
| 39 | EAGLE MATLS INC | 26969P108 | 27,796 | $5.8M | 0.87% |
| 40 | NICE LTD | NCSYF | 48,489 | $5.5M | 0.83% |
| 41 | BECTON DICKINSON & CO | BDX | 28,189 | $5.5M | 0.83% |
| 42 | ELI LILLY & CO | LLY | 5,032 | $5.4M | 0.82% |
| 43 | MCGRATH RENTCORP | MGRC | 51,199 | $5.4M | 0.82% |
| 44 | WASTE MGMT INC DEL | 94106L109 | 24,203 | $5.3M | 0.81% |
| 45 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 23,148 | $5.2M | 0.79% |
| 46 | BROOKFIELD INFRASTRUCTURE CO | BIPC | 113,046 | $5.1M | 0.78% |
| 47 | ESSENTIAL UTILS INC | 29670G102 | 132,788 | $5.1M | 0.77% |
| 48 | VERIZON COMMUNICATIONS INC | VZ | 124,150 | $5.1M | 0.77% |
| 49 | SPDR S&P 500 ETF TR | SPY | 7,109 | $4.9M | 0.74% |
| 50 | MEDTRONIC PLC | MDT | 47,973 | $4.6M | 0.71% |
| 51 | WATSCO INC | WSO-B | 12,996 | $4.4M | 0.67% |
| 52 | GENUINE PARTS CO | GPC | 33,670 | $4.2M | 0.63% |
| 53 | PFIZER INC | PFE | 158,183 | $3.9M | 0.60% |
| 54 | HERSHEY CO | HSY | 20,740 | $3.8M | 0.57% |
| 55 | TEXAS INSTRS INC | 882508104 | 21,046 | $3.7M | 0.56% |
| 56 | PAYCHEX INC | PAYX | 31,109 | $3.5M | 0.53% |
| 57 | RIO TINTO PLC | RTNTF | 41,266 | $3.3M | 0.50% |
| 58 | NIKE INC | NKE | 51,016 | $3.3M | 0.50% |
| 59 | VITAL FARMS INC | VITL | 100,000 | $3.2M | 0.49% |
| 60 | EOG RES INC | EOG | 28,590 | $3.0M | 0.46% |
| 61 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,454 | $2.7M | 0.42% |
| 62 | S&P GLOBAL INC | SPGI | 3,808 | $2.0M | 0.30% |
| 63 | VANGUARD INDEX FDS | 922908363 | 2,795 | $1.8M | 0.27% |
| 64 | ALPHABET INC | GOOG | 4,938 | $1.5M | 0.23% |
| 65 | TRUST FOR PROFESSIONAL MANAG | 89834G562 | 52,518 | $1.4M | 0.22% |
| 66 | ABBVIE INC | ABBV | 6,218 | $1.4M | 0.22% |
| 67 | WW GRAINGER INC | 384802104 | 1,276 | $1.3M | 0.20% |
| 68 | ADVANCED MICRO DEVICES INC | AMD | 5,903 | $1.3M | 0.19% |
| 69 | ABBOTT LABS | ABLZF | 9,971 | $1.2M | 0.19% |
| 70 | MERCK & CO INC | MRK | 11,687 | $1.2M | 0.19% |
| 71 | UNION PAC CORP | UNP | 5,253 | $1.2M | 0.18% |
| 72 | ISHARES TR | 464287614 | 2,515 | $1.2M | 0.18% |
| 73 | AMAZON COM INC | AMZN | 4,872 | $1.1M | 0.17% |
| 74 | EXXON MOBIL CORP | XOM | 8,522 | $1.0M | 0.16% |
| 75 | COCA COLA CO | KO | 14,250 | $996,218 | 0.15% |
| 76 | PEPSICO INC | PEP | 6,800 | $985,681 | 0.15% |
| 77 | MARSH & MCLENNAN COS INC | 571748102 | 5,158 | $956,849 | 0.15% |
| 78 | LOWES COS INC | 548661107 | 3,853 | $929,189 | 0.14% |
