AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
VANGUARD CHARLOTTE FDSTOTAL INT BD ETFAddedUS$44.52M6.27%
BERKSHIRE HATHAWAY INC DELCL ACutUS$42.68M6.01%
GOOGALPHABET INCCAP STK CL CCutUS$30.3M4.27%
AAPLAppleCOMCutUS$29.03M4.09%
EMEEMCOR GROUP INCCOMAddedUS$25.23M3.55%
RTXRTX CORPORATIONCOMCutUS$21.63M3.05%
AXPAMERICAN EXPRESS COCOMCutUS$20.97M2.95%
DELLDELL TECHNOLOGIES INCCL CAddedUS$20.68M2.91%
MSFTMicrosoftCOMCutUS$20.34M2.87%
AMERICAN CENTY ETF TRUS SML CP VALUAddedUS$17.68M2.49%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.