Hamilton Point Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Chapel Hill, NC
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$649,269
Net value change ($000)
-8,565 (-1.3%)
New positions
8
Sold out positions
12
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVEM 9,668 NEW
AJG 7,427 NEW
LFUS 2,458 33.3%
DE 2,234 19.4%
JNJ 2,129 26.0%
DELL 1,846 30.7%
IAU 1,573 9.5%
AVUV 1,355 9.6%
NEE 1,263 15.4%
VZ 1,156 22.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,354 -23.6%
NICE -5,481 -100.0%
AXP -4,432 -19.1%
BRK-B -3,064 -6.3%
CRM -2,616 -29.5%
GOOGL -2,495 -9.2%
ADP -2,212 -21.3%
ADBE -1,957 -30.6%
AAPL -1,950 -7.1%
VITL -1,782 -55.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 129 (0.0% of total reported value)
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