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Hamilton Point Investment Advisors, LLC

All holdings · as of Dec 31, 2025

189 positions

CompanyClassValueShares% of portfolio
COSTCO WHOLESALE CORP /NEW—$394.5K4570.1%
GENERAL DYNAMICS CORP—$390.2K1,1590.1%
HOME DEPOT, INC.—$387.4K1,1260.1%
3M CO—$376.4K2,3510.1%
EMERSON ELECTRIC CO—$363.9K2,7420.1%
HONEYWELL INTERNATIONAL INC—$361.1K1,8510.1%
CAPITAL ONE FINANCIAL CORP—$358.2K1,4780.1%
Cigna Group—$347.1K1,2610.1%
LAM RESEARCH CORP—$346.3K2,0200.1%
BANK OF AMERICA CORP /DE—$328.9K5,9800.1%
MCKESSON CORP—$323.5K3940.0%
CORNING INC /NY—$315.8K3,6070.0%
Mastercard Inc—$299.1K5240.0%
Duke Energy Corp—$296.8K2,5320.0%
RAYONIER INC—$292.8K13,5260.0%
STRYKER CORP—$287.9K8170.0%
CrowdStrike Holdings, Inc.—$274.7K5860.0%
VANGUARD STAR FDS—$252.5K3,3470.0%
INTEL CORP—$251.2K6,8080.0%
SOUTHERN CO—$251.1K2,8790.0%
SELECT SECTOR SPDR TR—$249.4K1,7320.0%
PROFESIONALLY MANAGED PORTFO—$244.5K3,7320.0%
SCHWAB STRATEGIC TR—$242.1K10,0720.0%
ConocoPhillips—$237.4K2,5360.0%
VANGUARD WHITEHALL FDS—$236.5K1,6480.0%
VANGUARD TAX-MANAGED FDS—$229.9K3,6800.0%
O REILLY AUTOMOTIVE INC—$229.8K2,5200.0%
Markel Group Inc—$219.3K1020.0%
T-Mobile US, Inc.TMUSCommon Stock$218.0K1,0740.0%
Tesla Inc—$218.0K4850.0%
VANGUARD SCOTTSDALE FDS—$217.9K2,1900.0%
ORACLE CORP—$217.9K1,1180.0%
PACCAR INC—$216.3K1,9500.0%
ISHARES TR—$215.0K2,4040.0%
MICRON TECHNOLOGY INC—$213.6K7480.0%
SPDR SERIES TRUST—$212.3K2,3240.0%
ISHARES TR—$209.3K1,6980.0%
CHEVRON CORP—$205.8K1,3500.0%
VANGUARD INDEX FDS—$204.9K4200.0%
WELLS FARGO & COMPANY/MN—$183.4K1,9680.0%
SELECT SECTOR SPDR TR—$174.6K1,1280.0%
ISHARES TR—$169.3K1,7590.0%
WELLS FARGO CO NEW—$163.6K1350.0%
ISHARES TR—$146.5K1,0390.0%
EA SERIES TRUST—$131.4K5,6390.0%
EA SERIES TRUST—$127.7K3,6500.0%
SELECT SECTOR SPDR TR—$121.1K2,7080.0%
ISHARES TR—$107.3K3,4640.0%
ISHARES TR—$103.9K1,5740.0%
ISHARES TR—$103.2K1,0750.0%
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