Hamilton Point Investment Advisors, LLC
•CIK: 1599746•Filing: Q4 2025
Hamilton Point Investment Advisors, LLC manages $657M across a diversified portfolio of 189 positions. The firm exhibits significant allocations to defensive and growth sectors, notably holding $48.3M in BRK/A and $42.1M in BNDX. Core technology exposure is evident through substantial positions in AAPL ($27.5M), GOOG ($27.2M), and MSFT ($26.9M). These top holdings suggest a disciplined, large-cap tilt with strategic allocations across value and fixed income mandates.
Total AUM
$656.9M
+ $118.9K in options
QoQ Performance
+2.5%
Positions
133
+ 1 option
Top 10 Concentration
41.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
BNDX
BRK/A7.4%
BNDX6.4%
AAPL4.2%
GOOG4.1%
MSFT4.1%
EME3.6%
AXP3.5%
RTX3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.2%
Technology20.7%
Financial15.0%
Healthcare7.1%
Industrial5.4%
Consumer2.2%
Utilities1.3%
ETF1.1%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW36 new positions
↑72 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023