Hamilton Point Investment Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 193 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, with technology and healthcare companies representing significant portions of the holdings. Major technology names in the portfolio include Microsoft, Apple, NVIDIA, Broadcom, and Visa. Healthcare holdings include Eli Lilly & Co., Medtronic, and Merck & Co.
The filing also includes a substantial number of exchange-traded funds (ETFs), including the Invesco QQQ Trust, the iShares Gold Trust, and various Vanguard and Schwab ETFs tracking broad market indices, international markets, and specific sectors.
Notable individual stock positions include Walmart, Johnson & Johnson, Costco Wholesale, and UnitedHealth Group.
