Hamilton Point Investment Advisors, LLC
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 723,498
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 193 | 723,498 | 13F-HR | Hamilton Point Investment Advisors, LLC |
| Q2 2026 | 7/28/2026 | 193 | 710,154 | 13F-HR | Hamilton Point Investment Advisors, LLC |
| Q1 2026 | 5/6/2026 | 186 | 649,269 | 13F-HR | Hamilton Point Investment Advisors, LLC |
| Q4 2025 | 2/12/2026 | 190 | 657,834 | 13F-HR | Hamilton Point Investment Advisors, LLC |
| Q3 2025 | 10/20/2025 | 162 | 640,673 | 13F-HR | Hamilton Point Investment Advisors, LLC |
| Q2 2025 | 7/28/2025 | 161 | 607,541 | 13F-HR | Hamilton Point Investment Advisors, LLC |
| Q2 2014 | 7/30/2014 | 64 | 107,600 | 13F-HR | Hamilton Point Investment Advisors, LLC |
| Q1 2014 | 5/9/2014 | 60 | 107,112 | 13F-HR | Hamilton Point Investment Advisors, LLC |
| Q4 2013 | 2/12/2014 | 59 | 100,220 | 13F-HR | Hamilton Point Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
114
(0.0% of total reported value)
· QoQ Δ:
+3
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 609.6 K | 84.3% | 9.171 K | 0 | 9.171 K |
| ETFs | 113.8 K | 15.7% | 4.165 K | 0 | 4.165 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
723,498
Holdings
193
QoQ value change ($000)
13,344
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.