Hamilton-Point-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "MAIN",
  "GOOGL",
  "AXP",
  null,
  "SCHH",
  "ASML",
  "AVGO",
  "LOW",
  "COF",
  "CMI",
  "DUK",
  "MGRC",
  "NICE",
  "WTRG",
  "EOG",
  "FFIV",
  "GD",
  "HON",
  "HD",
  "MCD",
  null,
  "UNP",
  "HUBB",
  "ITW",
  "EMR",
  "META",
  null,
  "ICF",
  "IWS",
  "PBHC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "FICO",
  "GPC",
  "ORLY",
  "HSY",
  "IWD",
  "OKE",
  "PAYX",
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "FNDX",
  null,
  "SPGI",
  "RELX",
  null,
  null,
  "SCHX",
  null,
  "ROP",
  "RIO",
  "RTX",
  "GLD",
  null,
  "IBM",
  "SYK",
  "CI",
  "TXN",
  "TJX",
  "TYL",
  "UL",
  "AVXL",
  "EXP",
  "EME",
  "VIG",
  "IWO",
  null,
  null,
  null,
  "RYN",
  "LFUS",
  "AMD",
  "WSO",
  "IP",
  "WM",
  "IWP",
  "IWR",
  "BIPC",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "VBK",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WSM",
  "SCHG",
  "SCHF",
  "SCHA",
  "SO",
  "TTD",
  "MCK",
  "GWW",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BR",
  "CVX",
  "CHD",
  "CSCO",
  "KO",
  "CL",
  "COO",
  "CPRT",
  "DHR",
  "DELL",
  "DE",
  "EFA",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "XLK",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 155
Total Value: 556089528
Accession Number: 0001398344-25-008794
Form Type: 13F-HR
CIK: hamilton-point-investment-advisors
Manager Name: Hamilton-Point-Investment-Advisors

Data Enrichment

90% identified

139 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

155 positions • $556.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:69

Value:$55.1M

% of Portfolio:9.9% ($55.1M/$556.1M)

Apple Inc.

AAPL|037833100

Shares:104.2K

Value:$23.1M

% of Portfolio:4.2% ($23.1M/$556.1M)

MICROSOFT CORP

MSFT|594918104

Shares:55.2K

Value:$20.7M

% of Portfolio:3.7% ($20.7M/$556.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:65.9K

Value:$17.7M

% of Portfolio:3.2% ($17.7M/$556.1M)

RTX Corp

RTX|75513E101

Shares:120.7K

Value:$16.0M

% of Portfolio:2.9% ($16.0M/$556.1M)

EMCOR Group, Inc.

EME|29084Q100

Shares:40.1K

Value:$14.8M

% of Portfolio:2.7% ($14.8M/$556.1M)

Alphabet Inc.

GOOG|02079K107

Shares:90.1K

Value:$14.1M

% of Portfolio:2.5% ($14.1M/$556.1M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:108.9K

Value:$13.3M

% of Portfolio:2.4% ($13.3M/$556.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:41.8K

Value:$12.8M

% of Portfolio:2.3% ($12.8M/$556.1M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:113.2K

Value:$12.5M

% of Portfolio:2.2% ($12.5M/$556.1M)

DEERE & CO

DE|244199105

Shares:25.0K

Value:$11.8M

% of Portfolio:2.1% ($11.8M/$556.1M)

AMGEN INC

AMGN|031162100

Shares:35.0K

Value:$10.9M

% of Portfolio:2.0% ($10.9M/$556.1M)

464285204

Shares:165.4K

Value:$9.8M

% of Portfolio:1.8% ($9.8M/$556.1M)

025072877

Shares:107.0K

Value:$9.3M

% of Portfolio:1.7% ($9.3M/$556.1M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:58.0K

Value:$9.2M

% of Portfolio:1.6% ($9.2M/$556.1M)

NICE Ltd.

NICE|653656108

Shares:59.4K

Value:$9.2M

% of Portfolio:1.6% ($9.2M/$556.1M)

VISA INC.

V|92826C839

Shares:25.8K

Value:$9.0M

% of Portfolio:1.6% ($9.0M/$556.1M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:38.3K

Value:$8.9M

% of Portfolio:1.6% ($8.9M/$556.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:41.7K

Value:$8.6M

% of Portfolio:1.5% ($8.6M/$556.1M)

F5, INC.

