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Hamilton Point Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Hamilton Point Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001599746
持仓数
186
前50大市值合计
$558.4M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
BRK/A
BERKSHIRE HATHAWAY INC DEL
CL A
$45.2M
63
8.1%
BNDX
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
$43.0M
895,635
7.7%
AAPL
APPLE INC
COM
$25.5M
100,630
4.6%
GOOG
ALPHABET INC
CAP STK CL C
$24.7M
86,077
4.4%
EME
EMCOR GROUP INC
COM
$22.4M
30,399
4.0%
RTX
RTX CORPORATION
COM
$22.4M
115,885
4.0%
MSFT
MICROSOFT CORP
COM
$20.5M
55,491
3.7%
AXP
AMERICAN EXPRESS CO
COM
$18.8M
62,092
3.4%
IAU
ISHARES GOLD TR
ISHARES NEW
$18.1M
205,299
3.2%
TJX
TJX COS INC NEW
COM
$16.9M
105,713
3.0%
AVUV
AMERICAN CENTY ETF TR
US SML CP VALU
$15.5M
140,111
2.8%
DE
DEERE & CO
COM
$13.7M
24,307
2.5%
AMGN
AMGEN INC
COM
$11.8M
33,465
2.1%
—
EATON CORP PLC
SHS
$10.5M
29,387
1.9%
JNJ
JOHNSON & JOHNSON
COM
$10.3M
42,147
1.8%
CHD
CHURCH & DWIGHT CO INC
COM
$9.9M
106,622
1.8%
LFUS
LITTELFUSE INC
COM
$9.8M
28,975
1.8%
AVEM
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
$9.7M
119,980
1.7%
CMI
CUMMINS INC
COM
$9.6M
17,801
1.7%
NEE
NEXTERA ENERGY INC
COM
$9.5M
101,969
1.7%
HUBB
HUBBELL INC
COM
$9.5M
19,285
1.7%
JPM
JPMORGAN CHASE & CO
COM
$8.5M
28,983
1.5%
ADP
AUTOMATIC DATA PROCESSING IN
COM
$8.2M
39,895
1.5%
CSCO
CISCO SYS INC
COM
$8.1M
105,022
1.5%
WMT
WALMART INC
COM
$8.1M
64,778
1.4%
CL
COLGATE PALMOLIVE CO
COM
$7.9M
93,020
1.4%
DELL
DELL TECHNOLOGIES INC
CL C
$7.9M
47,895
1.4%
AJG
GALLAGHER ARTHUR J & CO
COM
$7.4M
34,294
1.3%
V
VISA INC
COM CL A
$7.4M
24,391
1.3%
DHR
DANAHER CORP DEL
COM
$7.3M
38,561
1.3%
WSM
WILLIAMS SONOMA INC
COM
$7.0M
38,136
1.2%
NVDA
NVIDIA CORPORATION
COM
$6.8M
38,761
1.2%
IBM
INTERNATIONAL BUSINESS MACHS
COM
$6.5M
26,847
1.2%
CRM
SALESFORCE INC
COM
$6.2M
33,471
1.1%
VZ
VERIZON COMMUNICATIONS INC
COM
$6.2M
123,764
1.1%
MAIN
MAIN STR CAP CORP
COM
$6.0M
113,635
1.1%
EXP
EAGLE MATLS INC
COM
$5.8M
30,647
1.0%
ROP
ROPER TECHNOLOGIES INC
COM
$5.7M
16,086
1.0%
MGRC
MCGRATH RENTCORP
COM
$5.6M
50,857
1.0%
WM
WASTE MGMT INC DEL
COM
$5.6M
24,210
1.0%
WTRG
ESSENTIAL UTILS INC
COM
$5.3M
132,090
1.0%
—
ACCENTURE PLC IRELAND
SHS CLASS A
$5.3M
26,532
0.9%
UL
UNILEVER PLC
SPON ADR NEW
$5.2M
90,755
0.9%
RELX
RELX PLC
SPONSORED ADR
$5.2M
156,567
0.9%
PFE
PFIZER INC
COM
$4.7M
168,670
0.8%
WSO
WATSCO INC
COM
$4.7M
12,951
0.8%
BDX
BECTON DICKINSON & CO
COM
$4.7M
29,753
0.8%
SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT
$4.6M
7,109
0.8%
LLY
ELI LILLY & CO
COM
$4.5M
4,945
0.8%
BIPC
BROOKFIELD INFRASTRUCTURE CO
COM SUB VTG A
$4.5M
113,359
0.8%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
33%
前 6 大占比
BRK/A
8.1%
BNDX
7.7%
AAPL
4.6%
GOOG
4.4%
EME
4.0%
RTX
4.0%
其他
67.2%
