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Richard S. Woods

Hamilton Point Investment Advisors, Llc

Assets Managed
$649.269M
Holdings
185
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
-1.3%(2Q avg: 0.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hamilton Point Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 185 positions.

Assets under management

The assets under management (AUM) of Hamilton Point Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 649.269M in assets, with a quarterly growth rate of -1.3% and a 2-quarter average growth rate of 0.69%. The portfolio is managed by Richard S. Woods, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Decreased -1.56%
6.97%
$45.243M
63 shares@ $718140.0 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 2.79%
6.63%
$43.035M
895,635 shares@ $48.05 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.47%
3.94%
$25.539M
100,630 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.64%
3.81%
$24.692M
86,077 shares@ $286.86 avg price
EME
Emcor Group Inc
Recent Activity
Decreased -21.78%
3.46%
$22.444M
30,399 shares@ $738.31 avg price
RTX
Rtx Corp
Recent Activity
Decreased -0.38%
3.45%
$22.354M
115,885 shares@ $192.91 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.21%
3.17%
$20.541M
55,491 shares@ $370.18 avg price
AXP
American Express Co
Recent Activity
Decreased -1.04%
2.9%
$18.782M
62,092 shares@ $302.48 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 0.84%
2.79%
$18.099M
205,299 shares@ $88.16 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -0.68%
2.61%
$16.882M
105,713 shares@ $159.7 avg price

1-10 of 185