Hamilton Point Investment Advisors, LLC
CIK 1599746
13F filing for Q2 2026・No. 3,189
- Holdings
- US$710.15M
- Quarter change
- +US$60.88M
- Entries
- 193
- Net bought (estimate)
- +US$706.63K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 11
- Cut 60
- Added 31
- Corporate actions 2
- Unchanged 83
Largest holdings
192 stocks worth US$710.04M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Added | 919,347 | US$44.52M | 6.27% |
| BERKSHIRE HATHAWAY INC DELCL A | Cut | 57 | US$42.68M | 6.01% |
| GOOGALPHABET INCCAP STK CL C | Cut | 85,755 | US$30.3M | 4.27% |
| AAPLAppleCOM | Cut | 100,316 | US$29.03M | 4.09% |
| EMEEMCOR GROUP INCCOM | Added | 30,400 | US$25.23M | 3.55% |
| RTXRTX CORPORATIONCOM | Cut | 114,004 | US$21.63M | 3.05% |
| AXPAMERICAN EXPRESS COCOM | Cut | 62,002 | US$20.97M | 2.95% |
| DELLDELL TECHNOLOGIES INCCL C | Added | 47,941 | US$20.68M | 2.91% |
| MSFTMicrosoftCOM | Cut | 54,539 | US$20.34M | 2.87% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 141,712 | US$17.68M | 2.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.