Hamilton Point Investment Advisors
Hamilton Point Investment Advisors reported 192 stocks worth $710M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are BNDX (6.3%), BRK.A (6.0%) and GOOG (4.3%). Compared with Q1 2026, the fund opened new positions in LH, added to BNDX, AVUV and IAU, trimmed BRK.A, GOOG and AAPL and sold out of BDX, NKE and TMUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BNDX Vanguard Total | $44.5M | 6.3% | 919K | +24K (+3%) | 5 of 8 | |
| 2 |  BRK.A Berkshire Hathaway Inc Dclass A | $42.7M | 6.0% | 57 | −6 (−10%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $30.3M | 4.3% | 86K | −322 (−0%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $29M | 4.1% | 100K | −314 (−0%) | 8 of 8 | |
| 5 |  EME Emcor Group Inc | $25.2M | 3.5% | 30K | No change | 8 of 8 | |
| 6 |  RTX Rtx Corp | $21.6M | 3.0% | 114K | −1,881 (−2%) | 8 of 8 | |
| 7 |  AXP American Express Co | $21M | 3.0% | 62K | −90 (−0%) | 8 of 8 | |
| 8 |  DELL Dell Technologies Inc | $20.7M | 2.9% | 48K | No change | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $20.3M | 2.9% | 55K | −952 (−2%) | 8 of 8 | |
| 10 |  AVUV American Centy ETF TR | $17.7M | 2.5% | 142K | +1,601 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BDX Becton Dickinson & Co | $4.7M | 30K |
 NKE Nike Inc | $3.2M | 59K |
HONEYWELL INTL INC | $418K | 1,851 |
 TMUS T-Mobile US Inc | $225K | 1,073 |
 NEM Newmont Corp | $213K | 1,968 |
🔒 Free account: see all 11.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 GLD Spdr Gold TR | Call | $111K | 300 | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hamilton Point Investment Advisors 13F FAQ
What does Hamilton Point Investment Advisors own?
Hamilton Point Investment Advisors reported 192 stocks worth $710M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are BNDX (6.3%), BRK.A (6.0%) and GOOG (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Hamilton Point Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 27 added to, 57 trimmed and 11 sold out. New positions include LH. It sold all of BDX, NKE and TMUS.
When will Hamilton Point Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hamilton Point Investment Advisors's portfolio worth?
The Q2 2026 filing reports $710M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.