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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 105 项
建仓 8
增持 58
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
CRM
SALESFORCE INC
+$7.9M
33,390
减持
GOOG
ALPHABET INC
+$5.6M
86,183
-0%
减持
AAPL
APPLE INC
+$4.9M
99,975
-0%
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
EME
EMCOR GROUP INC
+$4.5M
38,660
+0%
清仓
POOL
POOL CORP
-$4.0M
0
-100%
清仓
VITL
VITAL FARMS INC
-$3.6M
0
-100%
清仓
COO
COOPER COS INC
-$3.5M
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.5M
829,334
+7%
减持
RTX
RTX CORPORATION
+$2.5M
116,589
-0%
增持
IAU
ISHARES GOLD TR
+$2.3M
200,010
+2%
增持
TJX
TJX COS INC NEW
+$2.3M
106,344
+0%
增持
CMI
CUMMINS INC
+$1.7M
17,917
+0%
减持
NICE
NICE LTD
-$1.4M
57,170
-0%
减持
—
ACCENTURE PLC IRELAND
-$1.4M
24,812
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
134,804
+2%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
40,316
+0%
减持
DE
DEERE & CO
-$1.3M
24,440
-0%
减持
WSM
WILLIAMS SONOMA INC
+$1.2M
38,103
-0%
减持
MSFT
MICROSOFT CORP
+$1.0M
53,121
-0%
增持
DELL
DELL TECHNOLOGIES INC
+$973.2K
47,633
+1%
减持
CHD
CHURCH & DWIGHT CO INC
-$958.7K
107,875
-0%
减持
LFUS
LITTELFUSE INC
+$939.2K
29,366
-0%
减持
NVDA
NVIDIA CORPORATION
+$906.5K
31,917
-0%
增持
RELX
RELX PLC
-$874.5K
156,850
+2%
增持
AXP
AMERICAN EXPRESS CO
+$844.0K
62,993
+0%
减持
FFIV
F5 INC
+$815.3K
29,231
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$760.5K
10,993
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$750.1K
28,864
+0%
增持
NEE
NEXTERA ENERGY INC
+$655.2K
102,037
+1%
减持
ADBE
ADOBE INC
-$645.4K
18,445
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$619.5K
39,536
-0%
增持
GPC
GENUINE PARTS CO
+$602.5K
33,707
+0%
增持
PAYX
PAYCHEX INC
-$580.2K
31,629
+0%
减持
EXP
EAGLE MATLS INC
+$562.4K
18,700
-0%
增持
—
EATON CORP PLC
+$548.5K
29,528
+0%
增持
MAIN
MAIN STR CAP CORP
+$537.6K
114,975
+0%
增持
CL
COLGATE PALMOLIVE CO
-$528.6K
48,683
+0%
减持
TXN
TEXAS INSTRS INC
-$521.4K
20,755
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$511.0K
25,067
+348%
增持
WSO
WATSCO INC
-$465.2K
13,071
+0%
增持
HSY
HERSHEY CO
+$461.8K
20,727
+1%
增持
HUBB
HUBBELL INC
+$451.4K
19,417
+0%
减持
BDX
BECTON DICKINSON & CO
+$446.6K
30,450
-0%
增持
—
MEDTRONIC PLC
+$425.3K
47,823
+1%
增持
WTRG
ESSENTIAL UTILS INC
+$393.5K
131,824
+1%
减持
WMT
WALMART INC
+$343.0K
65,689
-0%
减持
V
VISA INC
-$341.8K
24,465
-0%
增持
RIO
RIO TINTO PLC
+$334.8K
42,206
+0%
增持
GOOGL
ALPHABET INC
+$333.0K
4,845
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$332.0K
27,225
+0%
增持
ABBV
ABBVIE INC
+$281.8K
6,134
+0%
建仓
LRCX
LAM RESEARCH CORP
+$271.0K
2,020
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$242.3K
0
-100%
增持
PFE
PFIZER INC
+$240.8K
173,381
+1%
建仓
KLAC
KLA CORP
+$237.0K
220
建仓
INTC
INTEL CORP
+$228.4K
6,808
减持
GWW
GRAINGER W W INC
-$215.4K
1,276
-7%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$214.2K
2,190
清仓
NFLX
NETFLIX INC
-$208.9K
0
-100%
建仓
TSLA
TESLA INC
+$208.9K
470
清仓
MKL
MARKEL GROUP INC
-$203.7K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$190.2K
3,821
-13%
增持
EOG
EOG RES INC
-$187.0K
28,563
+1%
增持
GLD
SPDR GOLD TR
+$181.3K
2,846
+4%
增持
WM
WASTE MGMT INC DEL
-$169.4K
23,893
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$160.5K
10,072
+201%
增持
IWD
ISHARES TR
+$143.5K
2,587
+31%
增持
VZ
VERIZON COMMUNICATIONS INC
+$137.1K
125,249
+1%
增持
VOO
VANGUARD INDEX FDS
+$131.9K
2,845
+0%
增持
AVGO
BROADCOM INC
+$125.1K
1,953
+4%
减持
LLY
ELI LILLY & CO
-$118.5K
5,015
-1%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$109.7K
113,343
+4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$105.4K
5,694
-15%
增持
—
UNILEVER PLC
-$103.6K
104,620
+1%
增持
TTD
THE TRADE DESK INC
-$102.9K
4,481
+0%
增持
AMGN
AMGEN INC
+$102.6K
33,790
+0%
减持
CSCO
CISCO SYS INC
-$100.8K
104,940
-0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$91.9K
22,775
+0%
减持
MMM
3M CO
-$84.4K
2,351
-20%
增持
MGRC
MCGRATH RENTCORP
+$84.4K
51,639
+0%
增持
ORCL
ORACLE CORP
+$83.4K
1,095
+7%
增持
MRSH
MARSH & MCLENNAN COS INC
-$77.3K
5,126
+1%
增持
—
ASML HOLDING N V
+$68.6K
403
+0%
增持
NKE
NIKE INC
-$62.7K
52,173
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$51.7K
6,168
-7%
减持
PEP
PEPSICO INC
+$51.1K
6,553
-0%
增持
HD
HOME DEPOT INC
+$50.0K
1,110
+2%
增持
HON
HONEYWELL INTL INC
-$29.5K
1,704
+2%
增持
IWR
ISHARES TR
+$26.8K
1,759
+13%
减持
DHR
DANAHER CORPORATION
+$23.5K
38,676
-0%
建仓
LGVN
LONGEVERON INC
+$16.8K
22,446
减持
JGRW
TRUST FOR PROFESSIONAL MANAG
+$15.3K
49,524
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$14.9K
2,583
+0%
增持
SYK
STRYKER CORPORATION
-$13.8K
817
+2%
增持
ABT
ABBOTT LABS
-$13.2K
9,813
+1%
增持
AMZN
AMAZON COM INC
+$10.1K
4,439
+1%
增持
PG
PROCTER AND GAMBLE CO
+$9.5K
6,078
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$9.5K
506
+8%
增持
SO
SOUTHERN CO
+$8.5K
2,879
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.3K
5,235
-3%
增持
COST
COSTCO WHSL CORP NEW
-$3.5K
221
+5%
减持
CVX
CHEVRON CORP NEW
+$3.4K
1,355
-6%
清仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$2.7K
0
-100%
增持
META
META PLATFORMS INC
-$1.8K
738
+0%
建仓
IYR
ISHARES TR
+$63
1
