Hamilton Point Investment Advisors, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
BERKSHIRE HATHAWAY INC DEL	—	$48.31M	64	7.3%
VANGUARD CHARLOTTE FDS	—	$42.11M	871,392	6.4%
Apple Inc.	—	$27.49M	101,114	4.2%
Alphabet Inc.	—	$27.19M	86,638	4.1%
MICROSOFT CORP	—	$26.90M	55,612	4.1%
EMCOR Group Inc	—	$23.78M	38,867	3.6%
AMERICAN EXPRESS CO	—	$23.21M	62,749	3.5%
RTX Corp	—	$21.34M	116,337	3.2%
ISHARES GOLD TR	—	$16.53M	203,598	2.5%
TJX Cos Inc/The	—	$16.35M	106,437	2.5%
AMERICAN CENTY ETF TR	—	$14.12M	138,486	2.1%
DEERE & CO	—	$11.50M	24,612	1.7%
AMGEN INC	—	$11.02M	33,682	1.7%
AUTOMATIC DATA PROCESSING INC	—	$10.39M	40,112	1.6%
Eaton Corp plc	—	$9.45M	29,683	1.4%
JPMORGAN CHASE & CO	—	$9.43M	29,257	1.4%
CUMMINS INC	—	$9.19M	18,002	1.4%
CHURCH & DWIGHT CO INC /DE	—	$9.03M	107,721	1.4%
Salesforce Inc	—	$8.86M	33,408	1.3%
DANAHER CORP /DE	—	$8.85M	38,627	1.3%
HUBBELL INC	—	$8.66M	19,500	1.3%
Visa Inc	—	$8.61M	24,556	1.3%
NEXTERA ENERGY INC	—	$8.21M	102,242	1.2%
JOHNSON & JOHNSON	—	$8.17M	39,490	1.2%
CISCO SYSTEMS, INC.	—	$8.12M	105,357	1.2%
INTERNATIONAL BUSINESS MACHINES CORP	—	$7.99M	26,990	1.2%
NVIDIA Corp	—	$7.55M	40,475	1.1%
COLGATE PALMOLIVE CO	—	$7.40M	93,674	1.1%
Walmart Inc.	—	$7.39M	66,219	1.1%
LITTELFUSE INC /DE	—	$7.37M	29,158	1.1%
ROPER TECHNOLOGIES INC	—	$7.14M	16,033	1.1%
Main Street Capital CORPMAIN	Common Stock	$6.88M	114,005	1.0%
WILLIAMS SONOMA INC	—	$6.85M	38,346	1.0%
Accenture plc	—	$6.49M	24,182	1.0%
ADOBE INC.	—	$6.40M	18,291	1.0%
RELX PLC	—	$6.34M	156,765	1.0%
Dell Technologies Inc.	—	$6.01M	47,780	0.9%
UNILEVER PLC	—	$5.98M	91,387	0.9%
EAGLE MATERIALS INC	—	$5.75M	27,796	0.9%
NICE Ltd.	—	$5.48M	48,489	0.8%
Becton Dickinson & Co	—	$5.47M	28,189	0.8%
ELI LILLY & Co	—	$5.41M	5,032	0.8%
MCGRATH RENTCORP	—	$5.37M	51,199	0.8%
WASTE MANAGEMENT INC	—	$5.32M	24,203	0.8%
BROADRIDGE FINANCIAL SOLUTIONS INC	—	$5.19M	23,148	0.8%
BROOKFIELD INFRASTRUCTURE CORP	—	$5.13M	113,046	0.8%
Essential Utilities, Inc.	—	$5.09M	132,788	0.8%
VERIZON COMMUNICATIONS INC	—	$5.06M	124,150	0.8%
SPDR S&P 500 ETF TR	—	$4.86M	7,109	0.7%
Medtronic plc	—	$4.64M	47,973	0.7%