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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
23.3K | QoQ +0.25% (+60)YoY +3.35% (+755) | All Managers (Combined) | $5.7M | ||
133.7K | All Managers (Combined) | $5.3M | |||
PAYCHEX INC(PAYXcusip704326107) | 33.3K | QoQ 0.00% (-1)YoY +1.30% (+428) | All Managers (Combined) | $5.1M | |
50.9K | QoQ +0.11% (+59) | All Managers (Combined) | $4.8M | ||
14.5K | All Managers (Combined) | $4.6M | |||
PFIZER INC(PFEcusip717081103) | 175.6K | All Managers (Combined) | $4.4M | ||
51.6K | QoQ -0.26% (-137)YoY +0.33% (-174) | All Managers (Combined) | $4.3M | ||
Medtronic plc(MDTcusipG5960L103) | 48.0K | QoQ NEW(+48.0K) YoY NEW(+48.0K) | All Managers (Combined) | $4.3M | QoQ NEW(+$4.3M) YoY NEW(+$4.3M) |
19.5K | YoY NEW(+19.5K) | All Managers (Combined) | $4.3M | YoY NEW(+$4.3M) | |
GENUINE PARTS CO(GPCcusip372460105) | 35.0K | QoQ +0.71% (+247)YoY +1.52% (-525) | All Managers (Combined) | $4.2M | |
ELI LILLY & Co(LLYcusip532457108) | 5.1K | QoQ +0.01% (+1)YoY -6.77% (-369) | All Managers (Combined) | $4.2M | |
7.3K | All Managers (Combined) | $4.1M | |||
111.0K | YoY NEW(+111.0K) | All Managers (Combined) | $4.0M | YoY NEW(+$4.0M) | |
21.3K | All Managers (Combined) | $3.8M | |||
29.2K | QoQ -0.01% (-4)YoY +3.10% (+879) | All Managers (Combined) | $3.7M | ||
NVIDIA CORP(NVDAcusip67066G104) | 34.2K | All Managers (Combined) | $3.7M | ||
HERSHEY CO(HSYcusip427866108) | 20.8K | YoY NEW(+20.8K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
NIKE, Inc.(NKEcusip654106103) | 55.8K | All Managers (Combined) | $3.6M | ||
5.4K | QoQ 0.00% (+0) | All Managers (Combined) | $2.9M | ||
RIO TINTO PLC(RIOcusip767204100) | 44.4K | QoQ +0.43% (+194)YoY -0.17% (-76) | All Managers (Combined) | $2.8M |