FFIV|315616102

Shares:31.6K

Value:$8.4M

% of Portfolio:1.5% ($8.4M/$556.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	69	QoQ 0.00% (+0) YoY -1.42% (-1)	All Managers (Combined)	$55.1M	9.9% ($55.1M/$556.1M)	QoQ +17.25% (+$8.1M) YoY +24.05% (-$10.7M)
Apple Inc.(AAPLcusip037833100)	104.2K	QoQ +0.28% (-296) YoY +4.98% (+4.9K)	All Managers (Combined)	$23.1M	4.2% ($23.1M/$556.1M)	QoQ -11.04% (-$2.9M) YoY +35.99% (+$6.1M)
MICROSOFT CORP(MSFTcusip594918104)	55.2K	QoQ -0.36% (-204) YoY +0.96% (-528)	All Managers (Combined)	$20.7M	3.7% ($20.7M/$556.1M)	QoQ -11.26% (-$2.6M) YoY -9.91% (-$2.3M)
AMERICAN EXPRESS CO(AXPcusip025816109)	65.9K	QoQ +0.37% (-244) YoY +0.78% (+513)	All Managers (Combined)	$17.7M	3.2% ($17.7M/$556.1M)	QoQ -9.00% (-$1.8M) YoY +19.09% (+$2.8M)
RTX Corp(RTXcusip75513E101)	120.7K	QoQ +0.06% (+75) YoY +0.94% (+1.1K)	All Managers (Combined)	$16.0M	2.9% ($16.0M/$556.1M)	QoQ +14.53% (+$2.0M) YoY +37.09% (+$4.3M)
EMCOR Group, Inc.(EMEcusip29084Q100)	40.1K	QoQ -19.31% (-9.6K) YoY -18.04% (-8.8K)	All Managers (Combined)	$14.8M	2.7% ($14.8M/$556.1M)	QoQ -34.29% (-$7.7M) YoY -13.49% (-$2.3M)
Alphabet Inc.(GOOGcusip02079K107)	90.1K	QoQ +0.03% (-33) YoY +1.26% (+1.1K)	All Managers (Combined)	$14.1M	2.5% ($14.1M/$556.1M)	QoQ -17.93% (-$3.1M) YoY +3.90% (+$529.0K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	108.9K	QoQ -0.03% (-41) YoY +2.60% (+2.8K)	All Managers (Combined)	$13.3M	2.4% ($13.3M/$556.1M)	QoQ +0.78% (-$102.8K) YoY +23.22% (+$2.5M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	41.8K	QoQ -0.37% (-157) YoY -0.67% (-282)	All Managers (Combined)	$12.8M	2.3% ($12.8M/$556.1M)	QoQ +3.96% (-$489.1K) YoY +21.45% (-$2.3M)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	113.2K	QoQ -0.07% (-88) YoY -0.10% (-118)	All Managers (Combined)	$12.5M	2.2% ($12.5M/$556.1M)	QoQ +5.05% (-$600.0K) YoY +5.43% (-$642.1K)
DEERE & CO(DEcusip244199105)	25.0K	QoQ +0.03% (+8) YoY +2.07% (+508)	All Managers (Combined)	$11.8M	2.1% ($11.8M/$556.1M)	QoQ +10.76% (+$1.1M) YoY +16.62% (+$1.7M)
AMGEN INC(AMGNcusip031162100)	35.0K	QoQ -0.57% (-204) YoY +2.98% (+1.0K)	All Managers (Combined)	$10.9M	2.0% ($10.9M/$556.1M)	QoQ +18.84% (-$1.7M) YoY +12.85% (+$1.2M)
(cusip464285204)✕	165.4K	QoQ +26.68% (+34.8K) YoY +28.64% (+36.8K)	All Managers (Combined)	$9.8M	1.8% ($9.8M/$556.1M)	QoQ +50.86% (+$3.3M) YoY +80.54% (+$4.4M)
(cusip025072877)✕	107.0K	QoQ +1.42% (-1.5K) YoY +8.16% (+8.1K)	All Managers (Combined)	$9.3M	1.7% ($9.3M/$556.1M)	QoQ -8.41% (-$856.8K) YoY +0.61% (+$57.0K)
WILLIAMS SONOMA INC(WSMcusip969904101)	58.0K	QoQ +0.92% (-530) YoY +106.55% (+29.9K)	All Managers (Combined)	$9.2M	1.6% ($9.2M/$556.1M)	QoQ -13.83% (-$1.5M) YoY +2.84% (+$253.7K)
NICE Ltd.(NICEcusip653656108)	59.4K	QoQ +96.87% (+29.2K) YoY +95.26% (+29.0K)	All Managers (Combined)	$9.2M	1.6% ($9.2M/$556.1M)	QoQ +78.70% (+$4.0M) YoY +15.51% (+$1.2M)
VISA INC.(Vcusip92826C839)	25.8K	QoQ +0.57% (+147) YoY +6.67% (+1.6K)	All Managers (Combined)	$9.0M	1.6% ($9.0M/$556.1M)	QoQ +11.52% (+$933.4K) YoY +33.95% (+$2.3M)
WASTE MANAGEMENT INC(WMcusip94106L109)	38.3K	QoQ -0.08% (-34) YoY +1.30% (+493)	All Managers (Combined)	$8.9M	1.6% ($8.9M/$556.1M)	QoQ +14.62% (-$1.1M) YoY +10.02% (+$808.9K)
DANAHER CORP /DE/(DHRcusip235851102)	41.7K	QoQ -0.25% (-108) YoY -0.24% (-104)	All Managers (Combined)	$8.6M	1.5% ($8.6M/$556.1M)	QoQ -10.89% (-$1.0M) YoY -18.07% (-$1.9M)
F5, INC.(FFIVcusip315616102)	31.6K	QoQ -0.36% (-116) YoY +0.94% (+296)	All Managers (Combined)	$8.4M	1.5% ($8.4M/$556.1M)	QoQ +5.49% (-$438.2K) YoY +41.77% (+$2.5M)