Q2 2026 13F · SEC CIK 1599746
Hamilton Point Investment Advisors, LLC
Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $710.0M
- Reported positions
- 192
- Top holdings a year, 3 yrs
- +16.2%
- Assets under management
- $1.2B
Hamilton Point Investment Advisors, LLC is a wealth manager that reported 192 positions worth $710.0M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Vanguard Charlotte Fds (BNDX, 6.3%), Berkshire Hathaway Inc Del (BRK-A, 6.0%), Alphabet Inc (GOOG, 4.3%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 20.4% for the S&P 500.
Hamilton Point Investment Advisors, LLC holdings largest 50 of 192 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Hamilton Point Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- AVEM American Centy ETF Tr+6.2% shares
Reduced
- BRK-A Berkshire Hathaway Inc Del-9.5% shares
Left the top 50
- ACN Accenture PLC Ireland Shs Class Awas 0.8%
- PFE Pfizer Incwas 0.7%
- BDX Becton Dickinson & Cowas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +16.3% /yr
- S&P 500 +20.1%
- 3 years
- +16.2% /yr
- S&P 500 +20.4%
- 5 years
- +8.4% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $710.0M | 192 |
| Q1 2026 | $649.1M | 185 |
| Q4 2025 | $657.7M | 189 |
| Q3 2025 | $640.7M | 162 |
| Q2 2025 | $607.3M | 160 |
| Q1 2025 | $556.1M | 155 |
| Q4 2024 | $554.3M | 159 |
| Q3 2024 | $554.2M | 157 |
| Q2 2024 | $515.1M | 142 |
| Q1 2024 | $511.9M | 147 |
| Q4 2023 | $494.9M | 151 |
| Q3 2023 | $405.0M | 135 |
Questions about Hamilton Point Investment Advisors, LLC's portfolio
What stocks does Hamilton Point Investment Advisors, LLC own?
Hamilton Point Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 192 positions worth $710.0M. The largest are Vanguard Charlotte Fds (BNDX) at 6.3%, Berkshire Hathaway Inc Del (BRK-A) at 6.0%, Alphabet Inc (GOOG) at 4.3%, Apple Inc (AAPL) at 4.1% and Emcor Group Inc (EME) at 3.6%.
What did Hamilton Point Investment Advisors, LLC buy last quarter?
In Q2 2026, Hamilton Point Investment Advisors, LLC added American Centy ETF Tr (AVEM) (+6.2% shares), compared with its Q1 2026 filing.
What did Hamilton Point Investment Advisors, LLC sell last quarter?
In Q2 2026, Hamilton Point Investment Advisors, LLC cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Becton Dickinson & Co (BDX) and Berkshire Hathaway Inc Del (BRK-A) (-9.5% shares), compared with its Q1 2026 filing.
How has Hamilton Point Investment Advisors, LLC's portfolio performed?
A portfolio copying Hamilton Point Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +8.4% a year against +11.6%.
When is Hamilton Point Investment Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Hamilton Point Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Hamilton Point Investment Advisors, LLC manage?
Hamilton Point Investment Advisors, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $710.0M.