Hamilton Point Investment Advisors, LLC: 13F holdings

CIK 15997462026Q2

Positions192
Reported value$710.2m
Filed2026-07-28

Top 10 holdings

SecuritySharesValueWeight
BNDX VANGUARD CHARLOTTE FDS919,347$44.5m6.3%
BRK.A BERKSHIRE HATHAWAY INC DEL57$42.7m6.0%
GOOG ALPHABET INC85,755$30.3m4.3%
AAPL APPLE INC100,316$29.0m4.1%
EME EMCOR GROUP INC30,400$25.2m3.6%
RTX RTX CORPORATION114,004$21.6m3.0%
AXP AMERICAN EXPRESS CO62,002$21.0m3.0%
DELL DELL TECHNOLOGIES INC47,941$20.7m2.9%
MSFT MICROSOFT CORP54,539$20.3m2.9%
AVUV AMERICAN CENTY ETF TR141,712$17.7m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1599746")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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