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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Page 7 of 8
81369Y209
Shares:1.1K
Value:$164.7K
81369Y407
Shares:377
Value:$74.4K
464287721
Shares:386
Value:$54.2K
81369Y704
Shares:333
Value:$43.6K
81369Y506
Shares:446
Value:$41.7K
464287523
Shares:213
Value:$40.1K
81369Y605
Shares:571
Value:$28.4K
808524730
Shares:835
Value:$25.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
MCKESSON CORP(MCKcusip58155Q103) | 301 | QoQ NEW(+301) YoY NEW(+301) | All Managers (Combined) | $202.8K | QoQ NEW(+$202.8K) YoY NEW(+$202.8K) |
866 | QoQ -2.69% (-24)YoY 0.00% (-0) | All Managers (Combined) | $178.8K | ||
20.3K | All Managers (Combined) | $174.2K | |||
(cusip81369Y209)✕ | 1.1K | QoQ -6.00% (-72)YoY 0.00% (-0) | All Managers (Combined) | $164.7K | |
1.7K | All Managers (Combined) | $142.2K | |||
5.6K | QoQ 0.00% (-0) | All Managers (Combined) | $120.6K | ||
814 | All Managers (Combined) | $102.5K | |||
1.0K | QoQ 0.00% (+0) | All Managers (Combined) | $83.5K | ||
(cusip81369Y407)✕ | 377 | All Managers (Combined) | $74.4K | ||
3.3K | QoQ 0.00% (+0) | All Managers (Combined) | $66.2K | ||
323 | All Managers (Combined) | $64.4K | |||
472 | All Managers (Combined) | $55.5K | |||
(cusip464287721)✕ | 386 | All Managers (Combined) | $54.2K | ||
167 | QoQ NEW(+167) YoY NEW(+167) | All Managers (Combined) | $45.9K | QoQ NEW(+$45.9K) YoY NEW(+$45.9K) | |
(cusip81369Y704)✕ | 333 | All Managers (Combined) | $43.6K | ||
(cusip81369Y506)✕ | 446 | All Managers (Combined) | $41.7K | ||
(cusip464287523)✕ | 213 | All Managers (Combined) | $40.1K | ||
(cusip81369Y605)✕ | 571 | QoQ NEW(+571) YoY NEW(+571) | All Managers (Combined) | $28.4K | QoQ NEW(+$28.4K) YoY NEW(+$28.4K) |
725 | All Managers (Combined) | $26.2K | |||
(cusip808524730)✕ | 835 | All Managers (Combined) | $25.7K |