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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 35
增持 68
减持 39
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
FFIV
F5 INC
-$9.4M
0
-100%
清仓
—
UNILEVER PLC
-$6.2M
0
-100%
增持
GOOG
ALPHABET INC
+$6.2M
86,638
+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。
建仓
UL
UNILEVER PLC
+$6.0M
91,387
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.7M
64
-7%
增持
CL
COLGATE PALMOLIVE CO
+$3.5M
93,674
+92%
建仓
VITL
VITAL FARMS INC
+$3.2M
100,000
减持
NICE
NICE LTD
-$2.8M
48,489
-15%
减持
AXP
AMERICAN EXPRESS CO
+$2.3M
62,749
-0%
增持
AAPL
APPLE INC
+$2.0M
101,114
+1%
增持
IAU
ISHARES GOLD TR
+$2.0M
203,598
+2%
减持
RTX
RTX CORPORATION
+$1.8M
116,337
-0%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.7M
16,033
+46%
增持
CMI
CUMMINS INC
+$1.6M
18,002
+0%
增持
—
EATON CORP PLC
-$1.6M
29,683
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
40,475
+27%
增持
LLY
ELI LILLY & CO
+$1.6M
5,032
+0%
减持
AMGN
AMGEN INC
+$1.5M
33,682
-0%
增持
EXP
EAGLE MATLS INC
+$1.4M
27,796
+49%
增持
EME
EMCOR GROUP INC
-$1.3M
38,867
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.3M
40,112
+1%
减持
DHR
DANAHER CORPORATION
+$1.2M
38,627
-0%
减持
RELX
RELX PLC
-$1.2M
156,765
-0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
871,392
+5%
增持
TJX
TJX COS INC NEW
+$978.9K
106,437
+0%
增持
CRM
SALESFORCE INC
+$936.7K
33,408
+0%
增持
CSCO
CISCO SYS INC
+$935.7K
105,357
+0%
减持
WSO
WATSCO INC
-$905.5K
12,996
-1%
增持
DELL
DELL TECHNOLOGIES INC
-$738.4K
47,780
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$705.7K
138,486
+3%
减持
JNJ
JOHNSON & JOHNSON
+$697.1K
39,490
-2%
减持
MGRC
MCGRATH RENTCORP
-$685.0K
51,199
-1%
增持
WMT
WALMART INC
+$623.1K
66,219
+1%
增持
MSFT
MICROSOFT CORP
-$618.9K
55,612
+5%
增持
WSM
WILLIAMS SONOMA INC
-$599.0K
38,346
+1%
减持
GPC
GENUINE PARTS CO
-$531.9K
33,670
-0%
减持
PAYX
PAYCHEX INC
-$519.6K
31,109
-2%
减持
RIO
RIO TINTO PLC
+$516.5K
41,266
-2%
增持
NEE
NEXTERA ENERGY INC
+$505.2K
102,242
+0%
减持
PFE
PFIZER INC
-$479.0K
158,183
-9%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$471.6K
113,046
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$448.1K
124,150
-1%
减持
MAIN
MAIN STR CAP CORP
-$426.5K
114,005
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$420.7K
107,721
-0%
减持
NKE
NIKE INC
-$388.2K
51,016
-2%
增持
MRK
MERCK & CO INC
+$380.0K
11,687
+15%
减持
—
ACCENTURE PLC IRELAND
+$369.5K
24,182
-3%
增持
GOOGL
ALPHABET INC
+$367.8K
4,938
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$322.3K
29,257
+1%
建仓
GLW
CORNING INC
+$315.8K
3,607
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$312.9K
26,990
-1%
增持
HUBB
HUBBELL INC
+$304.8K
19,500
+0%
增持
DE
DEERE & CO
+$283.5K
24,612
+1%
增持
—
EXXON MOBIL CORP
+$279.1K
8,522
+29%
减持
AMD
ADVANCED MICRO DEVICES INC
+$266.3K
5,903
-4%
增持
V
VISA INC
+$260.2K
24,556
+0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$258.1K
23,148
+2%
建仓
VXUS
VANGUARD STAR FDS
+$252.5K
3,347
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$244.5K
3,732
增持
META
META PLATFORMS INC
+$238.8K
1,182
+60%
建仓
COP
CONOCOPHILLIPS
+$237.4K
2,536
清仓
KLAC
KLA CORP
-$237.0K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$236.5K
1,648
清仓
IP
INTERNATIONAL PAPER CO
-$234.0K
0
-100%
减持
LFUS
LITTELFUSE INC
-$231.4K
29,158
-1%
减持
BDX
BECTON DICKINSON & CO
-$228.8K
28,189
-7%
清仓
TTD
THE TRADE DESK INC
-$219.6K
0
-100%
建仓
MKL
MARKEL GROUP INC
+$219.3K
102
建仓
TMUS
T-MOBILE US INC
+$218.0K
1,074
建仓
PCAR
PACCAR INC
+$216.3K
