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| Happy Holidays!! thanks for using AUM13F!! |
| Hamilton Point Investment Advisors LLC
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| CRD # | 144534 |
| SEC # | 801-68186 |
| CIK # | 0001599746 |
| AUM | $1.1 B (2025-03-20) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 919-636-3765 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001599746 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 26.5 | ||
| Emcor Group Inc | 20.7 | ||
| Apple Inc | 20.6 | ||
| American Express Co | 20.1 | ||
| United Technologies Corp /DE/ | 17.0 | ||
| Alphabet Inc | 15.4 | ||
| TJX Companies Inc /DE/ | 13.1 | ||
| Deere & Co | 12.5 | ||
| Automatic Data Processing Inc | 12.3 | ||
| iShares Comex Gold Trust | 12.3 | ||
| Eaton Corp Ltd | 10.5 | ||
| Church & Dwight Co Inc /DE/ | 10.4 | ||
| Nice Systems Ltd | 9.7 | ||
| Amgen Inc | 9.4 | ||
| VISA Inc | 8.7 | ||
| F5 Networks Inc | 8.6 | ||
| RELX PLC | 8.4 | ||
| J P Morgan Chase & Co | 8.4 | ||
| International Business Machines Corp | 8.0 | ||
| Hubbell Inc | 7.9 | ||
| Danaher Corp /DE/ | 7.7 | ||
| Accenture PLC | 7.5 | ||
| Cisco Systems Inc | 7.3 | ||
| Adobe Systems Inc | 7.2 | ||
| FPL Group Inc | 7.0 | ||
| Main Street Capital Corp | 6.8 | ||
| Littelfuse Inc /DE | 6.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 17.5 |
| (b) Individuals (high net worth individuals) | 181 | 763.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.1 |
| (h) Charitable organizations | 21 | 254.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 23.9 |
| (n) Other | 0 | 0.0 |
| Total | 815 | 1,065.6 |
| By Discretionary | ||
| Discretionary | 815 | 1,065.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 815 | 1,065.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,065.6 | |
| Total | 815 | 1,065.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599746] |
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|---|---|---|
|
Association Financial Services Inc
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UT | 1.1 |
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Ullmann Wealth Partners Group LLC
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FL | 1.1 |
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Vision Capital Management Inc
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OR | 1.1 |
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Live Oak Private Wealth LLC
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Souders Financial Advisors LLC
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OH | 1.1 |
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Brookwood Investment Group LLC
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AZ | 1.1 |
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Ameriserv Wealth Advisors Inc
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PA | 1.1 |
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Pinnacle Investments LLC
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NY | 1.1 |
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Prime Quadrant US LLC
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1.1 | |
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Private Client Services LLC
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KY | 1.1 |