13F Insight
DOSSIER · 13F-HR · Q2 2026

Hamilton Point Investment Advisors, LLC

$710M in tracked AUM across 193 positions as of Q2 2026.

HP
CIK 0001599746 · last filed Jun 30, 2026
Total AUM
$710M
as of Q2 2026
Holdings
193
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Hamilton Point Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BNDX
VANGUARD CHARLOTTE FDS
$45M919K6.3%02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$43M576.0%03
GOOG
ALPHABET INC
$30M86K4.3%04
AAPL
APPLE INC
$29M100K4.1%05
EME
EMCOR GROUP INC
$25M30K3.6%06
RTX
RTX CORPORATION
$22M114K3.0%07
AXP
AMERICAN EXPRESS CO
$21M62K3.0%08
DELL
DELL TECHNOLOGIES INC
$21M48K2.9%09
MSFT
MICROSOFT CORP
$20M55K2.9%10
AVUV
AMERICAN CENTY ETF TR
$18M142K2.5%

Filing history

2026Q2Jun 30
$710M▲ 8.0%
193 positionsView →2025Q4Dec 31
$658M▲ 2.7%
190 positionsView →2025Q3Sep 30
$641M▲ 5.5%
162 positionsView →2025Q2Jun 30
$608M▲ 9.3%
161 positionsLocked2025Q1Mar 31
$556M▼ 1.9%
155 positionsLocked2024Q4Dec 31
$567M▲ 0.1%
161 positionsLocked2024Q3Sep 30
$566M▲ 7.5%
158 positionsLocked2024Q2Jun 30
$527M▲ 0.7%
144 positionsLocked2024Q1Mar 31
$523M▲ 4.6%
149 positionsLocked2023Q4Dec 31
$500M▲ 23.4%
152 positionsLocked2023Q3Sep 30
$405M▼ 3.1%
136 positionsLocked2023Q2Jun 30
$418M▲ 1.4%
143 positionsLocked
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