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Home > Institutional Investor > Hamilton Point Investment Advisors, Llc > Profile

Instuitional Investor - Hamilton Point Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Hamilton Point Investment Advisors, Llc
Portfolio Value $649,269,251
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 63 $45,242,820 6.97%
2.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 895,635 $43,035,238 6.63%
3.
Apple Inc.
 AAPL 100,630 $25,538,895 3.93%
4.
Alphabet Inc.
 GOOGL 86,077 $24,691,954 3.8%
5.
Emcor Group Inc.
 EME 30,399 $22,443,700 3.46%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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