| 79 | PROCTER AND GAMBLE CO | 742718109 | 6,130 | $878,552 | 0.13% |
| 80 | INVESCO QQQ TR | IVZ | 1,391 | $854,505 | 0.13% |
| 81 | ISHARES TR | 464287200 | 1,215 | $832,202 | 0.13% |
| 82 | SPDR GOLD TR | GLD | 2,067 | $819,173 | 0.12% |
| 83 | ILLINOIS TOOL WKS INC | 452308109 | 3,219 | $798,022 | 0.12% |
| 84 | META PLATFORMS INC | META | 1,182 | $780,512 | 0.12% |
| 85 | VANGUARD INDEX FDS | 922908744 | 3,772 | $720,414 | 0.11% |
| 86 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 2,436 | $672,653 | 0.10% |
| 87 | BROADCOM INC | AVGO | 1,929 | $667,582 | 0.10% |
| 88 | SCHWAB STRATEGIC TR | 808524102 | 25,067 | $657,507 | 0.10% |
| 89 | TYLER TECHNOLOGIES INC | TYL | 1,361 | $617,826 | 0.09% |
| 90 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,726 | $599,120 | 0.09% |
| 91 | PHILIP MORRIS INTL INC | 718172109 | 3,672 | $594,395 | 0.09% |
| 92 | VANGUARD WORLD FD | 92204A702 | 768 | $578,903 | 0.09% |
| 93 | LOCKHEED MARTIN CORP | LMT | 1,154 | $558,155 | 0.08% |
| 94 | PATHFINDER BANCORP INC MD | PBHC | 38,429 | $542,233 | 0.08% |
| 95 | MCDONALDS CORP | MCD | 1,750 | $534,845 | 0.08% |
| 96 | UNITEDHEALTH GROUP INC | UNH | 1,614 | $532,743 | 0.08% |
| 97 | ISHARES TR | 464287598 | 2,527 | $531,529 | 0.08% |
| 98 | FAIR ISAAC CORP | FICO | 269 | $454,777 | 0.07% |
| 99 | ASML HOLDING N V | ASMLF | 403 | $431,228 | 0.07% |
| 100 | MICROCHIP TECHNOLOGY INC. | MCHPP | 6,696 | $426,669 | 0.06% |
| 101 | COSTCO WHSL CORP NEW | 22160K105 | 457 | $394,511 | 0.06% |
| 102 | GENERAL DYNAMICS CORP | GD | 1,159 | $390,189 | 0.06% |
| 103 | HOME DEPOT INC | HD | 1,126 | $387,391 | 0.06% |
| 104 | 3M CO | MMM | 2,351 | $376,395 | 0.06% |
| 105 | EMERSON ELEC CO | EMR | 2,742 | $363,910 | 0.06% |
| 106 | HONEYWELL INTL INC | 438516106 | 1,851 | $361,112 | 0.05% |
| 107 | CAPITAL ONE FINL CORP | 14040H105 | 1,478 | $358,208 | 0.05% |
| 108 | THE CIGNA GROUP | 125523100 | 1,261 | $347,065 | 0.05% |
| 109 | LAM RESEARCH CORP | LRCX | 2,020 | $346,309 | 0.05% |
| 110 | BANK AMERICA CORP | 060505104 | 5,980 | $328,900 | 0.05% |
| 111 | MCKESSON CORP | MCK | 394 | $323,517 | 0.05% |
| 112 | CORNING INC | GLW | 3,607 | $315,836 | 0.05% |
| 113 | MASTERCARD INCORPORATED | MA | 524 | $299,141 | 0.05% |
| 114 | DUKE ENERGY CORP NEW | DUKB | 2,532 | $296,754 | 0.05% |
| 115 | RAYONIER INC | RYN | 13,526 | $292,838 | 0.04% |
