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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Hamilton-Point-Investment-Advisors
Data Enrichment
90% identified139 identified16 unidentified
Holdings
155 positions
Manager:
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464285204
Shares:165.4K
Value:$9.8M
025072877
Shares:107.0K
Value:$9.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
69 | QoQ 0.00% (+0)YoY -1.42% (-1) | All Managers (Combined) | $55.1M | ||
Apple Inc.(AAPLcusip037833100) | 104.2K | All Managers (Combined) | $23.1M | ||
MICROSOFT CORP(MSFTcusip594918104) | 55.2K | QoQ -0.36% (-204)YoY +0.96% (-528) | All Managers (Combined) | $20.7M | |
65.9K | QoQ +0.37% (-244)YoY +0.78% (+513) | All Managers (Combined) | $17.7M | ||
120.7K | QoQ +0.06% (+75) | All Managers (Combined) | $16.0M | ||
40.1K | All Managers (Combined) | $14.8M | |||
Alphabet Inc.(GOOGcusip02079K107) | 90.1K | QoQ +0.03% (-33) | All Managers (Combined) | $14.1M | |
108.9K | QoQ -0.03% (-41) | All Managers (Combined) | $13.3M | ||
41.8K | QoQ -0.37% (-157)YoY -0.67% (-282) | All Managers (Combined) | $12.8M | ||
113.2K | QoQ -0.07% (-88)YoY -0.10% (-118) | All Managers (Combined) | $12.5M | ||
DEERE & CO(DEcusip244199105) | 25.0K | QoQ +0.03% (+8)YoY +2.07% (+508) | All Managers (Combined) | $11.8M | |
35.0K | All Managers (Combined) | $10.9M | |||
(cusip464285204)✕ | 165.4K | All Managers (Combined) | $9.8M | ||
(cusip025072877)✕ | 107.0K | All Managers (Combined) | $9.3M | ||
58.0K | All Managers (Combined) | $9.2M | |||
59.4K | All Managers (Combined) | $9.2M | |||
25.8K | All Managers (Combined) | $9.0M | |||
38.3K | QoQ -0.08% (-34)YoY +1.30% (+493) | All Managers (Combined) | $8.9M | ||
41.7K | QoQ -0.25% (-108)YoY -0.24% (-104) | All Managers (Combined) | $8.6M | ||
31.6K | QoQ -0.36% (-116)YoY +0.94% (+296) | All Managers (Combined) | $8.4M |