Hamilton Point Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Chapel Hill, NC
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
162
Total value ($000)
$640,673
Net value change ($000)
+33,132 (5.5%)
New positions
8
Sold out positions
6
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CRM 7,927 NEW
GOOGL 5,637 36.7%
AAPL 4,906 23.9%
EME 4,453 21.6%
BNDX 2,533 6.6%
RTX 2,484 14.6%
IAU 2,284 18.6%
TJX 2,253 17.2%
BRK-B 1,753 3.5%
CMI 1,710 29.2%
Top Reduces (Value $000, Stocks/ETFs)
POOL -4,047 -100.0%
VITL -3,580 -100.0%
COO -3,464 -100.0%
NICE -1,387 -14.4%
ACN -1,351 -18.1%
DE -1,275 -10.2%
CHD -959 -9.2%
RELX -875 -10.5%
ROP -761 -12.2%
ADBE -646 -9.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type