Hamilton Point Investment Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Chapel Hill, NC
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$723,498
Net value change ($000)
+13,344 (1.9%)
New positions
13
Sold out positions
13
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CACI 10,391 NEW
MSFT 7,399 36.4%
O 4,381 NEW
AAPL 3,912 13.5%
AMZN 2,766 244.3%
CRM 2,489 48.0%
AMGN 2,033 17.0%
ACN 1,577 48.1%
QUAL 1,480 2387.1%
ADP 1,357 15.4%
Top Reduces (Value $000, Stocks/ETFs)
GOOG -5,408 -17.8%
ADBE -3,658 -100.0%
CMI -3,387 -26.2%
EME -2,214 -8.8%
AXP -2,124 -10.1%
TJX -1,894 -11.9%
EXP -1,682 -25.0%
IBM -1,646 -21.8%
WSO -1,430 -26.9%
JGRW -1,392 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 114 (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