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 8 of 8
808524748
Shares:387
Value:$14.0K
808524706
Shares:345
Value:$9.5K
808524888
Shares:214
Value:$7.7K
808524409
Shares:60
Value:$1.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.1K | All Managers (Combined) | $24.9K | |||
124 | YoY NEW(+124) | All Managers (Combined) | $23.1K | YoY NEW(+$23.1K) | |
840 | QoQ 0.00% (-0) | All Managers (Combined) | $23.0K | ||
894 | All Managers (Combined) | $19.7K | |||
77 | YoY NEW(+77) | All Managers (Combined) | $19.4K | YoY NEW(+$19.4K) | |
712 | QoQ NEW(+712) YoY NEW(+712) | All Managers (Combined) | $17.8K | QoQ NEW(+$17.8K) YoY NEW(+$17.8K) | |
(cusip808524748)✕ | 387 | All Managers (Combined) | $14.0K | ||
220 | All Managers (Combined) | $13.5K | |||
(cusip808524706)✕ | 345 | All Managers (Combined) | $9.5K | ||
348 | QoQ 0.00% (-0) | All Managers (Combined) | $8.2K | ||
(cusip808524888)✕ | 214 | All Managers (Combined) | $7.7K | ||
184 | All Managers (Combined) | $4.0K | |||
13 | QoQ NEW(+13) YoY NEW(+13) | All Managers (Combined) | $3.3K | QoQ NEW(+$3.3K) YoY NEW(+$3.3K) | |
12 | All Managers (Combined) | $2.7K | |||
(cusip808524409)✕ | 60 | QoQ NEW(+60) YoY NEW(+60) | All Managers (Combined) | $1.6K | QoQ NEW(+$1.6K) YoY NEW(+$1.6K) |