Hamilton Point Investment Advisors, LLC Top Holdings and 13F Report (2024) → 4 Cryptos BETTER than Bitcoin (From True Market Insiders) (Ad) About Hamilton Point Investment Advisors, LLCInvestment ActivityHamilton Point Investment Advisors, LLC has $522.80 million in total holdings as of March 31, 2024.Hamilton Point Investment Advisors, LLC owns shares of 147 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 9.08% of the portfolio was sold this quarter.This quarter, Hamilton Point Investment Advisors, LLC has purchased 151 new stocks and bought additional shares in 14 stocks.Hamilton Point Investment Advisors, LLC sold shares of 64 stocks and completely divested from 14 stocks this quarter.Largest Holdings Berkshire Hathaway $44,410,800Microsoft $22,981,000EMCOR Group $17,129,437Apple $17,016,707American Express $14,881,372 Largest New Holdings this Quarter NICE $7,925,975 HoldingCOOPER COS INC $5,214,537 HoldingDell Technologies $282,308 HoldingPACCAR $241,586 HoldingChevron $226,953 Holding Largest Purchases this Quarter NICE 30,412 shares (about $7.93M)COOPER COS INC 51,395 shares (about $5.21M)SPDR S&P 500 ETF Trust 8,929 shares (about $4.67M)Walmart 60,571 shares (about $3.66M)Essential Utilities 56,979 shares (about $2.11M) Largest Sales this Quarter Eaton 17,842 shares (about $5.58M)EMCOR Group 15,208 shares (about $5.33M)Vital Farms 127,906 shares (about $2.97M)Microsoft 1,296 shares (about $545.25K)iShares Russell 2000 ETF 2,504 shares (about $526.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHamilton Point Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$44,410,8000.0%708.5%FinanceMSFTMicrosoft$22,981,000$545,253 ▼-2.3%54,6234.4%Computer and TechnologyEMEEMCOR Group$17,129,437$5,325,874 ▼-23.7%48,9133.3%ConstructionAAPLApple$17,016,707$481,175 ▼-2.7%99,2343.3%Computer and TechnologyAXPAmerican Express$14,881,372$395,725 ▼-2.6%65,3582.8%FinanceSPYSPDR S&P 500 ETF Trust$14,547,309$4,674,257 ▲47.3%27,7892.8%FinanceGOOGAlphabet$13,543,104$191,391 ▼-1.4%88,9472.6%Computer and TechnologyCHDChurch & Dwight$11,823,586$232,925 ▼-1.9%113,3502.3%Consumer StaplesRTXRTX$11,665,565$288,884 ▼-2.4%119,6102.2%AerospaceTJXTJX Companies$10,763,358$228,701 ▼-2.1%106,1272.1%Retail/WholesaleADPAutomatic Data Processing$10,566,801$370,928 ▼-3.4%42,0762.0%Business ServicesDHRDanaher$10,448,291$210,991 ▼-2.0%41,7952.0%Multi-Sector ConglomeratesDEDeere & Company$10,115,205$291,432 ▼-2.8%24,5391.9%Industrial ProductsADBEAdobe$9,784,194$201,335 ▼-2.0%19,3901.9%Computer and TechnologyAMGNAmgen$9,665,459$355,116 ▼-3.5%33,9951.8%MedicalAVUVAvantis U.S. Small Cap Value ETF$9,271,168$162,680 ▼-1.7%98,9351.8%ETFACNAccenture$9,129,638$170,531 ▼-1.8%26,3401.7%Business ServicesETNEaton$9,115,570$5,578,843 ▼-38.0%29,1531.7%Industrial ProductsWSMWilliams-Sonoma$8,920,055$114,311 ▼-1.3%28,0921.7%Retail/WholesaleHUBBHubbell$8,302,385$109,575 ▼-1.3%20,0031.6%Industrial ProductsWMWaste Management$8,066,073$91,655 ▼-1.1%37,8421.5%Business ServicesNICENICE$7,925,975$7,925,975 ▲New Holding30,4121.5%Computer and TechnologyBDXBecton, Dickinson and Company$7,686,461$129,168 ▼-1.7%31,0631.5%MedicalLFUSLittelfuse$7,411,328$156,316 ▼-2.1%30,5811.4%Computer and TechnologyTXNTexas Instruments$7,309,663$91,460 ▼-1.2%41,9591.4%Computer and TechnologyGNTXGentex$7,155,011$168,066 ▼-2.3%198,0901.4%Auto/Tires/TrucksJNJJohnson & Johnson$6,886,017$396,899 ▼-5.4%43,5301.3%MedicalRELXRelx$6,763,212$11,039 ▲0.2%156,2301.3%Computer and TechnologyVVisa$6,743,698$84,840 ▼-1.2%24,1641.3%Business ServicesMGRCMcGrath RentCorp$6,582,325$139,532 ▼-2.1%53,3541.3%FinanceROPRoper Technologies$6,448,928$102,631 ▼-1.6%11,4991.2%Computer and TechnologyNEENextEra Energy$6,370,852$988,174 ▲18.4%99,6851.2%UtilitiesJPMJPMorgan Chase & Co.$6,123,172$144,016 ▼-2.3%30,5701.2%FinanceFFIVF5$5,930,692$133,091 ▼-2.2%31,2821.1%Computer and TechnologyPEPPepsiCo$5,737,679$186,315 ▼-3.1%32,5511.1%Consumer StaplesWSOWatsco$5,706,469$82,076 ▼-1.4%13,2101.1%ConstructionWMTWalmart$5,519,157$3,657,118 ▲196.4%91,4111.1%Retail/WholesaleCMICummins$5,501,410$108,431 ▼-1.9%18,6711.1%Auto/Tires/TrucksULUnilever$5,462,301$226,659 ▼-4.0%108,8321.0%Consumer StaplesMAINMain Street Capital$5,461,491$26,162 ▼-0.5%115,4411.0%FinancePOOLPool$5,449,320$158,981 ▼-2.8%13,5051.0%Consumer DiscretionaryIAUiShares Gold Trust$5,401,268$56,587 ▼-1.0%128,5711.0%FinanceCSCOCisco Systems$5,384,711$34,588 ▼-0.6%107,8881.0%Computer and TechnologyGPCGenuine Parts$5,372,661$43,659 ▼-0.8%34,4571.0%Auto/Tires/TrucksNKENIKE$5,244,611$116,989 ▼-2.2%55,5891.0%Consumer DiscretionaryCOOPER COS INC$5,214,537$5,214,537 ▲New Holding51,3951.0%COMWTRGEssential Utilities$4,696,703$2,111,065 ▲81.6%126,7670.9%UtilitiesBRBroadridge Financial Solutions$4,631,847$22,211 ▼-0.5%22,5220.9%Business ServicesCLColgate-Palmolive$4,424,933$253,939 ▼-5.4%49,1390.8%Consumer StaplesLLYEli Lilly and Company$4,239,304$388,220 ▼-8.4%5,4490.8%MedicalPAYXPaychex$4,037,343$79,698 ▼-1.9%32,8770.8%Business ServicesEOGEOG Resources$3,616,594$16,364 ▼-0.5%28,2900.7%Oils/EnergyBIPCBrookfield Infrastructure$3,509,827$47,573 ▲1.4%97,3870.7%UtilitiesNVDANVIDIA$3,474,537$192,478 ▲5.9%3,8450.7%Computer and TechnologyPFEPfizer$3,344,162$5,495 ▼-0.2%120,5100.6%MedicalIBMInternational Business Machines$3,015,641$51,177 ▼-1.7%15,7920.6%Computer and TechnologyRIORio Tinto