account_balance
Investment manager · 13F filer · SEC CIK 1599746
Hamilton Point Investment Advisors, LLC
Reported value$723Mas of Sep 30, 2026
Positions192 12 new, 12 sold out
Top 10 weight37.8%BNDX alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDXVanguard Charlotte FDS
6.2%Added +4%
Berkshire Hathaway Inc
5.9%
AAPLApple Inc.
4.6%
MSFTMicrosoft Corp
3.8%
GOOGAlphabet Inc.
3.4%Trimmed −15%
EMEEmcor Group, Inc.
3.2%
RTXRTX Corp
2.9%
DELLDell Technologies Inc.
2.8%Trimmed −23%
AXPAmerican Express Co
2.6%
AVUVAmerican Centy ETF Tr
2.4%Added +3%
IAUiShares Gold Trust
2.3%
DEDeere & Co
2.2%
BNDXVanguard Charlotte FDS
6.2%Added +4%
AAPLApple Inc.
4.6%
MSFTMicrosoft Corp
3.8%
GOOGAlphabet Inc.
3.4%−15%
EMEEmcor Group, Inc.
3.2%
RTXRTX Corp
2.9%
DELLDell Technologies Inc.
2.8%
AXPAmerican Express Co
2.6%
AVUV2.4%
IAU2.3%DE2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BNDX Vanguard Charlotte FDS 6.2% Added +4%
Berkshire Hathaway Inc 5.9% Held
AAPL Apple Inc. 4.6% HeldMSFT Microsoft Corp 3.8% HeldGOOG Alphabet Inc. 3.4% Trimmed −15%EME Emcor Group, Inc. 3.2% HeldRTX RTX Corp 2.9% HeldDELL Dell Technologies Inc. 2.8% Trimmed −23%AXP American Express Co 2.6% HeldAVUV American Centy ETF Tr 2.4% Added +3%
IAU iShares Gold Trust 2.3% HeldDE Deere & Co 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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