Hamilton Point Investment Advisors, LLC
SEC Form 13F institutional filer · CIK 0001599746
13F-HR · 117 reported holdings · 2026-03-31
Reported long-US-equity value
$0.50B
Top-10 concentration
44.6%
Hamilton Point Investment Advisors, LLC — $498M AUM allocation strategy
Hamilton Point Investment Advisors, LLC files SEC Form 13F and reports $498M of long US equity value across 117 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 28.4%, followed by Information Technology 10.9% and Financials 5.5%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hamilton Point Investment Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$498M
total across 117 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +10.5K sh · +$797K+$NKE +8.45K sh · −$105K+$JNJ +2.66K sh · +$2.13M
Biggest trims (shares)
−$EME −8.47K sh · −$1.33M−$NVDA −1.71K sh · −$788K−$WMT −1.44K sh · +$674K
Exited to nil (held last quarter, gone now)
$CRWD ($275K last qtr)$TSLA ($218K last qtr)$VTWO ($218K last qtr)$ORCL ($218K last qtr)$XLC ($7.06K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense13.6%—
- Technology Hardware, Storage & Peripherals5.1%—
- Interactive Media & Services5.0%—
- Construction & Engineering4.5%—
- Systems Software4.1%—
- Consumer Finance3.8%—
- Apparel Retail3.4%—
- Agricultural & Farm Machinery2.8%—
- Other holdings57.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HONA | Honeywell Aerospace Inc | 63 | $45.2M | -1 | 9.1% |
| $AAPL | Apple Inc | 101K | $25.5M | -484 | 5.1% |
| $GOOGL | Alphabet Inc | 86.1K | $24.7M | -561 | 5.0% |
| $EME | EMCOR Group Inc | 30.4K | $22.4M | -8.47K | 4.5% |
| $RTX | RTX Corporation | 116K | $22.4M | -452 | 4.5% |
| $MSFT | Microsoft Corporation | 55.5K | $20.5M | -121 | 4.1% |
| $AXP | American Express Company | 62.1K | $18.8M | -657 | 3.8% |
| $TJX | TJX Companies Inc | 106K | $16.9M | -724 | 3.4% |
| $DE | Deere & Company | 24.3K | $13.7M | -305 | 2.8% |
| $AMGN | Amgen Inc | 33.5K | $11.8M | -217 | 2.4% |
…and 107 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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