DOSSIER · 13F-HR · Q4 2025

Hamilton Point Investment Advisors, LLC

$658M in tracked AUM across 190 positions as of Q4 2025.

HP
CIK 0001599746 · last filed Dec 31, 2025
Total AUM
$658M
as of Q4 2025
Holdings
190
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Hamilton Point Investment Advisors, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$48M647.3%
02
BNDX
VANGUARD CHARLOTTE FDS
$42M871K6.4%
03
AAPL
APPLE INC
$27M101K4.2%
04
GOOG
ALPHABET INC
$27M87K4.1%
05
MSFT
MICROSOFT CORP
$27M56K4.1%
06
EME
EMCOR GROUP INC
$24M39K3.6%
07
AXP
AMERICAN EXPRESS CO
$23M63K3.5%
08
75513E105
RTX CORPORATION
$21M116K3.2%
09
IAU
ISHARES GOLD TR
$17M204K2.5%
10
TJX
TJX COS INC NEW
$16M106K2.5%

Filing history

2025Q4Dec 31
$658M 2.7%
190 positionsView →
2025Q3Sep 30
$641M 5.5%
162 positionsView →
2025Q2Jun 30
$608M 9.3%
161 positionsLocked
2025Q1Mar 31
$556M 1.9%
155 positionsLocked
2024Q4Dec 31
$567M 0.1%
161 positionsLocked
2024Q3Sep 30
$566M 7.5%
158 positionsLocked
2024Q2Jun 30
$527M 0.7%
144 positionsLocked
2024Q1Mar 31
$523M 4.6%
149 positionsLocked
2023Q4Dec 31
$500M 23.4%
152 positionsLocked
2023Q3Sep 30
$405M 3.1%
136 positionsLocked
2023Q2Jun 30
$418M 1.4%
143 positionsLocked
2023Q1Mar 31
$412M 13.5%
143 positionsLocked
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