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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 102 项
建仓 10
增持 14
减持 64
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
WAT
WATERS CORP
-$9.9M
0
-100%
建仓
NICE
NICE LTD
+$7.9M
30,412
增持
SPY
SPDR S&P 500 ETF TR
+$5.6M
27,789
+47%
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。
清仓
YETI
YETI HLDGS INC
-$5.3M
0
-100%
建仓
COO
COOPER COS INC
+$5.2M
51,395
清仓
—
COOPER COS INC
-$5.0M
0
-100%
减持
EME
EMCOR GROUP INC
+$3.3M
48,913
-24%
减持
WSM
WILLIAMS SONOMA INC
+$3.2M
28,092
-1%
减持
AAPL
APPLE INC
-$2.6M
99,234
-3%
减持
AXP
AMERICAN EXPRESS CO
+$2.3M
65,358
-3%
减持
—
EATON CORP PLC
-$2.2M
29,153
-38%
增持
WTRG
ESSENTIAL UTILS INC
+$2.1M
126,767
+82%
减持
ADBE
ADOBE INC
-$2.0M
19,390
-2%
减持
MSFT
MICROSOFT CORP
+$2.0M
54,623
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
3,845
+6%
减持
HUBB
HUBBELL INC
+$1.6M
20,003
-1%
减持
RTX
RTX CORPORATION
+$1.4M
119,610
-2%
减持
VITL
VITAL FARMS INC
-$1.3M
98,094
-57%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
99,685
+18%
减持
WM
WASTE MGMT INC DEL
+$1.2M
37,842
-1%
清仓
VLTO
VERALTO CORP
-$1.1M
0
-100%
减持
NKE
NIKE INC
-$946.1K
55,589
-2%
减持
LFUS
LITTELFUSE INC
-$943.6K
30,581
-2%
减持
CMI
CUMMINS INC
+$940.2K
18,671
-2%
减持
CHD
CHURCH & DWIGHT CO INC
+$894.0K
113,350
-2%
减持
GOOG
ALPHABET INC
+$830.6K
88,947
-1%
减持
JPM
JPMORGAN CHASE & CO
+$800.9K
30,570
-2%
减持
LLY
ELI LILLY & CO
+$773.2K
5,449
-8%
增持
WMT
WALMART INC
+$639.8K
91,411
+196%
减持
TJX
TJX COS INC NEW
+$596.1K
106,127
-2%
增持
RELX
RELX PLC
+$577.3K
156,230
+0%
减持
DHR
DANAHER CORPORATION
+$574.0K
41,795
-2%
清仓
INTU
INTUIT
-$541.1K
0
-100%
减持
GNTX
GENTEX CORP
+$533.4K
198,090
-2%
减持
GPC
GENUINE PARTS CO
+$529.1K
34,457
-1%
减持
IWM
ISHARES TR
-$500.5K
323
-89%
减持
AMGN
AMGEN INC
-$485.7K
33,995
-4%
清仓
DUK
DUKE ENERGY CORP NEW
-$483.1K
0
-100%
减持
MAIN
MAIN STR CAP CORP
+$447.1K
115,441
-0%
清仓
BMVP
INVESCO EXCHANGE TRADED FD T
-$397.3K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$389.0K
15,792
-2%
减持
V
VISA INC
+$373.4K
24,164
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$361.2K
42,076
-3%
减持
IAU
ISHARES GOLD TR
+$330.6K
128,571
-1%
减持
JNJ
JOHNSON & JOHNSON
-$330.0K
43,530
-5%
清仓
AMAT
APPLIED MATLS INC
-$292.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$287.7K
4,539
-0%
减持
—
ACCENTURE PLC IRELAND
-$286.1K
26,340
-2%
减持
CL
COLGATE PALMOLIVE CO
+$284.0K
49,139
-5%
建仓
DELL
DELL TECHNOLOGIES INC
+$282.3K
2,474
清仓
—
BLACKROCK INC
-$276.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$248.1K
69,901
-2%
增持
RIO
RIO TINTO PLC
-$241.8K
44,461
+4%
建仓
PCAR
PACCAR INC
+$241.6K
1,950
清仓
GIS
GENERAL MLS INC
-$235.5K
0
-100%
清仓
SYY
SYSCO CORP
-$233.9K
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
+$231.0K
98,935
-2%
建仓
CVX
CHEVRON CORP NEW
+$227.0K
1,439
清仓
OKE
ONEOK INC NEW
-$224.7K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$220.1K
1,478
建仓
CPRT
COPART INC
+$211.5K
3,652
建仓
MA
MASTERCARD INCORPORATED
+$209.0K
434
减持
FFIV
F5 INC
+$206.2K
31,282
-2%
建仓
MDLZ
MONDELEZ INTL INC
+$201.5K
2,862
减持
MRK
MERCK & CO INC
+$181.1K
10,095
-4%
减持
EOG
EOG RES INC
+$179.4K
28,290
-0%
减持
SBSI
SOUTHSIDE BANCSHARES INC
-$150.2K
57,366
-2%
减持
PG
PROCTER AND GAMBLE CO
-$140.2K
5,425
-22%
减持
SYBT
STOCK YDS BANCORP INC
-$139.2K
42,059
-2%
减持
INTC
INTEL CORP
-$138.3K
7,022
-21%
减持
PFE
PFIZER INC
-$131.0K
120,510
-0%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$120.6K
97,387
+1%
增持
AMZN
AMAZON COM INC
+$116.2K
3,923
+1%
减持
VOO
VANGUARD INDEX FDS
+$110.9K
2,903
-1%
减持
CSCO
CISCO SYS INC
-$100.8K
107,888
-1%
增持
META
META PLATFORMS INC
+$95.8K
681
+3%
减持
POOL
POOL CORP
-$92.4K
13,505
-3%
清仓
XLU
SELECT SECTOR SPDR TR
-$90.4K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
+$80.4K
11,499
-2%
增持
HD
HOME DEPOT INC
+$72.2K
1,152
+8%
减持
HON
HONEYWELL INTL INC
-$68.2K
1,663
-15%
减持
TXN
TEXAS INSTRS INC
+$67.8K
41,959
-1%
减持
MGRC
MCGRATH RENTCORP
+$64.8K
53,354
-2%
减持
ABT
ABBOTT LABS
-$62.3K
9,147
-9%
增持
SYK
STRYKER CORPORATION
+$48.5K
763
+2%
减持
PAYX
PAYCHEX INC
+$44.1K
32,877
-2%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$42.0K
22,522
-0%
减持
EMR
EMERSON ELEC CO
+$35.3K
3,404
-6%
减持
WSO
WATSCO INC
-$35.2K
13,210
-1%
减持
—
UNILEVER PLC
-$32.8K
108,832
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$32.6K
2,476
-13%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$23.9K
0
-100%
增持
IJH
ISHARES TR
+$23.9K
4,500
+400%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$23.0K
2,390
-14%
建仓
IYR
ISHARES TR
+$17.6K
195
减持
DE
DEERE & CO
-$16.9K
24,539
-3%
减持
BDX
BECTON DICKINSON & CO
-$14.8K
31,063
-2%
减持
ABBV
ABBVIE INC
-$13.4K
6,488
-16%
减持
PEP
PEPSICO INC
-$11.1K
32,551
-3%
增持
SOXX
ISHARES TR
+$7.2K
213
+200%
减持
VUG
VANGUARD INDEX FDS
+$5.6K
447
-6%
减持
GLD
SPDR GOLD TR
+$3.1K
1,959
-6%
