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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 $723,498,427
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 958,922 $44,944,692 6.21%
2.
Berkshire Hathaway Inc
 BRK-B 57 $42,579,285 5.89%
3.
Apple Inc.
 AAPL 98,910 $32,939,026 4.55%
4.
Microsoft Corp
 MSFT 54,090 $27,742,662 3.83%
5.
Alphabet Inc.
 GOOGL 73,054 $24,892,308 3.44%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.