Group$2,943,394$111,484 ▲3.9%44,4610.6%Basic MaterialsVZVerizon Communications$2,933,033$55,345 ▼-1.9%69,9010.6%Computer and TechnologyVITLVital Farms$2,280,686$2,973,815 ▼-56.6%98,0940.4%Consumer StaplesSYBTStock Yards Bancorp$2,069,742$41,386 ▼-2.0%42,0590.4%FinanceBRK.BBerkshire Hathaway$1,908,740$2,523 ▼-0.1%4,5390.4%FinanceSBSISouthside Bancshares$1,676,818$28,236 ▼-1.7%57,3660.3%FinanceSPGIS&P Global$1,616,7100.0%3,8000.3%Business ServicesGWWW.W. Grainger$1,399,8050.0%1,3760.3%Industrial ProductsVOOVanguard S&P 500 ETF$1,395,472$18,267 ▼-1.3%2,9030.3%ETFAMDAdvanced Micro Devices$1,383,9970.0%7,6680.3%Computer and TechnologyUNPUnion Pacific$1,366,3870.0%5,5560.3%TransportationMRKMerck & Co., Inc.$1,339,848$61,584 ▼-4.4%10,0950.3%MedicalABBVAbbVie$1,181,483$222,894 ▼-15.9%6,4880.2%MedicalABTAbbott Laboratories$1,039,600$97,970 ▼-8.6%9,1470.2%MedicalLOWLowe's Companies$1,000,3250.0%3,9270.2%Retail/WholesalePGProcter & Gamble$880,264$251,017 ▼-22.2%5,4250.2%Consumer StaplesKOCoca-Cola$866,2080.0%14,0470.2%Consumer StaplesITWIllinois Tool Works$857,2020.0%3,1780.2%Industrial ProductsIWFiShares Russell 1000 Growth ETF$801,5050.0%2,3780.2%ETFAMZNAmazon.com$707,680$5,412 ▲0.8%3,9230.1%Retail/WholesaleGOOGLAlphabet$703,3340.0%4,6600.1%Computer and TechnologyXOMExxon Mobil$667,7990.0%5,7450.1%Oils/EnergyTYLTyler Technologies$638,7900.0%1,5030.1%Computer and TechnologyMCHPMicrochip Technology$636,4030.0%7,0940.1%Computer and TechnologyQQQInvesco QQQ$618,4330.0%1,3910.1%FinanceIVViShares Core S&P 500 ETF$560,9540.0%1,0670.1%ETFVTVVanguard Value ETF$553,7240.0%3,4000.1%ETFPBHCPathfinder Bancorp$475,7510.0%38,4290.1%FinanceLMTLockheed Martin$467,1510.0%1,0270.1%AerospaceCIThe Cigna Group$460,1620.0%1,2670.1%MedicalVIGVanguard Dividend Appreciation ETF$452,142$67,383 ▼-13.0%2,4760.1%ETFHDHome Depot$441,978$32,611 ▲8.0%1,1520.1%Retail/WholesaleRYNRayonier$419,4890.0%12,6200.1%ConstructionGLDSPDR Gold Shares$403,005$27,361 ▼-6.4%1,9590.1%FinanceVGTVanguard Information Technology ETF$402,6930.0%7680.1%ETFMMM3M$401,7930.0%3,7880.1%Multi-Sector ConglomeratesSTXSeagate Technology$399,6560.0%4,2630.1%Business ServicesASMLASML$397,8930.0%4100.1%Computer and TechnologyPMPhilip Morris International$396,3970.0%4,2660.1%Consumer StaplesTTDTrade Desk$391,6420.0%4,4800.1%Computer and TechnologyEMREmerson Electric$386,082$22,684 ▼-5.5%3,4040.1%Industrial ProductsMCDMcDonald's$363,4340.0%1,2890.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$351,9510.0%1,9650.1%ETFHONHoneywell International$341,331$59,523 ▼-14.8%1,6630.1%Multi-Sector ConglomeratesShowing largest 100 holdings. 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