Hamilton Point Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Chapel Hill, NC
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$710,154
Net value change ($000)
+60,885 (9.4%)
New positions
18
Sold out positions
11
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DELL 12,823 163.1%
ASML 6,549 1242.7%
GOOGL 5,608 22.7%
LH 4,955 NEW
CSCO 4,190 51.4%
AAPL 3,488 13.7%
LFUS 3,370 34.3%
CMI 3,338 34.9%
EME 2,784 12.4%
AVEM 2,626 27.2%
Top Reduces (Value $000, Stocks/ETFs)
BDX -4,678 -100.0%
NKE -3,165 -100.0%
BRK-B -2,559 -5.7%
IAU -2,555 -14.1%
ACN -1,983 -37.7%
CRM -1,061 -17.0%
TJX -974 -5.8%
VZ -927 -14.9%
ADBE -787 -17.7%
RTX -724 -3.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 111 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type