Hamilton Point Investment Advisors, LLC - Portfolio overview

Hamilton Point Investment Advisors, LLC has 199 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BRKA - BERKSHIRE HATHAWAY INC DEL, 6.76%
2. BNDX - VANGUARD CHARLOTTE FDS, 6.43%
3. AAPL - APPLE INC, 3.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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