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Home > Institutional Investor > Hamilton Point Investment Advisors, Llc > Profile

Instuitional Investor - Hamilton Point Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Hamilton Point Investment Advisors, Llc
Portfolio Value $566,585,238
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 69 $46,983,480 8.29%
2.
Apple Inc.
 AAPL 103,885 $26,014,875 4.59%
3.
Microsoft Corp
 MSFT 55,355 $23,332,122 4.11%
4.
Emcor Group Inc.
 EME 49,682 $22,550,734 3.98%
5.
American Express Co
 AXP 65,627 $19,477,511 3.43%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)