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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
$558.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 105 项
建仓 20
增持 69
减持 12
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$36.4M
70
+2233%
增持
V
VISA INC
+$6.1M
24,468
+2094%
增持
SPY
SPDR S&P 500 ETF TR
+$5.4M
18,860
+126%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$3.6M
55,919
+1%
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$3.4M
96,067
清仓
DG
DOLLAR GEN CORP NEW
-$2.7M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$2.7M
67,096
+1%
增持
AAPL
APPLE INC
+$2.4M
102,040
+1%
增持
VITL
VITAL FARMS INC
+$1.9M
226,000
+57%
增持
ADBE
ADOBE INC
+$1.8M
19,789
+1%
增持
WAT
WATERS CORP
+$1.7M
29,923
+1%
增持
RTX
RTX CORPORATION
+$1.6M
122,572
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
100,671
+4%
增持
—
EATON CORP PLC
+$1.4M
46,995
+1%
增持
—
ACCENTURE PLC IRELAND
+$1.3M
26,832
+1%
增持
MGRC
MCGRATH RENTCORP
+$1.1M
54,485
+1%
增持
DE
DEERE & CO
+$1.1M
25,246
+6%
建仓
VLTO
VERALTO CORP
+$1.1M
13,472
增持
GOOG
ALPHABET INC
+$1.1M
90,204
+2%
增持
RELX
RELX PLC
+$1.0M
155,975
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
4,545
+169%
减持
WM
WASTE MGMT INC DEL
+$989.1K
38,272
-1%
增持
—
COOPER COS INC
+$869.8K
13,230
+2%
增持
JPM
JPMORGAN CHASE & CO
+$833.5K
31,289
+1%
增持
AMGN
AMGEN INC
+$820.4K
35,244
+2%
增持
NKE
NIKE INC
+$781.3K
56,829
+1%
增持
ROP
ROPER TECHNOLOGIES INC
+$753.0K
11,682
+1%
增持
LFUS
LITTELFUSE INC
+$751.8K
31,226
+2%
增持
WSO
WATSCO INC
+$722.0K
13,400
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$704.0K
22,630
+3%
增持
TJX
TJX COS INC NEW
+$679.0K
108,382
+2%
增持
TXN
TEXAS INSTRS INC
+$669.7K
42,484
+3%
增持
POOL
POOL CORP
+$654.6K
13,899
+1%
增持
IAU
ISHARES GOLD TR
+$614.4K
129,918
+2%
增持
DHR
DANAHER CORPORATION
-$606.1K
42,639
+1%
增持
FFIV
F5 INC
+$602.5K
31,984
+1%
增持
EME
EMCOR GROUP INC
+$524.5K
64,121
+2%
增持
SYBT
STOCK YDS BANCORP INC
+$513.3K
42,900
+0%
增持
CHD
CHURCH & DWIGHT CO INC
+$507.7K
115,583
+2%
增持
CL
COLGATE PALMOLIVE CO
+$487.0K
51,959
+1%
建仓
DUK
DUKE ENERGY CORP NEW
+$483.1K
4,978
增持
RIO
RIO TINTO PLC
+$483.0K
42,777
+1%
建仓
LMT
LOCKHEED MARTIN CORP
+$465.5K
1,027
增持
YETI
YETI HLDGS INC
+$448.7K
103,285
+2%
增持
PFE
PFIZER INC
-$430.8K
120,708
+3%
增持
HUBB
HUBBELL INC
+$417.0K
20,267
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$392.2K
16,060
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$390.1K
71,220
+1%
增持
MAIN