| 116 | STRYKER CORPORATION | SYK | 817 | $287,880 | 0.04% |
| 117 | CROWDSTRIKE HLDGS INC | CRWD | 586 | $274,697 | 0.04% |
| 118 | VANGUARD STAR FDS | 921909768 | 3,347 | $252,498 | 0.04% |
| 119 | INTEL CORP | INTC | 6,808 | $251,215 | 0.04% |
| 120 | SOUTHERN CO | SOMN | 2,879 | $251,054 | 0.04% |
| 121 | SELECT SECTOR SPDR TR | 81369Y803 | 1,732 | $249,356 | 0.04% |
| 122 | PROFESIONALLY MANAGED PORTFO | 74316P579 | 3,732 | $244,483 | 0.04% |
| 123 | SCHWAB STRATEGIC TR | 808524805 | 10,072 | $242,131 | 0.04% |
| 124 | CONOCOPHILLIPS | COP | 2,536 | $237,395 | 0.04% |
| 125 | VANGUARD WHITEHALL FDS | 921946406 | 1,648 | $236,478 | 0.04% |
| 126 | VANGUARD TAX-MANAGED FDS | 921943858 | 3,680 | $229,890 | 0.03% |
| 127 | OREILLY AUTOMOTIVE INC | 67103H107 | 2,520 | $229,849 | 0.03% |
| 128 | MARKEL GROUP INC | MKL | 102 | $219,264 | 0.03% |
| 129 | T-MOBILE US INC | TMUSZ | 1,074 | $218,000 | 0.03% |
| 130 | TESLA INC | TSLA | 485 | $217,974 | 0.03% |
| 131 | VANGUARD SCOTTSDALE FDS | 92206C664 | 2,190 | $217,949 | 0.03% |
| 132 | ORACLE CORP | ORCL-PD | 1,118 | $217,909 | 0.03% |
| 133 | PACCAR INC | PCAR | 1,950 | $216,275 | 0.03% |
| 134 | ISHARES TR | 46432F842 | 2,404 | $215,021 | 0.03% |
| 135 | MICRON TECHNOLOGY INC | MU | 748 | $213,573 | 0.03% |
| 136 | SPDR SERIES TRUST | 78464A532 | 2,324 | $212,302 | 0.03% |
| 137 | ISHARES TR | 464287309 | 1,698 | $209,258 | 0.03% |
| 138 | CHEVRON CORP NEW | CVX | 1,350 | $205,771 | 0.03% |
| 139 | VANGUARD INDEX FDS | 922908736 | 420 | $204,901 | 0.03% |
| 140 | WELLS FARGO CO NEW | 949746101 | 1,968 | $183,418 | 0.03% |
| 141 | SELECT SECTOR SPDR TR | 81369Y209 | 1,128 | $174,614 | 0.03% |
| 142 | ISHARES TR | 464287499 | 1,759 | $169,339 | 0.03% |
| 143 | WELLS FARGO CO NEW | 949746804 | 135 | $163,620 | 0.02% |
| 144 | ISHARES TR | 464287473 | 1,039 | $146,498 | 0.02% |
| 145 | EA SERIES TRUST | 02072L532 | 5,639 | $131,383 | 0.02% |
| 146 | EA SERIES TRUST | 02072L847 | 3,650 | $127,670 | 0.02% |
| 147 | SELECT SECTOR SPDR TR | 81369Y506 | 2,708 | $121,078 | 0.02% |
| 148 | SPDR GOLD TR | GLD | 300 | $118,893 | 0.02% |
| 149 | ISHARES TR | 464288687 | 3,464 | $107,257 | 0.02% |
| 150 | ISHARES TR | 464287507 | 1,574 | $103,866 | 0.02% |
| 151 | ISHARES TR | 464287465 | 1,075 | $103,232 | 0.02% |
| 152 | VANGUARD INDEX FDS | 922908769 | 273 | $91,529 | 0.01% |