1,950
建仓
IEFA
ISHARES TR
+$215.0K
2,404
建仓
MU
MICRON TECHNOLOGY INC
+$213.6K
748
建仓
XTN
SPDR SERIES TRUST
+$212.3K
2,324
建仓
IVW
ISHARES TR
+$209.3K
1,698
增持
EOG
EOG RES INC
-$200.2K
28,590
+0%
增持
COST
COSTCO WHSL CORP NEW
+$189.5K
457
+107%
建仓
WFC
WELLS FARGO CO NEW
+$183.4K
1,968
增持
WTRG
ESSENTIAL UTILS INC
-$166.1K
132,788
+1%
建仓
—
WELLS FARGO CO NEW
+$163.6K
135
增持
TXN
TEXAS INSTRS INC
-$162.1K
21,046
+1%
增持
AMZN
AMAZON COM INC
+$149.9K
4,872
+10%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$139.9K
2,436
+8%
建仓
BSVO
EA SERIES TRUST
+$131.4K
5,639
建仓
MBOX
EA SERIES TRUST
+$127.7K
3,650
减持
VUG
VANGUARD INDEX FDS
-$125.4K
420
-39%
增持
IWF
ISHARES TR
+$120.5K
2,515
+10%
增持
IVV
ISHARES TR
+$118.1K
1,215
+14%
增持
KO
COCA COLA CO
+$115.4K
14,250
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$109.6K
5,454
+4%
建仓
PFF
ISHARES TR
+$107.3K
3,464
减持
ADBE
ADOBE INC
-$104.8K
18,291
-1%
建仓
IJH
ISHARES TR
+$103.9K
1,574
增持
HSY
HERSHEY CO
-$102.7K
20,740
+0%
增持
ORCL
ORACLE CORP
-$90.0K
1,118
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$88.8K
3,680
-31%
增持
XLE
SELECT SECTOR SPDR TR
+$81.2K
2,708
+507%
增持
MCK
MCKESSON CORP
+$80.7K
394
+25%
建仓
XLF
SELECT SECTOR SPDR TR
+$76.3K
1,393
增持
MRSH
MARSH & MCLENNAN COS INC
-$76.3K
5,158
+1%
减持
GLD
SPDR GOLD TR
-$73.6K
2,367
-17%
增持
JGRW
TRUST FOR PROFESSIONAL MANAG
+$70.0K
52,518
+6%
增持
PEP
PEPSICO INC
+$65.4K
6,800
+4%
增持
ABT
ABBOTT LABS
-$65.0K
9,971
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$62.7K
2,726
+10%
增持
HD
HOME DEPOT INC
-$62.5K
1,126
+1%
建仓
IVE
ISHARES TR
+$62.3K
294
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$61.0K
6,696
+18%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$60.2K
1,004
建仓
XHB
SPDR SERIES TRUST
+$57.1K
555
增持
RYN
RAYONIER INC
-$57.0K
13,526
+3%
建仓
IJR
ISHARES TR
+$56.1K
467
建仓
VIGI
VANGUARD WHITEHALL FDS
+$55.8K
610
增持
PG
PROCTER AND GAMBLE CO
-$55.4K
6,130
+1%
增持
—
MEDTRONIC PLC
+$53.7K
47,973
+0%
建仓
XLB
SELECT SECTOR SPDR TR
+$52.4K
1,154
增持
LMT
LOCKHEED MARTIN CORP
+$45.5K
1,154
+12%
建仓
SHV
ISHARES TR
+$44.9K
408
减持
UNH
UNITEDHEALTH GROUP INC
-$44.2K
1,614
-3%
建仓
VO
VANGUARD INDEX FDS
+$41.8K
144
增持
WM
WASTE MGMT INC DEL
+$41.4K
24,203
+1%
增持
LOW
LOWES COS INC
-$38.1K
3,853
+0%
建仓
EFG
ISHARES TR
+$37.1K
326
增持
VTI
VANGUARD INDEX FDS
+$36.6K
273
+63%
减持
VTV
VANGUARD INDEX FDS
-$35.7K
3,772
-6%
增持
IWS
ISHARES TR
+$32.8K
1,039
+28%
增持
ITW
ILLINOIS TOOL WKS INC
-$30.5K
3,219
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$26.6K
586
+16%
减持
PM
PHILIP MORRIS INTL INC
-$25.4K
3,672
-4%
建仓
SCZ
ISHARES TR
+$25.2K
325
增持
IWP
ISHARES TR
+$23.4K
662
+40%
减持
AVGO
BROADCOM INC
+$23.3K
1,929
-1%
建仓
VOE
VANGUARD INDEX FDS
+$23.1K
130
清仓
VBK
VANGUARD INDEX FDS
-$22.9K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$22.9K
2,532
-2%
清仓
SCHG
SCHWAB STRATEGIC TR
-$22.7K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$21.6K
524
+7%
减持
BAC
BANK AMERICA CORP
+$20.0K
5,980
-0%
减持
VBR
VANGUARD INDEX FDS
-$14.6K
54
-56%
减持
GD
GENERAL DYNAMICS CORP
-$14.2K
1,159
-2%
增持
MCD
MCDONALDS CORP
+$12.3K
1,750
+2%
增持
TSLA
TESLA INC
+$9.1K
485
+3%
增持
EFA
ISHARES TR
+$7.8K
1,075
+5%
建仓
VNQ
VANGUARD INDEX FDS
+$7.3K
83
建仓
XLC
SELECT SECTOR SPDR TR
+$7.1K
60
减持
VOO
VANGUARD INDEX FDS
+$5.7K
2,795
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$5.3K
1,732
+100%
减持
IWD
ISHARES TR
+$4.8K
2,527
-2%
减持
CVX
CHEVRON CORP NEW
-$4.7K
1,350
-0%
清仓
IWO
ISHARES TR
-$4.2K
0
-100%
建仓
LQD
ISHARES TR
+$2.9K
26