MAIN STR CAP CORP
+$380.8K
115,994
+2%
减持
WSM
WILLIAMS SONOMA INC
-$315.3K
28,452
-27%
增持
BDX
BECTON DICKINSON & CO
-$296.2K
31,585
+2%
增持
LLY
ELI LILLY & CO
+$272.2K
5,948
+0%
增持
CMI
CUMMINS INC
+$271.4K
19,039
+1%
清仓
OVV
OVINTIV INC
-$266.4K
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$257.4K
84,223
-1%
增持
NVDA
NVIDIA CORPORATION
+$235.7K
3,632
+1%
建仓
META
META PLATFORMS INC
+$234.7K
663
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$226.3K
2,790
增持
WTRG
ESSENTIAL UTILS INC
+$222.5K
69,788
+0%
建仓
XTN
SPDR SER TR
+$194.0K
2,324
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$191.4K
43,553
+1%
增持
ABBV
ABBVIE INC
+$189.9K
7,712
+14%
减持
SBSI
SOUTHSIDE BANCSHARES INC
+$139.2K
58,332
-1%
增持
CSCO
CISCO SYS INC
-$137.0K
108,581
+4%
增持
GNTX
GENTEX CORP
+$133.2K
202,743
+2%
增持
ABT
ABBOTT LABS
+$132.9K
10,009
+0%
增持
AMZN
AMAZON COM INC
+$132.5K
3,893
+8%
减持
INTC
INTEL CORP
+$126.4K
8,920
-2%
增持
VOO
VANGUARD INDEX FDS
+$125.6K
2,941
+0%
清仓
IWV
ISHARES TR
-$123.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$119.4K
46,039
+1%
减持
PAYX
PAYCHEX INC
+$113.5K
33,526
-0%
增持
PEP
PEPSICO INC
+$109.0K
33,608
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$104.7K
3,178
+1%
建仓
SCHB
SCHWAB STRATEGIC TR
+$103.9K
1,867
增持
IWM
ISHARES TR
+$103.9K
2,827
+8%
增持
GPC
GENUINE PARTS CO
-$102.2K
34,737
+2%
增持
EMR
EMERSON ELEC CO
+$99.3K
3,604
+38%
减持
GWW
GRAINGER W W INC
+$84.5K
1,376
-10%
增持
GOOGL
ALPHABET INC
+$79.2K
4,660
+7%
增持
EOG
EOG RES INC
-$75.5K
28,418
+3%
减持
OKE
ONEOK INC NEW
-$62.9K
3,200
-29%
建仓
SCHF
SCHWAB STRATEGIC TR
+$61.9K
1,674
减持
TYL
TYLER TECHNOLOGIES INC
-$61.6K
1,503
-16%
减持
IWF
ISHARES TR
+$61.1K
2,378
-4%
增持
HD
HOME DEPOT INC
+$51.9K
1,067
+1%
增持
GLD
SPDR GOLD TR
+$42.8K
2,092
+0%
增持
EFA
ISHARES TR
+$41.6K
1,989
+27%
增持
—
EXXON MOBIL CORP
-$39.3K
5,745
+10%
增持
—
UNILEVER PLC
-$34.5K
113,348
+1%
减持
KO
COCA COLA CO
+$29.8K
14,047
-1%
减持
MDB
MONGODB INC
-$28.7K
643
-24%
建仓
SCHA
SCHWAB STRATEGIC TR
+$25.1K
532
建仓
FNDF
SCHWAB STRATEGIC TR
+$24.5K
725
建仓
FNDA
SCHWAB STRATEGIC TR
+$23.2K
420
建仓
FNDE
SCHWAB STRATEGIC TR
+$22.7K
835
建仓
SCHX
SCHWAB STRATEGIC TR
+$16.8K
298
建仓
FNDC
SCHWAB STRATEGIC TR
+$13.5K
387
增持
WMT
WALMART INC
-$12.1K
30,840
+1%
建仓
XBI
SPDR SER TR
+$9.4K
105
建仓
SCHE
SCHWAB STRATEGIC TR
+$8.6K
345
建仓
SCHC
SCHWAB STRATEGIC TR
+$7.5K
214
建仓
FNDX
SCHWAB STRATEGIC TR
+$7.2K
116
清仓
TIP
ISHARES TR
-$6.2K
0
-100%
建仓
SCHH
SCHWAB STRATEGIC TR
+$3.8K
184