| 153 | ISHARES TR | 464287481 | 662 | $90,607 | 0.01% |
| 154 | SELECT SECTOR SPDR TR | 81369Y407 | 754 | $90,035 | 0.01% |
| 155 | ISHARES TR | 464287655 | 323 | $79,510 | 0.01% |
| 156 | ISHARES TR | 464287721 | 386 | $77,076 | 0.01% |
| 157 | SELECT SECTOR SPDR TR | 81369Y605 | 1,393 | $76,291 | 0.01% |
| 158 | ANAVEX LIFE SCIENCES CORP | AVXL | 20,300 | $72,268 | 0.01% |
| 159 | ISHARES TR | 464287523 | 213 | $64,145 | 0.01% |
| 160 | ISHARES TR | 464287408 | 294 | $62,349 | 0.01% |
| 161 | VANGUARD SCOTTSDALE FDS | 92206C706 | 1,004 | $60,170 | 0.01% |
| 162 | SPDR SERIES TRUST | 78464A888 | 555 | $57,143 | 0.01% |
| 163 | ISHARES TR | 464287804 | 467 | $56,127 | 0.01% |
| 164 | VANGUARD WHITEHALL FDS | 921946810 | 610 | $55,785 | 0.01% |
| 165 | SELECT SECTOR SPDR TR | 81369Y100 | 1,154 | $52,354 | 0.01% |
| 166 | SELECT SECTOR SPDR TR | 81369Y704 | 333 | $51,655 | 0.01% |
| 167 | ISHARES TR | 464288679 | 408 | $44,941 | 0.01% |
| 168 | VANGUARD INDEX FDS | 922908629 | 144 | $41,792 | 0.01% |
| 169 | ISHARES TR | 464288885 | 326 | $37,138 | 0.01% |
| 170 | SCHWAB STRATEGIC TR | 808524755 | 725 | $32,777 | 0.00% |
| 171 | SCHWAB STRATEGIC TR | 808524607 | 1,064 | $30,303 | 0.00% |
| 172 | SCHWAB STRATEGIC TR | 808524730 | 835 | $30,110 | 0.00% |
| 173 | SCHWAB STRATEGIC TR | 808524763 | 840 | $26,468 | 0.00% |
| 174 | ISHARES TR | 464288273 | 325 | $25,197 | 0.00% |
| 175 | SCHWAB STRATEGIC TR | 808524201 | 894 | $24,058 | 0.00% |
| 176 | VANGUARD INDEX FDS | 922908512 | 130 | $23,058 | 0.00% |
| 177 | SCHWAB STRATEGIC TR | 808524748 | 387 | $17,241 | 0.00% |
| 178 | ISHARES TR | 464287564 | 220 | $13,127 | 0.00% |
| 179 | VANGUARD INDEX FDS | 922908611 | 54 | $11,437 | 0.00% |
| 180 | LONGEVERON INC | LGVN | 22,446 | $11,358 | 0.00% |
| 181 | SCHWAB STRATEGIC TR | 808524706 | 345 | $11,299 | 0.00% |
| 182 | SCHWAB STRATEGIC TR | 808524888 | 214 | $9,743 | 0.00% |
| 183 | SCHWAB STRATEGIC TR | 808524771 | 348 | $9,469 | 0.00% |
| 184 | VANGUARD INDEX FDS | 922908553 | 83 | $7,345 | 0.00% |
| 185 | SELECT SECTOR SPDR TR | 81369Y852 | 60 | $7,063 | 0.00% |
| 186 | SCHWAB STRATEGIC TR | 808524847 | 184 | $3,844 | 0.00% |
| 187 | VANGUARD INDEX FDS | 922908751 | 12 | $3,095 | 0.00% |
| 188 | ISHARES TR | 464287242 | 26 | $2,865 | 0.00% |
| 189 | ISHARES TR | 464288521 | 16 | $911 | 0.00% |
| 190 | ISHARES TR | 464287739 | 1 | $61 | 0.00% |