Institutional Fund
Hamilton Point Investment Advisors, LLC
Chapel Hill, NCCIK 15997465 filings on record
Portfolio Value
$649.14M
Q1 2026
Holdings
185
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-1.3%
from $657.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del7.0%
- Vanguard Charlotte Fds6.6%
- Apple Inc3.9%
- Alphabet Inc3.8%
- Emcor Group Inc3.5%
- Rtx Corporation3.4%
- Other71.8%
Portfolio Holdings
185 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 63 | $45.24M | 7.0% | −1 | Reduced |
| 2 | Vanguard Charlotte Fds | 895.6K | $43.04M | 6.6% | +24.2K | Added |
| 3 | Apple Inc | 100.6K | $25.54M | 3.9% | −484 | Reduced |
| 4 | Alphabet Inc | 86.1K | $24.69M | 3.8% | −561 | Reduced |
| 5 | Emcor Group Inc | 30.4K | $22.44M | 3.5% | −8.5K | Reduced |
| 6 | Rtx Corporation | 115.9K | $22.35M | 3.4% | −452 | Reduced |
| 7 | Microsoft Corp | 55.5K | $20.54M | 3.2% | −121 | Reduced |
| 8 | American Express Co | 62.1K | $18.78M | 2.9% | −657 | Reduced |
| 9 | Ishares Gold Tr | 205.3K | $18.10M | 2.8% | +1.7K | Added |
| 10 | Tjx Cos Inc New | 105.7K | $16.88M | 2.6% | −724 | Reduced |
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