1y return+13.8%S&P 500 +20.9%
3y return+47.4%S&P 500 +68.5%
5y return+44.2%S&P 500 +74.5%
10y return+170.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $271 against $357 in the S&P 500.2
Hamilton Point Investment Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BNDXVanguard Charlotte Fds | $44.5M | 6.3% | +2.6% |
| BRK/ABerkshire Hathaway Inc Del | $42.7M | 6.0% | −9.5% |
| GOOGAlphabet Inc | $30.3M | 4.3% | |
| AAPLApple Inc | $29.0M | 4.1% | |
| EMEEmcor Group Inc | $25.2M | 3.6% | |
| RTXRtx Corporation | $21.6M | 3.0% | −1.6% |
| AXPAmerican Express Co | $21.0M | 3.0% | |
| DELLDell Technologies Inc | $20.7M | 2.9% | |
| MSFTMicrosoft Corp | $20.3M | 2.9% | −1.7% |
| AVUVAmerican Centy Etf Tr | $17.7M | 2.5% | +1.1% |
| TJXTjx Cos Inc New | $15.9M | 2.2% | |
| IAUIshares Gold Tr | $15.5M | 2.2% | |
| DEDeere & Co | $15.4M | 2.2% | |
| LFUSLittelfuse Inc | $13.2M | 1.9% | |
| CMICummins Inc | $12.9M | 1.8% | +1.7% |
| Eaton Corp PLCCUSIP G29183103 | $12.5M | 1.8% | |
| CSCOCisco Sys Inc | $12.3M | 1.7% | |
| AVEMAmerican Centy Etf Tr | $12.3M | 1.7% | +6.2% |
| AMGNAmgen Inc | $12.0M | 1.7% | −1.0% |
| JNJJohnson & Johnson | $10.6M | 1.5% | |
| HUBBHubbell Inc | $10.2M | 1.4% | |
| CHDChurch & Dwight Co Inc | $10.1M | 1.4% | −2.4% |
| JPMJpmorgan Chase & Co | $9.5M | 1.3% | |
| NEENextera Energy Inc | $9.1M | 1.3% | +2.1% |
| WSMWilliams Sonoma Inc | $9.0M | 1.3% | +1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $7.7M |
| EMEEmcor Group Inc | June 30, 2020 | +1154.7% | $25.2M |
| WSMWilliams Sonoma Inc | June 30, 2020 | +468.5% | $9.0M |
| LLYEli Lilly & Co | September 30, 2021 | +419.1% | $5.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $30.3M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $12.5M |
| HUBBHubbell Inc | June 30, 2020 | +317.4% | $10.2M |
| DEDeere & Co | June 30, 2020 | +303.7% | $15.4M |
| DELLDell Technologies Inc | March 31, 2024 | +278.1% | $20.7M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $21.0M |
Sold off last quarter
- BDXBecton Dickinson & Co was $4.7M
- NKENike Inc was $3.2M
- Honeywell Intl IncCUSIP 438516106 was $418K
- TMUST-mobile Us Inc was $225K
- NEMNewmont Corp was $213K
- PFFIshares Tr was $105K
- SHVIshares Tr was $45K
- EFGIshares Tr was $36K
- SCZIshares Tr was $25K
- USRTIshares Tr was $947
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +4.2% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +9.4% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +9.8% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −8.0% | −4.9% |
| December 31, 2021 | +9.2% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hamilton Point Investment Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1599746&type=13F-HR&dateb=&owner=include&count=40CIK 1599746
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1599746/000139834426012897/Filed July 28, 2026 · accession 0001398344-26-012897