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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 93 项
建仓 18
增持 16
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
PEP
PEPSICO INC
-$4.2M
7,152
-78%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.2M
26,739
+68%
减持
EME
EMCOR GROUP INC
+$3.1M
49,636
-1%
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。
减持
AXP
AMERICAN EXPRESS CO
+$2.5M
65,515
-1%
减持
RTX
RTX CORPORATION
+$2.3M
119,533
-1%
减持
AAPL
APPLE INC
+$2.2M
99,657
-0%
减持
GOOG
ALPHABET INC
-$1.5M
89,593
-0%
减持
FFIV
F5 INC
+$1.4M
31,441
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.4M
41,713
-2%
减持
NEE
NEXTERA ENERGY INC
+$1.3M
100,577
-1%
增持
PFE
PFIZER INC
+$1.3M
164,404
+34%
减持
—
ACCENTURE PLC IRELAND
+$1.2M
26,341
-1%
减持
HUBB
HUBBELL INC
+$1.2M
19,983
-1%
减持
WMT
WALMART INC
+$1.1M
90,965
-1%
减持
COO
COOPER COS INC
+$1.1M
50,937
-2%
减持
MSFT
MICROSOFT CORP
-$1.0M
54,987
-1%
减持
DHR
DANAHER CORPORATION
+$1.0M
41,503
-1%
减持
DE
DEERE & CO
+$1.0M
24,853
-1%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$997.5K
101,683
+0%
减持
—
UNILEVER PLC
+$983.9K
107,230
-1%
减持
GNTX
GENTEX CORP
-$832.9K
199,178
-0%
减持
TJX
TJX COS INC NEW
+$777.9K
107,607
-0%
减持
CMI
CUMMINS INC
+$764.9K
18,475
-2%
增持
WSM
WILLIAMS SONOMA INC
+$741.0K
57,096
+99%
减持
NKE
NIKE INC
+$662.4K
55,126
-1%
减持
IAU
ISHARES GOLD TR
+$619.7K
128,459
-2%
减持
JNJ
JOHNSON & JOHNSON
+$597.1K
42,149
-1%
减持
CSCO
CISCO SYS INC
+$579.6K
107,321
-1%
减持
AVUV
AMERICAN CENTY ETF TR
+$571.7K
102,345
-1%
减持
NVDA
NVIDIA CORPORATION
-$552.1K
33,639
-10%
增持
ADBE
ADOBE INC
-$528.3K
19,876
+2%
减持
POOL
POOL CORP
+$512.0K
12,710
-9%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$505.5K
2,266
减持
—
EATON CORP PLC
+$470.5K
29,351
-1%
建仓
JGRW
TRUST FOR PROFESSIONAL MANAG
+$462.9K
17,432
减持
PAYX
PAYCHEX INC
+$451.2K
32,705
-2%
增持
AMGN
AMGEN INC
+$450.6K
34,682
+1%
减持
TXN
TEXAS INSTRS INC
+$431.7K
41,624
-1%
增持
V
VISA INC
+$415.5K
25,199
+2%
增持
LFUS
LITTELFUSE INC
+$393.7K
31,068
+1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$385.9K
22,785
-1%
减持
CL
COLGATE PALMOLIVE CO
+$308.4K
48,920
-0%
减持
WM
WASTE MGMT INC DEL
-$299.7K
37,754
-1%
减持
WSO
WATSCO INC
+$299.4K
13,187
-1%
增持
BDX
BECTON DICKINSON & CO
+$297.8K
31,476
+1%
减持
LLY
ELI LILLY & CO
-$278.9K
5,079
-4%
建仓
BAC
BANK AMERICA CORP
+$249.6K
6,291
建仓
PSA
PUBLIC STORAGE OPER CO
+$238.3K
655
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$233.4K
4,519
-0%
清仓
INTC
INTEL CORP
-$217.5K
0
-100%
清仓
—
LAM RESEARCH CORP
-$215.5K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$214.3K
434
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$213.6K
2,390
建仓
MDLZ
MONDELEZ INTL INC
+$213.3K
2,876
建仓
OKE
ONEOK INC NEW
+$212.6K
2,333
建仓
A
AGILENT TECHNOLOGIES INC
+$209.4K
1,411
清仓
PCAR
PACCAR INC
-$200.7K
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$193.8K
2,263
-47%
建仓
XTN
SPDR SER TR
+$191.6K
2,324
减持
RIO
RIO TINTO PLC
+$190.8K
43,593
-1%
减持
LOW
LOWES COS INC
+$186.0K
3,867
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$183.5K
68,891
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$179.6K
29,841
-1%
减持
MGRC
MCGRATH RENTCORP
-$162.6K
53,297
-2%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$159.2K
830
减持
RELX
RELX PLC
+$155.7K
155,605
-1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$149.7K
433
减持
WTRG
ESSENTIAL UTILS INC
+$142.3K
129,518
-0%
减持
EMR
EMERSON ELEC CO
-$133.9K
2,204
-35%
减持
ROP
ROPER TECHNOLOGIES INC
-$132.8K
11,519
-1%
增持
VOO
VANGUARD INDEX FDS
+$128.8K
2,996
+3%
减持
EOG
EOG RES INC
-$116.2K
28,648
-1%
减持
UNP
UNION PAC CORP
+$110.3K
5,502
-0%
增持
ABT
ABBOTT LABS
+$91.5K
9,024
+0%
建仓
XLF
SELECT SECTOR SPDR TR
+$90.6K
2,000
减持
MAIN
MAIN STR CAP CORP
-$90.5K
115,354
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$85.2K
2,712
+10%
增持
NICE
NICE LTD
+$75.9K
31,891
+0%
建仓
VOE
VANGUARD INDEX FDS
+$72.9K
435
建仓
VOT
VANGUARD INDEX FDS
+$71.1K
292
减持
HSY
HERSHEY CO
+$51.5K
19,429
-3%
减持
HD
HOME DEPOT INC
+$40.4K
1,097
-7%
减持
ABBV
ABBVIE INC
-$34.3K
5,284
-16%
增持
TTEK
TETRA TECH INC NEW
+$31.4K
5,010
+400%
增持
XLE
SELECT SECTOR SPDR TR
+$30.1K
806
+81%
减持
AMZN
AMAZON COM INC
-$29.9K
4,135
-0%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$29.8K
248
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$27.3K
294
增持
AVGO
BROADCOM INC
+$20.3K
1,701
+901%
减持
IWF
ISHARES TR
-$11.7K
2,278
-4%
减持
CHD
CHURCH & DWIGHT CO INC
-$10.4K
112,973
-1%
建仓
XBI
SPDR SER TR
+$10.4K
105
减持
GPC
GENUINE PARTS CO
+$5.8K
34,166
-1%
