Hamilton Point Investment Advisors, LLC: 13F holdings
CIK 15997462026Q2
| Positions | 192 |
|---|
| Reported value | $710.2m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 192 (+7 vs prior quarter) |
|---|
| Reported value | $710.2m (+9.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BNDX VANGUARD CHARLOTTE FDS | 919,347 | $44.5m | 6.3% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 57 | $42.7m | 6.0% |
| GOOG ALPHABET INC | 85,755 | $30.3m | 4.3% |
| AAPL APPLE INC | 100,316 | $29.0m | 4.1% |
| EME EMCOR GROUP INC | 30,400 | $25.2m | 3.6% |
| RTX RTX CORPORATION | 114,004 | $21.6m | 3.0% |
| AXP AMERICAN EXPRESS CO | 62,002 | $21.0m | 3.0% |
| DELL DELL TECHNOLOGIES INC | 47,941 | $20.7m | 2.9% |
| MSFT MICROSOFT CORP | 54,539 | $20.3m | 2.9% |
| AVUV AMERICAN CENTY ETF TR | 141,712 | $17.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599746")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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